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The most comprehensive Oracle applications & technology content under one roof The most comprehensive Oracle applications & technology content under one roof Maintenance Scheduling in JDE Denise Hill Powerco

JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

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Page 1: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof The most comprehensive Oracle applications & technology content under one roof

Maintenance  Scheduling  in  JDE  

Denise  Hill  Powerco  

Page 2: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Powerco    

•  Powerco  is  New  Zealand's  second  largest  electricity  and  gas  distribu8on  company.    

•  We  service  approximately  420,000  consumers  represen8ng  46%  of  gas  connec8ons  and  16%  of  electricity  connec8ons  in  New  Zealand.  

   

Page 3: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Page 4: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Powerco  

•  Asset  management  company  •  Maintenance  field  services  contracted  out  to  

Page 5: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Historically  

•  Work  issued  to  Service  Provider  and  results  came  back  on  paper  

•  Very  hard  to  track  what  had  been  done  /not  done  

•  Individual  MS  Access  databases  /  spreadsheets  with  result  data  and  defects  

•  $15  million  –  sufficient  yield  ?  •  Regulated  company  so  maintenance  spend  is  regulated  

Page 6: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Gaps  

•  No  company  wide  view  of  asset  condi8on  •  Inconsistent  applica8on  of  maintenance  standards  

•  Defects  managed  inconsistently  across  regions  •  Squeaky  wheel  got  the  oil  

Page 7: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Solu8on  

•  Use  JDE  maintenance  scheduling  applica8on  •  Use  Service  Request  applica8on  to  manage  defects  

Page 8: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Assets  

•  Asset  master  for  network  assets  is  GIS  (ESRI  +  ArcFM  version  9.3)  

•  Interface  between  GIS  &  JDE  using  BizTalk.  Adds,  updates  and  deletes  processed    

•  Only  assets  that  have  a  capital  value  and/or  are  scheduled  for  maintenance  are  sent  to  JDE  

•  Asset  count  in  JDE  is  over  2.5  million  

Page 9: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Asset  Hierarchy  

•  Assets  arranged  in  JDE  in  a  hierarchy  •  Hierarchy  based  on  spa8al  loca8on  and  connec8vity  

Page 10: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Electricity  Hierarchy  

Page 11: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Gas  Hierarchy  

Page 12: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Where  to  Schedule  ?  

•  Compromise  between  keeping  number  of  work  orders  to  a  minimum  and  keeping  numbers  of  assets  per  work  order  to  a  sensible  number  

Page 13: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Page 14: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Asset  PM  Schedule  •  5  year  cycle  of  maintenance  •  Frequency  and  tasks  required  based  on  maintenance  standards  

•  12,000  schedules  so  far  (  in  year  3  now)  •  Generally  set  up  against  a  high  level  “asset”  •  Setup  consistently  across  all  regions  even  if  there  are  no  assets  of  that  type.  WOs  with  no  assets  are  later  cancelled.    

•  Actual  assets  to  be  maintained  setup  in  the  Equipment  Routes  

Page 15: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

PM  Schedule  

Page 16: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Equipment  Routes  

Page 17: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

How  to  Maintain  Equipment  Routes  ?  

•  Hundreds  of  updates  to  GIS  each  day  •  Thousands  of  schedules  to  maintain  •  Impossible  to  do  manually  

Page 18: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Solu8on  

•  Create  custom  Model  PM  applica8on  to  define  what  asset  types  are  to  be  maintained  under  each  Service  Type.  Uses  asset  category  codes,  asset  status  and  age  

•  Custom  UBE  to  troll  through  the  asset  hierarchy  star8ng  at  the  scheduled  parent  asset  to  find  all  the  assets  that  match  the  Model  PM  and  add  them  to  Equipment  Routes  

Page 19: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Model  PM  

Page 20: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Equipment  Routes  UBE    

•  Custom  UBE  creates  Equipment  Route  records  and  a  log  of  what  schedules  have  been  updated  and  when  

Page 21: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Genera8on  of  Schedule  

•  Standard  JDE  –  no  mods  •  PM  Backlog  records  and  WO  generated  •  WOs  with  no  assets  cancelled  in  PM  Backlog    

Page 22: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

PM  Backlog  

Page 23: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

WO  to  PO  Processing  

•  WO/PO  budget  =  #  assets  x  unit  rate  •  Unit  rates  defined  using  Address  Book  Supplemental  data  

 

Page 24: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Custom  UBE  

•  Custom  UBE  to  create  WO  parts  list  •  PO  generated  from  WO  parts  list  

Page 25: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Field  Results  

•  Each  service  type  has  its  own  set  of  tests  •  Custom  app  developed  to  map  service  type  to  tests  

•  Test  results  can  be  – Numeric    – Pick  list  op8on  – Calcula8on  

Page 26: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Service  Type  vs  Test  App  

Page 27: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Pick  List  Setup  

Page 28: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Service  Provider  Applica8on  (SPA)  

•  Once  PO  has  been  approved  all  the  relevant  data  is  automa8cally  sent  to  SPA  using  BizTalk  

•  SPA  consists  of  a  – Web  app  (ASP.NET  Web  Forms)  – Mobile  app  (C#  and  .NET  Compact  Framework  Windows  Mobile  6.5)  

Page 29: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

SPA  

•  Web  app  used  to    – assign  a  Service  Provider  Reference#  – enter  results  and  defects    –  release  results  back  to  JDE  

•  Mobile  app  used  to    – enter  results  and  defects  

•  Configura8on  in  SPA  comes  from  views  over  data  in  JDE  

Page 30: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Page 31: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Orphans  

•  Network  changing  so  asset  lis8ngs  will  not  be  perfect  

•  Needed  the  ability  to  create  orphan  asset  result  sets  

•  User  provides  asset  loca8on/label  details  as  well  as  test  results  

Page 32: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Release  Scheduled  Results  to  JDE  

•  BizTalk  transfers  the  released  results  from  SPA  back  to  JDE  – Test  results  entered  into  the  asset  Supplemental  data  

– PM  Backlog  updated  to    •  99  -­‐  Complete  if  all  test  results  are  completed  •  96  -­‐  Par8ally  complete  if  par8al  result  set  returned  •  97  -­‐  Not  Found  if  asset  has  not  been  found  in  the  field  

Page 33: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Page 34: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Orphan  Results  

Page 35: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Defects  

•  Defects  are  added  to  Service  requests  

Page 36: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Views  in  GIS  

Page 37: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Page 38: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Where  to  next  ?  

•  Precedence  processing  

•  Expand  test  data  types  to  include  text  and  dates  

•  Effec8ve  dated  test  sets  •  GPS  coordinates  •  Maps  

    Month  1   Month  2   Month  3   Month  4   Month  5   Month  6  Check  oil  level   √   √   √   √   √   X  Change  oil                       √  

Page 39: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Ques8ons  

Page 40: JDE & Peoplesoft 2 _ Denise Hill _ Maintenance Scheduling of electricity and Gas Assets.pdf

The most comprehensive Oracle applications & technology content under one roof

Contacts  at  Powerco  

[email protected]  Enterprise  Team  Leader  

 [email protected]  Informa8on  Services  Manager