Oracle Utilities: WAM v2.2.0.4 Fundamentals Ed 1

Introduction to Work and Asset Management

• Objectives
• Introduction
• About the Course
• Course Lessons
• Acronyms
• Product Documentation
• Work and Asset Management: Overview
• Architecture
• Business Value
• Continuous Cycle of Improvement
• WAM Functional Modules
• WAM Processes
• Connecting WAM to Strategic Business Initiatives
• Delivers Value Faster Via a Unified and Innovative Platform
• Functional Overview
• Home Page
• Financials
• Assets
• Work Management
• Preventive Maintenance
• Construction Work Management
• GIS Map Viewer
• Resource Management
• Inventory
• Purchasing
• Approvals
• Practice 1-1: WAM Login
• Practice 1-2: WAM Navigation
• Summary

Framework Overview

• Objectives
• Framework: Overview
• The Anatomy of All Pages
• Application Toolbar
• Sub-Menu Options
• Page Title Area
• Object Display Area
• Dashboard
• Practice 2-1: Exploring the Page Anatomy
• Portals: Overview
• Portal Page
• Portal Preferences and Security Access
• Changing Portal Preferences
• Maintenance Portal
• Search Portal
• List Zone
• Help Portal
• Practice 2-2: Exploring Portals and Zones
• Context Menus
• Date and Time
• Go To Button
• Broadcast
• Work List
• Scroll Bars with Dynamic Height
• Sorting
• Trees
• Accordion Windows
• Practice 2-3: Exploring Standard Functions
• Batch Jobs
• Online Submission
• Tracking Batch Processes
• General Batches
• Practice 2-4: Exploring Batch Jobs
• Reports
• To Do Type and To Do Role
• Configuring To Do Type and To Do Role
• Work Distribution
• Current To Do Entry
• To Do List
• To Do Summary
• Related To Do Entries
• Supervisor To Do Summary
• Supervisor User Summary
• Supervisor Assignment
• Practice 2-5: Exploring To Dos
• Quiz
• Summary

Home Page

• Objectives
• About Home Page
• Home Page Navigation
• Configuring the Home Page and Dashboard
• Home Page: Main Page
• Example: Main Page
• Additional Home Portal Pages
• Approvals
• Work
• Inventory
• Purchasing
• Practice 3-1: Configuring Preferences
• Master Configuration: Home Page
• Master Configuration: Main Tab
• Master Configuration: Work Tab
• Master Configuration: Inventory Tab
• Master Configuration: Purchasing Tab
• Home Page Batch
• Menu and Navigation
• Example: User Profile Definitions
• Standard Actions
• Logs
• Searches
• Saved Searches
• Explorer Zone Option Menus
• Bookmarks
• Practice 3-2: User Interface
• Quiz
• Summary

Financials

• Objectives
• Financials
• About Financial Transactions
• Example: Financial Transaction
• FT Types
• Accounting Calendar
• Practice 4-1: Exploring the Accounting Calendar
• About Currency
• Practice 4-2: Exploring Currency
• GL Details
• Cost Centers
• Expense Codes
• Distribution Code
• Batch W1-GLDL Interface Process
• Practice 4-3: Exploring Financial Transactions
• About Colors
• About Cost Category
• Practice 4-4: Exploring Color and Cost Categories
• About Factors and Factor Values
• About Tax Rate Schedules
• Master Configuration: Overview
• Financial Master Configuration Business Object
• Master Configuration: Cost Center Parameters
• Master Configuration: Financial Transaction Parameters
• Master Configuration: Distribution Codes
• Financial-Related Batches
• Quiz
• Summary

