Asset Suite 9 Training Course Catalogue

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Asset Suite 9

Training Course Catalogue


CONTENTS
Please Note..................................................................................................................... 3
Asset Suite Orientation Training ...................................................................................... 4
Asset Suite Train-The-Trainer (T3) / Power User Training .............................................. 5
Foundation Architecture End User Training .................................................................... 6
Accounts Payable ........................................................................................................... 7
Action Tracking ............................................................................................................... 8
Contract Management ..................................................................................................... 9
Design Engineering ....................................................................................................... 10
Document Management ................................................................................................ 11
Engineering Change...................................................................................................... 12
Equipment Tag Out ....................................................................................................... 13
Inventory Management.................................................................................................. 14
Labor Entry.................................................................................................................... 15
Material Safety Data Sheet (MSDS)* ............................................................................ 16
Procurement Engineering.............................................................................................. 17
Project Management ..................................................................................................... 18
Personnel Qualifications Data ....................................................................................... 19
Purchasing .................................................................................................................... 20
System Administration................................................................................................... 21
Total Exposure .............................................................................................................. 22
Work Management Overview ........................................................................................ 23
WM Work Flow ........................................................................................................................................ 23
Work Management Integration ................................................................................................................ 24
Work Management Data Setup ..................................................................................... 25
WM Work Planning........................................................................................................ 26
WM Work Scheduling .................................................................................................... 27
WM Performing and Completing Work .......................................................................... 28
WM Predictive and Preventive Maintenance ................................................................. 29
WM Analysis and Reporting .......................................................................................... 30

© 2016 ABB Enterprise Software Page ii NAM Training Course Catalog – Asset Suite
PLEASE NOTE

 The ‘Duration’ times given in the table of classes on the following pages do not
include preparation time and setup time at the client site.

 All classes include these training materials: PowerPoint presentation of the


module, class agenda, and student guide. These materials are in soft copy form,
delivered electronically before the class.

Please contact us at [email protected] for more information.

NAM Training Course Catalog – Asset Suite P a g e 3 | 31 © 2016 ABB


ASSET SUITE ORIENTATION TRAINING
Asset Suite Orientation training is geared toward end-users who need a broad overview
of the applications with hands-on practice. (More in-depth training is available under
Power User Training.)
End-User training is available on-site at customer locations for Core Team and T3
(‘Train the Trainer’) training at your site. These classes are open to ABB Licensees only.
For up-to-date training schedules, contact your ABB Account Executive or Project
Manager.

Asset Suite Orientation Training Classes Duration


Accounts Payable 2 days

Action Tracking 2 days

Contract Management 2 days

Design Engineering 2 days

Document Management 1.5 days

Engineering Change 2 days

Equipment Tag Out 2 days

Inventory Management 4.5 days

Labor Entry and Reporting 1.5 days

Material Safety Data Sheet 1 day

Personnel Qualifications Data 1 day

Procurement Engineering 3 days

Project Management 1 day

Purchasing 3.5 days

System Administration 2.5 days

Total Exposure 2.5 days

Work Management 5 days

NOTE: The ‘Duration’ times given in the table of classes above do not include
preparation time and setup time at the client site.

Please contact us at [email protected] for more information.

NAM Training Course Catalog – Asset Suite P a g e 4 | 31 © 2016 ABB


ASSET SUITE TRAIN-THE-TRAINER (T3) / POWER USER TRAINING
Train-the-Trainer (T3)/Power User classes provide detailed hands-on application
training for the full complement of Asset Suite applications. They are ideally suited for
personnel with training responsibilities including trainers and managers who will train
end-users, and other power users of the Asset Suite system.

