Operations (also known as tasks) are the instructions to perform maintenance activities. 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 asset number's associated activities and related maintenance route to work order. (See: Defining Maintenance Routes) 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.

   To prepare operations:

1. Navigate to the Select work order window (work order Details > Operations).

   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.

2. Select a work order.

3. Click the Continue button.

   Operations can be scheduled to run in parallel, sequence, or through dependent steps. In the screen shot below, for example, Operation 20 is dependent on Operation 10, since there is a line connecting the operations; 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.

4. Choose the Operation icon, then click the header to display the New Operation window.

   1. Optionally enter or update an operation sequence, or let it generate for you, according to your profile setup (See: Item and Operation Sequence). Operations are generally assigned in increments of ten, enabling you to insert additional steps.

   2. Optionally enter a Description for this operation.

   3. Optionally to copy or reference standard operations into a routing, select an Operation Code. If you use a standard operation code, the operation information for that code is copied into the current operation. You can then update that information (See: Creating a Standard Operation).

   4. Select an Assigned Department.

      The assigned department identifies the role responsible for performing the task.

   5. Select a scheduled Start Date for this operation to base on a forward schedule.

      The Enterprise Asset Management scheduling process uses the scheduled start date as a starting point to calculate the duration of the operation, based on the resources and material. If the material and resources are not available by this date, the scheduling process moves the start date of the work order forward. The planning process uses the scheduled start date to recommend creation of purchase orders for the material (See: Overview of Planning and Scheduling).

   6. Select a scheduled Completion date for this operation to base on a backward schedule.

      The Enterprise Asset Management scheduling process uses the scheduled end date as a starting point to calculate the duration of the operation, based on the resources and material. If the material and resources are not available by this date, the scheduling process moves the completion date of the work order backward. The planning process uses the scheduled completion date to recommend creation of purchase orders for the material (See: Overview of Planning and 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 Manufacturing Scheduling enabled (See: Overview of Setting Up, Oracle Manufacturing Scheduling User's Guide). Otherwise, the WIP scheduler calculates the dates.

   7. Optionally select a Shutdown Type to help the planner group work orders that may require shutdowns.

      When the work orders are grouped, they are planned together.

   8. Click the OK button to return to the Operations window.

      The operations entered in the previous window appear at the bottom of this window. Scroll over to the far right field.

      The Duration identifies the duration of the operation and is measured in hours. You can manually enter this, or let it calculate as the difference between the estimated Start Date and estimated End Date.

5. After all necessary operations are entered, you can create dependencies as necessary.

   Optionally choose the Connect icon to connect dependent operations. After chosen, you can draw a line between dependent operations.

   You might need to move operations around. Optionally choose the Drag icon to move an operation.

6. Optionally choose Dependencies to set dependencies between operations.

   For example, Operation 30 is dependent on Operation 10 completing.

7. Optionally choose Materials to view or update the associated items list for the current operation (See: Setting Up Maintenance Bills of Material and Defining Inventory Material Requirements).

8. Optionally choose Resources to view or update the resources assigned to the current operation.

   If you select the Scheduling tab, for each resource operation, you can choose if it is included in scheduling.

   You can schedule at the resource level within an operation. See: Defining Resource Requirements.

   • Select Yes or No from the Scheduled list of values.

   Note: You can view work order operations in a view-only mode. See: Viewing Work Order Operations.