Asset Setup

Asset Statuses

Asset Statuses help you track and manage the lifecycle and condition of your assets in Dynaway EAM. You can define custom statuses, control which are considered "active," set defaults, and manage allowed transitions between statuses. Asset Statuses are visible in asset lists, details, and are used for searching, reporting, and planning maintenance.

What is an Asset Status?

An Asset Status indicates the current state of an asset, such as 'New', 'Installed', 'Broken', or 'Inactive'. Statuses help you group assets, filter lists, and plan maintenance activities. You can set up as many statuses as needed to match your business processes.

Setting Up Asset Statuses

1. Go to Assets Setup > Asset Statuses in your EAM role center.
2. Select New to create a status.
3. Fill in the following fields:
   • Code: Unique identifier for the status (required). This is used throughout the system to reference the status and must be unique for each status you create.
   • Description: Name or description of the status. This is what users will see in lists and reports, so use clear, meaningful names (e.g., 'Installed', 'Broken').
   • Sorting Order: Number to control the order in which statuses appear in lists. Lower numbers appear first. Use this to organize statuses logically for users.
   • Asset Active: Mark if assets with this status are considered active. When selected, assets with this status are included in maintenance planning and reporting as active assets. Unchecked statuses are treated as inactive and may be excluded from certain processes.
   • Default: Set one status as the default for new assets. Only one status can be default at a time. The default status is automatically assigned when a new asset is created, streamlining data entry.
   • Style: Choose a color/style for the status (None, Yellow, Green, Red). This controls how the status appears in asset lists and details, helping users quickly identify asset states visually.
   • Allowed Statuses Exist: Indicates if transitions from this status are restricted. If enabled, you must define which statuses are allowed as next steps. This enforces business rules and prevents invalid status changes.

Color Coding Asset Statuses

You can assign a color to each status for easy visual identification:

• None: No color
• Yellow: Status text is yellow
• Green: Status text is green
• Red: Status text is red

Colored statuses are shown in the Asset List and Asset Details FactBox. The Asset Card does not display color coding.

Managing Allowed Status Transitions

You can restrict which statuses an asset can be changed to:

1. On the Asset Statuses list, select a status.
2. Use the Allowed Statuses action to open the list of allowed transitions.
3. Add one or more allowed statuses. Only these can be selected as the next status for assets currently in this status.
4. If a user tries to change to a status that is not allowed, an error is shown.

Using Asset Statuses

• Asset Statuses are shown in asset lists, details, and reports.
• You can filter assets by status to find assets in a specific state (e.g., all 'Broken' assets).
• Statuses are used in maintenance planning and can trigger business logic (e.g., only 'Active' assets are included in work orders).
• When creating a new asset, the default status is automatically assigned.

Integration and Validation

• Asset Statuses are validated during status changes. The system checks allowed transitions and prevents invalid changes.
• The number of assets in each status is tracked automatically.
• Statuses are available in API queries and reports for integration with other systems.

Asset Condition Codes

Asset Condition Codes help you track and visualize the current condition of your assets in Dynaway EAM. You can define custom conditions, set defaults, assign colors and icons, and categorize conditions to match your business needs. Asset Condition Codes are visible in asset lists, details, and are used for searching, reporting, and planning maintenance.

What is an Asset Condition Code?

An Asset Condition Code indicates the physical or operational state of an asset, such as 'Good', 'Fair', or 'Poor'. Conditions help you group assets, filter lists, and prioritize maintenance activities. You can set up as many conditions as needed to support your asset management processes.

