Digital Maintenance with Fiix CMMS and AR

For Classroom Use Only!

 Important User Information
This documentation, whether, illustrative, printed, “online” or electronic (hereinafter “Documentation”) is intended for use only as
a learning aid when using Rockwell Automation approved demonstration hardware, software and firmware. The Documentation
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• properly using, calibrating, operating, monitoring and maintaining all Products consistent with all Rockwell Automation
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Throughout this manual we use the following notes to make you aware of safety considerations:

Identifies information about practices or circumstances

that can cause an explosion in a hazardous environment,
which may lead to personal injury or death, property damage, or economic loss.

Identifies information that is critical for successful application and understanding of the product.

Identifies information about practices or circumstances that can lead to personal injury or death, property
damage, or economic loss. Attentions help you:
• identify a hazard
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Labels may be located on or inside the drive to alert people that dangerous voltage may be present.

Labels may be located on or inside the drive to alert people that surfaces may be dangerous temperatures.
Contents
Before you begin ....................................................................................... 4
About this lab ........................................................................................................................................... 4
Tools & prerequisites ............................................................................................................................... 5

LAB: Digital Maintenance with Fiix CMMS and AR ................................. 6

Accessing the Fiix tenant ......................................................................................................................... 7
Create your asset ..................................................................................................................................... 8
Fill in your asset information .................................................................................................................... 9
Create Bill of Materials and Spare Parts ................................................................................................ 13
Create Scheduled Maintenance ............................................................................................................ 19
Generate a work order in the web app .................................................................................................. 24
Execute and generate work orders in the Fiix mobile app with the assistance of AR ........................... 25
Check the current stock ......................................................................................................................... 36
Generate Report .................................................................................................................................... 37
Design Report ........................................................................................................................................ 39
Create a Scheduling .............................................................................................................................. 43

Data Ingestion (Beta Lab) ....................................................................... 45

Meter Reading Ingestion ........................................................................................................................ 45
Asset Event Ingestion ............................................................................................................................ 46

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Before you begin

About this lab

Today, many industrial companies are digitally transforming how they build, operate, and maintain their assets.
Rockwell Automation is driving this transformation along with its strategic partners by fundamentally changing the way
industries move into an integrated approach. A CMMS allows maintenance organizations to organize and improve their
maintenance strategy. Rockwell’s portfolio makes it possible to implement a connected maintenance environment, of
which users can take benefit from the Industrial Internet of Things (IIoT) and Augmented Reality (AR) capabilities to
monitor asset health online and request maintenance with a connected digital experience.
Applying these capabilities deliver huge business benefits, such as:
• Higher maintenance efficiency by using mobile devices and advanced technology.
• Improvement on maintenance KPIs trough data-driven decisions.
• Lower maintenance problems by moving from run-to-failure to preventive maintenance strategy.
• Lower human errors caused by paper-based work order management.
• Lower costs and effort scaling from single plant/location to your enterprise

This lab takes approximately 60 minutes to complete.

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Tools & prerequisites

Lab resources required (To be provided by the instructors):

• Digital Maintenance with Fiix CMMS and AR.PDF
• https://rockwellpartners.macmms.com/
• Fiix Lab Resources (seismic link)

Software programs used in this Lab:

• Fiix CMMS Enterprise
• Thingworx Platform 9.3 with Vuforia Experience Server 9.9.0

Software programs to be installed by attendees:

• Fiix CMMS Mobile (available on Google or Apple stores). For more information: Install Fiix mobile app
• Vuforia View (available on Google or Apple stores). For more information: Install Vuforia View

Initial configurations:
• Set your password in Fiix. You should have received an email when your user was activated in Fiix.
• Use your credentials (e-mail and password) to access the Fiix tenant on your PC and on the mobile app.
• Experience Service URL: http://ptec-demo-es.eastus2.cloudapp.azure.com:8443
• Setup the URL on the Vuforia View settings. Use the provided IoT credentials to access the AR experience.
• In an Android device, you can access directly through the app. In an iPhone device find it on the settings.

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LAB: Digital Maintenance with Fiix CMMS and AR

In this session, we will access the Fiix tenant and perform configurations related to the maintenance activities
performed in a maintenance organization. This involves:

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Accessing the Fiix tenant

1. Go to FIIX CMMS
2. Log in to the tenant using your e-mail and the password you set.
You should see the Administrator Dashboard, as presented in the following picture:

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Create your asset

3. On the left-side menu, click Assets > All Assets (selected by default).
4. Click New.
5. On the popup screen, select Equipment or Machines.

