Teamcenter Service Scheduler Guide. Publication Number PLM00173 C

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1 Teamcenter 10.1 Service Scheduler Guide Publication Number PLM00173 C

2 Proprietary and restricted rights notice This software and related documentation are proprietary to Siemens Product Lifecycle Management Software Inc Siemens Product Lifecycle Management Software Inc. All Rights Reserved. Siemens and the Siemens logo are registered trademarks of Siemens AG. Teamcenter is a trademark or registered trademark of Siemens Product Lifecycle Management Software Inc. or its subsidiaries in the United States and in other countries. All other trademarks, registered trademarks, or service marks belong to their respective holders. 2 Service Scheduler Guide PLM00173 C

3 Contents Proprietary and restricted rights notice Getting started with Service Scheduler Getting started with Service Scheduler Before you begin Service Scheduler interface Basic concepts for using Service Scheduler Searching for Service Scheduler objects Service Scheduler process task flow Installing Service Scheduler Installing Service Scheduler components Install Service Scheduler Configuring Service Scheduler Configuring Service Scheduler Setting Service Scheduler preferences Setting Service Scheduler conditions Setting the Service Scheduler list of values (LOV) Configuring Service Scheduler workflows Configuring notifications and subscriptions Preparing for scheduling service work Preparing for scheduling service work Preparation checklist Managing calendars Defining the scheduled service work Defining the scheduled service work Creating work orders Creating job cards Creating job tasks Viewing schedule summaries Displaying and customizing the task status in the task table Updating properties for work orders, job cards, or job tasks Defining characteristics for a job card or job task Creating supporting information Managing tasks and schedules Managing tasks and schedules Managing scheduled tasks Managing work order schedules PLM00173 C Service Scheduler Guide 3

4 Contents Managing schedule resources Managing schedule resources Shifting resources within a schedule Assigning resources to a schedule Managing task resources Managing scheduled costs Managing scheduled costs Approving and implementing the scheduled service work Approving and implementing the scheduled service work Approving the work orders Implementing tasks using workflows Managing part requests Issuing and returning parts Managing part movement Defining upgrade job cards Updating the physical configuration Managing reported discrepancies Tracking utilization information Monitoring the scheduled service work Monitoring the scheduled service work Activity summary for a work order Activity summary for a job card Activity summary for a job task Closing out scheduled service work tasks Closing out scheduled service work tasks Creating resulting information Glossary A-1 Index Index-1 Figures Tables Fixed Cost dialog box Released notification or subscription rules for schedules Released notification or subscription rules for tasks Service Scheduler Guide PLM00173 C

5 Chapter 1 Getting started with Service Scheduler Getting started with Service Scheduler Before you begin Service Scheduler interface Service Scheduler menus File menu Edit menu View menu Schedule menu Service Scheduler buttons and symbols Rich client perspectives and views Basic concepts for using Service Scheduler Service Scheduler work order states Service Scheduler assignment control Searching for Service Scheduler objects Search for Service Scheduler objects Service Scheduler process task flow PLM00173 C Service Scheduler Guide

7 Chapter 1 Getting started with Service Scheduler Getting started with Service Scheduler The Service Scheduler application supports service scheduling within Teamcenter. Service Scheduler lets companies define, schedule, and implement service for their products. Service Scheduler is a separately licensed application that is installed as an optional overlay on top of the standard Teamcenter product and the Service Manager application. You can use Service Scheduler to: Manually create work orders, schedules, job cards, and job tasks. Manage schedules. Assign people resources. Estimate cost and labor. Define part requests for required materials, tools, and equipment. Receive issued materials, tools, and equipment. Complete work assignments and sign off on work. Define part movement transactions to drive configuration updates. Capture discrepancies discovered during implementation of service. Before you begin Prerequisites Service Scheduler requires a separate license in addition to the standard Teamcenter product license. You must obtain and install the appropriate license. PLM00173 C Service Scheduler Guide 1-1

8 Chapter 1 Getting started with Service Scheduler Enable Service Scheduler Configure Service Scheduler Start Service Scheduler Service Scheduler does not need to be enabled before you use it, but you must select the appropriate components during installation. For information about the components that must be installed for Service Scheduler, see Installing Service Scheduler components. If you have trouble accessing Service Scheduler, see your system administrator; it may be a licensing issue. There are additional steps you must perform to configure Service Scheduler before you can use it. For more information, see Configuring Service Scheduler. Click Service Scheduler navigation pane. in the Teamcenter 1-2 Service Scheduler Guide PLM00173 C

Getting started with Service Scheduler Service Scheduler interface 1 Work Order Home pane Allows you to view all your open work orders if you are the requestor and theclosure property is set to Open.

9 Getting started with Service Scheduler Service Scheduler interface 1 Work Order Home pane Allows you to view all your open work orders if you are the requestor and theclosure property is set to Open. 2 Service Editor pane Allows you to view the as-maintained neutral and physical structures. 3 Task table Displays all the schedule tasks and milestones in a table format. 4 Gantt chart Displays a visual representation of the schedule task and milestones. 5 Summary pane Provides details about the selected object. Service Scheduler uses the Teamcenter rich client interface. Interface items for Service Scheduler are described in the Service Scheduler menus and buttons and symbols topics. PLM00173 C Service Scheduler Guide 1-3

10 Chapter 1 Getting started with Service Scheduler For general information about the rich client interface, see the Rich Client Interface Guide. Not all of the menu commands and buttons may be available. The administrator can hide or reveal the commands and buttons that are appropriate for your site. Some commands and buttons may also be disabled based on your assigned role in Service Scheduler or the current state of a particular Service Scheduler object. Service Scheduler menus File menu Command New Work Order New Part Request New Discrepancy New Part Movement New Program View New Milestone New Proxy Task Print Print Preview Close Exit Description Creates a new work order. Creates a new part request. Creates a new discrepancy. Creates a new part movement. Creates a new program view. Creates a new milestone. Creates a new proxy task. Views, prints, or saves information about the currently selected item. Previews your print job and updates the preview options. Closes the Service Scheduler application. Ends the rich client session. Edit menu Command Cut (Ctrl+X) Copy (Ctrl+C) Paste (Ctrl+V) Delete (Delete) User Setting Description Marks the selected lines for removal and copies the content to the clipboard. Cut lines are only removed once pasted elsewhere in the structure. Copies the selected lines to the clipboard. Inserts the Clipboard contents below the selected item. Deletes the selected object from the database. Displays the User Settings dialog box, where you can change your group, role, or volume assignments, and your application logging and journaling options. 1-4 Service Scheduler Guide PLM00173 C

11 Getting started with Service Scheduler Command Options Properties Rename Notification Rules Subscription Rules Description Changes your user interface settings that affect all applications, not only Service Scheduler. Displays and updates the properties for a selected schedule or task. Renames the selected schedule or task. Displays and updates the notification rules for a selected schedule or task. Displays and updates the subscription rules for a selected schedule or task. View menu Command Properties (Alt+Enter) Refresh (F5) Expand All Collapse All Critical Path View Critical Path Critical Path Set Color Zoom Factor Week Zoom Factor Month Zoom Factor Quarter Zoom Factor Year Description Shows the properties for the selected object. Updates the information displayed for a selected line and all of its children. Expands the complete substructure below the selected lines. Collapses the complete substructure below the selected lines. Highlights the critical path in red in both the tree table and the Gantt chart or removes the highlight. Sets the color for the critical path. Displays the Gantt chart in a weekly format. Displays the Gantt chart in a monthly format. Displays the Gantt chart in a quarterly format. Displays the Gantt chart in a yearly format. Schedule menu Command Indent task Outdent task Task constraints Shift Schedule Description Changes the selected task to be a sub-task of the task directly above it. Removes the selected sub-task from its parent task. Adds a task constraint for the selected task. Shifts the selected schedule to change the start and finish date of a schedule. PLM00173 C Service Scheduler Guide 1-5

12 Chapter 1 Getting started with Service Scheduler Command Verify Schedule Reload Schedule Recalculate Schedule Schedule Calendar Schedule Membership Schedule Deliverables Task Deliverables Scroll Into View Workflow Task Launch Workflow Now Rate Modifiers Costs Setup Upgrade Assign Characteristic Record Utilization Update Configuration Link Dependencies Link Create Cross Schedule Dependency Assignments Assign to Task Assignments Replace Assignment Assignments Designate Discipline Assignments Revert Assignments to Discipline Description Verifies the tasks and their dependencies for the selected schedule. Reloads the schedule and applies any changes. Recalculates the tasks and their dependencies for the selected schedule. Displays and updates the daily defaults for a selected schedule. Displays and assigns resources to a selected schedule. Adds or removes deliverables from a selected schedule. Adds or removes deliverables from a selected task. Displays the selected task in the Gantt chart. Defines workflow triggers and workflow templates for the selected task. Initiates the workflow for the selected task. Defines user rates for calculating both schedule and task costs. Displays the summary of the costing information and enables you to update the fixed costs and default billing codes. Defines an upgrade job card. Assigns characteristics to the selected job card or job task. Adds utilization information to a job card or job task. Updates the configuration to perform part movements and upgrades for a job card or job task. Displays and updates dependencies between tasks in the same schedule. Creates dependencies between tasks in different schedules. Assigns a resource to a task. Replaces the resource assigned to the task with another resource. Displays and updates the assigned disciplines and discipline members for the selected task. Reverts a member of an assigned discipline for a selected task. 1-6 Service Scheduler Guide PLM00173 C

13 Getting started with Service Scheduler Command Proxy Go to Home Task Proxy Find Proxy Tasks Description Displays the schedule for the selected proxy task. Displays the schedules that have proxy tasks for a selected task. Service Scheduler buttons and symbols You can add buttons that are not displayed on the main toolbar by right-clicking the toolbar, choosing Customize, and selecting the buttons you want to add. Once you add buttons to the toolbars, they are displayed in future sessions. Button Purpose These standard buttons are located on the main toolbar at the top of the Service Scheduler window. Soft abort Cut Copy Paste Delete Allows you to terminate the current operation without closing Service Scheduler or losing data. Cuts the selected lines from the structure and places them on the clipboard. Copies the selected lines in the structure and places them on the clipboard. Pastes the components from the clipboard as children of the currently selected (assembly) line in the structure. Deletes the selected object from the database. Open Worklist Navigation Pane Refresh Reload Schedule Work Order Job Card Job Task Part Request Opens My Worklist in My Teamcenter. Displays or hides the navigation pane. For more information about working with the navigation pane, see the Rich Client Interface Guide. Refreshes the display in your rich client window. Reloads the schedule and applies any changes. Creates a new work order. Creates a new job card. Creates a new job task. Creates a new part request. PLM00173 C Service Scheduler Guide 1-7

14 Chapter 1 Getting started with Service Scheduler Button Discrepancy Schedule Membership New Milestone Task constraints Purpose Creates a new discrepancy. Displays and assigns resources to a selected schedule. Creates a new milestone. Adds a task constraint for the selected task. Outdent task Indent task Assign to Task Print current view Print Preview Advanced Search Removes the selected sub-task from its parent task. Changes the selected task to be a sub-task of the task directly above it. Assigns a resource to a task. Prints the current schedule. Previews your print job and updates the preview options. Allows you to select a search form that includes multiple search criteria relevant to the type of information or object being sought. The following buttons are located at the bottom left corner of the Service Scheduler navigation tree pane. Most recently used (MRU) list Open by name Open structure context by name Most recently used (MRU) revision rules list List substitute components Shows a list of your most recently accessed structures. If you select an entry from the list, Service Scheduler loads the structure into the structure pane. You can configure the number of entries shown in the MRU list by right-clicking the button and moving the slider to the desired number. Browses for and opens a specific structure by name. Browses for and opens a specific structure context by name. Selects a revision rule to apply to the current product structure from a list of the rules you have used recently. You can configure the number of entries shown in the MRU by right-clicking the button and moving the slider to the desired number. Adds or removes substitute components or sets the preferred substitute. This button is enabled if the selected line may have substitutes; otherwise, it is disabled. 1-8 Service Scheduler Guide PLM00173 C

