Teamcenter Service Lifecycle

Management Trial
Tutorial

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Environment setup and create Work Package – Service Engineer: Joe.................................................. 3
Create the Service Bill-of-Materials (SBOM) – Service Engineer: Joe ..................................................... 7
Define Physical Locations – Service Engineer: Joe ................................................................................ 16
Create the Service Plan – Service Planner: Kim .................................................................................... 19
Create initial Physical Structure – Service Engineer: Joe ...................................................................... 29
Record Utilization – Service Technician: Bob........................................................................................ 35
Set up and install Alternates – Service Engineer: Joe ........................................................................... 40
Execute Service Event and Part Deviations – Service Technician: Bob................................................. 44

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Environment setup and create Work Package – Service Engineer: Joe
1. Locate the Active Workspace icon on your desktop and double click. This is the client which
you will be utilizing to access the Teamcenter environment

2. Once the login screen appears, enter the provided credentials (Service Engineer – Joe)
a. Username: joe
b. Password: joe

3. Once you have logged into Teamcenter, go to the Create Work Package tile

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4. Fill in the name Transfer Assembly in the New Work Package window, then select Create

5. In the next window, select Add in the EBOM Panel

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6. In the Add Product window, search for Card. Select Card Transfer Assembly and then select
Add Product

7. Once added, you will return to the Manage Work Package page and now will need to add an
SBOM. Select Add in the SBOM panel and then select Create New SBOM

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8. In the Create Product window, fill in the name GANTRY SERVICE ASSEMBLY and select Create

9. Your content window should now look like the image below

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Create the Service Bill-of-Materials (SBOM) – Service Engineer: Joe
1. From the Manage Work Package window, select Open in the upper right

2. Now, you should see the Align EBOM_SBOM window seen below

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3. Start by adding some SBOM Sub-Assemblies by standing on the top level of the Gantry
Service Assembly and then select Add, then Child in the SBOM panel

4. In the Add window, filling in the name Gantry and then select Add

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5. Repeat the same process for adding three more sub-assemblies to the top level, GANTRY
SERVICE ASSEMBLY, by standing on the assembly and add MOTORS, GRIPPER, and
STRUCTURE

6. Now, we will add some characteristics to the Gantry Service Assembly for tracking utilization
7. In the SBOM window, this is the window on the right, stand on the top level and select Open
8. In the Gantry Service Assembly, stand on the top level of the structure, then go to the
toolbar on the right and select New, then Create Characteristics

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9. In the Create window, you will see three options for your characteristic:
a. Life Characteristic – will stay with the part or assembly throughout its entire life and
usage. It is always accumulating
b. Date Characteristic – Notes important dates in the usage of a part for things like a
warranty
c. Observation Characteristic – Reports a piece of data at a given point of recording. It
does not accumulate.

10. First, select a Life Characteristic

11. Fill in a name of Cycles and a unit of Cycles, then select Add

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12. Now, using the same method, create these additional characteristics. Note: You may need to
select the gray arrow next to the characteristic type to return to the type select window to
start your next characteristic.
a. Temperature
i. Type: Observation
ii. Name: Temperature
iii. Units: degrees C
b. Warranty
i. Type: Date
ii. Name: Warranty
c. Voltage
i. Type: Observation
ii. Name: Voltage
iii. Unit: Volts
d. Run Time
i. Type: Life
ii. Name: Run Time
iii. Units: Hours

13. Return to the EBOM-SBOM Align view (This can be done by selecting the back button, or
searching for Transfer Assembly and loading it)

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14. We will now add our parts to the SBOM. Using the list below, add the parts for each sub-
service assembly by selecting the parts in the EBOM (left side), then selecting the sub
assembly you wish the parts to be added to in the SBOM (right side), and then click Assign.
You can view the quantity of the items added by scrolling to the right of the SBOM window.
a. GANTRY
i. DGD100007 – Quantity: 1
ii. DGD100047 – Quantity: 1
iii. DGD100008 – Quantity: 1
iv. DGD100036 – Quantity: 1
v. DGD100037 – Quantity: 1
b. MOTORS
i. DGD100021 – Quantity: 2
c. GRIPPER
i. DGD100044 – Quantity: 1
ii. DGD100045 – Quantity: 1
iii. DGD100035 - Quantity: 1
iv. DGD100025 – Quantity: 1
v. DGD100033 – Quantity: 1
vi. DGD100034 – Quantity: 1
vii. Gripper Service Kit
1. DGD100030 – Quantity: 2
2. DGD100023 – Quantity: 2
d. STRUCTURE
i. DGD100252 – Quantity: 1
ii. DGD100195 – Quantity: 1
iii. DGD100028 – Quantity: 2
iv. DGD100003 – Quantity: 1

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15. Once you have assigned the above items to their SBOM sub-assemblies, your structure
should look something like the image below. This is done to bring only the relevant items
needed for the service of the Gantry instead of the entire structure.