6. Locate the XWS Santiago site within the Chile region in the hierarchy.

A New Equipment screen will open for you to fill in the information of the asset that has just been created.

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Fill in your asset information

7. Fill in the fields below on the General tab of the New Equipment page that just opened and Click Save.
Parameter Value
Name <YOUR INITIALS> Milling Machine
Code <YOUR INITIALS>
Category Milling Equipment
Description Mini milling machine for die-cutting work.
Account (CMAN) Central Maintenance Department
Charge Department (CMAN-MEC) Mechanical
Make Grizzly
Model G8689
Serial Number 140202
Barcode 1234567891234
Unspc Code 27000000
Notes: Add your initials to the Asset Name and Code, so you can easily find your asset later.

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8. Go to the Files tab and upload the following files:
• G8689_Milling_Machine.jpg
• G8689_Manual.pdf
• G8689_Assembly.pdf
• G8689_Specification_Sheet.pdf
Notes: The Asset icon is automatically updated after uploading the first image. Users can select the default image if
more images are uploaded.

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9. Go to the Business tab and add an Asset Business in the same way as the previous step.
Select “Grizzly Industrial, Inc” as a “Manufacturer”. Check the "This is my preferred provider" option.

10. Click OK on the pop window to add the Business and then Save the asset.
11. Click on the “All Assets” item in the left menu and expand the Chile > XWS Santiago to see the asset’s list.
12. Drag and drop your asset to the Production Location. Click ok on the pop-up screen.

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Some features of the asset hierarchy in Fiix are:
• Hierarchical structure: folders and files.
• Intuitive, visual layout of the asset.
• Corresponds to the way they are laid out in the facility.
• Easier search by just drilling down into asset hierarchy.
• Users can easily drag and drop assets or tools to move them between locations.
• Multiple sites can be created and grouped by regions depending on the Fiix tier.
• Sites and Regions are managed by Administrators on the CMMS Settings.

Site

Facilities

Equipment

Tools

Parts and Supplies

Additional tips and resources:

• Users can also add assets in bulk using the import features available in Settings > Import.
• Access the Fiix help center if you need more information about the asset hierarchy:
https://helpdesk.fiixsoftware.com/hc/en-us/categories/13463080946580-Assets

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Create Bill of Materials and Spare Parts

13. On the left-side menu, click Supplies > Bill of Materials Groups
14. Click New

15. On the BOMGROUP pop-up window, give your BOM a name and hit OK:
Parameter Value
BOM Group Name <YOUR INITIALS> Milling Machine BOM

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Notes: As many other objects, Parts may be created through the UI or via an available bulk import feature. Find
more information on how to import parts using the following link: Import Parts and Supplies.

Let’s see an example on how parts can be imported and associated to a BOM Group in a CSV file.
16. Open the G8689_Parts.csv file, provided by the instructor.
17. Take a look at all the fields and how they were filled out. This file was created based on a Parts & Supplies
Import Template downloaded from the Fiix support website.
18. Update the column V “BOM Group Name” with the BOM Group Name given on the previous step.

19. Close and Save the file.

20. On the left-side menu, click Settings > Import.
21. On the pop-up window, select the “Parts / Supplies” option.

22. On the next screen, click the Upload button, select the G8689_Parts.csv file and click Continue.

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23. On the next window, click Continue.
Notes: At this step, fields can be mapped in case using a CSV file with different format.

24. Check the option “Use this answer for all future questions” and click Update.

25. Wait for the analysis results, ensure there is no Errors or Warnings, and click Import.

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26. On the left-side menu, click Supplies > Bill of Materials Groups.
27. Select the previously created Bill of Materials (containing your initials).

Notes: Note that the number of parts has increased to the number of parts imported.
28. On the Parts List tab, add a part quantity to each part.

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29. On the Assets BOM tab, add an asset to associate with this BOM.

30. Expand the asset hierarchy, find and click on your asset (with your initials) to see it on the right pane.
31. Click ok.

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32. Back to the BOMGROUP pop-up window, click OK to save the changes.

33. On the left-side menu, click Assets > All Assets.

34. Find and open your asset on the asset hierarchy.
35. Then go to the Parts/BOM tab and verify the updated parts’ list.

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Create Scheduled Maintenance

36. On the left-side menu, click Maintenance > Schedule Maintenance.

37. Click New.

38. On the pop-up window, pick the site for scheduled maintenance.

39. A new page will open to create the maintenance plan. On the Scheduled Maintenance Details, fill out the
following fields:
Parameter Value
Code <YOUR INITIALS>_SM
Asset <YOUR INITIALS> Milling Machine
Maintenance Type Preventive
Priority Medium
Estimated completion 2 days after WO created
40. Also, check the option “Create a new work order even if there are work orders not closed from this Scheduled
Maintenance.”

