Object Setup

Object Types

Object types are used as general object categorizations, for example, CNC machines, measuring equipment, and truck engines. Object types are used to manage which job types (maintenance tasks), object stages, object counters, object specification types, condition assessment templates, and product models can be selected on an object. When you create an object, the object type is mandatory.

For each object type, variations of object type setup can be created. Example: If you have an object type called "Trucks", you can create variations of that object type relating to products and product models, and add required spare parts and maintenance sequences to each object type setup.

First, you set up the required object types. Next, you create the product models to be related to the object types. Then, you create all the variations of object types that are required for your equipment in the Object type setup form.

Create object type

  1. Click Enterprise asset management > Setup > Objects > Object types > Object types.
  2. Click New to create an object type.
  3. Insert an object type ID in the Object type field and a name in the Name field.
  4. Select a stage group in the Object stage group field. Refer to the Object Stages section for more information on object stages and stage groups.
  5. Select "Yes" on the Total toggle button if you want to calculate summarized KPI values for objects with this object type.
  6. Click Save.
  7. On the Job types FastTab, select the job types that should be related to the object type. This is done by clicking on a job type in the Job types remaining section and clicking the < button.
  8. If you want to select all available job types, click the << button. All job types are transferred to the Job types selected section.
  9. If you want to remove a job type from the Job types selected list, select the job type and click the > button.
  10. Just as with job types, you can select counters to be related to the object type. On the Counters FastTab, make your selections the same way as described in steps 7-9. Read more about the setup of counters in the Counters section.
  11. Just as with job types, you can select specification types to be related to the object type. On the Specification types FastTab, make your selections the same way as described in steps 7-9. Select a specification type in the Specification types selected field, and use the Move up and Move down buttons to create the preferred sequence of specification types. The sequence of specification types will be shown on objects using this object type. Read more about object specifications in the Specifications section.

Note

When you add new specification types on this FastTab, existing objects are automatically updated with that information.

  1. Just as with job types, you can select condition assessment templates to be related to the object type. On the Condition assessments FastTab, make your selections the same way as described in steps 7-9. Read more about condition assessment templates and registrations in the Condition Assessment section.
  2. On the Product - model FastTab, all product model combinations set up on the selected object type are shown. Click the Product - model button to open the Product - model view if you want to see the product - model combinations divided by product. You can add model - object type relations in that form. It is also possible to add product - model relations to an object type directly in Object types. Finally, you can also create new product - model - object type relations in Enterprise asset management > Setup > Objects > Product - model. As you can see from this description, there are three ways of working with setting up and editing product - model - object type relations. All available combinations are shown from different perspectives, and you can select your preferred point of entry when working with this setup.

Note

If you select counters on an object type, the selections are automatically updated in the Counters form (Enterprise asset management > Setup > Objects > Object types > Counters).

The fields in the Details group shown at the top of the form show number of job types, counters, specification types, and so on, set up on the selected object type.

Manually created work orders typically relate to corrective maintenance. Work orders created automatically typically relate to preventive maintenance. When you create work orders manually, only the job types selected in Object types, on the Job types FastTab, can be used. However, automatically created work orders can use all the job types you have created in Job types (Enterprise asset management > Setup > Work orders > Jobs > Job types).

Object types
Object types

Create object type setup lines

  1. Click Enterprise asset management > Setup > Objects > Object types > Object type setup, or Enterprise asset management > Setup > Objects > Object types > Object types > select an object type > Object type setup button.
  2. The first time you use this form, the Create combinations button may be useful. You can use it to quickly create all combinations of a product model on an object type. Click the Create combinations button, select the object type for which you want to create combinations, and click OK.

Note

If you are not going to use all object type setup combinations that was automatically created, you can delete a setup by selecting it and clicking Delete.

  1. Click New to manually create a new object type setup.
  2. Depending on how specific the object type setup should be, make selections in the Object type, Product, and Model fields.
  3. If a warranty agreement is related to the object type, select the agreement in the Vendor warranty field. Read more about how to set up warranty in the Warranty chapter.
  4. On the Spare parts FastTab, click the Add button to add spare parts to the selected object type setup.
  5. On the Spare parts FastTab, select a spare part line, and click Approve if you want to approve the spare part. It is possible to select multiple lines for approval.
  6. On the Spare parts FastTab, select a spare part line, and click Item where used if you want to open the Item where used view to check if the selected spare part is used elsewhere in Enterprise Asset Management, for example, in relation to objects and work orders. Read more about this overview in the Items Where Used section. Select the Active check box to see all active spare parts in the list. Select the Approved check box to see only approved spare parts in the list.
  7. On the Maintenance sequences FastTab, click Add to add maintenance sequences to the selected object type setup.
  8. Use the copy function if you want to copy an object type setup to another setup. First, select the object type setup to which you want to copy a new setup. Then, click Copy setup, and select the object type setup from which you want to copy contents. The selections on the toggle buttons determine how much information you want to include. Select OK to copy.

