Creating Work Orders:The Work Orders tab is designed for users, such as crew supervisors, who execute work plans generated by a planner. You can manage operations on a work order. You can search for skills across departments, assign persons (employees, contingent workers) to a work order, adjust crew schedules, complete operations, hand work over to another department, complete a work order, request material, and enter quality plan information, such as inspection data. The Work Orders tab enables you to query and create work orders, view and update work order details, and create relationships among work orders (See: Work Order Relationships). After executing a work order search, you can drill into a specific work order. The Work Order page contains content containers, providing work order header information, asset details information, and work order details information.
You can query service and work requests, view the requests' associated work orders, and create and assign work orders to the requests.
Tasks in this section include:
Creating Work Orders:Work orders are normally created by a planner from the Maintenance Workbench (See: Using the Maintenance Workbench), and are also created within the Maintenance Super User responsibility. Material and resource planning (See: Overview of Planning and Scheduling) is used at each status of the routine work order (See: eAM Work Order Statuses).
Navigate to the Work Orders page.
Click the Create Work Order button.
Note: This function is available for those users with responsibilities and roles that include function, EAM_WO_DETAILS_MODE, with their associated menu. Otherwise, you can only view work orders, and cannot update associated asset hierarchy, work order hierarchy, material, resource, operation, cost, collection plan results, work request, and attachment information. See: Implementing Function Security, Oracle Applications System Administrator's Guide - Security.
The header information displays general information about the asset number and the type of work required.
The work order number is assigned, but you can update it.
Enter an asset number (or Serialized Rebuild) requiring maintenance. The Asset Group (or Rebuildable Item) defaults (See: Defining Asset Numbers).
Enter the work order's Scheduled Start Date if it is based on a forward schedule. The scheduling process uses this date as a starting point to calculate the Scheduled Completion Date and duration for allocated resources and material. If the material/resources are not available by this date, the scheduling process moves the start date forward (See: eAM Scheduling).
Note: Actual dates are entered at operation and work order completion. Scheduled dates are calculated by the Manufacturing scheduler if you have Oracle Production Scheduling enabled (See: Overview of Setting Up, Oracle Production Scheduling User's Guide). Otherwise, the EAM scheduler calculates the dates.
Enter a Scheduled Completion Date for backward scheduling. This date indicates the requested end by date for the work. The scheduling process uses this date as a starting point to calculate the scheduled start date and duration for allocated resources and material. If the material and resources are not available by that date, the scheduling process moves the start date backwards to ensure completion by the required completion date (See: eAM Scheduling).
Note: Actual dates are entered at operation and work order completion. Scheduled dates are calculated by the Enterprise Asset Management scheduler if you have Oracle Production Scheduling enabled (See: Overview of Setting Up, Oracle Production Scheduling User's Guide). Otherwise, the EAM scheduler calculates the dates.
(Optionally) Enter a Target Start Date for the work order. The default value that appears comes from the Scheduled Start Date field, but can be changed.
(Optionally) Enter a Target Completion Date for the work order. The default value that appears comes from the Scheduled Completion Date field, but can be changed.
Enter a WIP Accounting Class code to represent the charge (expense) accounts associated with the asset number. This defaults from the current asset number (See: Defining Asset Numbers); you can update it.
Optionally select a Request Number to associate a work request or service request with this work order. After selected, the Description updates to the description of the work request.
Target Start and Completion Dates
The Request By Start Date and Request By Completion Date will be copied to the work order as the Target Start Date and Target Completion Date, if the Enable Target Dates for Work Orders option is selected on the EAM Parameters page. For more information, see Defining eAM Parameters.
This is applicable when the Create Work Order function is performed for a work request.
Optionally enter a Description for this work order.
The Department defaults from the selected asset number (See: Defining Asset Numbers). This indicates the persons or department responsible for this asset number.
You can change the department at the operation level if no transactions have been recorded for the work order.
Optionally select a Planner for this work order.
After selecting an Asset Activity, the associated maintenance BOM (material) (See: Setting Up Maintenance Bills of Material) and maintenance route (resources), associated with the activity (See: Defining Maintenance Routes), attach to the work order. After an asset activity is saved to a work order, you cannot change or delete it.
Select an Asset Activity. Only asset activities associated with this asset number are available.
Note: If this work order was previously created, you can add an asset activity, as long as the work order is at an Unreleased or Draft status, or an asset activity was not previously defined. If any tasks, material, or resource requirements exist, these must be deleted before adding an Asset Activity to an existing work order.
If you select Yes from the Firm list of values, planning and scheduling does not adjust the schedule, regardless of material or resource availability (See: Overview of eAM Planning and Scheduling). This value defaults as Yes or No, depending on the Auto Firm on Release and Auto Firm on Create check box settings, established in the Enterprise Asset Management Parameters setup for the current organization (See: Defining eAM Parameters). This defaults after the work order is Released, if you select the Auto Firm on Release check box, and defaults immediately if you selected the Auto Firm on Create check box.
If you select No from the Firm list of values, the completion date is calculated based on the work order duration. The scheduler automatically calculates the duration based on the operations (resource duration setup) on the work order. You can update the Firm setting for work orders at Draft, Released, Unreleased, On-Hold, or Cancel statuses (See: eAM Work Order Statuses).
If Firm is set to Yes, you can still manually reschedule a resource on the work order, thereby updating the dates on its corresponding operation and work order.
Optionally select Status of this work order.
The list of values includes all system and user-defined statuses. If you select a user-defined status, however, the validation and the work order behavior remain unchanged, because they are based on the system status that is associated with the user-defined status. If the work order is changed to a status that requires approval (See: Workflow for Work Orders), the Pending flag is selected until an action, such as approval or rejection, occurs. If the status change is approved, the new status remains, and the Pending check box is cleared. If rejected, the status of the work order is changed to Canceled by Approver and the Pending check box is also cleared.
The Shutdown Type default value comes from the current asset activity. This setting helps the planner group work orders that might require shutdowns, so that they are planned together.
Select the Yes or No option in the Completion Required field to identify this operation as a mandatory completion operation. The default value is No.
See Completing Work Orders for more information.
Optionally select a Priority, for example, High, Medium, or Low.
Optionally enter information within the Additional Details region. The Warranty field default values come from the asset definition, but you can update the Warranty Status and Warranty Active fields here.
The Linear Details region appears when you are creating a work order for a linear asset. Optionally select and enter linear asset information such as:
Measure Type
Scheduled From Measure
Scheduled To Measure
Length
Click the Show Details link to enter additional linear asset segment information. See Using the Linear Workbench for more information.
Optionally open the Failure Information region to enter Failure Analysis information (See: Failure Analysis Overview).
The Failure Entry Required setting indicates whether failure code entry is required during work order completion. This setting defaults from the value set when you assign the asset group to the Failure Set. However, you can update this setting as needed (See: Defining Failure Codes and Sets).
