EAM PM Schedule Upload  Help

EAM PM Schedule Upload creates and updates Oracle Enterprise Asset Management preventive maintenance schedule definitions from Excel, as the Preventive Maintenance form does: the schedule header, its activities, its scheduling rules (day interval, runtime meter and list date rules) and optional last service readings. Uploading defines the schedules; the work orders are generated by the Generate Preventive Maintenance Work Orders concurrent program.

When to use it

• Create preventive maintenance schedules for many assets at once instead of one at a time in the Preventive Maintenance Schedules window.
• Roll out a standard maintenance regime (same activity and interval) across a fleet of assets.
• Bulk-update schedule attributes such as effective dates, lead time, work order status, rescheduling and scheduling method.
• Load day interval, runtime meter or list date rules, and last service readings so the next due date calculates correctly.

Before you start

• You use a responsibility with access to the eAM-enabled maintenance organization.
• The asset number exists, and the activity is associated with it (EAM Asset Activity Association Upload or the Activity Association window).
• For meter rules and last service readings, the meter exists and is associated with the asset.

Choose a template

Step 1 – Set the parameters

Open EAM PM Schedule Upload in Blitz Report and set the parameters:

Step 2 – Run to download the Excel file

Click Run. The Excel file downloads and opens with the schedules of the organization: a header row per schedule, followed by its activity, rule and last service rows. In Create mode the sheet is empty.

Step 3 – Enter or change the schedules

All rows of a schedule repeat the header columns (Organization Code, Schedule Name, Asset Type, Asset Number, Activity and so on) and must stay together; Schedule Name, Asset Number and Activity identify the schedule. Existing schedules are updated, others created. Each row can add one activity (Act Activity, Act Interval Multiple, Act Allow Repeat…), one rule and one last service reading:

• Day interval rule: Rule Day Interval, with optional Rule Effective Date From / To. Required for Schedule Type Day Interval.
• Runtime meter rule: Rule Meter and Rule Runtime Interval, with optional effective readings.
• List date: Rule List Date and Rule List Date Desc. Required for Schedule Type List Dates.
• Last service: Lsi Meter, Lsi Last Service Reading, optionally Lsi Prev Service Reading and Lsi Wip Job.

A new Rule Based schedule needs at least one day interval or runtime meter rule; without an Act Activity, the header Activity becomes its activity. A single row is enough, as for the new C402 schedule in the screenshot. Set Use to Base Date or Base Meter Reading only together with Base Date or Base Reading. An unknown Set Name is created, using Set Name Description, Set Name End Date and Set Name Local Flag.

Validate and Save requires a rule on every changed row of a Rule Based schedule, so change header values such as Lead Time In Days or Effective To on the schedule’s rule row, not on its first row. The upload saves schedules, activities and rules as the Preventive Maintenance form does: a changed rule is updated in place, Delete Rule = Yes on a downloaded rule row removes the rule, and a rule row you add creates a new rule. Activity rows add new activities or update the existing ones. Rules and activities that are not in the file are kept.

Act Next Svc Start, Act Next Svc End, Act Last Svc Start and Act Last Svc End show the next and last service dates of an activity; the last service dates are recorded by work order completion. These columns, Day Tolerance and Rule Last Service Reading are read-only. Rule Last Service Reading is derived from the last service information on save.

Step 4 – Validate and Save

Click Validate and Save. This checks for missing required values and the rules above, and saves the file. Correct any rows it flags before uploading.

Step 5 – Upload the file

In Blitz Report click Upload and select the saved file. This submits the upload request, which creates or updates each schedule with all its rows in one step.

Step 6 – Review the result report

When the request completes, a result report opens listing every uploaded row with its status and message. If one row of a schedule fails, the whole schedule is rolled back and all its rows show the error.

What’s produced

• Preventive maintenance schedules created or updated with their activities, rules and last service readings, and any new PM set names.
• A result report listing every row with a status (success or error) and a message.

Common questions

I uploaded a schedule but no work orders appeared. Why?
Uploading only defines the schedule. Run the Generate Preventive Maintenance Work Orders concurrent program to create the work orders.

Can I create a schedule for an asset group?
No. Every schedule is for an asset number. Use one schedule per asset.

Will changing the header lose my existing rules?
No. Uploaded rule rows update or add rules, and the schedule’s other rules are kept.

Can I delete a schedule or a rule?
Schedules cannot be deleted; to end a schedule, set Effective To. To delete a rule, set Delete Rule to Yes on its downloaded rule row.

My Activity is not in the list for the asset.
The activity must be associated with that asset number. Create the association first, then enter the row again.

Troubleshooting