Oracle Utilities: WAM v2.2.0.4 Advanced Implementation Ed 1

Overview

• Objectives
• The 5-Minute Overview
• Prerequisites
• Product Stack
• What’s Included in W1
• Format of This Class
• Practice 1-1: WAM Login
• Summary

User Interface Standards

• Objectives
• Anatomy of All Pages
• Portals Versus Fixed Pages
• Portals Have Zones
• Portal Configuration
• Portals May Appear on Portal Preferences
• If Users Can Override a Portal’s Default Configuration
• Dictating Portal Preferences
• The Dashboard Is a Portal Too
• Zone Patterns
• Layout of Explorer Zones
• Broadcasting
• Work Lists
• Working the List
• Starting Business Processes
• Practice 2-1: Explore Preferences
• Map Zones
• Section and Element Help
• Explorer Zones Are Configured, Not Programmed
• Configuring Map Zones
• Special Zones: Feature Configuration
• You Have Seen Several BPA Scripts
• BPA Scripts Are Everywhere
• BPA Scripts Reflect an Organization
• Scripts Are Configured
• Menu Bar
• Menu Items
• Context Menus
• Practice 2-2: Menu Navigation
• Summary

Metadata and Framework: Overview

• Agenda
• Objectives
• Four Tiers and Supported Platforms
• The Location of the Business Rules
• A Quick Word About the UI Tier
• Entity Relationship Diagramming (ERD)
• Information Is Stored in Tables; Each Box in an ERD Is a Table
• Color-Coding Highlights the Type of Data Stored in the Table
• We Use ERDs to Highlight Important Business Relationships
• Relationships Between Entities Are Highlighted with Arrows Between Boxes
• Dashed Lines Represent Columns on Entities with Predefined
• “Lookup” Values
• Table and Field Metadata
• The Application Viewer Is Your Primary Documentation of Tables and Fields
• The Application Viewer Is Generated from Metadata
• Practice 3-1: Explore Application Viewer
• No Recurring Groups
• Primary Keys
• Prime and Foreign Keys in the Application Viewer
• Language Tables
• XML Extensions
• MO Definition
• Why MOs?
• MO, Table, Field Metadata
• MOs Are Also in the App Viewer
• MOs Encapsulate Core Business Rules
• Maintenance Objects Versus Business Objects
• A Maintenance Object Has Fields, A Business Object Has Elements
• Every BO Element Must Physically Reside Somewhere in Its MO’s Tables
• BOs Encapsulate Core Business Rules
• BOs and SOA
• All Business Objects Can Be Extended
• Product Parent BO Versus Customer Child BO
• Extended BO References Parent BO
• Extension Simplified by UI Rendered Schemas
• UI Hint Namespace
• Schema Designer
• UI Hints Are Powerful
• Extension Made Easy by XML Area
• Format of Data when Mapped to XML
• Lookup Requires Field
• Lookup Creation
• Many MOs Support Characteristics
• There Are Four Types of Char Types
• Predefined Char Types
• Ad Hoc Characteristic Types
• Foreign Key Reference Characteristic Types
• File Location Characteristic Types
• A Char Type Can Be Used on Multiple Entities
• Practice 3-2: Explore Business Objects
• Owning Metadata
• Owner Flag ERD
• Owner Flag Is Ubiquitous
• The System Stamps Owner Flag on New Metadata Rows
• Don’t Even Think About It
• Database and Operating System Security
• Application Services Are Secured
• Application Services Have Valid Actions
• Field-Level Security
• Field-Level Security: Overview
• Security Rights Are Cached
• Audit Trails
• Localization Support
• Isolating Implementation-Specific Business Rules
• Summary