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41. On the General tab, fill out the following fields:
Parameter Value
Account (CMAN) Central Maintenance Account
Charge Department (CMAN-ELE) Electrical
Summary of Issue Milling machine remote inspection.

42. Click the Scheduling tab > Add a new trigger.

43. Select Generate Work Order By Time Schedule > Weekly > Every 1 week on Tuesday and Click OK.

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44. A new record is added to the list of triggers.

45. Click the Labor Tasks tab. Select the existing task.

46. Keep the Task Type as General and add the following task description:
“Verify IoT measurements on AR connected experience.”
47. Select your own user in the Assigned To User field and Time Estimate equal to 1 hour.
48. Click the OK button.
Notes: This action also adds a rule to the Notifications tab to let you know when a work order is created.

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49. Go to the Files tab. First select "Link" from the dropdown list below and then click the Add button.

50. On the pop-up window, add the following info and click OK:
Parameter Value
Name Remote Inspection
Link https://rb.gy/iwxuq
Notes Connected AR experience for remote inspection.
Notes: This link refers to the Augmented Reality experience to open in Vuforia View mobile app.

51. Change the status of the maintenance plan from Paused to Running and Click Save.

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Work Order Process

Beyond the amazing experience you have while navigating through Fiix CMMS features, it also has open connectivity
to interact with external applications.

This is the essence of Rockwell Automation integrated approach because it enables navigation through the different
applications available in the Rockwell software portfolio that can also help maintenance organizations to speedup
maintenance activities, improve maintenance strategy and reduce maintenance costs.

Let’s see an example of the execution of a work order in the next session…

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Generate a work order in the web app

52. On the left-side menu, click Maintenance > Schedule Maintenance

53. Select the Scheduled Maintenance you created in the previous step: Code = <YOUR INITIALS>_SM
54. On the Scheduled Maintenance page, click on the Generate Work Order Now button.
Notes: This option allows users to trigger work manually instead of using the configured trigger.

Find a link to the work order that was just created on the top right corner of the page, near the Print button.
You can click on the Work Order Code to navigate to it and discover the work assigned to you.
In a real production environment, technicians are busy in the field and rely on notifications and an intuitive mobile
app to stay alert and perform requested work.

55. Access your email and verify the work order notification. You should have received an email like this:

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Execute and generate work orders in the Fiix mobile app with the assistance of AR

56. Open the Fiix mobile app, type “rockwellpartners” in the company domain field and click Continue.
57. Use your credentials in the Fiix login page.

58. Make sure you are on the correct site. On the bottom menu, click More and select XWS Santiago site.
Notes: Permissions can be configured by system administrators on the Settings area to allow the access to specific
sites. In this lab, users have full access so you can understand all the features.

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59. Back to the bottom menu, click Work Orders and find the work assigned to you.
60. Click on the Milling machine remote inspection work order to see the details.

61. Click on the Tasks tab to verify your task, then go to the Files tab to find the link to the remote inspection.

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62. Depending on the operating system and configurations of your device, the experience may open directly, or it
may take you to the app store. In this last case you just need to click “Open” and once the app loads click on the
library icon and then click Remote Inspection. Make sure you are on the Experiences area in the bottom menu.

63. If your device takes you directly to the experience, tap to place the 3D model and note the overheating alert.

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64. Click the IOT icon at the bottom to show the temperature value. You can click the IOT icon again to hide it, and
then click the blue tool icon at the bottom to report the problem and request service to investigate it.

65. Fill the form by selecting your Asset, a Problem, a Priority and a Maintenance Type. Also, enter this note to the
technician in the last field: “Motor brush inspection”. Click Request Maintenance. On the pop-up, click Create.

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66. A code should appear in the last pop-up window referring to the new work order. Everyone who is part of the
Technicians group in Fiix should receive an e-mail notification. Click OK, go back to the Fiix mobile app and click
on the Work Orders button at the bottom.
67. First, let’s close the “Milling machine remote inspection” work order. Click on it to open the details and Add a
note to it.
Notes: You may see more work orders with the description “Review motor brush” as the Lab attendees are
simultaneously creating work orders and you are part of the Technicians group. Yours should be linked to your asset.

