SC119 Umoja Plant Maintenance Overview. Umoja Plant Maintenance Overview Version 7 1

Transcription

1 SC119 Umoja Plant Maintenance Overview Umoja Plant Maintenance Overview Version 7 Last Copyright Modified: 20 United February, Nations

2 Agenda Course Introduction Module 1: Plant Maintenance Overview Module 2: Plant Maintenance Master Data Module 3: Plant Maintenance Process Module 4: Plant Maintenance Integration Course Summary Course Assessment Course Survey 2

3 Course Overview The purpose of the Umoja Plant Maintenance Overview course is to explain the Plant Maintenance module in Umoja. Prerequisite Review You should have completed the following prerequisite courses: Umoja Overview Umoja Master Data & Coding Block Overview Course Duration: 2 hours 3

4 Course Objectives After completing this course, you will be able to: List the key roles and responsibilities in the Plant Maintenance process Describe the key changes and benefits of the Umoja Plant Maintenance process Name the elements that constitute the Plant Maintenance Master Data Describe the Plant Maintenance process within Umoja Explain the high-level processes in Plant Maintenance 4

5 Agenda Course Introduction Module 1: Plant Maintenance Overview Module 2: Plant Maintenance Master Data Module 3: Plant Maintenance Process Module 4: Plant Maintenance Integration Course Summary Course Assessment Course Survey 5

6 Module 1 Objectives After completing this module, you will be able to: Describe the Plant Maintenance module in Umoja Explain the current challenges and key changes in the Plant Maintenance process at UN List the benefits of the Plant Maintenance module in Umoja 6

7 Key Terminology Key Term Equipment Equipment Status Functional Location Maintenance Plant Description 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 status that tells the user that a certain business transaction was performed for an object such as the availability and usability of the equipment. It is the hierarchical ordered structure 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). An organizational unit that is responsible for the equipment and Functional Locations. Maintenance orders 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. 7

8 Key Terminology Key Term Work Center Notification Task Task Lists Description 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 captures costing and scheduling. A data record through which a user informs the 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 (location of the object), What (technical object), When (notification start day) and Why (catalog codes). It keeps the history of a technical object. It is the high-level, planning and organizational aspect of a notification. These are standardized sequences of operations describing individual activities to be carried out on technical objects. Task Lists facilitate the planning of maintenance orders and plans and contain specifications for carrying out corresponding operations. 8

9 Key Terminology Key Term Activity Component Control Key Costing Cost Center 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 a material (tools, parts, etc.) required to complete a maintenance task. 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. It is used to determine the cost 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. It is a cost object that identifies the areas of ongoing cost responsibility within an overall organizational structure. 9

10 Roles & Responsibilities The following Umoja Enterprise roles are involved in the Plant Maintenance process: Services Delivery Notification User Responsible for creating and modifying the Umoja Notifications (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. Services Delivery Notification Approver Responsible for reviewing and approving the Umoja Notifications (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. 10

11 Roles & Responsibilities Services Delivery Planner Responsible for reviewing service requests (i.e. Umoja Notifications), as well as creating, modifying and completing the Umoja Service/Work Orders 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. Services Delivery Order Releaser Responsible for reviewing and releasing Service/Work Orders 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. 11

12 Roles & Responsibilities 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. Services Delivery Disposal Planner Within the Write off and Disposal process responsible for: reviewing, proceeding and updating the write-off notifications; collaborating with Asset Accountant and coordinating activities relating to disposal processes; updating the write-off Notifications with the process documentation; coordinating auction activities. 12

13 Roles & Responsibilities 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. 13

14 Plant Maintenance Overview Overview The Plant Maintenance (PM) module in Umoja enables an organization to: Assign, install, manage and verify equipment Plan, control and process scheduled maintenance Manage and perform corrective maintenance tasks Transfer equipment Write off and dispose equipment These processes optimize the availability of a piece of equipment and maximize the useful lifecycle of an equipment or functional location. 14