Note

If you have many spare parts lines and maintenance sequence lines that you are going to reuse, the copy function is a quick and easy way to set up data for many object type setup combinations.

Object type setup
Object type setup

Spare parts on object type setup

As described in the "Create Object Type Setup Lines" section above, spare parts are set up in Object type setup on product models. This means that when you open Object type setup, you only see the spare parts related to the selected object type - product - model combination. If you want to see a list of all spare part records, click Enterprise asset management > Inquiries > Spare parts.

It is also possible to create new spare parts for existing object type - product - model combinations in the Spare parts form. Whether you prefer creating those records in the Object type setup view, in which you have a better overview of data on the selected object type - product - model combination, or you prefer the complete overview of all object type setup lines in the Spare parts view when creating new records, is up to you. If Spare parts contains many records, it may provide at better overview to use Object type setup.

Click Item where used if you want to open Item where used to check if the spare part on the selected line is used elsewhere in Enterprise Asset Management, for example, in relation to objects and work orders. Read more about this overview in the Items Where Used section.

Spare parts
Spare parts

Condition assessment

Note

In Enterprise Asset Management, condition assessment has been replaced by checklists, which are used on work orders. Condition assessment functionality can still be used in Enterprise Asset Management, but we recommend that instead, you create a job type called "Condition assessment" and create checklists for that job type.

Condition assessment is performed at regular intervals, and the primary objective is to create and maintain condition data on objects. Seen from a preventive maintenance perspective, it is important to monitor key information such as current condition, and remaining life span. Furthermore, if you carry out condition assessment at regular intervals, you will be able to monitor and compare conditions on the machinery in your factory.

Condition assessment can be used to measure and monitor many conditions on your equipment. Example: You could measure vibrations on your machinery. After you have registered vibration measurements in Enterprise Asset Management on various types of equipment, you can search for the latest registered assessment and view vibration measurements.

Condition assessment is created on objects. You set up a condition assessment template on an object type before you carry out the condition assessment procedure. The reason for using templates for condition assessment is to avoid variation of condition data on similar objects. The sequence for setting up and using condition assessment in Enterprise Asset Management is: First you set up the required condition assessment templates. Next, you associate templates with object types in the Object types form. Finally, you can create condition assessment registrations on an object in the Object form.

Create a condition assessment template

  1. Click Enterprise asset management > Setup > Objects > Object types > Object types > Condition assessment.
  2. Click New to create a new template.
  3. Insert and ID for the template in the Template field.
  4. Insert a name for the template in the Name field.
  5. On the Condition assessment lines FastFab, add the lines required for the condition assessment, including selection of the appropriate condition type and measurement unit.
  6. On the Object types FastTab, add the object types that should use the condition assessment template.
  7. In the Lines and Object types fields in the Details group, you will see the number of assessment lines and object types related to the selected condition assessment template.

Condition assessment template
Condition assessment template

Create condition assessment registration on an object

  1. Click Enterprise asset management > Common > Objects > All Objects.
  2. In the list, select the object for which you want to create a condition assessment registration.
  3. On the General tab, click Condition assessment.
  4. Click New to make a new registration.
  5. Select the date for the condition assessment in the Date field.
  6. Select the name of the worker who carried out the assessment registration in the Worker field.
  7. In the Lines field, you see the number of assessment lines set up on the condition assessment.
  8. Select a template for the condition assessment in the Template field. The name of the template is automatically inserted in the Name field, and the related registration lines are inserted on the Condition assessment lines FastTab.
  9. You can insert notes relating to the selected condition assessment on the Notes FastTab.
  10. For each condition assessment line, insert measurement data in the Value field.
  11. You can insert a comment relating to the selected registration line on the Condition assessment lines FastTab > Comments tab. If you add a comment on a line, the Comment check box is automatically selected.

After you have made a condition assessment registration on an object, you can print a condition assessment report.

Note

You can also register condition assessment on a work order (Enterprise asset management > Common > Work orders > All Work orders > Condition assessment button.)

Product and Model

Product and model setup is used to specify products and related models. Models can be related to object types. This section describes how to create product and model relations.