Asset Suite T3 / Power User Classes Duration


Accounts Payable 3 days

Action Tracking 2 days

Contract Management 3 days

Design Engineering 3 days

Document Management 2 days

Engineering Change 3 days

Equipment Tag Out 2 days

Forecasting & Analysis 3 days

Inventory Management 5 days

Labor Entry & Reporting 2 days

Material Safety Data Sheets 2 days

Personnel Qualifications Data 2 days

Procurement Engineering 3 days

Project Management 3 days

Purchasing 4 days

System Administration 4 days

Total Exposure 4 days

Work Management System 8 days

NOTE: The ‘Duration’ times given in the table of classes above do not include preparation time
and setup time at the client site.

Please contact us at [email protected] for more information.

NAM Training Course Catalog – Asset Suite P a g e 5 | 31 © 2016 ABB


FOUNDATION ARCHITECTURE END USER TRAINING
Foundation Architecture End-User training is available at ABB Training Centres in Open
Enrollment Classes, or on-site at customer locations for Core Team and Power User
training at your site. These classes are open to ABB Licensees only.

Open Enrollment End-User training provides plenty of hands-on practice and is aimed at
end-users who need a broad overview of the applications. For up-to-date training
schedules, contact your ABB Account Executive or Project Manager.

Foundation Architecture-End User Training Duration


Foundation Architecture Tailoring with 3 days
Compose

Foundation Architecture Tailoring with 5 days


Compose Workshop

NOTE: The ‘Duration’ times given in the table of classes above do not include
preparation time and setup time at the client site.

NAM Training Course Catalog – Asset Suite P a g e 6 | 31 © 2016 ABB


ACCOUNTS PAYABLE
Course Description:  Accounts Payable module provides the functionality to organize, monitor
and control payment processing for the organization.
 Application functionality provides the ability to enter invoice information,
ensure that the invoices are in accordance with the financial rules, and
enable cash disbursement processing and payment reconciliation.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for processing invoices, managing the
accounts payable function; training instructors and managers.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Accounts Payable Overview


User Selection:  Accounts Payable Application Integration
 Accounts Payable Setup
 Accounts Payable Business Flow
 Accounts Payable Activities
 Invoices
 Vouchers
 Recurring Payments
 Payment Processing
 Inquiry Screens
 Employee Payments
 Bank Reconciliation
 1099 Processing
 Accounts Payable Reporting

Objectives: On completion of this course, you should know how to:


 Create payment requests using Invoices, Vouchers, or employee
expenses.
 Match Invoices to Purchase Orders or Contracts.
 Project and monitor cash requirements.
 Prepare cash disbursements.
 Reconcile bank accounts.
 Complete tax reporting.

Training Resources: Training Agenda Course ID: ASDDB-1258

Accounts Payable Overview Presentation Course ID: ASDDB-1211

Student Guide Course ID: ASDDB-1012

NAM Training Course Catalog – Asset Suite P a g e 7 | 31 © 2016 ABB


ACTION TRACKING
Course Description:  Action Tracking provides an integrated online means of tracking
actionable events.
 Application functionality provides the ability to ensure that appropriate
actions have been taken to respond to each action item.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for requesting work, managing/planning
assignments, approving requests, training instructors and managers.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Action Tracking Overview and Setup


User Selection:  Create an Action Request
 Plan Action Request Assignments
 Action Request Management Tracking
 Performing Assignment Work and Completing Action Request
 Training Summary

Objectives: On completion of this course, you should know how to:


 Set up and Maintain Data and Resources
 Manage Action Requests (Create, Build, Approve, Cancel)
 Manage Assignments (Create, Plan, Track)
 Perform Assignment Work

Training Resources: Training Agenda Course ID: ASDDB-1259

Overview Presentation Course ID: ASDDB-1212

Student Guide Course ID: ASDDB-1011

NAM Training Course Catalog – Asset Suite P a g e 8 | 31 © 2016 ABB


CONTRACT MANAGEMENT
Course Description:  Contract Management provides procurement tools for service orders and
bilateral agreements.
 Application functionality provides the ability to establish the scope of
work, distribute accounting charges and provide meaningful controls for
tracking contracted services.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for managing contracts and vendors;
training instructors and managers.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Manage Contract Requisitions (Create, Approve, Search)


