SC337 Umoja Corrective Maintenance. Umoja Corrective Maintenance Version 7 1

Transcription

1 SC337 Umoja Corrective Maintenance Umoja Corrective Maintenance Version 7 Copyright Last Modified: United 08 April, Nations

2 Agenda Course Introduction Module 1: Property Maintenance and Operations Overview Module 2: One-time Equipment Repair Module 3: Repair Functional Locations Course Summary Course Assessment Course Survey 2

3 Introduction Please share with us: Your Name Your Section/Unit # Years with the UN Interesting Fact About Yourself 3

4 Ground Rules Please consider the following guidelines during the training session: Turn your cell phone to silent mode. Please step out of the class to take any important phone call Please do not access your or the Internet outside of breaks Participate fully in the training session and respect each other s contribution Breaks are included at the discretion of the trainer X X No Phones Do Not Access Participate Ask Questions Breaks 4

5 Course Overview The purpose of the Umoja Corrective Maintenance course is to explain the process to carry out one-time maintenance of equipment and functional location. Prerequisite Review You should have completed the following prerequisite courses: Umoja Overview Umoja Master Data & Coding Block Overview Umoja Plant Maintenance Overview Course Duration: 5 hours 5

6 Course Objectives After completing this course, you will be able to: List the key roles and responsibilities in the Property Maintenance and Operations process Explain the processes in Property Maintenance and Operations Explain the One-time Equipment Repair process Explain the Repair Functional Locations process 6

7 Agenda Course Introduction Module 1: Property Maintenance and Operations Overview Module 2: One-time Equipment Repair Module 3: Repair Functional Locations Course Summary Course Assessment Course Survey 7

8 Module 1 Objectives After completing this module, you will be able to: Describe the high-level Plant Maintenance process Explain the Property Maintenance and Operations process Identify the Master Data elements involved in the Property Maintenance and Operations process 8

9 Key Terminology Key Term Maintenance Plant Functional Location Equipment Description An Organizational unit that is responsible for the Equipment and functional locations. Maintenance s and Planning are undertaken within the Maintenance Planning Plant (MPP). Usually the MPP is the same as the Maintenance Plant, but in some cases a MPP is responsible for several Maintenance Plants. It is the hierarchical ordered structures that denotes the place where the equipment is located or installed and where work can be performed. It represents a technical system, building, floor or room. It can be structured according to spatial criteria (i.e. building 1 or building 2) or to technical criteria (i.e. HVAC system, pump system). It is an individual, physical object that is maintained as an autonomous unit. It can be installed at a functional location or as a part of a technical system. It is the system status that tells the user that a certain business transaction was performed for an object such as the availability and usability of the equipment (i.e. equipment available = AVLB). 9

10 Key Terminology Key Term Work Center Task Description A data record with which a user informs Plant Maintenance about a service requirement or need. It is NOT a planning tool, neither a cost collector. It provides information related to the five W s: Who (reporter), Where (identify where the object is located), What (technical object), When (notification start day) and Why (catalog codes). It keeps the history of a technical object. If the ineed is available, the requests for assignment equipment will be created in ineed through a Service Request. The process of will be replaced. Equipment assignment will be performed manually in Umoja. It is an organizational unit where maintenance activities are planned. A Work Center can be a machine, group of machines, employees or groups of employees consisting of different skills. It is the high-level, planning and organizational aspect of a notification. 10

11 Key Terminology Key Term Activity Task Lists Component Description The activity is part of an item in the maintenance or service notification and describes what has been performed for maintenance or service processing. It is the standardized sequences of operations describing individual activities to be carried out on technical objects. These facilitate the planning of maintenance orders and maintenance plans and contain specifications for carrying out operations. It is a material (tools, parts, etc.) required to complete a maintenance task. Control Key It is a value that defines how an operation should be processed. For example, in Umoja the control key specifies whether an operation will be performed internally or externally. 11

12 Key Terminology Key Term Description Costing It is used to determine the costs of an internal activity by a product unit. It s aim is to assign the costs that were incurred by the various cost objects. If the Work Center is used in an operation, the link to the Cost Center provides activity types for valuating the operation. Cost Center It is a cost object that identifies the areas of ongoing cost responsibility within an organization s overall organizational structure. 12

13 Roles & Responsibilities The following Umoja Enterprise roles are involved in the Property Maintenance and Operations process: Services Delivery User Services Delivery Planner Responsible for creating and modifying the Umoja s (i.e. Service Requests) for: general services to be provided by the UN and/or UN contracted vendors; reporting plant maintenance related issues such as malfunctions and corrective maintenance needs; equipment/property assignment, verification and write-offs; creation, change and/or update of the equipment record. Responsible for reviewing service requests (i.e. Umoja s), as well as creating, modifying and completing the Umoja Service/Work s for the authorized Plant and Planner Group with planned and actual activities, materials, equipment, properties and costs for: general services to be provided by the UN and/or the UN contracted vendors; plant maintenance related services such as preventative and corrective maintenances. Also is responsible for the modification of the scheduled maintenance task lists. 13

14 Roles & Responsibilities The following Umoja Enterprise roles are involved in the Property Maintenance and Operations process: Service Delivery Releaser Responsible for reviewing and releasing Service/Work s within the authorized Plant and Planner Group, for: general services to be provided by the UN and/or UN contracted vendors; plant maintenance related services such as preventative and corrective maintenances. Also is responsible for reviewing and approving the maintenance plans for equipment and property under their portfolio. Services Delivery r Responsible for reviewing and approving the Umoja s (i.e. Service Requests) for: general services to be provided by the UN and/or UN contracted vendors; reporting plant maintenance related issues such as malfunctions and corrective maintenance needs; equipment/property assignment, verification and write-offs; creation, change and/or update of the equipment record. 14

15 Roles & Responsibilities The following Umoja Enterprise roles are involved in the Property Maintenance and Operations process: Services Delivery Equipment Verification Planner Responsible for creating and maintaining the Equipment Verification Plan for the process of physical verification of equipment and creating all corresponding documents that will display all items (and details) selected for physical verification. Responsibilities include: extraction of required data; review and upload of verification results; coordination with offices/departments with respect to timely resolution of discrepancies; ensure that subsequent processes (e. g. write-off) are started where appropriate. 15

16 Roles & Responsibilities The following Umoja Enterprise roles are involved in the Property Maintenance and Operations process: Services Delivery Equipment Master Data Maintainer Responsible for: creating, maintaining and modifying the equipment data record; creating and maintaining the fundamental information associated with the equipment; assessing and resolving Physical Verification discrepancies. Services Delivery Equipment Master Data Maintainer Local Responsible for maintaining and modifying the equipment record within the authorization group. 16

17 Plant Maintenance: High-level Processes The high-level processes in Plant Maintenance are: Equipment Assignment and Management Property Maintenance and Operations Decommission and Disposal 17

