EAM Integration

This topic describes how to import to an Asset Strategy action from an EAM Action.

1. Access the ASM Overview page.
2. Select .
   The Asset Strategy Builder (Import from EAM) window appears, displaying the Select Assets section.

   
   
   
3. Next to each asset you want to import, select the check box.
4. Select Next.
   The Select EAM Actions section appears.

   
   
   
5. Next to each Action that you want to import, select the check box.
6. Select Next.
   The Summary section appears.

   
   
   
7. Select Finish.
   Asset Strategy Actions are created for the selected EAM Maintenance Items and EAM Operations. Also, for each selected asset for which an Asset Strategy did not already exist, one is created.

   Note: A progress indicator appears. Once the process is complete, the date and time of the last import appears. If the process cannot be completed, an error message appears.

1. Access Implement Actions.
2. In the Implement Actions workspace, in the row for the Actions that you want to implement as an EAM Maintenance plan, select the check box.
   The Actions are highlighted.

   Note: The maximum number of records that you can select for one implementation is 100.
3. In the workspace, select Implement, and then select EAM Maintenance Plan.

   The Implement as EAM Maintenance Plan window appears.

   

4. Select Send.

   A message appears, confirming that the maintenance plan has been implemented successfully.

1. Approve the strategy whose related actions you modified.
   The strategy is now in the Active state.
2. In the pane, select the Implement Actions tab.
   The Implement Actions workspace appears.

   
   
   
3. In the Implement Actions workspace, next to the Actions that require updates to their implementations, select the check box, and then select .
   The updates are applied to the implemented Actions. If any updates were unsuccessful, the Errors window appears, displaying a list of unsuccessful updates.

   Note: If you change the plan in the EAM System after you have updated GE Digital APM, in the Implement Actions workspace, the Requires Update indicator appears in the row, alerting you that the Action interval is not in sync.

1. Access Implement Actions.
2. In the Implement Actions workspace, next to the action that you want to link, select the check box.
   The action is highlighted.
3. Select the Implement menu, and then select EAM Maintenance Plan.
   A window appears with the Link Existing option selected, displaying a list of records.

   
   
   
4. Select the row containing the EAM Maintenance Plan that you want to link, and then select Send.
   A message appears, confirming that the action was linked successfully.

1. Access Implement Actions.
2. In the Implement Actions workspace, select the check box in each row containing an action that you want to include in the work request.
   The actions are highlighted.
3. In the workspace, select the Implement drop-down menu, and then select EAM Work Request.
   The Implement as EAM Work Request window appears.

   

4. Select Send.
   A message appears, confirming that the work request has been sent successfully.