Setting Up Asset Condition Codes

1. Go to Assets Setup > Asset Conditions in your EAM role center.
2. Select New to create a condition.
3. Fill in the following fields:
   • Code: Unique identifier for the condition (required). Used throughout the system to reference the condition and must be unique for each condition you create.
   • Description: Name or description of the condition. This is what users will see in lists and reports, so use clear, meaningful names (e.g., 'Good', 'Poor').
   • Style: Choose a color/style for the condition (None, Yellow, Green, Red). This controls how the condition appears in asset lists and details, helping users quickly identify asset states visually.
   • Icon: Select an icon for the condition. Icons are shown next to the asset description in lists for quick visual cues. You can choose from predefined icons or import your own.
   • Default: Set one condition as the default for new assets. Only one condition can be default at a time. The default condition is automatically assigned when a new asset is created, streamlining data entry.
   • Condition Type: Categorize the condition (customizable to fit your organization’s needs).
   • No. of Assets: Shows how many active assets currently have this condition (automatically calculated).
   • Predefined Icon Name: Lets you select from a list of provided icons.

Color Coding Asset Conditions

You can assign a color to each condition for easy visual identification:

• None: No color
• Yellow: Condition text is yellow
• Green: Condition text is green
• Red: Condition text is red

Colored conditions and icons are shown in the Asset List and Asset Details FactBox.

Using Asset Condition Codes

• Asset Condition Codes are shown in asset lists, details, and reports.
• You can filter assets by condition to find assets in a specific state (e.g., all 'Poor' assets).
• Conditions are used in maintenance planning and can trigger business logic (e.g., prioritize assets in 'Poor' condition).
• When creating a new asset, the default condition is automatically assigned.

Integration and Validation

• Asset Condition Codes are validated during asset updates.
• The number of assets in each condition is tracked automatically.
• Conditions are available in API queries and reports for integration with other systems.

Additional Features

• Icons: Visual cues for asset conditions in lists.
• Predefined Icons: Provided by Dynaway, or you can import your own.
• Condition Type: Customizable to fit your business needs.
• Integration: Asset conditions are shown in asset lists, cards, and can be used for filtering and reporting.

Asset Category Codes

Asset Category Codes help you organize, group, and manage assets in Dynaway EAM. Categories provide a hierarchical structure, support default values, and enable efficient maintenance planning, reporting, and resource allocation.

What is an Asset Category?

An Asset Category is a classification for assets, such as "Pump," "Generator," or "Vehicle." Categories can be organized in a parent-child hierarchy, allowing you to group similar assets and inherit attributes, resources, and failure codes.

Setting Up Asset Category Codes

1. Go to Assets Setup > Asset Categories in your EAM role center.
2. Select New to create a category.

3. Fill in the following fields:

   • Code: Unique identifier for the category (required).
   • Description: Name or description of the category.
   • Background Color: Color for the category icon in the Assets Tree.
   • Parent Category: Select a parent category to create a hierarchy. Child categories inherit attributes and failure codes from their parent.
   • Def. Gen. Bus. Posting Group: Default posting group for transactions related to this category.
   • Expected Maintenance Strategy: Maintenance strategy for assets in this category.

4. Assign Attributes to the category. These are automatically added to assets created with this category.

5. Assign Resources to the category. Resources are automatically applied to maintenance plans and rounds for assets in this category.
6. Assign Failure Codes if your organization uses fault management. Failure codes can be inherited from parent categories.
7. Assign Items to the category for spare parts or consumables.

Category Icons

• You can select an icon for each category. Icons are shown in the Assets Tree and asset lists.
• Choose from predefined icons or import your own.
• Dynamic icons (colored circles) can be enabled in Asset Management Setup.

Extended Texts

• Add extended texts to categories for additional information.
• Extended texts are automatically copied to comments on documents, such as work orders and round orders.

Additional Features

• Icons: Visual cues for categories in lists and trees.
• Hierarchy: Parent-child relationships for inheritance.
• Attributes: Default values for assets.
• Resources: Automatic assignment for maintenance.
• Failure Codes: Fault management integration.
• Extended Texts: Additional information for documentation.

Asset Localization

Asset Locations help you track where your assets are physically located, organize them in a hierarchical structure, and support efficient maintenance, transfers, and reporting.