15 Getting started with Service Scheduler Button Manage global alternates Find in display Purpose Shows a list of the global alternates available for the selected line. You can add alternates and select a preferred alternate. The preferred global alternate is indicated by an asterisk. Searches for matching lines (components) in the displayed product structure by entering an expression. You can search with any combination of the available properties. The following symbols are displayed at the bottom right corner of the product structure pane and show the current status of the selected line. Shows if you have write access permissions for the selected line. Shows if you have delete access permissions for the selected line. Shows if you have access permissions to change the selected line. Shows if the item revision represented by the line is currently in a workflow process. Shows if the item revision represented by the line is currently checked in or checked out. Shows if the item revision represented by the line is currently released. Shows if the item represented by the line is currently published. Shows if the item or revision represented by the line is currently classified. Rich client perspectives and views Within the Teamcenter rich client user interface, application functionality is provided in perspectives and views. Some applications use perspectives and views to arrange how functionality is presented. Other applications use a single perspective and view to present information. Your administrator can use the HiddenPerspectives preference to prevent the display of some Teamcenter perspectives in the rich client. For information about editing preference values, see the Preferences and Environment Variables Reference. If your site has online help installed, you can access application and view help from the rich client Help menu or by pressing F1. For more information about rich client perspectives and views, see the Rich Client Interface Guide. PLM00173 C Service Scheduler Guide 1-9

16 Chapter 1 Getting started with Service Scheduler Basic concepts for using Service Scheduler To take full advantage of Service Scheduler, you should be familiar with Teamcenter, Service Manager, Change Manager, and Schedule Manager elements and concepts. You use Service Scheduler to define, schedule, and implement the service work for your physical assets. It consists of the following elements: The work order to define the scope of service work needed to be performed on your physical assets. The schedule associated to the work defined in the work order. There is a one-to-one relation between a work order and a schedule. The schedule defines when the service work will be done. The job cards to capture the service work actions to be performed. The job tasks to capture the steps of the service work actions. Service Scheduler work order states Three state properties define the status, degree of completion, and the business decisions during the service schedule processing for work orders. Work orders are configured with three states: Closure Maturity Disposition 1-10 Service Scheduler Guide PLM00173 C

17 Getting started with Service Scheduler Service Scheduler is configurable, and you can design your workflow process to dictate how these states progress and transition from one value to the next. You can configure Teamcenter to add additional values for the states. For example, you can have 10 values for the Closure state, and you can change the name of the Disposition state to Decision. You can choose to follow the initial Teamcenter model or design your own. If you choose to follow the initial Teamcenter model, Service Scheduler provides the necessary elements for you to build upon. Work orders are initially configured with the following states. State Description Valid values Closure Maturity Disposition Defines the status of the work order. Work orders start with an open status and remain open until they are completed or until a decision is made to defer or cancel the work order. Defines the degree of completion of the open work order. The elaborating state is the planning phase. The reviewing state is the reviewing phase. Once approved, the open work order moves to the Ready state and on to the Executing state when the service work begins. After the service work is done, the service work is considered complete. Represents a technical, business, or implementation decision about a work order s approval. Prior to review, there is no disposition assigned. If the reviewers agree to the service work, the service work is Approved. If the reviewers reject the service work, it is Disapproved. If the reviewers decide to wait, the service work is Deferred. If the reviewers think the service work is not ready, it returns to Investigate. At any time in the process, the service work can be canceled. Open Closed On hold Canceled Elaborating Reviewing Ready Executing Complete None Investigate Approved Disapproved Deferred Unable to Complete Superseded Service Scheduler assignment control The workflow administrator creates the workflows to approve, cancel, reopen, or close work orders. User roles are defined in the workflow to assign specific tasks. These roles represent different types of users that are involved in various phases of the review and approval process. For any given work order you can assign different participants to each of the roles used by the workflow. Those assigned participants are used only for that specific work order. The following roles are used for reviewing and approving the scheduled service work. Role Description Number of participants Analyst The person who evaluates and elaborates the work order. One PLM00173 C Service Scheduler Guide 1-11

18 Chapter 1 Getting started with Service Scheduler Role Description Number of participants Requestor Proposed Reviewers The person who created the work order. The people who have signoff authority. One One or more For more information about assigning participants to work orders, see Assigning participants to a work order. For more information about workflows and workflow participants, see the Rich Client Interface Guide. Searching for Service Scheduler objects You can search for the following Service Scheduler objects using advanced search: MRO Company Contact MRO Company Location MRO Date Characteristics MRO Item MRO Life Characteristics MRO Log Book MRO Observation Characteristics MRO Part Request MRO Service Discrepancy MRO Service Work Order My Open Works Schedules Search for Service Scheduler objects 1. Choose Advanced from the quick Search menu at the top of the navigation pane. 2. On the Search pane toolbar, click to select a search type. 3. Click More to display the system defined searches. 4. Under System Defined Searches, select the object you want to search for. 5. Click OK. The dialog box that contains the object properties appears. 6. Type the values for the object properties that you want to search for. 7. Click the button to search. Service Scheduler process task flow The following graphic shows the Service Scheduler process task flow Service Scheduler Guide PLM00173 C

19 Getting started with Service Scheduler PLM00173 C Service Scheduler Guide 1-13

21 Chapter 2 Installing Service Scheduler Installing Service Scheduler components Install Service Scheduler PLM00173 C Service Scheduler Guide

Chapter 2 Installing Service Scheduler Installing Service Scheduler components As a system administrator, you must install and configure Service Scheduler using Teamcenter Environment Manager (TEM).

23 Chapter 2 Installing Service Scheduler Installing Service Scheduler components As a system administrator, you must install and configure Service Scheduler using Teamcenter Environment Manager (TEM). As the following figure shows, you install Service Scheduler on the server and on the rich clients that use the application. For more information about planning your installation and installing Teamcenter, see the Installation on UNIX and Linux Servers Guide or Installation on Windows Servers Guide. Install Service Scheduler 1. Start Teamcenter Environment Manager (TEM). For more information about launching Teamcenter Environment Manager, see the Installation on UNIX and Linux Servers Guide or the Installation on Windows Servers Guide. 2. Select appropriate options until you reach the Features panel. The configuration to be installed is dependent on the options that you choose in the Solutions panel of the TEM installation windows, such as Corporate Server, Rich Client 2 Tier or Rich Client 4 Tier, and Business Modeler IDE. You can also add any of the options available in the Solutions panel from the Features panel. 3. In the Features panel, under Extensions, expand Maintenance Repair and Overhaul and select the following feature: PLM00173 C Service Scheduler Guide 2-1

24 Chapter 2 Installing Service Scheduler Feature Description Prerequisite features Service Scheduler Installs the Service Scheduler functionality. Base InstallfiTeamcenter Foundation ExtensionsfiTeamcenter EnterprisefiChange Management ExtensionsfiMaintenance Repair and OverhaulfiAs-Maintained Management 4. If you want to configure your system using the Business Modeler IDE: a. Click Next. Select appropriate options until you reach the Business Modeler IDE Templates panel. b. In the Business Modeler IDE Templates panel, select the following templates: Teamcenter Foundation MRO Core Service Processing As-Maintained Management Transaction Processing Change Management Service Scheduler For more information about installing the Business Modeler IDE, see Installation on UNIX and Linux Servers Guide or Installation on Windows Servers Guide. 5. Click Next. Select appropriate options until you complete the installation. For more information, see Installation on UNIX and Linux Servers Guide or Installation on Windows Servers Guide. 2-2 Service Scheduler Guide PLM00173 C

25 Chapter 3 Configuring Service Scheduler Configuring Service Scheduler Setting Service Scheduler preferences Setting Service Scheduler conditions Setting the Service Scheduler list of values (LOV) Configuring Service Scheduler workflows Configuring notifications and subscriptions What is the difference between notifications and subscriptions? Setting up the mail system for notifications and subscriptions Notifying users about schedule and task events What is a notification? Create a notification Modify a notification Delete a notification Deactivate and activate a notification Subscribing yourself to schedule and task events What is a subscription? Create subscriptions Modify a subscription Delete a subscription Deactivate and activate a subscription PLM00173 C Service Scheduler Guide

Chapter 3 Configuring Service Scheduler Configuring Service Scheduler The Teamcenter administrator configures Service Scheduler according to company needs and organization requirements as shown in

27 Chapter 3 Configuring Service Scheduler Configuring Service Scheduler The Teamcenter administrator configures Service Scheduler according to company needs and organization requirements as shown in the following figure. You can configure: Service Scheduler preferences. Service Scheduler conditions. Service Scheduler list of values (LOV). Service Scheduler workflows. Notifications and subscriptions. PLM00173 C Service Scheduler Guide 3-1

28 Chapter 3 Configuring Service Scheduler Setting Service Scheduler preferences As an administrator or Teamcenter user, you can set preferences according to your needs. Preferences are special environment variables stored in the Teamcenter database and are read during Teamcenter application usage. You must set the SiteTimeZone preference before running Service Scheduler. After you initially set the SiteTimeZone preference, the site and time zone defined for the calendar set by the Default Base Calendar preference overrides the SiteTimeZone preference. For more information about defining calendars, see Managing calendars. Preference SiteTimeZone Description Stores the time zone of the server. Service Scheduler uses this preference to determine the default time zone when creating new system calendars. It should be set to one of the values defined in the Timezone LOV, for example, Europe/London. This preference accepts a single value pair indicating a time zone ID from the Zoneinfo database (also known as the Olson database) in the following format: region/city For example: Europe/Paris or America/Chicago. For more information about the Zoneinfo database, see: Warning You must set this preference as there is no default value. The system checks for a valid value and displays an error message when Service Scheduler is launched if either an invalid value or no value is detected. Default Base Calendar Determines the internal name of the default calendar when a schedule is created in Service Scheduler. Valid values are: Standard Night Shift 24 hours For information about defining new calendars and modifying existing calendars, see the Organization Guide. 3-2 Service Scheduler Guide PLM00173 C

29 Configuring Service Scheduler For information about setting preferences, see the Preferences and Environment Variables Reference. Setting Service Scheduler conditions As an administrator or Teamcenter user, you can set the Service Scheduler conditions according to your needs. Conditions are conditional statements that resolve to true or false based on the evaluation of an expression. A condition resolves to TRUE if the statement is valid or FALSE if it is not. Rules use conditions to describe the types of objects to which the rules apply. You use the Business Modeler IDE to change the Service Scheduler conditions in a custom template that you define. You must deploy the custom template after making the changes. The following table displays the following Service Scheduler conditions and whether the condition can be changed by a user: Condition SPR0IsPartRequestCancelable SPRoIsPartRequestClosed SPR0IsPartRequestValidated SSS0AllowsJobActivityReferences SSS0AllowWorkOrderReferences SSS0ValidateJobActivityCompletion Description Determines whether a part request can be canceled. Determine whether the part request can be closed. Determines whether a part request can be validated. Determines if job activity references, such as part movements, part requests, and characteristic definitions, can be related to the job card or job task. Determines if work order references, such as part requests, can be related to the work order. Determines if a job card or job task can be marked complete. This condition checks to ensure that all characteristics assigned to that job card or job task have had values recorded before the object can be completed. For more information about working with conditions, see the Business Modeler IDE Guide. PLM00173 C Service Scheduler Guide 3-3

30 Chapter 3 Configuring Service Scheduler Setting the Service Scheduler list of values (LOV) As an administrator, you can set LOVs located in the LOV folder in the Extensions view. LOVs are commonly accessed by Teamcenter users from a menu at the end of a data entry box. After you create a list of values, you must attach it to a property on a business object. You use the Business Modeler IDE to set the LOVs in a custom template that you define. You must deploy the custom template after making the changes. For Service Scheduler, you can configure the Smr0ActivityExecutionType LOV to define the activity execution types used for job cards or job tasks. The default values for the Smr0ActivityExecutionType are Smr0Perform and Smr0Sign-Off. For more information about configuring LOVs, see the Business Modeler IDE Guide. Configuring Service Scheduler workflows As an administrator, you configure the following workflows to support your Service Scheduler installation: Release workflow The TCM Release Process workflow is provided with the Teamcenter Foundation feature. You can configure this workflow or create your own to set up the process flow, reviewers, and business validations required to release Service Scheduler objects. User-defined workflow for transitioning the work order state properties Three state properties define the status, degree of completion, and the business decisions during work order processing. You can create a workflow according to your needs for processing work orders: o Closure o o Maturity Disposition You design your workflow process to dictate how these states progress and transition from one value to the next. You can configure Teamcenter to add additional values for the states. For example, you can have 10 values for the Closure state, and you can change the name of the Disposition state to Decision. For more information about work order change states, see Service Scheduler work order states. To set your change states, use the EPM-set-property workflow handler on your workflow process. For example, if you want to change the value of the Disposition property to Approved, set the handler to the following on the appropriate task in your workflow process: EPM-set-property -props=cmdisposition -values=approved -to_att_type=target -bypass 3-4 Service Scheduler Guide PLM00173 C