15 Challenges The challenges with the current Plant Maintenance process at UN are: Lack of centralized receipt and inspection operations Lack of an integrated system for equipment management and disposal Absence of means to share the maintenance practices across organizations Lack of equipment barcoding (standardized labels) Lack of functional location information Lack of data accuracy Manual integration for other existing systems, such as ineed 15

16 Key Changes The key changes in the Plant Maintenance process at UN after the Umoja implementation are: Equipment Record An equipment record will be created based on a serialization profile set within the Material Master record. This will allow the responsible office or Self Accounting Unit (SAU) to track the equipment that needs to be maintained, from receipt to use. Automated Reservation for Equipment If equipment is not available for assignment, a material reservation will be created, this may lead to the creation of a Procurement Shopping Cart Equipment Management and Tracking The automation in equipment management and tracking will make the work structured and considerably reduce manual procedures and paperwork (increasing efficiency) There is a global decisions on equipment that will be tracked Guideline on serialization for equipment for property stewardship purposes 16

17 Key Changes The key changes in the Plant Maintenance process at UN after the Umoja implementation are: Task List (Work Orders and Physical Inspections) This eliminates repetitive activities. It can be applied to the maintenance of equipment and functional location, as well as to the physical verification of equipment It provides the ability to have predefined templates (task lists) for corrective work that will be repeated. The predefined templates will detail out the work instructions, relevant procedure and required labor and material resources Integrated System Maintenance, tracking and disposal of equipment will be integrated into one system, thereby eliminating multiple database systems Equipment Transfer It provides visibility for the receiving office/mission on the equipment history, costs and analysis. This allows the receiving office/mission to make a cost/benefit analysis and decision on the transfer 17

18 Benefits The benefits of the Umoja Plant Maintenance process are: Increased life expectancy of assets and property Improved quality of maintenance planning (automatic creation of Work Orders) Global visibility of equipment/assets More accurate and reliable data Increased accountability 18

19 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 Finance (FI)/ Controlling (CO) Work Orders and Work Centers Plant Maintenance Source to Acquire Procurement of Equipment (Fixed Assets) Real Estate Maintenance of Functional Locations Fixed Assets Management Fixed Assets 19

20 Learning Checkpoint 1 If equipment is not available for assignment, Umoja. Fill in the blank with the correct option. A. Will not assign an equipment B. Will create a reservation for the same C. Will send a notification to the Plant Maintenance User about the same D. Will create a Purchase Order for the same 20

21 Learning Checkpoint 1 If equipment is not available for assignment, Umoja. Fill in the blank with the correct option. A. Will not assign an equipment B. Will create a reservation for the same C. Will send a notification to the Plant Maintenance User about the same D. Will create a Purchase Order for the same Option B is the correct answer. If equipment is not available for assignment, Umoja will create a reservation for the same, which may lead to the creation of a Procurement Shopping Cart. 21

22 Module 1 Summary The key points covered in this module are listed below: The roles involved in the Plant Maintenance process are: Service Delivery (SD) Notification User, SD Notification Approver, SD Planner, SD Order Releaser, SD Verification Planner, SD Disposal Planner, SD Equipment Master Data Maintainer and SD Equipment Master Data Maintainer Local The Plant Maintenance module in Umoja enables an organization to plan, control and process scheduled maintenance, inspect damage-related maintenance tasks and manage services The Plant Maintenance module optimizes the availability of a piece of equipment and maximizes the useful lifecycle of equipment 22

23 Agenda Course Introduction Module 1: Plant Maintenance Overview Module 2: Plant Maintenance Master Data Module 3: Plant Maintenance Process Module 4: Plant Maintenance Integration Course Summary Course Assessment Course Survey 23

24 Module 2 Objectives After completing this module, you will be able to: Identify the Master Data elements used in Plant Maintenance 24