16. Scroll to the right of the SBOM view. You should see a view that looks like the image below.

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17. In the view, this is where we can set our Part Logistics Form
a. There are 7 different options seen within the window which include:
i. Traceable means: The part will be shown in the physical structure
ii. Serialized means: Each physical part is tracked individually by a unique
identifier
iii. Lot means: Parts tracked by a group identifier for a defined number of parts
iv. Rotable means: A part can be repaired/exchanged with existing/repaired
inventory
v. Consumable means: Part deteriorates over time and must be replaced at
regular intervals based on usage
vi. Preserve Quantity means:
vii. Life Limited means: The part has a defined expiration/shelf life

18. First, make sure to expand the Motors SBOM assembly, and then expand DGD100021
19. Select the Edit button in the Gantry Service Assembly panel
20. For the top level of the SBOM, we will set both Traceable and Serialized to true to be able to
track each physical structure from this SBOM. This is done by check the box, adding a check.
21. We will continue to fill in some serial number and lots numbers for the following items and
kits
b. Serialized set to True
i. 000459 – GANTRY SERVICE ASSEMBLY
ii. DGD100021
iii. DGD100013
iv. DGD100016
v. DGD100018
vi. DGD100019
vii. DGD100020
c. Lot set to True
i. DGD100014
ii. DGD100015
d. Add any additional components which you would like to change as well before
proceeding to the next step

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22. Once edits are complete, select to save edits at the top and your view should look like the
image below

23. Stand on the top level of the SBOM and open the SBOM
24. You can explore the SBOM structure here, including graphics of what each component is for
visual reference

25. Stand on the top level of the SBOM

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 26. Go to the Edit menu on the right of the UI and select Part Logistics. You can see that you can
also access the part logistics form of the assembly from in the SBOM view and edit as
needed.

Define Physical Locations – Service Engineer: Joe

1. Select the Folders icon on the left side toolbar

2. In the Home folder, you will now create a new folder named LOCATIONS
3. Go to the right toolbar and select New → Add…
4. Under the Other field, search for and select Folder

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5. In the Name field, input LOCATIONS, then select Add

6. Under the LOCATIONS folder, we will create a few new locations, the first of which will be
IN-SERVICE
7. First, stand on the LOCATIONS folder, then go over to the toolbar on the right and select the
New menu, and then Add
8. In the Add window, go to the Other field and search for Physical Location

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9. In the Physical Location item, fill out the following under the properties field, then select the
Add button:
a. Name: IN-SERVICE
b. Location Type: In-Service

10. Now, repeat the above steps to add two more locations under the folder named
WAREHOUSE (Location Type: Inventory) and REPAIR (Location Type: Shop) both of type
Physical Location

11. Now, stand on IN-SERVICE and go to the Manage menu on the right

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 12. Select Set Preferred Location

13. Then, log out of Teamcenter by selecting the role icon at bottom left corner of the browser,
then select logout

Create the Service Plan – Service Planner: Kim

1. Now, log in to Teamcenter with the provided credentials for a Service Planner, Kim
a. Username: kim
b. Password: kim
2. Search for Gantry Service Assembly in the search box in the upper toolbar
3. Locate the Gantry Service Assembly and open it by hovering over the gray arrow and
selecting it

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4. Go to the toolbar on the right and select New → Create Service Plan

5. In the Create Service Plan window, fill in the name Gantry Service Plan and then Select
Create

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6. You should now see a new service plan like the image below

7. From here, we will now add some Service Containers. Locate the Add button, then Service
Container

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8. In the Service Container window, in the name field, input Inspections, then select Add

9. Repeat the above process for 3 more Service Containers named Bulletins, Repairs, and
Overhauls. Once complete, your service plan should look like the view below.

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10. Now, you will need to add your Service Requirements under the Containers. Stand on the
Repairs container, then select Add → Service Requirement

11. In the Service Requirement window, go to the name field and enter Overheating, then scroll
in the window and find the Requirement Type and select Repair

12. Using the above method, add some more Service Requirements under the containers such
as
a. Repairs
i. Name: Power Short
ii. Requirement Type: Repair
b. Inspections
i. Name: Gear Play

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 ii. Requirement Type: Inspection
c. Overhauls
i. Name: Gripper Refresh
ii. Requirement Type: Overhaul

13. Now, stand on Gear Play and select Add → Work Card

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14. In the Work Card window, enter the name Remove Gearbox

15. Now, add some additional Work Cards such as:

a. Gear Play → Install Gearbox
b. Gripper Refresh → Disassemble Gripper
c. Gripper Refresh → Assemble Gripper
d. Power Short → Remove Connector
e. Power Short → Install Connector