18 Plant Maintenance: High-level Processes In this course, we will cover the Property Maintenance and Operations process. Equipment Assignment & Management Property Maintenance and Operations Decommission and Disposal Property Maintenance Operations Process The Property Maintenance and Operations process puts in place a program that optimizes the useful life of a piece of equipment through the implementation of an effective corrective and preventative maintenance program. Corrective maintenance will be covered in this process. 18

19 Property Maintenance and Operations: Overview Overview The maintenance of equipment is planned and carried out at the facility level. Each of these facilities is treated as a Maintenance Planning plant or a Maintenance plant. The Maintenance plant for a piece of equipment is the plant at which it is installed. Equipment can additionally be installed at a functional location in the same maintenance plant. The Maintenance plant manages the work centers that perform the maintenance tasks for the equipment installed there. The Maintenance Planning plant for a piece of equipment is the plant in which the maintenance tasks for the object are planned and prepared. 19

20 Property Maintenance and Operations: Activities Activities The following activities are performed at the Maintenance Planning plant: Defining the activities to be performed (as task lists) Planning material based on task lists and orders Managing and scheduling maintenance plans in preventative maintenance Creating maintenance notifications and maintenance Service s Executing maintenance Service s 20

21 Master Data Elements The Master Data elements used in the Property Maintenance and Operations process are: Functional Location Equipment Work Center 21

22 Functional Location Functional Location Equipment Work Center A Functional Location represents a physical location (for example, building, floor or room) where equipment can be installed and maintained. Functional Locations are automatically created in the Real Estate module of Umoja through the Umoja process to manage UN s real estate portfolio. The Real Estate Facilities Planner is responsible for creating and maintaining this data. 22

23 Functional Location Functional Location Equipment Work Center The following chart shows an example of a functional location hierarchy. Sector Site Building Site Building Garage Workshop Floor Vehicles Equipment & Tools Printer 23

24 Equipment Functional Location Equipment Work Center A piece of equipment is an individual physical object for which maintenance tasks should be performed. Examples of equipment include: Vehicle Generator Satellite Communication System Computer Equipment Master Data is created and maintained by the Services Delivery Equipment Master Data Maintainer and the details on this process can be found in the Supply Chain Master Data Maintenance course. 24

25 Equipment Functional Location Equipment Work Center Equipment Master Data consists of various types of information about a piece of equipment, including: General data such as the acquisition value of a piece of equipment, the size and dimensions of the equipment and the year of construction; Time-dependent data that includes plant maintenance, location and sales data. This is information that can change over the course of time, such as the maintenance plant an equipment is assigned to, the work center responsible for maintenance work and the cost center responsible for collecting and reporting the costs on an equipment. 25

26 Work Center Functional Location Equipment Work Center A Work Center refers to the maintenance team responsible for performing the maintenance tasks in a particular plant. It is an organizational unit where work can be carried out. The main functions of Work Centers are: Costing Scheduling 26

27 Work Center Functional Location Equipment Work Center Examples of Work Centers include: Engineering Construction Services Building Maintenance Facilities Management Electrical Mechanical HVAC Water and Sanitation Carpentry Transport Operations Mechanical Electrical Body Shop Tyre Shop IT Telecommunication Professional Services Personal Computing Network Hosting and Collaboration Application Support 27

28 Types in Plant Maintenance s are a key part of the majority of Plant Maintenance processes. s are the requests for PM services to be performed and provide historical data for a piece of equipment or functional location. If the ineed is available, requests for assignment as well as for the re-assignment of equipment will be created in ineed through a Service Request. Equipment assignment will be performed manually in Umoja. In this situation, the process of would be replaced. The following notifications are used in Umoja Plant Maintenance: P1 Maintenance/Service Requests PV - Physical Verification PW - Write-off/Disposal Requests 28

29 Types in Property Maintenance and Operations The notification types used in repair of equipment and functional locations are: Maintenance/Service Requests s These are used in the Property Maintenance and Operations process to repair equipment and complete unscheduled or breakdown maintenance tasks. For example, if a vehicle meets with an accident or the screen of a laptop breaks, the SD User will select the notification type P1-Maintenance/Service Requests when creating a notification to begin the repair process. These notifications are also used to repair functional locations. Functional locations include any physical location where an equipment can be installed and maintained, such as a building, floor or room. The SD User would begin any building repairs, such as a roof repair, electrical repairs or pest control, by selecting the notification type P1-Maintenance/Service Requests. 29

30 es Equipment status is an important part of every Plant Maintenance process that involves maintaining or updating equipment as it signifies the business transactions that can be completed on the equipment at any given time in the equipment s life cycle. The following statuses are commonly used in Umoja Plant Maintenance: EQAS Equipment Assigned EQOP Equipment in Operation EQMT Equipment in Maintenance EQRT Equipment Reserved EQIT In Transit The equipment statuses used in the Equipment Assignment and Management process are EQAS Equipment Assigned and EQOP Equipment in Operation. EQAS signifies that the equipment is assigned to a person (responsible user) and is in use. EQOP signifies that equipment has been installed at a functional location. If equipment has either of these statuses, it should be assumed that the equipment is fully operational. 30

31 Corrective Maintenance The equipment status commonly used in the Corrective Maintenance process is EQMT - Equipment in Maintenance and EQAS - Equipment Assigned. Most equipment requiring any type of maintenance will be assigned to an individual or functional location and will have the status EQAS - Equipment Assigned when functioning properly. When equipment requires preventative maintenance or a breakdown repair, the SD Planner will change the equipment status to EQMT - Equipment in Maintenance. This status restricts any other transactions, such as a transfer, from occurring on the equipment while the maintenance is occurring. Once all maintenance has been completed and confirmed, the SD Planner changes the equipment status to EQAS or EQOP Equipment in Operation signifying that the equipment is fully functional again. es Corrective Maintenance EQMT - Equipment in Maintenance Repair of Equipment EQAS - Equipment Assigned 31

32 Property Maintenance and Operations: High-level Process The high-level processes involved in Property Maintenance and Operations are given below. Preventative Maintenance One-time Equipment Repair Repair Functional Locations In this course, we will cover the One-time Equipment Repair and Repair Functional Locations processes. 32

33 Touch Points The Umoja system is an integrated system and most of its modules integrate with each other to complete a process. Touch points refer to these integration points across Umoja modules, processes and activities. Logistics and Execution Receipt of Equipment and/or Fixed Assets Sales and Distribution Disposal of Equipment by Sale Work s Work Centers FI/CO Plant Maintenance Source to Acquire Procurement of Equipment (Fixed Assets) Real Estate Fixed Assets Maintenance of Functional Locations Fixed Assets Management 33

34 Learning Checkpoint 1 Which of the following Master Data elements is a hierarchically ordered structure that represents a technical system, building or location? Select the correct option. A. Bills of Material B. Functional Location C. Equipment D. Work Center 34