What is an Asset Location?

An Asset Location is a record that defines where an asset is placed, such as a building, room, area, or transit location. Locations can be organized in a parent-child hierarchy, allowing you to group locations and view them in a tree structure.

Setting Up Asset Locations

1. Go to Assets Setup > Asset Locations in your EAM role center.
2. Select New to create a location.
3. Fill in the following fields:
   • Code: Unique identifier for the location (required).
   • Name: Name or description of the location.
   • Parent Location: Select a parent location to create a hierarchy. Child locations inherit structure from their parent.
   • Warehouse Location: Default warehouse for maintenance items when creating work orders.
   • Address, City, Country/Region, GPS Coordinates: Enter address and geolocation details as needed.
   • Status: Choose between Open (fully functional), Blocked (no asset movement), or Closed (no assets, cannot be used for transfers).
   • Use As In-Transit: Mark if the location should be used for asset transfers.
   • Asset Responsibility Center: Assign responsibility for assets at this location.
   • Risk Assessment: Link to a risk assessment if using Dynaway Safe Work.
   • Maximum Entrance Time: Set time limits for restricted zones (if using Safe Work Entrance Log).

Extended Texts

• Add extended texts to locations for additional information.
• Extended texts are automatically copied to comments on documents, such as work orders and round orders.

Additional Features

• Hierarchy: Organize locations in a tree structure for easy navigation.
• Integration: Connect standard warehouse locations with asset locations.
• Filtering: Filter asset lists by location for reporting and planning.
• Safe Work Integration: Use risk assessments and entrance logs for safety compliance.
• Tagout: Create tagout records for locations if using Safe Work.

Asset Criticality

Asset Criticality helps organizations assess and manage the importance of each asset. This functionality supports both basic and advanced setups, enabling better maintenance prioritization, resource allocation, and risk management.

Basic Asset Criticality

Basic criticality is a simple Yes/No indicator for each asset

• Critical (Yes/No): Mark assets as critical or not on the asset card.
• Use filters and reports to prioritize maintenance and inspections for critical assets.

How to Use Basic Criticality

1. Open the asset card.
2. Set the Critical field to Yes or No.
3. Use asset lists and reports to filter by criticality.

Advanced Asset Criticality

With the DBC-3414 update, Dynaway EAM introduces a comprehensive Criticality Level system for both Assets and Maintenance Items. This advanced functionality enables organizations to evaluate asset and item importance using multi-criteria scoring and configurable criticality levels, supporting more precise maintenance prioritization and risk management.

Enabling Advanced Criticality

1. Go to the Dynaway EAM License Information page.
2. Enable the Criticality Level feature under Dynaway Features.
   • Enabling this feature will clear any existing basic 'Critical' flags on Asset and Maintenance Item cards, switching to the new criteria-based approach.

Setting Up Criticality Criteria

1. Open the Maintenance Criticality Criteria setup page.
2. Select New to define a criterion (e.g., Safety, Production Impact, Cost).
3. For each criterion, enter a name, description, and assign a scoring system (weight or value).
4. Save your changes.

Assigning and Scoring Criteria

1. On the Asset Card or Maintenance Item Card, assign values for each defined criterion.
2. The system automatically calculates the total criticality score for the asset or item based on the entered values and weights.
3. You can review and update criteria as asset conditions or business priorities change.

Defining Criticality Levels

1. Go to the Maintenance Criticality Levels setup page.
2. Select New to create a level (e.g., Low, Medium, High, or numeric levels).
3. For each level, enter a name, description, and define the minimum score required.
4. Optionally, assign colors or numeric values to help with sorting and reporting.
5. Indicate which levels should be considered 'Critical' for reporting and filtering.
6. Save your changes.