Valid codes that are available are dependent on the associated Failure Set and defined Failure Codes. A Failure Set defaults, if one is associated with the current asset group (See: Defining Failure Codes and Sets).
Note: You cannot associate one failure occurrence with multiple work orders. For example, if you report failure data for the same asset on two different work orders, two failures are created, regardless of the failure date. When MTBF is calculated, the failure count would be 2. Similarly, you can associate one combination of failure tracking codes (failure/cause/resolution) to a work order.
Optionally open the Operations region to prepare necessary operations. Operations (also known as tasks) are the instructions to perform maintenance activities.
Important: Since operation 1 is reserved for system use, we recommend that you begin the operation sequence numbering at 2 or above, and use operations in multiples of 10.
Each operation is assigned to a department (See: Defining Departments and Resources), associated with assigned resources (trades people, outside service providers, and equipment). When you create a work order for an asset number, you can attach the associated activity (See: Associating Asset Numbers with Activities) to that work order, bringing its related maintenance route and BOM. The maintenance route is comprised of operations necessary to complete the activity. You can view and update these operations from the work order. After creating the work order, you can view operations that default from the maintenance route (See: Defining Maintenance Routes) associated with the current activity.
When you query for an existing work order, you can update and add to its operations. You can also assign and schedule specific persons or equipment to each operation. There are two sub-tabs within the Operations tab: Detail and Summary. The Summary sub-tab displays information at the Resource line level and assigned persons appear in the Hide/Show region. The Detail sub-tab displays the operation-resource-instance. You can remove the EAM_OP_SUMMARY function from the menu to hide the Summary sub-tab, or remove the EAM_OP_DETAILS_TAB function to hide Details sub-tab (See: Preparing Work Order Operations and Updating Work Orders).
You can change the department or resources at the operation level if no transactions have been recorded for the work order.
Click or hover over the Add or View button to add or view attachments. You can attach file, URL, and text attachments. If you want to view the attachments, hover or click the View button.
MISC attachments for operations are attached to all purchase requisitions for direct items/non-stock items for that operation.
Optionally open the Materials subtab to view or add items.
After creating the work order, you can view the item list for the asset (See: Setting Up Maintenance Bills of Material and Defining Material Requirements). You can add both stocked and non-stocked material from the Asset BOM to the material requirements for this work order.
You can change the default values for the following supplier related fields:
Supplier
Supplier Site
Contact Name
Contact Phone
Move orders for EAM work orders will be created with a status of Incomplete if the planner is defined in the Organization Items page (Inventory>Organization Items>General Planning). If the planner is not defined, then the move order is created with a status of Pre-approved. Approval action is required to change the status of the move order to Approved. After approval, the material allocation will occur.
For more information regarding planner definition, see Defining Planners, Setting Up, Oracle MRP User's Guide.
In addition, you can click the Copy icon for the material requirement and copy the existing material line to a new line. This feature reduces the data entry effort when adding similar material requirement lines. The following attributes are copied to the new line:
Details such as Operation, Item Type, Line Type, Item Code, Quantity, and Date Required.
Flexfield values.
Material details such as the Auto Request Material option, Sub-inventory, Locator and Comments.
Adding Work Permits to Work Orders
Click the Work Permits region to create work permits or add existing work permits to this work order:
Select the Create check box to create a new work permit, and enter the following information (all fields are required except the Description field):
Work Permit name (or number)
Description (optional)
Permit status
Status (Draft is the default value, but you can change it)
Valid From Date
Valid To Date
Flexfields
Click the Work Permits field to search and add an existing work permit from the list of values.
Adding Work Clearances to Work Orders
Click the Work Clearance region to add existing work clearances to this work order.
Enter the work clearance that you want to add. The status of the work clearance must be at Draft or Released.
Note: Any work clearances associated with this work order are for informational purposes only. No actions are allowed on them.
Note: You can also add (associate) work clearances to work orders using the Work Clearance pages (Maintenance Super User > Safety Management > Work Clearance). See Safety Management.
Optionally click the Save button to save data entered, without applying it to the database.
Click the Apply button to create the work order.
Generating Preventive Maintenance Work Orders:You can generate preventive maintenance work orders from the Work Orders page.
Navigate to the Schedule Request: Define page (Maintenance Super User > Work Orders > Generate PM Work Orders).
The Generate Preventive Maintenance Work Orders - Self Service value appears in the Program Name.
To further narrow down the data selection, you can optionally enter any of the following parameters:
Start Date (required)
Cut Off Date (required)
Area- location where your assets reside.
Owning Department
Asset Type - Capital and Rebuildable Inventory
Asset Group - if you previously selected an Asset Type.
Asset Number - if you previously selected an Asset Type .
Set Name - PM set used to implement work orders that are forecasted against default Preventive Maintenance schedules in this set.
If a Set Name is specified, you will only select PM schedules for a PM Set for work order generation.
Project
Task - if you previously selected a project
Parent Work Order
Planner - select if you want to generate PM work orders for specific planners.
Click the OK button, and the system displays the Generate Preventive Maintenance Work Orders page.
Click the Submit button.
Generating Preventive Maintenance Work Order Reports:You can generate the Preventive Maintenance Work Order Report that lists the details of work orders generated from the Preventive Maintenance Work Order Generation concurrent program. Use the Generate Preventive Maintenance Work Orders - Self Service program from the Reports tab in the Maintenance Super User responsibility, or the Reports menu under the Enterprise Asset management responsibility to generate the report.
For more information, see Generating the Preventive Maintenance Work Order Report.
Creating Express Work Orders:If you need to capture work that has already been completed, use the Express Work Orders feature. You can access this page through the Maintenance Super User responsibility, Maintenance Home > Work Orders > Express Work.
Note: You cannot create an express work order that contains direct items.
Express work orders are automatically created in the Released status. You can, however, create an express work order with a status of Complete.
Important: For linear assets, express work orders cannot be created with a status of Complete. They must first be saved in the Released status and then updated to the Complete status.
See Creating Express Work Orders for more information.
Select an organization from the drop-down, and then click the Go button.
Select the Work Orders tab.
Click the Express Work link.
The system defaults the following information on the page, but you can change the values:
Work Order Number - if your organization is automatically generating work order numbers
Start Date - the current system date and time
Status - Released. This is the default status for the work order
WIP Accounting Class
Completion Date - default value is the same as the Start Date
Optionally enter an asset number.
When you select an asset number, the default value for the Department field appears.
If you select a linear asset number, the Linear Details group box appears on the page.
Enter an asset group; this is a required field.
Optionally enter an asset activity for the work order.
When you click the Save button, the asset activity and any material and resource requirements are populated on the page.
(Optionally) Enter a value in the Target Start Date field. The default value comes from the Scheduled Start Date field, but can be changed.
