Tips and Tricks for Equipment Administration

Below is a list of tips and tricks for the Equipment Administration course. Click one of the items below to see information that may be helpful to you as you take the course.

What Executables to Use

For running the exercises, there are two executables available, Enterprise Asset Management.exe (EAM.exe) and Service Management.exe (SM.exe). If you are using this material on your own, you can choose to run any of them depending on your preferences. However, if you for instance, need to create a new customer to be used in Service Management, start the Distribution executable.

Importance of Student-Created Data

It is extremely important that you work with your own data to maintain data integrity. You will be working on company 70 and site 70 where there is an equipment object structure created. When you create your own data, it is recommended that you add your initials, XX to the data codes, e.g., XXPN-5-31 for the object ID. It will be easy for you to find your data later on during the exercises, and no one else should be using your data.

In the Prerequisites-section of the exercises, some descriptions are set to *, which means that any appropriate data could be used.

Adding Data to Lists of Values

The Zoom feature helps you set up a piece of missing basic data using the List of Values, or to become familiar with the parameters set for a particular piece of basic data. An example of this is when you need to create an object level which has not been set up. With the cursor in the Object Level field, click Zoom on the Commands menu (Shift+F9). The Object Levels window appears, where you can create the needed data.

Data Used in Course Material

If you are an instructor, additional information is available about the Racing database, which is the database used by all IFS Training Materials.

The Racing database contains different data layers, including the following two layers that form the foundation of the database:

To see more information about the Racing database, including a link to documentation for the RTUBE data layer, see Racing Database in IFS Training Help.

Object Information - Exercises

General Information

In the General tab, you can right-click and then click one of the several options available. For example, you can get an overview of historical transactions for serial objects, the connected object structure, and the connection type. You can copy objects with or without a spare parts list, documentation, test points, parameters, technical data, and PM actions. You can also switch easily to view preventive maintenance actions for the object, also active and historical work orders.

Technical Information

An object type represents a class or group of equipment objects, e.g., pumps or motors. The object type determines the technical attributes that will be shown in the Requirements tab (functional object) or Technical Data tab (serial object). In the Equipment Basic Data window, you connect technical classes to the type designation. In IFS/Application Services, the attributes are connected to the technical class.

Additional Object Information - Exercises

In the Functional Object window, you can make parallel connections to any other objects. If you want to do so, right click and then click Connected Objects. In the Connected Objects for Object window, create a new record. In the Connected Object ID field, select an object ID using the List of Values, and then in the Connection Type field select the kind of connection type that you want to establish between these two objects. Close the window. The Connections check box in the Functional Object window is now selected.

Measurements - Exercises

Measurements window, you can enter and view information on measurements for functional and serial objects. The measurements are carried out on parameters previously entered for the objects. You can also specify whether the measurement has been carried out on a special test point defined for the object. After saving, you cannot change any information in this window. The saved information appears in the Testpoints/Parameters tab in the Functional Object and Serial Object windows.

Serial Object - Exercises

There are various ways to create new serial objects. You can either go to the Serial Object window using the right mouse button menu, or close this window and open the Serial Object window from the Navigator. This new motor is not currently part of the object structure. It is your responsibility to create this new object. This motor needs close financial tracking. Therefore, it should be a serial object.