35 Learning Checkpoint 1 Which of the following Master Data elements is a hierarchically ordered structure that represents a technical system, building or location? Select the correct option. A. Bills of Material B. Functional Location C. Equipment D. Work Center Option B is the correct answer. A functional location is a hierarchically ordered structure that represents a technical system, building or location. 35

36 Module 1 Summary The key points covered in this module are listed below: The Property Maintenance and Operations process puts in place a program that optimizes the useful life of a piece of equipment through the implementation of an effective corrective and preventative maintenance program The Master Data elements used in the Property Maintenance and Operations process are functional location, equipment and work center The high-level processes in Property Maintenance and Operations are: Preventative Maintenance, One-time Equipment Repair and Repair Functional Locations 36

37 Agenda Course Introduction Module 1: Property Maintenance and Operations Overview Module 2: One-time Equipment Repair Module 3: Repair Functional Locations Course Summary Course Assessment Course Survey 37

38 Module 2 Objectives After completing this module, you will be able to: Explain the One-time Equipment Repair process 38

39 Key Terminology Key Term Maintenance Service Description It describes the availability and usability of equipment. It can be used to define the functions that are permitted for a particular equipment. It is used to plan maintenance tasks and plan or track the costs incurred. It is a description of maintenance and inspection tasks to be performed on maintenance objects with the dates and scope of the tasks defined. 39

40 Key Terminology Key Term Service Maintenance Request Description It is an activity report that describes a maintenance activity that has already been carried out (for an activity that was not due to a malfunction or failure). It simply provides technical documentation that records when and at what time the activities were carried out and with what results. Activity reports may be used for the technical confirmation of maintenance tasks. It is an instruction/request to the Maintenance department to carry out maintenance in the manner described. The decisive factor in this case is that there is no malfunction/failure. 40

41 One-time Equipment Repair: Process Overview In this module, we will cover the steps to repair an equipment. Preventative Maintenance One-time Equipment Repair Repair Functional Locations Process Overview The One-time Equipment Repair process describes how equipment breakdowns and emergencies are identified and corrective actions are taken. 41

42 One-time Equipment Repair: Process Steps The high-level steps in the One-time Equipment Repair process are given below. SD User SD r SD Equipment MDM Local SD Planner Review/ Equipment Status Assign Service from Service Delivery Releaser SD Planner SD Equipment MDM Local Release Service Confirm Service Service Equipment Status 42

43 Process Scenario Scenario A vehicle belonging to UNHQ is involved in an accident and requires repairs. To begin the repair process, the SD User creates a notification indicating the damages to the vehicle and requesting repairs. The SD r then reviews the notification and completes the additional required details, such as the tasks involved in completing the repairs. After the notification is approved, the SD Equipment MDM Local updates the equipment status of the vehicle. This indicates that the vehicle is undergoing maintenance and prevents any other transaction from being performed. Next, the SD Planner creates a Service with reference to the notification, so that the details already provided in the notification would auto populate. Later, the Service Delivery Releaser approves and releases the service order. The SD Planner then confirms the Service including the tasks, material, components, estimated costs and so on that will be a part of the maintenance work. Once confirmed (by SD Planner), the maintenance work is completed by the responsible work center. Upon completion, the SD Planner must complete the Service in Umoja to signify that the maintenance has finished. As part of this process, the SD Planner includes the costs associated with the maintenance labor and material, and then the SD User settles these costs against the cost center. After the Service is complete, the SD Planner must complete the notification. Finally, the SD Planner changes the Service to release the vehicle for any other transaction. 43

44 Scenario Review/ Assign Service from Service A vehicle has been involved in an accident and requires repairs. To begin the maintenance process, the SD User creates a notification to request the repair and, to the extent possible, identifies the following: The equipment that requires repair Description of the problem Description of the circumstances, which caused the problem 44

45 Review/ Assign Service from Service The steps to create a notification are: 1 2 Enter IW51 in the Command field Click the Enter icon. The PM : Initial Screen is displayed

46 Review/ Assign Service from Service 3 Click the Matchcode icon in the type field. The type pop-up window is displayed 3 46

47 Review/ Assign Service from Service Select the notification type P1 Maint/Serv Request to create a breakdown notification 4 5 Click the Continue icon

48 Review/ Assign Service from Service 6 On the PM : Initial Screen, click the Enter icon 6 48

49 Review/ Assign Service from Service Enter Toyota Breakdown in the field In the tab, enter the required details in the Functional loc. and Equipment fields Click the Matchcode icon in the Coding field. The Catalog Selection pop-up window is displayed

50 Review/ Assign Service from Service Select the required coding entry related to the type of work needed for the notification. In this case, select UNVEHCLE - Engine Click the Choose button to continue

51 Review/ Assign Service from Service Enter the required data in the Description field 12 In the Responsibilities section, enter the required data in the following fields: 13 Planner group: The group responsible for planning and processing the maintenance tasks Main WorkCtr: Where the maintenance work will occur Reported by: Specifies who is reporting the breakdown and can be the point of contact for any questions regarding the malfunction

52 Review/ Assign Service from Service 17 In the Location data tab, enter or confirm the required details in the following fields: Company Code Business Area: This field indicates where tasks are carried out Cost Center: This field indicates where the costs occur Asset: In certain cases, the maintenance cost could be charged against an asset and in such cases the asset number has to be specified Note: Depending on the equipment selected, many of these fields will be automatically populated based on the equipment record

53 Review/ Assign Service from Service Click the Save icon and note the notification number

54 Review/ Scenario Review/ Assign Service from Service The SD r reviews the notification for completeness and accuracy. In case there is incomplete information or if a clarification is required, the SD r can contact the SD User. In addition to confirming the information in the notification, the SD r also populates the Task tab with the high-level steps required in the maintenance activity. 54

55 Review/ Review/ Assign Service from Service The steps to review or approve a notification are: 1 2 Enter IW52 in the Command field Click the Enter icon. The Change PM : Initial Screen is displayed

56 Review/ Review/ Assign Service from Service 3 4 Enter the notification number in the field Click the Enter icon. The Change PM : Initial Screen is displayed

57 Review/ Review/ Assign Service from Service 5 6 Review the information in the and Location data tabs Click the Scheduling overview tab Enter the dates on which the maintenance should begin and end in the Required Start and Required End fields

58 Review/ Review/ Assign Service from Service 8 Click the Tasks tab. Specify the tasks to be completed. Multiple tasks can be entered, if required 9 Click the Matchcode icon in the Code group field 8 9 Note: Tasks are the high-level steps required in the maintenance activity. In contrast to an activity, the planning and organizational aspects of a notification are the most important. 58

59 Review/ Review/ Assign Service from Service Select the required task category from the list. In this case, select UNREPR Check power and oil consumption Click the Choose button

60 Review/ Review/ Assign Service from Service Enter a short description of the task in the Task text field, if required. 12 Status code: TSOS = Task List Outstanding TSRL = Task List Released TSCO = Task List d 12 60

