Work Order Preparation and Planning
A work order can be created in
several ways depending on different assumptions. An inquiry for work can either
come from a repair work order, a separate work order from a PM (Preventive
Maintenance) action, a service request or fault report, or from IFS/Project.
This process is used for both internal and external maintenance. When
using internal maintenance, you have your own employees in the business who have
knowledge of maintaining the objects within the company. By external
maintenance we mean all kind of service or maintenance performed against a
customer and his objects.
The Work Order Preparation and
Planning contains the following steps:
- Evaluate the service requests
and the fault reports. You can either query for the work order, or receive
information on the work order from the event server. Evaluate it and change
the status of the work order.
- Plan and prepare Separate and
Route Work Orders, on time, material, operation, customer, etc. Specify
a connection between the work order and an existing project activity. If you
need material for the
work but do not have it in the inventory, make a requisition and release a
purchase order. When you have the material in stock, enter the number of
parts you require for the work, and afterwards you can possibly make a
reservation. If you do not have internal crafts with the skill to perform
the work, you can make a requirement for the external craft. Make a
requisition for the operation and release a purchase order. When internal
craft is about to perform the work, you have the possibility to plan the
operation in the Gantt chart. Use the Gantt chart to get a general survey of
available profiles, crafts, and maintenance organizations. If
the work requires specific tools or facilities, you can also pre-plan a
separate work order with that information. These
requirements can be organized through jobs. Also,
standard jobs can be connected to the work orders through jobs to simplify the process.
Estimate the budget for the work
order by looking over the costs.
- Create a repair work order on
the broken serial object or the non-serial part to be corrected. You have to
define the repair workshop where the serial object can be repaired.
With the help of the system, you have control over where the serial part is,
the running costs for the serial object, which repair has been done on the
object, etc. You always have the possibility to follow the serial
object as a component among other components within the establishment. The
three possible destinations for the serial object include the facility, the
repair workshop, and the inventory. The parts that are not registered
in the system, such as traditional serial objects, are called non-serial
parts. The reason not to register these parts as serial parts is because
they are not in need of detailed information such as serial transaction
history and repair costs, and that you want to save the administration of
the part. If a non-serial part gets broken, the system can be configured
such that it automatically creates a repair work order for this part. Once
the broken part is repaired, it will be returned to inventory. The customer
then has to scrap the part, or move the part into
inventory before the repair work order can be set to Finished.
- Execute the work order. Print
the work order, and if you are using any serial objects or non-serial parts,
create a pick list and issue the parts that are needed for the work order.
If no parts are included, simply change the status to Started and perform
the work on the work order.
- When the work is performed you
simply change the status to Work Done.
Work Order Preparation and Planning through Mobile Workforce Management
The preparation and planning of the work order can be
done automatically by using the scheduling capabilities of Mobile Workforce
Management. With
the integration between IFS Applications and Mobile Workforce Management, it is
possible to transfer
work orders and employees to be scheduled using the Dynamic Scheduling Engine (DSE). For more
information on how work orders are scheduled in the Dynamic Scheduling Engine please
refer to the following online document: Schedule Work Orders with Mobile
Workforce Management.