(Optionally) Enter a value in the Target Completion Date for the work order. The default value comes from the Scheduled Completion Date field, but can be changed.
Optionally enter a department number. If a department has been set up for the asset, the default department value appears.
Optionally add details in the Additional Details group box.
Optionally add linear asset details such as in the Linear Details group box.
Note: If you want to add or delete segments, you must first save the express work order with a status of Released.
Segment Name
Measure Type
Scheduled From Measure
Scheduled To Measure
Length
Note: The values for Scheduled From Measure, Scheduled To Measure and Length are mandatory for the segments that have measure values defined in the Linear Asset Workbench.
Important: Measure values and Length fields are disabled for segments that are defined with no measures in Linear Asset Workbench.
If you are completing an express work order, you can enter the actual linear asset details in the Linear Asset details group box such as:
Segment Name
Measure Type
Scheduled From Measure and Scheduled To Measure
Scheduled Length
Actual From Measure and Actual To Measure
Actual Length
Note: The values for Scheduled From Measure, Scheduled To Measure and Length are mandatory for the segments that have measure values defined in the Linear Asset Workbench.
Note: Measure values and Length fields are disabled for segments that are defined with no measures in Linear Asset Workbench.
Important: You cannot update the Scheduled From Measure and Scheduled To Measure values after the work order has been saved with a Complete status.
Optionally add details in the Resource Reporting group box such as resources (including contingent workers), persons or equipment, quantities used, departments to charge, and whether you want to complete any operations.
If you want to complete the work order, select the Complete check box for the operation.
You will enter the completion details, including linear asset information using the Debrief Work Order page. This page is available after you save the work order.
Select Yes or No in the Completion Required field. This indicates if the completion of the operation is mandatory before the work order can be completed. The default value is No.
Optionally add details in the Material Reporting group box.
Note: Any direct items in the BOM for the activity will not display.
Optionally add details in the Failure Information group box.
Optionally add any quality plans.
Click the Save button.
Viewing Work Orders:To view work orders, you can use either the Simple or Advanced Search modes. To view work orders for assets that were transferred to another organization, perform an Advanced Search within the originating organization. You can enter an asset group to view all work orders for the transferred assets, in the current asset group, that were created in the originating organization. A Simple Search filters out the transferred assets, and does not include them in the search results. You can charge resources and material, and complete open work orders for transferred assets. You can execute a simple search on a transferred asset, within its destination organization, to view only work orders that were created in that destination organization.
Using the Simple Search, you can also select criteria such as Include Route Work Order, Asset Status, and Linear Asset.
If you perform an Advanced Search, you can search for work orders based on other criteria such as Asset Group, Target Start Date, Target Completion Date, Person or Equipment, Segment Code, Segment Description, construction Estimate Number, Creation By, Created Date, Estimate Number, Estimation Status, Firm, Notification Required, Planner, Operation Status, and so on.
You can also save search criteria to personalize your search.
After executing the search, you can drill into a specific work order. The Work Order page contains content containers, providing information relating to the work order header, asset details, and work order details.
Navigate to the Work Orders tab. The All sub-tab is selected.
Note: By default, you are using the Simple Search mode. To switch to the Advanced Search mode, choose Advanced Search. Choose Advanced Search to view work orders for assets that were transferred to another organization.
Optionally select an asset number to search for its related work orders.
You can execute a Simple Search on a transferred asset, within its destination organization, to view only work orders that were created in that destination organization.
Optionally select a specific work order.
Optionally select Start Date From and To values to display work orders that fall within the specified date range.
Choose Go to display all work orders associated with the current search criteria.
Click the Map All button to display the assets on the Map Workbench.
See Using the Map Workbench for more information.
Optionally select a work order number to view details such as:
Target Start Date and Target Completion Dates.
Attachments: Click or hover over the View button to view the attachments.
Optionally choose Check Material Shortage.
The Material Shortage field updates to display whether there is a shortage of the material (at that moment in time) that is needed to complete the work order operations. This status helps you to determine when to start work. For example, if there is a material shortage, you typically would not start work. The process that populates this field considers both stocked and direct items. For stocked items, the Work Order Material Shortage process determines whether all of the inventoried material within associated BOM is available to transact (ATP is not considered). For direct items, the Work Order Material Shortage process determines if all of the direct items that are included within the associated BOM are received into Inventory. You should set this process to automatically execute periodically by scheduling the Check Material Shortage concurrent process from the Reports menu under the Enterprise Asset Management responsibility or the Reports tab under the Maintenance Super User (self-service) responsibility.
The Operations sub-tab defaults as selected.
This sub-tab enables you to view Operations on the current work order, and the operation dependencies in the View Dependency region. Operations are scheduled to run in parallel, sequence, or through dependent steps.
The Completion Required field is display-only. This field indicates if the operation must be completed before the work order can be completed.
It is important in asset management to capture both estimated and actual time spent on each operation of a work order. When resources are identified on a work order, there is a time estimate of how long it takes to perform the work. In many cases, the extent of the work load is unknown until the work starts. Resource charging enables you to post actual usage time for persons, equipment, and miscellaneous materials for specific operations on a work order.
To charge resources, select an Operation, and then select Charge Time from the Select Row: list of values.
Choose Go.
Select a Resource Sequence. The Resource, Unit of Measure, and Quantity (reflects the number charged, normally in hours) default, based on the selected resource sequence and the resources associated with the work order. For information on Resource Sequence, Resource, and Unit of Measure, See: Defining Resource Requirements
You can change the resource at the operation level if no transactions have been recorded for the work order.
Optionally select the Work Performed Date to indicate the actual date the work was performed.
Optionally select the Person that performed the work.
Optionally select the Equipment used to perform the work.
Optionally select the Charge Department to identify which department is charged for the person or equipment usage.
You can display the list of values if the Person name or Equipment serial number fields are populated. The list of values displays all departments to which the person or equipment is assigned. If you enter a Charge Department manually, the system validates that the department matches the assigned department. If it does not, you will receive an error.
Optionally select a Reason code to indicate the reason the resource is used.
Optionally enter a Reference.
Choose Apply to save your work and return to the Work Order page.
Operations are scheduled to run in parallel, sequence, or through dependent steps. For example, Operation 20 is dependent on Operation 10; Operation 20 cannot be performed until Operation 10 is complete. Operations 30 and 40 run in parallel to each other. Operation 40 is independent; it can be performed at any time.
To add an operation dependency, select an Operation, and then select Add Dependency from the Select Row: list of values. After the dependency is added, you can view the dependency within
Choose Go.
Select the Dependent Operation.
Select the Dependency Type.
Optionally delete existing dependencies by selecting the Delete icon.
Choose Apply to create the dependency or Cancel to return to the Work Order page.