61 Review/ Review/ Assign Service from Service 13 Enter the required dates in the Planned start and Planned finish fields 13 61

62 Review/ Review/ Assign Service from Service Before approval, you need to change the status of the notification. In the header section, click the Status icon in the Notific. Status field

63 Review/ Review/ Assign Service from Service Select the 2 APPR - Request d radio button 15 Click the Back icon

64 Review/ Review/ Assign Service from Service Click the Put in process icon to release the notification and allow the start of work 17 Click the Save icon

65 Review/ Review/ Assign Service from Service The steps to print the notification are: 1 Click the Maintenance notification menu 2 Select the Print > menu item. The Select Shop Papers pop-up window is displayed

66 Review/ Review/ Assign Service from Service 3 Select the required line item 4 Confirm that the ShopPaper is 9020 and the OutputDevice is LOCL 5 Confirm that the the New Spool Request check box is selected Click the Print/Fax button Note: Alternatively, execute the transaction SP02 to print the notification. If multiple requests are available, choose the latest one by selecting the appropriate check box. Click the Print Directly button. 66

67 Review/ Review/ Assign Service from Service 7 Review the print out to confirm that all the details are correct, including the: description Equipment number Task details 67

68 Scenario Review/ Assign Service from Service Once the notification is completed, the SD Equipment MDM Local should update the equipment status of the damaged vehicle to EQMT Equipment in Maintenance. This status prevents any other plant maintenance operations from occurring on the vehicle while the maintenance repairs are being completed. 68

69 Review/ Assign Service from Service The steps to update the equipment status are: 1 2 Enter IE02 in the Command field Click the Enter icon. The Change Equipment: Initial Screen is displayed

70 Review/ Assign Service from Service 3 4 Enter the equipment number in the Equipment field Click the Enter icon. The Change Equipment: General Data screen is displayed

71 Review/ Assign Service from Service 5 Click the Status icon next to the Status field. The Change Status screen is displayed 5 71

72 Review/ Assign Service from Service 6 7 Select the 6 EQMT Equipment in Maintenance radio button to restrict any other business transaction Click the Back icon

73 Review/ Assign Service from Service 8 Click the Save icon to save the changes to the equipment 8 73

74 Assign and Service from Scenario Review/ Assign Service from Service The SD Planner assigns the approved Maintenance/Service Request to an appropriate Maintenance Work Center by creating a Service for the maintenance work that needs to be completed on the damaged vehicle. This work can be created from the notification, meaning that the Service will inherit any details populated in the notification that are also required for the Service, eliminating the need for manual reentry. The Service includes details such as the work center responsible for the maintenance, the basic start and finish dates and the priority at which the maintenance needs to occur. The order also details the operations and components required as part of the maintenance. The SD Planner reviews the Service to confirm that all the information that was inherited from the notification is correct and updates any additional information, if necessary. 74

75 Service from Review/ Assign Service from Service The steps to create a Service from a notification are: 1 Enter IW52 in the Command field 2 Click the Enter icon. The Change PM : Initial Screen is displayed

76 Service from Review/ Assign Service from Service 3 4 Enter the notification number in the field Click the Enter icon

77 Service from Review/ Assign Service from Service 5 Click the Maintenance notification menu 6 Select the > > Direct menu item. The pop-up window is displayed 5 Note: This step is completed from the screen. 6 77

78 Service from Review/ Assign Service from Service 7 Enter/validate the details in the following fields: Type is ZM01 Maintenance/Service (Internal) order Planning plant: Where the maintenance tasks are planned and prepared Business Area: Where the costs of the maintenance will be incurred Main work center: Where the maintenance tasks will be performed 8 Following the Continue icon, a Click the Continue icon pop-up object information screen will appear with previous service orders information

79 Service from Review/ Assign Service from Service 9 In the HeaderData tab, enter/verify details in the following fields: Mn.wk.ctr: Where the maintenance work will occur 9 9 Bsc start: The date on which the Service will start 9 9 Basic fin.: The date on which the Service will be complete Priority: Indicates the importance of processing the Service 9 Func. Location, Equipment 79

80 Service from Review/ Assign Service from Service Click the Operations tab Review the value in the Work ctr field Review the plant name in the Plant field Review the value in the Confirmation Control Key field. This specifies if the operation will be performed internally with UN resources or with resources external to UN Note: The majority of operations in Plant Maintenance will be completed internally with UN resources. 80

81 Service from Review/ Assign Service from Service In the rare cases, the operation will occur externally. If so, complete the following steps: 14 When the External Control Key is selected, enter details in the following fields: Material Group Purch. group Company Code Operation qty Unit of Measure Note: If the external control key is selected, a Purchase Requisition will be generated, creating a Purchase in Supplier Relationship Management (SRM) and the Procurement process will begin from there. 81

82 Service from Review/ Assign Service from Service The value in the Operation short text field defaults from the notification, but it can be updated 15 Enter the number of hours required to complete the operation in the Work field

83 Service from Review/ Assign Service from Service Enter the required details in the ActTyp field. This field describes the activity produced by a cost center (measured in units of time or quantity). Based on this, the price of the operation can be calculated 17 Click the Enter icon to run the calculation

84 Service from Review/ Assign Service from Service 19 Click the Components tab Enter the required value in the Component field 20 Enter the required quantity of the component in the Reqmt Qty field, if required 21 Enter the item category in the IC field. The item category specifies if the material is in stock, so a reservation can be made against it, or if the required component has to be purchased directly

85 Service from Review/ Assign Service from Service Enter the plant name in the Plnt field 23 If the component is a non-stock item requiring the Procurement process, purchasing data needs to be maintained. Select the line item of the component that needs to be purchased 24 Click the Purch. button

86 Service from Review/ Assign Service from Service Verify/update the data in the Purchasing Group field 26 Click the Costs tab

87 Service from Review/ Assign Service from Service Click the menu 28 Select the Functions > Determine costs menu item to calculate the total planned cost of the maintenance order

88 Service from Review/ Assign Service from Service Click the Partner tab 30 Select the d by function from the Funct drop-down list and indicate the partner that created the notification in the Partner field. This contact information can be used by those completing the maintenance work if any questions arise surrounding the Service 31 Click the Enter icon

89 Service from Review/ Assign Service from Service Click the Additional Data tab and update/verify the data Note: This information should be automatically populated from the Work Centre information. 89

90 Service from Review/ Assign Service from Service Click the Location tab In the Account assignment section, review the details in the following fields: Company Code Asset which is the number that helps determine the fixed asset Cost Center incurring the maintenance costs WBS Element, if applicable, when a project is incurring the costs of a maintenance operation Note: This information should be automatically populated from the notification. You can either put the cost centre, a WBS or a Settlement. 90

91 Service from Review/ Assign Service from Service Click the Goto menu 36 Select the Assignments > Funds management menu item. The Object Assignment: Funds Management pop-up window is displayed