31 Configuring Service Scheduler You must use the -bypass argument to change the property value. For information about the EPM-set-property handler, see the Workflow Designer Guide. Configuring notifications and subscriptions What is the difference between notifications and subscriptions? You use notifications to notify individuals, including yourself, of important events associated with selected objects. You use subscriptions to notify only yourself of important events associated with selected objects. The transfer of notifications and subscriptions is not supported with PLMXML or site consolidation. Setting up the mail system for notifications and subscriptions Notifications and subscriptions utilize Teamcenter mail and the Subscription Manager. To receive notifications and subscriptions, a system administrator must perform the following tasks: Set the value of the Mail_server_name preference to a name of a valid mail server. This task needs only to be performed once. For more information about this preference and other mail preferences, see the Preferences and Environment Variables Reference. For every user, set the value of the address in the Person object for that user. For more information about setting the value of the address in the Person object, see the Organization Guide. For more information about configuring Teamcenter mail, see the Application Administration Guide. For more information about Subscription Manager, see the My Teamcenter Guide. Notifying users about schedule and task events What is a notification? You create notifications to notify you, fellow team members, and even people outside the team of important events such as finish dates, milestones, and task completions. When you create a notification rule, not only do you specify who should receive it but you can include message text relating to the notification. You can create notifications based on the existing set of notification rules. You can create notifications for both schedules and tasks. Notifications can be received by any user in the system, a custom address, or people meeting the following qualifications: PLM00173 C Service Scheduler Guide 3-5

32 Chapter 3 Configuring Service Scheduler Member of a schedule Member of a group The term task refers to job cards and job tasks unless otherwise specified. The term summary task refers to job cards or job tasks with children. Create a notification You can create notifications, but they cannot be initiated from within a schedule template. 1. Select a task, multiple tasks, or schedule. 2. Choose Edit Notification Rules. Teamcenter displays the Notification Rules dialog box. 3. In the Notification Rules dialog box, click New. Teamcenter displays the Create Notification Rule Wizard dialog box. 4. Select a rule from the list and click Next. The Released notification or subscription rules for schedules table contains a list of notification rules for schedules released with Teamcenter. The Released notification or subscription rules for tasks table contains a list of notification rules for tasks released with Teamcenter. 5. Select recipients for the message. All disciplines in the membership appear in the list. When notifying disciplines, members of the discipline who are also members of the schedule are notified. When notifying groups, all group members are notified when an event is initiated. 6. Click Select to add other members of the organization who are not currently schedule resources. Notifications are sent to s that appear in the Check to specify additional addresses list. 7. Enter additional addresses, separated by commas, and click Next. 8. Enter a subject and the message text or use the placeholders provided. 3-6 Service Scheduler Guide PLM00173 C

33 Configuring Service Scheduler These placeholders are replaced when the message is sent. {ScheduleName} is filled with the schedule name. {TaskName} is filled with the task name. {OldValue} is used on the change notification. For example, if the notification is when a date changes, {OldValue} is the date prior to the change. {NewValue} is used on the change notification. For example, if the notification is when a date changes, {NewValue} is the date it was just changed to. These placeholders are not translated. 9. Click Finish. The task symbol changes once you have created a notification for the task. Released notification or subscription rules for schedules When tasks are added to the Schedule When tasks are deleted from the Schedule When the Schedule is near due When the Schedule is overdue When the Schedule s start date changes When the Schedule s finish date changes When the Schedule s status is changed When the Schedule s status changes to When the Schedule s priority is changed When the Schedule s priority changes to Released notification or subscription rules for tasks When the Task is deleted When the Task is near due When the Task is overdue When the Task s start date changes When the Task s finish date changes When the Tasks s status is changed When the Tasks s status changes to When the Tasks s priority is changed When the Tasks s priority changes to PLM00173 C Service Scheduler Guide 3-7

34 Chapter 3 Configuring Service Scheduler Released notification or subscription rules for tasks When the Tasks s work estimate is changed When the Task s work complete is changed When the work is ready When a user is assigned to the task Modify a notification 1. Select a task or schedule. 2. Choose Edit Notification Rules. Teamcenter displays the Notification Rules dialog box. 3. In the Notification Rules dialog box, select the notification and click Modify. 4. Using the Create Notification Rule Wizard dialog box, change any information you need to update. 5. Click Finish. Delete a notification 1. Select a task or schedule. 2. Choose Edit Notification Rules. Teamcenter displays the Notification Rules dialog box. 3. From the Notification Rules dialog box, select the notification and click Delete. 4. From the Confirm dialog box, click Yes. Deactivate and activate a notification Activating and deactivating a notification allows you to turn on or off a notification without removing it from the notification rule list. 1. Select a task or schedule. 2. Choose Edit Notification Rules. Teamcenter displays the Notification Rules dialog box. 3. To deactivate a notification, select the notification in the Notification Rules dialog box and click Deactivate. 4. To activate a notification, select the notification in the Notification Rules dialog box and click Activate. 3-8 Service Scheduler Guide PLM00173 C

35 Configuring Service Scheduler Subscribing yourself to schedule and task events What is a subscription? You can create a subscription for a task that notifies you when a specified task-related event occurs. Subscriptions are similar to notifications except that you can send a subscription only to yourself. Create subscriptions The Subscription Rules dialog box lets you see a list of existing subscriptions, create new subscriptions, and modify existing ones. You can create subscriptions, but they cannot be initiated from within a schedule template. 1. Select a task, multiple tasks, or schedule. 2. Choose Edit Subscription Rules. Teamcenter displays the Subscription Rules dialog box. 3. Click New in the Subscription Rules dialog box. 4. Select one of the rules from the list and click Next. The Released notification or subscription rules for schedules table contains a list of subscription rules for schedules released with Teamcenter. The Released notification or subscription rules for tasks table contains a list of subscription rules for tasks released with Teamcenter. 5. Enter a subject and the message text or use the placeholders provided. These placeholders are replaced when the message is sent. {ScheduleName} is filled with the schedule name. 6. Click Finish. {TaskName} is filled with the task name. {OldValue} is used on the change notification. For example, if the notification is when a date changes, the {OldValue} is the date prior to the change. {NewValue} is used on the change notification. For example, if the notification is when a date changes, the {NewValue} is the date it was just changed to. These placeholders are not translated. The task symbol changes once you create a subscription. The symbol for a task that has a notification and one that has a subscription is the same and the only way to tell whether it is a notification of subscription is to display the Notification Rules and Subscription Rules dialog boxes. PLM00173 C Service Scheduler Guide 3-9

36 Chapter 3 Configuring Service Scheduler Modify a subscription 1. Select a task or schedule. 2. Choose Edit Subscription Rules. Teamcenter displays the Subscription Rules dialog box. 3. In the Subscription Rules dialog box, select the subscription and click Modify. 4. Using the Create Subscription Rule Wizard dialog box, change any information you need to update. 5. Click Finish. Delete a subscription 1. Select a task or schedule. 2. Choose Edit Subscription Rules. Teamcenter displays the Subscription Rules dialog box. 3. In the Subscription Rules dialog box, select the subscription and click Delete. 4. In the Confirm dialog box, click Yes. Deactivate and activate a subscription Activating and deactivating a subscription allows you to turn on or off a subscription without removing it from the subscription rule list. 1. Select a task or schedule. 2. Choose Edit Subscription Rules. Teamcenter displays the Subscription Rules dialog box. 3. To deactivate a subscription, select the subscription in the Subscription Rules dialog box and click Deactivate. 4. To activate a subscription, select the subscription in the Subscription Rules dialog box and click Activate Service Scheduler Guide PLM00173 C

37 Chapter 4 Preparing for scheduling service work Preparing for scheduling service work Preparation checklist Managing calendars Base calendar User calendar Schedule calendar Schedule user calendar Setting up the calendars Set daily defaults Set times for specific dates PLM00173 C Service Scheduler Guide

39 Chapter 4 Preparing for scheduling service work Preparing for scheduling service work You prepare for scheduled service work by: Completing the tasks documented in the preparation checklist for your implementation. Managing the calendars that you use for the service schedule. You can set up work days, work hours, holidays, and vacations used by your organization when creating service schedules. Preparation checklist Depending on your Service Scheduler implementation, you must complete the following tasks before you schedule any service work. Task Task information Relation in Service Scheduler Create the as-maintained physical structure you are servicing. Create the physical locations for uninstalled parts. Create the characteristic definitions for the physical parts you are servicing. You must assign the characteristics to the physical parts. Service Manager Guide Service Manager Guide Service Manager Guide You create work orders for the physical asset being serviced. You create part movements for job cards or job tasks that uninstall or replace physical parts. You record the utilization for physical parts related to work orders or job cards. PLM00173 C Service Scheduler Guide 4-1

40 Chapter 4 Preparing for scheduling service work Managing calendars Teamcenter uses four types of calendars that allow you to set up work days, work hours, holidays, and vacations used by your organization when creating project schedules. Base calendar User calendar Schedule calendar Schedule user calendar Calendars define working times. They do not define hours per day. Schedule, user, and schedule user calendars reference a parent base calendar. A calendar inherits all exceptions from the parent calendar. An exception is any deviation from Monday to Friday as working days of a week and 8 a.m. to 5 p.m. as working hours per day. Therefore, any workday considered as a nonworkday, or vice versa, qualifies as an exception. A calendar can also inherit the default working times from the parent calendar. Base calendar The base calendar, which is installed by Teamcenter, is used as the master calendar when creating schedules. It shows which days are workdays, hours in a workday, holidays and days off. The base calendar is set up and maintained by your system administrator. For example, if your organization has a four-day work week, you set Daily Defaults for Monday, Tuesday, Wednesday, and Thursday to be 10 hours; for Friday you would set Daily Defaults to 0. A site can have several base calendars. Teamcenter provides the following three default base calendars: Standard Night Shift 24 Hour When you select the base calendar, you can also select the time zone. For more information about calendars, see the Organization Guide. For more information about default base calendars, see the Preferences and Environment Variables Reference. User calendar The user calendar allows you to set days off, holidays, and working times in a day for an individual resource. It can also be created by the system administrator. Once created, you can access it through My Teamcenter. User calendars can be created from both My Teamcenter and the Organization application. Nonadministrative users create their own resource calendars from My Teamcenter, while administrative users can create calendars for other users from Organization. 4-2 Service Scheduler Guide PLM00173 C

41 Preparing for scheduling service work For more information about calendars, see the Organization Guide. Schedule calendar The schedule calendar allows you to set days off, holidays, and working times in a day for the current schedule. When you create a schedule, its calendar is the same as the default base calendar specified by the Default_Base_Calendar_Preference value. When you change a schedule calendar, the schedule is automatically recalculated. Schedule user calendar The schedule user calendar lets you to set days off, holidays, and working times in a day for an individual user. The schedule user calendar for a resource is blank until you create one. Work time is determined by calendar precedence. For example, when a user is assigned to a task, the user work time is determined as follows: If a schedule user calendar exists, it determines user work time. If no schedule user calendar is present, but a user calendar exists, the user calendar determines user work time. If neither a schedule user calendar nor a user calendar exists, the schedule calendar is used. Setting up the calendars You can set daily defaults and working times for specific dates. Set daily defaults From the Daily Defaults section, you can change workdays and change the number of hours in a day for scheduling purposes. The Daily Defaults section allows you to set daily defaults as follows: User calendar Set daily defaults for the current user. Schedule calendar Set daily defaults for the current schedule. Schedule user calendar Set daily defaults for each user in the schedule. 1. Open the calendar to update: User calendar From My Teamcenter, choose Edit Calendar Show Calendar. If the user calendar does not exist, you are prompted to create one. Schedule calendar PLM00173 C Service Scheduler Guide 4-3

