Get Familiar with Dynaway EAM for Microsoft Dynamics 365

What is Dynaway EAM? 

Enterprise Asset Management (EAM) is an advanced module for managing assets and maintenance jobs in Microsoft Dynamics® 365 for Finance Operations. Enterprise Asset Management integrates seamlessly with several modules in Microsoft Dynamics® 365 for Finance and Operations.

Dynaway EAM helps you efficiently plan and execute tasks related to the maintenance and servicing your company’s assets. The set of features included within Dynaway EAM enables your machinery and equipment to work continuously without unnecessary interruptions or breakdowns.

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EAM Dashboard

When you log in, you will be able to see a list of different workspaces.

On the left side menu, you can see the preview of the different modules available based on your predefined role on the ERP.

The EAM module is structured the same way as the other modules which exist on Microsoft Dynamics 365 Finance and Operations.

Types of Maintenance in Dynaway EAM 

There are different maintenance processes which Dynaway EAM can facilitate:

• Corrective Maintenance

Corrective maintenance is carried out after failure detection and is aimed at restoring an asset to a condition in which it can perform its intended function.

Work order can be directly created from service requests, created via the Service Portal on our Mobile Client.

• Reactive Maintenance

Via Dynaway EAM you can set up values of different asset properties which can be tracked and based on their values, reactive work-orders can be automatically created. 

• Preventive Maintenance

Preventive maintenance is proactive maintenance that is performed regularly at predetermined intervals in order to prevent asset failure. This can be achieved by creating maintenance sequences on Dynaway EAM.

With Dynaway EAM is possible to predict future maintenance tasks, based on data provided from the assets. Instead of doing preventive maintenance based on time, it can be predicted based on usage.

Based on asset properties and maintenance planning, work order can be created automatically or get an overview of larger period and plan before creating the work orders.

Objects / Equipment in Dynaway EAM 

In Dynaway EAM, an object is a machine or a piece of equipment that requires continuous maintenance and service. Objects can be created in a hierarchical structure. Maintenance jobs can be planned at all levels in the object structure.

So that a work order to be created, there should be stated an object which requires certain maintenance. Therefore, the central parts of Dynaway Asset Management are objects and work orders.

Useful Links: Spare Part Consumption

Work Orders in Dynaway EAM

The core functionality of Dynaway EAM is the work order creation and execution. The work orders are staged-based processes which can be adjusted based on company’s operations.

How can work order be created?

Based on the type of maintenance, there are different way to create a work order:

• Automatically: Using the Schedule preventive maintenance form, for maintenance sequences and rounds set to “Auto Create”
• Create from object calendar, based on maintenance sequences, request or rounds.
• Manually
• Create Related work order
• Create from All Requests list page. 

The Mobile EAM

Dynaway Mobile EAM is a comprehensive offline capable client that supports a very wide variety of processes related to work order execution.The Mobile Client is a webapp. The Mobile Client can be accessed via any browser, which gives you flexibility with the devices you would want to use the Mobile Client on.

The Mobile Client User Interface 

The Mobile Client has the following functionalities and information available:

Connected to Objects 

• A list of objects related to the work orders assigned to the worker who is logged in on the Mobile Client;
• Search options, using either a search field or the smart filter bar;
• Overview of object-related information

Connected to Work Orders

• Checklists
• Fault registrations
• Production stop registrations
• Attachments
• Item forecasts
• Consumption (hours, items, expenses)
• Related purchase orders
• Work order stage
• Sign-off report

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Offline Inventory

Mobile EAM: Work-order Execution

On the Mobile Client, a worker can see which tasks have been scheduled for the day or check the task overview for the week or the month.

By clicking on the work order, the worker can see the description of the task which can be added manually or a checklist attached to the task which needs to be executed.

The worker can get a full overview about the object maintenance history before executing a task and check requests, created for this object, which the worker can resolve.

Attachments can be added by the worker for documenting a work. For example, a picture can be added to show the result or the progress of a task. Guidelines can also be added to a task, if needed.

After the execution the worker can register the hours spent on the task and the used spare part consumption.

Executing a Work Order Video Demo 

Offline Inventory

Download Inventory for Offline Use

When the Mobile Client is online, you can request item information, allowing you to see inventory status and create item registrations when the Mobile Client is offline. You can use offline item information to create item forecasts and item registrations. This is useful if you work on maintenance jobs in remote areas with limited or no internet coverage. The offline inventory can be used in a remote warehouse or as a stock list in your service van.

1. When the Mobile Client is online, select Offline inventory in the main menu.
2. On the Offline inventory screen, select a Site as a minimum. If required, select Warehouse and Location.
3. Select the Get inventory button to download the inventory from the selected inventory location.
4. Now, you can create item consumption registrations from the offline inventory. When the Mobile Client is online again, item consumption registrations are automatically transferred to Dynamics 365 for Finance and Operations.

Read more about Offline Inventory

The Service Portal

The Service portal module on the Mobile Client allows you to quickly and easily create requests on objects, for example, when a worker detects an error, a faulty setup, or a need for inspection on a machine /work center.

This module is intended for shop floor workers who operate machines or other types of equipment, which regularly require maintenance or service.

The Service portal ensures that a worker can quickly report faults and errors in your production facility. A maintenance manager or maintenance clerk decides what needs to be done to follow up on the request.

Create Service Request from Mobile Client Demo Video

Create Work Order from Service Request

From the Request Management workspace, you can get an overview of all request which are not linked to a work order.

By clicking on the request, you can get details about:

• Worker's Name
• Location
• Request Type
• Date and time of request creation
• Priority of the request
• Stage and other;

The Planning Board

In the mobile solution for Dynaway Enterprise Asset Management, the Planning board module is used for planning unscheduled work order lines on individual workers.

Planners, supervisors, and managers can schedule and reschedule work order lines on the Mobile Client. Scheduling is updated in real time. You drag-and-drop a work order line from the unscheduled area to the calendar area to schedule it.

With the Planning Board you can:

• Filter the information based on types of workers, work orders. More filters can be applied, for example based on location and work group if you want, for example to see worker on different locations.
• Drag-and-drop unscheduled work order lines to schedule
• Split work order lines
• Auto-split work order lines
• Plan on exact time
• Create planning notes for workers

The Kanban Board

The Kanban board is used for handling and completing work orders within teams on the Mobile Client.

For example, your company may set up teams of workers with different skills to work on specific work orders, or you may have groups of professionals such as electricians, mechanics, or plumbers, which work on the same types of jobs / work orders, or groups may be divided geographically on a site if you have multiple production facilities on one company address.

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