Common Extension Patterns

• Objectives
• Business Object Extension Is a Design Intension
• Parent Business Objects Remain Untouched
• Product Parent BO Versus Customer Child BO
• BO Extension Is a Design Intention
• BO Data Element Mapping Choices
• Generic Child Table ERD
• Common Child Tables
• Generic Identifier Child Table ERD
• When to Map to an Identifier
• How to Map to an Identifier
• Practice 4-1: Mapping to an Identifier Type
• Generic Characteristic Child Table ERD
• When to Map to a Characteristic
• How to Map to a Characteristic
• Practice 4-2: Mapping to a Characteristic Type
• Generic XML ERD
• When to Map to XML
• How to Map to XML
• What to Map to?
• When Not to Map to XML
• Extension Helper Documentation
• Practice 4-3: Mapping to XML
• Review Question
• Summary

Location

• Objectives
• Asset Definition
• The Relationship of the Asset Objects
• Locations Describe the Asset Life Cycle: Overview
• Asset Location Is Where Assets Are Installed
• Location Definition
• Single Node Table, Three Different Objects
• Asset, Storeroom, Out of Service, and Organization
• Why a Single Node Table
• The Asset’s Location Relation
• Loc/Org Type, Node, and BO
• Asset Location, Out of Service Location, and Organization
• Detailed Location/Organization Type ERD
• Basic Node Configuration
• More Node Configuration
• Practice 5-1: Explore Location and Organization Type
• Contact Type, Contact, and BO
• Location Contacts ERD
• Practice 5-2: Explore Contacts
• Asset Location, Storeroom, Out of Service Location, and Organization
• Detailed Location ERD
• Parent Location
• Peer Location
• More Location Information
• Location and Organization BOs
• Practice 5-3: Explore Locations
• Summary

Specifications

• Objectives
• Asset Definition
• The Relationship of the Asset Objects
• An Asset Can Have Two Different Specifications
• Practice 6-1: Explore Manufacturer Specifications
• Practice 6-2: Specification Business Object
• Summary

Asset

• Objectives
• Asset Definition
• The Relationship of the Asset Objects
• Asset Type, Asset, and BO
• Asset Type ERD
• Configurable Asset Attributes by Asset Type
• More Asset Type Configuration
• More Component Type Configuration
• Practice 7-1: Explore Asset Type
• Asset ERD
• Asset Attributes
• An Asset Must Have a Location
• Asset Disposition
• Why Extendable Lookup
• Asset Lifecycle and Asset Disposition
• Another Class of Asset
• Component Disposition
• Look at Asset Disposition Again
• Asset Disposition
• Notes on Asset
• Asset Condition
• Asset MO Rules
• Overview
• Status Transition Map and Scripts
• Tracked Asset BO Lifecycle
• In/Out of Service Asset BO Lifecycle
• Tracked Component BO Lifecycle
• In/Out of Service Component Asset BO Lifecycle
• Practice 7-2: Explore Assets
• New State May Require New Disposition
• Existing Asset Dispositions
• Summary

Service History

• Objectives
• Asset Definition
• The Relationship of the Asset Objects
• The Purpose of Service History
• Service History ERD
• Service History Types Defined for Asset Types
• Follow Up Work
• Follow Up Work Automation Through SH Type Configuration
• Corrective Compliance
• Compliance Type
• Compliance Class
• Practice 8-1: Explore Service History
• Summary

Assessment

• Objectives
• Asset Definition
• The Relationship of the Asset Objects
• The Beauty of Assessment
• Assessment Belongs to Asset
• Question and Answer Metadata
• The Four Flavors of Assessment
• The Five Flavors of Questions
• A Percent of New Question: Example
• A General Weighted Question: Example
• A Deficiency Scoring Question: Example
• Practice 9-1: Explore Assessment Functionality
• Assessment Class and Assessment Group
• How an Asset’s Condition Is Scored
• Where an Asset’s Condition Is Scored: Assessment
• Practice 9-2: Assessment Classes
• Summary

Measurement

• Objectives
• Asset Definition
• The Relationship of the Asset Objects
• An Asset’s Measurements
• Asset Has Measurement Types
• Measurement Classes
• Measurement BO
• Measurement Alerts
• Measurement Type BO
• Measurement Lifecycle
• Measurement BO Lifecycle
• Practice 10-1: Explore Measurements
• Summary