42 Chapter 4 Preparing for scheduling service work Choose Schedule Schedule Calendar. To modify a schedule calendar, the schedule must be unpublished. For information about unpublishing a schedule, see Manage schedule properties. Schedule user calendar Choose Schedule Schedule Membership. Teamcenter displays the Schedule Membership dialog box. From the Schedule Membership dialog box, click the Calendar button next to the resource name. If the schedule user calendar does not exist, you are prompted to create one. Schedule user calendars cannot be created for groups, roles, or disciplines. 2. Select each day you want to change. To change a workday to a nonworkday, click Non Working in For Selected Date(s). To change a nonworkday to a workday, click either Default or Working HH:MM in For Selected Date(s). 3. Click Details. The system displays the Daily Defaults Details dialog box. The working times for a day are determined by time ranges with starting and ending times defined from 00:00 to 24:00. The default 8 a.m. to 5 p.m. Working time is defined by two time ranges (08:00-12:00 and 13:00-17:00). You can define up to five time ranges on a given day, but they cannot overlap. Times are entered relative to the time zone selected for the calendar. Changing the value of the time zone for a schedule calendar does not change the value of the time zone for a schedule user calendar. Set times for specific dates 1. Open the calendar to update. Schedule calendar Choose Schedule Schedule Calendar. Schedule user calendar From the Schedule Membership dialog box, click the Calendar button next to the resource name. 2. Select the day you want to change. To change a workday to a holiday, select Non Working. 4-4 Service Scheduler Guide PLM00173 C

43 Preparing for scheduling service work To change the working times, select Working HH:MM. 3. Click Details to adjust the working times. 4. Click OK. PLM00173 C Service Scheduler Guide 4-5

45 Chapter 5 Defining the scheduled service work Defining the scheduled service work Creating work orders Create a work order Display open work orders Assigning participants to a work order Assign participants to a work order Creating job cards Create a job card Sequencing job cards Delete a job card Creating job tasks Create a job task using the wizard Create a job task using the task box Sequence job tasks Delete a job task Viewing schedule summaries Displaying and customizing the task status in the task table Customize the status indicator display Updating properties for work orders, job cards, or job tasks Defining characteristics for a job card or job task Define characteristics for a job card or job task Creating a derived characteristic Create a derived characteristic Assign existing characteristics to a job card or job task Remove an assigned characteristic Creating supporting information Create supporting information PLM00173 C Service Scheduler Guide

Chapter 5 Defining the scheduled service work Defining the scheduled service work As the maintenance planner, you define the scheduled service work to be performed on the physical assets.

47 Chapter 5 Defining the scheduled service work Defining the scheduled service work As the maintenance planner, you define the scheduled service work to be performed on the physical assets. You define the scheduled work by: Creating work orders Work orders define the scope of service work needed to be performed on physical assets. Creating job cards Job cards define the service actions that are performed by a service technician on a physical asset to fulfill the work order. Creating job tasks PLM00173 C Service Scheduler Guide 5-1

48 Chapter 5 Defining the scheduled service work Job tasks define the service action steps that are performed by a service technician to complete the parent job card or parent job task. Creating characteristic definitions Characteristic definitions record information for physical parts, job cards, or job tasks during maintenance. Creating supporting information You can relate supporting information such as data items and documents to a work order, job card, or a job task. The physical assets must be generated from as-maintained structures using Service Manager. For information about generating as-maintained physical structures, see the Service Manager Guide. Creating work orders There are two components of the scope of work, the work order and the schedule. Work order A work order defines the scope of service work needed to be performed on a physical asset or assets. You create job cards and job tasks related to the work order to define the scope of work required to complete the work order. In addition, you must identify the affected physical assets that are serviced by the work order and the physical location where the work is performed. You can relate more than one physical asset to a work order. Optionally, you can identify a customer contact and customer location that is associated to the work order. A work order contains the following three states that define the status, degree of completion, and the business decisions during the service scheduling: o Closure o o Maturity Disposition You design your workflow process to dictate how these work order states progress and transition from one value to the next. You assign participants to a work order to represent each of the roles used by the workflow. For more information about work order change states, see Service Scheduler work order states. Schedule When you create a work order, you create an associated schedule. When you create the schedule, you define a start date and finish date for the entire schedule. The start date and finish dates for the related job cards you create must fall within the schedule range. The schedule task related to the work order contains the following summary properties that are used to track the job cards and their job tasks: 5-2 Service Scheduler Guide PLM00173 C

Defining the scheduled service work o o o o o o Actual Start Date Actual Finish Date Duration Work Estimate Work Complete Work Complete Percent When you initially create the work order, the Status

49 Defining the scheduled service work o o o o o o Actual Start Date Actual Finish Date Duration Work Estimate Work Complete Work Complete Percent When you initially create the work order, the Status property of the schedule task is set to Not Started indicating the start action has not yet occurred. When you update the Work Complete or Work Complete Percent properties on the related job card or job task, the start action occurs and sets the Status to In Progress and sets the Actual Start Date to the date when the start action occurred. The start actions on a schedule task do not affect the Closure, Maturity, or Disposition states of the work order. Example A robot s gripper has poor traction and is dropping items. You create a work order and schedule to upgrade the robot. Create a work order 1. From the navigation pane, click Service Scheduler. 2. Do one of the following to create the work order: Choose FilefiNewfiWork Order. Click the Work Order button on the main toolbar at the top of the Service Scheduler pane. Right-click a physical part and choose NewfiWork Order. Right-click a physical location and choose NewfiWork Order. PLM00173 C Service Scheduler Guide 5-3

50 Chapter 5 Defining the scheduled service work Right-click a company contact and choose NewfiWork Order. Right-click a company location and choose NewfiWork Order. 3. In the Create Work Order dialog box, complete the following information for the work order. Field name Definition Valid values ID Revision Synopsis The work order ID (required). Leave the field blank to automatically assign an ID. The revision of the work order (required). Leave the field blank to automatically assign an ID. The work order name or description of the work order (required). Alphanumeric string (1 128 characters) Alphanumeric string (1 32 characters) Alphanumeric string (1 240 characters) 4. Perform the following steps to create a schedule for the work order plan. a. Click the button next to the field Plan and select Create. b. In the Create the Schedule for the Work Order Plan dialog box, complete the following information for the schedule. Field name Definition Valid values ID Revision Name Time Zone Start Date End Date The schedule ID (required). Leave the field blank to automatically assign an ID. The revision of the schedule (required). Leave the field blank to automatically assign an ID. The name of the schedule (required). The time zone used for the schedule. The start date for the work performed (required). The finish date for the work performed (required). Alphanumeric string (1 128 characters) Alphanumeric string (1 32 characters) Alphanumeric string (1 128 characters) This value is set to the site and time zone defined for the calendar specified by the Default Base Calendar preference. Click the Set Date button and select a date from the calendar. Click the Set Date button and select a date from the calendar. 5-4 Service Scheduler Guide PLM00173 C

51 Defining the scheduled service work Field name Definition Valid values Is Schedule Public Is Percent Linked Set to true to specify the schedule is public. A public schedule can be viewed by anyone, including users that are not assigned to the schedule. You are assigned observer rights to a public schedule, unless you are granted additional rights. Set to true for the following rules to apply: If you change the work completed, the percentage completed changes to equal the percent of scheduled work completed. If you change the percentage completed, the work completed changes to equal the scheduled work multiplied by the percentage completed. true false true false Published Set to false if you do not want any correlation between work completed and percentage completed. Set to true to specify the schedule is published. Published schedules allow other users access to the schedule. By default, this option is selected. Only the owner of the schedule can publish or unpublish a schedule at any time using the Schedule Properties dialog box. To deny access to the schedule to other users, keep it unpublished. Publish it when you are ready for others to view or edit it. true false PLM00173 C Service Scheduler Guide 5-5

52 Chapter 5 Defining the scheduled service work Field name Definition Valid values Are notifications enabled Use Finish Date Scheduling Set to true to specify notifications are sent when specific triggers occur within a schedule. By default, this option is selected. For more information about managing notifications, see What is a notification?. true false Set to true to specify true finish-date-based scheduling. false The default selection is determined by the SM_SCHEDULING_ENGINE_DATE preference. If you select this option, you create your tasks from the finish date backward rather than from the start date forward and the following rules apply: As a manager creates tasks and defines dependencies, tasks move earlier in the schedule. The Gantt chart allows you to change task duration by dragging the start of a task. c. Click Finish to create the schedule. 5. In the Create Work Order dialog box, perform the following steps to add or remove the physical assets from the work order. This required field is already filled in if you selected a physical part when you created the work order. The physical assets must be generated from as-maintained structures using Service Manager. 5-6 Service Scheduler Guide PLM00173 C

53 Defining the scheduled service work Actions for an asset Add an asset. Steps a. Click the button next to the Asset field and select Add. b. In the Search dialog box, click the Search tab and complete the following information to set up filters for searching. Field name Definition Valid values Part Number Serialized Serial Number Lot Lot number Manufacturer s ID Physical Part UID Manufactured After Manufactured Before Part number of the physical part. Value of the serialized property. Click true to search for serialized parts. Serial number of the physical part. Value of the lot property. Click true to search for lot parts. Lot number of the physical part. Manufacturer of the physical part. Unique identifier of the physical part. Manufacturing date used to filter physical parts with manufacturing dates greater than the date entered. Manufacturing date used to filter physical Alphanumeric (1 128 characters) true false Alphanumeric (1 128 characters) true false Alphanumeric (1 32 characters) Alphanumeric (1 128 characters) Alphanumeric (1 128 characters) Click the Set Date button and select a date from the calendar. Click the Set Date button and PLM00173 C Service Scheduler Guide 5-7

54 Chapter 5 Defining the scheduled service work Actions for an asset Steps parts with manufacturing dates before the date entered. select a date from the calendar. c. Click Find. d. Select the physical parts from the results and click OK. Remove an asset. a. In the Asset field, select the physical parts you want to remove. b. Click the button next to the Asset field and select Remove. 6. In the Create Work Order dialog box, perform the following steps to create, add, or clear a physical location for the work order. This required field is already filled in if you selected a physical location when you created the work order. Actions for a physical location Steps Add a physical location. a. Click the button next to the Work Performed At field and select Add. b. In the Search dialog box, click the Search tab and complete the following information to set up filters for searching. Field name Definition Valid values ID Location Name Location Type Unique ID of the physical location. Name of the physical location The type of physical location. Alphanumeric (1 128 characters) Alphanumeric (1 128 characters) Types are defined by the Physical Location Type LOV. For more information about the Physical Location Type LOV, see the 5-8 Service Scheduler Guide PLM00173 C

55 Defining the scheduled service work Actions for a physical location Steps Service Manager Guide. c. Click Find. d. Select the physical location from the results and click OK. Create a physical location. a. Click the button next to the Work Performed At field and select Create. b. In the Create Physical Location dialog box, complete the following information for the physical location. Field name ID Location Name Location Type Definition Unique ID for the physical location (required). If blank, the ID is automatically assigned. Name for the physical location (required). The type of physical location (required). Description Description of the physical location. Valid values Alphanumeric (1 128 characters) Alphanumeric (1 128 characters) Types are defined by the Physical Location Type LOV. For more information about the Physical Location Type LOV, see the Service Manager Guide. Alphanumeric (1 240 characters) c. Click Finish. PLM00173 C Service Scheduler Guide 5-9

56 Chapter 5 Defining the scheduled service work Actions for a physical location Remove a physical location. Steps a. In the Work Performed At field, select the physical location you want to remove. b. Click the button next to the Work Performed At field and select Clear. 7. In the Create Work Order dialog box, perform the following steps to create, add, or remove a company contact you want to relate to the work order. This field is already filled in if you selected a company contact when you created the work order. Actions for a company contact Steps Add a company contact. a. Click the button next to the Company Contacts field and select Add. b. In the Search dialog box, click the Search tab and complete the following information to set up filters for searching. Field name Definition Valid values First Name Last Name Phone (Business) Phone (Home) Phone (Mobile) Fax First name of the company contact. Last name of the company contact. Business phone number of the company contact. Home phone number of the company contact. Mobile phone number of the company contact. Fax number of the company contact. Alphanumeric (1 32 characters) Alphanumeric (1 32 characters) Alphanumeric (1 32 characters) Alphanumeric (1 32 characters) Alphanumeric (1 32 characters) Alphanumeric (1 32 characters) 5-10 Service Scheduler Guide PLM00173 C

57 Defining the scheduled service work Actions for a company contact Steps Pager Pager number of the company contact. address of the company contact. Alphanumeric (1 32 characters) Alphanumeric (1 80 characters) c. Click Find. d. Select the company contact from the results and click OK. Create a company contact. a. Click the button next to the Company Contacts field and select Create. b. In the Create Company Contact dialog box, complete the following information for the company contact. Field name Definition Valid values Title First Name Last Name Phone (Business) Phone (Home) Phone (Mobile) Title of the company contact. First name of the company contact. Last name of the company contact. Business phone number of the company contact. Home phone number of the company contact. Mobile phone number of the company contact. Mr. Mrs Ms. Dr. Alphanumeric (1 32 characters) Alphanumeric (1 32 characters) Alphanumeric (1 32 characters) Alphanumeric (1 32 characters) Alphanumeric (1 32 characters) PLM00173 C Service Scheduler Guide 5-11