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16. Now we will add skills under the work cards to highlight what types of jobs are needed to
complete these actions.
17. Select the Gripper Refresh service requirement and then select Add→ Skill
18. In the name field, enter Technician Grade 3 and the select Add

19. Now, add an additional skill with the name of Inspector

20. Now, drag and drop your Technician Grade 3 skill under Disassemble Gripper
21. Then copy and paste the Technician Grade 3 skill under Assemble Gripper
22. Now add some tools to the work cards that are required to complete the service action
23. Stand on the Disassemble Gripper work card and then select Add→ Child
24. In the Add window, select Search and then select New to refresh the view in the Add
window
25. Then, under the New tab, go to the Other field and search for Tool and select Factory Tool

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26. Fill in a name of Pliers and them select Add

27. Using the same method, add another tool named 1mm Allen Wrench
28. Once the tools have been created, add these tools to the Assemble Gripper work card using
the copy-paste method
29. Lastly, we will need to add some power that are involved in the service and any parts or kits
needed to replace what is being removed
30. Stand on the Disassemble Gripper work card again and select Add→Child

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31. In the Add window, select Search and search for DGD100023. This is your gripper tips.

32. Select DGD100023 and then select Add

33. Now, using this method, add parts DGD100030 and DGD100044 to the work card.
34. Additionally, we will add the parts and items needed to fill in the Assemble Gripper work
card. We will need a new Gripper assembly kit to be able to complete the installation of the
new grippers. Using the same search method as above, search for and add the Gripper
Service Kit which includes all your pieces needed for the parts replacement.

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 35. Once complete, your structure should look like the image below. Once you have verified, go
ahead and log out of Teamcenter.

36. Logout of Teamcenter

Create initial Physical Structure – Service Engineer: Joe

1. Login to Teamcenter with the provided credentials:
a. Username: joe
b. Password: joe
2. Search for Gantry Service Assembly and open it

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3. You will now generate your As-Maintained (physical) structure. This is done by selecting the
top line of your SBOM (GANTRY SERVICE ASSEMBLY), then go to the toolbar on the right side
of the UI and select New → Create As-Maintained Structure

4. In the Create As-Maintained Structure window, fill in the following information and then
select Create
a. Serial Number: GSN002
b. Manufacturer’s ID: 11334
c. Location: IN-SERVICE
d. Disposition: In-Service

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5. Once the physical structure is created, your view will update to the physical structure

6. Note the color bar just before the item number of each item. If the bar is green, it means the
part is good to go. If the bar is red, there is something which needs to be completed on the
item. In this case, the red bars are highlighting the need for adding a serial number or lot
number which was set in the SBOM.

7. Noting where each of the red bars are, we will now fill in the serial number or lot for each of
the components. In the tree, select Edit

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8. Once Edit is selected, fields in the tree will become editable. Scroll to the right until you
locate the Serial Number field

9. Double click in the field and start to enter the serial numbers needed.

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10. Once you have completed the Serial Numbers, select Save Edits in the upper toolbar and you
will see the color bars update from red to green and the Serial Numbers will remain in the
tree.

11. Note though, you will still see a few items that are highlighted in red. These parts still need a
Lot assigned to them. Stand on the first DGD100014 item and then go to the right toolbar.
12. Select Manage→Assign Lot

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13. In the Assign Lot window, select New. Then fill in the following information and then press
Assign:
a. Lot Number: TRB101
b. Manufacturer’s ID: 1000234
c. Lot Size: 10

14. Using the same method as above, finish the remaining items which need a lot assigned. And
in the second motor assembly, you can see that there is already a lot created, so you can just
select to assign that lot instead of creating a new one.

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 15. Once all is filled in, your structure should look like the image below

16. Log out of Teamcenter.

Record Utilization – Service Technician: Bob

1. Now, log in to Teamcenter using the following credentials:
a. Username: bob
b. Password: bob
2. Click on the Folders icon in the menu on the left
3. Go to the menu on the toolbar on the right and select New → Add

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4. In the Add window, under Other, search for Log Book and select it

5. In the Log Book Window, enter Card Transfer Group 1 and then select Add

6. Now, utilize the search tool in the upper right your browser, and search for GSN002 and
open it to view your As-Maintained structure
7. In the physical structure, stand on the top level and go to the toolbar at the right of the
screen

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8. Select Manage → Record Utilization

9. In the Record Utilization window, you will now see the log book and characteristics that you
previously created as options to create a utilization record here
10. Fill out the following information, and then press Record
e. Log Book: Card Transfer Group 1
f. Description: Group 1 Job
g. Captured By: bob
h. Hours: 1
i. Temperature: 35
j. Cycles: 55
k. Voltage: 12.7

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11. Now, you can use the Utilization tab in the right pane of Teamcenter to see the currently
aggregated utilization data for the physical structure

12. Additionally, we can also record other parameters about the physical structure, and for the
sub-assemblies as well.
13. In the physical structure, stand on the top level of your structure, GSN002
14. Select Edit → Move Part in the right-side toolbar

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15. In the move part window, select REPAIR and then select Move Part

16. Now, go to the History tab in the window on the right and you will see the addition of the
latest location movement of the part that you just added.