25 Plant Maintenance Master Data Plant Maintenance and Customer Service share the same Master Data elements and are differentiated using categories for equipment, functional locations and order types. For example, an 'S' category is used for customer equipment and an "M" category is used for internal/asset equipment. All the installations in the organization that need maintenance are structured to facilitate sound maintenance practices. In general, the entities that require tracking of technical, cost and installation history, are treated as functional locations or equipment. Others are classified as either assemblies or materials. The Master Data elements used in the Plant Maintenance process are: Functional Location Equipment Work Center 25

26 Functional Location Functional Location Equipment Work Center A functional location represents a physical location (example building, floor or room) where equipment can be installed and/or maintained. The Functional Location Master Data record uses the following standard views: General: It displays the class, object (equipment) type, reference data and manufacturer data Location: It displays the location data and address Organization: It displays the account assignment (for example, company code or cost center) and responsibilities (for example, Maintenance Planning plant) Structure: It displays the structure indicator, higher-level functional location and equipment Additional Data or Links: It displays additional data or links in the Master record for the functional location (These can be activated as tab pages or called up using push buttons) 26

27 Functional Location Functional Location Equipment Work Center 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. The criteria for creating functional locations are: To represent the structures of the technical systems in the company according to functional criteria To perform the maintenance tasks for individual areas in the structure of the technical system (this work should be recorded) To store the technical data for certain parts of the technical system and to evaluate over a long period of time 27

28 Functional Location Functional Location Equipment Work Center The following chart shows an example of a functional location hierarchy. UN Entity Site Building Site Building Garage Workshop Floor Vehicles Equipment & Tools Printer 28

29 Equipment Functional Location Equipment Work Center A piece of equipment is an individual physical object that is to be maintained as an autonomous unit. It usually represents a single object (for example, vehicle, generator, engine or motor) for which maintenance tasks should be performed. Equipment can be installed/dismantled at a functional location. The following data is maintained in the Equipment Master Data: Description of the equipment Asset number and manufacturer data, like model, serial number, year of construction and acquisition value Classification data for mapping classes and characteristics Plant, location, person responsible and maintenance group responsible Cost center for settlement of maintenance-related costs Measuring points and counters Special permits required for any maintenance activity Technical identification number (here the census number of the equipment is maintained) 29

30 Equipment Functional Location Equipment Work Center The following data is maintained in the Equipment Master Data: Additional status of the equipment (whether the equipment is useable or to be repaired) Data specific to category of equipment Warranty relevant details Assignment for safety 30

31 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. Depending on the nature of work or structure of the organization, a maintenance work center may be an individual department, a group of skilled craftsmen or a workshop. Every piece of equipment and functional location can be allocated to a maintenance work center to perform the maintenance tasks assigned to the object. The main functions of work centers are: Costing Scheduling 31

32 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 32

33 Business Partner Overview A Business Partner (BP) is an important Master Data element. It defines the person, group or organization with whom UN has a business interest. In PM the BP record will be used within the equipment assignment process. Key components of the general BP Master Data include: Unique ID number BP Number Address, telephone number, and others Banking details Contact Information Banking Information Business Partner Currency, payment terms and payment method Identification number Payment Condition Legacy System Reference# 33

34 Learning Checkpoint 1 Which of the following Master Data elements represents the place at which a maintenance task is to be performed? Select the correct option. A. Functional Location B. Equipment C. Work Center D. Business Partner 34

35 Learning Checkpoint 1 Which of the following Master Data elements represents the place at which a maintenance task is to be performed? Select the correct option. A. Functional Location B. Equipment C. Work Center D. Business Partner Option A is the correct answer. A functional location represents the place at which a maintenance task is to be performed. 35

36 Module 2 Summary The key points covered in this module are listed below: The Master Data elements used in the Plant Maintenance process are: functional location, equipment and work center A functional location is a hierarchically ordered structure that represents a technical system, building or location A piece of equipment is an individual physical object that is to be maintained as an autonomous unit A work center refers to the maintenance team responsible for performing the maintenance tasks in a particular plant 36