58 Chapter 5 Defining the scheduled service work Actions for a company contact Steps Fax Pager Description Fax number of the company contact. Pager number of the company contact. address of the company contact. Description of the company contact. Alphanumeric (1 32 characters) Alphanumeric (1 32 characters) Alphanumeric (1 80 characters) Alphanumeric (1 240 characters) Remove a company contact. c. Click Finish. a. In the Company Contacts field, select the company contact you want to remove. b. Click the button next to the Company Contacts field and select Remove. 8. In the Create Work Order dialog box, perform the following steps to create, add, or remove a company location you want to relate to the work order. This field is already filled in if you selected a company location when you created the work order. Actions for company location Steps Add a company location. a. Click the button next to the Company Locations field and select Add. b. In the Search dialog box, click the Search tab and complete the following information to set up filters for searching. Field name Definition Valid values Name Street Name of the company location. Street of the company location. Alphanumeric (1 128 characters) Alphanumeric (1 32 characters) 5-12 Service Scheduler Guide PLM00173 C

59 Defining the scheduled service work Actions for company location Steps City State/Province Postal Code Country Description URL City of the company location. State or province of the company location. Postal code of the company location. Country of the company location. Description of the company contact. URL relating to the company contact. Alphanumeric (1 40 characters) Alphanumeric (1 40 characters) Alphanumeric (1 32 characters) Alphanumeric (1 40 characters) Alphanumeric (1 240 characters) Alphanumeric (1 240 characters) c. Click Find. d. Select the company location from the results and click OK. Create a company location. a. Click the button next to the Company Locations field and select Create. b. In the Create Company Contact dialog box, complete the following information for the company location. Field name Definition Valid values Name Street City State/Province Name of the company location. Street of the company location. City of the company location. State or province of the company location. Alphanumeric (1 128 characters) Alphanumeric (1 32 characters) Alphanumeric (1 40 characters) Alphanumeric (1 40 characters) PLM00173 C Service Scheduler Guide 5-13

60 Chapter 5 Defining the scheduled service work Actions for company location Steps Postal Code Country URL Description Postal code of the company location. Country of the company location. URL relating to the company location. Description of the company location. Alphanumeric (1 32 characters) Alphanumeric (1 40 characters) Alphanumeric (1 240 characters) Alphanumeric (1 240 characters) Remove a company location. c. Click Finish. a. In the Company Locations field, select the company location you want to remove. b. Click the button next to the Company Locations field and select Remove. The Create Work Order dialog box reappears with the populated fields. 9. Click Finish to create the work order. The work order plan schedule is created. 01 Nov-2011 Object Start Date Finish Date M T W T F S S Upgrade Robot 01 Nov Jan 2012 START Display open work orders You can display open work orders that perform the My Open Works saved query. By default, all work orders that have the Closure property set to Open are displayed. For information about changing saved queries, see the Query Builder Guide. 1. From the navigation pane, click Service Scheduler. 2. Click the Work Order Home tab. The open work orders are displayed Service Scheduler Guide PLM00173 C

61 Defining the scheduled service work Work Order Home My Open Works Upgrade Robot Work Order Upgrade Robot Inspect Robot Work Order Inspect Robot Assigning participants to a work order The workflow administrator creates the workflows to approve, cancel, reopen, or close service requests and requested activities. User roles are defined in the workflow to assign specific tasks. These roles represent different types of users that are involved in various phases of the review and approval process. For any given work order, you can assign different participants to each of the roles used by the workflow. Those participants are used only in the review and approval process for that specific work order. The following roles are used for reviewing and approving work orders. Role Description Number of participants Analyst Requestor Proposed Reviewers The person who evaluates and elaborates the request. The person who created the request. The people who have signoff authority. Limited to one Limited to one One or more For more information about using workflows and adding participants, see the Rich Client Interface Guide. Assign participants to a work order 1. Click Service Scheduler. 2. Select the work order that you want to assign participants to and choose Tools Assign Participants. 3. In the Assign Participants dialog box, select the participant type (for example, Analyst). 4. Click either the Organization or Project Teams tab and select a user to assign to the participant type. You can search for a group, role, or user in the box below the tabs. Use Resource Pool Options to assign a set of group or role members as participants instead of individual users. When a group or role is selected, additional options become available. If you select a group, you can click Any Member so any member of the group can be the participant for that type. PLM00173 C Service Scheduler Guide 5-15

62 Chapter 5 Defining the scheduled service work If you select Proposed Reviewers and then select a group, you can click All Members to assign all members of the group. If you select a role under a group, you can click Any Member and choose Specific Group to assign any member of the combined group and role as the participant type or choose Any Group to assign any member of any group and the selected role as the participant type. 5. Click Add to add the participant. 6. To remove a user as a participant, select the user under the participant type and click Remove. 7. To change a participant, select the user under the participant type, select the new user in the Organization or Project Teams tab, and click Modify. 8. When you are finished assigning participants, click OK. Creating job cards A job card defines a service action that is performed by a service technician on a physical asset to fulfill the work order. In order to fulfill the work order, you can create multiple job cards to perform specific service actions on the physical asset. Job cards are related to the work order schedule. The job card uses the physical asset defined for the related work order. If the work order has multiple physical assets, you are required to choose the physical asset for the job card. You can optionally specify the impacted physical part that is affected by the service action. If you do not specify an impacted part, the impacted part is assumed to be the top level parent of the physical asset. If you do specify an impacted part, the impacted part must be a child of the physical asset defined for the work order. Example You create a job card to upgrade the compressor for a robot because the robot s gripper has poor traction and is dropping items. The job card is related to the work order schedule for upgrading the robot Service Scheduler Guide PLM00173 C

63 Defining the scheduled service work When you initially create the job card, the Status property of the job card is set to Not Started indicating the start action has not yet occurred. When you update the Work Complete or Work Complete Percent properties on the job card or related job tasks, the start action occurs and sets the Status to In Progress and sets the Actual Start Date to the date when the start action occurred. When you create multiple job cards, you sequence the job cards in the order they need to be implemented within the work order. When you submit the job card to a customized workflow, the activity execution types define the action the that is required to complete the job card. There are two activity execution types available when you create the job card: These values are defined by the Smr0ActivityExecutionType LOV. For more information about the Smr0ActivityExecutionType LOV, see Setting the Service Scheduler list of values (LOV). Perform The perform action is the default and is used to perform work on the physical asset related to the job card. Sign-off The sign-off action is used to sign off the work that was performed. You can relate the following types of information to a job card: Supporting information PLM00173 C Service Scheduler Guide 5-17

64 Chapter 5 Defining the scheduled service work Information used to document details on how the work on the job card can be performed. For more information about creating supporting information, see Creating supporting information. Resulting information Information used to document evidence of the work completed. For more information about creating resulting information, see Creating resulting information. Create a job card 1. From the navigation pane, click Service Scheduler. 2. Select the schedule related to the work order where you want to create the job card and do one of the following: Choose FilefiNewfiJob Card. On the main toolbar at the top of the Service Scheduler pane, click the Job Card button. Right-click the schedule and choose NewfiJob Card. For information about searching for work orders, see Searching for Service Scheduler objects. 3. In the Create Job Card dialog box, complete the following information for the job card. Field name Definition Valid values ID Revision The job card ID (required). Leave the field blank to automatically assign an ID. The revision of the job card (required). Leave the field blank to automatically assign an ID. Alphanumeric string (1 128 characters) Alphanumeric string (1 32 characters) Name The job card name (required). Alphanumeric string (1 128 characters) 5-18 Service Scheduler Guide PLM00173 C

65 Defining the scheduled service work Field name Definition Valid values Activity Execution Type Define the action that is required to complete the job card (required). Perform Sign-off These values are defined by the Smr0ActivityExecutionType LOV. For more information about the Smr0ActivityExecutionType LOV, see Setting the Service Scheduler list of values (LOV). 4. Perform the following steps to add or remove the physical asset from the job card: This required field is already filled in if you selected only one physical part when you created the work order related to the job card. If multiple physical assets were selected for the work order, you must select one of those assets to be used for the job card. Actions for an asset Add an asset. Steps a. Click the button next to the Asset field and select Add. b. In the Select Physical Asset dialog box, select one of the physical parts from the asset list. Clear an asset. c. Click OK. a. Click the button next to the Asset field and select Clear. 5. In the Create Job Card dialog box, perform the following steps to optionally add or remove an impacted part from the job card. The impacted part is the physical part affected by the service action. PLM00173 C Service Scheduler Guide 5-19

66 Chapter 5 Defining the scheduled service work Actions for an asset Steps Add an impacted part. a. Click the button next to the field Impacted Part and select Add. b. In the Maintenance Tree dialog box, expand the physical assembly and select one of the physical parts. c. Click OK. Clear an impacted part. a. Click the button next to the field Impacted Part and select Clear. 6. In the Create Job Card dialog box, complete the remaining information for the job card. Field name Definition Valid values Start Date Finish Date Work Estimate Fixed Type The proposed start date for the job card. The start date must be within the parent schedule. The proposed finish date for the job card. The finish date must be after the start date and within the parent schedule. The estimated number of labor hours to complete the work. The default is 8 hours (required). The work, duration, or resource value for the job card that you want to remain constant. The default is fixed work (required). Click the Set Date button and select a date from the calendar. Click the Set Date button and select a date from the calendar. Floating point value. Fixed Work (Default) Keeps the hours constant while duration or resource to task is modified. Fixed Duration Keeps the length of time constant while the work or resource is modified. Fixed Resource Keeps the resource constant while the work or duration is modified Service Scheduler Guide PLM00173 C

67 Defining the scheduled service work Field name Definition Valid values Narrative 7. Click Finish to create the job card. The narrative description for the job card. The narrative can be used as input for work instructions. Alphanumeric string (1 256 characters). The job card is created under the parent schedule and displayed in the task table. 01 Nov-2011 Object Start Date Finish Date M T W T F S S Upgrade Robot 01 Nov Jan 2012 START Upgrade Compressor 01 Nov Nov 2011 Upgrade Compressor For more information about viewing schedule summaries, see Viewing schedule summaries. Sequencing job cards You can sequence job cards by: Creating task dependencies You can create task dependencies between two tasks to link their required order of completion. If two tasks must occur in a certain order, you can create start-to-start, start-to-finish, finish-to-start, and finish-to-finish dependencies between them to ensure their correct sequencing. Creating task constraints You can use constraints to force a shift in the schedule honoring the constraint type. The constraint type is indicated by a red marker on the Gantt chart task bar. Delete a job card 1. From the navigation pane, click Service Scheduler. 2. Select the job card you want to delete and do one of the following: Choose EditfiDelete. Click the button at the top of the Service Scheduler pane. The job card and all related job tasks are deleted from the schedule. Creating job tasks A job task defines the service action steps that are performed by a service technician to complete the parent job card or parent job task. You can create nested job tasks to PLM00173 C Service Scheduler Guide 5-21

Chapter 5 Defining the scheduled service work further break down a parent job task into separate tasks. You can create job tasks using the job task wizard or the task box.