Approval Processing

• Objectives
• Overview
• Purpose of an Approval Request
• Every Approval Request References an Approval Profile
• Purpose of an Approval Profile
• An Approval Profile Is for One Type of Object Only
• Approval Types
• To Do Type and To Do Role
• Notification Types
• Three ‘Classes’ of Approval Profiles
• A New Plug-In Spot
• Practice 11-1: Explore Approval Profiles
• Purpose of an Approval Request (Reminder)
• Life Cycle of Approval Requests
• What an Approval Request Looks Like
• Work With Approval Requests
• Work with Approval Requests
• Practice 11-2: Explore Approval Requests
• Configuring Approval Process: Introduction
• Add an MO Option
• Add Approval Request History Zone
• BO Life Cycle: Example to Add a Status
• BO Life Cycle: Example to Add Algorithms
• Review Questions
• Summary

Work Order and Work Order Activity

• Objectives
• Overview
• Purpose of a Work Order
• Purpose of Activity
• Purpose of Activity Resource Requirement
• Different Ways to Add Activity Resource Requirements
• Work Order Number
• Activity Asset List
• Practice 12-1: Explore Work Order Requirements
• Changes Do or Do Not Require Re-Submit for Approval
• Approved Versus Activated
• How to Activate a Work Order and Activity
• Original Estimate Versus Revised Estimate
• Activity Material Requirements’ Impact on Inventory
• Reserve Material in Storeroom
• Held For Parts
• Practice 12-2: Approved Work Orders
• Purpose of a Template Work Order
• Template Work Order ERD
• General Versus Location-Specific
• Create Template Work Order
• Practice 12-3: Template Work Orders
• Completion Events
• Completion Event and Activity
• Completion Event Execution Information
• More About the “Create Any Service History Completion Event”
• Completion Event Type and Completion Event
• Completion Event and Integration
• Tracking Cost
• Time Sheet Restriction
• Practice 12-4: Completion Events
• Summary

Preventive Maintenance

• Objectives
• Maintenance Schedule and Maintenance Trigger
• A Simple Maintenance Example (From Your Glove Box)
• Trigger Philosophy – Squared
• Maintenance Trigger Types
• Calendar Anniversary Timeline
• Calendar Interval Timeline
• Runtime Anniversary Timeline
• Runtime Interval Timeline
• Common Trigger Processing
• Common Runtime Processing
• Preventive Maintenance (PM) Work Calendar
• Anniversary Processing
• Maintenance Trigger
• Preventive Maintenance Compliance
• Compliance Type
• Compliance Class
• Asset Location Specific Template Work Order
• Asset Location Specific Maintenance Trigger
• Practice 13-1: Maintenance Schedules and Triggers
• Specification Schedule Relationship Types
• Maintenance Specification Algorithm Entity
• Practice 13-2: Maintenance Specifications and Algorithms
• Asset Monitor: In-Service and In-Store States
• Asset Trigger Forecast
• Common Trigger API
• Summary

Scheduling

• Objectives
• Shift ERD
• Crew Shift Capacity
• Time Periods
• Schedule Priority
• Capacity Behavior
• Time Periods: Example
• What’s Really Being Scheduled
• Activity Labor Requirement: Time to Schedule
• Scheduler Warnings Are Not Errors
• Schedule Update
• Scheduling from Different Pages
• Practice 14-1: Explore Scheduling
• Summary

