EAM (Lucity) Definitions and General Navigation

Overview

The following lists common definitions and general navigation within EAM (Lucity). Additional help can be found online at https://help.lucity.com/portal/.

Definitions

EAM = Enterprise Asset Management

Instructions

  1. Enterprise Asset Management (Lucity) elements.

  1. EAM - Enterprise Asset Management. 
  1. EAM Web - Chrome or Firefox browsers work best.
  1. EAM Mobile App - Use App named Central Square EAM.
  1. Category - Organize work into practical divisions that reflect organizational structure or workflow.
  1. Dashboard - The Dashboard provides an overview to relevant data and reports from several EAM (Lucity) modules.
    • It can be easily customized for an individual or groups of users.

  1. Views - Control how EAM data is structured or displayed on screen. A View can either show all the records in a single module or a limited set of records for a module (based on a preset filter). Views are usually launched from the Dashboard.

  1. Toolbar - The toolbar contains buttons used to access and perform a variety of standard functions. Hover over a button to see its name/function. Following are a few key icons.
    • Add Record  - adds a new record.
    • Edit Record  - Clicking this icon will allow the user to edit records in the grid.
    • Reports  - Using this icon will open a list of reports to run.
    • Show in Map  - Clicking this icon will open a screen to view locations on a map.
    • Filter  - Use this to create a filtered down list based on specific criteria.
    • Hardhat  - This icon is used to create a work order.
    • Toolkit  - Click this to perform shortcuts and other quick functions.
    • Data Export  - Select this icon to export the list to Excel or create a custom list to export.
    • Relationships  - This icon displays a list of associated records to the selected row.
  1. Grids - Grids list individual records from the EAM module associated with the current view. If a record has related child records, the parent record can be expanded to display them.
    • Edit in Grid  – the Edit icon  allows a user to edit fields directly in the grid.

  1. Forms - Forms enables users to add, view and edit individual records.

  2. Task - Common work tasks the agency performs as part of its responsibilities.

    • Sub-Task – Certain work assignments may consist of a required set of tasks. Use to track time and costs associated with work.

    • Resource – employee hours, equipment, material (consumable items), fluid (water, gasoline, motor oil, etc.)

    • Problem - Identify the issues or situations that frequently generate the work the agency performs. Used for Work Requests

  3. Cause - Identify the natural events or other circumstances that create problems that generate work for the agency.

  4. Reason - Describes why the Work Order was created.

  5. Workflow elements - Tasks, Problems and Resources (i.e., Crews, Employees, Equipment, Materials, Fluids and Contractors)

  6. Work Request - module enables agencies to log and track requests for work. The system collects contact information for the internal or external customer who initiates the request, as well as details about the need or problem. If, after reviewing this information, agency decision-makers choose to act upon the issue, users can generate a Work Order based on the Request.

  7. Work Order - They enable agencies to track the work that it performs. This information can be used to gather information about the amount of time it takes to do the work, the costs associated with completing the work, the amount spent on specific assets, employee time, etc. The module's robust features allow you to document, schedule, and track the nature and costs of your work, resulting in a variety of data you can use to improve your workflow and perform your work more efficiently.
  1. Inspections – used to log inspection data, observations, and condition of assets.
  1. Work Templates – Information is pre-entered on a template and used to generate on-demand work orders instead of scheduled.
  1. PM Templates - enable you to quickly create PMs that have the same basic information but are for different assets. 
  1. PMs –Information entered will be carried over to the Work Order that is generated on a schedule and frequency set by the user.
    • Fixed Schedule - generates work based on a set date interval regardless of whether previous work was done.
    • Floating Schedule – generates work based on date interval between end of the previous work order and the beginning of the next one.
    • Meter Based Schedule – work is generated based on a fixed interval between previous work’s reading and future reading rather than dates.

  2. Notifications – communicate with customers and staff via email regarding work requests and work orders.

  3. Web Map - The Web Map enables users to view and work with EAM record data in a geographical interface. Asset location can be displayed. Work requests and work orders can be created from map.

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