Event Management Workflow

The purpose of the Event Management Workflow is to extract and load notification and order information from your EAM System to APM as work history records. As these records are loaded, they may be related to an equipment and/or functional location record, if they are identified on the records.

In the following workflow diagram, the blue text in a shape indicates that the corresponding description has been provided in the sections that follow the diagram. For more information, refer to the Interpreting the Workflow Diagrams topic in the APM Product Workflows documentation.

Note: For information on the personas associated with a APM module, refer to the APM Product Workflows documentation.

Persona: System Administrator

The APM System Administrator will configure the APM Connect Job Conductor to define what jobs will be run, assign the context parameters and schedule the triggers to kick off the job on a scheduled basis. Alternatively, the job can be kicked of manually from the Job Conductor. Then they will update the context file which is located in the APM Connect server file to apply assigned filters for the extractions.

Persona: System Administrator

The EAM Analyst (Planner/Scheduler) is responsible for creating EAM specific requests for work to be completed. These documents have various names based on the EAM system. In SAP they are called Notifications or Work Orders, and in Maximo Work Orders and Service Requests. They will follow their own processes/procedures for creating the documents, and approval workflows as configured in their own system.

Persona: APM

The Job will send the information from the work order and/or notification to APM as a Work history record.

APM Connect will use the common filters in the context file to determine the scope of the extraction required by that Job. Common filters include: Maintenance Plant, Notification & Work Order types, Equipment & Functional Location Taxonomy, Create and Change dates, Functional Location, Equipment numbers.

The job to extract new or updated items from the EAM source can be executed automatically based on the schedule parameters. This method ensures synchronization between your SAP database and your APM database.

Persona: Solution Administrator

This step is not necessary to complete the data transfer. However, it is a check to ensure that the transfer was executed successfully. The execution log is used to view information about the Job execution such as its status, ID, trigger type, and other details. The log also contains information about the errors and warnings that occurred during the execution process. If there are errors, then the Solution Administrator can modify the parameters, and re-run the job manually.