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AV-16 Functional Overview of Avantis.PRO R5.0

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Presented by: Maggie Mesonero Invensys

/InvensysVideos /InvensysOpsMgmt /company/Invensys Operations Management

17 October, 2013

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Smart Client Applications – Benefits • Rich user interface with same functionality as classic windows application • Easy to deploy and manage – Offer a lower cost of ownership for the customer – Avantis.PRO client does not have to be installed on the client desktop

• Ease of use – Larger screen real estate – Easier data entry using editable data grids

• Modernized infrastructure and architecture to enable: – Higher quality software – Continued alignment with Microsoft technologies

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Smart Client Applications – Features • Enables customization of user interface views and pages: – Different object forms for same object, e.g. different forms for project entity, device entity – Move Add-on fields to different pages/views – Change message severity for fields on pages – Change labels that introduce fields, change position of fields – Remove toolbar buttons

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Smart Client Applications • Avantis.PRO Workspace (replace classic Desktop) • Cabinet Viewer (replaces classic Cabinet Viewer) • Interface to Maintenance Functions – Entity – Work Request – Emergency Work Order – Work Order (Multi-task) – Statistic Reading Transaction – Equipment Activity Worksheet – Time Card Worksheet – Catalog Request Worksheet

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Release 5.0.x Functional Features • Foundation Enhancements – Setting Up Security Profiles – Decreasing MEVALUELK Records – G/L Accounts Setup

• Maintenance Enhancements – EAM Processor and Maintenance Map – Copying Procedures and Safety Text – Copy Work Task to Work Order – Creating Follow-up Work Request – Printing Entity Hierarchy – Determining the PM Triggering Cycle Restart Date – Prompts for Statistic Triggering Settings

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Release 5.0.x Functional Features • Interface to Inventory Functions −Issue Worksheet −Miscellaneous Transaction Worksheet

−Receipt Worksheet −Adjustment form −Count Adjustment Form −Reclassification Form

• Inventory Enhancements − Inventory Item, Catalog Item and Parts List Synchronization

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Release 5.0.x Functional Features • Contractor Services • Release 5.0.5 *Soon to be available − Lockout/Tag Out −Isolation Process Business Object

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Avantis Workspace • Incorporates traditional desktop with additional access options • Quicker access to functions, desktops and shortcuts • Displays current site and user • Customizable by user – Hide/show panes – Zoom – Sort shortcuts by name or type – Manually arrange large icons

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Avantis Workspace

Favorites Pane

Current Desktop Pane Current Desktop Desktops Pane User and Session Site

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Smart Client Cabinet Viewer

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Smart Client Cabinet Viewer General Information

List of tasks

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Customization of User Interface Standard Entity form

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Customization of User Interface Simplified Project Entity form • Contains only what is needed to track project information • Pages removed from General Information view • Views removed • Toolbar buttons removed

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Customization of User Interface • Order of columns in a worksheet can be changed for all users • Activity Result, Completed By, Completed On columns moved over to the left as they are used most often

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Data Security Additional data restrictions available: • Deletion of objects created by other users • Attachments

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Management of MEVLUELK table • MEVALUELK table is the largest table in the Avantis.PRO database – Its size grows quickly as transactions are processed by MTP

• The enhancement offers the ability to limit the number of records being created by unchecking the Keep indirect costs by transactions flag on the Entity type value list.

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General Ledger Account Setup • New user interface to Chart of Accounts object allows G/L accounts to be: −Added −Deleted −Suspended −Released −Imported/exported to Excel

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Procedures and Safety Text • Option to copy procedures and safety text to work task when entity is defined as “Entity to Work On” − Controlled by business policy

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If entity is an assembly: − All Procedures and Safety text for child entities will be copied to work task

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If entity is moved from Work Order −Related Procedures and Safety text will be removed from WO

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Copy Work Task to another Work Order • Ability to copy a work task from one work order to another • Optional copy of −Requirements −OLE −Attachments

• Avantis assigns new task number

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Follow-up Work Request • Ability to generate a follow-up work request from: − Work order − Work task − Time card − Existing Equipment − Activity Record

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Entity Hierarchy Available as printed report Prints hierarchy from the source entity down

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Display of Planned Duration on Activity • Planned duration displayed on all activities • Total planned time calculated and displayed

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Work Request Estimated Duration • User has option to enter estimated duration on a work request • Value copied to the work order

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Resetting of PM Triggers • Option whether to restart triggering cycle for PM when reopened PM Work Order is closed. • Available at: – Work Order close – Work task close

• Business policy defines default • If Work Task is closed automatically, default value used

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Statistic Trigger Defaults • Site-specific defaults on the statistic trigger tab can be defined in Business Policies: • Default for Statistic Triggering Rule – Actual readings – Normal average values – Normal averages and actual readings – An average of readings over x time

• Default for Predicting Future Dates for Statistic Triggers – Normal averages and actual readings – An average of readings over x time

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Maintenance Map • Provides overview of health of entity hierarchy • Allows maintenance user or manager to identify problem areas at a glance • Data updated according to defined schedule

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Maintenance Map • Allows visualization of maintenance status of entity hierarchy • Uses treemap control • Nested rectangles • Summary data • Drill-down capabilities