92 Service from Review/ Assign Service from Service 38 Enter the fund details in the Fund field Click the Continue icon

93 Service from Review/ Assign Service from Service 40 Click the Save icon 40 93

94 Scenario Review/ Assign Service from Service Once the Service has been created, the SD Releaser releases the Service, allowing repair work on the damaged vehicle to begin. 94

95 Review/ Assign Service from Service The steps to release a Service are: 1 2 Enter IW32 in the Command field Click the Enter icon. The Change : Initial Screen is displayed

96 Review/ Assign Service from Service 3 4 Enter the Service number in the field Click the Enter icon

97 Review/ Assign Service from Service 5 6 Click the Release icon Click the Status icon. The Change Status screen is displayed

98 Review/ Assign Service from Service Select the 2 CRTD d radio button Click the Back icon Click the Save icon

99 Review/ Assign Service from Service The steps to print a Service are: 1 Click the menu 2 Select the Print > menu item. The Select Shop Papers pop-up window is displayed

100 Review/ Assign Service from Service 3 Select the order to be printed 4 Confirm that the ShopPaper is Confirm that the OutputDevice is LOCL 6 Click the Print/Fax button Note: Alternatively, execute the transaction SP02 to print the notification. If multiple requests are available, choose the latest one by selecting the appropriate check box. Click the Print Directly button. 100

101 Review/ Assign Service from Service 7 Review the printed order for any errors 101

102 Review/ Assign Service from Service The steps to release a Service for components in stock are: 1 Enter IW32 in the Command field 2 Click the Enter icon. The Change Maintenance/Service screen is displayed

103 Review/ Assign Service from Service 3 Enter the Service number in the field 4 Click the Enter icon 5 Click the Components tab 6 Select the relevant line item 7 Click the General Data tab 8 Note the reservation number

104 Scenario Review/ Assign Service from Service Once the maintenance work has been completed on the vehicle, the SD Planner confirms the Service. In this part of the process, the SD Planner identifies the work that has been completed and any outstanding issues with the maintenance. 104

105 Review/ Assign Service from Service The steps to confirm a Service are: 1 2 Enter IW41 in the Command field Click the Enter icon. The Enter PM Confirmation: Initial Screen is displayed

106 Review/ Assign Service from Service 3 4 Enter the Service number in the field Click the Enter icon If only one operation is available, the Actual Data screen will be displayed If multiple operations are available, the Operation Overview screen will be displayed. Select the applicable rows and click the Actual Data icon

107 Review/ Assign Service from Service On the Enter PM Confirmation: Actual Data screen, populate the following information: 8 5 Enter the performed working hours in the Actual Work field 6 Enter the remaining hours to complete the operation in the Remaining Work field 7 In addition to this, if remaining hours exist, deselect the Final Confirmtn and No Remain. Work check boxes (if selected, no further working hour confirmations will be allowed) Click the Next Operation button if multiple confirmations are available or click the Save icon 107

108 Service Scenario Review/ Assign Service from Service Once the Service order has been confirmed, the SD Planner completes the Service. 108

109 Service Review/ Assign Service from Service The steps to complete a Service are: 1 Enter IW32 in the Command field 2 Click the Enter icon. The Change : Initial Screen is displayed

110 Service Review/ Assign Service from Service 3 Enter the Service number in the field 4 Click the Enter icon

111 Service Review/ Assign Service from Service 5 Click the icon. The pop-up window is displayed 5 111

112 Service Review/ Assign Service from Service 6 Select the notifctns check box 7 Click the Continue icon

113 Service Review/ Assign Service from Service Click the Save icon

114 Scenario Review/ Assign Service from Service Once the Service has been completed, the SD Planner will complete the notification, indicating that the repair maintenance has been completed. 114

115 Review/ Assign Service from Service The steps to complete a notification are: 1 2 Enter IW22 in the Command field Click the Enter icon. The Change PM : Initial Screen is displayed

116 Review/ Assign Service from Service 3 4 Enter the notification number in the field Click the Enter icon

117 Review/ Assign Service from Service 5 6 Click the tab Verify the data in the Equipment field

118 Review/ Assign Service from Service 7 Click the Tasks tab 8 Select the task that you want to release 9 Click the Release icon at the bottom of the Tasks screen

119 Review/ Assign Service from Service Select the task again 10 Click the icon at the bottom of the Tasks screen Note: A notification cannot be completed unless all tasks are released and marked as complete. 119

120 Review/ Assign Service from Service Click the Status icon next to the Notific. Status field. The Change Status screen is displayed

121 Review/ Assign Service from Service Select the 4 ASGN Request Assigned radio button 13 Click the Back button 14 Verify that the System Status contains ATCO - All Tasks d

122 Review/ Assign Service from Service 15 Click the icon to set the system status of the notification to complete. The pop-up window is displayed

123 Review/ Assign Service from Service Enter the required details in the Reference date and Reference time fields Click the Continue icon to complete the notification

124 Scenario Review/ Assign Service from Service As the final step of the process, the SD Equipment MDM Local updates the equipment status releasing the repaired vehicle from maintenance and opening it up for other actions. 124

125 Review/ Assign Service from Service The steps to update the equipment status are: 1 2 Enter IE02 in the Command field Click the Enter icon. The Change Equipment: Initial Screen is displayed

126 Review/ Assign Service from Service 3 4 Enter the equipment number in the Equipment field Click the Enter icon

127 Review/ Assign Service from Service 5 Click the Status icon next to the Status field. The Change Status screen is displayed 5 127

128 Review/ Assign Service from Service Select the 2 EQAS- Equipment Assigned radio button to release the equipment Click the Back icon Click the Save icon

129 Simulation Activities Throughout this training, users will have the opportunity to conduct activities in the form of simulations. Simulations are interactive recordings of the Umoja system used to help facilitate a hands-on learning experience. The simulation links are provided on the corresponding activity slides. Users can access simulations in three different modes: Show me: Users view a video of an entire transaction being conducted Let s do it together: Users will be prompted to input data at key points during the transaction (recommended) Try it: Users can complete an entire transaction on their own, with no additional instructions provided 129

130 Activity 1 Transaction Name: Transaction Code: IW51 Link to the uperform simulation: ?mode=EU&originalContext=

131 Activity 2 Transaction Name: Release/ Transaction Code: IW52 Link to the uperform simulation: ?mode=EU&originalContext=

132 Activity 3 Transaction Name: Transaction Code: IE02 Link to the uperform simulation: ?mode=EU&originalContext=

133 Activity 4 Transaction Name: Service from Transaction Code: IW52 Link to the uperform simulation: ?mode=EU&originalContext=

134 Activity 5 Transaction Name: Transaction Code: IW32 Link to the uperform simulation: ?mode=EU&originalContext=

135 Activity 6 Transaction Name: Transaction Code: IW41 Link to the uperform simulation: ?mode=EU&originalContext=

136 Activity 7 Transaction Name: Service Transaction Code: IW32 Link to the uperform simulation: ?mode=EU&originalContext=