Inventory

• Objectives
• Location Type ERD
• Stock Item Is One Class of Resource Type (MO)
• Lot Managed, Tracked Asset, and Regular Inventory
• Stock Item Detail (SID)
• Stock Item Detail Classes
• Inventory-Related Quantities
• Master Versus Specific Lot SID
• Master and Lot-Specific SID ERD
• Lot-Specific SID Is Created By the System
• SID Lifecycle
• Stock Transaction (ST)
• Stock Reorder
• Reorder Review
• Purchase Document Creation
• Inventory Financial Information Configuration
• Storeroom Financial Information
• Stock Item Financial Information
• Stock Item Detail Financial Information
• Tracked Asset and Inventory Management
• Tracked Asset Inventory
• Bills of Material (BOM)
• BOM ERD
• Miscellaneous
• Practice 15-1: Explore Inventory Processes
• Summary

Purchasing

• Objectives
• PO Revision
• What Does Create Revision Do?
• What to Do on the New Revision?
• What Happens to the Old PO?
• Practice 16-1: Explore Purchase Orders
• Taxes
• Tax Rate Schedule ERD
• Tax Example
• Understand Bill Factor
• Characteristic Source Algorithm
• Retrieve Value (Factor BO) Algorithm
• Tax Calculation (PR/PO/Invoice Line BOs) Algorithm
• Extend the System to Include Taxes
• Set Up Characteristic Type
• Set Up Factor
• Set Up a Rate Schedule
• Extend BOs: Data Area Extension
• Extend BOs: New BOs
• Practice 16-2: Explore Taxing Data
• Summary

Financials

• Objectives
• Overview
• Financial Transaction ERD
• Accounting Calendar
• Financial Transaction Type
• Activity ID on Financial Transaction
• How/When Are FT(s) Created
• What Happens Upon Cancellation
• “Allow User Charge” Flag on Cost Center
• Distribution Code
• Base GL Account Construction Algorithm Type
• GL Account Construction Algorithm: Example
• A Complete List of Objects (MO) That Create FT
• Interface GLs to Your Financial System
• FT Process
• FT BO Lifecycle
• FT Error
• Fixing FT Error
• Practice 17-1: Lifecycle Business Objects
• Summary

Warranty

• Objectives
• Asset Definition
• Classes of Warranty
• Warranty Term and Warranty
• Calendar Warranty ERD
• Runtime Warranty ERD
• Warranty Dependency
• Expiring Warranty Warning
• When to Warn About Expiring Warranties
• Practice 18-1: Explore Warranties
• Summary

Material Disposition

• Objectives
• Overview
• How a Material Disposition Is Created
• Stock Item Detail ERD
• Material Disposition ERD
• Material Disposition Actions
• How Are Material Dispositions Closed?
• Practice 19-1: Explore Material Disposition
• Summary

Maintenance Event

• Objectives
• Maintenance Event
• Maintenance Event: What, Where, and When
• Maintenance Event Objects
• Maintenance Event: What, Where, and When
• Maintenance Plan Configuration – Think Location
• Maintenance Event: What, Where, and When
• Maintenance Event Configuration – Trigger Selection
• Maintenance Event: How to Generate Work Orders
• Maintenance Event: Scheduling Information
• Practice 20-1: Maintenance Event Configuration
• Practice 20-2: Maintenance Event Generation
• Summary

Compatible Units

• Objectives
• Construction – Three Pieces to Create New Assets
• Compatible Unit (CU) Subsystem Overview
• Compatible Unit Objects
• CU Set – Where to Configure Hierarchy of Information
• Practice 21-1: Compatible Unit Set
• Compatible Unit: Three Types
• Compatible Unit ERD
• Compatible Units – Referenced CU
• Compatible Units – Price
• Selectable Compatible Units: CU Application
• Functional Compatible Unit – Constructed Asset
• Practice 21-2: Compatible Unit Review
• Contractor Bid – Applied CU Only
• Practice 21-3: Contractor Bid Review
• Summary