Set up product-model relations

  1. Click Enterprise asset management > Setup > Objects > Product - model.
  2. Click New to create a new product.
  3. Insert a product name in the Product field, and a description in the Description field.
  4. On the Models FastTab, click Add to create a model to be related to the product.
  5. Insert a model name in the Model field and a description in the Description field.
  6. In the Object type field, select the object type to which the product model should be related.

Note

You can also setup object type - product - model relations in Object types. Refer to the Create Object Type procedure for more information.

  1. In the Details group > Models field, you see the number of product models set up on the selected product.
  2. In the Details group > Objects field, you see the number of objects using the selected product.
  3. In the Objects field, you see the number of objects using the product model.

Note

An object type can have no product model relations, or be related to one product model, or several product models. If an object type is related to at least one product model, only the specific combinations set up in Product - model can be selected in the views in Enterprise Asset Management in which a combination of object type - product - model can be set up, for example, All objects, Object priorities, Job type setup, and Maintenance budget lines. If some object types are not related to any product model, only those object types, and product models that also have no relation to object types are shown.

Product - model relation overview
Product - model relation overview

Select product-model on an object

  1. Click Enterprise asset management > Common > Objects > All Objects.
  2. Select the object by clicking on the link in the Object column (to go to Details view).
  3. Click Edit.
  4. On the General FastTab, make your selections in the Product and Model fields.

Counters

Counters are used to make counter registrations on objects, for example, regarding number of production hours, or quantity produced on the object. Object types are related to the counters. This means that a counter can only be used on an object if the counter is set up on the object type used on the object.

Before you can make counter registrations on objects, you first create the counters you want to use in Counters. Next, you can create counter registrations on objects in Object counters, which is described in Manual Update of Object Counters and Automatic Update of Object Counters sections.

Counters can be used on maintenance sequences. A maintenance sequence line can be of type "Counter", for example, relating to number of production hours or quantity produced. Refer to the Maintenance Sequences section for more information on maintenance sequences using counters.

A counter can be updated manually or automatically based on production hours or quantity produced. A counter can be set up to use one of three update methods (selected in the Update field in Counters):

  • Manual - you must manually register counter values.
  • Production hours - the counter is automatically updated based on number of production hours.
  • Production quantity - the counter is automatically updated based on number of quantity produced.

Note

If quantity produced is used, all registered items are included in the count, good quantity as well as error quantity. It is always possible to make manual counter registrations, if required.

Create counter types for object counter registrations

//ToDo: Reformulate? Screenshot: no screenshot?//

  1. Click Enterprise asset management > Setup > Objects > Object types > Counters.
  2. Click New to create a new counter type.
  3. Insert a counter ID in the Counter field, and a counter name in the Name field.
  4. On the General FastTab, select a counter unit in the Unit field.
  5. In the Update field, select the update method to be used for the counter.
  6. Select "Yes" on the Inherit counter values toggle button if sub objects in a hierarchical object structure should automatically inherit counter registrations made on the parent object.
  7. In the Total aggregate field, select the summation method to be used for a counter using this counter type. "Sum" is the standard selection used to continuously add registered counter values to the total value. "Average" can be used if an object counter is set up to monitor a threshold, for example, regarding temperature, vibrations, or wear and tear on an object. In the screenshots at the end of this article, a "Temperature" counter type is shown, and for that counter type, it is relevant to get an overview of the average value measured over time.
  8. In the Deviation over field, insert the upper level in percent for validating if manual counter registrations are within an expected range. The validation is based on a linear increase in existing counter registrations.
  9. In the Deviation under field, insert the lower level in percent for validating if manual counter registrations are within an expected range. The validation is based on a linear decrease in existing counter registrations.
  10. In the Type field, select the type of message (information, warning, error) to be shown if deviations outside the defined range occur when you make manual counter registrations.
  11. On the Object types FastTab, add the object types that should be able to use the counters.
  12. On the Related counters FastTab, add the counters that you want to be automatically updated when this counter is updated.

Note

A related counter is only automatically updated if the related counter has the object type, to which it is related, in the counter setup.

Example: You set up a counter for "Production hours" and add the object type "Truck Engine". When that counter is updated, a related counter "Oil" is also updated with the same counter values. The setup in Counters includes the setup on "Hours". Also, on the "Oil" counter, the object type "Truck Engine" should be added to the Object types FastTab to ensure the counter relation. See the screenshots below for the setup on the Hours and Oil counters.

When object types are added to a counter in Counters, that counter is automatically added to the object types on the Counters FastTab in Object types.

Read more about manual and automatic counter registrations in the Manual Update of Object Counters and Automatic Update of Object Counters sections.

