Equipment maintenance management: implementation

MANAGING EQUIPMENT

F O R A S S E T C A R E A N D S A F E T Y

Robert OakleyCommercial Director

Rob NeedhamTechnical Director

OBJECTIVES

1. Pro-Actively Manage Your Business Equipment

2. Operate Business Equipment Safely

3. Improve the ROI of Business Equipment

4. Reduce Business Risk

5. Provide Ideas for Optimising Equipment Management

5. Additional Information and Resources

AGENDA1. An Introduction to Equipment Management 15 Minutes• Why Business Equipment is Critical to your Business • The 7 Key Problems with Managing Business Equipment2. The Asset Register 10 Minutes• Record Keeping – Compliance and a Basis for Effective Management• What and Where

3. Maintenance and Calibration 5 Minutes• Keeping Track• Safety: Staff – Customers – Partners – the Public4. The High Cost of Failure 5 Minutes• Regulatory Non-Compliance• Human and Financial Costs

5. Best Practice10 Minutes• Safe Operation.• Smart Equipment and the Internet of Everything

6. Questions. 15 Minutes

MANAGING EQUIPMENT

How Critical is

it to your B

usiness

?

BUSINESS EQUIPMENT – A DEFINITION

Business equipment is usually recorded as an asset on the balance sheet. Investopedia defines an asset as ‘a piece of property or equipment purchased exclusively or primarily for business use’

Tangible Fixed Assets.• Vehicles• Real Estate• Plant and Machinery• Computers• Office Furniture and FixturesBut what about non-balance sheet items?Current Assets.• Inventory, Components and Equipment Sales• Stationery.• Consumables

ASSET MANAGEMENT

ISO 55000 defines Asset management as the "coordinated activity of an organization to realize value from assets". In turn, Assets are defined as follows: "An asset is an item, thing or entity that has potential or actual value to an organization".

The IAM is the professional body for those involved in acquisition, operation and care of physical assets – especially critical infrastructure. The Institute is for professionals worldwide who are dedicated to furthering their knowledge and understanding of Asset Management.

WHY IS BUSINESS EQUIPMENT CRITICAL?

• Key to competing in fast-paced global markets

• Supports faster and smarter working

• Quality and reliability supports ‘just-in-time’ purchase

• Adds to the Regulatory Compliance burden

• A source of competitive advantage

MANAGING EQUIPMENT

7 Key Problems

7 KEY PROBLEMS WITH EQUIPMENT MANAGEMENT

1. Not knowing what you have2. Over/under maintenance3. Improper operation4. Improper risk management5. Inaccurate valuation6. Regulatory compliance7. Equipment volume


1. Not knowing what you have


1. Not knowing what you have2. Over/under maintenance


1. Not knowing what you have2. Over/under maintenance3. Improper operation


1. Not knowing what you have2. Over/under maintenance3. Improper operation4. Improper risk management


1. Not knowing what you have2. Over/under maintenance3. Improper operation4. Improper risk management5. Inaccurate valuation


1. Not knowing what you have2. Over/under maintenance3. Improper operation4. Improper risk management5. Inaccurate valuation6. Regulatory compliance


1. Not knowing what you have2. Over/under maintenance3. Improper operation4. Improper risk management5. Inaccurate valuation6. Regulatory compliance7. Equipment volume

POLL 1

What is the key problem your organisation faces when managing equipment?

MANAGING EQUIPMENT

The Asset R

egister

WHAT INFORMATION DO YOU NEED TO KEEP?1. Identifiers2. Description3. Location4. User5. Supplier and Manufacturer6. Component Manufacturer for Traceability7. Contract/ Warranty / Guarantee8. Purchase Date and Cost9. Accumulated Depreciation10. Maintenance and Safety Checking Arrangements11. Applicable Regulations and Standards12. Instructions for Use13. Authorised / Trained users14. Performance / Rating records

TOOLS TO MANAGE EQUIPMENT

Issues:

• Speed

• Analysis

• Decisions

Based on feedback from 93 participants: Post-Webinar Survey 2015

EQMS EQUIPMENT MANAGER

POLL 2

Do you believe your existing Equipment Management record-keeping satisfies the requirements of applicable standards and regulation?

POLL 3

Do you believe your existing Equipment Management processes satisfy the requirements of your business?

MANAGING EQUIPMENT

Calibration, Safety Checks a

nd Operation

MAINTENANCE, CALIBRATION AND SAFETY CHECKS

1. Regulatory Requirements2. Internal/External Standards3. Frequency4. Trained Personnel/ External Expertise5. Quantify Risk6. Communicate Internally

MANAGING EQUIPMENT

The High Cost of F

ailure

REGULATORY NON-COMPLIANCE

Supply of Machinery (Safety) Regulations 2008, as amended by the Supply of Machinery (Safety) (Amendment) Regulations 2011.

http://www.hse.gov.uk/prosecutions/breach/breach_list.asp?PN=6&ST=B&SN=S&SF=IS&SV=5&SO=DHD

FINANCIAL AND HUMAN COSTS

1. In April 2005 details of 3500 Australian customers from 18 banks, including names and account numbers, lost on a USB stick by a representative of the Australian High Tech Crime Centre during transit to an international meeting on computer crime.

2. Andrew Jones Pies, of Huddersfield, West Yorkshire has been fined £250,000 for safety offences after a gas explosion in an industrial bakery oven killed a man and badly injured another. The company went into administration and had to pay £124,896 in costs at York Crown Court. David Cole, 37, was killed in 2009 when the explosion blew the large oven door off its hinges in April 2009. The judge said the company had "failed dismally".

MANAGING EQUIPMENT

Best Practi

ce

SAFE OPERATIONSystematic Risk ManagementRisk assessmentRisk identificationRisk analysisRisk evaluationRisk controlMonitor and review

SAFE OPERATIONEffective Communication of SOPs• Document Control• Notification• Acknowledgement• Versioning• Format• Search• Review• Feedback loop

SAFE OPERATIONMandatory Training• Role-based• Training and Retraining• Certification• Attendance• Course Materials• Approved Course• Approved Trainer• Easy identification of Training Gaps

SAFE OPERATIONApproval, Monitoring and Review of Suppliers• Monitoring Processes• Complaints, Warranty, Recall• Inspections• Non-conformances, Deviations, OOS• Operational Delays and Additional Costs

• Review and Improvement• Real Time Reporting• Regular Management Review• Supplier Response• Joint Improvement Projects• Supplier Re-Assessment, Re-Audit

SAFE OPERATION

Effective Procurement

NEW TECHNOLOGIES

SUMMARY• Equipment is a critical enabler for your

business.• Senior management must understand

equipment risk. • Effective purchasing and record-

keeping must be complemented by robust maintenance processes.

• Information about equipment and training to use it properly is essential.

Quality

Culture

Enablers

Supporting Systems

•Tr

ust

•Co

mm

unica

tion

•Pa

rticip

ation

Hierarchy for a Robust and Intuitive Equipment Management System

QMS Processes TechnologyEquipment

CompetencyCommitment

Understanding

Values

QUESTIONS?

FURTHER INFORMATION

• EQMS Datasheets for • Equipment Manager• Supplier Manager• Audit & Inspection Manager• Issue Manager• Document Manager• Risk Manager

• Post Webinar Survey.• Replay Webinar.

FURTHER HELP & SUPPORTQualsys Limited

Aizlewoods Mill,

Nursery Street,

Sheffield,

S3 8GG

[email protected]

+44 (0)114 282 3338

[email protected]

+44 (0)7919 005538

mailto:[email protected]

mailto:[email protected]

Leadership & Management

Equipment maintenance management: implementation