User Selection:  Manage the Backlog
 Manage RFP (Create, Approve, Award)
 Manage Contracts (Standard, Blanket, Auto-Release)
 Contract Change Request
 Contract Amendment
 Payment Authorization
 Contract Expenditures

Objectives: On completion of this course, you should know how to:


 Create and Approve Requisition
 Requesting Bid Proposals
 Place and Amend Contracts
 Monitor Contract and Evaluate Vendor
 Authorize Payment and Closure

Training Resources: Training Agenda Course ID: ASDDB-1260

Overview Presentation Course ID: ASDDB-1213

Student Guide Course ID: ASDDB-1013

NAM Training Course Catalog – Asset Suite P a g e 9 | 31 © 2016 ABB


DESIGN ENGINEERING
Course Description: Design Engineering (DE) is an integrated application that streamlines the
development of designs for the installation of new services.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for Utility company design engineers, other
personnel involved with engineering designs; training instructors and
managers.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Design Engineering Overview and Setup


User Selection:  Requesting Service
 Reviewing Service Requests
 Create a Design
 Reviewing Designs and Versions
 Create Work Orders from Designs
 Design Analysis
 Reporting

Objectives: On completion of this course, you should know how to:


 Develop a converted service request into a Design or Design Version.
 Specify the Design type.
 Create the Design from Design Points (a point of construction).
 Identify materials and resources needed to complete the design.

Training Resources: Training Agenda Course ID: ASDDB-1261

Overview Presentation Course ID: ASDDB-1214

Student Guide Course ID: ASDDB-1016

NAM Training Course Catalog – Asset Suite P a g e 1 0 | 31 © 2016 ABB


DOCUMENT MANAGEMENT
Course Description: Document Management provides the functionality to define controlled
documents or records, generate and process revisions and perform
controlled document distribution.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for the Document Management Center,
Document Owners, Review/Approver Personnel; training instructors and
managers.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Document Management Overview and Setup


User Selection:  Controlled Document Management
 Controlled Document Revisions
 Controlled Document Distribution and Transmittals
 Records Management
 Locating Controlled Documents and Records
 Document Management Reports

Objectives: On completion of this course, you should know how to:


 Set up Document Management within Asset Suite
 Manage Controlled Documents
 Manage Records
 Report on Document Management

Training Resources: Training Agenda Course ID: ASDDB-1262

Overview Presentation Course ID: ASDDB-1215

Student Guide Course ID: ASDDB-1014

NAM Training Course Catalog – Asset Suite P a g e 1 1 | 31 © 2016 ABB


ENGINEERING CHANGE
Course Description: Engineering Change provides the functionality to help plant personnel
manage a broad range of engineering changes, from major modifications
of the physical plant to minor changes to documents.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for Facility Engineers, including System
Engineers, Procurement Engineers, Document Control Personnel, Quality
Assurance Engine; Equipment Data Stewards training instructors and
managers.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Engineering Change Setup and Overview


User Selection:  Engineering Change Request
 Permanent Engineering Changes
 Temporary Engineering Changes
 Revision Tracking and Control
 Document Auto As–Building Process

Objectives: On completion of this course, you should know how to:


 Manage Engineering changes thru their lifecycle
 Prepare and implement Permanent Engineering Changes
 Prepare and implement Temporary Engineering Changes

Training Resources: Training Agenda Course ID: ASDDB-1263

Overview Presentation Course ID: ASDDB-1216

Student Guide Course ID: ASDDB-1017

NAM Training Course Catalog – Asset Suite P a g e 1 2 | 31 © 2016 ABB


EQUIPMENT TAG OUT
Course Description:  Equipment Tag Out provides the functionality to safeguards personnel
and equipment during any maintenance or potentially hazardous process
by isolating the affected area.
 Application functionality enables users to electronically isolate
equipment, ensure work is performed safely on the equipment and
remove the isolation when work is done.