Related counters in counter setup
Related counters in counter setup
Object type in counter setup
Object type in counter setup

Enterprise asset management parameters

In Enterprise Asset Management, general parameters relating to objects, work orders, and work order scheduling must be set up. Click Enterprise asset management > Setup > Enterprise asset management parameters to open the form.

The Create data wizard button can be used to automatically create setup data for test or demo data purposes in a company in Dynamics 365 for Finance and Operations. Refer to our white paper "Set up Test Data in Enterprise Asset Management" for information on how to use the wizard.

  • Default functional location is the standard functional location, which is automatically selected on objects when you create new objects.
  • In the Standard calendar field, select a calendar to be used for calculating object KPIs, in case no resource is selected on an object.
  • In the View field, select the standard view that is shown when you open the Object view form (Enterprise asset management > Common > Objects > Object view).
  • Default request type is the standard request type, which is automatically selected when you create a new request.
  • If you want to create projects that relate to objects, project relations regarding selection of Main project, Project hierarchy, and the option to Auto create projects are set up in Enterprise asset management parameters.
  • In the Work order project mask field, you define the number of sub projects allowed for work orders and sub-objects. A work order mask is used to define how many work orders can be created on an object and used on the related work order line project. The work order mask is set up in the Work order project mask field in Enterprise asset management parameters (Enterprise asset management > Setup > Enterprise asset management parameters > Work orders).

Note

The format for a work order project mask is a number of hash signs (#), depending on the maximum number of work orders you expect to create on an object. Example: ## allows you to create up to 99 sub-projects.

  • Forecasts on job types are stored on the project selected in the Forecast project field. For each job type, a new activity is automatically created on the forecast project. Forecasts on the job type are then saved on the forecast project.
  • In the Model field, select the forecast model used on job type and work order forecasts.

Forecast project field
Forecast project field

  • Default work order type defines standard settings when creating a work order.
  • Preventive work order type defines the work order type used when creating work orders from object calendar lines. If this field is left blank, the work order type in the Default work order type field is used.
  • In the Related work order mask field, you define the maximum number of work orders that can be related to a work order. In the example in the screenshot at the end of the article, a work order can have up til 99 work orders related. If you define a mask as shown in this field, related work orders will be numbered [work order ID of the work order to which a work order is related]-01, -02, -03, and so on. If you do not define a mask in this field, a related work order will get the next sequential work order ID.
  • Select "Yes" on the Copy faults toggle button if you want to automatically copy faults registered on work orders to related requests.
  • In the Level field, you define the functional location level that is automatically inserted on a work order if all related work order lines refer to the same functional location. If the work order lines do not all relate to the same functional location on the defined level, the Functional location field is left blank on the work order. Example: If you insert the number "1" in this field, that is the top level in a functional location hierarchy. If you insert the number "0" in this field, you have not defined a specific functional location level, only that all work order lines on a work order must be related to the same functional location for that functional location to be added to the work order.
  • Journals used when posting consumption on a work order can be selected on the General FastTab.
  • In the Product language source field, select which language to use for product names in Enterprise asset management reports. You can select the language set up on the company account, or the language set up for the user currently logged in on Dynamics 365 for Finance and Operations.
  • Select "Yes" on the Real time update toggle button if you want to automatically update changes to job type setup, maintenance sequences, and rounds.

Note

If you select "No", changes to job type setup, maintenance sequences, and rounds are not updated automatically in Enterprise Asset Management

Select "No" on the toggle button if you have large amounts of data being synchronized, for example, many objects or functional locations set up on maintenance sequences or rounds, or a large number of maintenance sequences or rounds.

If you make changes to job type setup or maintenance sequences or rounds, and you have selected "No" to real time update, a warning may not be shown if the changes influence:

  • functional locations set up on maintenance sequences or rounds
  • objects set up on maintenance sequences or rounds
  • maintenance sequences setup
  • rounds setup
  • On the Category FastTab, default categories relating to consumption on work orders can be defined.

Work orders parameters
Work orders parameters

  • Schedule time fence defines period in days, calculated from the expected start date of the work order, during which work order lines are planned.
  • The Master plan relates to resources in the Organization administration module. If you select a master plan in this field, you will be able to see capacity reservations related to work orders in Capacity reservations (Organization administration > Resources > Resources > select resource > Resource tab > Capacity reservations button). If you leave this field blank, you will be able to see capacity load related to work orders in Capacity load (Organization administration > Resources > Resources > select resource > Resource tab > Capacity load button).

