Connect Operations to Work Order
Explanation
This activity is used to plan the operations required to complete a work order.
If the work should be executed by different maintenance organizations, crafts
and/or individuals you may consider dividing the work into multiple tasks by
entering one operation line for each task. At creation,
the operation will receive the New status.
Operations can be planned on any of the sites that belong to the same company
as the work order (provided the user is connected to the site).
On each operation line you can enter a work description, maintenance
organization, craft, planned men, and planned hours. You can also enter a date
from and date to, to indicate when the task should be executed. Adding a date on
the operation line is important if you wish to schedule the operations in the
Gantt Scheduler.
If the work order is going to be invoiced to a customer (service order), you
should also make sure that a sales part is connected to the operation line. A
sales part is automatically added if you connected a sales part to the craft ID
or maintenance organization in the Organization
Basic Data window.
When IFS/Vehicle Information Management is used,
operations and subtasks will be connected to the work order at the time the
maintenance order is released. These operations and subtasks will receive the
New status automatically. The New operation status is intended for
allocation of resources at an early stage of the process for preparing a work
order.
Prerequisites
- Maintenance organizations, crafts, employees and maintenance teams must
have been defined and connected to each other in the
Organization Basic Data window.
- If you are using IFS/Service Management, information on customer, service
contracts, and sales part must have been defined and maintenance
organizations and crafts should be connected to the sales part.
- If the operation is to be connected to a job, the jobs must be defined on
the
Jobs tab prior to connecting the operation to the work
order.
System Effects
As a result of this activity, operation lines with the
operation status New will be connected to the work order.
Windows
Prepare Work
Order
Prepare Work Order Quotation
Work Order Execution LogicRelated Window Descriptions
Prepare Work Order
Prepare Work Order/Operations
Prepare Work Order/Jobs
Prepare Work Order Quotation
Prepare Work Order Quotation/Prepare
Prepare Work Order Quotations/Prepare/Operations
Work Order Execution Logic
Work Order Execution
Logic/Operations
Procedure
- Open
Prepare Work Order,
Prepare Work Order Quotation/Prepare,
or the Work Order Execution Logic window.
- Click the
Operations tab and create a new record (F5). The user's
default site is displayed in the Site field. Use the List of Values
to select another site to which the user is connected, if appropriate.
- In the Operation No. field, enter a unique number
for the order of operations. Optionally, you can leave
this field blank and a value will be assigned automatically.
- Enter a work description.
- Enter an employee identity if appropriate. Values
for the Maint. Org. and Craft ID fields will be automatically
retrieved. You can change these values if necessary. Change the value
in the Maint. Org. Site to select an employee from a different site.
- You can also specify either a maintenance organization or a craft
that should perform the operation (without specifying an employee). Change
the site of the maintenance organization if you want to get values from a
different site. Use
the List of Values to select suitable values.
- Enter the site and the ID of the maintenance
team in the Team Site and Team ID fields if you want the
operation line to be performed by members of a particular maintenance team.
Use the List of Values to select a suitable value.
- Enter the number of men and hours planned for each operation line, if
appropriate. If the operation is to be executed by a
single employee, enter the signature of the employee in the Executed By
field (Note: Assigning a single employee to an operation is known as Single Allocation).
- Enter the sales part site and sales part if you want
to invoice the price of the operation to the customer. Specify a discount if
applicable (only applicable for IFS/Service Management).
- Organize the operation lines according to the jobs if
required. Operation lines can be connected to the jobs using one of the
following methods:
- Enter a value in the Job ID field of
the particular operation line.
- Click the
Prepare Work Order/Jobs
tab. Create a new job or select one from the available list. Select the
job entry and create a new operation in the lower table. Follow steps 3-9 and steps 11-13.
- Create an
operation first (steps 1-9 and 11-13). Once you have created the
operation, click the
Prepare Work Order/Jobs
tab. Create a new job or select one from the available list. Right-click
on the lower table and then click Connect Existing Operations. The
Connect an Existing Operation dialog box opens. Enter the
operation number in the relevant field. Click List to select a
suitable value. Click OK.
- Enter a date interval for the operation and information on tools, if appropriate.
- Enter the instruction type and location (only applicable for IFS/Vehicle Information Management). Use
the List of Values to select a suitable value.
- In the Internal Remark field, you can enter
internal information on the operation. This can be, for instance, handover
information between shifts.
- Optionally, enter a signature requirement in the
Sign Off Requirements tab. Create a new record (F5) and enter
the Sign Off Requirement Type. If IFS/Human Resources is installed, a
user license can be defined by using the List of Values. Note: It
will not be possible to create new signature requirements for work orders
with connection type VIM. For these type of work orders, signature
requirements will be transferred automatically from IFS/VIM.
- Save the information (F12).