Duration: 3-5 days

Intended Audience: Maintenance Supervisors, Maintenance Tradesmen, Plant Operators,


Operations Supervisors; training instructors and managers.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Tag Out Overview and Setup


User Selection:  Requesting Equipment Isolation
 Reviewing/Approving/Returning Clearance Requests
 Assigning Request to Clearance Orders
 Planning Equipment Isolations
 Approving, Returning and Cancelling Clearance Orders
 Checklists
 Holders
 Conflict Checking, Lock Out Processing, De–Isolation
 Conflict Checking, Lock Out Processing, De–Isolation
 Changing the Scope and Completing Clearance Orders
 Creating and Using Combined Clearance Orders
 Reports

Objectives: On completion of this course, you should know how to:


 Set up and manage Equipment Tag Out process

Training Resources: Training Agenda Course ID: ASDDB-1264

Overview Presentation Course ID: ASDDB-1217

Student Guide Course ID: ASDDB-1018

NAM Training Course Catalog – Asset Suite P a g e 1 3 | 31 © 2016 ABB


INVENTORY MANAGEMENT
Course Description:  Inventory Management provides tools to actively manage all warehouse
and inventory management functions, including stock and tool picks and
issues, binning, returns, receiving, quality inspections, physical
inventory, repairs, shipping, investment recovery, and more.
 Provides quick access to all information relevant to an item, providing
direct access to precise material identification and pending activity.

Duration: 5 days

Intended Audience: Individuals who are responsible for Materials Catalog Specialists, Material
Analysts, Procurement Engineers, Quality Control Specialists, Receiving
Personnel, Materials Managers, Warehouse Personnel; training personnel.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Inventory Management Overview and Setup


User Selection:  Master Materials Catalog
 Data Setup and Maintenance
 Material Requests
 Replenishment Process
 Receiving
 Quality Control Inspection
 Putaway
 Pick, Stage and Issue Process
 Return Materials
 Material Movement
 Ship Materials
 Cycle Counts
 Repair Material
 Manage Warehouse
 Surplus Analysis and Investment Recovery
 Forecasting and Analysis
 Inventory Management Reports

Objectives: On completion of this course, you should know how to apply the functionality
of Inventory Management to control all phases of inventory control and
warehouse management.

Training Resources: Training Agenda Course ID: ASDDB-1265

Overview Presentation Course ID: ASDDB-1218

Student Guide Course ID: ASDDB-1020s

NAM Training Course Catalog – Asset Suite P a g e 1 4 | 31 © 2016 ABB


LABOR ENTRY
Course Description:  Enables the entry and reporting of labor for employees and contractors.
 Labor hours can be recorded, edited, reviewed, approved, transferred,
and adjusted for payroll and contractors, and for tracking costs and work
performance.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for Employees, Contractors, Managers,
Payroll Administrators, Contract Administrators; training instructors and
managers.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Labor Entry Setup and Overview


User Selection:  Time Sheet Entry
 Model Time Sheets
 Background Time Sheets
 Time Sheet Routing and Approval
 Time Sheet Revisions and Corrections
 Time Sheet Management
 Time Sheet Reports

Objectives: On completion of this course, you should know how to capture charge items
such as labor hours, premiums, and days off for both internal employees and
contractors.

Training Resources: Training Agenda Course ID: ASDDB-1266

Overview Presentation Course ID: ASDDB-1219

Student Guide Course ID: ASDDB-1021

NAM Training Course Catalog – Asset Suite P a g e 1 5 | 31 © 2016 ABB


MATERIAL SAFETY DATA SHEET (MSDS)*
NOTE: This module is now titled Safety Data Sheets (SDS). Training courseware
will be revised to reflect this change in the near future.

Course Description:  Provides the functionality to control all aspects of MSDS administration,
regulatory requirements and reporting.
 Application functionality provides easy access to MSDS information at
the time of receipt, putaway and/or issue.