You can Complete and Uncomplete operations. After an operation is complete, you can perform an Operation Uncompletion. If an operation is dependent upon another operation, you cannot uncomplete the operation dependency if the current operation is complete. For example, operation 20 is dependent on operation 10 completing. You cannot uncomplete operation 10 after operation 20 is complete.
To Complete or Uncomplete an operation, select an Operation, and then select Complete/Uncomplete from the Select Row: list of values.
Choose Go.
The Actual Start Date and Time defaults; you can optionally update it.
Optionally enter a Reconciliation Code to describe why you are completing this operation. For example, Operation Completed or Operation Partially Completed.
Actual Duration identifies the total elapsed time of the work order. It is automatically calculated as the difference between the Scheduled Start and End Dates for the operation.
Optionally select a Reconciliation Code to describe why you are completing or uncompleting this operation.
Optionally enter a Reference.
Optionally choose Add to attach any necessary files, URLs, or text to the current operation. Each operation can have an unlimited number of attachments.
The Quality Plans region displays collection plans that are associated with the current asset number for the work order. When a collection plan is created, it is specified whether the collection plan requires completion. Triggers might have been specified to make specific assets eligible for the collection plan. See: Quality Integration Setup. If results entry is required for the collection plan, you are prompted to enter Quality results upon completing the Operation.
Optionally select the Enter Quality Results icon. Required data fields depend on the collection element specifications associated with the collection plan. See: Quality Integration Setup.
Optionally choose Add to attach any necessary files, URLs, or text to the current Quality results. Each results entry can have an unlimited number of attachments.
Choose Apply.
Choose Apply to save the results entry or Cancel to return to the Complete Operation page.
Optionally select the View Quality Results icon to view or update existing Quality results already entered. Select Return to Complete Operation.
Choose Apply to complete the operation or Cancel to return to the Work Order page.
Optionally update the operations for the current work order. These operations default from the maintenance route (See: Defining Maintenance Routes) associated with the current activity, but you can update and add to them (See: Preparing Work Order Operations).
Optionally select the Materials sub-tab to view or add items from the associated item list. When you enter a work order for an asset number, the associated activity attaches the required material (See: Setting Up Maintenance Bills of Material) and resources to complete its operations. The Inventory and Direct Item requirements appear. For Direct Items, the requirement entered in the work order, as well as the items directly procured in Purchasing that have not been received yet, are included in the display. You can update, add, view, and delete material requirements for a specific work order.
You can optionally request new inventory items.
Enter an operation.
Select an Item to search for and add a new inventory item.
You can search for new inventory items by using one of these options:
Item
Description
Cross Reference
Cross Reference Description
Manufacturer
Manufacturer Part Number
Query for the item to be added to the work order.
Click the Select radiobutton for the inventory item to be added.
Enter a required Quantity.
Select a Date Required. The system date and time defaults.
Optionally select a Supply type. You can optionally select a subinventory location and source locator for the material.
Optionally select whether an Auto Request Material value. If you select Yes, requisitions and purchase orders are created automatically for the current inventory item when the work order is released.
Optionally enter a Comment.
Select whether to include this Inventory Item in the MRP Net.
Click the Apply button to add the inventory item to the material requirements to the work order.
Optionally choose Request All to deliver all required material from stores to the work order. A material issue request is generated (move order in Inventory) to request the material associated with a work order. This process is automated upon the work order release, by selecting a check box in the Enterprise Asset Management Parameters (See: Defining eAM Parameters).
Choose Request to allocate the material requirements to the work order.
Click the Material Request Details button to view any associated material request information such as request number, quantity and status.
Optionally choose Copy From Asset BOM to update the BOM associated with the asset group with any items list changes (See: Setting Up Asset Bills of Material
Select the necessary Material, and then choose Apply.
Optionally choose One Step Issue. A one-step issue is a substitute for the Material Issue Request and Material Issue Verification activities; a separate request is not created.
Select the work order that you wish to issue material. It must be enabled for material issue requests. The current work order defaults. See: Routine Work Orders.
Optionally select the specific Operation to view results on existing One Step Material Issues that were issued to that operation. Operations existing within the selected work order are available.
Optionally select a specific Material if your query is to view existing One Step Material Issues.
Choose Go. All planned material appears in the Select Material(s) region. Planned material is material that exists in the material requirements. See: Defining Inventory Material Requirements.
Within the Select Material(s) region, optionally select unplanned Material (material not part of the material requirements) to issue to the current work order.
Select an Operation to issue the material. The UOM defaults to the current material.
Select the Quantity of the material that you are issuing to the work order.
Optionally select a Subinventory to pull the material from in Inventory.
If you previously selected a Subinventory requiring a Locator, select a Locator.
If the current material is lot controlled, select a Lot.
If the current material is serial controlled, select From and To Serial numbers.
Optionally select a Revision.
If the material is Rebuildable Inventory, optionally choose the Replaced Rebuild Details icon to specify the replacement Rebuildable Item information for the current Rebuildable Item. After selected, you can indicate the following within the Replaced Rebuild Details page:
Rebuild Item- defaults as the current Rebuild Item; you can update it.
Rebuild Serial Number - optionally enter if you know what serial number is coming out (for serialized rebuilds).
Rebuild Activity - the activity you want to associate with the created rebuild work order
Rebuild Work Order - the name of the work order created for the replaced Rebuildable Item
If you specify a replaced rebuildable item, a work order is generated for the replaced rebuildable item because it is most likely problematic and you can have it repaired. If a serial number is provided for the replaced rebuildable item, it is removed from the asset hierarchy and the configuration history is updated. If nothing is specified within the Replaced Rebuild Details page, the replaced rebuild defaults as the same rebuild item that you are issuing. A work order is created for the replaced rebuild item.
Optionally, select the Details Show-Hide toggle icon.
Optionally select a Reason for the current issue. Select the Date required for the material to the work order. Today's date and time defaults. Optionally enter a Reference.
Select the Select check box next to the lines for which you are issuing to the current work order.
Choose Issue.
You can optionally choose Request Item, within the Direct Items region, to add direct items to the material requirements for the work order.
Non-stock direct items can be included in the internal catalog, but the decision is made to not maintain an inventory balance. These items are not transactable, not stockable, but you can procure them. Direct items are either non-stock or description-based. Non-Stock Direct Items can represent items that are not stocked in inventory, or services that need to be purchased from a supplier. Non-Stock Direct Items are not stocked in inventory but are defined in the Item Master as an inventory item, purchaseable, and purchase but not stockable (See: Inventory Attribute Group).
Direct Items are contrived as "one-off", bought directly from a vendor for a specific work order and Operation. They are delivered directly to the Shop Floor from maintenance work order execution. See: Defining Direct Item Material Requirements. You can add Planned Direct Items to a work order BOM or an activity BOM. Planned direct items must first be created in the Item Master as Non-Stockable and Purchaseable inventory items (See: Non-Stock Direct Item Setup). A purchase requisition is optionally automatically created for these items, when the work order is released. See Inventory Attribute Group.
