Creating a new Equipment

Managing Components

Decommissioning Equipment with connection to SAP Plant Maintenance

This described process assumes you are created the Equipment, or Locations, within the SAP IAM (Intelligent Asset Management) suite and not in the SAP Plant Maintenance (Ecc6 or s4Hana).

Prerequisite(s): Access to the Equipment or Location App within the SAP Intelligent Asset Management (IAM) Fiori launchpad.

Constraint(s): None.

There is one step in creating a piece of Equipment, or Locations. Additionally, there are 4 optional steps for giving the Equipment additional information such as ISO 14224 Class and Subclass, templates, components, etc… The steps are:

1. Creating the Equipment, or Location, using the Equipment or Location Apps.

2. Optional - Assigning the equipment to a Location (e.g. Functional location or geographic assignment such as an operating unit)

3. Optional - Providing base “Equipment Information”

4. Optional - Assigning the necessary templates to give the Equipment context for the Mechanical Integrity Apps to run (e.g. RBI, Internal Inspections, External Inspections, CMLs, etc..)

5. Optional - Creating and assigning components to the Equipment.

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Step 1 - Using the Equipment, or Location App, create a new Equipment by tapping the “New” button on the Equipment or Location list view.

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Step 2 - When tapping the Equipment or Location App, the user will be presented with a list view of existing equipment. Tap the “New” button.

Step 3 - A dialog appears to provide the Equipment ID and Description. Required fields are marked with a red “*”.

• Equipment ID -> Required

• Description -> Required

Other fields to consider are the Long Description (good place for circuit to and from for example).

Also consider the Phase of Fully Operational or Planned.

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Once the Equipment is created. You can now assign a Location. Typically this is the parent Operating Unit, but could also represent a System.

Step 1 - On the Equipment, or Location, “Information” tab, scroll down and see the “Add Location” hyperlink. Tap “Add Location”.

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Step 2 - A dialog appears allowing the user to assign the parent Location. Select a Location and tap “Assign”

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Additionally, you can also create additional SAP Equipment header information. This includes items like Serial Number, Class and Sub Class, and Installation Date.

Step 1 - On the Equipment, or Location, “Information” tab, tap “Edit” in the Equipment Information section.

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Step 2 - Provide the Information you would like to augment and tap “save”.

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In order for the other Apps, like AsInt’s Asset Strategy or Asset Inspection App, you will need to assign the appropriate templates to give the Equipment “context” for the other Apps enough information to operate.

Step 1 - While viewing the Equipment or Location information, tap the “Edit” to assign the necessary templates.

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Step 2 - Tap the “Add Template” button and the optional templates will be available. This typically where you would assign Visual Inspection, CML, RBI, etc…templates.

Tap “OK” and you should see the data fields associated with the templates appear.

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In SAP, Equipment are Components. You will follow the same process as adding an Equipment, but now you can use the SAP Equipment (or Location), “Structure” to assign the component to the Equipment.

Step 1 - After following the above steps for adding the component, as an Equipment, navigate to the parent Equipment and tap “Structure and Parts” and tap “Structure”.

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Step 2 - Tap the “Edit” button on the Structure section. This will reveal the “Assign” button.

Step 3 - Tap the “Assign” and further select “Equipment” from the list. A pop up will appear allowing you to assign the Equipment, or component, to the parent equipment. Tap “Add”

Step 4 - You will now see the component listed, make sure you tap “Save” in the Structure section. The component is now added.

Step 5 - Now you can see the parent child relationship in the hierarchy tree as well.

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This described process assumes the SAP IAM (Intelligent Asset Management) suite is connected to a SAP Plant Maintenance for seeding and updating the Master Data.

Prerequisite(s): New Equipment needs to be “Published” within the SAP IAM suite to be assigned to the plan.

Constraint(s): No cloning features exist for now to the end user, only scripting options exist to copy data from the decommissioned equipment to the newly created equipment. The existing data will reside with the decommissioned equipment, though the existing Plan has an option to be changed to the new Equipment (described in #1 below).

Once the newly created Equipment or Location (replacement) exists within the SAP IAM suite, there are three primary tasks to perform.

1. Reassign plan to the new Equipment

2. Provide the Equipment, or Location, with the appropriate templates

3. Change the Phase of the decommissioned Equipment or Location going to retirement

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This process is optional. The steps allow the user to assign the plan of the equipment being decommissioned to the newly created equipment.

Step 1 - Navigate to the AsInt Planning App and find the existing Instruction.

Step 2 - Edit the exist plan (SAP Instruction) by tapping “New revision”.

Step 3 - Assign the new Equipment using the “Planning Assignment” section by tapping “Assign”. Note, the Equipment will need to be “Published” for it to be shown.

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Step 4 - Remove the decommissioned equipment from the “Planning Assignments”

Step 5 - Because the “Queue” was setup under the old equipment, you will need to tap “Planning Assignments” and regenerate the future Work Order, Notification, or Inspection.

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This step provide definition to the Equipment or Location by assigning the appropriate template. The template will drive the data being captured, inspections that are offered in the Inspection App, as well as RBI and CML (Condition Monitoring Locations).

Step 1 - Navigate to the Equipment or Location using the Equipment or Location App.

Step 2 - Tap the Datasheet.

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Step 3 - Add necessary template. The templates will be specific to your organization and therefore you will see a different set than this image.

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There are three options for decommissioning a piece of Equipment which include:

1. Deleting it from the SAP Plant Maintenance and having the Equipment removed from the SAP IAM suite using SAP Asset Central Foundation.

2. Permanently deleting the Equipment from the SAP IAM suite, which will loose any data associated with the equipment (inspections, RBI, etc..).

3. Change the “Phase” of the Equipment within the SAP IAM suite.

A recommended practice would be to decommission the Equipment with the SAP IAM suite by changing the Operating Phase (#3). This ensures the data is kept within the SAP IAM suite. However, IT policies may dictate you change the Operating Phase within SAP Plant Maintenance. Please check with your SAP Asset Administrator to confirm the appropriate approach for your organization.

Step 1 - Navigate to the Equipment or Location using the appropriate App within the SAP IAM suite.

Step 2 - While viewing the Equipment, tap Manage->Manage Phase. Please note you will need to have the Equipment in revision mode.

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Step 3 - Choose the Dropdown of “Next Phase” and select “Not Operational”.

• Please note the “Dispose” option will not show until the Equipment is set to “Not Operational”.

• If you further choose “Retire” the Equipment will not be able to change the Phase in the future. With this restriction, it is recommended you use “Not Operational” or “Dispose”.

Step 4 - Tap “Submit” and the Equipment is now decommissioned. It will now show the Phase within the Equipment browser.

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