Duration: 3-5 days

Intended Audience: Buyers, Receiving Personnel, Warehouse Personnel, Personnel using


Hazardous Materials; training instructors and managers.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  MSDS Overview and Setup


User Selection:  Create a Material Safety Data Sheet
 Material Safety Data Sheet Sections
 Chemical Data
 Inventory Activities
 Management Activities
 Reports

Objectives: On completion of this course, you should know how to:


 control all aspects of MSDS administration, regulatory requirements and
reporting

Training Resources: Training Agenda Course ID: ASDDB-1267

Overview Presentation Course ID: ASDDB-1220

Student Guide Course ID: ASDDB-1022

* Note – This module is being renamed to “SDS” for Safety Data Sheets, to maintain equivalency with
industry making this same change across the board.

NAM Training Course Catalog – Asset Suite P a g e 1 6 | 31 © 2016 ABB


PROCUREMENT ENGINEERING
Course Description:  Provides the functionality to ensure that procured goods and services
are of sufficient quality to fill all safety and regulatory requirements for
the intended plant use.

Duration: 3-5 days

Intended Audience:  Procurement Engineering Supervisors and Specialists


 Design Engineers
 Materials Catalog Specialists and Material Analysts
 Supply Chain Supervisors
 Buyers
 Contract Analysts
 Quality Control Specialists
 Receiving Personnel
 Materials Managers
 Warehouse Personnel
 training instructors and managers

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Procurement Engineering Overview and Setup


User Selection:  Requesting a Procurement Engineering Evaluation
 Reviewing and Assigning Work
 Performing a Basic Evaluation
 Verifying Bill of Materials
 Item Equivalency Evaluations
 Commercial Grade Dedication
 Maintaining the Restricted Materials and Suppliers List
 Maintaining QA Approved Suppliers List
 Reports

Objectives: On completion of this course, you should know how to:


 Manage the Procurement Engineering life cycle to ensure that procured
goods and services are of sufficient quality to fill all safety and regulatory
requirements for the intended plant use.

Training Resources: Training Agenda Course ID: ASDDB-1269

Overview Presentation Course ID: ASDDB-1221

Student Guide Course ID: ASDDB-1025

NAM Training Course Catalog – Asset Suite P a g e 1 7 | 31 © 2016 ABB


PROJECT MANAGEMENT
Course Description: Asset Suite Project Management application is an integrated application
designed to support all projects within an organization.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for Project Managers, Management, Work
Planners, Schedulers, Buyer/Purchasing Agent; training instructors and
managers.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Project Management Overview and Setup


User Selection:  Define a Project
 Plan a Project
 Approve a Project
 Monitor a Project
 Project Analysis
 Project Completion
 Reports

Objectives: On completion of this course, you should know how to:


 Use the Project Management modules to support projects within your
organization.

Training Resources: Training Agenda Course ID: ASDDB-1270

Overview Presentation Course ID: ASDDB-1222

Student Guide Course ID: ASDDB-1026

NAM Training Course Catalog – Asset Suite P a g e 1 8 | 31 © 2016 ABB


PERSONNEL QUALIFICATIONS DATA
Course Description:  Provides the functionality to track training and qualification data assigned
to employees and contractors.

Duration: 3-5 days

Intended Audience: The Personnel Qualifications Data application is typically used by authorized
personnel like Planners and Schedulers who must assign personnel to jobs
knowing that these individuals are qualified to perform the work properly; and
training instructors and managers.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Personnel Qualifications Data Overview and Setup


User Selection:  Manage Qualifications Assignments, Exams, and Exam Data
 Manage and Update Personnel Qualifications

Objectives: On completion of this course, you should know how to:


 Define Qualifications at a basic level and then group them at higher
levels.
 Customize Qualifications & Qualification Groups against individuals.
 Track class rosters and exam information
 Ensure integration between class exam information and individual's
qualification records.
 Roll up/roll down qualification information through qualification levels
using automated functionality.