Select an Operation.
Select an Item Type.
Description Direct: This direct item type is not stored in Oracle Inventory.
Non-Stock Direct: This direct item type is stored in Oracle Inventory. The Stockable check box is cleared for the master item.
If you selected a Non-Stock Direct item type, select an Item. This field is disabled if a Description Direct item type was previously selected.
Enter a Description, if you previously selected a Description Direct item Type.
Enter a Date Required. The system date defaults.
Optionally enter a Purchasing Category. See: Setting Up Purchase Order Category Associations for Direct Items.
Choose Apply.
Optionally select Check ATP from the Select Material(s): list of values to check available to promise information for all selected Material.
Choose Go.
Optionally select Copy To Asset BOM from the Select Material(s): list of values, to copy any selected material to the asset BOM for the current asset number.
Choose Go. Both stocked and non-stocked inventory items are copied.
Optionally select the Update icon to update the current material requirement information.
Optionally select the Request More icon to request more of the current material requirement to the work order.
Optionally choose Delete to delete the current material requirement.
Click the Material Request Details button to view any associated material request information such as request number, quantity and status.
Optionally choose the Quality Plans sub-tab to view the work order details and operation specific Quality collection plans. The collection plans associated with the asset number appear. When a collection plan is created, it is specified whether the collection plan requires completion. Triggers may have been specified to make specific assets eligible for the collection plan. See: Quality Integration Setup.
Optionally select the Enter Quality Results icon. Required Data fields depend on the collection element specifications for the collection plan. See: Quality Integration Setup.
Optionally choose Add to attach any necessary files, URLs, or text to the current Quality results. Each results entry can have an unlimited number of attachments.
Choose Apply.
Choose Apply to save the results entry.
Optionally select the View Quality Results icon to view or update existing Quality results already entered. Select Return to Complete Operation.
Choose Update Work Order to update the current work order.
Optionally select the Requests sub-tab to view any service or work requests associated with the current work order.
Click the Request Number link to access the View Work Request page to view work request details.
Choose Assign to Work Order to associate the selected requests to the current work order.
Optionally select the Work Relationships sub-tab to manage work order schedules and view work order details. Work order relationships enable you to manage a network of related work orders, enabling you to manage complex projects, such as planned or facility shutdowns. The different relationships provide separate scheduling rules that are used to manage large projects. A Gantt chart enables you to manage work by displaying work order schedules and a summary of work order details. The drag and drop functionality for the Gantt chart enables you to manage schedules with ease. See: Work Order Relationships.
Optionally choose Update Work Hierarchy to view or update the Scheduling Relationship.
Select Create Child Work Order from the Select Work Order: list of values to create a Parent Child Relationship. See: Work Order Relationships.
Select Add Existing Work Orders from the Select Work Order: list of values to add Scheduling children to the current work order.
Choose Apply.
Optionally choose Shift Dates to shift the scheduling dates.
Optionally choose Remove to remove the selected work order from the hierarchy.
Optionally choose Update Alternate Cost Hierarchy to view or update the cost relationship. See: Work Order Relationships. You can optionally create child work orders, add existing work orders, and view cost information for the current cost relationship.
Optionally choose View Costs to view the cost information for the work order.
Click the Work Order link in the View All Relationships region to view work order dependencies.
Optionally select the Approval History tab to view the work order approval history.
A work order might require approvals or notifications at different stages of its lifecycle. For example, organizations typically want an approval process in place before a work order is released. Workflow automates this process. You can initiate Workflow to generate notifications, approvals, transactions, and update a work order status. You can enable the Workflow for Work Orders option within the eAM Parameters (See: Defining eAM Parameters). You can set up Business Events and Event Subscriptions (or use seeded events and subscriptions) within Oracle Workflow to indicate what events trigger Workflow. Seeded events that you can enable to trigger Workflow are: work order creation, work order release approval, work order completion, work order status change, operation completion. See: Setting Up Oracle Workflow, Setting Up the Business Event System, and Defining Work Order Statuses).
Optionally select the Preventive Maintenance tab to view PM information.
Enterprise Asset Management enables you to generate work orders automatically based on meter readings, runtime intervals, and calendar days. Preventive maintenance Activities reduce the probability of failure or degradation of the assets' physical conditions. These Activities are executed periodically, by usage, or based on the condition of an asset number (asset or rebuildable serial number). Meters are entered to measure any asset number that needs to be measured and periodically serviced, based on the measurement (See: Preventive Maintenance Overview).
Optionally select the Failure Information tab to view Failure Analysis information for this work order (See: Failure Analysis Overview).
Viewing Crew Schedules:You can perform a comprehensive view of schedules for persons by department or resource. Planners can determine their crews' workload details. Planners may also modify and change the resource workloads.
Navigate to the Crew Schedule page (Work Orders tab > Crew Schedule sub-tab).
Using the fields in the Search region, you can select the list of persons in which to view or update work loads. You can specify a date range for which person workload details appear.
Choose Go to display a list of persons, based on the results of the entered search criteria.
Entering Time for Multiple Work Orders:Resource transactions define the time an assembly spends at an operation and the cost you incur for an operation. There are two types of resources: person and machine. You can transact both person and machine resources. A resource is an person, piece of equipment, or contractor service, used to perform an operation. You can charge resources to a specific work order
You can enter time for one or multiple orders at once, using the Mass Time Entry page. See Also: Resource Transactions.
Navigate to the Mass Time Entry page (Maintenance Super User: Work Orders tab > Mass Time Entry sub-tab).
Select a valid work order.
Enter the Operation sequence of the work order routing to charge (See: Preparing Work Order Operations).
Enter the Resource sequence to charge (See: Defining Resource Requirements).
Enter the Quantity to charge.
Select a UOM to measure the quantity charged. This default value comes from the department setup for the current resource (See: Defining Departments and Resources).
Select a Person or Equipment resource to charge. You can add contingent workers as persons.
Select a Charge Department.
Optionally enter Resource Sequence, Reason, Reference, and Work Performed Date information in the Hide region.
Choose Apply to save your work.
Updating Work Orders:Navigate to the Work Orders page.
Enter a work order number.
Optionally, indicate whether you want to include the child assets associated with the work order.
Optionally select Yes in the Include Route Work Orders field to retrieve work orders that have asset route work orders.
Click the Go button.
Click the Update Work Order button.
Note: This function is available for those users with responsibilities and roles that include function, EAM_WO_DETAILS_MODE, with their associated menu. Otherwise, you can only view work orders, and cannot update associated asset hierarchy, work order hierarchy, material, resource, operation, cost, collection plan results, work request, and attachment information. See: Implementing Function Security, Oracle Applications System Administrator's Guide - Security.
