Allocate Resource
Explanation
Use this activity to allocate maintenance employees and/or tools an facilities
required to execute a work order and/or work order operations.
This activity is typically used when;
- Allocating a maintenance employee to execute a work order.
- Allocating one or several maintenance employees to execute a work order
operation
- Allocating one or several tool and facilities required to execute a work
order
- Allocating one or several tool & facilities required to execute a work
order operation
Prerequisites
- Maintenance organizations must be defined Organization Basic Data.
- Maintenance employees must exist in Organization
Basic Data.
- Tools and facilities must exist in Tools &
Facilities Basic Data.
- Execution time and/or planned hours , planned men must be defined in on
the work order/work order operation.
- Planned hours and planned quantity must be defined on tool/facility rows.
System Effects
Allocating a maintenance employee to work order
As a result of this activity,
the entire work order will be allocated to a single maintenance employee. A work
order level allocation will be created using a default operation with the
operation no "0" (which is hidden and hence not visible from the
operations tab) and also an allocation with Allocation From and Allocation To will be created against the
selected employee and the selected work order. The work order will be set
to Operations follow Work Order Status. Furthermore the
allocated
employee signature will be set in
Executed by, the
Fixed Executed by flag
will be checked and the selected start date of the allocation will be inserted
into the Fixed Start Date. If there are
operations present on the work
order these will also be allocated to the executed by on the work order. These
allocations will however not receive any Allocation From and Allocation To
or any Allocated Hours since all the allocated hours will be allocated to the default
work order operation no "0"
(again please note that the default operation "0" and its allocation will no be
visible from the operations tab).
Allocating one or several maintenance employees to
execute a work order operation
As a result of this activity, one or several multi-line
level allocations with an Allocation From and Allocation To will
be created against the selected employee/employees and the selected operation.
Allocating one or several tool & facilities required to
execute a work order or a work order operation
As a result of this activity, one or several allocations with Allocation From and
Allocation To will be created against the selected tool & facility and the
selected work order/operation.
Window
Allocate Resource
Related Window Descriptions
Allocate Resource
Resource Allocation Search
Legend
Procedure
Follow this procedure to allocate a maintenance employee to a work order or a
route work order:
- Right-Click on a record in Active Work Orders, Active
Routes or on the header in Service Request,
Prepare Work Order, Report in Route window and select
Allocate Resource… .
- This will open the Allocate Resource… dialog.
- Maintenance employees that matches the criteria’s of the selected work
order will now be displayed in the lower pane together with their current
schedules and allocations. If there are operations defined on the work order with
multiple different Maintenance Organizations, Teams or Crafts defined then the
work order operations must be allocated to
several different employees and the work order can therefore not be
allocated to one single maintenance employee. However if the operations all
have the same Maintenance Organizations, Teams or Crafts
defined, then it will be possible to allocate
all the operations to one single maintenance employee selecting the
option "All".
- Select the work order allocation and drag it to the desired slot in a
resource's schedule.
- In order to adjust the duration of the allocation, select the allocation
drag either of the ends of the allocations to extend the allocation
backwards or forwards in time.
- If there is no maintenance
employees available in the Maintenance organization and/or Team
specified on the work order that matches the Craft, License
and/or Competency requirements for the work order, the user can press
the search button and in the search dialogue and modify the search criteria
in to search in other Maintenance organizations/Teams and or
to change the Craft/License/Competency requirements.
(For more detailed information on how to change the search criteria's see
instructions in section "change search criteria" below.)
- If the Requested Start, Late Start, Fixed Start or
Requested Finish has been set on the work order and there
is no available time slot that complies with these
dates, then the user may search again by pressing "Search" button and ticking the checkbox "Ignore Constraints. This action
will disable the constraining dates.