68 Chapter 5 Defining the scheduled service work further break down a parent job task into separate tasks. You can create job tasks using the job task wizard or the task box. Example To complete a job card for upgrading the compressor in a robot, you create separate job tasks to uninstall the compressor and install the new compressor. The job tasks are related to the job card and the job card is related to the work order schedule. When you initially create the job task, the Status property of the job task is set to Not Started indicating the start action has not yet occurred. When you update the Work Complete or Work Complete Percent properties on the job task or related job tasks, the start action occurs and sets the Status to In Progress and sets the Actual Start Date to the date when the start action occurred. When you create multiple job tasks, you sequence the job tasks in the order they need to be implemented within the work order. When you submit the job task to a customized workflow, the activity execution types define the action that is required to complete the job task. When a job task has nested job tasks, the nested leaf node job tasks are implemented. There are two activity execution types available when you create the job task: Perform The perform action is the default and is used to perform work on the physical asset related to the job task Service Scheduler Guide PLM00173 C

69 Defining the scheduled service work Sign-off The sign-off action is used to sign off the work that was performed. You can relate the following types of information to a job task: Supporting information Information used to document details on how the work on the job task can be performed. For more information about creating supporting information, see Creating supporting information. Resulting information Information used to document evidence of the work completed. For more information about creating resulting information, see Creating resulting information. Create a job task using the wizard 1. From the navigation pane, click Service Scheduler. 2. Select the job card or job task where you want to create the job task and do one of the following: Choose FilefiNewfiJob Task. Click the Job Task button on the main toolbar at the top of the Service Scheduler pane. Right-click the job card or job task and choose NewfiJob Task. If you have created any part movements or assigned characteristics to the parent job or job task, a dialog box appears indicating that those items will not be captured. Click Yes to continue or No to cancel. 3. In the Create Job Task dialog box, complete the following information for the job task. Field name Definition Valid values ID Revision The job task ID (required). Leave the field blank to automatically assign an ID. The revision of the job task (required). Leave the field blank to automatically assign an ID. Alphanumeric string (1 128 characters) Alphanumeric string (1 32 characters) Name The job task name (required). Alphanumeric string (1 128 characters) PLM00173 C Service Scheduler Guide 5-23

70 Chapter 5 Defining the scheduled service work Field name Definition Valid values Activity Execution Type Work Estimate Fixed Type Define the action that is required to complete the job task (required). The estimated number of labor hours to complete the work. The default is 8 hours (required). The work, duration, or resource value for the job task that you want to remain constant. The default is fixed work (required). Perform Sign-off These values are defined by the Smr0ActivityExecutionType LOV. For more information about the Smr0ActivityExecutionType LOV, see Setting the Service Scheduler list of values (LOV). Floating point value. Fixed Work (Default) Keeps the hours constant while the duration or resource to task is modified. Fixed Duration Keeps the length of time constant while the work or resource is modified. Narrative The narrative description for the job task. The narrative can be used as input for work instructions. Fixed Resource Keeps the resource constant while the work or duration is modified. Alphanumeric string (1 256 characters). 4. Click Finish to create the job task. The job task is created under the parent job card or parent job task and displayed in the task table. The parent job cards or job tasks display a black summary bar and the sub tasks display a light blue bar Service Scheduler Guide PLM00173 C

71 Defining the scheduled service work 01 Nov-2011 Object Start Date Finish Date M T W T F S S Upgrade Robot 01 Nov Jan 2012 START Upgrade Compressor Uninstall Compressor 01 Nov Nov Nov Nov 2011 Upgrade Compressor Uninstall Compressor For more information about viewing schedule summaries, see Viewing schedule summaries. Create a job task using the task box 1. From the navigation pane, click Service Scheduler. 2. Select the job card or job task where you want to create the job task. 3. Type the task name in the Task box at the top of the task table. 4. In the Work box, type the task work. You can specify the task work in weeks, days, or hours by adding the w, d, or h suffix to the value. You can also enter decimal values for task work, for example, 12.5h. The default task work is displayed in h (hours) and the default value is 8. Regardless of the suffix specified, Service Scheduler converts and displays the task work in hours. 5. Click Create. The job task is created under the parent job card or parent job task and is displayed in the task table. 01 Nov-2011 Object Start Date Finish Date M T W T F S S Upgrade Robot 01 Nov Jan 2012 START Upgrade Compressor Uninstall Compressor 01 Nov Nov Nov Nov 2011 Upgrade Compressor Uninstall Compressor The job task is created with the following default information: The Fixed Type attribute for the job card is set to Fixed Work. The Activity Execution Type attribute for the job card is set to Perform. For information about updating properties for job tasks, see Updating properties for work orders, job cards, or job tasks. For more information about viewing schedule summaries, see Viewing schedule summaries. PLM00173 C Service Scheduler Guide 5-25

72 Chapter 5 Defining the scheduled service work Sequence job tasks You can sequence job tasks by: Creating task dependencies You can create task dependencies between two tasks to link their required order of completion. If two tasks must occur in a certain order, you can create start-to-start, start-to-finish, finish-to-start, and finish-to-finish dependencies between them to ensure their correct sequencing. Creating task constraints You can use constraints to force a shift in the schedule honoring the constraint type. The constraint type is indicated by a red marker on the Gantt chart task bar. Manipulating tasks You can manipulate tasks by cutting, copying, pasting, and positioning the tasks and changing the task duration. Delete a job task When manipulating job tasks by cutting, copying, pasting, and positioning the tasks, all related information such as part movements, characteristic values, and part requests will not be copied. 1. From the navigation pane, click Service Scheduler. 2. Select the job task you want to delete and do one of the following: Choose EditfiDelete. Click the button at the top of the Service Scheduler pane. The job task and all the sub job tasks are deleted from the schedule. Viewing schedule summaries The schedule summaries are displayed using the task table and Gantt chart in Service Scheduler. The schedule task is used as a summary mechanism to track properties from the job cards and their child job tasks. In addition, job cards or job tasks that contain children contain the summary information for their child job tasks. The following properties for the summary tasks are dependent on their child tasks: Start date The start date for the schedule task, parent job card, or job task is set to the earliest start date of its child tasks. Finish date The finish date for the schedule task, parent job card, or job task is set to the latest finish date of its child tasks Service Scheduler Guide PLM00173 C

73 Defining the scheduled service work Work Estimate The total estimated work for the schedule task, parent job card, or job task is rolled up from its child tasks. Status The status for the schedule task, parent job card, or job task is dependent on its child tasks. Work Complete The total estimated work for the schedule task, parent job card, or job task is rolled up from its child tasks. Work Complete Percent The percentage of completed work for the schedule task, parent job card, or job task is calculated from its child tasks. As the following figure shows, the schedule summary task is displayed as the schedule symbol in the task table and the summary task is displayed as a black bar in the Gantt chart that spans the duration of its child job tasks. 01 Nov-2011 Object M T W T F S S Upgrade Robot START Upgrade Compressor Compressor Upgrade Inspect Compressor Uninstall Compressor Inspect Compressor Uninstall Compressor Install New Compressor Compressor Install New Displaying and customizing the task status in the task table The status of job cards and job tasks is displayed in the task table by a colored indicator that appears next to the task name. Once the task starts, the indicator shows the current state of the task. The term task refers to job cards and job tasks unless otherwise specified. The term summary task refers to job cards or job tasks with children. During the life of the schedule, task status can be updated by Service Scheduler. For example, if a task has a status of Not Started and a value for Work Complete or Work Complete Percent, Service Scheduler changes the status to In Progress. If the value for Work Complete Percent is entered as 100%, Service Scheduler changes the task status to Complete. PLM00173 C Service Scheduler Guide 5-27

74 Chapter 5 Defining the scheduled service work The following table describes each task status and the color assigned to the indicator. You can customize the status indicator display. For more information, see Customize the status indicator display. Task status Color Symbol Description Not Started None None Generally indicates that no work has been performed on the task. For example, the Task Work Estimate is set to 8 hours but the Work Complete is 0 hours and the Work Complete Percent is 0%. This is the default status of tasks when tasks are initially created. Setting the status to Not Started does not reset Percent Work Complete or Work Complete. To display the highlighted blue bar, select a task that is not started. If you do not select the task, you do not see the white indicator. In Progress Green Indicates the task work is in progress. Needs Attention Red This task status is the result of the Work Complete value less than the Task Work Estimate value. Initial change to Work Complete or Percent Work Complete triggers Service Scheduler to set the status to In Progress from Not Started. Indicates the schedule coordinator needs to review the task and resolve any issues. Complete Blue Indicates that work on a task is complete. This task status is the result of one of the following: The Task Work Estimate value equals the Work Complete value. Service Scheduler sets the status to Complete if the Percent Work Complete attribute is linked to Work Complete (schedule option). Service Scheduler also sets the status to Complete if you drag the work complete bar on the Gantt chart to the end of the task. This action sets the Work Complete value to the Task Work Estimate value. The task status is changed to Complete regardless of Work Complete or Percent Work Complete Service Scheduler Guide PLM00173 C

75 Defining the scheduled service work Task status Color Symbol Description When the task status is changed to Complete, the Percent Work Complete is changed to 100%. Likewise, when the Percent Work Complete is set to 100%, Service Scheduler changes the status to Complete. Abandoned Gray Indicates no further work is being done on the task. The value of Work Complete does not change. Service Scheduler does not automatically change a task s status to Abandoned. Late Yellow Indicates the Finish date for the task has occurred but the Work Complete Percent is not 100%. Service Scheduler does not automatically change a task s status to Late. To quickly identify tasks needing attention, scan the task table for red task status indicators. Customize the status indicator display 1. Choose Edit Options. 2. Select Status Indicators. 3. In the Status Indicators dialog box, select the row from the State column you want to customize. 4. Click the... button on the right side of the Indicator column. 5. In the Select Object dialog box, do the following: a. Enter a file name or choose the graphic file to associate with the status. b. Click Select. The graphic file must be 16x16 pixels or less. Otherwise, the users receive an error when trying to select their own customized graphic image. 6. (Optional) Click Delete to delete a status. Updating properties for work orders, job cards, or job tasks You can update work order properties from the Properties dialog box. You can update job card and job task properties by: Updating the task table. PLM00173 C Service Scheduler Guide 5-29

Chapter 5 Defining the scheduled service work Using the Properties dialog box. Using Schedule Task Execution. For more information about updating task properties, see Updating task properties.

76 Chapter 5 Defining the scheduled service work Using the Properties dialog box. Using Schedule Task Execution. For more information about updating task properties, see Updating task properties. Defining characteristics for a job card or job task A characteristic definition is used to collect and record information during maintenance. You can create characteristic definitions that contain information such as how many hours a part has been used, the date the asset was put into commission, or the operating temperature of the part. You can create and assign life, observation, and date characteristic definitions to a job card or job task with no children. The condition SSS0AllowsJobActivityReferences determines whether you can relate a characteristic to a job or job task. By default, the Status property for the job card or job task must be set to any of the following: Not Started In Progress Late Needs Attention For more information about setting the conditions, see Setting Service Scheduler conditions Service Scheduler Guide PLM00173 C

77 Defining the scheduled service work To ensure the correct physical configuration for the job card or job task is used when assigning characteristics, you cannot assign characteristics to a job card or job task when: The job card or job task has a related part movement. For more information about creating part movements, see Managing part movement. The job card is an upgrade job card. For more information about setting up upgrade job cards, see Defining upgrade job cards. Define characteristics for a job card or job task 1. From the navigation pane, click Service Scheduler. 2. From the Service Scheduler view, select the job card or job task where you want to create the characteristic and do one of the following: To create this type of characteristic Do the following Life a. Do one of the following: Choose FilefiNewfiLife Characteristic. Right-click the job card or job task and choose NewfiLife Characteristic. b. Enter the following information for the life characteristic. Field name Definition Valid values Characteristic Name Unit Precision Name of Alphanumeric the life (1 128 characteristic. characters) Unit of measure for the recorded value. The number of decimal places. Alphanumeric (1 128 characters) Integer c. In the Derived Expression box, type the expression or formula for the derived characteristic or click the button to use the wizard. PLM00173 C Service Scheduler Guide 5-31

78 Chapter 5 Defining the scheduled service work To create this type of characteristic Do the following For information about creating derived characteristics, see Create a derived characteristic. d. Click OK to create the observation characteristic. Alternatively, click Cancel to exit. Observation a. Do one of the following: Choose FilefiNewfiObservation Characteristic. Right-click the job card or job task and choose NewfiObservation Characteristic. b. Enter the following information for the observation characteristic. Field name Definition Valid values Characteristic Name Unit Precision Name of the Alphanumeric observation (1 128 characteristic. characters) Unit of measure for the recorded value. The number of decimal places. Alphanumeric (1 128 characters) Integer c. In the Derived Expression box, type the expression or formula for the derived characteristic or click the button to use the wizard. For information about creating derived characteristics, see Create a derived characteristic. d. Click OK to create the observation characteristic. Alternatively, click Cancel to exit Service Scheduler Guide PLM00173 C