Optionally update the work order information, such as:
Asset Number: You can change the asset number for manual (not PM) work orders with a status of Unreleased, Draft, and Released.
The activity of the work order may be removed if the new asset does not have the same activity associated to it. Removing the activity in the work order due to an asset number update does not delete the previously added material and resource requirements.
For Unreleased or Draft status: When you select a different asset number, all related information such as Department and WIP Accounting Class will be updated in the work order.
In addition, any cost estimates and failure information associated with the previous asset will be removed if it does not match the new asset. Further, the updated costs are reflected in the estimation pages for both the old and the new asset.
For Released status: Updating the asset number will have costing impacts such as the redistribution of asset costs for the completed transactions, and any failure information will be cleared during the asset update However, the WIP Accounting Class of the work order does not change.
In addition, the following conditions must exist in order to update the asset number:
No work order cost has been capitalized or billed.
No uncosted or pending transactions exist for the work order.
The period for the work order is Open.
Work order close variances for the period have not been created (unclosed work orders).
No quality results have been entered for the work order.
Target Start Date and Target Completion Dates: Target dates must be manually updated. You can change the values for these fields if the work order status is not Cancelled or Closed.
Important: Target dates are not updated if the work order scheduled dates are updated.
Department: You can change the department at the operation level if no transactions have been recorded for the work order.
Optionally select a Planner for this work order.
Status: You can change the status of the work order.
If the work order has a status of Complete and you change the status to Complete-No Changes, the system validates if there are any existing open purchase requisitions or purchase orders for the work order materials. You will receive an error message if there are any open purchase requisitions or purchase orders. You cannot complete or update work orders to Complete-No Charges if there are open purchase requisitions or purchase orders attached to the work order.
Optionally update the Work Order Type, Shutdown Type and Priority fields.
Click the Route Details icon to access the Work Order Route Details page.
See Managing Asset Routes at the Work Order Level for more information regarding the fields on this page.
Optionally update fields in the Additional Details region.
Optionally enter values for the Linear Details region.
See Creating Work Orders.
Optionally update fields in the Operations region.
Select the Yes or No option in the Completion Required field to identify this operation as a mandatory completion operation. The default value is No. You can change this option prior to operation completion. If the operation has been completed, the field is display-only.
Optionally select or hover over the paperclip Attachments icon to attach relevant documents, such as drawings, standard procedures, and reference guides. You can attach file, URL, and text attachments. If you want to view the attachments, hover or click the View button.
Note: The Estimate Number field is display-only and cannot be updated.
To update linear details for asset route work orders
Open the Linear Details region.
For linear assets that have associated route work orders, the Linear Details region contains any default active segments from the member assets.
Select a linear asset in the Asset Number column. This column displays for linear assets that have associated asset route work orders.
For non-segmented assets, the Segment Name and Segment Description fields are blank.
Select the appropriate check boxes for the rows that you want to delete, and click the Delete Segments button.
Click the Add 3 Rows button to add segments to the work order.
Save your work.
To assign persons or equipment to an operation for scheduling
Open the Operations region.
Select the operation in which to assign the person or equipment resource.
Select Assign Person from the Select Row: drop-down list.
Choose Go.
The header region displays information about the current work order and the specific operation. You can assign persons to a work order operation and work order resource. Person assignments result in the creation of new person or equipment instances that are assigned to the chosen Resource code and the creation of a new resource requirement. The Resource Details content, within the header, displays all information about the resource.
Using the fields in the Search region, you can search for persons, based on their eligibility or availability, and assign one or more to the work order. All persons who belong to the department for the current operation, and those who are assigned to the Resource code appear. The start and end times for the person default to the resource start and end time.
Optionally select a different department. Available departments are all departments within the current organization.
Additional Information: You can only view persons and their schedules from other departments; they are not available for assignment. If you want to assign persons from other departments, you can perform this within the Update Work Order page by adding another operation, assigning that department to it, and then accessing this Assign Person page.
Optionally select a Resource. All resources assigned to the department for the current operation are available.
You can change the resource at the operation level if no transactions have been recorded for the work order.
Optionally specify a date range for which person workload details are displayed.
Optionally select a person. All persons including contingent workers who are assigned to the work order operation are available.
Optionally select a Competence Type.
Optionally select a Competence.
Choose Go.
A list of persons appears based on your search criteria. You can view the availability information to decide which person should be assigned to the current operation.
Allotment: Total hours a person is available for work, based on shift and specified Date Horizon (From and To Date in the Search region of the Assign Person page).
Assigned Hours: Total time a person is scheduled for any work orders during the same Date Horizon. Assigned hours do not include work with a Complete-No Charges, Complete, Cancelled, or Closed status.
Available Hours: Allotted Hours - Assigned Hours
Assigned Hours: Total time a person is schedule for any work orders during the same Date Horizon. Assigned hours do not include work with a Complete-No Charges, Complete, Cancelled, or Closed status.
Assigned %: Assigned Hours/Available Hours
You can update the schedules for persons on existing work orders, or dissociate them using the links in this section. The region displays work orders across departments and organizations that a person is assigned to. If the work order is from a different organization, you cannot drill down or modify it.
Note: You can modify the schedule dates for persons only if the work order status is Firm.
Additional Information: You can update the start and end dates for the person within the previous Update Work Order page by selecting the Update Work Order link at the top of the page. You can also stagger start and end times for the person on the Update Work Order page, by adding a new person row and providing the staggered start and end times for the person.
The Assignment Details region displays a list of all the work orders (across departments and organizations) to which the person is assigned.
You can update the person schedules on existing work orders, or unassign the person using the links in this section. If a work order is from a different organization, you cannot drill down or modify it.
Note: You can modify the schedule dates for the person only if the work order status is Firm.
Select the Assign check box next to the person to assign to this operation.
Choose Apply.
Optionally click the Materials section to update material requirements.
Click the Material Request Details button to view any associated material request information such as request number, quantity and status.
Optionally choose Shift Dates to shift the work order dates forward or backward by a specified number of days. You can also enter a new scheduled start date or end date. All other work order dates, including operations, resource, and resource instance dates, are shifted and synchronized accordingly.
Optionally choose Estimate to estimate the work order costs. The newly updated estimated costs appear in the Content region.
Optionally choose Copy Work Order to copy all work order details, including asset number, activity, operation, resource, resource instance, and materials to a new work order. You can change any fields before creating the new work order.
Optionally choose Save to save the updated information, without exiting the current screen.
Choose Apply to save all updates and return to the Work Orders page.
Creating Handover Operations:You can hand over work to another department, if you are unable to finish it. In addition, you can also hand work over to a specific employee in another department.
Navigate to the Work Orders page.
Enter the work order number to which you want to create a handover operation.
Click the Go button.