Note

The selection regarding using a master plan or not in the Enterprise asset management module, and the related form used to get an overview of capacity reservations or capacity load is standard Dynamics 365 for Finance and Operations setup. Depending on your setup in the Master plan field, you will be able to access capacity information in either Capacity reservations or Capacity load in the Organization administration module. It is not possible to create a setup in which capacity reservations are shown in both views.

The nine fields described below all relate to calculated rating scores, which are used to calculate work order priority during work order scheduling.

  • Priority - a rating score calculated together with the rating score in the Criticality and Start date fields. The number in this field is divided by the number in the Priority field on a work order. Example: If the value "5.00" is inserted in this field, and a work order has priority "20", the rating score for priority is 0.25.
  • Criticality - a rating score calculated together with the rating score in the Priority and Start date fields. The number in this field is multiplied by the number in the Criticality field on a work order. Example: If the value "10.00" is inserted in this field, and a work order has criticality "5", the rating score for criticality is 50.
  • Start date - a rating score calculated together with the rating score in the Priority and Criticality fields. This field indicates daily score as a negative value and is compared to the Expected start field on a work order. Example: If the value "10.00" is inserted in this field, and the expected start date of a work order is three days from now, the rating result is minus 30.00. Adding the results of 0.25 and 50 from the examples in the Priority and Criticality fields described above provides a total of plus 20.25. That number is compared to all other work order rating scores during work order scheduling, and the highest rating scores are then planned first.
  • Responsible worker - a rating score calculated together with the Responsible worker group, Preferred worker, Preferred worker group, Object location, and Start date rating score values. If the value "50.00" is inserted in this field, and a responsible worker has been selected on a work order, the worker gets 50 points in the overall worker calculation during work order scheduling.
  • Responsible worker group - a rating score calculated together with the Responsible worker, Preferred worker, Preferred worker group, Object location, and Start date rating score values. If the value "50.00" is inserted in this field, and a responsible worker has been selected on a work order, the worker gets 50 points in the overall worker calculation during work order scheduling.
  • The Limit to responsible Yes/No toggle button limits the number of workers available for work order scheduling. Select "No" if you want to calculate a score for all workers, regardless that they are set up as responsible workers or part of a responsible worker group. Select "Yes" if you want to calculate a score for workers who are set up as responsible worker on the work order, and/or included in a responsible worker group selected on the work order.
  • Preferred worker - a rating score calculated together with the Responsible worker, Preferred worker, Preferred worker group, Object location, and Start date rating score values. The four rating scores are calculated and added together to provide a score used for selecting which worker should be assigned to which work order during work order scheduling. If the value "10.00" is inserted in this field, and a worker has been selected as preferred worker on a work order, that worker gets 10 points in the overall worker calculation during work order scheduling.
  • Preferred worker group - a rating score calculated together with the Responsible worker, Preferred worker, Preferred worker group, Object location, and Start date rating score values. If the value "10.00" is inserted in this field, and a worker has been assigned to a preferred worker group selected on a work order, that worker gets 10 points in the overall worker calculation during work order scheduling.
  • The Limit to preferred Yes/No toggle button limits the number of workers available for work order scheduling. Select "No" if you want to calculate a score for all workers, whether or not they are set up as preferred workers or part of a preferred worker group. Select "Yes" if you only want to calculate a score for workers who are set up as preferred workers, and/or included in a preferred worker group.
  • Location - rating score calculated together with the Responsible worker, Preferred worker, Preferred worker group, Object location, and Start date rating score values. If the value "3,000.00" is inserted in this field, a worker gets 3,000 points in the calculation if the worker is located in the same factory or facility as the object on which a job is to be scheduled.

Note

If your company uses functional locations, workers get full score if they are located on the functional location related to the object. If the functional location of the object has a parent object, workers on that functional location get 1/2 score. If that location also has a parent, workers on that location get 1/3 score. If that location also has a parent, workers on that location get 1/4 score, and so on.

If your company uses object location, which we do not recommend, location, area, and zone are used to calculate location scores. Workers get full score if they are located in the location and area and zone related to the object. If worker location only matches location and area, the rating score for the worker is 2/3 of the full score. If worker location only matches location, the rating score for the worker is 1/3 of the full score.

  • The Limit to location Yes/No toggle button limits the number of workers available for work order scheduling. Select "No" if you want to calculate a score for all workers across all functional locations. Select "Yes" if you only want to calculate a score for workers who are associated with the work order's functional location.

Note

The three "Limit to..." toggle buttons are introduced to increase the speed of work order scheduling by limiting the number of scores calculated for workers.