137 Activity 8 Transaction Name: Transaction Code: IW22 Link to the uperform simulation: ?mode=EU&originalContext=

138 Learning Checkpoint 1 Which of the following T-codes is used to complete a Service? Select the correct option. A. IW21 B. IW22 C. IW32 D. IW41 138

139 Learning Checkpoint 1 Which of the following T-codes is used to complete a Service? Select the correct option. A. IW21 B. IW22 C. IW32 D. IW41 Option C is the correct answer. The T-code IW32 is used to complete a Service. 139

140 Learning Checkpoint 2 After the notification is completed, the SD Equipment MDM Local should update the equipment status of the damaged vehicle to EQMT Equipment in Maintenance to. Fill in the blank with the correct option. A. Prevent any other plant maintenance operations B. Indicate the maintenance repairs on the equipment C. Settle the costs against cost centers D. Identify the equipment that requires repair 140

141 Learning Checkpoint 2 After the notification is completed, the SD Equipment MDM Local should update the equipment status of the damaged vehicle to EQMT Equipment in Maintenance to. Fill in the blank with the correct option. A. Prevent any other plant maintenance operations B. Indicate the maintenance repairs on the equipment C. Settle the costs against cost centers D. Identify the equipment that requires repair Option A is the correct answer. After the notification is completed, the SD Equipment MDM Local should update the equipment status of the damaged vehicle to EQMT Equipment in Maintenance to prevent any other plant maintenance operations from occurring on the vehicle while the maintenance repairs are being completed. 141

142 Module 2 Summary The key points covered in this module are listed below: The One-time Equipment Repair process describes how equipment breakdowns and emergencies are identified and corrective actions are taken The high-level steps in the One-time Equipment Repair process are:, Review/,, Assign, Service from,,, Service and 142

143 Agenda Course Introduction Module 1: Property Maintenance and Operations Overview Module 2: One-time Equipment Repair Module 3: Repair Functional Locations Course Summary Course Assessment Course Survey 143

144 Module 3 Objectives After completing this module, you will be able to: Explain the Repair Functional Locations process 144

145 Process Overview In this module, we will cover the steps to repair functional locations. Preventative Maintenance One-time Equipment Repair Repair Functional Locations Process Overview The process to repair a functional location is used when a functional location sustains damages or requires repairs. For example, if the roof of a building was leaking after a hurricane, repairs to this functional location would be required. 145

146 Process Steps The high-level steps in the Repair Functional Locations process are given below. SD User SD r SD Planner SD Planner Review/ / Assign Service SD Releaser SD Planner SD Planner SD Planner Service 146

147 Process Scenario Scenario Similar to equipment, functional locations can sustain damages and require repairs in Plant Maintenance. For example, a recent hurricane has damaged a building and the roof now requires repairs. To begin the repair process, the SD User creates a notification indicating the damages to the building and requesting the repairs. The SD r then reviews the notification and completes the additional required details, such as the tasks involved in completing the roof repairs. Next, the SD Planner creates a Service for the roof repair, which includes both details of the repairs required and the costs associated with those repairs. After the SD Releaser releases the order, the SD planner confirms the Service including the tasks, material, components, estimated costs and so on, that will be a part of the maintenance work. Once confirmed, the maintenance work is completed by the responsible work center. Upon completion, the SD Planner completes the Service in Umoja to signify that the maintenance has finished. As part of this process, the SD Planner includes the costs associated with the maintenance labor and material, and then settles these costs against the cost center. After the Service is complete, the SD Planner finally completes the notification. 147

148 Scenario Review// Assign Service Service A building has been damaged after a hurricane and its roof is leaking. To begin the repair process, the SD User creates a notification to request the necessary maintenance and identifies the following: Functional location that requires repair Description of problem Description of circumstances, which caused the problem 148

149 Review// Assign Service Service The steps to create a notification are: 1 2 Enter IW51 in the Command field Click the Enter icon. The PM : Initial Screen is displayed

150 Review// Assign Service Service 3 Click the Matchcode icon in the type field. The type pop-up window is displayed 3 150

151 Review// Assign Service Service 4 Select the notification type P1 Maintenance/Service Request to create a notification to repair a functional location 5 Click the Continue icon

152 Review// Assign Service Service 6 Click the Enter icon 6 152

153 Review// Assign Service Service 7 Click the tab 8 9 In the Reference object section, enter the required details in the Functional loc. field In the Subject section, click the Matchcode icon in the Coding field. The Catalog Selection pop-up window is displayed

154 Review// Assign Service Service Select the required coding entry related to the type of work needed for the notification. In this case, select UNBLDG Roof/Roofing Click the Choose button to continue. The PM : Maintenance Request screen is displayed

155 Review// Assign Service Service Enter the relevant data in the Description field, if required 12 In the Responsibilities section, enter the required data in the following fields: 13 Planner group: The group responsible for planning and processing the maintenance tasks Main WorkCtr: Where the maintenance work will occur Reported by: Specifies who is reporting the breakdown and can be the point of contact for any questions regarding the malfunction

156 Review// Assign Service Service In the Start/End Dates section, enter the date on which the notification processing should begin in the Required Start field 14 Select the priority of the notification from the Priority drop-down list. The priority is used for reporting purposes

157 Review// Assign Service Service In the Item section, enter the required details in the following fields: 16 Object part: This field indicates the part of the functional location that requires maintenance Damage: This field indicates the damage or breakdown Text: This field describes the damage Cause code: This field indicates the cause of the damage Cause text: This field describes the details of the cause 16 Note: The above details are used as a future record to capture what maintenance has occurred on the functional location. 157

158 Review// Assign Service Service 17 In the Location data tab, review the values in the following fields: Company Code Business Area: This field indicates where tasks are carried out Cost Center: This field indicates where the costs occur 17 Note: Depending on the functional location selected, many of these fields will be automatically populated based on the equipment record. 158

159 Review// Assign Service Service 18 Click the Save icon and note the notification number

160 Review// Scenario Review// Assign Service Service The SD r reviews the notification for completeness and accuracy. In case there is incomplete information or if a clarification is required, the SD r can contact the SD Planner. In addition to confirming the information in the notification, the SD r also populates the Task tab with the high-level steps required in the repairs on the damaged roof. 160

161 Review// Review// Assign Service Service The steps to review or approve a notification are: 1 2 Enter IW52 in the Command field Click the Enter icon. The Change PM : Initial Screen is displayed

162 Review// Review// Assign Service Service 3 4 Enter the notification number in the field Click the Enter icon

163 Review// Review// Assign Service Service Review the information in the and Location data tabs Click the Scheduling overview tab Enter the dates on which the maintenance should begin and end in the Required Start and Required End fields

