Define Activity Type
Explanation
This activity is used to define activity types for
Scheduling. To do this, the work types defined in IFS/Service and
Maintenance/Basic Data/Work Order and PM Basic Data should be set up as scheduling activity types. The following
scheduling information can be defined per activity type:
- A scheduling value per hour. This value will be
used in the activity base value calculation, i.e., the base value per hour
will be multiplied by the default duration and any relevant weightings, to set the base value for the
activity. Note: If the base value is set to zero, work tasks defined
with
the work type will not be scheduled in the Scheduling Engine.
- An Initial base value. If the initial base value is provided for an
Activity Type this value will be added to set the total base value for the
activity. The total base value will then be calculated as ((Initial
Base Value + (Base Value per Hour)) multiplied by
the activity duration) multiplied by any relevant weihtings. It is optional
to define an Initial Base Value for an Activity Type.
- A default buffer time in hours and/or as a
percentage. The default buffer time is added to the execution time when
calculating the available time window, for work tasks for which a
latest finish, SLA latest finish or planned finish date is specified. The buffer
time is calculated to the highest value of the buffer time or buffer
percentage multiplied by the work task duration.
- The duration in hours for the default primary scheduling
type and/or default secondary scheduling type for the work tasks defined
with the work type. If a work task is missing the primary or secondary scheduling type, the
default primary or secondary scheduling type which is defined per dataset will be
assigned to the work task. For such work tasks, or when the scheduling type
duration cannot be calculated from the current work task dates, the
duration entered for the default primary scheduling type or the default secondary
scheduling type
will be used to calculate the duration of the primary or secondary
scheduling SLA
window.
- The Availabilities defined in Scheduling Basic Data/Appointment can
be connected to a work type, so that the default data required in
Appointment booking functionality is taken from this Availability.
- The default setting for the Allow
Multiple Visits field that will be defaulted on the Work Task for the
defined Activity Type. If this checkbox is selected, the Activities with this Activity
type should be allowed to be split into multiple visits. If the activity
spans over a longer duration it can be split up between break-type
activities and shifts in the resource schedule.
- The Display Color setting is used to set specific colors for different
activity types and to be able to distinguish the different activty types in
the Scheduling Workbench by color. To use this it
is required to select the option Colour activities by.. Activity
type in the Scheduling Workbench - Workspace.
Prerequisites
- The company must have been set up in
IFS/Enterprise.
- Work types must have been defined in the Work Order and PM Basic
Data/Work Types tab.
System Effects
As a result of this activity, the activity types which
are to be scheduled are defined.
Window
Scheduling Basic Data
Related Window Descriptions
Scheduling Basic Data
Scheduling Basic Data/Work Task
Scheduling Basic Data/Work
Task/Activity Type
Procedure
- Open the Scheduling Basic Data
window.
- Click the Work Task tab and then
click the Activity Type sub tab.
- Verify that the correct company is in use. If not,
right-click and click Change Company to change the company.
- Create a new record (F5).
- In the Work Type field, enter the work type
that is to be used as an activity type. Use the List of Values to select a
valid value.
- In the Base Value per Hour field, enter the
scheduling value for the activity. If a value is not entered in the field, when saving, 1000 is
entered by default.
- In the Buffer Time (Hours) field, enter the
default buffer time in hours. Entering a value in this field is optional.
- In the Buffer Time (%) field, enter the
default buffer time as a percentage. Entering a value in this field is
optional.
- In the Scheduling Type (Primary) Duration Hours
field, enter the duration in hours for the default primary scheduling type.
- In the Scheduling Type (Secondary) Duration Hours
field, enter the duration in hours for the default secondary scheduling type.
- In the Availability field, enter an Availability id already
defined in Scheduling Basic Data/Appointment. Entering a value in this field
is mandatory.
- In the Displaceable Until Days field, enter the number of days
prior to the Primary Scheduling Type End where the Work Task activity may be
displaced by Appointments.
(E.g. If Displaceable Until Days has been set to 20 days, then the Work
Task activity may be displaced until 20 days are remaining to the Primary Scheduling
Type End. If Displaceable Until Days has not been set the Work Task will
not be displaced.)
- In the Allow Multiple Visits field select if Activities
with this Activity type should be allowed to be split into multiple visits.
If the activity spans over a longer duration it can be split up between
break-type activities and shifts in the resource schedule.
- In the Min. Visit Duration (Hours) field enter the minimum duration that a
scheduled visit is allowed to have. If the value is set to 1 hour the visits scheduled by PSO cannot be less in duration than 1 hour. It is recommended to set this to a value greater than 0.
This is only tvalid if Allow Multiple Visits is set as
true for the activity type.
- In the Scheduling Cost of Split field enter the cost
applied by the scheduling engine when splitting an activity into two visits.
Each split of an activity will get this cost applied. This is only valid if
Allow Multiple Visits is set as true for the activity type.
- In the Display Color field set the display color for
the work task activites of the particualr activity type to be visualized in
the Scheudling Workbench.
- Save the information (F12).