360° Strategic Asset Management > Common > Maintenance Management > Planner

The Maintenance Planning process consists of several functions. The process entails the creation or request for a task to be executed, the planning thereof, the allocation and execution of the task and the feedback of all relevant data. Execution Work Orders can originate from two sources:

·  Adhoc: An Adhoc Work Order refers to a work order that is created as a result of an unforeseen maintenance task having to be performed. In spite of the initiation of the work being Adhoc (not foreseen), it does not mean that the work has not been pre-planned - Event templates can have been created for the work.

·  Planned: Equipment manufacturers prescribe maintenance events to prevent incipient failures before they occur or before they develop into major failure. These Work Orders will all be transferred from the Forecast Maintenance Schedule.

These forms allow you to manage work-in-progress (WIP). All uncompleted tasks in WIP are visible and colour coded according to status of the task (based on your choice of colour codes – see Status Codes). Resources can be maintained – added or deleted, quantities changed, and specific resource allocation can be done. Work orders can be released for work completion and detail data capture of feedback for each Work order and task is available. Not all object types can be linked to the execution order, therefore if you select the specific, and cannot see all the specifics that were created it means that certain specifics are not available on execution orders, for example personnel, organisation and location.

Tasks that use this form

Create new maintenance execution

Add/remove maintenance execution resources

Add/remove specific plan allocation

Navigating the form

The following tables provide descriptions for the controls in this form:

Home Action Pane

Actions

Description

Maintenance New

Create a new execution order.

Operations New

Create a new operations execution order.

Safety New

Create a new safety execution order.

Edit

Modify the details of the execution order. When you click this button, the execution order is switched from read-only mode to modify mode.

Delete

Delete the selected execution order.

Feedback

This process allows you to give feedback on the duration of the various tasks for this work order as well as meter feedback.

Reserve stock

This process allows you to reserve in inventory all the items that you have selected on an execution order. If you reserve the items, this ensures that the items are available when the order is processed. You can reserve the items manually or automatically, and you select the preferred reservation method.

Gantt

This button displays the execution work orders in a Gantt chart format.

Enquiries Graph

This tab displays the results of the enquiries run in graph format. Only the main fields as selected on the filter criteria are displayed. The detail of the analysis results is available in the analysis cube report.

Filtering records for execution planning

The following fields provide the controls for filtering the records in this form. Select the filtering criteria and tick the indicator box to use the selected information.

Field

Description

Work pack type

Select the work pack type to define the execution work order.

Organisation

Select the execution organisation.

Structure code

This field defines the structure position for the selected organisation.

Execution specific status

Select the execution specific status level to identify the different work orders.

Planned start date

Enter the planned start date for the planning schedule.

Planned completion date

Enter the planned completion date.

Overdue

If this indicator is selected, it will filter all work orders that are past their completion dates.

Object code

Select the object code to define the objects linked to the work orders.

Structure code

Select the structure code to define the structure position of the objects linked to the work orders.

Specific ID

Select the Specific ID that is scheduled for work.

Execution Specific View

The Overview tab page will display all the execution work orders for the selected filtering information. For example the Execution ID (Work Order) with the description.

Field name

Field description

Flag - Priority

The urgency in which work order has to be performed e.g. Urgent, Normal is displayed. Select the priority for the work order specific. The flag will indicate the priority of the work order.

Flag - Due Status

The due Status is different flags according to pre-defined ageing period definitions in the base setup. This will be based on periods past, current or future, with different ageing windows and times.

Flag - Ready Status

The ready Status flag will indicate that that the work order is ready to proceed according to the availability of all the resources. For example if all the resources are available (in stock) it will indicate a ready status. This is only an indicator that will be change when the status change to In Progress.

Execution specific ID

A code or number allocated to uniquely identifying the work order.

Object code

This field defines the object type to be quoted on in this work order. Select from the list of lookup values.

Structure code

This field defines the structure position of the object for which the work order is performed and the field will automatically be added from object.

Specific ID

This field is selected, for the characteristic to be associated with a specific object of the selected type.

Planned start date

This field defines the planned date and time that the work order transaction was processed for starting of the selected type.

Planned complete date

This field defines the planned date and time that the work order transaction was processed for completion of the selected type.

Execution Resource lines

This grid line view of the form is always displayed. The following table is the action pane strip with its different activities.

Action Buttons

Description

Add line

Use this to add another execution resource line. (More execution resources can be added to the work order after the work order is placed into "In Progress". Once the status is changed into "Completed" no more resource can be added to the work order.)

Remove

Use this remove a execution resource line.

Commit Feedback

The main purpose of this function is to provide feedback on work orders in progress. Feedback is the mechanism by which you update what actually occurred during the progress of the work order. Feedback can be done on all resources linked to a work order.

Purchase order

This button is for the rotable items or services, and allows you to raise a purchase order for the selected item. The item must have a Vendor account, and External item number defined in order for a Purchase order to be able to be created.

Purchase requisition

This button is for the rotable items or services, and allows you to raise a purchase requisition for the selected item. The item must have a Vendor account, and External item number defined in order for a Purchase requisition to be able to be created.

This following are all the fields on the execution resources.

Field

Description

Resource type

This field defines the resource type for the line. The type displayed will be according to the resources linked to the selected work order.

Resource code

This is a code uniquely identifying the resource. The value displayed in this field will be according to the resource type. For example, if Resource type = Material, an Item number will be displayed.

Qty UOM

Select the UOM Code to uniquely identifying the UOM Type.

Budget Qty

The numerical value to indicate budget quantity of resource required.

Duration UOM

This field displays the Unit of Measures code in which the usage of the resource will be measured.

Budget duration

The budgeted utilisation time against the resource to complete the work order.

Required hours

The required hours the resource will be used to complete the work order.

Feedback value

Define the quantity of the resource utilised, for feedback purposes. The way the feedback value works for item related feedback (resource type material or contractor) depends on the setup of the auto feedback indicator.

  • For resource type of COST the actual cost value expressed in the base currency must be entered in this field.
  • For resource type of FEE the actual selling price value expressed in the base currency must be entered in this field.
  • For all other type of feedback the actual quantity of the resource must be entered in this field.

Journal value

Add to this field the actual value sent to journal against the selected task.

Specific plan allocation

This form is used to allocate a specific resource against an execution or contract record. A resource allocation cannot overlap for multiple execution/contract records. This function is to add more specific detail to a resource/item allocated to a work order.

Field

Description

Start date

This defines the date the resource will start with a specific task on the work order.

End date

This defines the date resource planned to complete the task on the work order.

Specific ID

This field defines the planned resource specific identification code.

Name

Display the name detail of the selected specific resource.

Hours

Enter the number of hours allocated to this resource to complete the assigned task on the work order.

Related details in Fact Boxes

The related detail in fact boxes view is displayed only in the line view of the form.

Fact Boxes

Description

Available Equipment

This is a list of all the available equipment.

Assign

Display the list of resources that can be assigned to this maintenance work order.

Available trades for specific execution

This display the related resources (trades) available, actual, allocated and budgeted in a graph format.