37 Agenda Course Introduction Module 1: Plant Maintenance Overview Module 2: Plant Maintenance Master Data Module 3: Plant Maintenance Process Module 4: Plant Maintenance Integration Course Summary Course Assessment Course Survey 37

38 Module 3 Objectives After completing this module, you will be able to: Explain the high-level processes in Plant Maintenance 38

39 Plant Maintenance: High-level Processes The high-level processes in Plant Maintenance are: Equipment Assignment and Management Property Maintenance and Operations Decommission and Disposal 39

40 Equipment Assignment and Management Equipment Assignment and Management Property Maintenance and Operations Decommission and Disposal Process Overview The Equipment Assignment and Management process manages the overall equipment lifecycle in a controlled instructed way. The high-level Equipment Assignment and Management process is given below: Assign Equipment Maintain Technical Master Data Physical Verification of Equipment Note: The details of the Equipment Assignment and Management process are covered in the Umoja Equipment Management course. 40

41 Equipment Assignment and Management Assign Equipment Maintain Technical Master Data Physical Verification of Equipment When equipment is brought into operation within UN, it can either be assigned to a UN staff member, who assumes responsibilities for the equipment and/or it can be assigned to a functional location, where it can be used by multiple people and maintained by a planner group or work center. For example, a computer is a piece of equipment that can be assigned to a UN staff member and that person assumes responsibility for the equipment. Additionally, a printer can be installed at a floor in an office building occupied by UN, where it will be used by multiple staff members. This printer is installed at the location corresponding to the functional location The Assign Equipment process provides equipment and material accountability, visibility and life cycle history. 41

42 Equipment Assignment and Management Assign Equipment Maintain Technical Master Data Physical Verification of Equipment This process updates and maintains technical master data related to Plant Maintenance Master Data: Equipment Master Data Functional Locations* Work Centers/Activity Types** Maintain Technical Master Data process is included in other processes when master data is created and/or changed, such as in the Assign Equipment, Physical Verification, Repair/Maintain Equipment, Transfer, Write-off and Collaborate to Dispose processes. * Functional locations will be maintained through Real Estate **Work Centers and Activity types will be centrally maintained 42

43 Equipment Assignment and Management Assign Equipment Maintain Technical Master Data Physical Verification of Equipment The Physical Verification of Equipment process involves physically accounting for all tangible equipment in accordance with the property management guidelines. During this process, all equipment that are in use (assigned to a location, entity or person) or available for use are accounted for through the Physical Verification process. Pertinent detail such as physical location, equipment status and person responsible are validated. Any discrepancies found during the Physical Verification process are resolved and documented. The primary objective of the process is to: Validate the accuracy of equipment and material Master Data with respect to its physical location, status and person responsible Document and correct any discrepancies 43

44 Property Maintenance and Operations Equipment Assignment and Management Property Maintenance and Operations Decommission and Disposal Process Overview 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 preventive maintenance program. The high-level Property Maintenance and Operations process is given below: Preventative Maintenance Repair Equipment Repair Functional Locations Note: The details of the Property Maintenance and Operations process are covered in the Umoja Preventative Maintenance and Umoja Corrective Maintenance courses. 44

45 Property Maintenance and Operations Preventative Maintenance Repair Equipment Repair Functional Locations Preventative maintenance tasks need to be performed on Equipment, Buildings, and Infrastructure items on a regular basis to optimize their life. The tasks may be calendar or performance based. The maintenance plan is built through the Preventative Maintenance process. It is a combination of: Equipment to be maintained Tasks Frequency at which they need to be performed The plan is scheduled and based on the scheduling rules and Preventative Maintenance orders are created. The Preventative Maintenance orders are scheduled, assigned and executed through the Work Order Management process. The work performed is registered in the Preventative Maintenance plan to run reports and set alarms if the required work is not performed as planned. 45

46 Property Maintenance and Operations Preventative Maintenance Repair Equipment Repair Functional Locations Corrective maintenance on equipment refers to maintenance tasks performed to restore the ideal condition of a piece of equipment. There are two types of unplanned maintenance: Corrective Maintenance Breakdown Maintenance The Corrective Equipment Repair process describes how equipment breakdowns and emergencies are identified and corrective actions are taken. For example, a vehicle could undergo corrective maintenance if it is involved in an accident and requires repairs to fix the damaged sustained. Similar maintenance could also be performed on a computer if, for example, the screen cracked or the computer froze. 46

47 Property Maintenance and Operations Preventative Maintenance Corrective Maintenance on Equipment Corrective Maintenance on Functional Location Corrective maintenance on functional location refers to maintenance tasks performed to resort a functional location (e.g. a physical location) to its ideal condition. The process to perform corrective maintenance on 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. Alternatively, this process could also be used if a functional location, such as a room needs to be painted or a building s windows need to be washed. 47

48 Decommission and Disposal Equipment Assignment and Management Property Maintenance and Operations Decommission and Disposal Process Overview The Decommission and Disposal process optimizes the utilization of the equipment throughout its life and then manages its transfer, write-off and disposal. The high-level Decommission and Disposal process is given below: Transfer Write-off Collaborate to Dispose Note: The details of the Decommission and Disposal process are covered in the Umoja Decommission and Disposal Process course. 48

49 Decommission and Disposal Transfer Write-off Collaborate to Dispose An equipment becomes available for transfer due to: Surplus Immediate Operational Requirement (IOR) for a particular type of equipment by one UN office and the availability of similar equipment at a different UN office A requesting location can query the Umoja system for available equipment using the status and request for the equipment to be transferred via an Equipment Transfer request. The Equipment Transfer process covers the steps required to transfer equipment from the sending mission to the requesting mission. In the Equipment Transfer process, equipment that is available in one location is transported to another location, where there is a shortage of the same equipment (for example, UNHQ to UNOG or a mission to mission transfer). 49

50 Decommission and Disposal Transfer Write-off Collaborate to Dispose The Write-off process covers the steps required to write off or remove the equipment, which is at the end of its useful life, from available use in Umoja. In the Write-off Equipment process, the equipment is identified for write-off along with an associated disposal method. Depending on the reason for write-off and residual financial value of the equipment, a recommendation for write-off and disposal might need to be endorsed by the appropriate property survey boards. This process needs to be transparent, objective and auditable. 50

51 Decommission and Disposal Transfer Write-off Collaborate to Dispose The Collaborate to Dispose process covers the steps required to dispose an equipment. It is the final set of activities that are performed at the end of an equipment s lifecycle. The write-off reason and disposal method are determined through the Write-off Equipment process and the equipment can be disposed via the approved method. The five disposal methods that are available to dispose an equipment are: Sale Trade In Donate Cannibalize for Spare Parts Destroy The Equipment Manager tracks the progress of the disposal case by creating a Disposal request and attaching a predefined set of tasks relevant to the type of equipment and disposal method. The appropriate Environmental Health and Safety procedures are identified and tracked for each disposal case. 51

52 Learning Checkpoint 1 Which of the following processes manages the overall equipment lifecycle in a controlled instructed way? Select the correct option. A. Equipment Assignment and Management B. Property Maintenance and Operations C. Equipment Transfer D. Decommission and Disposal 52

53 Learning Checkpoint 1 Which of the following processes manages the overall equipment lifecycle in a controlled instructed way? Select the correct option. A. Equipment Assignment and Management B. Property Maintenance and Operations C. Equipment Transfer D. Decommission and Disposal Option A is the correct answer. The Equipment Assignment and Management process manages the overall equipment lifecycle in a controlled instructed way. 53

54 Module 3 Summary The key points covered in this module are listed below: The high-level processes in Plant Maintenance are: Equipment Assignment and Management, Property Maintenance and Operations, Equipment Transfer and Decommission and Disposal The Equipment Assignment and Management process manages the overall equipment lifecycle in a controlled instructed way 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 preventive maintenance program The Equipment Transfer process covers the steps required to transfer equipment from the sending mission to the requesting mission The Decommission and Disposal process optimizes the utilization of the equipment throughout its life and then manages its write-offs and disposal 54

