Infor EAM Training Courses

Our regularly updated training videos are led by Advoco instructors with years of Infor EAM experience across a broad spectrum of industries. Through the Connect Education Network, trainers pass their knowledge, tips, and tricks on to you through courses you can complete on your own time. It’s like having your own personal EAM coach available to you at any time.

 

Everyone is at a different level in their EAM journey, so we have created a broad spectrum of training material to help any user or role of Infor EAM leverage their system. We have also introduced special Learning Paths designed specifically for different EAM user roles like System Administrator, Maintenance Technician, MRO Supervisor, and more.

Infor EAM Overview

Learning Path

Navigation


Getting around in Infor EAM is easy with the Navigation course! This course introduces the basic functions of the Start Center, Dataspys, Screen Cache, and the Toolbar, and provides instructions on how to add Comments and Documents in Infor EAM.




Navigation 2.0


Getting around in Infor EAM is easy with the Navigation 2.0 course! This course introduces more basic functions such as running reports, the My Account screen, hyperlinks, and tab navigation, along with some tips and tricks to help with data entry.




Work Orders


When equipment breaks, you fix it! The Work Order course breaks down the work order process from start to finish including initial setup of the work order and activities, issuing parts, recording additional costs, booking labor, and finalizing the work order.




Preventive Maintenance


Preventive maintenance keeps your assets at peak performance. In this course, learn how to create PM schedules for equipment and add activities, task instructions, and material lists.




Equipment


Functional equipment is the heart of any successful operation. Use the Equipment course to learn how to create all types of equipment, including systems, positions, and locations, as well as establish and manage equipment hierarchies in Infor EAM.




Parts


The Parts course helps you keep your parts organized. Learn how to create parts and suppliers, set up stores and bins, and associate parts to stores/bins and suppliers.




Parts Components


Parts Components are the foundation of data building for the Part module. This course covers topics such as commodities, currency, and UOM as well as creating manufactures and associating parts to manufacturers.




Checklist Fundamentals


Checklists provide a powerful way to facilitate completion of work order tasks, collect qualitative and quantitative readings and findings, and collect e-signatures for work performed and reviewed. The Checklist Fundamentals course includes an overall introduction to checklists as well as instructions for creating checklists and checklist item types and processing checklist results.




Introduction to Mobile


This course will cover the fundamentals of the IOS and Android mobile application. It will demonstrate work orders, processing a checklist, and physical inventory.





Calling all new users of Infor EAM! Dive into the system with all of the basics you need to know to get started using Infor EAM.

Infor EAM 2.0

Learning Path

Work Components


Work Components are the foundation of data building for the work order module. This course covers subjects such as supervisors, departments, trades, and employees - essential data used in work order creation and analysis. Work Components also reviews the entering of closing codes and the importance of the relationship between classes and custom fields.




Additional Work Screens


The Additional Work Screens course highlights some of the work-related functions that exist outside the basic work order screen. These include instructions for how to quickly create and close a work order, book labor by employee, creating a work request, and setting up work order templates using the standard work order screen.




Multi-Equipment Work Order


When you need to perform work on more than one piece of equipment at one time, use the Multi-Equipment Work Order Course to learn how. This course provides an overall introduction to multi-equipment work orders and explains how to setup, create, and execute work orders when multiple pieces of equipment need to be serviced together.




Maintenance Patterns


Need to group or nest work orders? The Maintenance Patterns course shows you how to plan routine maintenance on your equipment and allows you to determine the frequency to carry out those work orders. Learn how to set up the standard work orders, create a pattern, assign the equipment, and release the work orders to complete a maintenance pattern.




Advanced Checklists


Advanced Checklists is a continuation of the Checklists Fundamentals course. Learn about additional checklist item types, such as meter readings, as well as other advanced checklist functions like equipment-based restrictions and identifying people who can perform the checklist.




Services Procurement


When you need to hire people to perform work, Infor EAM provides several ways to process these service activities. The Services Procurement Course provides an overview of how services work in Infor EAM and then demonstrates how to record the different types of services as well as any additional costs associated with the service.




Part Procurement


Purchasing parts is easy with Infor EAM. This course walks you through the entire procurement process beginning with requisition setup and purchase order creation. This course also includes instructions for how to return parts to a supplier if necessary, request parts for a work order (direct purchase), and receive parts without a purchase order.




Part Transactions


The Part Transactions course describes ways that a part moves around in Infor EAM and how those movements are recorded. Use the Part Transactions course to learn about issuing and returning parts from/to a store and stock, transferring parts between bins, and managing your inventory.




Parts: Store-to-Store Transfers


Need to move stock? The Parts Store-to-Store course shows you how to effectively transfer parts between stores within your organization.




Associating Parts


In the Associating Parts course, we take a closer look at associating parts to equipment and how they can help when issuing parts to work orders. This course also covers the benefits of using material lists.




Advanced Equipment Setup


This course explores how to set up templates to assist with creating and generating equipment. These templates can include some of the essential fields on the main record of the equipment as well as some of the tabs.




Equipment Tabs


Complete this course to learn more about the supplemental tabs available on the Equipment screen. The modules review topics such as how to update open work orders, view work order costs, and manage PM Schedules – all from the Equipment screen!




Equipment Warranties


Equipment warranties provide a way to recover cost of work performed on your equipment. This course will go over the essentials needed for the set up and usage of equipment warranties.




Meters


Meters measure equipment usage. Discover all the details about meters in this course that covers the essentials from creating a meter, associating a meter to equipment, and how meters affect work order generation.