79 Defining the scheduled service work To create this type of characteristic Do the following Date a. Do one of the following: Choose FilefiNewfiDate Characteristic. Right-click the job card or job task and choose NewfiDate Characteristic. b. Enter the following information for the date characteristic. Field name Name Definition Name of the date characteristic. Valid values Alphanumeric (1 128 characters) c. Click OK to create the date characteristic. Alternatively, click Cancel to exit. 3. To display the characteristics assigned to the job card, right-click the job card or job task and choose Open withfisummary. The assigned characteristic is displayed in the Recorded Utilization section. For more information about viewing the activity summary for job cards, see Activity summary for a job card. For more information about viewing the activity summary for job tasks, see Activity summary for a job task. Creating a derived characteristic Derived characteristic values are calculated by the system based on formulas or expressions. You can use existing life or observation characteristics when you define the formula for the derived characteristic. Example Derived characteristics are not propagated. An aircraft engine can have different life characteristics, such as the number of landings while in use. The actual life of the engine is a combination of derived characteristic values based on some predefined formulas. You can define a formula to calculate the derived life characteristic value based on the two base life characteristic values that you provide. The derived life characteristic value can then be used for calculating maintenance schedules. Create a derived characteristic 1. From the navigation pane, click Service Scheduler. PLM00173 C Service Scheduler Guide 5-33

80 Chapter 5 Defining the scheduled service work 2. From the Service Scheduler view, select the job card or job task where you want to create the life or observation characteristic. 3. Fill in the required fields to create the life or observation characteristic. For information about creating life or observation characteristics for job cards or job tasks, see Define characteristics for a job card or job task. If you want to use a life or observation characteristic in the formula for the derived characteristic, you must create those characteristics before defining the derived characteristic. 4. In the Derived Expression box, choose the following methods: Type in the expression or formula for the derived characteristic. Click the button. a. In the Expression dialog box, enter the following information. Field name Definition Action Characteristics Operations Names of existing life or observation characteristics you wish to use in the formula for the derived expression. The Boolean operation you want to use in the expression. Click the button and select the life or observation characteristic you want to use in the expression. Click Append to append the characteristic definition in the Derived Expression box. Click the button and select one of the following operations to use in the expression: o Select + for addition o o o o Select for subtraction. Select * for multiplication. Select / for division. Select ( or ) to group expressions. Click Append to append the operation in the Derived Expression box Service Scheduler Guide PLM00173 C

81 Defining the scheduled service work Field name Definition Action Derived Expression The derived expression is used for the derived characteristic. b. Click OK to create the derived characteristic. Click Append next to the Characteristics and Operations boxes to create your expression or type those values and any other values needed to complete the expression. 5. Click OK to create the life or observation characteristic using the derived characteristic. Assign existing characteristics to a job card or job task 1. To assign characteristics to a job card or job task from Service Scheduler, do the following steps: a. From the navigation pane, click Service Scheduler. b. Do one of the following: Right-click the job card or job task and choose Assign Characteristics. If the summary pane is not displayed, right-click the job card or job task and choose Open WithfiSummary. In the Summary pane, do the following: A. Click the Properties tab. B. In the Recorded Utilization section, click Assign Characteristics. 2. To assign characteristics to a job card or job task from a task in your work list, do the following steps: a. From the navigation pane, click My Worklist. b. Select the job card or job task from the work list. c. If the summary pane is not displayed, right-click the job card or job task and choose Open WithfiSummary. d. In the Summary pane, click the Properties tab. e. In the Recorded Utilization section, click Assign Characteristics. 3. In the Search dialog box, complete the following information to set up filters for searching. Field name Definition Valid values Characteristic Name Name of the characteristic Alphanumeric (1 128 characters) PLM00173 C Service Scheduler Guide 5-35

82 Chapter 5 Defining the scheduled service work Field name Definition Valid values Unit Derived Unit of measure for the recorded value Indicates whether the characteristic is a derived characteristic. Click true if the characteristic is derived. Alphanumeric (1 128 characters) true false Type Type of characteristic Life Date Observation 4. Click Find. 5. From the results list, select the characteristic you want to assign and click OK. 6. To display the characteristics assigned to the job card, right-click the job card or job task and choose Open withfisummary. The assigned characteristic is displayed in the Recorded Utilization section. For more information about viewing the activity summary for job cards, see Activity summary for a job card. For more information about viewing the activity summary for job tasks, see Activity summary for a job task. Remove an assigned characteristic 1. From the navigation pane, click Service Scheduler. 2. Select the job card or job task where you want to remove the characteristic. 3. If the summary pane is not displayed, right-click the job card or job task and choose Open WithfiSummary. 4. In the Summary pane, click the Properties tab. 5. In the Recorded Utilization section, right-click the characteristic and choose Cut. The characteristic is removed. Creating supporting information You can relate supporting information such as data items and documents to a work order, job card, or a job task. Supporting information is reference information used to document details on how the work can be performed. The References relation is used to relate the supporting information to the work order, job card, or job task Service Scheduler Guide PLM00173 C

Defining the scheduled service work If you are assigned to review any work orders, job cards, or job tasks, you can access all the supporting information related to these objects and the parent

83 Defining the scheduled service work If you are assigned to review any work orders, job cards, or job tasks, you can access all the supporting information related to these objects and the parent objects, if applicable, from your work list. Create supporting information You can also create supporting information for a work order, job card, or job task in My Teamcenter from a task in your work list. 1. From the navigation pane, click Service Scheduler. 2. Right-click the data item or documents that you want to use as supporting information and choose Copy. 3. Select the work order, job card, or job task where you want to add supporting information. 4. If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. 5. In the Summary pane, click the References tab. 6. In the Supporting Information section, click Paste. The supporting information is displayed. PLM00173 C Service Scheduler Guide 5-37

85 Chapter 6 Managing tasks and schedules Managing tasks and schedules Managing scheduled tasks Updating task properties Update task properties (task table) Update task properties (Properties dialog box) Update task properties (Schedule Task Execution view) Creating task dependencies Create task dependencies (task table) Create task dependencies (Gantt chart) Edit task dependencies (task table) Edit task dependencies (Gantt chart) Delete task dependencies (task table) Delete task dependencies (Gantt chart) Creating task constraints Add a task constraint Manipulating job tasks Cut or copy tasks Paste tasks Position tasks Change task duration Change work complete or percentage complete Arranging job tasks Arrange job tasks Using proxy tasks Add a proxy task Drag a proxy task Delete a proxy task Scroll to a task Creating milestones Create a milestone Modify a milestone Managing work order schedules Manage schedule properties Creating cross-schedule dependencies Create cross-schedule dependency Delete cross-schedule dependency Managing schedule by critical tasks Display critical path Change the critical path display color Shift a schedule Recalculate a schedule s tasks and their dependencies PLM00173 C Service Scheduler Guide

86 Check a schedule for errors Changing the zoom factor Printing schedules Print a schedule Print preview Set print preview options Service Scheduler Guide PLM00173 C

Chapter 6 Managing tasks and schedules Managing tasks and schedules As the maintenance planner, you manage the scheduled tasks and schedules for the scheduled service work.

87 Chapter 6 Managing tasks and schedules Managing tasks and schedules As the maintenance planner, you manage the scheduled tasks and schedules for the scheduled service work. You create items such as task dependencies, task constraints, milestones and cross schedule dependencies that affect the time line for the completion of scheduled service work. Managing scheduled tasks As the maintenance planner, you manage the scheduled tasks to perform the service work. PLM00173 C Service Scheduler Guide 6-1

Chapter 6 Managing tasks and schedules You manage the scheduled tasks by: Updating task properties You update the task properties to change properties such as status, duration, start dates and finish

88 Chapter 6 Managing tasks and schedules You manage the scheduled tasks by: Updating task properties You update the task properties to change properties such as status, duration, start dates and finish dates. Creating task dependencies You create task dependencies between tasks to ensure correct sequencing. Creating task constraints You create task constraints to force a shift in the schedule honoring the constraint type. Manipulating tasks You can cut, copy, paste, and position tasks in the task table. You can also change task duration and the percentage of work completed for a task. Arranging job tasks You arrange job tasks by indenting a selected job task to make it a child task of a job card or job task. Using proxy tasks You create proxy tasks to represent a real task in a different schedule that can be used in cross-schedule dependencies. Creating milestones You create milestones to identify a key date or deliverable in a schedule. The term task refers to job cards and job tasks unless otherwise specified. The term summary task refers to job cards or job tasks with children. 6-2 Service Scheduler Guide PLM00173 C

89 Managing tasks and schedules Updating task properties You can update work cards from the Properties dialog box. You can update job card and job task properties from the task table, Properties dialog box, or Schedule Task Execution view. Update task properties (task table) 1. Select a task that you want to edit in the task table. You can use the horizontal scroll bar to display task properties. 2. Double-click the cell corresponding to the task property you want to edit. 3. Enter a new value. Update task properties (Properties dialog box) 1. Select the task in the task table and perform one of the following to display the Properties dialog box: Use the Shift or Ctrl key to select multiple tasks. If you select multiple tasks and display the Properties dialog box, any values you enter in the dialog box apply to all selected tasks. Choose File Properties. Right-click the task and choose Properties. Double-click the task. The General tab displays the out-of-the-box properties. The All tab does not display the task properties in the same way as the General tab. Siemens PLM Software recommends you use the General tab to modify the task properties. 2. Modify the properties you want to update. 3. Click OK to save your changes. Update task properties (Schedule Task Execution view) 1. In either My Teamcenter, My Worklist, or the Service Scheduler application, select a schedule task. 2. Choose Window Show View Other. The Show View dialog box is displayed. 3. Select Schedule Task Execution view from the list. Click OK. The Schedule Task Execution view shows the contents of the selected schedule task. 4. Update the task attributes, as desired. PLM00173 C Service Scheduler Guide 6-3

90 Chapter 6 Managing tasks and schedules You can include the state attribute as read-only. State values are set relative to the status values, as follows: The Not Started state has the same status value. The In Progress state has three possible status values: o In Progress o o Late Needs Attention Schedule Manager does not automatically change the task status to Needs Attention. The Complete state has the same status value. The Closed state has the Abandoned status value. You can only update execution data from this view. You can use this view anywhere in the rich client where you can select a schedule task. Set the SM_EXEC_VIEW_PROPERTIES preference to specify the properties displayed in the execution view and the order in which they are displayed. For more information about this preference, see the Preferences and Environment Variables Reference. Creating task dependencies A dependency between two tasks links their required order of completion. You can create lag times between the tasks. If two tasks must occur in a certain order, you can create start-to-start, start-to-finish, finish-to-start, and finish-to-finish dependencies between them to ensure their correct sequencing. Example You create a task dependency so the Install Compressor task is dependent on the completion of the prior Uninstall Compressor task with a lag time of two weeks. The first task must be completed before the start of the second, therefore, this is a finish-to-start dependency. There are two ways to create, edit, and delete task dependencies. Using the task table. Using the Gantt chart. 6-4 Service Scheduler Guide PLM00173 C

91 Managing tasks and schedules Create task dependencies (task table) 1. Select a task in the task table. 2. Define the task dependency information. If the selected task is dependent on another task, double-click the Predecessor cell. If another task is dependent on the selected task, double-click the Successor cell. 3. Enter a task number, type of dependency, and lag time in the following format: task-number[type][+/- lag] type Specifies one of the following lag types: o o o o SS: Start-to-start FS: Finish-to-start SF: Start-to-finish FF: Finish-to-finish +/ lag The default value is FS. Specifies whether the lag time occurs after (+) or before (-) the lag type. Specifies the lag time. You can specify the lag time in weeks, days, or hours by adding the w, d, or h suffix to the value. You can also enter decimal values for lag time. The default lag time is in d (days) and the default value is 0. Regardless of the suffix specified, Service Scheduler converts and displays the lag time in days. The following table contains examples of lag time for task number 1 and a lag type of FS. In the following examples, it is assumed 1 work week = 5 days and 1 work day = 8 hours. To set the lag time to Enter 2 weeks 1FS+2w 1FS+10d Service Scheduler displays 1 and one-half weeks 1FS+1.5w 1FS+7d4h 4 days 1FS+4d or 1FS+4 1FS+4d PLM00173 C Service Scheduler Guide 6-5