Assets

• Objectives
• Asset Management
• About Organizations
• Organization Types
• Organization Levels Within WAM
• Benefits of Organizational Levels
• Organizational Definitions
• Organizational Structure
• Organizational Hierarchy is No Longer Tied to Accounting
• Organizational Hierarchies Support Operational Accounting
• Practice 5-1: Exploring Organizational Configuration
• About Contacts
• Types of Contacts
• Contact Information
• Practice 5-2: Exploring Customer Contacts
• What Is an Asset?
• Example: Asset Record
• Asset Characteristic Quick Add
• Types of Assets
• Asset Type
• Asset Types Can be Segmented by the Owning Organization
• Asset Category/Classification
• Practice 5-3: Working with Assets
• About Components
• Example: Faceplate Component
• Practice 5-4: Working with Components
• Asset Locations
• Location Types
• Assets and Asset Locations
• Asset Location/Asset Relationship Options
• Option 1: A “1” to “1” Asset/Location Relationship
• Option 2: A “1 to Many” Asset/Location Relationship
• Option 3: Asset with Associated Components
• About Asset Disposition
• Example: Asset Disposition
• Mass Asset Disposition Update
• Practice 5-5: Working with Asset Locations
• Material Disposition
• Example: Information Used to Create a Material Disposition
• Material Disposition Process
• Example: Material Disposition Record
• Example: Create a Repair Work Order from an Original Work Order
• Mass Replication
• Example: Asset Replication Activity
• About Specifications
• Specifications: Configuration Management
• Specifications: Engineering
• Example: Ford 150 Pickup Truck Specification
• Specifications: Preventive Maintenance
• Manufacturer
• Warranty Information
• Practice 5-6: Working with Specifications
• About Bill of Material
• Bill of Material
• Example: Bill of Material
• Bill of Materials Parts
• Example: Independent Part
• Practice 5-7: Bill of Materials
• About Measurement Readings
• Measurement Types
• Operational Measurements
• Operational Reading Quick Entry
• Operational Reading Alert Review
• Runtime and Operational Readings from Peer Locations
• Unit of Measure
• Practice 5-8: Working with Measurements
• About Service History
• Example: Service History
• Planned Service History
• Service History Types
• Service History Types Can Create Follow-Up Work
• Compliance-Related Follow-Up Work
• Compliance Category
• Compliance Type
• Corrective Compliance Follow-up Work Is Defined on the Service History Type
• Service History Types Can Assess the Health of an Asset
• Assessment and Inspections
• Assessment Class
• Assessment Group
• Example: Condition Assessment Class/Group/Service History Types
• Assessment Type Questions and Answers
• Asset Condition Score
• Automatic Calculation of Total Asset Health
• Condition Assessment Class Options
• Determining the Condition Rating Basis
• Practice 5-9: Working with Service History
• Asset-Related Batches
• Quiz
• Summary

Work Management test

• Objectives
• About Work Management
• About Planners
• About Permits
• Permit Features
• External and Internal Permits
• Permit Template
• Practice 6-1: Exploring Permits
• About Work Requests
• Work Request Workflow
• Example: Work Request
• Follow-Up Work Requests
• Practice 6-2: Exploring Work Requests
• About Work Orders
• Work Order Structure
• Work Order Activity Dependencies
• Work Orders Can be Planned or Unplanned
• Example: Planned Work Order
• Work Management Workflow
• Changes to a Work Order
• Work Order Status Versus Activity Status
• Approved Versus Activated
• Follow-Up Work
• Example: Work Order
• Practice 6-3: Creating a Work Order
• About Activities
• Assets
• Asset Lists
• Activity Types
• Example: Activity Type
• About Activity Checklists
• General Checklist Type
• Permit Only Checklist Type
• Managing Checklists
• Automatically Generating a Checklist
• Activity Resource Requirements
• Example: Activity Resources
• Reserving Material Resources
• Resource Costs
• Example: Revised Estimate
• About Timesheets
• Timesheet Access
• Completion Events
• Completion Event Types
• Practice 6-4: Working with Activities
• Practice 6-5: Installing a Tracked Asset Using a Work Order
• About Work Order Templates
• Template Work Order Types
• Template Work Order Types: General Template Work Order
• Template Work Order Types: Asset Location–Specific Template Work Order
• Work Order Template Activities
• Example: Asset Specific–Location Template Work Order and Template Activity
• Benefits of Planning
• Practice 6-6: Exploring Work Order Templates
• About Projects
• About Service Calls
• Example: Service Call
• Linking Service Calls
• Service Category
• Service Codes
• Practice 6-7: Exploring Service Calls
• Master Configuration Work Management: Overview
• Work Management Master Configuration: Business Object
• Work Management Master Configuration: Work Order Parameters
• Work Management Master Configuration: Work Request Parameters
• Work Management Number Generator Algorithms
• Work Management–Related Batches
• Quiz
• Summary