Training Resources: Training Agenda Course ID: ASDDB-1268

Overview Presentation Course ID: ASDDB-1223

Student Guide Course ID: ASDDB-1023

NAM Training Course Catalog – Asset Suite P a g e 1 9 | 31 © 2016 ABB


PURCHASING
Course Description: The Asset Suite Purchasing application is part of an integrated system
designed to control all phases of material procurement processing in
support of facility operations and maintenance.

Duration: 3-5 days

Intended Audience:  Material Analysts


 Procurement Engineers
 Buyers and Expeditors
 Materials Catalog Specialists
 Contract Administrators
 training instructors and managers

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Purchasing Overview and Setup


User Selection:  Procurement Card Transactions
 Purchase Requisitions
 Request for Vendor Evaluation
 Process RFQ and Post Vendor Bids
 Purchase Orders
 Blanket Purchase Orders
 Blanket Purchase Order Releases
 Revise PO–BPO Release
 Expediting Purchase Orders
 Management Reporting
 XML/EDI Error Correction
 Open Requisition Backlog
 Reports

Objectives: On completion of this course, you should know how to:


 Control all phases of material procurement processing in support of
facility operations and maintenance.

Training Resources: Training Agenda Course ID: ASDDB-1271

Overview Presentation Course ID: ASDDB-1224

Student Guide Course ID: ASDDB-1024

NAM Training Course Catalog – Asset Suite P a g e 2 0 | 31 © 2016 ABB


SYSTEM ADMINISTRATION
Course Description: The purpose of the System Administration (SA) and Financial Transaction
Infrastructure (FTI) setup is to allow for the integration of the various Asset
Suite products and incorporate your company's unique organizational and
financial needs.

Duration: 5 days

Intended Audience: System Administrators; training instructors and managers.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  System Administration and FTI Overview


User Selection:  Initializing the Asset Suite System
 Establishing an Asset Suite User
 System Code Values
 AAA Routing
 Preferences Setup
 Security Setup
 Financial Transaction Infrastructure Overview
 View Financial Transaction Details
 Account Information Setup
 Cost Element Setup
 Activity Setup
 Account Mapping Setup
 Accounting Transaction Defaults Setup
 Online Journal Entry Processing
 Extracts Processing
 External Folder and Indexing Processing
 Trigger Configuration

Objectives: The System Administration and FTI modules of Asset Suite enable
employees to:
 Use more of what they know
 Share their knowledge more easily with others
 Learn more about their jobs using the new technology
Training Resources: Training Agenda Course ID: ASDDB-1272

Overview Presentation Course ID: ASDDB-1225

Student Guide Course ID: ASDDB-1027

NAM Training Course Catalog – Asset Suite P a g e 2 1 | 31 © 2016 ABB


TOTAL EXPOSURE
Course Description: Total Exposure addresses the need to comply with regulations and to fulfill
Health Physics functional requirements.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for Dosimetry/Records Clerks, Health
Physics Techs, Radiological Control Techs, Radiation Monitors, HP/RCT
Supervisors, Health Physicists, ALARA/ALARP Personnel; training
instructors and managers.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Total Exposure Overview and Setup


User Selection:  Exposure Monitoring – Personnel
 Exposure Investigation/Tracking
 Exposure Monitoring – Dosimetry
 Radiological Job Planning
 RadCon Log
 Access Control
 Respirator Tracking
 Radioactive Source Tracking
 Bioassay Tracking
 Instrument Tracking
 Airborne Radiation Surveys
 ALARA/ALARP Administration
 Reporting

Objectives: On completion of this course, you should know how to:


 completely monitor and record functions for both external and internal
exposure received by the individual

Training Resources: Training Agenda Course ID: ASDDB-1273

Overview Presentation Course ID: ASDDB-1226

Student Guide Course ID: ASDDB-1028

NAM Training Course Catalog – Asset Suite P a g e 2 2 | 31 © 2016 ABB


WORK MANAGEMENT OVERVIEW
The Asset Suite Work Management (WM) is an integrated application that encompasses activities to
facilitate documenting, planning, scheduling, performing and completing all work activities required to
support the efficient operation and maintenance of a facility.