- If there is no Employee available with a free slot in his/her schedule
or according to schedule, then the user may search again by ticking the
checkboxes "Show All" and/or "Exclude Schedules"
"Show All" will show all
Employees even tough they are already busy during
the time. "Exclude Schedule" will show all Employees even tough they might
not be available according to schedule or do not have a valid schedule
during that time.
- Click Save.
The work order will be set to Operations follow Work Order
Status. Furthermore the allocated employee will be set in Executed by, the
Fixed
Executed by flag will be "checked”
and the start time of the allocation start will be inserted into the Fixed Start
Date. A work order level allocation
will be created using a default operation with the
operation no "0" and also an allocation with Allocation From and Allocation To will be created against the
selected employee for the selected work order. If there are operations present on the
work
order these will also be allocated to the executed by on the work order. These
allocations will however not receive any Allocation From and Allocation To
or any Allocated Hours since
all the allocated hours will be allocated for the default work order operation no "0".
Follow this procedure to allocate one or several maintenance employees to a work
order
operation:
- Right-Click in the header of Service
Request or Prepare Work Order or select one or several an individual
operations in the Job/Operations tab or the Operations tab in
Prepare Work
Order and select Allocate Resource… .
- The Allocate Resource…
dialog will
open.
- Maintenance employees that matches the criteria’s of the selected
operation's will now be displayed in the lower pane together with their
current schedules and allocations.
- Select the operation allocation/allocation's and drag it to the desired
slot in a resource's schedule. (If there is a requirement for multiple
persons the several bars will appear, the user will then have to drag and
drop several times)
- In order to adjust the duration of the allocation, select the allocation
and
drag either of the ends of the allocations to extend the allocations
backwards or forwards in time.
- If there is no maintenance
employees available in the Maintenance organization and/or Team
specified on the work order that matches the Craft, License
and/or Competency requirements for the work order, the user can press
the search button and in the search dialogue and modify the search criteria
in to search in other Maintenance organizations/Teams and or
to change the Craft/License/Competency requirements.
(For more detailed information on how to change the search criterias see
instructions in section "change search criteria" below.)
- If the Requested Start, Late Start, Fixed Start or
Requested Finish has been set on the work order and there
is no available time slot that complies with these
dates, then the user may search again by pressing "Search" button and ticking the checkbox "Ignore Constraints. This action
will disable the constraining dates.
- If there is no Employee available with a free slot in his/her schedule
or according to schedule, then the user may search again by ticking the
checkboxes "Show All" and/or "Exclude Schedules"
"Show All" will show all
Employees even tough they are already busy during
the time. "Exclude Schedule" will show all Employees even tough they might
not be available according to schedule or do not have a valid schedule
during that time.
- Click Save.
One or several multi-line level allocations with an Allocation From and
Allocation To, will now be created against the selected employees and
the selected operations
Follow this procedure to allocate a tool/facility to a work order or work
order operation:
- Navigate to Tools & Facilities tab in Prepare Work Order
and select
Allocate Resource… for the lines you wish to allocate . The Allocate
Resource.. dialog will open.
- Tools and facilities that matches the criteria’s of the selected tool
and facilities row will now be displayed in the lower pane together with their
current schedules and allocations.
- Select the tools and facilities allocation and drag it to a
slot in the desired schedule for the desired tool/facility.
- In order to adjust the duration of the allocation, select the allocation
and drag either of the ends of the allocations to extend the allocations
backwards or forwards in time.
- If there is no maintenance
employees available in the Maintenance organization and/or Team
specified on the work order that matches the Craft, License
and/or Competency requirements for the work order, the user can press
the search button and in the search dialogue and modify the search criteria
in to search in other Maintenance organizations/Teams and or
to change the Craft/License/Competency requirements.
(For more detailed information on how to change the search criteria's see
instructions in section "change search criteria" below.)
- If the Requested Start, Late Start, Fixed Start or
Requested Finish has been set on the work order and there
is no available time slot that complies with these
dates, then the user may search again by pressing "Search" button and ticking the checkbox "Ignore Constraints". This action
will disable the constraining dates.