164 Review// Review// Assign Service Service 8 Click the Tasks tab. Specify the tasks to be completed. Multiple tasks can be entered, if required 9 Click the Matchcode icon in the Code group field to select the required task category Enter a short description for the task in the Task text field 10 Enter the required dates in the Planned start and Planned finish fields

165 Review// Review// Assign Service Service Before approval, change the status of the notification. In the Header section, click the Status icon in the Notific. Status field

166 Review// Review// Assign Service Service Select the 2 APPR Request d radio button 13 Click the Back icon 14 Click the Put in Progress icon to release the notification and allow the start of work 15 Click the Save icon

167 Review// Review// Assign Service Service The steps to print the notification are: 1 Click the Maintenance notification menu 2 Select the Print > menu item. The Select Shop Papers pop-up window is displayed

168 Review// Review// Assign Service Service 3 Select the required line item 4 Confirm that the ShopPaper is 9020 and the OutputDevice is LOCL 5 Confirm that the the New Spool Request check box is selected 6 Click the Print/Fax button Note: Alternatively, execute the transaction SP02 to print the notification. If multiple requests are available, choose the latest one by selecting the appropriate check box. Click the Print Directly button. 168

169 Review// Review// Assign Service Service 7 Review the print out to confirm that all the details are correct, including the: description Functional location Task details 169

170 Service Scenario Review// Assign Service Service The SD Planner assigns the approved Maintenance/Service Request to an appropriate Maintenance Work Center by creating a Service for the repairs that need to be completed on the leaking roof. This work can be created from the notification, meaning that the Service will inherit any details populated in the notification, eliminating the need for manual reentry. The Service includes information, such as the Work Center responsible for the maintenance, the basic start and finish dates and the priority at which the maintenance needs to occur. The order also details the operations and components required as part of the maintenance. The SD Releaser and Earmarked Funds Documents Certifier reviews the Service to confirm that all the information that was inherited from the notification is correct and updates any additional information, if necessary. 170

171 Service Review// Assign Service Service The steps to create a Service from a notification are: 1 Enter IW52 in the Command field 2 Click the Enter icon. The Change PM : Initial Screen is displayed

172 Service Review// Assign Service Service 3 4 Enter the notification number in the field Click the Enter icon

173 Service Review// Assign Service Service 5 Click the Maintenance notification menu 6 Select the > > Direct menu item 5 Note: This step is completed from the screen

174 Service Review// Assign Service Service 7 In the displayed pop-up window, enter/validate details in the following fields: Type is ZM01 Maintenance Planning Plant: Where the maintenance tasks are planned and prepared Business Area: Where the costs of the maintenance will be incurred Main Work Center: Where the maintenance tasks will be performed 8 Click the Continue icon

175 Service Review// Assign Service Service The Object Information window will appear. This window will display all information related to the equipment and any prior maintenance work that has been conducted. 9 Review the details for any relevant information and click the Continue icon 9 175

176 Service Review// Assign Service Service 10 In the HeaderData tab, enter/verify details in the following fields: Mn.Wk.Ctr where the maintenance work will occur Bsc start date on which the Service will start Basic fin. date on which the Service will be complete Priority indicating the importance of processing the Service Func. Loc

177 Service Review// Assign Service Service Click the Operations tab Enter the Work Center/plant that should perform the specified maintenance operation in the Work Center/Plant field Enter the required data in the Confirmation Control Key field. This specifies if the operation will be performed internally with UN resources or with resources external to UN 11 Note: Control Key field determines if an operation will be performed internally or externally. The majority of operations in Plant Maintenance will be completed internally with UN resources

178 Service Review// Assign Service Service In the rare exception that the External Control Key is selected, enter the required details in the following fields: 14 Material Group Purchasing Group Company Code Quantity Unit of Measure Note: If the external control key is selected, a Purchase Requisition will be generated, creating a Purchase in SRM and the Procurement process will begin from there. 178

179 Service Review// Assign Service Service The value in the Operation Short Text defaults from the notification, but it can be updated 15 Enter the number of hours required to complete the operation in the Work field

180 Service Review// Assign Service Service Enter the required details in the Activity Type field. This field describes the activity produced by a cost center (measured in units of time or quantity). Based on this, the price of the operation can be calculated 17 Click the Enter icon to run the calculation

181 Service Review// Assign Service Service 19 Click the Components tab Verify the material number in the Component field 20 Enter the required quantity of the component in the Reqmt Qty field 21 Enter the item category in the IC field. The item category specifies if the material is in stock, so a reservation can be made against it, or if the required component has to be purchased directly

182 Service Review// Assign Service Service Enter the plant name in the Plant field 23 If the component is a non-stock item requiring the Procurement process, purchasing data needs to be maintained. Select the row of the component that needs to be purchased 24 Click the Purchase button 25 Verify/update the data in the Purchasing Group field and ensure Price is populated Placeholder for Screenshot

183 Service Review// Assign Service Service Click the Costs tab 27 Click the menu 28 Select the Functions > Determine Cost menu item to calculate the total planned cost of the maintenance order Placeholder for Screenshot

184 Service Review// Assign Service Service Click the Partner tab 30 Select the d By function and indicate the Partner that created the notification. This contact information can be used by those completing the maintenance work if any questions arise surrounding the Service 31 Click the Additional Data tab and update/verify the data in the Functional Area field

185 Service Review// Assign Service Service 33 Click the Location tab and maintain the following account assignment details: Company Code Asset which is the number that helps determine the fixed asset Cost Center incurring the maintenance costs WBS Element, if applicable, when a project is incurring the costs of a maintenance operation Placeholder for Screenshot 33 Note: This information should be automatically populated from the notification. 185

186 Service Review// Assign Service Service Click the Goto menu 34 Select the Assignments > Funds Management menu item 35 Enter the fund details in the Fund field Click the Enter icon Placeholder for Screenshot

187 Scenario Review// Assign Service Service Once the Service has been created, the SD releases the Service, allowing repair work on the leaking roof to begin. 187

188 Review// Assign Service Service The steps to release a Service are: 1 2 Enter IW32 in the Command field Click the Enter icon

189 Review// Assign Service Service 3 4 Enter the Service number in the field Click the Enter icon

190 Review// Assign Service Service Click the Release icon Click the Status icon Select the 2 CRTD d radio button Click the Back icon

191 Review// Assign Service Service The steps to print a Service are: 1 Select the > Print menu item 2 Select the order to be printed. The Select Shop Papers pop-up window is displayed 1 2 Placeholder for Screenshot 191

192 Review// Assign Service Service 3 Select the required line item 4 Confirm that the ShopPaper is 9020 and the OutputDevice is LOCL 5 Confirm that the New Spool Request check box is selected 6 Click the Print/Fax button 3 Placeholder for Screenshot Note: Alternatively, execute the transaction SP02 to print the Service. If multiple requests are available, choose the latest one by selecting the appropriate check box. Click the Print Directly button

