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

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.





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