Browse Topics by Section:

Executive Leadership

Executive Leadership Overview

E0-00-00

Table of Contents

E0-01-01

Strategic Asset Management Plan

E1-00-00

Asset Management Policy

E1-01-01

Asset Management Objectives

E1-01-02

Asset Management Strategy

E1-01-03

Organization & Management

E2-00-00

Asset Management Organizational Chart

E2-01-01

Work Management

Work Management Overview

W0-00-00

Table of Contents

W0-01-01

Organization & Management

W1-00-00

Maintenance Organization

W1-01-00

Maintenance Manager Role

W1-01-01

Maintenance Supervisor Role

W1-01-02

Maintenance Planner Role

W1-01-03

Maintenance Scheduler Role

W1-01-04

Maintenance Technician Role

W1-01-05

Requestor Role

W1-01-06

Operations Maintenance Coordinator Role

W1-01-07

Shutdown Event Coordinator Role

W1-01-08

Equipment Focus Team

W1-01-09

Work Management Responsibilities Matrix

W1-01-10

Reliability Organization

W1-02-00

Reliability Manager Role

W1-02-01

Reliability Engineer Role

W1-02-02

Reliability Focus Team

W1-02-03

PM Optimization Focus Team

W1-02-04

Practices

W2-00-00

Flowchart: Work Life Cycle (Overview)

W2-00-F1

Flowchart: Work Management (Overview)

W2-00-F2

Asset Tracking

W2-01-00

Asset Data

W2-01-01

Flowchart: Asset Commission Notification

W2-01-F1

Flowchart: Asset Decommission Notification

W2-01-F2

Flowchart: Asset Data

W2-01-F3

Work Identification and Control

W2-02-00

Routine Work Orders

W2-02-01

Urgent Work Orders

W2-02-02

Emergency Work Orders

W2-02-03

Standing Work Orders

W2-02-04

Flowchart: Work Identification & Control – Routine Work

W2-02-F1

Flowchart: Work Identification & Control – Urgent Work

W2-02-F2

Flowchart: Work Identification & Control – Emergency Work

W2-02-F3

Work Planning

W2-03-00

Scoping and Estimating Work

W2-03-01

Work Plan

W2-03-02

Creating Standard Work Orders

W2-03-03

Implementing the Work Plan

W2-03-04

Flowchart: Work Planning Process (Overview)

W2-03-F1

Flowchart: Scoping and Estimating Process

W2-03-F2

Flowchart: Creating Work Plans

W2-03-F3

Project Management Coordination

W2-04-00

Project Initiation

W2-04-01

Project Cost Tracking

W2-04-02

Project Closure

W2-04-03

MRO Supply Chain Coordination

W2-05-00

Work Scheduling

W2-06-00

Resource Availability Schedule

W2-06-01

Preliminary Weekly Work Schedule

W2-06-02

12-Month Schedule

W2-06-03

8-Week Schedule

W2-06-04

Weekly Work Schedule

W2-06-05

Daily Work Schedule

W2-06-06

Work Scheduling Flows and Calendars

W2-06-07

Flowchart: Work Scheduling Process (Overview)

