Fleet Management of TechnicalObjects

Work Center

Work Center Definition

A work center is an organizational unit within an operationalsystem. A work center for Fleet Management can be one of thefollowing:

• Person• Group of people

• Machine

• Group of Machines

Work Center Definition (cont)In Fleet Management, work centers are used as:

- Main work center in the master record for vehicle, equipment orfunctional location

- Main work center in a maintenance item

- Main work center in the task list header

- Performing work center in the operations for a task list

- Main work center in the order header

- Performing work center in the operations for an order

Work centers belong to the master data in Fleet Management andprovide the capacity required to perform a maintenance task.

Work Center Master DataRequirements

Fleet Management:

• Individual Work Centers – Work Center for Each Technician

OR

• Composite Work Centers – All Technicians Grouped Together,ex: W/C for Mechanics, W/C for Transmission Repair

FI/CO (Finance) – Straight Time, Overtime, Holiday, Call In, etc.

• Individual Labor Rate per Technician

OR• Composite Labor Rate for a W/C

Work Center Master DataRequirements

Require:

• Agency Work Center List

• Number of Technicians Assigned to each Work Center

• FI/CO (Finance) – Fleet & FI/CO Teams – Labor Rates & CostCenter(s)

Functional Location Structure

Functional location = multi-level, hierarchical structure,organized according to ...

Area/Space

Technical

Functional

Criteria

Functional Location Structure (cont)Functional locations are hierarchically ordered structures.You can structure the functional location according to:

• area/space (for ex: garage building 1, building 1 yard – sand& gravel, piping)

• technical (for ex: pick-up truck, power train, GPS)

• functional, process-oriented criteria (for ex: electricalsystem, exhaust system)

The aim of creating a functional location is to structure atechnical system or building into units that are relevant forFleet Maintenance.

Functional Location (cont)

For what purpose is a functional location created?

Execution of maintenance tasks Recording of maintenance tasks Data collection over long periods

of time Cost monitoring by area

What affect do the usageconditions have on thelikelihood of damage to theinstalled aggregates?

Functional Location (cont)

Edit mask AN-ANN-N-X-X

A = AlphaN = NumericX = Alphanumeric(30 Characters MaxHierarchy levels*including dashes*)

1 2 3 4 5 6

A1Location numberSystem ---------- State

A1-B Area --------------- AgencyA1-B02 Sub-area --------- DepartmentA1-B02- 9 Function --------- LocationA1-B02- 9-C Sub-function ----DistrictA1-B02- 9-C- 1 Item -------------- Garage/Vehicles

Functional Location Master DataRequirements

• Functional Location Structure (Edit Mask)

• Field Specific Data:

• Planner Group – Agency or Department List

• Main Work Center – Derived from Work Center Discussion

EquipmentIndividual physical object to bemaintained as an autonomous unit

Equipment

Means of production

Means of transport

Test equipment

Production resources/toolsCustomer devices

Buildings, property

Systems, system parts

Vehicles

Equipment (cont)A piece of equipment is an individual physical object that is to bemaintained as an autonomous unit.

Pieces of equipment usually represent single objects (for example,pumps, motors, vehicles), for which maintenance tasks should berecorded.

Equipment can be installed at functional locations.

Equipment (cont)The equipment master record uses the following views in thestandard system:

General tab: Class, object type, reference data, and manufacturerdata.

Location tab: Location data, addressOrganization tab: Account assignment (for ex:, company code,cost center), responsibilities (for ex:, maintenance planning plant)

Structure tab: For ex:, Installed at a functional location or atanother piece of equipment

Vehicle ID Measurements tab: Vehicle info (for ex:, license plate no.,vin no., weight, total weight, max load weight, etc.

Vehicle Technology tab: Vehice info (fuel card no.,engine type, no.cylinders, primary fuel, oil type, etc.

Equipment Master Data

• Field Data:Requirements

• Number Range?• Short Text Description• User Status

Field Data: Capture as

• Object Type

much information as

• Inventory No.

possible or collect it at the

• Manufacturer

Agency or Department

• Model Number

level and forward the

• Sort Field

collected information to

• Cost Center

the Fleet Team.

• Functional Location• TechIdentNo

Bill of Material (BOM)

Structuringof object

Spare parts planningin order

Technical objectMaintenancebill of material

Spare parts planningin task list

Bill of Material (BOM) (cont)The maintenance bill of material differs from other BOMs in that itonly contains items relevant to Fleet Management activities.

The maintenance bill of material has three important functions:• Structuring of the object

The structure of an object should be displayed as clearly aspossible from a maintenance viewpoint.

• Spare parts planning in the orderIf a bill of material exists for a technical object, it can be usedduring the planning process of a maintenance order for thepurpose of spare parts identification and planning.

• Spare parts planning in the task listSpare parts can be planned in the task list based on a bill ofmaterial.

Bill of Material (BOM) (cont)Three are three categories of maintenance bill of material:

• Material BOM – Used for a number of similar vehicle thatneeds to be maintained. The aim is not to create a bill ofmaterial for each like fleet vehicle, but to create just one billof material and then assign this to the each similar fleetvehicle.

• Equipment BOM – Can only be used for a specific fleet

vehicle

• Functional location BOM – Can only be used for a specificfunctional location

BOM Master Data Requirements• Field Data:

• Valid Functional Location• Valid Equipment Number• Valid spare part components

Decision if BOM functionality will be utilized.