Preventive Maintenance

• Objectives
• Preventive Management
• Benefits of Performing Maintenance
• About Preventive Maintenance
• Maintenance Specification
• Maintenance Specification Types
• Operational Maintenance Specifications
• Practice 7-1: Maintenance Specification
• Maintenance Schedules
• Maintenance Scheduling Options
• Quick View of an Operational-Based Maintenance Schedule
• Maintenance Schedule Example: In Service and Out of Service
• Maintenance Schedule Example: Duty Cycle
• Practice 7-2: Maintenance Schedule
• Preventive Maintenance Triggers
• Types of Preventive Maintenance Triggers
• Maintenance Trigger Details
• Maintenance Forecasts
• Adjusting Maintenance Forecasts
• Managing Overdue PMs
• Preventive Maintenance Template Work Order
• More About Template Work Orders
• PM Structure Using Asset Location Template Work Orders
• Preventive Maintenance Work Activity
• Preventive Maintenance Approval Processing
• Practice 7-3: Template Work Orders
• Practice 7-4: Maintenance Triggers
• Practice 7-5: Asset Location–Specific Maintenance (PM Route)
• About Event-Based Maintenance
• Event-Based Planning Process
• Maintenance Events
• Examples of Maintenance Events
• Maintenance Plans
• Maintenance Plan Triggers
• Preventive Maintenance–Related Batches
• Quiz
• Summary

Construction Work Management

• Objectives
• About Construction Work Management
• Overview
• Construction Work Management Capabilities
• Benefits
• Construction Work Management Process
• About Compatible Units
• Example: Compatible Unit Details
• Compatible Unit Types: CU Base
• Compatible Unit Types: CU Function
• Compatible Unit Types: CU Accessory
• Estimates
• CU Contractor Bids
• Example: Contractor Bid
• CU Sets
• CU Hierarchy Zone
• Example Diagram
• Practice 8-1: Working with Compatible Units
• Construction Work Management Process: Work Design
• Quick Glance at a Work Request
• About Work Designs
• Example: Work Design
• Work Design: Estimates Tab
• Example: Design Estimate
• Work Design: Design Elements
• Design Elements: Compatible Units
• Design Elements: Resources
• Creating Work from an Approved Work Design
• Practice 8-2: Creating a Work Design
• Construction Work Management Process: CWO
• Construction Work Order Flow
• About Construction Work Orders
• Example: Construction Work Order
• About Construction Work Activities
• Example of a Work Activity Referencing an Activity Type and Service Class
• Construction Locations
• Construction Locations: Overtime Type
• Practice 8-3: Working with a Construction Work Order and Activity
• Construction Work Management Process: Reconciliation
• Construction Work Activity Reconciliation Flow
• Direct Overhead Distribution
• Indirect Overhead Distribution
• Creating the Activity Reconciliation Record
• Example: Activity Reconciliation Record
• Activity Reconciliation Record: Financial Transaction
• Creating a Fixed Asset Flat File
• Practice 8-4: Activity Reconciliation
• Quiz
• Summary