W2-06-F1

Work Completion

W2-07-00

Emergency Work

W2-07-01

Urgent Work

W2-07-02

Routine Work

W2-07-03

Work Order Feedback

W2-07-04

Flowchart: Work Completion – Emergency Work

W2-07-F1

Flowchart: Work Completion – Non-Emergency Work

W2-07-F2

Shutdown Coordination

W2-08-00

General Shutdown Process

W2-08-01

Minor Shutdown Coordination

W2-08-02

Major Shutdown Coordination

W2-08-03

Asset Reliability Program

W2-09-00

Creating PM / PdM Work Plans

W2-09-01

Reliability Improvement Process

W2-09-02

Work and Asset Coding

W2-09-03

Failure Mode and Effects Analysis

W2-09-04

Root Cause Analysis

W2-09-05

Cause and Effects Analysis

W2-09-06

Flowchart: Creating PM / PdM Work Plans

W2-09-F1

Flowchart: Creating Reliability Improvement Process Report

W2-09-F2

Content

W3-00-00

Data Requirements

Equipment Data

W3-01-01

Code Libraries

Work Order Codes

W3-02-01

Information Systems

W4-00-00

Operational Reporting

W4-01-01

Cost & Budget Reporting

W4-01-02

Analysis Reporting

W4-01-03

Data Filters

W4-01-04

Performance Management

W5-00-00

Key Performance Indicators

PM / PdM Work Schedule Compliance

W5-01-01

PM / PdM Work Percentage

W5-01-02

Urgent Work Percentage

W5-01-03

Emergency Work Percentage

W5-01-04

EAM Work Capture Percentage

W5-01-05

Scheduled Work Percentage

W5-01-06

Critical Equipment with PM / PdM Assigned

W5-01-07

Critical Equipment Emergency Work

W5-01-08

Unscheduled Work Percentage

W5-01-09

Maintenance Safety Incidents

W5-01-10

Maintenance Training Time

W5-01-11

Mean Time Between Failures

W5-01-12

Failure Code Occurrences for Quarter

W5-01-13

Delay Code Occurrences for Month

W5-01-14

Maintenance Overtime Percentage

W5-01-15

Planning Effectiveness

W5-01-16

Maintenance Utilization Percentage

W5-01-17

Contractor Cost Percentage

W5-01-18

Internal Labor Cost Percentage

W5-01-19

Ready Backlog Size in Crew-Weeks

W5-01-20

Weekly Work Schedule Compliance

W5-01-21

Maintenance Percentage of Facility ERV

W5-01-22

Maintenance Cost per Unit of Production

W5-01-23

Catalog Materials on a BOM

W5-01-24

Work Mix by Priority

W5-01-25

Distribution of PM / PdM Work Types

W5-01-26

Maintenance Cost per Square Foot

W5-01-27

Unscheduled Maintenance Downtime

W5-01-28

On-Line Work Request Adoption Rate

W5-01-29

Maintenance Spending to Budget

W5-01-30

Average Age of Completed Work

W5-01-31

Audit Scoresheet

Audit Scoresheet

W5-02-01

Supplemental Documents

W6-00-00

Blank Forms and Spreadsheets

Daily Approval Meeting Agenda

W6-01-01

Weekly Scheduling Meeting Agenda

W6-01-02

Daily Scheduling Meeting Agenda

W6-01-03

Labor Estimating Worksheet

W6-01-04

Work Planning Checklist

W6-01-05

Reliability Improvement Process Report

W6-01-06

Failure Mode and Effects Analysis Worksheet

W6-01-07

Root Cause Analysis Worksheet

W6-01-08

Asset Commission Notification Form

W6-01-09

Asset Decommission Notification Form

W6-01-10

Work Order Feedback Form

W6-01-11

Sample Materials

Sample PM / PdM Work Plan

W6-02-01

Sample Weekly Work Schedule

W6-02-02

Sample Daily Work Schedule

W6-02-03

Sample Maintenance Schedule (Daily and Weekly)

W6-02-04

Sample Resource Availability Schedule (One Month)

W6-02-05

MRO Materials Management

Materials Management Overview

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Table of Contents

M0-01-01

Organization & Management

M1-00-00

Policies & Guidelines

MRO Materials Management Policy

M1-01-01

Roles & Responsibilities

Materials Management Organization

M1-02-01

Storeroom Supervisor Role

M1-02-02

Storeroom Attendant Role

M1-02-03

MRO Materials Focus Team

M1-02-04

Materials Management Responsibilities Matrix

M1-02-05

Practices

M2-00-00

Storage Facilities and Equipment

M2-01-00

Number and Location of Storerooms

M2-01-01

Storeroom Security

M2-01-02

Storeroom Space and Layout

M2-01-03

Location Identification Scheme

M2-01-04

Materials Organization

M2-01-05

Storage Equipment

M2-01-06

Material Handling Equipment

M2-01-07

Barcode Scanners

M2-01-08

Item Labels

M2-01-09

Storeroom Environment

M2-01-10

Storeroom Operations

M2-02-00

Receiving

M2-02-01

Receiving Stock Items

M2-02-02

Receiving Direct Expense Items

M2-02-03

Stocking

M2-02-04

Inventory Control

M2-02-05

Inventory Cycle Count

M2-02-06

Inventory Adjustments

M2-02-07

Issuing

M2-02-08

Picking

M2-02-09

Kitting

M2-02-10

Staging

M2-02-11

Delivery

M2-02-12

Return to Storeroom

M2-02-13

Return to Supplier

M2-02-14

Flowchart: Receiving Process (Overview)