The Work Management modules are typically used by Work Crew Supervisors, Tradesmen,
Engineers, Management.

Work Management is the largest part of Asset Suite. Therefore, for your convenience and to facilitate
readability, training courses and materials are separated into six different smaller modules:

 WM Data Setup

 WM Work Planning

 WM Work Scheduling

 WM Performing and Completing Work

 Preventive and Predictive Maintenance

 WM Analysis and Reporting

Each of these courses is addressed with information on the following pages.

WM Work Flow
The high-level business flow of Work Management includes the following basic functions:

 System Administration and Data Setup

 Initiate Work Activities

 Approve Work Activities

 Plan Work Activities

 Schedule Work Activities

 Perform Work Activities

 Complete and Close-out Work Activities

 Develop a Preventive Maintenance Program

 Work Management Analysis and Reporting

NAM Training Course Catalog – Asset Suite P a g e 2 3 | 31 © 2016 ABB


Work Management Integration
WM integrates with these Asset Suite modules, in the following ways:

Integrating Modules Work Management

Action Tracking Cross-reference between Work Order Tasks and


Action Requests and Assignments

Contract Management Contract Requisitions created from Work Order


Tasks. Accounting carried from WO Task to
Contract. Contract estimates and actual costs
rolled to Work Order Task.

Design Engineering Doc Refs, Work Standards, Permit and Resource


Requirements including material transferred to WO
Task.

Document Management Controlled Document references on Work Order


Tasks, Equipment Records and UTCs

Equip Tag Out Auto/Manual Clearance Request generation. Hold


Code generation.

Financial Integration Triggers available to send WO Task financial data


to external financial system

Inventory Management Material Req on WO Task, Bills of Material, UTC


generation on Material Receipt.

Labor Entry and Reporting Hours recorded against WO Tasks automatically


generate time sheets

PQD Define qualifications requirements against


Equipment Records. WO Task displays
qualification requirements. Qualified employees
displayed during WO Task Scheduling.

Project Management Project Number referenced on WO Task, then WM


accumulates all maintenance costs against a
project.

Total Exposure RWPs created on WO Task

NAM Training Course Catalog – Asset Suite P a g e 2 4 | 31 © 2016 ABB


WORK MANAGEMENT DATA SETUP
Course Description: Familiarizes the user with and give the capacity to add data codes to support
al work management functionality.

Duration: 3-5 days

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Preliminary Data Setup


User Selection:  Additional Equipment Related Information
 Attributes and Parameters
 Billing Templates
 Bill Of Materials (BOM)
 Client
 Complex Codes
 Data Hierarchy
 Equipment
 Equipment Related Codes
 Facility/Unit Operations
 Grants
 Hold Codes
 Itineraries and Audits
 Location Data
 Manufacturers
 Parameters
 Permits
 Predictive Maintenance Setup for Equipment Record
 Preventive Maintenance Setup for Equipment Record
 Property Units and Compatible Units
 Reliability Centered Maintenance (RCM
 Resource, Personnel & Crew Maintenance
 Right of Way
 Risk Assessment
 Uniquely Tracked Commodity
 Work Standards

Training Resources: Training Agenda Course ID: ASDDB-1275

Overview Presentation Course ID: ASDDB-1227

System Administration/ FTI Student Guide Course ID: ASDDB-1027

NAM Training Course Catalog – Asset Suite P a g e 2 5 | 31 © 2016 ABB


WM WORK PLANNING
Course Description:  Provides the functionality to.
 Application functionality provides

Duration: 3-5 days

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Create a Work Request


User Selection:  Work Request Review Process
 Create a Service Request
 Service Request Review Process
 Convert Approved Work Request into a Work Order
 Convert Approved Service Request into a Work Order
 Create Work Order
 Make Changes to a Work Order
 Search for Existing Work Orders
 Plan a Task
 Create Expedited Work Order
 Create Model Work Order
 Permit Request
 Initiate/Review Work Order
 Status Tracking and Hold Processing

Objectives: On completion of this course, you should know how to:


 Manage the tasks that comprise the work planning life cycle.

