Lecture 4 Work Management

Transcription

1 Lecture 4 Work Management Objectives Understand how Maximo applications can work together to manage maintenance work Understand the phases involved in the work order lifecycle. 2 1

2 Work Occurrences How you set up, manage, and track work in Maximo depends on the source of work and your site processes. Generally, but not exclusively, there are four situations of work occurrences: Work that is requested, planned, scheduled, assigned, performed, and recorded Work that is planned, scheduled, assigned, performed, and recorded Repetitive work that is planned ahead of time to occur at scheduled intervals, assigned, performed, and recorded Work that is performed and then recorded, with no formal request having been made 3 Definitions and Concepts (1/2) A ticket record is used to record a customer request or issue. Tickets are created using the Service Desk application. A work order record records the details of the work performed to resolve the issue. A job plan is a detailed description of the work tasks (operations), labor, materials, and tools for a particular type of job. Use job plans as templates for work order specific work plans. A work plan describes the labor, materials, tools, and tasks needed to complete a specific work order. 4 2

3 Definitions and Concepts (2/2) Preventive Maintenance (PM) records specify work to be performed regularly. PM records are templates containing: Job plans Routes Scheduling information PM work orders are triggered by one or more conditions: Time-based PMs are based on elapsed time since previous work. Example: Every 6 months Meter-based PMs are based on meter readings off an asset record. Example: Every 7000 miles Seasonal-based PMs are based on seasonality defined by a period of time. Example: December 1 to February 1 Combination-based PMs are based on time AND meter readings. Example: Every 3000 miles or 3 months A PM hierarchy is a group PM records with parent-child relationships. A Master PM record is a template used to create associated preventive maintenance records. 5 The Work Orders Module Work is often embodied in the form of a work order. The Work Orders module is the core tool used for the majority of processing and managing work. It serves many purposes: It centralizes all information and options necessary for the planning and reporting on work. It provides maintenance planners with a tool that gives efficient access to all information needed to plan and report on work orders. It provides a quick and efficient way to report work performed on work orders or request work that needs to be done. It collects data that allows analytical decision-making in a maintenance organization. 6 3

4 Work Order Supporting Modules and Applications The following additional modules and applications are used to create and manage work orders: Preventive Maintenance Condition Monitoring 7 Module Relationships Diagram ASSET Generates WO from Condition Monitoring Job plan information used for work plan Safety plan used on WO PLANNING Equipment costs and up/down status WORK ORDER INVENTORY Reserve parts Decrease balances Generates WO from PM PREVENTIVE MAINTENANCE Generate WO from Service Requests SERVICE REQUESTS PURCHASING Direct issue of purchased parts needed 8 4

5 Applications Working Together Job Plans Asset Location PM Condition Monitoring Generating No Planning Planning Safety Contracts SLA Purchasing Material / Service Requests Material Reservation Inventory Stores / Staging Dispatching / Executing Completing Scheduling Follow-up work Attached Documents Analyzing 9 Work Order (WO) Creation For assets or locations, you can create and generate work orders, sometimes with associated job plans, safety plans, and contracts, as follows: A PM becomes due and is automatically generated by the system cron task or by using the PM application itself. A condition measurement falls outside the limits and is automatically generated by the system cron task or by using the Condition Monitoring application. A problem is reported and can be manually (user) entered in the Work Order Tracking, Service Requests, Quick Reporting, Assets, or Locations application. If necessary, a follow-up work order is generated from an originating work order. 10 5

6 Planning Using Work Order Tracking A work plan describes the labor, materials, services, tools, and tasks needed to complete a specific work order. You can create work plans using the Plans tab in the Work Order Tracking application. Associate a previously defined job plan that was created in the Job Plans application. Maximo adds a copy of the job plan, now called a work plan, to the Plans tab of the work order. You can then modify data to that work plan s requirements. Changes you make to the work plan do not affect the original job plan. For planning activities, you use the Work Order Tracking application in the following ways: Use the Job Details window to associate a job plan, safety plan, and contract to a work order. Use the Plans tab to build work hierarchies, plan tasks, and associate needed resources for a work order. 11 Material Reservations When users plan and use materials on work orders, several things can occur: Planned materials on a work order are reserved in inventory when the work order is approved. Material balances are decreased when materials are issued to a work order. Material balances increase when issued materials are returned. Materials that are out of inventory stock or that are a direct issue will change a work order status to WMATL. A Purchase Order will be generated when storeroom reordering is initiated. 12 6

7 Work Assignments Use the Assignment Manager for planning future work over a 7-day period, or for dispatching available labor to tasks for the current day s work. Workers can also use Assignment Manager to assign themselves to tasks. 13 Initiating Work There are several ways to indicate that the physical work has begun with an INPRG status. You can: Manually change the status in the Work Order Tracking, Quick Reporting, or Activities and Tasks application by clicking Change Status. Start a work assignment in the Assignment Manager application by using Start Assignment. 14 7

8 Actuals Reporting Applications Applications that can be used to report actuals are: Work Order Tracking Quick Reporting Labor Reporting Activities and Tasks 15 Summary You should now be able to: Describe how applications can work together to manage maintenance work. Discuss the phases involved in the work order lifecycle. Enter job plan and preventive maintenance (PM) records. Generate work orders. Create and modify work plans and job plans. Assign craft and labor to work orders. Issue and return materials. Record labor and materials usage. Report failure information. 16 8

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