M2-02-F1

Flowchart: Receiving Stock Items

M2-02-F2

Flowchart: Receiving Direct Expense Items

M2-02-F3

Flowchart: Inventory Cycle Count Process

M2-02-F4

Flowchart: Issuing Process

M2-02-F5

Flowchart: Return to Storeroom Process

M2-02-F6

Flowchart: Return of Damaged Items

M2-02-F7

Flowchart: Return to Supplier Process

M2-02-F8

Flowchart: Repairable Materials Process

M2-02-F9

Inventory Management

M2-03-00

Inventory Strategies

M2-03-01

Repairable Materials

M2-03-02

Warranty Administration Program

M2-03-03

Critical Spares

M2-03-04

Free-Issue Materials

M2-03-05

Project Materials

M2-03-06

Inventory Analysis

M2-03-07

ABC Classification

M2-03-08

Obsolete Inventory Identification

M2-03-09

Excess Inventory Identification

M2-03-10

XYZ Classification

M2-03-11

Inventory Test Counts

M2-03-12

Inventory Optimization

M2-03-13

Inventory Disposal and Investment Recovery

M2-03-14

Flowchart: Obsolete Inventory Identification Process

M2-03-F1

Flowchart: Excess Inventory Identification Process

M2-03-F2

User Coordination

M2-04-00

Equipment Change Notification

M2-04-01

Bills of Materials

M2-04-02

Catalog Setup Request

M2-04-03

Inventory Setup Request

M2-04-04

Critical Spares Identification

M2-04-05

Delivery and Pickup Zones

M2-04-06

Material Requirements

M2-04-07

Estimating Material Requirements

M2-04-08

Reserving Catalog Materials

M2-04-09

Direct Purchases

M2-04-10

Pick Tickets

M2-04-11

Return to Storeroom

M2-04-12

Shutdown Schedules

M2-04-13

Procurement Coordination

M2-05-00

Materials Purchase Requisition Process

M2-05-F1

Services Purchase Requisition Process

M2-05-F2

Content

M3-00-00

Data Requirements

Supplier Data

M3-01-01

Equipment Data

M3-01-02

Work Order Data

M3-01-03

Purchase Data

M3-01-04

Usage Data

M3-01-05

Inventory Adjustment Data

M3-01-06

Item Data

M3-01-07

MRO Naming Conventions

M3-01-08

Information Systems

M4-00-00

Operational Reporting

M4-01-01

Cost & Budget Reporting

M4-01-02

Data Filters

M4-01-03

Performance Management

M5-00-00

Key Performance Indicators

Cycle Count Completion Percentage

M5-01-01

Operational Inventory Accuracy

M5-01-02

Storeroom Service Level

M5-01-03

Internal Lead Time

M5-01-04

Item Analysis

M5-01-05

Inventory Turns

M5-01-06

Scheduled Issue Transactions Percentage

M5-01-07

Storeroom Materials on a BOM

M5-01-08

Cycle Count Inventory Accuracy Percentage

M5-01-09

Audit Scoresheet

Audit Scoresheet

M5-02-01

Supplemental Documents

M6-00-00

Blank Forms and Spreadsheets

Catalog Setup Request Template

M6-01-01

Sample Materials

Sample Audit Scoresheet

M6-02-01

Procurement

Procurement Overview

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Table of Contents

P0-01-01

Organization & Management

P1-00-00

Policies & Guidelines

Procurement Policy

P1-01-01

Procurement Objectives

P1-01-02

Procurement Authority & Delegation

P1-01-03

Procurement Business Conduct

P1-01-04

Roles & Responsibilities

Procurement Organization

P1-02-01

Procurement Manager Role

P1-02-02

Buyer Role

P1-02-03

MRO Procurement Team

P1-02-04

Procurement Responsibilities Matrix

P1-02-05

Practices

P2-00-00

Catalog Setup

P2-01-01

Flowchart: Catalog Item Setup Process

P2-01-F1

Purchase Requisitions

P2-02-01

Flowchart: Purchase Requisition Process (Overview)

