Work management - HxGN EAM - 11.7.1 - Administration & Configuration - Hexagon

EAM System Overview

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Administration & Configuration
HxGN EAM Version

The work management module helps you manage, plan, and monitor work and the resources necessary to complete work. With this module you can define work information such as supervisors, permits, qualifications, trades, employees, shifts, tasks, labor, safety, checklists, tools, material lists, and VMRS codes.

You can create standard work orders, and then apply the information from standard work orders to regular work orders. You can create regular work orders to repair equipment, modify equipment to meet safety and environmental standards, perform work orders, and record information concerning equipment problems. You can also add activities to work orders, schedule labor, associate qualifications with work order activities, book labor and vendor hours, associate parts, enter meter readings, create child work orders, add permits, and request tools as necessary. You can easily view the status of work orders and view work order information such as cost and service request details and close the work order after the work is complete.

The work management module also enables you to create preventive maintenance (PM) work orders to generate periodic work orders at specified frequencies or meter readings. Preventive maintenance work orders apply to single pieces of equipment or to systems that include several pieces of equipment. It also allows you to establish, schedule and record asset inspection conditions, essential for Condition-based monitoring of assets.

You can manage your work order schedules with this module. You can view current work order schedules, determine labor and parts availability, and view labor utilization. You may schedule unscheduled or backlogged work orders or reschedule work orders as necessary. Additionally, you can view work order comments, change work order status, and freeze or unfreeze activity schedules. You can also balance the workload with the work management module. The work management module interacts seamlessly with other modules to facilitate comprehensive work management.

Module features

Module feature

Description of feature

Work Order Generation and Scheduling

In the work management module, work requests are manually generated by request or automatically generated by the system (planned work orders). After appropriate screening and authorization, requests become approved work orders and are dispatched for action. A standard work order library simplifies initiation of frequently performed work.

With the work management module, you can perform the following tasks:

  • Schedule non-routine maintenance for asset breakdowns, capital work, and asset relocation. HxGN EAM allows you to enter work order detail information even after the work is completed.

  • Work Order Daily Scheduling

  • Generate standing work orders for routine or lubrication work including routing for efficient execution

  • Set up routine, preventive maintenance based on fixed calendar dates, meter readings, fixed or changing frequencies depending on thresholds, and dormant periods

  • Track claims and warranties at activity and work order level Easily initiate frequently performed work orders

  • Quick entry Work Orders

  • Tool planning

Work Organization

The work management module provides maximum flexibility by allowing you to plan and organize work orders according to your needs. You can divide work orders into a series of steps, breakdown complex work orders into child work orders, and design work orders according to specific information. If you have recurring work orders with child work orders, you can create standard work order templates, attach standard work orders as child work orders, and specify the sequence of the child work orders. Any time you generate a work order from the template, HxGN EAM generates all associated child work orders.

  • Work orders may include the following attachments:

  • Resource requirements (labor, materials, tools)

  • Contractor labor and equipment, such as safety requirements and personal protective equipment

  • Required permits, Material Safety Data Sheets, and instruction lists

  • Required technical documents

  • Drawings, CAD diagrams, P&ID diagrams, etc.

  • Deferred maintenance

Work Scheduling

Schedule work orders by initiating jobs relating to specific criteria, such as labor requirements and availability, parts requirements and availability, workshop requirements, dormant periods, employee qualifications, and priorities and opportunities.

Work Completion

Enter detailed information after completing a work order. Enter labor hours and costs, material costs, work completed (problem codes), actions taken to complete the work order (action code), free-form comments, and meter readings.

Human Resources Management

Manage human resources by tracking labor resources by trade, accounting for holidays, and analyzing nonproductive hours or downtime.

Purchase Order Tracking

HxGN EAM makes it easy for users who create work orders and direct purchase requisitions for job activities to find the status of required purchasing parts. HxGN has added a purchase orders tab to the work order (PO) screen. This tab displays the PO and lines for all requisitioned items directly associated with the work order. This feature provides quick access to valuable information that can be used for planning job execution with more accuracy based on pending availability of critical materials.

Preventive Maintenance

With Preventive Maintenance (PM) Work you can group PM Work Orders of the same Period (frequency) together, so that they can be released together as a set of PM Work Orders under a single parent work order (the Work Package Parent). With PM Plans you can group together and manage PM Schedules that share a common equipment list. Using PM Plans, you can add/remove equipment to/from many PM Schedules at once. PM Revision Control allows for Management of Change (MOC) of established PM procedures. PM Revision Control Security Setup allows administrators to identify which work order fields can be updated versus protected for PM-based work orders when PM revision control is in use.

Call Center

With the Call Center operators can receive and record calls from customers/employees reporting potential issues with property or assets. A resulting work order can then be created to address the issue, if necessary. If the Work Order would be completed by a third party, a service delivery matrix can be configured to assign the appropriate contractor. A Bulletin Board and a

Knowledge Based repository can be configured to provide operators with real-time information of enterprise events that are of

Deferred Maintenance

With Deferred Maintenance you may postpone work on a piece of equipment. Also, activities in a work order may be identified as Deferred. If an activity is deferred the rest of the work order activities are unaffected and will still need to go through the lifecycle and be completed as normal. The deferred activity will remain on the work order and are also placed in the deferred activity queue o be picked later to finish that activity.


Employees may be added to Crews; thereafter you may Book Labor and Schedule Labor of Crews in a Work Order.


Routes can be added to sequence the work of multiple work orders and PM work orders.

Multi-asset Work Order

When performing the same task to multiple assets you may create a Work Order for all the desired assets. When booking Labor to this Work Order the system can automatically prorate the time and costs between all the assets affected.

Maintenance Patterns

Maintenance Patterns allow you to define a schedule of predefined jobs, which have a pre-determined sequence, and are serially generated for a selected list of assets. This pattern identifies when a job should occur, how the system should generate Work Orders for the Maintenance Pattern and whether the resulting Maintenance Work Order generation is based primarily on a time interval, on a meter interval (i.e.: vehicle miles) or both.

Maintenance Campaigns

Campaigns tracks the work performed for a specific project. Examples are a project to replace a part that has been recalled or a project to retrofit a train. Campaigns usually have two phases: the first phase is an impact analysis of what assets are affected and the second phase performs the desired activities on those assets.


You can configure HxGN EAM to calculate cumulative Weibull and Laplace probability failure distributions. You can graph the shape and scale in a Reliability Chart, a Failure Chart, a Probability Density Chart, or a Hazard Chart

Revision Control

When activated revision control will make sure that changes go through a proper change management process. This includes creating a new revision of the entity which only becomes active, i.e., supersedes the current revision, after it is approved by one or more assigned users. Revision control can be applied to PM Schedules, Routes, Task Plans and Material Lists.