Using the Maintenance Workbench, a planner can mass release and mass complete work orders. You can set the EAM: Mass Complete work orders at system date profile option to perform a mass completion for work orders with past and future scheduled completion dates, with a default value of the System Date using the Maintenance Workbench. See Profile Options, Oracle Enterprise Asset Management Implementation Guide.

You cannot complete mass work orders that have mandatory meter readings and mandatory quality plans associated with a work order (See: Work Order Completion). A planner can also procure direct items (See: Overview of Direct Item Procurement for eAM Work Orders) for work orders, without having to leave the Maintenance Workbench. You can generate work orders from suggested work orders, manage work order required material, resources, and update work order operations as necessary.

You can forecast multiple assets at once. You can select multiple assets to forecast, and then execute the forecast. After execution, you can create a work order, associate the work order with a project and task for capital expenditures, and associate the work order with a parent work order. This is useful for shutdowns. When an organization knows that they will be shutting down a portion of their plant or facility, they can add the preventive maintenance work orders to the shutdown and using Oracle Projects, capitalize the costs into fixed assets.

   To use the Maintenance Workbench:

1. Navigate to the Maintenance Workbench page (Enterprise Asset Management > Work Order Planning > Maintenance Workbench).

2. You can narrow your data selection using any of the fields available. For example:

   • Asset Owning Department: Use this field to filter results based on forecasts.

   • Owning Department: Use this field to filter results based on work orders.

3. Choose Launch.

4. Optionally in the Maintenance Workbench pane, select the Results (Capital) tab, Results (Rebuildable Inventory) tab, or the Forecast Work tab.

   Selecting the Results (Capital) tab displays asset number information (See: Defining Asset Numbers) in a tree structure format. If you expand the Results (Capital) branch, the tree details asset number information into three lower branches, including All Assets, Assets With Work, and Routes.

   • All Assets: All assets, associated with the data selection entered in Step 2, appear under the expanded All Assets branch.

   • Assets With Work: All assets with work orders (See: eAM Work Orders), associated with the data selection entered in Step 2, appear under the expanded Assets With Work branch.

   • Routes: All assets with an associated asset route (See: Defining Asset Routes), associated with the data selection entered in Step 2, appear under the expanded Routes branch.

   Selecting the Results (Rebuildable Inventory) tab displays rebuildable item information (See: Defining Rebuildable Items) in a tree structure format. If you expand the Results (Rebuildable Inventory) branch, the tree details rebuildable item information into three lower branches, including All Rebuildables, Rebuildables with Work Orders, and Instance Numbers.

   • All Rebuildables: All rebuildables, associated with a rebuild work order, appear.

   • Rebuildables with Work Orders: All rebuildable items with work orders (See: eAM Work Orders), associated with the data selection entered in Step 2, appear.

   • Instance Numbers: All Instance Numbers appear.

   Selecting the Forecast Work tab displays the Forecast Work Orders window, associated with asset number information in the Maintenance Workbench pane. You can forecast and/or implement for multiple assets at once. If you expand the Forecast Work branch, the tree details asset number information into three lower branches, including All Assets, Assets With Work, and Routes.

   • All Assets: All assets, associated with the data selection entered in Step 2, appear under the expanded All Assets branch.

   • Assets With Work: All assets with work orders (See: eAM Work Orders), associated with the data selection entered in Step 2, appear under the expanded Assets With Work branch.

   • Routes: All assets with an associated asset route (See: Defining Asset Routes), associated with the data selection entered in Step 2, appear under the expanded Routes branch.

   1. Enter a Cutoff Date to indicate how far out you would like the work orders to be created from the suggested dates.

      The Horizon defaults as the difference between the Start Date and Cutoff Date.

   2. Optionally select a Set Name.

      If a Set Name (See: Defining Set Names) is entered, the Simulate and Run buttons are enabled. If you select Simulate, then you cannot implement work orders. If Run is selected, you can implement work orders only for forecasted suggestions from default. The Default check box is selected in the Preventive Maintenance (PM) Schedule definition. See: Entering Preventive Maintenance Schedule Definitions) PM Schedules in the current PM Set; default PM Schedules are chosen from that PM set for work order generation.