P2-02-F1

Flowchart: OPEX Purchase Requisition Process

P2-02-F2

Flowchart: CAPEX Purchase Requisition Process

P2-02-F3

Flowchart: Stock Replenishment Process

P2-02-F4

Quotations

P2-03-01

Contracting Overview

P2-04-00

Requirements Definition

P2-04-01

Sole Source

P2-04-02

Supplier Search

P2-04-03

Supplier Qualification

P2-04-04

Supplier Setup

P2-04-05

Request for Proposal

P2-04-06

Bid Evaluation

P2-04-07

Bid Analysis Program

P2-04-08

Supplier Notification

P2-04-09

Contract Development

P2-04-10

Contract Administration

P2-04-11

Flowchart: Contracting Overview

P2-04-F1

Flowchart: Supplier Setup Process

P2-04-F2

Flowchart: Request for Proposal Process

P2-04-F3

Purchase Orders Overview

P2-05-00

Purchase Order Terms & Conditions

P2-05-01

Standard Purchase Orders

P2-05-02

Emergency Purchase Orders

P2-05-03

Blanket Purchase Orders

P2-05-04

Service Purchase Orders

P2-05-05

Automatic Reorder

P2-05-06

Flowchart: Purchase Order Process

P2-05-F1

Flowchart: Emergency Purchase Order Process

P2-05-F2

Shipping & Receiving Overview

P2-06-00

Expediting

P2-06-01

Materials Receiving

P2-06-02

Services Receiving

P2-06-03

Return to Supplier

P2-06-04

Flowchart: Materials Receiving Process

P2-06-F1

Flowchart: Materials Receiving Discrepancy Process

P2-06-F2

Flowchart: Services Receiving Process

P2-06-F3

Flowchart: Return to Supplier Process

P2-06-F4

Accounting & Invoicing

P2-07-00

Accounting Coordination

P2-07-01

Invoicing

P2-07-02

Flowchart: Materials Accounting Coordination Process

P2-07-F1

Flowchart: Services Accounting Coordination Process

P2-07-F2

Warranty Administration

P2-08-01

Supplier Evaluation

P2-09-01

Content

P3-00-00

Data Requirements

Item Data

P3-01-01

Supplier Data

P3-01-02

Purchase Order Data

P3-01-03

MRO Naming Conventions

P3-01-04

Code Libraries

Purchase Order Codes

P3-02-01

Information Systems

P4-00-00

Operational Reporting

P4-01-01

Cost & Budget Reporting

P4-01-02

Data Filters

P4-01-03

Performance Management

P5-00-00

Key Performance Indicators

Average Total Replenishment Time

P5-01-01

Average Internal Lead Time

P5-01-02

Average Supplier Lead Time

P5-01-03

Contract Supplier Spend Percentage

P5-01-04

System Purchase Percentage

P5-01-05

Freight Cost Percentage

P5-01-06

Emergency Purchase Percentage

P5-01-07

Average PO Lines Processed

P5-01-08

Purchase Order Acknowledgement

P5-01-09

Single Line Item Purchase Percentage

P5-01-10

Expedited Purchase Percentage

P5-01-11

Past Due PO Line Percentage

P5-01-12

Supplier Return Percentage

P5-01-13

Supplier On-Time Delivery Percentage

P5-01-14

Supplier Invoice Discrepancy Percentage

P5-01-15

Audit Scoresheet

Audit Scoresheet

P5-02-01

Supplemental Documents

P6-00-00

Blank Forms and Spreadsheets

Catalog Setup Request Form

P6-01-01

Supplier Scorecard

P6-01-02

Purchase Order Terms & Conditions

P6-01-03

Sole Source Agreement

P6-01-04

Pre-Qualification Form

P6-01-05

Bid Result Confirmation

P6-01-06

Bid Analysis Program (BAP) Matrix

P6-01-07

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