Using Criticality in Daily Operations

• On the Asset Card or Maintenance Item Card, the calculated criticality level is displayed based on the assigned criteria and scores.
• Use filters and reports to view and prioritize assets and items by criticality level.
• The system supports drill-down to view and update detailed criticality records.
• You can archive criticality records for audit and compliance purposes.

Change Log and Audit Trail

• All changes to criticality assignments and levels can be tracked in the Maintenance Log for full traceability.

This advanced criticality model enables more granular and objective asset and maintenance item evaluation, supporting better decision-making, risk management, and resource allocation across your maintenance organization.

Asset Responsibility Center

The Asset Responsibility Center feature in Dynaway EAM helps organizations assign and manage responsibility for assets. This ensures clear accountability, supports efficient maintenance planning, and improves asset management across locations and teams.

What is an Asset Responsibility Center?

An Asset Responsibility Center is a code or location assigned to an asset, indicating which department, team, or individual is responsible for its upkeep and management. This field is visible on the asset card and can be used to filter, sort, and report on assets by responsibility.

Setting Up Asset Responsibility Centers

1. Define Responsibility Centers

   • Go to the Asset Responsibility Centers setup page .
   • Create codes for each department, team, or location that will be responsible for assets.
   • Assign relevant details:
     • Code: Unique identifier for the asset responsibility center
     • Responsibility Center Code: Reference to a related responsibility center (if used)
     • Description: Descriptive name or details about the center
     • Scheduling Board Color: Specifies color for maintenance scheduler.
   • Additional actions allow you to manage dimensions for responsibility centers, supporting cost distribution and analysis.

2. Assign Responsibility Centers to Assets

   • Open the asset card for the asset you want to update.
   • Locate the "Asset Responsibility Center" field.
   • Select the appropriate responsibility center from the list.
   • Save your changes.

Maintenance Employees and Responsibility Centers

Maintenance employees in Dynaway EAM can be linked to asset responsibility centers, ensuring that work orders and maintenance tasks are assigned to the correct teams or individuals. This integration supports efficient resource allocation and clear accountability.

How to Link Maintenance Employees to Responsibility Centers

You can link maintenance employees to responsibility centers:

From the Maintenance Employee table:

• Go to the Maintenance Employee table or list page.
• Select the employee you want to update.
• Assign one or more responsibility centers to the employee.
• This ensures the employee is available for work orders and tasks related to assets managed by those centers.

How Asset Responsibility Centers Work

• The assigned responsibility center appears on the asset card and is used in asset lists and reports.
• You can filter assets by responsibility center to view all assets managed by a specific team or location.
• Responsibility centers help clarify ownership and streamline maintenance workflows.

Asset Attributes

Asset Attributes in Dynaway EAM allow you to define, manage, and track custom properties for each asset. This feature supports flexible asset classification, reporting, and analysis, helping organizations capture all relevant details about their equipment and resources.

What are Asset Attributes?

Asset Attributes are user-defined fields that can be added to assets to record specific information, such as manufacturer, model, serial number, or any other property important to your business. Attributes can be:

• Text
• Option (predefined list)
• Integer
• Decimal
• Date

Setting Up Asset Attributes

1. Go to the Asset Attributes setup page in Business Central.
2. Select New to create an attribute.
3. Enter a Name and select a Type (Text, Option, Integer, Decimal, Date).
4. Optionally, specify a Unit of Measure and set the attribute as Blocked if it should not be used.
5. For Option attributes, define the list of allowed values.
6. Save your changes.

Assigning Attributes to Assets

• Attributes can be assigned to asset categories, so all assets in a category inherit the relevant attributes.
• On the asset card, enter or select values for each attribute.
• Use the Asset Attributes FactBox to view and edit attribute values directly from the asset card.

Asset Attributes Overview

The Asset Attributes Overview page provides a list of all assets and their attribute values. You can:

• Filter and sort assets by attribute values
• Analyze asset data for reporting and decision-making
• Export attribute data for further analysis

Asset Maintenance Strategy

The Asset Maintenance Strategy feature in Dynaway EAM helps organizations define, manage, and optimize maintenance approaches for each asset. By assigning a maintenance strategy, you can ensure that assets are maintained according to best practices and business requirements.