GIS Map Viewer

• Objectives
• About GIS Map Viewer
• GIS Map Viewer Overview
• General Tools Overview
• Zoom In/Zoom Out
• Home and User Default
• Zoom to Previous/Zoom to Next
• Show Map Overview
• Practice 9-1: General Navigation Features and Tools
• Dashboard Controls Overview
• Global Search
• Asset Tab
• Asset Tab: Select
• Asset Tab: Drop Pin
• Create Design Element (Map)
• Asset Tab: Clear List
• Work Tab
• Work Tab: Activity
• Work Tab: Work Request
• View In Map
• Layers Tab
• Share Tab
• Share Tab: Map Notes
• Share Tab: Select Draw Mode
• Share Tab: Email and Export Map View PDF
• About the Work List Companion
• Example: Work List Companion
• Practice 9-2: Map Viewer Dashboard Controls
• Master Configuration Overview
• Esri Maps Master Configuration
• Esri WAM Integration Master Configuration
• Esri WAM Integration Master Config: Main Zone
• Esri WAM Integration Master Config: Supplemental WAM Locations for Esri
• Esri WAM Integration Master Config: Esri Geo Processing Details
• Esri WAM Integration Master Config: Map Viewer Color Configuration
• Esri WAM Integration Master Config: Specific WebMaps for Asset Types
• Esri WAM–Related Batches
• Quiz
• Summary

Resource Management

• Objectives
• About Resource Management
• About Resources
• Employees
• Employee Craft
• Example: Employee Craft
• Employee Training
• Employee Calendar
• Example: Employee Record
• Employee Types
• Employee Unavailability
• Example: Unavailability
• Practice 10-1: Employee Records
• A Crew Is a Group of Employees
• Crew Type
• Crew Type with Craft
• Example: Scheduling Using Crew Type Without Crafts
• Example: Scheduling Using Crew Type with Crafts
• Crew Available Hours
• Planning Horizon
• Simplistic Example: Five-Day Planning Horizon
• Service Area
• Service Classes
• About Crew Shifts
• Crew Shift
• Planning Shifts
• Shifts Can be Created “On the Fly”
• Shift Types
• Example: Shift Types
• Shifts Can be Created from Scheduling Templates
• Scheduling Templates
• Common Shift Plan Template
• Example: Common Shift Plan Template
• Crew Shift Template
• Example: Crew Shift Template
• Shift Plan Template
• Crew Shift Craft Capacity
• Resources: Equipment
• Example: Equipment
• Practice 10-2: Equipment
• Practice 10-3: Crews
• Practice 10-4: Crew Shifts
• Practice 10-5: Crew Shift Templates
• About Scheduling
• Scheduling Details Between Activity and Crew
• Adding an Activity to an Active Schedule
• Adding Employee Assignments to an Active Schedule
• Break-In Activities
• Viewing Each Employee’s Total Scheduled Hours
• Practice 10-6: Scheduling Work
• About Documents
• Document Types
• Document Record
• Document Portal
• About Attachments
• Owned Attachments
• Example: Owned Attachments
• Referenced Attachments
• Resource Management Master Configuration: Overview
• Resource Management Master Configuration: Business Object
• Resource Management Master Configuration: Crew Shift Parameters
• Resource Management–Related Batches
• Quiz
• Summary