68. Add the following note: “Work order created to review the motor”. Click SAVE.

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69. The note will appear on the details page. Click on the Open work order status, and select Closed, Completed.
70. Go back to the list of Work Orders.

71. Let’s perform the role of a technician and execute the “Review motor brush” task.
72. Verify the information available. This data was published to Fiix using Thingworx Fiix Extension (Fiix REST API).

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73. Click the Tasks tab to see the task. Click “View asset details” to access asset info.

74. Click on the Files tab just to see the initially uploaded file available on the mobile app to help the field technicians
to perform their work. Any file can be added without size limitations. Thanks to the cloud!
75. Click on the above arrow to return to the work order. Depending on the device, it may return to the Assets list.

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76. Click on the Files tab. Then click on the Service Instructions link.The link takes to the Vuforia View app, same as
before on the remote inspection.
77. Choose a location and tap to place the 3D model. Click the Play button below to start the experience.

78. Review the troubleshooting guide and click Continue. Keep using the Play button to move to next instructions.

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79. The Technician will perform the following steps with the help of Augmented Reality:
1. DISCONNECT MILL FROM POWER
2. LOCATE THE CAP ON THE MOTOR HOUSING
3. INSERT SCREWDRIVER INTO THE MOTOR HOUSING CAP
4. TURN SCREWDRIVER COUNTERCLOCKWISE TO LOOSEN CAP
5. REMOVE THE SPRING AND CARBON BRUSH
6. REPLACE WITH A NEW SPRING AND CARBON BRUSH
7. REINSERT CAP ONTO THE MOTOR HOUSING
8. TURN SCREWDRIVER CLOCKWISE TO TIGHTEN CAP
9. OPERATION COMPLETE

80. When the operation is complete the temperature widget will appear again showing the normalized temperature.
81. Now, let’s record the time spent with this activity in the CMMS. Go back to the Fiix mobile app.
82. Click on the Tasks tab and note that you have a pending task. Click on the Log work button.
83. Type “01:30” and leave the Complete task option turned on. Then click the above Save button and click return.

Notes: This was a reactive work order. Not only in type, but it was actually created outside of a maintenance plan, as
a reaction to the inspection carried out previously, and it has only one task. This example could have been done in a
different way, creating inspection-type tasks and triggering Follow-on work orders depending on the pass/fail results.
Fiix also has mechanisms to deal with other complex situations, find more on the following links:
• Add an inspection task to a work order
• Configure a time based nested PM

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84. As it has only one task, the work is complete, and the time spent is recorded.
85. Go to the Parts tab and click on the below Add button to add a new part.

86. Search and select the MOTOR BRUSH.

87. Note the quantity on hand and type 1 in the Quantity used field. Click SAVE and return.

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88. Go to the Details tab and click on Add note button.
89. Write the note: “Motor brush replaced according to the AR instructions.”

90. Change the work order status from Assigned to Closed, Completed. Verify the Date completed field updated.
91. Go back to the work orders list and find the work worders associated to your asset with status closed.

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Check the current stock

92. Let’s go back to the web interface, on the left-side menu, click Supplies and click Current Stock.
93. Type MOTOR on the top right search field to facilitate the search. Note the “Qty On Hand” of the MOTOR
BRUSH part that reduced after consuming is while performing the work order.

Notes: The quantity on hand may be lower than shown in the previous image as other participants are consuming
from the same stock in this lab.
Also, note that some records may appear in yellow and move to the top of this list. This is because Fiix automatically
highlights low stock levels for easy viewing. In this case, the user does not even need to search for the item, as it will
appear as soon as the Current Stock page is accessed, as in the image below:

Additionally, although it is not covered in this lab, Fiix has a purchasing module available on the
Professional and Enterprise tiers. Learn more about Fiix Purchasing by accessing the links below:
• Configure purchasing settings in your CMMS
• Getting started with purchase orders

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Generate Report

94. On the left-side menu, click Reports

95. Search for the “Closed Work Order List” and click on it.

96. Click Run. Select From Date and To Date and choose Completed by User (your name).

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97. The generated report should show your recently completed work orders.

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Design Report

Users can also design reports in Fiix and find information to do so in the Complete Report Writer User Manual.

98. Still on the Reports area click New to create a new report and then click Designer Report on the pop-up:

99. Give the name of the report. Suggested name: “Completion Time Report”.

100. Click on the Design tab and Click on the link to pick the main table. Choose the Work Order table on the list.

101. Click the Join link and add the Work Order Status table.

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102. The Tables area should look like the following:

103.Expand the Work Order table and drag and drop the following fields to the Fields area: Code, Description and
Assets. Rename the column titles as per the below image.

