Workshop: Measurement Points and Permits May 31, 2006

Project Goals Implement SAP Plant Maintenance system Provide integration with Finance, HR, and Materials Allow enhanced scheduling and planning for work assignments Provide work scheduling as well as management reporting tools Accommodate the use of mobile technology to reduce paperwork Accommodate the use of GIS with SAP Improve automated updates to customers about the status of work Implement a Preventive Maintenance system for buildings, areas, and equipment Utilize standard SAP functionality to collect utility usage and cost information for recharge calculations

Agenda Introduction Discussion of Measurement Points Discussion of Permits Preview of Next Blueprinting Session Other Discussion

What are “Measurement Points”? Measurement Points are objects which collect numerical, time-stamped information about equipment or functional locations. They may record quantitative information (temperature, pressure, load factor, etc.) for historical records and subsequent processing from the Business Warehouse. They may record counter information (odometer reading, operating hours meter, etc.) for use in scheduling Preventive Maintenance, based on equipment usage rather than calendar-based scheduling

What are “Measurement Points”? An equipment or functional location may have none, one, or many measurement points. A vehicle might have a single measurement point – the odometer A generator might have measurement points for temperature and load on each of three phases. A boiler could have measurement points for steam outlet temperature and pressure. Most equipment and functional locations will have no measurement points.

How are the readings recorded? A “measurement document” is created. This is frequently done as part of preventive maintenance. It may be done at any time. The system time stamps the document. If it is a counter for counter-based preventive maintenance, it may affect the generation of the next work order for that object. A number of measurement points may be recorded at one time via a Measurement Reading Entry List.

Creating a Measurement Point The measurement point may be created for either an equipment or functional location. If it is to be a counter, this is specified here.

Creating a Measurement Point The measurement position is an arbitrary number which might help locate the meter or gauge. The characteristic determines the format of the number.

Creating a Measurement Point The “Target Value” is an ideal reading for this point.

Creating a Measurement Point Lower and upper range values may also be set for this measurement point. The system will not allow readings which fall outside of this range.

Entering a Measurement Document The initial screen has the measuring point number , as well as a place to record the date, time, and person associated with this measurement.

Entering a Measurement Document There is a space to record the reading as well as any comment.

What is a “Permit”? A permit is an indicator on a Work Order that a special approval is required and/or has been given. A permit may have printed output associated with it. A permit may (or may not) be required in order to release the work order. A work order may have multiple permits.

What is a “Permit”? Some examples are: Hot Work Permit Confined Spaces Permit Welding Permit State or City required permits

How is a Permit used in an order? The “Permits” icon (to the right of the envelope) is selected:

How is a Permit used in an order? A list of permits is displayed. Others may be added.

How is a Permit used in an order? A list of permits is displayed. Others may be added.

How is a Permit used in an order? The Lockout/Tagout Permit is added. The permit is issued.

How is a Permit used in an order? Note that the ID of the issuer is inserted.

How is a Permit used in an order? This is the order print preview. Note the Permit information.

What does this group need to determine? Will permits be used? If so, determine Permit Categories Some suggestions: Hot Work Lockout/Tagout Confined Spaces

Topic For Next Blueprinting Session Determine Timekeeping and Time Reporting Requirements