Maintenance Strategy Overview

The Maintenance Strategy Overview provides a centralized view of all maintenance strategies defined in your system. Use this page to review, compare, and manage strategies, including their codes, descriptions, and key settings. You can filter, sort, and search for specific strategies, and access details and lines for each strategy.

Defining Maintenance Strategies

1. Go to the Maintenance Strategy setup page in Business Central.
2. Select New to create a maintenance strategy.
3. Enter a Code and Description for the strategy (e.g., Preventive, Predictive, Corrective).
4. Save your changes.

Maintenance Strategy Lines

Maintenance Strategy Lines allow you to define detailed logic and conditions for each maintenance strategy. These lines specify how and when maintenance actions should be triggered for assets.

Key Fields in Maintenance Strategy Lines

• Maintenance Strategy Code: Links the line to a specific maintenance strategy.
• Maintenance Strategy Line No.: Unique number for each line within a strategy.
• Expression: Defines the logic or condition that must be met for the line to apply.
• Type: Specifies the type of strategy line.
• Filter: Text field for additional filtering criteria (automatically set based on line type and expression).
• Not (Negative): Indicates if the condition should be negated.

Assigning Maintenance Strategies to Assets

1. Open the asset card for the asset you want to update.
2. Locate the Maintenance Strategy field.
3. Select the appropriate strategy from the list.
4. Save the asset card.

How to Use Maintenance Strategy Lines

1. Open the Maintenance Strategy Lines page for a specific strategy.
2. Add new lines to define conditions, logic, and filters for maintenance actions.
3. Use the Expression and Type fields to set up complex rules for when maintenance should occur.
4. Save your changes. The system will use these lines to evaluate and trigger maintenance tasks according to your strategy setup.

Tip: Use multiple strategy lines to build flexible and powerful maintenance strategies tailored to your asset management needs.

Using Maintenance Strategies in Planning

• Filter assets by maintenance strategy to view all assets managed under a specific approach.
• Use assigned strategies to guide maintenance planning, scheduling, and reporting.
• Review and update strategies as needed to align with business goals and asset performance.

Maintenance Log

The Maintenance Log Setup feature in Dynaway EAM allows you to configure which events and entities are tracked in the maintenance log. This ensures you have a complete audit trail of key changes and actions for assets, work orders, and related objects.

What is Maintenance Log Setup?

Maintenance Log Setup lets you specify which types of records (entities) and which events (actions) should be logged. You can enable or disable logging for each combination, giving you control over the level of detail in your maintenance history.

Entities You Can Track

You can log events for the following entities:

• Asset
• Asset Item
• Work Order/Round Plan
• Work Order/Round Plan Frequency
• Work Order/Round Plan Item
• Work Order/Round Plan Resource
• Work Order Plan Expense
• Claim
• Work Order/Round Order

Events You Can Track

For each entity, you can choose to log events such as:

• Created
• Deleted
• Status Changed
• Condition Changed
• Parent Changed
• Category Changed
• Priority Changed
• No. Changed
• Estimated Qty. Changed
• Work Type Code Changed
• Frequency Type Changed
• Next Planned Changed
• Next Planned Counter Reading Changed

How to Set Up Maintenance Log Tracking

1. Go to the Maintenance Log Setup page in Business Central.
2. Review the list of entity types and events.
3. For each combination, set the Enabled field to Yes to start logging, or No to disable logging.
4. Use the Show Log action to view the maintenance log entries for enabled events.

Possibilities and Best Practices

• Enable logging for critical entities and events to ensure compliance and traceability.
• Use the log to audit changes, investigate issues, and support maintenance planning.
• Adjust logging settings as your business needs change to balance detail and performance.