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 17. Sign out of Teamcenter

Set up and install Alternates – Service Engineer: Joe

1. Now, log in with the provided credentials for a Service Engineer, Joe
a. Username: joe
b. Password: joe
2. Search for Card Transfer System and load it
3. In your EBOM structure, locate the motor (DGD100013) and select the item. It is located
under DGD100048 GANTRY → DGD100021 SYNCHRONOUS MOTOR ASSEMBLY

4. Now, in the panel on the right, scroll to the bottom and locate the Global Alternates field

5. In the Global Alternates panel, select Add Alternate

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6. In the Add window, enter the name ALT MOTOR and then select Add

7. Now, search for Gantry and locate the Gantry Service Assembly and open it
8. Locate the Motor (DGD100013) and go to the panel on the right
9. Scroll to the bottom of the panel and note that the alternate motor is now listed in the
global alternates

10. Additionally, locate the DGD100020 Power Connector in your structure

11. Utilizing a similar method to above, go to the Substitutes section and select Add Substitute

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12. In the Add window, fill in the name NEWPowerConnector and select Add

13. Now, search for the As-Maintained structure (GSN002) and load it
14. In your physical structure, locate your motor (DGD100013)
15. Go to the right toolbar and select Edit→ Move Part
16. In the Move Part window, select New and then the ALT MOTOR
a. Note that your Alternate that was set up on the EBOM as continued to persist all the
way through to your physical structure. This will also show as an Alternate for both
of your motors in your physical structure.

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17. In the next window, enter the following information and then select Replace:
a. Manufacturer’s ID: ALT100087
b. Location: IN-SERVICE
c. Disposition: In-Service

18. Once the Replace action is complete, note that the color bar for that line now shows a
different color, the name and ID have now been updated, and the part usage field now
shows as Alternate

19. Also, note that the other motor in the physical structure remains unchanged.
20. Log out on Teamcenter

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Execute Service Event and Part Deviations – Service Technician: Bob
1. Now, log in with the provided credentials for a Service Technician, Bob
a. Username: bob
b. Password: bob
2. Search for the location you created early named Warehouse
3. In the search panel, stand on Warehouse, then go to the menu on the right and select
Manage → Set Preferred Location

4. Now, we will add a Part Deviation for our physical structure, however this will require a
Service discrepancy to be set up
5. Search for GSN002 and load your physical structure
6. In your physical structure, stand on DGD100020 (This is the Power Connector located under
the DGD100021 SYNCHRONOUS MOTOR ASSEMBLY)
7. Go to the right-side toolbar and select New→ Create Service Discrepancy

8. Fill in the following information:

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 a. Name: LOOSE POWER CONNECTOR
b. ID: 123
c. Description: Power Connector on Motor Loose
d. Severity: Major
e. Check the Is Failure box

9. While standing on the Power Connector in the physical structure, go to the panel on the right
and select Service Events

10. In the Service Events panel, you can now see the Service Discrepancy that was created

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11. Select LOOSE POWER CONNECTOR and select Add→ Fault Code

12. In the Fault Code window, enter Loose Connector and then Create

13. You can now note that the Fault Code appears in the Service Discrepancy

14. Again, select LOOSE POWER CONNECTOR and but this time, select Add→ Corrective Action

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15. In the Create Corrective Action window, enter the name, Replace Connector, and in Action
Type, select Overhaul and then select Create

16. Now, to replace the part, we need to setup the replacement part. This is done by locating
the corrective action Replace Connector and standing on it.
17. Select Create→ Replace Part Movement

18. In the Replace Part Movement window, fill in the following:

a. Name: NEWPowerConnector
b. Select Approved Deviation slider
c. Select New slider
d. Select NewPowerConnector
e. Manufacturer’s ID: NEW123854

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 f. Select the Item NEWPowerConnector

19. Select the Replace Connector service event and open it

20. In this screen, you should now be able to see the NewPowerConnector Part Movement you
have set up

21. Return to the previous screen and the Service Events panel
22. We now need to approve the service event to allow it to be executed to fix the issue of a
loose power connector. This is done by selecting the Replace Connector service event and
the select Approve

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 23. Your Service Event has now been approved to be executed
24. You can now see that your part has been replaced and the discrepancy is complete
25. Log out of Teamcenter

This concludes the tutorial. We hope you enjoyed exploring Teamcenter Service Lifecycle
Management.

Please use the links on the trial launch page for additional resources, or visit us at
siemens.com/teamcenter-slm.

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