Click the Work Order link, and the Work Order page appears.
Click the arrow in the Operations collapsible region of the page.
Select the radiobutton for the operation step that you want to hand over.
Select Handover from the Select: Row drop-down list, and click the Go button.
The Handover page appears. Note that the original operation information displays.
Enter a value in the New Operation field or accept the default value.
Enter a description for the new operation.
Select the Assigned Department that will perform the handover work.
Enter a value in the Duration (hours) field.
Optionally select a Reconciliation Code.
Select a Shutdown Type.
Select Yes or No in the Completion Required field.
Optionally click the Attachments button to add attachments to the operation.
Revise the Resource Details as necessary.
Note that the default resource values appear and come from the original operation.
Click the Apply button.
Using Microsoft Projects to Change Work Order Dates:You can use Microsoft Projects to change the dates on asset work orders. You may want to use this feature to perform 'what if' scenarios without actually changing the data in Oracle eAM. After you have made revisions to the dates associated with the work order, you can import the revised data back into Oracle eAM.
Note: You can use Microsoft Projects 2003 with this feature.
By using this feature, you can:
Export the work order data in an XML format into Microsoft Projects.
Change the dates associated with the work order.
Note: You can only change the dates associated with tasks associated with a work order. You cannot change or add resources.
View Gantt charts reflecting the date changes while creating and updating the tasks.
Access multiple views of the revised schedule such as resource graphs, resource usage charts and so on.
Print the revised reports and views.
Import the revised work order data back into Oracle Enterprise Asset Management.
To use Microsoft Projects to change the dates associated with a work order:
Navigate to the Work Orders page and query for the asset work order to which you want to make changes.
Click the Go button.
Select the radiobutton for the work order, and then click the Export Schedule button.
On the Export Work Orders page, select Microsoft Project in the Target System field.
Select the check box for the work order, and click the Apply button.
Click the Open button to edit the file immediately, or click the Save button to save the document and edit it at a later time.
Open Microsoft Projects and then select the document.
Make your date changes in Microsoft Projects.
Review the changes and when you are finished, save the project.
Access the Work Orders search page and click the Import Schedule button.
On the Import Work Orders page, select the file that you revised and now want to import.
In the Select Source System field, select Microsoft Project, and click the Go button.
Click the Apply button to import the revised data.
Using Primavera to Change Work Order Dates:You can also use Primavera to change the dates on asset work orders. You may want to use this feature to perform 'what if' scenarios without actually changing the data in Oracle eAM. After you have made revisions to the dates associated with the work order, you can import the revised data back into Oracle eAM.
Primavera retains any work hierarchy and parent-child relationships that may exist in Oracle eAM.
Important: You can export only person resources to Primavera.
Field Mappings from Oracle eAM to Primavera
| Oracle eAM | Primavera |
|---|---|
| Work order scheduled start and end dates | Start and Finish milestones |
| Operations | Activities |
| Departments and Resources on an operation | Roles (concatenated) |
| Resources (persons) | Resources |
| Parent-child relationships | WBS relationships |
By using this feature, you can:
Export work order data in an XML format into Primavera.
Change the dates associated with the work order.
Note: You can only change the dates associated with tasks associated with a work order. You cannot change or add resources.
Import the revised work order data back into Oracle eAM.
To use Primavera to change work order dates:
Navigate to the Work Orders page and query for the asset work order to which you want to make changes.
Click the Go button.
Select the radiobutton for the work order, and then click the Export Schedule button.
On the Export Work Orders page, select Primavera in the Target System field.
Select the check box for the work order, and click the Apply button.
Click the Open button to edit the file immediately, or click the Save button to save the document and edit it at a later time.
Open Primavera and then select the document.
Make changes to the work order dates.
Save your work in Primavera.
Access the Work Orders search page and click the Import Schedule button.
On the Import Work Orders page, select the file that you revised and now want to import back into eAM.
In the Select Source System field, select Primavera, and click the Go button.
Click the Apply button to import the revised work order schedule.
Managing Statuses for Mass Work Orders:You can update and manage the status of multiple work orders at the same time.
To manage work order statuses for mass work orders
Navigate to the Work Orders page (Maintenance Super User > Work Orders).
Select values for one or more of the following fields:
Work Order
Asset Number
Asset Group
Status
Start Date From and To
Click the Go button.
Select the radiobutton for the specific work order.
Click the Mass Manage Work Order button, and the Work Order Mass Management page appears.
Select the work orders to which you want to change status.
Select the status in the Update Work Order Status To drop-down. The following indicates the valid status changes:
| Current Status | Status Can be Changed To |
|---|---|
| Draft | Unreleased, On Hold, Released, Cancelled |
| Unreleased | On Hold, Released, Cancelled |
| On Hold | Released, Cancelled |
| Cancelled | On Hold, Unreleased, Released |
| Released | Unreleased, On Hold, Cancelled, Complete, Complete No Charges |
| Complete | Released, Complete No-Charges |
| Complete No-Charges | Complete |
Click the Submit button.
The system runs the Work Orders Mass Management - Status Update concurrent program.
A confirmation message appears on the page.
If any errors (failures) occurred, a log message appears with the reason for the error.
Printing Work Orders:After you receive the list of work orders from the Work Order Search page, you have two options to print the work order:
A Print Work Order icon at the work order level enables you to print a selected work order
The Print Work Order button at the Result table level enables you to print multiple work orders.
Both options navigate to the Work Order Report page.
Navigate to the Work Orders page (Maintenance Super User > Work Orders).
If you choose the Print Work Order icon at the work order level from the Search page, only one work order appears. If you choose the Print Work Orders button from the Search page, a list of work orders appears. You can then selectively specify the work orders or select all work orders to print.
The Select Parameters region provides print content options. Items that are checked are printed.
The report can include information such as:
Quality Plans with results: Entered for Operation Completion and Work Order completion transactions.
For Asset Route Work Orders: Member asset details associated with the asset route work order, quality plans and results entered for the member assets.
For Linear Asset Work Orders: Linear details including segment details scheduled and actual measure values.
You can select a work order print template. Maintenance Work Order Report and Maintenance Work Order Report With Summary are the seeded templates. See Maintenance Work Order Report With Summary for more information.
You can also define XML templates.
Select a language from the Locale list of values to specify the language to print.
Select a Format for the work order print. The supported formats are: EXCEL, HTML, PDF, and RTF.
Click the Run button to print your work orders.
Printing Work Packets Using Autovue:eAM enables users to print work packets which contain one or more work orders along with the file attachments. You can use Autovue to specify the category of work order attachments to be printed.
Important: The FND Attachment AutoVue Server profile option must be enabled to use this feature. See eAM Profile Options.
You can also print work packets using the Enterprise Asset Management responsibility. See Maintenance Work Order Package Print with Autovue.