Training Resources: Training Agenda Course ID: ASDDB-1278

Overview Presentation Course ID: ASDDB-1230

Student Guide Course ID: ASDDB-1030

NAM Training Course Catalog – Asset Suite P a g e 2 6 | 31 © 2016 ABB


WM WORK SCHEDULING
Course Description:  Provides the functionality to identify personnel and other work schedule
data so that Work Scheduling may be performed.
 Application functionality provides

Duration: 3 days

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Work Scheduling Setup


User Selection:  Search for Work to be Scheduled
 Review Work to be Scheduled
 View Existing Work Schedules
 Schedule Work
 Print Functions for WMS Scheduling
 Generic Scheduling Tools
 Interface with 3rd Party Scheduling Tools

Objectives: On completion of this course, you should know how to:


 Manage the tasks that comprise the work scheduling effort.

Training Resources: Training Agenda Course ID: ASDDB-1279

Overview Presentation Course ID: ASDDB-1231

Student Guide Course ID: ASDDB-1031

NAM Training Course Catalog – Asset Suite P a g e 2 7 | 31 © 2016 ABB


WM PERFORMING AND COMPLETING WORK
Course Description:  Provides the functionality to gather data on task/work completion details,
and to record how that work affects equipment, billing, and future work
scheduling.

Duration: 3-5 days

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Record Work Progress Information


User Selection:  Record Work Order/Task Completion Details
 Record Equipment Change Details
 Route/Conduct Work Order Completion Review
 Billing and Revenue
 Calibration Support

Objectives: On completion of this course, you should know how to manage the tasks that
comprise the work completion effort.

Training Resources: Training Agenda Course ID: ASDDB-1276

Overview Presentation Course ID: ASDDB-1228

Student Guide Course ID: ASDDB-1032

NAM Training Course Catalog – Asset Suite P a g e 2 8 | 31 © 2016 ABB


WM PREDICTIVE AND PREVENTIVE MAINTENANCE
Course Description:  Provides the functionality to the repetitive equipment maintenance of
preventive and predictive maintenance.

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Preventive and Predictive Maintenance (PPM) Data Setup


User Selection:  Create Equipment Record
 Define PD Operating Factors
 Create the Uniquely Tracked Commodity
 Create the Frequency Codes
 Create Model Work Order
 Create PM Objects
 Working with the PM
 Work Order Completion Processing

Objectives:  On completion of this course, you should know how to manage the tasks
that comprise the PPM effort.

Training Resources: Training Agenda Course ID: ASDDB-12

Overview Presentation Course ID: ASDDB-12

Student Guide Course ID: ASDDB-10

NAM Training Course Catalog – Asset Suite P a g e 2 9 | 31 © 2016 ABB


WM ANALYSIS AND REPORTING
Course Description: Provides the functionality to offer reports, analysis tools and review
functions. These functions permit maintenance personnel and managers to
manage their assets from a cost and historical failure perspective.

Duration: 3-5 days

Prerequisites:  Asset Suite System Basics web-based training (WBT)

Topics Included by  Work Management Analysis


User Selection:  Work Management Reports

Objectives: On completion of this course, you should know how to:


 manage the tasks that comprise the analysis and reporting effort.

Training Resources: Training Agenda Course ID: ASDDB-1274

Overview Presentation Course ID: ASDDB-1232

Student Guide Course ID: ASDDB-1033

NAM Training Course Catalog – Asset Suite P a g e 3 0 | 31 © 2016 ABB


NAM Training Course Catalog – Asset Suite P a g e 3 1 | 31 © 2016 ABB

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