Measuring Points

Condition-basedMeasuring points describe

the physical and/or logical

30 40 5020 60

locations at which a

10 70

condition is described, (for

Pressureexample, vehicle mileage,

Odometer Readingor fuel comsumption).

Measuring points for FleetManagement are locatedon pieces of equipment orfunctional locations.

Measuring Point Master DataRequirements

• Field Data:• Valid Functional Location• Valid Equipment Number• Valid Characteristic• Valid Code Group

• Fuel Man System – Interface:• Vehicle Number• Gallons of Fuel• Odometer and Hours Meter Readings• Fuel Costs

Measuring Point Master DataRequirements

• Require:• Agency or Department – List of Vehicles that has a

current measuring point requirement and a shortdescription of what the measuring point is used for.

• Agency or Department List of Code Groups; ex: Fuel Type

• Fuel Man System – Interface:

• Gallons of Fuel• Odometer Reading• Hour Meter Reading• Fuel Cost

Measurement Documents

A Fleet Management measuring document is the result of a

measurement or counter reading being entered in the

the system.

Fleet Management will capture measurement reading from an internal source, such as an run meter, or externally, from a current fuel system.

Measurement Document Master DataRequirements

• Field Data:• Valid Functional Location• Valid Equipment• Valid Valuation Code• Valid Baseline Reading

• Fuel Man System – Interface:

• Vehicle Number

• Gallons of Fuel

• Odometer and Hours Meter Readings

• Fuel Costs

Measurement Document Master DataRequirements

• Require:

• Agency or Department: List of Valuation Codes(s)• Agency or Department: List of the last measurement

reading taken that initiated maintenance on avehicle(s) with a measuring point(s)

• Fuel Man System – Interface:• Calculate Gallons of Fuel Consumed• Odometer Reading for Preventive Maintenance• Hour Meter Reading for Preventive Maintenance• Calculate Vehicle Fuel Cost

Vehicle Classification &Characteristics

What is a Class??? A Fleet class is a placeholder, a bucket or repository that holdsa Fleet Vehicle’s Characteristic information. A Fleet class isassigned to the Fleet Vehicle Master Data Record.

What is a Characteristic??? A FleetA Fleet characteristic value, either pre-defined or manually entered, identifies a trait/attribute unique to that Fleet vehicle.Fleet characteristics will be assigned to a Fleet Classification.

Class & Characteristic Master DataRequirements

• Classification:• Field Data:• Class Name or Description

• Characteristic:• Field Data:

• Format Data

Class & Characteristics Master DataRequirements

• Require: Agency or Department• CLASSIFICATION:

• Classification Name or Description• CHARACTERISTIC: Format Details

• Characteristic Short Text Description• Data Type ….Char, Currency, Date, Numeric or Time

Format• Number of Chars …ex: 8• Decimal Places …ex: 1• Unit of Measure …ex: gal US• Single or Multiple Values

WARRANTYDefinition: Promise of a manufacturer, supplier, or vendor to aCustomer, to perform services wholly or partlywithout payment for a certain period of time.

WARRANTY TYPES:• Enter Start Date …….End Date; dates entered

onto the Fleet Vehicle Master Data Record• Master Warranty……enter Start Date

• Mileage Counter or Time Counter• Mileage and Time Counter

WARRANTY VALIDITY: Warranty Check DialogueBox is displayed when creating a Fleet Notificationor Fleet Work Order.

Warranty Master Data Requirements• Simple Warranty

• Valid Functional Location• Valid Fleet Vehicle

• Complex Warranty:• Valid Functional Location• Valid Fleet Vehicle• Valid Functional Location or Fleet Vehicle Measuring

Point• Initial Measurement Reading Document – sets the

baseline for measurement readings

Warranty Master Data Requirements• Require: Agency or Department

• List of Fleet Vehicles with an Active Warranty

• Short Text Description of the Current Warranty

• Type of Warranty

• EX: Mileage, Time, Fuel Consumption, Hours

TASK LISTDefinition:

• Maintenance task lists describe a series of individual maintenanceactivities. You can use them to standardize recurring activities, plan

them more effectively, and save time when creating maintenanceorders and preventive maintenance plans.

• In the Fleet Management system, maintenance task lists can beused for routine and preventive maintenance work. Task lists alsospecify which spare parts and tools are required for operations andthe time needed to perform the work.

• There are three types of a Task List: for a particular FunctionalLocation, for a particular Fleet Vehicle or General, which may beuse across the board for similiar vehicles.

Task List Master Data RequirementsField Data:

• Valid Functional Location• Valid Fleet Vehicle• General – Internal or External Numbering Scheme• Short Text Description• Valid Plant• Work Center• System ID

• Maintenance Strategy – Preventive Maintenance Session

Task List Master Data Requirements• Decision…..Will Task Lists be Used?

• Require: Agency or Department

• Short Text Description• Operation Short Text Description• Estimated Labor Hours to Complete Maintenance Task

• Number of Technicians Assigned to a MaintenanceTask

• Spare Part Components & Quantity• Purchase Requisition

MANAGING MAINTENANCE PROCESS

Maintenance process• Work Management Process

• Work identification

• Evaluation• Approval• Planning

• Dispatching

• Completion

• Scheduling

• Rework• Work Analysis