To print a work packet
Navigate to the Work Orders page (Maintenance Super User > Work Orders).
Enter the asset for which you want to print.
Access the Print Work Orders page (Print Work Orders button or Print Work Order icon at WO level).
Select the work orders to be printed.
Under Parameters section, select at least one of the following File Attachments type categories:
Note: Only files with Attachment types selected are printed with the Work Order Details Report using the Autovue server.
Miscellaneous Attachments
Asset Attachments
Maintenance Job Attachments
Routing Attachments
Work Request Attachments
Click the Print In AutoVue button to open a print pop-up.
Important: This button and the File Attachment type check boxes are visible only if the Fnd Attachment AutoVue Server profile is set.
The Print pop-up shows all the printers installed and configured on the Autovue server machine.
Enter values in the Printer, Paper Size, and Orientation fields.
Click the Print and Close button.
Completing Work Orders:Enterprise Asset Management work orders are created against assets. They are defined manually, or generated automatically based on a scheduled activity. If you attach a manually created work order to an activity (normally the role of a Planner), the work order inherits the activity attributes, such as the asset BOM, asset route (operations), attachments, quality plans, cost information, and scheduling rules.
The operations within a work order do not need to be complete to complete a work order unless the operation has been defined for mandatory completion before the work order can be completed. (See Creating Work Orders for more information.)
However, the date you complete a work order must be greater than (later) or equal to the end date of the operation that has the latest end date. In addition, the date you start a work order must be earlier than or equal to the start date of the operation with the earliest start date. You can uncomplete a work order after it is completed to transition it to a Released status (See: eAM Work Order Statuses).
Planners or Crew Supervisors can complete or uncomplete work orders, using the Maintenance Workbench (See: Using the Maintenance Workbench) or from the Work Orders tab in Maintenance Super User. After completing a work order, the completion transaction record is created with your electronic signature (User Name). A record is created with this signature, during completion, for any mandatory collection plan results or mandatory meter readings, as well.
Note: You can complete associated work permits at the same time that you complete work orders. However, the associated work permit must have a status of Released or a user-defined equivalent.
Navigate to the Work Orders page.
Enter a work order number.
Choose Go.
Click the work order link or click the Update Work Order pencil icon.
Click the Complete Work Order button.
You can change the status of the work order.
If the work order has a status of Complete and you change the status to Complete-No Changes, the system validates if there are any existing open purchase requisitions or purchase orders for the work order materials. You will receive an error message if there are any open purchase requisitions or purchase orders. You cannot complete or update work orders to Complete-No Charges if there are open purchase requisitions or purchase orders attached to the work order.
Enter a duration value: Actual Duration or Actual Start Date and Time. The Actual Start Date and Time defaults as the system date, but you can optionally update it. The value that you do not enter is automatically calculated.
Actual Duration identifies the total elapsed time of the work order. It is automatically calculated as the difference between the Scheduled Start Date and Scheduled End Date.
The Target Start Date and Target Completion Date fields are read-only.
Optionally enter a Reconciliation Code. This is a simple description of why you are completing this work order, for example, Work Order Completed or Work Order Partially Completed.
The Asset Number column appears in the Linear Details region.
The Linear Details region appears for work orders created for linear assets.
Optionally click the Add 3 Rows button to add linear detail lines.
Oracle Quality collection plans associated with the current work order and requiring completion appear in the Quality Plans region.
When the collection plan was created, it was specified if the collection plan required completion. Also, during the Enterprise Asset Management collection plan creation process, triggers might have been specified to make only certain assets eligible for the collection plan. See: Quality Setup.
Required fields are dependent on the collection element specifications for the collection plan See: Quality Setup.
Open the Meters region to enter readings for meters associated with this asset number. Readings for meters defined as mandatory must be entered. You can optionally enter non-mandatory readings.
At work order completion, meter readings are mandatory for work orders generated by the Preventive Maintenance scheduling engine. After a work order is completed, meter readings are required for all runtime interval meters associated with the asset number in the Preventive Maintenance scheduling definition. See: Preventive Maintenance Scheduling.
If there is a meter associated with this asset number, you are prompted to enter a Current Reading or a Reading Change. If you enter a Current Reading, the Reading Change default value appears. If you enter a Reading Change, the Current Reading default value appears. See: Entering Meter Readings.
Enter Reset Reading value to indicate that you would like to Reset the Current Reading.
Open the Operations region to review or revise operations before completing the work order.
The Completion Required column appears in the Operations region of the page. This information indicates if any operations require mandatory completion prior to the work order being completed. This field is display only.
Note: If you attempt to complete a work order before performing the required operation completion, you will receive the following error message: Please complete the required operations before work order completion.
Open the Failure Information region to enter Failure Analysis information (See: Failure Analysis Overview). The Failure Information region appears if the Failure Code Required value is set to Yes, within the Failure Set definition (See Defining Failure Codes and Sets).
Failure information entry is mandatory during work order completion if the Failure Entry Required check box was selected when this work order was created. However, if the Failure Entry Required check box is was clear, you can still enter failure information at work order completion (See: Creating Work Orders).
Choose Apply to complete the work order.
Adding Completion Details to Work Orders:You can add completion details to existing work orders by clicking the Debrief Work Order icon from the Work Orders page.
Navigate to the Work Orders page, and select an existing work order.
Click the Debrief Work Order icon for the work order to which you want to add completions information.
The Target Start Date and Target Completion Date values are display only.
The Linear Details region appears when you are completing a work order for a linear asset.
Click the Show Details link to enter additional linear asset segment information. See Using the Linear Workbench for more information.
Optionally modify the following linear asset details such as:
Actual From Measure
Actual To Measure
Actual Length
Expand the Resource Reporting section to add resource information associated with persons (including contingent workers) and equipment.
Expand the Material Reporting section to add material information.
You can manually add material to the operations, add the material to an asset BOM, copy the material associated with the asset BOM, and view on hand quantity.
Note: If you are adding material information for an Express Work Order, bear in mind that the material was issued out of inventory when you created the work order, and you are simply reporting these actions. Therefore, no allocations are necessary.
When you are finished, click the Save button to save your changes.
Click the Apply button if all the information associated with the work order is complete.
If you are using electronic reporting and electronic signatures (ERES), a notification will be generated after clicking the Save or Apply buttons.
The ERES flow is identical to the flow associated with the Complete Work Order page.
Uncompleting Work Orders:Navigate to the Work Orders page.
Enter a work order number (with a Complete status).
Click the Go button.
Choose the Complete Work Order value from the Select Work Order action drop-down list.
Click the Go button, and the Uncomplete Work Order page appears
The Released status default value appears, but you can select a different status in the drop-down list.
Choose Apply to uncomplete this work order.
When you uncomplete a work order, entered failure information is not reversed. However, when you re-complete the work order, you can update your failure information.