193 Review// Assign Service Service 7 Review the details of the printed order Placeholder for Screenshot 193

194 Review// Assign Service Service The steps to release a Service for components in stock are: 7 1 Enter IW32 in the Command field 2 Click the Enter icon 3 Enter the Service number in the field Click the Enter icon 4 8 Placeholder for Screenshot 5 Click the Components tab 6 Select the relevant line item 7 Click the General Data button 8 Note the reservation number 194

195 Scenario Review// Assign Service Service Once the maintenance work has been completed on the roof, the SD Planner confirms the Service. In this part of the process, the SD Planner identifies the work that has been completed and any outstanding issues with the maintenance. 195

196 Review// Assign Service Service The steps to confirm a Service are: 1 2 Enter IW41 in the Command field Click the Enter icon

197 Review// Assign Service Service 3 4 Enter the Service number in the field Click the Enter icon If only one operation is available, the Actual Data screen will be displayed If multiple operations are available, the Operation Overview screen will be displayed. Select the applicable rows and click the Actual Data icon Placeholder for Screenshot 197

198 Review// Assign Service Service On the Enter PM Confirmation screen, populate the following information: 5 Enter the performed working hours in the Actual Work field 6 Enter the remaining hours to complete the operation in the Remaining Work field 7 In addition to this, if remaining hours exist, deselect the Final Confirmation and No Remaining Work check boxes (if selected, no further working hour confirmations will be allowed) 8 Click the Next Operation button if multiple confirmations are available or click the Save icon 5 6 Placeholder for Screenshot 198

199 Service Scenario Review// Assign Service Service Once the Service has been confirmed, the SD Planner completes the Service. 199

200 Service Review// Assign Service Service The steps to complete a Service are: 1 Enter IW32 in the Command field 2 Click the Enter icon 2 1 Placeholder for Screenshot 200

201 Service Review// Assign Service Service 3 Enter the Service number in the field 4 Click the Enter icon 4 Placeholder for Screenshot 3 201

202 Service Review// Assign Service Service 5 Click the icon. The pop-up window is displayed 6 Select the notification check box 7 Click the Enter icon 5 Placeholder for Screenshot 6 202

203 Scenario Review// Assign Service Service In the final step of the process, the SD Planner completes the notification, indicating that the repairs have been completed and the functional location is fully operational. 203

204 Review// Assign Service Service The steps to complete a notification are: 1 2 Enter IW52 in the Command field Click the Enter icon

205 Review// Assign Service Service Enter the notification number in the field Click the Enter icon Click the s tab Verify the data in the Functional Location field

206 Review// Assign Service Service 7 Click the Tasks tab 8 Select the task that you want to release 9 Click the Release icon at the bottom of the Tasks screen Select the task again 10 Click the icon at the bottom of the Tasks screen 11 Placeholder for Screenshot 7 Note: A notification cannot be completed unless all tasks are released and marked as complete

207 Review// Assign Service Service The steps to change the status of the notification are: 1 Click the Header menu 2 Click the Status icon next to the Notific. Status field 3 Select the 4 ASGN Request Assigned radio button in the Change Status screen 4 Click the Back icon Verify that the System Status contains ATCO - All Tasks d 4 Placeholder for Screenshot 3 207

208 Review// Assign Service Service Click the icon to set the system status of the notification to complete Enter the required details in the Reference date and Reference time fields in the pop-up window Click the Continue icon to complete the notification

209 Activity 1 Transaction Name: Transaction Code: IW51 Link to the uperform simulation: ?mode=EU&originalContext=

210 Learning Checkpoint 1 Which of the following T-codes is used to print a Service? Select the correct option. A. IW32 B. IW22 C. IW21 D. SP02 210

211 Learning Checkpoint 1 Which of the following T-codes is used to print a Service? Select the correct option. A. IW32 B. IW22 C. IW21 D. SP02 Option D is the correct answer. The T-code SP02 is used to print a Service. 211

212 Learning Checkpoint 2 Which of the following roles can be contacted if there is incomplete information in a notification or if a clarification is required? Select the correct option. A. SD Equipment Verification Planner B. SD Planner C. SD Releaser D. SD r 212

213 Learning Checkpoint 2 Which of the following roles can be contacted if there is incomplete information in a notification or if a clarification is required? Select the correct option. A. SD Equipment Verification Planner B. SD Planner C. SD Releaser D. SD r Option B is the correct answer. The SD r reviews the notification for completeness and accuracy. In case there is incomplete information or if a clarification is required, the SD r can contact the SD Planner. 213

214 Module 3 Summary The key points covered in this module are listed below: The process to repair a functional location is used when a functional location sustains damages or requires repairs The high-level steps in the Repair Functional Locations process are:, Review//, Assign, Service,,, Service, 214

215 Agenda Course Introduction Module 1: Property Maintenance and Operations Overview Module 2: One-time Equipment Repair Module 3: Repair Functional Locations Course Summary Course Assessment Course Survey 215

216 Course Summary The key points covered in this course are listed below: The Property Maintenance and Operations process puts in place a program that optimizes the useful life of a piece of equipment through the implementation of an effective corrective and preventative maintenance program The roles involved in the Property Maintenance and Operations process are: Plant Maintenance User, Plant Maintenance Planner, Plant Maintenance r, Plant Maintenance Verification Planner and Plant Maintenance Master Data Maintainer The Master Data elements used in the Property Maintenance and Operations process are functional location, equipment and work center The One-time Equipment Repair process describes how equipment breakdowns and emergencies are identified and corrective actions are taken The Repair Functional Locations process is used when a functional location sustains damages or requires repairs 216

217 Agenda Course Introduction Module 1: Property Maintenance and Operations Overview Module 2: One-time Equipment Repair Module 3: Repair Functional Locations Course Summary Course Assessment Course Survey 217

218 Course Assessment Now that you have completed all the modules in this course, you can test your knowledge by completing the Course Assessment. To receive credit for completing this course, you must pass this assessment with a minimum score of 90%. To complete the assessment you must return to the Learning Management System: 1. Log into Inspira 2. Navigate to Main Menu -> Self-Service -> Learning -> My Learning 3. Search for the name of the course under the My Learning Activities section 4. Click the Start link of the course assessment 5. Click the Submit button once you have completed the assessment 218

219 Agenda Course Introduction Module 1: Property Maintenance and Operations Overview Module 2: One-time Equipment Repair Module 3: Repair Functional Locations Course Summary Course Assessment Course Survey 219

220 Course Survey Your feedback is important to the continuous improvement of our training program. Please complete the evaluation for this course using the following steps: 1. Log into Inspira 2. Navigate to Main Menu -> Self-Service -> Learning -> My Learning 3. Search for the name of the course under the My Learning Activities section 4. Click the Start link of the course survey 5. Click the Submit button once you have completed the course survey 220

221 Congratulations! You have successfully completed the Umoja Corrective Maintenance course. 221