Scheduling Work Order Activities


Scheduling Work Order Activities describes how to set up the essential shifts and crews necessary to use the scheduling module and provides a review of the three options for scheduling work order activities.




WO Daily Scheduling Screen


One option for scheduling work order activities in Infor EAM is the WO Daily Scheduling screen. This tool is a great solution for schedulers. Complete this course to learn how to: (1) create a scheduling session, (2) select equipment, work order activities, and employees, (3) schedule by shift, and more!




Permits: Foundations of the Safety Module


This course highlights the basic principles for setting up work permits and associating them with equipment, as well as reviews some of the additional features available with the Safety Module.




Hazards & Precautions


Hazards and precautions are components of the Infor EAM Safety Module. This course reviews how to create hazards and precautions for the benefit of including safety information on work orders.




Qualifications


Some maintenance activities have minimum job requirements to ensure work is completed by a skilled professional. By tracking qualifications in Infor EAM, you can define job requirements and monitor employee qualifications. A qualification may be a special skill, certification, completed training, or even acknowledgement of a job manual. Complete this course to learn more!




Meters 2.0


The Meters 2.0 course builds on the content covered in the Meters course. Complete the modules to learn about the types of physical meters, the Batch Meter Reading screen, and how to replace a physical meter for a piece of equipment.





Designed for a more advanced user, this learning path offers an overview of Infor EAM.

Infor EAM System Administration

Learning Path

This learning path is designed for Infor EAM system administrators. The content focuses on core features and functionalities that serve as the foundation of your system, and ways to configure the application to meet your specific business needs.

User Groups


When you have a group of people performing the same tasks in Infor EAM, create user groups to manage their permissions and functionality. This course covers the basics of user groups in Infor EAM, from creating a new user group to customizing menus and controlling screen permissions.




User Group 2.0


This course is designed to expand your knowledge of user group security in Infor EAM by exploring advanced features such as WO Authorizations, Status Authorizations, Store Security, and Department Security.




User Setup


Managing users is a routine task for System Administrators. Understanding the various user options increases usability of the application and ensures end users have access to relevant data. This course covers user settings as well as the relationship between users, user groups, and organizations.




Inboxes


Inboxes are a component of the Start Center that provide an immediate overview of daily and/or hourly progress and are created by System Administrators. This course covers the steps necessary to create an Inbox and assign the Inbox to users and user groups.




KPIs


KPIs are a component of the Start Center that provide a graphical representation of progress and are created by System Administrators. This course covers the steps necessary to create a KPI and assign the KPI to users and user groups.




Introduction to Install Parameters & Organization Options


Install Parameters and Organization Options have a huge impact on the application. Understanding how the parameters and options control user behavior, system functionality/performance, etc. is critical to getting the most out of your Infor EAM system. This course is a gateway to understanding the impact of Install Parameters and Organization Options.




System Codes


System Codes allow for customizing the list of values available in Status, Type, and Code drop-downs. The modules in this course cover the System Code screen as well as the common entities impacted by system codes.




Classes and Custom Fields


Classes are available throughout the Infor EAM application and allow entities, such as equipment, work orders, and parts, to be separated into groups. Custom fields are an alternative to user defined fields and allow organizations to capture additional data in new fields. This module covers classes, custom fields, and how to associate a custom field to a specific class.




Closing Codes


Capturing accurate data on equipment failures is an important part of asset management. In Infor EAM, closing codes are used to provide a meaningful breakdown of data related to the source of equipment malfunction. This course reviews both the creation and use of closing codes




Checklist Setup


Creating relevant checklists is critical to ensuring the checklists items are applicable and the correct users are completing and reviewing the checklists. This course includes modules on checklist responsibility, filters, and follow-up work order settings.




Screen Designer


Screen designer allows you to enhance the user experience by modifying field properties, hiding/moving fields, and adding user defined fields to a screen. This course covers topics ranging from opening a screen in designer mode to setting default values and filters for a field.




Screens


In Infor EAM, existing screens can be modified and new screens can be created. This course reviews screen settings such as whether a Dataspy runs when a screen is opened, associating a report with a screen, and making screen tabs available or hidden for all user groups.




Messenger


This course reviews how to set up Messenger in Infor EAM. Complete the modules in the order listed to learn how to create templates, define notification triggers, and create parameters and conditions. This course also reviews the related install parameters and where to verify whether an email notification was sent.




Audits


This course covers the audit functionality in Infor EAM, including the set up and viewing options. Setting up audit trails allows for viewing when a change is made to a field, which user made the change, and the before and after values.




Introduction to Languages and Translations


Complete this course to learn about administering a multilingual EAM system. This course provides an introduction to languages and translations and includes topics such as updating field labels and adding description translations.




Mobile Setup


This course is designed for system administrators responsible for implementing and managing Infor EAM mobile. The setup relates to the Transit, Manufacture, and Fleet mobile applications and includes the following: setting up users and user groups, creating mobile Dataspies, updating install parameters, and changing mobile settings from the mobile app.




Reports


As a system administrator, it is important to understand Infor EAM's reporting capabilities. This course provides an introduction to reports, including: an overview of report records, the difference between base and consumer reports, and report parameters.





Role Based Learning Paths

Designed specifically for common EAM roles.

System Administrator

Maintenance Supervisor

Maintenance Technician

MRO

Supervisor

MRO Clerk

Planner/

Scheduler

See for Yourself

Watch a sample training video! “Hyperlinks" can be found in the “Navigation 2.0” course and it was designed to show users how to access related screens in Infor EAM.

infor-eam-training-sample-CEN-advoco-vid

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