   3. Optionally select the Include Run To Failure check box to indicate that the scheduling process should include suggested Work Orders for Run To Life asset number and activity associations.

      If this check box is cleared, manual work orders can be created. Run To Life items are typically items that cost more to maintain than the item itself. For more information on Run To Life items, See: Preventive Maintenance Scheduling.

   4. Choose Run to generate work order suggestions for the specified date period.

      The Expected Start Date is calculated if you are using backward scheduling, and the Expected End Date is calculated if you are using forward scheduling (See: Information on the Rescheduling Point region in Preventive Maintenance Scheduling).

   5. Optionally choose Implement to release the selected (indicated by the check box on the left side of the window) forecasted work orders.

      The work orders are created at the status specified in the Preventive Maintenance Schedule definition. (See: eAM Work Order Statusesand Preventive Maintenance Scheduling).

   Note: You can Forecast Work for assets, but not rebuildable items.

5. If you selected the Results (Capital) or Results (Rebuildable Inventory) tab, you can optionally, choose Operations to view the tasks associated with a specific work order.

   You can view and update the material and resources associated with a specific operation (See: eAM Operations and Tasks).

6. Optionally choose Materials to view and update the material requirements associated with a selected work order (See: Defining a Material Requirements Plan Name).

   1. Optionally you can view or update the current work order's associated asset number's items list by choosing Select Materials. The current asset number's associated Asset BOM items are available to add to the required material. See: Setting Up Asset Bills of Material.

   2. Optionally choose Direct Item to select direct items from supplier catalogs, create requisitions, and add them to your items list.

      Direct Items are one time non-inventoried items that are purchased directly from a supplier. Oracle Self Service Purchasing defaults the work order number and operation number, as well as the class code information for correct expensing. After you choose Direct Item, the current work order and operation reference values are passed to the requisition created using Self Service Purchasing. If the work order is project related, then the project and task information is captured in the purchase requisition (See: Overview of Direct Item Procurement for eAM Work Orders). You can exit Self Service Purchasing and return to the Maintenance Workbench by selecting Return To Portal.

      Note: Upon re-inquiry of this work order, the Direct Items region reflects any Requisition and Purchase Order details.

      Note: You must have Oracle Self Service Purchasing installed for this functionality. You can purchase direct items from a Requisition or Purchase Order window if you have Oracle Purchasing installed (See: Entering Purchase Orders for Direct Items).

   3. Choose Copy to Asset to dynamically update the BOM associated to the Asset Group with any items list changes (See: Setting Up Asset Bills of Material).

7. Optionally choose Resources to view, update, add, or delete resource requirements for a selected work order (See: Defining Resource Requirements).

   • Optionally choose Instances to view or update a list of specific people or equipment assigned to this resource. The Person tab displays persons grouped in specific roles. The Equipment tab displays similar types of equipment grouped by resource. You can define specific machines to any of your machine type resources and you can define specific employees to any of your labor type resources. When a resource has instances defined, you can view the resource capacity and load in the Scheduling Workbench (See: Using the Scheduler Workbench).

     For example, you can define all machines belonging to the resource, GRINDERS. An individual grinder machine can then be a specific resource requirement and scheduled, and can have a unique capacity definition.

     This information defaults from your current resource definition. You can only add persons and equipment that are associated with the current resource.

8. Optionally select the Complete button to complete a selected work order (See: Work Order Completion).

9. Optionally select the Open button to open the work order details of a specified work order See: eAM Work Orders).

10. Optionally select the Requests button to view all open service and work requests for the current asset number.

    Note: You can view work requests for assets, but not rebuildable spares. The Results (Capital) tab must be selected to view work requests.

11. Optionally select the Mass Release button to release multiple work orders at once. Work orders at the status specified in the Preventive Maintenance Schedule definition appear. See: Preventive Maintenance Scheduling.

    Select the check boxes next to the work orders to release, then choose Release. Because you cannot complete mass work orders that have mandatory meter readings and mandatory quality plans associated, you cannot release the work order if these conditions exist.

12. Optionally choose Mass Complete to complete multiple work orders at once (See: Work Order Completion and eAM Work Order Statuses). Choose Complete to complete all work orders selected.

13. Save your work.