Fleet Management of Technical Objects

Work Center

Work Center Definition

A work center is an organizational unit within an operational system. A work center for Fleet Management can be one of the following: Person Group of people Group of Machines Machine

Work Center Definition (cont)

In Fleet Management, work centers are used as:

- Main work center in the master record for vehicle, equipment o functional 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 and provide the capacity required to perform a maintenance task.

Work Center Master Data Requirements

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 Data Requirements

Require: Agency Work Center List
Number of Technicians Assigned to each Work Center

FI/CO (Finance) Fleet & FI/CO Teams Labor Rates & Cost Center(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: electrical system, exhaust system) The aim of creating a functional location is to structure a technical system or building into units that are relevant for Fleet 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 usage conditions have on the likelihood of damage to the installed aggregates?

Functional Location (cont)

Edit mask AN-ANN-N-X-X
A = Alpha N = Numeric X = Alphanumeric (30 Characters Max *including dashes*)

Hierarchy levels 1 2 3 4 5 6

Location number

A1 A1-B A1-B02 A1-B02- 9 A1-B02- 9-C A1-B02- 9-C- 1

System ---------- State Area --------------- Agency Sub-area --------- Department Function --------- Location Sub-function ----District Item -------------- Garage/Vehic

Functional Location Master Data Requirements

Functional Location Structure (Edit Mask) Field Specific Data: Main Work Center Derived from Work Center Discussion Planner Group Agency or Department List

Equipment
Individual physical object to be maintained as an autonomous unit

Means of production Means of transport Test equipment

Equipment

Production resources/tools Customer devices Buildings, property Systems, system parts Vehicles

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

Pieces of equipment usually represent single objects (for example pumps, motors, vehicles), for which maintenance tasks should be recorded. Equipment can be installed at functional locations.

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

General tab: Class, object type, reference data, and manufactur data. Location tab: Location data, address Organization tab: Account assignment (for ex:, company code, cost center), responsibilities (for ex:, maintenance planning pla Structure tab: For ex:, Installed at a functional location or at another piece of equipment

Vehicle ID Measurements tab: Vehicle info (for ex:, license plate 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 Requirements

Field Data: Number Range? Short Text Description User Status Object Type Inventory No. Manufacturer Model Number Sort Field Cost Center Functional Location TechIdentNo Field Data: Capture as much information as possible or collect it at the Agency or Department level and forward the collected information to the Fleet Team.

Bill of Material (BOM)

Structuring of object

Spare parts planning in order Maintenance bill of material

Technical object
Spare parts planning in task list

Bill of Material (BOM) (cont)

The maintenance bill of material differs from other BOMs in that it only 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 as possible from a maintenance viewpoint. Spare parts planning in the order If a bill of material exists for a technical object, it can be used during the planning process of a maintenance order for the purpose of spare parts identification and planning. Spare parts planning in the task list Spare parts can be planned in the task list based on a bill of material.

Bill of Material (BOM) (cont)

Three are three categories of maintenance bill of material: Material BOM Used for a number of similar vehicle that needs to be maintained. The aim is not to create a bill of material for each like fleet vehicle, but to create just one bill of material and then assign this to the each similar fleet vehicle. Equipment BOM Can only be used for a specific fleet vehicle Functional location BOM Can only be used for a specific functional 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
Measuring points describe the physical and/or logical locations at which a condition is described, (for example, vehicle mileage, or fuel comsumption).
Measuring points for Fleet Management are located on pieces of equipment or functional locations.

Condition-based
30 40 50 60 20 10 70

Pressure

Odometer Reading

Measuring Point Master Data Requirements

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 Data Requirements

Require: Agency or Department List of Vehicles that has a current measuring point requirement and a short description of what the measuring point is used for. Agency or Department List of Code Groups; ex: Fuel Typ
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 Data Requirements

Field Data: Valid Functional Location Valid Equipment Valid Valuation Code Valid Baseline Reading Fuel Man System Interface: Vehicle Number Odometer and Hours Meter Readings Gallons of Fuel Fuel Costs

Measurement Document Master Data Requirements

Require: Agency or Department: List of Valuation Codes(s) Agency or Department: List of the last measurement reading taken that initiated maintenance on a vehicle(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 hold a Fleet Vehicles Characteristic information. A Fleet class is assigned to the Fleet Vehicle Master Data Record.

What is a Characteristic??? A Fleet A 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 Data Requirements

Classification: Field Data: Class Name or Description Characteristic: Field Data: Format Data

Class & Characteristics Master Data Requirements

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

WARRANTY
Definition: Promise of a manufacturer, supplier, or vendor to a Customer, to perform services wholly or partly without payment for a certain period of time. WARRANTY TYPES: Enter Start Date .End Date; dates entered onto the Fleet Vehicle Master Data Record Master Warrantyenter Start Date Mileage Counter or Time Counter Mileage and Time Counter WARRANTY VALIDITY: Warranty Check Dialogue Box is displayed when creating a Fleet Notification or 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 LIST
Definition:

Maintenance task lists describe a series of individual maintenanc activities. You can use them to standardize recurring activities, pla them more effectively, and save time when creating maintenance orders and preventive maintenance plans. In the Fleet Management system, maintenance task lists can be used for routine and preventive maintenance work. Task lists also specify which spare parts and tools are required for operations an the time needed to perform the work. There are three types of a Task List: for a particular Functional Location, for a particular Fleet Vehicle or General, which may use across the board for similiar vehicles.

Task List Master Data Requirements

Field 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 Maintenance Task Spare Part Components & Quantity Purchase Requisition

MANAGING MAINTENANCE PROCESS

Maintenance process
Work Management Process Work identification Evaluation Approval Planning Scheduling Dispatching Completion Rework Work Analysis