EAM Failure Sets Upload creates and updates Oracle Enterprise Asset Management (eAM) failure sets from Excel. A failure set groups the failure, cause and resolution code combinations that are valid for the asset groups and rebuildables associated with it, so maintenance users record failures on work orders with the right codes. One file holds the set headers, their item associations and their code combinations, one row each.

When to use it

  • Set up failure sets with their item associations and code combinations in one pass during an eAM implementation.
  • Attach further asset groups or rebuildables to an existing failure set.
  • Add failure, cause and resolution combinations to a set, or end-date obsolete ones.
  • Require (or stop requiring) a failure code on work order completion for an associated item.
  • Mass-update set descriptions, or retire a whole set by end-dating it.
  • Remove associations or combinations created in error.

Before you start

  • The failure, cause and resolution codes used on combination rows must exist and be active. Load them first with the EAM Failure Codes Upload.
  • Associated items must be asset groups or rebuildables defined in a master organization.
  • Failure sets, their associations and combinations are global: they do not belong to an organization or operating unit.

How the rows work

The Row Type column says which part of a failure set a row holds. Set Name is repeated on every row of the set:

Row TypeColumns usedIdentified by
SETSet Description, Set Effective End DateSet Name
ASSOCIATIONInventory Item, Failure Code Required, Association Effective End Date, Delete RecordSet Name and Inventory Item
COMBINATIONFailure Code, Cause Code, Resolution Code, Combination Effective End Date, Delete RecordSet Name and the three codes

Rows are processed from top to bottom, so put the SET row of a new set above its association and combination rows.

Step 1 – Set the parameters

Open EAM Failure Sets Upload in Blitz Report and set the parameters:

ParameterMeaning
Upload ModeCreate (default) opens an empty sheet for new sets; Create, Update downloads the existing sets with their associations and combinations for editing and lets you add new rows.
Set NameDownloads only this failure set. Leave it blank to download all sets.
Blitz Report run screen for EAM Failure Sets Upload with Upload Mode Create, Update and Set Name Equipment Failure Set

Step 2 – Run to download the Excel file

Click Run. The Excel file downloads and opens with a SET row per failure set followed by its ASSOCIATION and COMBINATION rows, or an empty sheet.

Excel file with the SET row of Equipment Failure Set followed by its ASSOCIATION rows for asset groups and its COMBINATION rows of failure, cause and resolution codes

Step 3 – Enter or change the failure sets

On a SET row enter or change the Set Description. Set a Set Effective End Date to retire the set; clear it to make the set active again. A set cannot be renamed or deleted.

On an ASSOCIATION row select the asset group or rebuildable in Inventory Item. Set Failure Code Required to Yes if work order completions for the item must record a failure code; blank means not required. Use Association Effective End Date to end-date the association.

On a COMBINATION row select the Failure Code, Cause Code and Resolution Code. On an existing combination only the Combination Effective End Date can change; different codes create a new combination.

To remove an existing association or combination, set Delete Record to Yes on its row.

When you create a new set you can skip the SET row: the first new association or combination row for an unknown Set Name creates the set, taking the Set Description and Set Effective End Date from that row.

Excel file with the description of Equipment Failure Set changed, marked Update, and a new Compressor Failure Set entered as a SET row, an ASSOCIATION row with Failure Code Required Yes and two COMBINATION rows, marked Create

Step 4 – Validate and Save

Click Validate and Save. This checks for missing required values, including the Inventory Item on association rows and all three codes on combination rows, and saves the file. Correct any rows it flags before uploading.

All edited rows show status Valid after Validate and Save

Step 5 – Upload the file

In Blitz Report click Upload and select the saved file. This submits the upload request, which creates, updates or deletes the set, association or combination of each changed row. Downloaded rows you did not change are not processed.

File Upload page with the saved Excel file selected for upload

Step 6 – Review the result report

When the request completes, a result report opens listing every uploaded row with its status and message.

Result report showing Compressor Failure Set, its association and both combinations created and Equipment Failure Set updated, all with status Success

What’s produced

  • Failure sets created, updated or end-dated, with their item associations and failure, cause and resolution combinations created, updated, end-dated or deleted.
  • A result report listing every row with a status (success or error) and a message.

Common questions

How do I delete a failure set?
Oracle does not allow failure sets to be deleted. End-date the set with a Set Effective End Date on its SET row. Its associations and combinations can be deleted with Delete Record = Yes.

Do I need a SET row for a new set?
No. A new association or combination row for a Set Name that does not exist yet creates the set. Add a SET row when you want to give the set a description in its own row.

Why is my failure code not in the list?
The lists show only active codes. Create the code, or clear its end date, with the EAM Failure Codes Upload first.

Should I delete an association or combination, or end-date it?
End-date entries that have been used, so failure history keeps them. Delete only entries created in error.

A re-uploaded row says “No change.” – is that an error?
No. The row matched the stored values, so nothing was updated.

Troubleshooting

MessageCauseWhat to do
Set Name is required.The Set Name cell is blank.Enter the Set Name on every row of the set.
Row Type must be SET, ASSOCIATION or COMBINATION.Row Type is blank or not one of the three values.Select the Row Type from the list.
Inventory Item is required for ASSOCIATION row.An association row has no item.Select the asset group or rebuildable.
Failure Code / Cause Code / Resolution Code is required for COMBINATION row.A combination row is missing one of the three codes.Enter all three codes.
Inventory Item is invalid / Failure Code is invalidThe item is not an asset group or rebuildable of a master organization, or the code does not exist or is end-dated.Select a value from the list.
Failure set <name> not found. Create the SET row before ASSOCIATION rows.An Update or Delete association or combination row names a set that does not exist.Correct the Set Name, or enter the rows of the new set as new rows.
Association not found for deletion. / Combination not found for deletion.Delete Record is Yes on a row that matches no existing association or combination.Correct the item or codes, or clear Delete Record.
Other messagesOracle eAM rejected the row; its message is shown.Correct the values named in the message.
No change.An update row is identical to the stored values.Informational – no action needed.