Work Design

• Objectives
• Construction: Three Pieces to Create New Assets
• Work Design Overview
• Work Design Objects
• Work Design: Overview
• Work Design: Design Version
• Work Design: Add CU to Multiple Design Elements
• Work Design: Estimate
• Work Design: Adjusting the Resource Total
• Work Design: Adding new Line Items
• Work Design: Estimate Grand Total
• Work Design: Create a Design Element
• Work Design: Design Element Information
• Design Element – Add CU, Compatible Unit Portal Tab
• Modifying Design Element Resources
• Design Element Resources – Crew Type
• Work Design – Generate Work
• Design Element vs. Work Activity
• Practice 22-1: Explore a Work Design
• Practice 22-2: Create a New Design Version
• Summary

Construction Work Order

• Objectives
• Construction: Three Pieces
• Construction Work Order: Objects
• How to Identify Construction Work Order/Activity
• Construction Activity vs Regular Work Activity
• Work Design is Used to Create a Construction Work Order
• Construction Location
• Construction Location ERD
• Construction Work Order/Activity Cost Summaries
• CU and Activity Resource Requirement
• CU Contractor Bid
• Direct Overhead Cost
• When/How Is Direct Overhead Cost Applied
• Direct Overhead Cost is Applied As Other Direct Charge
• Indirect Overhead Cost
• Indirect Overhead Admin Object
• When/How Is Indirect Overhead Cost Applied
• Construction Work Activity: Lifecycle Accounting
• Work In Progress (WIP) Cost Center Can Be Defaulted
• Reconciliation Cost Centers
• CU Usage
• Practice 23-1: Review of Direct and Indirect Overheads
• Overview
• Algorithms On Activity Reconciliation BO
• Activity Reconciliation ERP
• Closing the Construction Work Activity
• Activity Reconciliation Creation
• What’s The Significance of CU
• Construction Activity Completion
• Understand Asset Actions
• Practice 23-2: Review of Activity Reconciliation
• Summary

Work Request and Service Call

• Objectives
• Work Request Versus Service Call
• Work Request MO ERD
• Service Category and Service Code
• Service Code
• How A Service Call Is Processed
• Related Service Calls
• Contact
• Communication Log
• Practice 24-1: Explore Service Call
• Summary

Checklist

• Objectives
• Overview
• Checklist ERD
• Checklist Type ERD
• Where Checklist Is Used
• How/Where Are Processing Impact Rule Enforced
• How To Enable Checklist For Other MO’s
• Practice 25-1: Explore Checklist
• Summary

Permit

• Objectives
• Overview
• Permit Template ERD
• Permit ERD
• Permit Class ERD
• Permit Can Have Checklists
• Activity and Permit
• Checklist Type ERD
• Checklist ERD
• Different BO’s and Zones for General Checklist/Type and Permit Item
• Only Checklist
• Permit Service History
• Service History ERD
• Practice 26-1: Explore Permit
• Summary

GIS Integration

• Objectives
• Architecture: Overview
• GIS Map Viewer
• GIS Map Viewer Is Web Maps Based
• Launching the GIS Map Viewer
• Creating Work
• Creating a Work Location
• Master Configuration
• Additional Master Configuration
• GIS Map Viewer Configuration Summary
• Practice 27-1: Explore GIS Map Viewer
• Supported Synchronized Entities
• GIS to WAM Synchronization Is Version Based
• Asset Synchronization
• GIS Feature Synchronization Eligibility
• GIS to WAM Field Mapping
• Use Characteristics for Custom GIS Fields
• GIS to WAM Field Value Mapping
• GIS to WAM Asset Detail Sync
• Design Your Mapping Between the Systems
• Practice 27-2: Explore Mapping Entities
• Asset Synchronization Modes
• Master Data Synchronization
• GIS to WAM Initial Synchronization
• GIS to WAM Ongoing Synchronization
• Geo Processing Service
• Additional Custom Rules
• Asset Synchronization Configuration Summary
• Asset Removals and Abandonments
• Referencing Original Asset
• Removal and Abandonment Configuration Notes
• Asset Updates Are Sent Synchronously
• Work Locations Are Created Synchronously
• Practice 27-3: Explore Asset Synchronization Configuration
• Summary