55 Agenda Course Introduction Module 1: Plant Maintenance Overview Module 2: Plant Maintenance Master Data Module 3: Plant Maintenance Process Module 4: Plant Maintenance Integration Course Summary Course Assessment Course Survey 55

56 Module 4 Objectives After completing this module, you will be able to: Understand the integration points between the Plant Maintenance and Logistics modules 56

57 Plant Maintenance Integration Several processes in Plant Maintenance have integration points with Logistics processes in Umoja. These processes include: Equipment Assignment Equipment Transfer Equipment Write-off and Disposal The process flows in the succeeding slides outline the steps in Umoja and the responsible users. 57

58 Equipment Assignment Below is the Equipment Assignment process. It shows the integration across Umoja. Plant Maintenance Create/ Approve Notification requesting Equipment Equipment assigned to functional location or user responsible Logistics Check Stock Requirement List Yes In system? Create Reservation for Local Plant Approval Process Goods Issue No Create Shopping Cart Shipping and Inbound Procurement Steps Procurement 58

59 Equipment Transfer For transfers of equipment (not assets), the process given below will occur in the Logistics module*of Umoja and be completed by the responsible logistics users detailed PM Planner Uninstall Equipment from Sending Plant Transfer to Receiving Plant Inv. Manager Create STO (non-budget relevant) Inv. Manager Release STO (non-budget relevant) Log. Coord. Monitor Outbound Delivery* Inv. Manager Approve Reservation Inv. User Goods Issue Requesting Plant Sending Plant *Outbound Delivery is automatically generated by system *Where inventory management processes are not deployed, a PM managed process will be used 59

60 Disposal Process Below is the disposal process. Note that the disposal notification number should be referenced for all documents. Property Survey Board Recommendation Update equipment status Cannibalize/ Trade-in/Scrap Create write-off/ disposal requests notification Update equipment status Disposal Method Dispose equipment Deactivate equipment Uninstall equipment Bring equipment to inventory or transfer posting Sale/Donation Sale and Donation Process Tasks performed in Umoja Tasks performed outside Umoja 60

61 Module 4 Summary The key points covered in this module are listed below: The integration points between Plant Maintenance, Logistics and Procurement in the processes for assigning, transferring and disposing of equipment 61

62 Agenda Course Introduction Module 1: Plant Maintenance Overview Module 2: Plant Maintenance Master Data Module 3: Plant Maintenance Process Module 4: Plant Maintenance Integration Course Summary Course Assessment Course Survey 62

63 Course Summary The key points covered in this course are listed below: The Plant Maintenance module in Umoja enables an organization to plan, control and process scheduled maintenance, inspect damage-related maintenance tasks and manage services The Master Data elements used in the Plant Maintenance process are: functional location, equipment and work center The Equipment Assignment and Management process manages the overall equipment lifecycle in a controlled instructed way 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 preventive maintenance program The Equipment Transfer process covers the steps required to transfer equipment from the sending mission to the requesting mission The Decommission and Disposal process optimizes the utilization of the equipment throughout its life and then manages its write-offs and disposal The integration points between Plant Maintenance, Logistics and Procurement 63

64 Agenda Course Introduction Module 1: Plant Maintenance Overview Module 2: Plant Maintenance Master Data Module 3: Plant Maintenance Process Module 4: Plant Maintenance Integration Course Summary Course Assessment Course Survey 64

65 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 65

66 Agenda Course Introduction Module 1: Plant Maintenance Overview Module 2: Plant Maintenance Master Data Module 3: Plant Maintenance Process Module 4: Plant Maintenance Integration Course Summary Course Assessment Course Survey 66

67 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 67

68 Congratulations! You have successfully completed the Umoja Plant Maintenance Overview course. 68