FX EAM Overview

Basics

  • The FX EAM module is a comprehensive asset management solution that tracks equipment, schedules work orders for preventative maintenance, assists in regulatory compliance, manages inventory for maintenance, and tracks maintenance team assignments.

  • FX EAM contains many objects to support its rich features.

Intelligent Maintenance Management

  • Each piece of equipment or tracked asset can have multiple preventative maintenance schedules assigned to it that automatically generate work orders from highly configurable templates.

  • Group preventative maintenance schedules for the same equipment to reduce generation of work orders.

    For example, inspect a building’s HVAC system weekly, but include changing air filters during the inspection that occurs the first week of each month.

  • Create preventative maintenance routes to link work done in a standard sequence across pieces of equipment.

    For example, define a preventative maintenance route for the daily inspection of 15 work trucks. Each work truck receives a separate work order along the route.

  • Work orders track the labor, parts, supplies, and miscellaneous costs used for maintenance. Work orders contain individual work tasks.

  • Work tasks describe the actual work required for the maintenance. Each task is assigned a Craft, which determines the labor rate for the work done. Work tasks may require supplies from inventory or miscellaneous costs, such as work by a third party vendor.

Inventory Management

  • FX EAM also provides inventory management for supplies kept on hand for equipment maintenance.

  • Stock the same catalog item across different warehouse locations. If needed, track individual stock items using serialization.

  • Track needed inventory with Planned Stock and generate purchase orders to acquire additional inventory from vendors or transfer requests to shift stock from one warehouse to another.

  • Receive items from transfers or purchase orders into inventory and generate general ledger details to aid recording accounting entries.

Key Features

  • Ready built reports to run or customize

  • Track equipment location and usage

    • By location

    • Set lifecycle status

    • See geolocation and availability

  • Automatically generate work orders for:

    • Preventative maintenance

    • Corrective maintenance

    • Inspections

    • Certifications

  • Model preventative maintenance schedules that are:

    • Calendar based, either by a fixed interval from the last due date or a floating interval from the last work completion date

    • Meter based, based on a measure you define, such as hours or odometer readings

    • The earlier of a floating calendar interval or a meter reading

  • Work order management:

    • Track costs, including Parts, Labor, Tasks, and Miscellaneous costs

    • Create standard work order templates

    • Track bill of materials required for a work order

    • Review Planned Stock required for work orders to facilitate requisition

  • Inventory management:

    • In-stock catalog items by warehouse

    • Planned stock for purchase and requisition based on work orders

    • Purchase order and transfer request generation