360° Strategic Asset Management > Common > Operations

Operations Definition: Operations management is the activity of managing the resources which are devoted to the production and delivery of products and services.

Operations Function: The arrangement of resources that are devoted to the production and delivery of products and services.

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.

The request for an operations work order will normally be completed through a work flow process.

Create a new Operation

The following is an example for the create operation wizard view.

1.      Equipment and event detail: This page provide the details of the equipment that will be used during this operational work order, as well as the event template detail if an event is used to create the resource, object and specific detail for the operational work pack. The default work pack type that will be used for this wizard = Operational work order.

EXAMPLES

2.      Organisation and customer detail: This page provide the detail that will indicate whether this operation will be of an internal or external application, and select the organisations that will administer this operation, as well as the customer detail for an external operational work order.

3.      Dates and operation batch detail: Provide the detail when this operation will occur, as well as how many operational work orders must be created as part of this work pack.

4.      Logistical information detail: Provide the location and routing detail, number of passengers for the operational process.

5.      Project detail: Provide the project and related project detail linked to this operational work order if project integration is used for this organisation.

6.      Initiator and approver detail: Provide the detail about who requested and approved the operational request.

7.      Freight detail: Provide the detail about freight that will be transported for the operational request.

8.      Click on the Finish button to complete the create wizard process for the operations work order. If an event template was used, the operations resource lines will defaulted in from the event detail as it was setup in the event template.

9.      Operational execution work order detail: Provide the required resources, stock dimensions, specific plan allocations and execution ageing. This detail can be added on a later stage in the process. If an event template for operational task is used the resource lines will defaulted in from the event detail as it was setup in the event template.

10.  Click on the OK button to complete the create process for the operations work order.

Fields

Field name

Field description

Execution ID

This field uniquely defines the work order that was created. The work pack defines the type of execution being performed in the work order. By default this work order is an “operational work order”, (work order for work to be done with a specific object, for example a service to deliver a product) or (work order for hiring a specific object to do a specific work, for example hire a fork lift to use in the moving of something.)

Object code

This field defines the object type to indicate what type of vehicle/equipment will be used to perform the operational work order and this is used to be quoted on in this work order. Select from the list of pre-defined objects (Vehicle/Equipment). At this point it is not mandatory to add an object to the work order.

Specific ID

This field is selected once a specific asset can be allocated and will be used for this work and is associated with a specific object of the selected type. For example: If the operational work order requires work for the delivery of a certain product, then a specific vehicle will be assigned to this work order in order to complete this task. Multiple vehicles might be needed to complete the work order, therefore different vehicles will then be assigned.

Event code

This field defines the event template that was used to create the operational specific and resources required for the work order.

Description

Enter the operation specific description that defines the work order. This is a mandatory field.

Application

Select the correct classification for the operations record. Internal (On-site or Off-site) for operation work orders within the organisation between different divisions/departments, or External for operation work orders to external customers.

Billing indicator

Tick this indicator if the internal organisation is billable, in the instance of external customer the indicator is automatically billable.

Execution organisation

Select the organisation name from the list of lookup values that defines the organisation which will do the performing of the operation.

Execution org structure code

This field defines the structure position of the organisation which does the performing of the operation and the field will automatically be added from the selected Organisation.

Requesting organisation

This field defines the organisation that requesting the operational work order or task.

Requesting organisation structure code

This field defines the organisation structure code for the organisation that requesting the operation task.

Internal accounting org

Select from the available lookup list the internal organisation to be used for accounting purposes when the operational work order is for an internal organisation.

Internal accounting org struct

This field defines the structure position of the internal organisation for which the execution is performed and the field will automatically be added from the selected Organisation.

Customer

Customer detail will be available for selecting if application is EXTERNAL. Select a customer code from the drop down list of pre-defined customers to define a customer linked to the operations work order.

A customer (also known as a client, buyer, or purchaser) is the recipient of a good, service or product, obtained from a seller, vendor, or supplier for a monetary or other valuable consideration.

Planned start date

Define the planned date/time when the work order must start.

Planned completion date

The planned completion date of the work order is calculated and displayed by using the start date and time and adding the duration of the work order to it.

Planned duration (hours)

This defines the planned duration in hours for the work order to be completed. (The field will automatically be calculated from the start/end dates and times).

Number of operations

Enter the planned number of operational work orders to be created for this work pack.

Stagger by dates

When this indicator is ticked, the process will create multiple work orders and stagger them according to start/end dates.

Route

Select from pre-defined routes the route that will be used to perform this operational work order. The selected route, object and delivery/freight will be used to establish the cost for this work. (The field is defined by a route code and the route description).

From Location

Select the location from where the operational task will start.

From Structure code

Select the location structure from where the operational task will start. This field will automatically be added when the from location is selected.

To Location

Select the location to where the operational task will end.

To Structure code

Select the location structure to where the operational task will end. This field will automatically be added when the to-location is selected.

Distance UOM

Select the unit of measure to be used for clarification of the estimated distance covered during the operational process.

Estimated distance

This field defines the estimated distance that will be covered during this operational process.

Number of passengers

Enter the number of passengers planned to accompany this operational task.

Project contract ID

Project contract id identifier will be enabled when the Application = External and when project integration is enabled. New button will allow for the creation of a new project contract ID. Default can be selected if a default project contract was defined for the organisation. The project contract is the invoiced project.

Project name

The project name will be added from project ID that was selected.

Project ID

Project ID is the identifier of the project that is created for the customer. Multiple project contracts can be linked to a project. (Project ID)

Project name

The project name will be added from project ID that was selected.

Requested by

Select from the drop down list the name of the person requesting the work order.

Name

This field defines the name detail of the person who requested the operation.

Telephone

This field defines the contact telephone number for the person requesting the work order.

Approved by

Select from the drop down list the name of the person who will approve this request for a work order.

Name

This field defines the name detail of the person who requested the operation.

Resource

This field defines the resource (detail about the freight) that will be transported for the requested the operation.

UOM

This field defines the unit of measure that will be used to define the quantity of the freight resource.

Budget quantity

This field defines the budgeted quantity of the freight resource that is requested to be transported with this work order.