  • Start date - rating score calculated together with the Responsible worker, Preferred worker, Preferred worker group, Object location, and Start date rating score values. This field indicates daily score as a negative value and is compared to the Expected start field on a work order. If the value "10.00" is inserted in this field, and the expected start date of a work order is tomorrow, the rating result is minus 10.00.

Note

Assuming that no responsible worker and responsible worker group have been selected on a work order to be scheduled - you add and subtract the rating score values in the examples in the Preferred worker, Preferred worker group, Object location, and Start date fields above, you get a total of 3,010.00. This means a high score for the worker who is already selected as preferred worker as well as included in the preferred worker group on the work order, and the worker is also located in the same facility as the object for which a job needs to be scheduled. All in all this means there is a good chance that the worker in question will be selected to complete the job during work order scheduling.

If the value "0.00" is inserted in one of the eight fields above, that rating score will not be used during work order scheduling.

In the screenshot below, on the Work order score example FastTab, you will see calculation examples based on the scores inserted in the Priority, Criticality, and Start date fields.

Work order scheduling setup
Work order scheduling setup
Work order score example
Work order score example

Here, you get an overview of the version numbers, licenses, and configuration keys related to your Enterprise Asset Management solution.

License & configuration
License & configuration

Select the document types that should be available for printing attachments related to a work order report. This is done by clicking on a document type in the Available section and clicking the button. If you want to remove a selected document type, select the document type in the Selected section and click the button.

Document types
Document types

Select the required number sequences in this section. There are two number sequences for objects: One for manually created objects, and one for objects created through pending objects.

Number sequences
Number sequences

Object stages

Object stages are used to define if an object is active or inactive. For example, stages such as "Created", "Active", and "Terminated" can be set up.

Note

Request stages, described in the Request Stages section, are linked to object stages. This means that when a request changes to a new stage, the object attached to the request changes the object stage accordingly. Example: If a request has the status "Inbound", the object changes the object stage to the stage selected in Object stage groups > Object stage FastTab > Inbound stage field. Refer to the screenshot of the Object stage groups form at the end of this section.

Refer to the Requests section for more information on loan objects and depot repair.

Stages can be set up in stage groups, in which you can define required stages for different kinds of objects. First you set up stages. Next step is creating a stage group and selecting stages for the group.

  1. Click Enterprise asset management > Setup > Objects > Stage > Stages.
  2. Click New to create a new object stage.
  3. Insert the stage ID in the Stage field, and a description in the Name field. In the Stage groups field, you can see the number of object stage groups that uses the object stage.
  4. Select "Yes" on the Active toggle button if this should be an active stage in which work orders can be created for objects.
  5. Select "Yes" on the Delete open calendar lines toggle button if open object calendar lines with stage "Created" should be deleted at this stage. This is useful if you want to clean up any open calendar lines that are no longer relevant for the object, for example, if the object is no longer active.

Note

Object stages, stage groups, and types are related and used in the same way as work order stages, work order stage groups, and work order types. Refer to the Work Order Stages section for a general explanation regarding stage group, type, and stage relations.

When you have created the required object stages, you can set up stages in stage groups.

  1. Click Enterprise asset management > Setup > Objects > Stage > Stage groups.
  2. Click New to create a new object stage group.
  3. Insert the stage group ID in the Stage group field, and a description in the Name field. In the Stages and Object types fields, you can see the number of stages selected in the stage group, and the number of object types that uses the stage group.
  4. On the Stages FastTab, select the stages that should be included in the group. This is done by clicking on a stage in the Stages remaining section and clicking the button.
  5. If you want to select all the available stages for a group, click the button. All stages are transferred to the Stages selected section.
  6. If you want to remove a selected stage from the group, select the stage in the Stages selected section and click the button.
  7. Click Stage updates to define which stages can follow a selected stage.
  8. The Object stage FastTab is used if you handle objects that you receive for repair. In the Inbound/outbound section, you can select object stages to indicate the workflow of an object that you receive for repair. If you offer loan objects to customers or departments, you can also select stages for loan objects in the Loan section.

Object stages
Object stages
Object stage group
Object stage group

Object priorities

Object priority is related to objects and transferred to requests and work orders. Object priority can be changed, if required. Object priority is used to calculate work order priority during work order scheduling.

Refer to the Enterprise Asset Management Parameters section for more information on the setup related to calculating rating scores for work order scheduling. You must set up at least one default record for object priority, which is used in case no other match is found during work order scheduling.

Example 1: The default priority in case no other match is found (set up in the third record in the Object priorities screenshot below).