103. Expand the Work Order Status table and drag and drop the following fields to the Fields area: Name. Rename
the column title as per the below image.

104. Click the below button to add a new field. On the pop-up screen, select Other as expression type and click on
Open Expression Editor.

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105. Add the following expression to the Expression Editor and click OK:
timestampdiff(hour, C[Work Order 1 - Date Completed], C[Work Order 1 - Suggested Completion Date])

Notes: The result of this expression will be the time difference in hours between the completion datetime and the
suggested completion datetime if these fields were filled in the existing work orders.
106. Adjust the fields width to match the portrait mode size. Rename the column title as per the below image. Click
the filter button below to add a report filter.

107. Add a simple filter that filters assets containing the “Milling” text in their names.

108. On the Order box below, click the Add button.

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109. Select the Work Order table, id column and Descending order and click OK.

110. Save the report and click Run. On the pop-up, select PDF format and click Run.

111. The report will be generated on another webpage.

Notes: A positive value in the HoursOnTime column means the work was completed on time, and a negative value
means the work was completed late. Empty results mean that a date field is missing a value.

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Create a Scheduling

112. Back to Fiix, click on the Scheduling tab and click on the add button below.

113. Leave the default options on the Schedule tab.

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114. On the Users tab, add your own user and enable the schedule. Click ok and save the report.

115. A new report will be generated and emailed every day:

END OF LAB

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Data Ingestion (Beta Lab)

Events and Meter Readings can be added to both assets or work orders manually through the Fiix UI. But they can
also come from external sources and be ingested into Fiix through its API.
This information is fully documented on Fiix Developers and this lab session will cover a simple use case to explain
how it could be done through our IoT Platform and through a third-party open source application.

Meter Reading Ingestion

Our IoT Platform, Thingworx, can be configured with an extension that facilitates the implementation of Fiix API for
data ingestion.
This session uses the same architecture used on the Lab main use case, with the Augmented Reality experience,
where Thingworx is the responsible for the data connectivity and IoT contextualization.
116. Open the following URL and login with the provided XWS credentials (can be found in the “1 - README.txt”).
ptec-demo-jk43xfnnvivn6.eastus2.cloudapp.azure.com:8443/Thingworx/FormLogin/XWS
On the UI, select your Fiix Asset and click on the Ingest button to ingest the temperature value in Fiix.

117. Note that the data grid below shows some info about the result of the latest ingested value.

118. Go to Fiix UI, find your asset in the hierarchy, and access the Metering/Events tab of it. Verify the most recent
meter readings on the first box. You can click on the record to see older values.

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Asset Event Ingestion

119. As part of your lab resources, extract the content of the MQTT.zip containing the following items:

120. Open the message.json file with any text editor and update the “intAssetID” json element by your Fiix Asset ID.
Save and close the file.
Task: Now that you know how to design reports, use your skills to find your Asset ID through a Fiix report.

Notes: Object IDs can also be retrieved through the Rest API, using Postman for example. You could also change
the “intAssetEventTypeID” by querying the Asset Event Type table in a Fiix report. Find more info about that
accessing Fiix Developers Guide.
121. Execute the send.cmd file. You may need to execute it with administrator privileges on your device.
Notes: This step published a MQTT message to a message broker on the cloud. The message is then parsed and
ingested in Fiix through its API.
122. Go to Fiix UI, find your asset in the hierarchy and access the Metering/Events tab of it. Scroll down and find a
box containing the most recent asset events.

Task: As you also have acquired skills on how to create Scheduled Maintenance plans, use your skills to add a new
trigger to your existing Millin Machine remote inspection scheduled maintenance. Execute the send.cmd again and
verify the work order created. Find a tip on the image below:

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Lab Architecture

Main activities:

Beta Lab:

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Notes

• The lab manual was built using screenshots of an android device (Samsung Galaxy S20+).
o There may exist minor differences in the experience depending on the device used.
• The regional settings of the device may impact on the CSV file update when importing parts.
o Don’t change the separator. That may impact while performing the upload.
o It’s recommended to search and replace the BOM group value in case you cannot select the column.
• The 3D model was created in Creo Parametric and the animations were created in Creo Illustrate.
• The data ingestion is in Beta version. The main objective of this session of the lab is to explain the
possibility of having a connected CMMS through the IoT technology and how the Fiix API works.
o For a deeper experience, users will need Thingworx Foundation training or programing skills for
data integration depending on the chosen applications.
o We are happy to work partners who want to invest time and resources on this topic.

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