EAM Integration

Create Actions from EAM Plans

This topic describes how to create actions from EAM Plans.

Access the ASM Overview page.
Select Import, and then select From EAM.
The Asset Strategy Builder (Import from EAM) window appears.
Select the check box for each asset that you want to import.
Select Next.
The Select EAM Actions section appears.
Next to each Action that you want to import, select the check box.
Select Next.
The Summary section appears.
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.

In the Implement Actions workspace, you can implement a maintenance plan to create a recommendation in the EAM system for the selected Actions.

Access Implement Actions.
In the Implement Actions workspace, select the check box for each row containing an action that you want to include in the maintenance plan.
The Actions are highlighted.
Note: The maximum number of records that you can select for one implementation is 250.
In the workspace, select Implement, and then select EAM Maintenance Plan.

The Implement as EAM Maintenance Plan window appears.

Note: If you need to create an EAM Work Request, select the Create EAM Work Request check box.
Select Send.

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

A General Recommendation is created and linked to the asset.
The General Recommendation contains a reference document with the details for each selected action.
Select additional data from the Action Family, and then configure the selected data in the reference document using the following catalog query:
\\Public\Meridium\Modules\Asset Strategy\Queries\EAM Action Mapping
If the Create EAM Work Request check box is selected, before selecting Implement, a work request is created in the EAM system that contains a link to view the General Recommendation in APM.

You can modify actions as necessary. When you modify actions, the state assignment for the strategy is changed to Modified.

Approve the strategy whose related actions you have modified.
The strategy is changed back to the Active state.
In the pane, select the Implement Actions tab.
The Implement Actions workspace appears.
In the Implement Actions workspace, next to the Actions that you have modified and require updates to their implementations, select the check box, and then select .

Note: If an Action is implemented in the EAM module, then an additional window appears with an option to select if you want to create an EAM work request.
Select Yes, to send a notification to the EAM system.

The updates are applied to the Implemented Actions. If any updates are unsuccessful, the Errors window appears, containing a list of unsuccessful updates.

Note: If you change the plan in the EAM system after you have updated APM, then an indicator appears, alerting you that the Action interval is not in sync.

A General Recommendation is created and linked to the asset.
The General Recommendation contains a reference document with the details for each selected action.
If in the Apply Updates window, you selected Yes, then a work request is created in the EAM system that contains a link to view the General Recommendation in APM.

In the Implement Actions workspace, you can link EAM Maintenance Plans when you implement the actions.

To link an EAM Maintenance Plan, it cannot already be linked to another action.

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

The EAM Maintenance Plan is linked to the action.
In the Implement Actions workspace, in the Implementation column of the action you implemented, a link to the EAM Maintenance Plan appears.

In the Implement Actions workspace, you can send a work request to create an implementation in the EAM system for the selected Actions.

Access Implement Actions.
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.
In the workspace, select the Implement drop-down menu, and then select EAM Work Request.
The Implement as EAM Work Request window appears.
Select Send.
A message appears, confirming that the work request has been sent successfully.

A work request is sent to the EAM system for the associated asset.
The work request contains details about each action selected, such as the action name, description, the strategy ID, site ID, as well as others.
Select additional data from the Action Family, and then configure the selected data in work request using the following catalog query:
\\Public\Meridium\Modules\Asset Strategy\Queries\EAM Action Mapping
The work request is created to alert the user that items need to be created to build out a specific EAM structure and ultimately to implement the strategy.