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Maintenance Map – EAM Processor • Data is extracted via EAM Processor (Enterprise Asset Management Processor) service – Extraction parameters are configured in the Avantis Administration Tool

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Maintenance Map – EAM Processor Parameters • Extraction interval • Weight factors for on time and past due scheduled work tasks

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Maintenance Map • EAM extracts all open work orders • Determines number of open work orders that are on time vs number past due • Uses Ranking Index of Maintenance Expenditures (RIME) to calculate relative health – Work orders must have valid RIME value for calculations to be accurate • Entity Criticality • Priority • Work type

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Maintenance Map • Health index calculation uses: – Average RIME factor for open work tasks – Applies Weight Factor defined in EAM to the number of open work tasks

• Rolls Health index up the entity physical hierarchy • Green indicates a high (good) health index, red indicates a low health index (default colors) • Colors, tooltip text can be changed in the Avantis.EAMProcessor.exe.config file

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RIME Calculation • Based on multiplication using values from: – Criticality • Related to equipment capacity, reliability, impact on process

– Priority • Defined by planner

– Work Type • Considers safety hazards, environmental impact, reason for work

• If no values are defined, RIME factor = NULL • If one or two values not defined, they are assigned a value of 1 for calculation purposes

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Maintenance Map Using Maintenance Map • Drill capability (up or down) – By single level – To top or bottom of hierarchy

• Zoom functionality (in or out) – Zoom directly to specific entity

• Ruler Control – Allows filtering of data – Left side is low health, health rises to right – User can click and drag “brackets” to limit entities to be displayed, e.g. • Only display entities whose health is below a defined value

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Maintenance Map Map displays health of entity and its children

Tooltip

Ruler Control

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Maintenance Map – Ruler Control

• Color on ruler represents entity health (green – good health, red – bad health) •Data area shows the current values (health is measured between 1 and 100) • Histogram shows number of entities at that health level • Color partitions are used to filter entities in the display • Color markers toggle color intensity (red – poor health, green – good health, white – median health)

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Isolation Process Business Object Lockout/Tag Out • New Site-scoped, isolation process business object −Smart client application

• The feature works seamlessly with Avantis.PRO equipment management, work management, PM management and Avantis Approvals. – Lockout/Tag Out functionality is implemented as a separate licensed feature in Avantis.Pro.

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Avantis.DSS 5.0 Offering Deliver an out-of-the-box, easy-to-use solution that translates transactional data into meaningful information

• A pre-packaged solution requiring minimal configuration • Offer Key Performance Indicators based on industry best practices that can provide value immediately • Empower customers with information that is readily available, current, and accompanied by a tool-set to further explore and manipulate that information • Deliver an architecture that optimizes performance • Enable role based dashboards to be tailored/extended on a customer basis

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Flexible Access to Information • Dashboards can be accessed everywhere; • • • •

any PC Browser mobile Safari Browser iPad App Android App

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Contractor Services Management • Allows a Contracting Vendor to: – Maintain a list of equipment and employees who will submit expenses – Securely submit prices and pricing rules for their services

• Avantis user cannot modify the contracting vendor’s proposed Prices • Prices can be sent for approval • Vendor sees expense sheets for purchase orders issued to them only • Vendor sees pricing information relating to their services and prices only

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Contractor Services Management • Allows Avantis user to: – Create and manage a “Services” contract – Track contractor expenditures by Entity, WO, Work Task Order/Task, PO Line

• Reconcile contracting vendor invoices to Avantis invoices • Report on expenses for tracking, estimating and negotiating purposes

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Overview of Business Flow

Avantis customer creates services contract and authorizes contractor to use Avantis Contractor Services

Contract vendor defines employees and equipment

Avantis customer creates vendor bid sheet and sends to contract vendor

Contract vendor provides items and prices and submits bid sheet

Avantis Approvals processes bid sheet

Return or Reject

Avantis customer matches invoice memos to PO lines to pay for services invoiced by contractor. ERS can also be used.

Avantis MTP generates service expenses, expensednot-invoiced transactions and invoice memos

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Approve or Approve with Info

Avantis approvals processes expense sheet

Return or Reject

Contract vendor creates expense sheet for PO, enters expenses and submits expense sheet

Approve or Approve with Info

Avantis customer accepts vendor bid sheet, updates contract with vendor resource prices for services, creates PO and sends to vendor.

Synchronization of Inventory Item and PC Item

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Issue Transaction Worksheet • New User Interface • Charging information can be changed from Work Order defaults • Controlled by business policy

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Miscellaneous Transactions • Displayed in Miscellaneous Transaction cabinet • Available on Accounting and Maintenance Mgr. desktops

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Miscellaneous Transactions • A miscellaneous transaction is one that does not typically originate in either Avantis Maintenance or Procurement. • Can be used to charge costs associated with materials or services not purchased through Procurement or issued from inventory, e.g. •

Purchases from petty cash

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Credit card purchases

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Internal charges

• Charged to entities, work orders, and/or work order tasks. • Securable access by user

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Miscellaneous Transaction Worksheet New User Interface

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Thank you!

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