Example 2: A high priority for scheduling jobs for a "Volvo" truck engine (set up in the first record in the Object priorities screenshot below).

Object priorities
Object priorities

Set up object priorities

  1. Click Enterprise asset management > Setup > Object priorities.
  2. Click the New to create a new record.
  3. Depending on the detail level for the object priority, make the relevant selections in the Object type, Product, Model, Object, and Work order type fields.

Note

When object priority is used for requests and work orders, Enterprise Asset Management goes through all object priority records to check for a possible match, always checking the most specific combination first. This means that, first, a possible match regarding Work order type is checked. If no match is found, Object is checked, and so on. As you can see in the layout of the form, this means that Enterprise Asset Management checks each record from right to left for a match (Work order type, then Object, then Model, Product, and Object type) to find the most specific combination. If no match is found, the "default" record with no selections in those five fields is used.

  1. In the Priority field, insert a number indicating priority.

Note

Refer to the Priority and Description section for information on how to create priorities.

The last object priority record shown in the figure in the article "Object priorities" is a "Standard priority" with no limitations selected on the record. When the system selects the priority value to be used on a request or work order, the following sort order is used: Work order type, Object, Model, Product, and Object type. All values set up in those fields are sorted in a descending order to ensure that the most specific combination is always selected.

Note

If you change an object priority in this setup form after you have used it on a work order, the priority on requests and work orders are not updated accordingly.

Object criticalities

Object criticality is related to objects and transferred to work orders. Object criticality cannot be changed on a work order. Object criticality is used to calculate work order criticality during work order scheduling, meaning to what extent does a maintenance job or a service job on an object affect the production schedule and productivity in your company. Refer to the Enterprise Asset Management Parameters section for more information on the setup related to calculating rating scores for work order scheduling. The sequence of working with criticality setup is that first, you create the criticalities to be used in the object setup. Next, you set up object criticalities.

Set up criticalities

  1. Click Enterprise asset management > Setup > Objects > Criticalities.
  2. Click New to create a new record.
  3. In the Criticality field, insert a number indicating criticality.
  4. In the Name field, insert a name for the criticality.
  5. In the Factor field, insert a factor, which is used during calculation of work order scheduling, to determine which criticality record should be used (always the one with the highest factor). This is relevant if, as shown in the figure below, criticality lines have been created with the same criticality value.

Criticalities overview
Criticalities overview

Set up object criticalities

  1. Click Enterprise asset management > Setup > Object criticalities.
  2. Click New to create a new record.
  3. Depending on the detail level for the object criticality, make the relevant selections in the Object type, Product, Model, Object, Job group, and Job type, Variant and Trade fields.

Note

When object criticality is selected, Enterprise Asset Management goes through all object criticality records to check for a possible match, always checking the most specific combination first. This means that, first, a possible match regarding Trade is checked. If no match is found, Variant is checked, if no match is found, Job type is checked, and so on. As you can see in the layout of the form, this means that Enterprise Asset Management checks each record from right to left for a match (Trade, then Variant, then Job type, Job group, Object, Model, Product, and Object type) to find the most specific combination. If no match is found, the "default" record with no selections in those eight fields is used.

  1. In the Criticality field, select one of the criticality values you created in Criticalities.

Example 1: The default criticality in case no other match is found (the first record in the Object criticalities screenshot at the end of this article).

Example 2: A high criticality for scheduling jobs for object types "Kettle" and "Plate heat exchanger" (set up in the fourth and fifth record in the Object criticalities screenshot at the end of this article).

Note

If you change an object criticality in this setup after you have used it on a work order, the criticality on the work order is not updated accordingly.

Criticality on a work order is re-calculated each time a work order line is added or deleted on the work order.

If a work order contains several work order lines, the highest criticality according to the Factor field in Criticalities is always used on the work order.

Generally, object criticality may change over a period and be influenced by the purchase of new equipment, refurbishments, and so on. Consider re-evaluating your object criticalities at regular intervals, for example, once a year or every other year, to ensure that your criticality definitions match your current production setup.

Object criticalities
Object criticalities

Object documents

In Enterprise Asset Management, you can set up documents to automatically relate to, for example, job types, products, object types, or objects. This is useful when updated document versions are released. In that case, you only need to place the updated document on the standard location you use for your Dynamics 365 for Finance and Operations documents, attach the document to the object document record you have created, and the updated document can be accessed from the All objects, Active objects, My active objects, All work orders, and Active work order lines menu items. The process regarding attaching documents to an object document record uses the standard document handling system in Dynamics 365 for Finance and Operations.