Inventory

• Objectives
• Inventory
• Storerooms and Stock Items
• About Storeroom and Out of Service Locations
• Examples of Storerooms
• Example: Storeroom
• Example: Out of Service Location
• Practice 11-1: Exploring Storerooms
• About Stock Items
• Example: Stock Item
• Stock Item Stock Item Detail
• About Stock Item Detail
• Inventory Details Portal on the Dashboard
• Stock Categories
• Commodity Codes
• Practice 11-2: Exploring Stock Items and Stock Item Details
• About Receiving
• Receiving: Forced Complete
• About Returns
• Practice 11-3: Receiving Stock Items into Inventory
• About Material Requests
• Material Issue
• Material Returns
• Material Request Templates
• Example: Material Request Template
• Practice 11-4: Exploring Material Requests
• Stock Transfers
• Practice 11-5: Exploring Stock Transfers
• Material Disposition
• Example: Material Disposition Record
• Physical Inventory and Inventory Adjustments
• Example: Physical Inventory and Adjustment
• Practice 11-6: Performing a Physical Inventory Count
• Batch Stock Reorder and Review
• Example: Batch Stock Reorder and Review
• Automatic and Manual Approval
• Mass Approval
• Automatic Reorder
• Inventory Master Configuration: Overview
• Inventory Master Configuration: Business Object
• Inventory Master Configuration: Physical Inventory Parameters
• Inventory Master Configuration: Batch Stock Reorder Parameters
• Inventory Master Configuration: Receiving Parameters
• Inventory Master Configuration: Issue Line Parameters
• Inventory-Related Batches
• Quiz
• Summary

Purchasing

• Objectives
• About Purchasing
• Procurement Life Cycle
• About Buyers
• Example: Buyer
• Purchase Commodities
• Practice 12-1: Buyers and Purchase Commodities
• About Manufacturers
• About Vendors
• Example: Vendors
• Vendor Locations
• Vendor Capability Types
• Practice 12-2: Manufacturer and Vendor Configuration
• About Purchase Requisitions
• Example: Purchase Requisition
• Purchase Requisition Line Item: Resource Types
• Direct Versus Inventory
• Purchase Requisition Flows
• Manual Purchase Requisition (PR) Flow: Initiate PR
• Manual PR Flow: Add Line Items and Cost Centers
• Automatic Store Replenishment (SR) Flow: Initiate PR
• Automatic SR Flow: Line Items and Cost Centers
• Automatic Work Order (WO) Flow: Initiate PR
• Automatic WO Flow: Line Items and Cost Center
• All Flows: Route PR for Approval
• PR to PO Creation: Post Approval Flows
• Purchase Requisition Transitions to a Purchase Order
• Practice 12-3: Purchase Requisitions
• About Purchase Orders
• Example: Purchase Order
• Purchase Order Line Items
• Purchase Order Flows
• Manual Purchase Order (PO) Flow: Initiate PO
• Manual PO Flow: Add Line Items and Cost Center
• Automatic Batch Stock Reorder Review: Initiate PO
• Automatic Batch Stock Reorder Review: Approval
• Automatic Batch Stock Reorder Review: Batch Processing Creates PR or PO
• Process Flows for Making Changes to Approved POs
• PO Approved But Not Issued Flow
• Change Order on an Issued PO
• Change Order on an Issued PO Flow
• Expediting a Purchase Order
• Example: Expedite Purchase Order
• Expediting a PO Flow
• Practice 12-4: Purchase Orders
• About Blanket Contracts
• Example: Blanket Contract
• Blanket Contracts: Status
• Blanket Contracts: Access Lists
• Example: Access List
• Blanket Contract Line Items: Resource Types
• Practice 12-5: Blanket Contracts
• Purchasing Master Configuration: Overview
• Purchasing Master Configuration: Business Object
• Purchasing Master Configuration: Purchasing Parameters
• Purchasing Master Configuration: Invoicing Parameters
• Purchasing Master Configuration: Invoice Tolerances
• Purchasing Master Configuration: Alternate Currency Exchange Rates
• Number Generator Algorithms
• Purchasing-Related Batches
• Quiz
• Summary

Approvals

• Objectives
• About Approvals
• Approvals
• About Approval Requests
• Example: Approval Request
• About Approval Profiles
• Example: Approval Profile
• Approval Profile: Classifications
• Approval Profile: Approval Types
• Approval Profile: Hierarchy
• To Do Type and To Do Role
• Example: To Do Type and To Do Role
• Approval Profile: Notification Types
• Practice 13-1: Exploring Approvals
• About the Approval Dashboard
• Example: Approval Dashboard
• Practice 13-2: Approval Dashboard
• Approval-Related Batch
• Quiz
• Summary