An Operations and Maintenance Information Open System Alliance

OIIE Use Case 5 - Asset Installation/Removal Updates

This Use Case describes the process for updating O&M systems of serialized asset configuration updates. The updates originate from a maintenance management system (MMS) that has a successfully completed work order for asset removal/installation/commissioning. In some circumstances, the completed work can be verified against an intelligent device network (I&C Device Monitoring System) that senses that a new device has been installed/removed.

Background

One of the largest headaches for any complex facility or plant is keeping accurate track of the uniquely identified physical assets which are currently installed in a given functional location. Use Case 1 and Use Case 2 deal with "top-down" Design Engineering-driven activities and Use Case 3 deals with the situation where this is a "bottom-up" process, but routine remove/replace operations are work flow-driven rather than design-driven.

While all organizations make an attempt to properly keep track of this information for classes of assets with critical functions, experience has shown that substantial process and information gaps routinely exist. After a few years of operations, there is often a substantial difference between the assets that are shown to be installed in the system of record and those that actually are installed. This situation is normally verified and at-least partially corrected when a "walk down" takes place in conjunction with the implementation of some new related system. This is an expensive, labor-intensive process and it does not solve the fundamental problem, which results in its recurrence. Lack of proper management of this seemingly straight-forward element of configuration change can have profound consequences for reliability, EH&S, quality, and yield.

Scope

The scope of this use case is limited to remove and replace corrective maintenance.

Preconditions

This Use Case is predicated on Use Case 1 and Use Case 10 occurring prior so that the I&C Device Monitoring System, Maintenance Management System and O&M Systems are populated with functional location and equipment asset information.

Successful End Condition

A reconciled, completed work order for asset removal/installation has been published to any interested O&M systems.

Actors

Business Actors

  • Operations
  • Maintenance Planner
  • Technician

System Actors

  • Maintenance Management System
  • I&C Device Monitoring System

Triggers

Operations sends a work request to Maintenance identifying a particular plant item that needs maintenance.

Main Success Scenario

Note The following is a simplified workflow of corrective maintenance that is intended to indicate the interoperability-based interactions with enterprise and automation systems within a general business process context.

Send work request Operations sends a work request to Maintenance identifying a particular plant item that needs maintenance.
Generate and approve work order and schedule The Maintenance Planner generates a work order and schedule in the Maintenance Management System against a functional location or asset. The work order is given approval by Operations.
Organize resources and hand off work order The Maintenance Planner organizes necessary resources (materiel and information) for the work order before handing it off to the Technician.
Remove serialized asset from functional location The Technician physically removes the equipment from its previous location and registers the removal into the Maintenance Management System. This may occur immediately via a portable onfield device or through a more lengthy data entry process.
Sense asset removal and reconcile with work order If available, an I&C Device Monitoring System may sense the removal of the asset and send a notification to the Maintenance Management System. The Maintenance Management System attempts to reconcile the removal with any recent work orders.
Install serialized asset on functional location The Technician physically installs the equipment onto the designated location and registers the installation into the Maintenance Management System. This may occur immediately via a portable onfield device or through a more lengthy data entry process.
Sense asset install and reconcile with work order If available, an I&C Device Monitoring System may sense the install of the asset and send a notification to the Maintenance Management System. The Maintenance Management System attempts to reconcile the install with any recent work orders.
Sign off work order Once the work order has been deemed complete (following any subsequent activities and audits, etc.) it can be signed off and closed.

System Interoperability Scenarios