Example 1: A document may relate to a job type (set up in the first record in the Object documents screenshot below). The related document could be a procedure description for the selected job type.

Example 2: A document may relate to an object type - product - model combination (set up in the second record in the Object documents screenshot below). The related document could be the standard manual for the selected product model.

Create object document relation

  1. Click Enterprise asset management > Setup > Object documents.
  2. Click New to create a new object document record.
  3. Depending on how specific you want the document relation to be, make the relevant selections in one or more fields: Object type, Product, Model, Object, Job group, Job type, Variant and Trade. The selections available in the Variant and Trade fields depend on the selected job type.

Note

When the system searches for documents to be related to an object or a work order, Enterprise Asset Management goes through all object document records to check for a possible match, always checking the most specific combination first. This means that, first, a possible match regarding Trade is checked. If no match is found, Variant is checked. If no match is found, Job type is checked, and so on. As you can see in the layout of the form, this means that Enterprise Asset Management checks each record in the Object documents form from right to left for a match (Trade, then Variant, then Job type, Job group, Object, Model, Product, and Object type) to find the most specific combination. Several documents may be related to an object or a work order. You can edit the priority on a request or a work order, if required.

  1. Click Attachments. The standard Document handling form in Dynamics 365 for Finance and Operations opens.
  2. Set up the documents or notes that should be attached to the object document record. When you have attached documents, the number of documents related to the record is shown in the Attachments field.

Object documents
Object documents

Workers and worker groups

In Enterprise Asset Management, you can connect workers to functional locations, which are described in the Create Functional Locations section. This may be useful if, for example, you are scheduling a maintenance job on a machine located in functional location 01, and you want to allocate workers from the same location to carry out the job.

Also, you can create worker groups and associate workers with worker groups. This functionality is useful when you make simple work order scheduling, and you want to schedule a group of workers on a work order. You can use workers and worker groups to set up preferred workers (refer to the Set Up Preferred Workers section) and responsible workers (refer to the Responsible Workers section).

Create workers

  1. Click Enterprise asset management > Setup > Workers > Workers.
  2. Click New to add a worker to the list.
  3. Select the worker in the Worker field.
  4. Select "Yes" on the Active toggle button to schedule work orders for the worker.
  5. On the General FastTab, Resource and Description are automatically filled out if a resource has been selected for the worker. Calendar is automatically filled out, provided that you have made the following setup in Organization administration > Resources > Resources: Set up the worker as a resource and allocate a calendar to that resource.
  6. On the Groups FastTab, click Add and select a worker group for the worker. A worker can be affiliated with more than one group. The standard setup is that worker group affiliation is effective from the date you add the group, and it never expires. Select View > All to see the Effective field. If required, you can set up a limited period for the group affiliation in the Effective and Expiration fields.
  7. On the Functional locations FastTab, click Add and select a functional location for the worker. Also, select which location is the primary functional location for the worker.

Note

When you add functional locations to a worker, all active objects related to those functional locations are shown in various menu items, for example, My active objects and My active functional locations, as well as in various object lookups, which are shown when you create a new object, request, or work order.

Note

The fields in the Details group shown at the top of the form show the number of worker groups and functional locations to which the selected worker is related.

Workers Overview
Workers Overview

Planning notes on the mobile client

The Planning notes detail view in Enterprise Asset Management is used if your company uses the EAM Mobile Client > Planning board module for planning work order lines on individual workers. In that case, planning notes can be created by a planner on the Mobile Client to remember deviations on a work day for a worker, compared to the worker's standard work time schedule.

Planning notes created on the Mobile Client are automatically transferred to Dynamics 365 for Finance and Operations. Click Enterprise asset management > Inquiries > Schedule > Planning notes to open the detail view.

Planning notes
Planning notes

Create worker groups

  1. Click Enterprise asset management > Setup > Workers > Worker groups.
  2. Click New to add a worker group to the list.
  3. Insert a group ID in the Worker group field and a name in the Name field.
  4. On the Workers FastTab, click Add and select a worker for the worker group. Refer to description in step 6 above regarding the Effective and Expiration fields.
  5. Click the Copy from resource group button if you want to select a resource group to be related to the selected worker group. This is only relevant if you want service and maintenance workers to use the calendar related to a resource (work center) during work order scheduling. You select the resource group in the Group field, and the worker group to which you want to copy resource group calendar settings in the Worker group field.

Note

The field in the Details group shown at the top of the form shows the number of workers set up on the selected worker group.

Worker groups details
Worker groups details
Copyright Dynaway A/S