- If there is no Employee available with a free slot in his/her schedule
or according to schedule, then the user may search again by ticking the
checkboxes "Show All" and/or "Exclude Schedules"
"Show All" will show all
Employees even tough they are already busy during
the time. "Exclude Schedule" will show all Employees even tough they might
not be available according to schedule or do not have a valid schedule
during that time.
- Click save.
A Tool/Facility ID will be set on the tool and facility line along
with the selected Allocation From and Allocation To against the selected line.
Follow this procedure to change
search criteria's when querying for an Employee Resource:
- In the Allocate Resource
dialog press the Search.. button.
- In the Site field, select the site to search within. Use the List
of Values to select a valid value.
- In the Maint Org field, select the maintenance organization to search within.
Use the List of Values to select a valid value.
- Select the Show All checkbox if resources that are already
allocated during the search period should be included in the search result.
- Select the Exclude Schedule checkbox if resources that are
not available during the search period should be included in the search
result.
- Select the Ignore Constraints checkbox if the constraining dates
Requested Start, Late Start, Fixed Start or
Requested Finish on the work order should be ignored when deciding
the search interval.
- In the Team Site field,
enter the team site to search within. Use the List of Values to select a
valid value.
- In the Team field,
enter the team to search within. Use the List of Values to select a valid
value.
- In the Craft field,
enter the craft to search for. Use the List of Values to select a valid
value.
- Select the Include Sub Craft checkbox if resources that
have a craft that has been defined as a sub craft to the craft user is
searching for should be included in the search result.
- Navigate to the Competency tab
- Press the New button to add a new competency to the search
criteria's. To remove competencies press the Remove button.
- Press Save to save the changes.
- Navigate to the License tab
- Press the New button to add a new competency to the search
criteria's. To remove licenses press the Remove button.
- Press Save to save the changes.
- Press Search to search
- Search results will be presented in Allocate Resource.
Follow this procedure to Change
Search settings when querying for a Tool/Facility:
- In the Allocate Resource
dialog press the Search.. button.
- In the Site field, select the site to search within. Use the List
of Values to select a valid value.
- In the Maint Org field, select the maintenance organization to search within.
Use the List of Values to select a valid value.
- Select the Show All checkbox if resources that are already
allocated during the search period should be included in the search result.
- Select the Exclude Schedule checkbox if resources that are
not available during the search period should be included in the search
result.
- Select the Ignore Constraints checkbox if the constraining dates
Requested Start, Late Start, Fixed Start or
Requested Finish on the work order should or should not constrain the
interval when the work order can be allocated when deciding the search
interval.
- In the Tool/Facility Type field,
enter the tool/facility type to search for. Use the List of Values to select
a valid value.
- Press Search to search
- Search Results will be presented in Allocate Resource.
Follow this procedure to change the Search Settings for Allocate
Resource
- In the Allocate Resource
dialog press the Search.. button.
- Navigate to the Settings tab
- In the Show days Before field enter the number of days to display
before the search interval. Use the dropdown to select a valid value.
- In the Show days After field enter the number of days to display
before the search interval. Use the dropdown to select a valid value.
- In the Snap Time field enter the rounding in number of minutes
that should be used when the user drags and drops the allocation in the
Gantt or changes the duration of the allocation. Use the dropdown to select
a valid value.
- In the Population Fallback Period select the number of
days to search for, when no other end date constraint or planning end date
has been entered on the work order. Use the radio buttons to select the
number of days to use.
- Press Search to refresh Allocate Resource. The
settings will be stored in the user profile.
- Search results will be presented in Allocate Resource.
Follow this procedure to view an
explanation of symbols used in Allocate Resource.
- In the Allocate Resource
dialog press the Legend button.
- A legend with an explanation of
all symbols and colors used in Allocate Resource will be
shown.
- Press the "x" button to close
the Legend.