ERP Systems for Oil and Gas Maintenance Operations Training Course

Course overview

Oil and gas maintenance organisations depend on accurate asset records, disciplined work management and timely materials availability to protect production, control maintenance cost and meet integrity obligations. Yet many teams still struggle with incomplete equipment hierarchies, poorly coded notifications, delayed work-order close-out, unreliable backlog data and weak links between maintenance plans, shutdown schedules and spare-parts planning. This course addresses the operational use of ERP systems in upstream, midstream, LNG, refinery and petrochemical maintenance environments, where a poorly configured or poorly used system can create maintenance exposure as well as financial loss.

Participants learn how maintenance processes are represented in ERP: functional locations and equipment masters, notifications, work orders, task lists, maintenance plans, permits, materials reservations, purchase requisitions, service entry and cost capture. The course uses oil and gas scenarios to develop practical skills in configuring and governing maintenance data, designing workflow statuses, planning preventive maintenance, managing corrective work, coordinating turnaround activity and producing KPIs from ERP data. Participants also learn how to connect ERP work management with reliability methods, including failure coding, bad-actor analysis, criticality and ISO 14224 data structures.

Delivery combines instructor-led demonstrations, guided system exercises, refinery and offshore asset cases, and team workshops using realistic maintenance records. Participants work through the lifecycle of a failed critical pump, from notification and safety review through planning, materials allocation, execution confirmation and performance reporting. They leave with a completed ERP-enabled maintenance operating blueprint: an asset hierarchy, work-order workflow, coding structure, KPI dashboard specification and 90-day implementation action plan that can be adapted to their site or business unit.

The course is suited to professionals who already work with maintenance, reliability, operations, supply chain or ERP platforms and need to improve how the system supports asset performance rather than simply recording transactions.

Course objectives

By the end of this course, participants will be able to:

• Map oil and gas asset hierarchies into functional locations, equipment records and maintainable-item structures
• Configure a notification-to-work-order workflow with priorities, statuses, approvals and completion controls
• Create preventive maintenance plans using task lists, maintenance items, cycles and call horizons
• Build failure-coding and damage-reporting structures aligned to ISO 14224 equipment taxonomy
• Plan corrective work orders with labour estimates, permits, materials reservations and external-service requirements
• Analyse maintenance backlog, schedule compliance, work-order ageing and repeat-failure data using ERP reports
• Link shutdown and turnaround work packages to ERP work orders, materials demand and cost-control structures
• Produce an ERP maintenance improvement blueprint containing governance rules, KPI definitions and a 90-day action plan

Benefits of attending

Target competencies

Who should attend

• Maintenance Managers — who need ERP data and work processes to support safe, controlled maintenance delivery
• Maintenance Planners and Schedulers — who build job plans, manage backlog and prepare weekly or shutdown schedules
• Reliability Engineers — who require trustworthy failure, cost and history data for reliability improvement decisions
• Asset Integrity Engineers — who need traceable maintenance records for equipment assurance and compliance evidence
• ERP Asset Management Analysts — who configure, support or improve maintenance modules for operational users
• Operations and Supply Chain Coordinators — who must align production windows, materials availability and maintenance execution

Requirements and prerequisites

Participants should have practical experience in oil and gas maintenance, reliability, operations support, materials management or ERP/CMMS administration. They should understand basic maintenance concepts such as preventive and corrective maintenance, work orders, equipment registers, backlog, job plans and spare parts. Familiarity with SAP PM, SAP S/4HANA Asset Management, IBM Maximo or a similar platform is useful, but prior configuration experience is not required. Participants do not need programming, database administration, finance-specialist knowledge or prior exposure to every ERP product used in the examples. The course assumes comfort reading maintenance records and interpreting simple operational reports.

Training methodology

The five days combine instructor-led process walkthroughs with guided exercises based on an offshore compression train and refinery rotating-equipment case. The instructor demonstrates ERP maintenance transactions and data relationships using SAP S/4HANA Asset Management and IBM Maximo-style screens, then participants apply the methods in small teams. Workshops cover asset master-data review, notification triage, job-plan development, materials planning, KPI interpretation and turnaround work packaging. Each participant progressively builds a site-relevant maintenance operating blueprint and receives structured peer and instructor feedback before finalising an application plan.

Course outline

Day 1: ERP maintenance architecture and asset data

• Oil and gas maintenance process map from defect identification to cost settlement
• ERP, EAM and CMMS roles in upstream, LNG, refinery and pipeline operations
• Functional locations, equipment records and maintainable-item hierarchy design
• Asset criticality attributes and their use in work prioritisation
• Master-data governance for tags, serial numbers, classes and technical objects
• Bill of materials, spare-parts links and manufacturer data requirements
• ISO 14224 equipment taxonomy and data-structure alignment

Workshop: Participants audit a flawed compression-train asset hierarchy and produce a corrected functional-location, equipment and criticality structure.

Day 2: Notifications, work orders and controlled execution

• Notification types, defect coding and operational triage rules
• Work-order types for corrective, preventive, inspection and project maintenance
• Priority matrices based on safety, production, environmental and integrity consequences
• System status and user-status design for planning, approval, execution and close-out
• Permit-to-work, isolation and operations handover touchpoints
• Job plans, task lists, operations, labour estimates and standard work packages
• Completion confirmation, technical findings and maintenance-history capture

Workshop: Participants convert a pump vibration notification into a fully planned work order with priorities, workflow statuses, labour, safety controls and completion fields.

Day 3: Preventive maintenance and materials integration

• Time-based, counter-based and condition-based maintenance plan structures
• Maintenance items, cycles, call horizons and scheduling parameters
• Task-list standardisation for rotating, static and electrical equipment
• Condition-monitoring alerts and ERP notification integration
• Material reservations, stock checks and planned-delivery-date controls
• Purchase requisitions, external services and contractor work-order coordination
• Maintenance cost collection, account assignment and budget visibility

Workshop: Participants build a preventive maintenance plan for a critical gas compressor and create its task list, call cycle, material reservations and external-service requirements.

Day 4: Maintenance performance, reliability and turnarounds

• Failure mode, failure mechanism, cause and damage coding structures
• Bad-actor identification from repeat notifications and work-order history
• Backlog segmentation by priority, age, readiness and craft capacity
• Schedule compliance, planned-versus-unplanned work and wrench-time indicators
• Maintenance cost analysis by asset, work type and failure category
• Turnaround work-list development, scope freeze and ERP work-package control
• Primavera P6 interfaces for integrated shutdown milestone and resource planning

Workshop: Participants analyse a maintenance-history dataset, identify bad actors and produce a turnaround-ready work list with KPI findings and corrective recommendations.

Day 5: ERP governance and implementation planning

• Maintenance data-quality rules, mandatory fields and validation controls
• Role-based responsibilities for operations, maintenance, reliability, supply chain and ERP support
• Workflow approval matrices and segregation-of-duties considerations
• ERP report design for daily control, weekly scheduling and monthly performance review
• KPI definitions, data lineage and dashboard governance
• Change-management tactics for planners, technicians, supervisors and contractors
• Ninety-day ERP maintenance improvement roadmap and benefits tracking

Workshop: Participants present an ERP-enabled maintenance operating blueprint and 90-day implementation roadmap for their selected asset or case-study site.

Tools & standards covered

SAP S/4HANA Asset Management, IBM Maximo Application Suite, Oracle Primavera P6, ISO 14224

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions