EAM PM Schedule Upload  Help

EAM PM Schedule Upload creates and updates Oracle EAM preventive-maintenance schedule definitions from Excel – the PM header plus its activity group and scheduling rules (Day Interval, Runtime Meter, List Date) and optional last-service readings – via the standard Oracle EAM public API. Uploading defines the schedules; the work orders themselves are generated by a separate concurrent program.

When to use it

• Mass-create new preventive-maintenance schedules for many assets/activities instead of entering them one at a time.
• Roll out a standard maintenance regime (same activity + rule pattern) across a fleet of assets.
• Bulk-edit header attributes (work-order status, lead time, effective dates, rescheduling behaviour) on existing PM schedules.
• Bulk-load Day Interval, Runtime Meter or List Date scheduling rules.
• Seed last-service readings so the next due date calculates correctly.
• After every upload, run the EAM Generate PM Work Orders concurrent program to generate the actual work orders.

Before you start

• Blitz Report is installed and you are signed in to a responsibility with access to an EAM-enabled inventory organization.
• The asset exists as a maintainable asset, and the activity is already associated with that asset.
• For meter rules / last-service rows, the meter (counter) exists for that asset and is flagged for use in scheduling.

Step 1 – Choose a mode, set the parameters and download

In Blitz Report, open EAM PM Schedule Upload, choose an Upload Mode (Create for an empty template, or Create, Update to download existing schedules to edit), and set the parameters:

Run the upload to download and open the Excel file. Each schedule is automatically handled as a create or an update depending on whether it already exists.

Step 2 – Enter the schedules

Use one row per piece; repeat the Organization Code + Schedule Name + Asset + Activity on each row of the same schedule. On the header enter the Asset Number, Activity, Set Name, Schedule Type, effective dates and Work Order Status. Add activity-group rows and scheduling rule rows (day interval, runtime meter, or list date) as needed.

Step 3 – Validate and Save

Click Validate and Save. This checks for missing required values and runs the upload’s validation, then saves the file. Correct anything it flags before continuing.

Step 4 – Upload and view the result

Back in Blitz Report, click Upload and select your saved file. This submits the Blitz Upload request, which creates or updates each PM schedule. When it finishes, a result report opens showing each row as success or error.

Step 5 – Generate the work orders

Uploading only defines the schedules. To generate the actual maintenance work orders, schedule or run the EAM Generate PM Work Orders concurrent program.

What’s produced

• Created and updated preventive-maintenance schedule definitions with their activities and rules.
• A result report listing every row with a status (success or error) and a message.

Common questions

I uploaded a PM schedule but no work orders appeared. Why?
That’s expected. Uploading only defines the schedule. Run the EAM Generate PM Work Orders concurrent program to generate the work orders.

Can I delete a PM schedule with this upload?
No – it only creates and updates PM schedules.

If I update a schedule and only change the header, will my existing rules be lost?
No. When you don’t supply rule/activity rows on an update, the upload re-applies the schedule’s existing rules. But if you do supply rules, the update replaces the whole rule set with what you provide – include every rule you want to keep.

I entered a new Set Name and it was created automatically – is that right?
Yes. If the Set Name you type doesn’t already exist, the upload creates it. Reference an existing Set Name to avoid creating a new one.

My Activity isn’t in the dropdown for the asset I picked.
The activity must already be associated with that asset. Create the association first in EAM, then re-download the template.

Troubleshooting