92 Chapter 6 Managing tasks and schedules To set the lag time to Enter 3 days and 4 hours 1FS+3d4h or 1FS+3.5d 10 hours 1FS+10 or 1FS+1.25d Service Scheduler displays 1FS+3d4h 1FS+1d2h 6 hours and 30 minutes 1FS+6.5h 1FS+0d6.5h You are also able to create more than one dependency by using commas (for example, 5, 6SS-1, 7FS+4). If you reorder tasks, the Predecessor and Successor boxes are automatically updated with new task numbers. Proxy tasks mirror real tasks. If you change the dependencies on the real task, the dependencies on the proxy task change as well. Create task dependencies (Gantt chart) 1. Click the first task bar to display a four-headed arrow and drag the cursor straight up or straight down. 2. Position the cursor over the second task and release. While dragging the mouse, a yellow status popup appears displaying the task dependency information. After the dependency is created, a blue dependency line appears on the Gantt chart between the two dependent tasks. A Finish to Start dependency is created when you release the mouse button. To create a different dependency type, hold down the Control key when you release the mouse; this allows you to edit the type and lag before you create the dependency. You cannot create Master/Sub environment task dependencies between tasks in different schedules. Proxy tasks mirror real tasks. If you change the dependencies on the real task, the dependencies on the proxy task change as well. Edit task dependencies (task table) Perform either of the following procedures: Using the Dependencies dialog box: 1. Select the task in the task table. 2. Right-click and choose Dependencies. Teamcenter displays the Dependencies dialog box. 3. Select the dependency from either the Predecessors or Successors boxes and click Edit to display the Edit Dependency dialog box. 6-6 Service Scheduler Guide PLM00173 C

93 Managing tasks and schedules 4. From the Type list, select a dependency type. 5. In the Lag Time box, enter a lag time. Lag time is the built-in time delay between tasks. Lead and lag times are useful when you have two dependent tasks, but the time between them must remain constant. For example, you may have a task that is called paint walls. You cannot schedule the hanging pictures task until two days after the paint walls task completes because the walls need to dry. Rather than creating a new task called drying walls, you can add a lag time of 2d to the hanging pictures task. For more information about the values you can specify in the Lag Time box, see Create task dependencies (task table). Lag time is based on working time. In the example above, if the paint walls task finishes on Friday, Service Scheduler does not start the next task, hanging pictures, until Wednesday (four calendar days). 6. Click OK. Using the Predecessor or Successor columns: 1. Select the task in the task table. 2. Double-click either the Predecessor or Successor cell. 3. Change the dependency information in the box. 4. Press Enter. Proxy tasks mirror real tasks. If you edit the dependencies on the real task, the dependencies on the proxy task change as well. Edit task dependencies (Gantt chart) 1. Position the cursor over the task bar to display a four-headed arrow. 2. Right-click and choose Dependencies. Teamcenter displays the Dependencies dialog box. 3. Select the dependency from either the Predecessor or Successor boxes and click Edit to display the Edit Dependency dialog box. 4. Update the dependency. For information about the boxes in the Edit Dependency dialog box, see Edit task dependencies (task table). 5. Click OK. Proxy tasks mirror real tasks. If you edit the dependencies on the real task, the dependencies on the proxy task change as well. PLM00173 C Service Scheduler Guide 6-7

94 Chapter 6 Managing tasks and schedules Delete task dependencies (task table) Perform either of the following procedures: Using the Dependencies dialog box: 1. Select the task in the task table. 2. Right-click and choose Dependencies. Teamcenter displays the Dependencies dialog box. 3. Select the dependency from either the Predecessor or Successor boxes and click Delete to display the Confirm dialog box. 4. Click Yes. Using the Predecessor or Successor columns: 1. Select the task in the task table. 2. Double-click either the Predecessor or Successor cell. 3. Remove the entries for the dependencies you want to delete. Removing all the information from the box will delete all successors or predecessors of that task. 4. Press Enter to display the Confirm dialog box. 5. Click Yes. Using the Edit dialog box, choose NONE as the dependency type. Proxy tasks mirror real tasks. If you delete the dependencies on the real task, the dependencies on the proxy task are deleted as well. Delete task dependencies (Gantt chart) 1. Position the cursor over the task bar to display a four-headed arrow. 2. Right-click and choose Dependencies. Teamcenter displays the Dependencies dialog box. 3. Select the dependency from either the Predecessor or Successor boxes and click Delete to display the Confirm dialog box. 4. Click Yes. Creating task constraints You can use constraints to force a shift in the schedule honoring the constraint type. The constraint type is indicated by a red marker on the Gantt chart task bar. 6-8 Service Scheduler Guide PLM00173 C

95 Managing tasks and schedules Add a task constraint You can use constraints to force a shift in the schedule honoring the constraint type. The constraint type is indicated by a red marker on the Gantt chart task bar. 1. Select a task in the task table. 2. Choose Schedule Task Constraints. 3. From the Task Constraints dialog box, choose a constraint type: No Constraint The task in the Gantt chart shows no red arrows. As Soon As Possible Works with task dependencies to schedule a task as soon as the task dependency and other scheduling considerations allow. The task in the Gantt chart shows a red arrow pointing to the left. As Late As Possible Works with task dependencies to schedule a task as late as the task dependency and other scheduling considerations allow. The task in the Gantt chart shows a red arrow pointing to the right. Fixed 4. Click OK. Fixes the task duration. Schedule dates cannot be changed. The task in the Gantt chart shows a red arrow pointing to the left and a red arrow pointing to the right. Manipulating job tasks You can move job tasks as you would in any Windows application. However, there are some features unique to Service Scheduler. When manipulating job tasks by cutting, copying, pasting, and positioning the tasks, all related information such as part movements, characteristic values, and part requests are not copied. Cut or copy tasks 1. Select the task or tasks from the task table. 2. Choose Edit Copy or Edit Cut. You can also right-click and choose Copy or Cut. Paste tasks 1. Select the task in the task table directly above where you want to paste the new task. PLM00173 C Service Scheduler Guide 6-9

96 Chapter 6 Managing tasks and schedules 2. Choose Edit Paste. You can also right-click and choose Paste. Position tasks From the task table Change the value in the Start Date column. This shifts the task in time, changing the task s start and finish date, while keeping its overall working duration. If a two-day task beginning on Monday and ending on Tuesday (two calendar days, two working days) is moved to Friday, it now ends on Monday (four calendar days, two working days). From the Gantt chart Click the center of the task bar and drag it to a new position. Your mouse cursor changes to a four-headed arrow, indicating you can click and drag the entire task. Change task duration From the task table o Changing the value in the Task Duration column changes the duration and updates the task finish date. o Changing the value in the Finish date column changes the finish date and updates the task duration. From the Gantt chart Click and drag the right edge of the task bar either backward or forward in time. Your mouse cursor changes to a two-headed arrow, indicating that you can click and drag the finish-date of the task. Change work complete or percentage complete From the task table Change the value in the Work Complete or Work Complete Percent column. When changing the value of Work Complete to a nonzero value, the task status is automatically changed from Not Started to In Progress. From the Gantt chart Click and drag the left inside edge of the task bar and drag the dark blue duration bar to the right within the task bar. Your mouse cursor changes to a hand pointer. Dragging changes work. Arranging job tasks You can create arrange job tasks to be children of job tasks or job cards by indenting the job task. In addition, you can remove a child job task from its parent job card or job task by outdenting the task. The parent job card or job task appears as a black summary bar in the Gantt chart. The following occurs when you create a child job task: 6-10 Service Scheduler Guide PLM00173 C

97 Managing tasks and schedules The start date of the parent job card or job task is defined as the earliest start date of the related child job tasks. The end date of the parent job card or job task is defined as the latest finish date of the related child job tasks. The parent job card or job task contains a schedule summary task. The summary bar may not match up exactly with its last child job task if the last task is less than a working day. Summary tasks use the end date of the last task for calculation. The child sub tasks calculate and display exact hours. Arrange job tasks 1. Select one or more job tasks from the task table. 2. Choose Schedule Indent task. To indent multiple job tasks, they must be consecutive tasks. The selected job tasks become a sub task of the job task or job card directly above it in the task table. 3. Choose Schedule Outdent task to remove a child job task from its parent job task or job card. To outdent multiple job tasks, they must be consecutive tasks. Do not assign resources to parent job cards or job tasks. Instead, assign resources to the child job tasks for distributed progress-reporting to work correctly. Using proxy tasks A proxy task represents a real task in a different schedule and is used in cross-schedule dependencies. If the real task is deleted from the original schedule, that task is orphaned and no longer displayed in its schedule. The proxy is still displayed in the schedule in which it is used but listed as orphaned type instead of milestone, summary, and so on. You cannot modify proxy tasks. Modify the original task and the proxy task mirrors the change. You cannot create a proxy task for a task that exists in the same schedule. Proxy tasks are ignored when a schedule is imported to Microsoft Project. Template schedules can have proxies from other template schedules. Nontemplate schedules can have proxies from other nontemplate schedules. For more information about creating cross-schedule dependencies, see Creating cross-schedule dependencies PLM00173 C Service Scheduler Guide 6-11

98 Chapter 6 Managing tasks and schedules Add a proxy task 1. Open an original schedule you ve created within the Service Scheduler application. 2. Choose File New Proxy Task. Teamcenter displays the Select a Schedule page in the New Proxy Task wizard. 3. Select the schedule on which to depend. 4. Click Next. Teamcenter displays the Select a Task page in the New Proxy Task wizard. 5. Select the task on which to depend. 6. Click Finish. The proxy task appears grayed out in the schedule. Drag a proxy task You can place the proxy task anywhere in the structure by simply dragging it up or down in the tree table. Proxy tasks are shown in the hierarchy based on a reference task. o The reference task is the task which was selected when first creating the proxy. o In the case of cross-schedule dependencies, the proxy typically references the task on which it depends. The proxy is placed above or below its reference task based on the start date. o If the proxy starts before or at the same time as its reference task, it displays above the reference task. o If the proxy starts after the reference task, it displays below the reference task. Data in a proxy task does not roll up to any summary task. For more information about creating cross-schedule dependencies, see Create cross-schedule dependency. Delete a proxy task You can delete a proxy task if cross-schedule dependencies have been removed. 1. Select the proxy task. 2. Choose Edit Delete. 3. In the confirmation dialog box, click Yes Service Scheduler Guide PLM00173 C

99 Managing tasks and schedules If you delete a proxy task that is part of a cross-schedule dependency, the dependency is also deleted. Because proxy tasks can exist without dependencies, you can keep the proxy task when deleting the dependency. Scroll to a task If the task is not displayed in the Gantt chart, follow these steps: 1. Select a task from the display list. 2. Right-click and choose Scroll into View. The task appears in the Gantt chart. You can also scroll the Gantt chart manually. Creating milestones Milestones are used in a schedule to identify a key date or deliverable. When you create a milestone, the following occurs: The milestone appears on the schedule as a diamond symbol and is labeled Milestone. The milestone date is set to the current date. The work estimate and duration of the milestone is set to zero. Create a milestone 1. Position the cursor in the task table on the task directly above where you want to place the milestone. 2. Choose File New Milestone. The milestone is added to the task table and is labeled Milestone. You can also convert an existing task to a milestone by setting its Task Duration value to zero hours. You can also convert an existing milestone to a task by setting its Task Duration value to greater than zero hours. Modify a milestone 1. Either double-click the milestone in the task table or right-click it and choose Properties. 2. To change the name of the milestone, enter a new name in the Name box. 3. To change the date of the milestone, enter a new date in the Start Date box. PLM00173 C Service Scheduler Guide 6-13

Chapter 6 Managing tasks and schedules 4. To automatically change the milestone s status to Complete when its predecessor is complete, set Auto Complete to True.

100 Chapter 6 Managing tasks and schedules 4. To automatically change the milestone s status to Complete when its predecessor is complete, set Auto Complete to True. Managing work order schedules As the maintenance planner, you manage the work order schedule to perform the service work. You manage the schedules defined for the work orders by: Creating cross-schedule dependencies You can create dependencies between tasks that are located in different schedules. Managing schedule by critical tasks You can assign a critical path to represent the tasks that would likely affect the last task in the schedule if they were completed late. Shifting schedules You can shift a schedule to change the start and finish date of a schedule Recalculating schedules You can recalculate a schedule s tasks and their dependencies. Verifying schedules You can verify a schedule s tasks and their dependencies. Displaying schedules using the zoom factor You can display the schedule in a weekly, monthly or yearly format. Printing schedules 6-14 Service Scheduler Guide PLM00173 C

101 Managing tasks and schedules You create print and preview the current schedule. The term task refers to job cards and job tasks unless otherwise specified. The term summary task refers to job cards or job tasks with children. Any schedule created and owned by the infodba user cannot be modified by another coordinator if the Owning User (infodba)fisystem access rule has a higher precedence in the access manager tree. Because of this rule, other users are not able to obtain write permission. To allow other users to have write access, the following rules may be moved up in the hierarchy: Has Class( Schedule )->Scheduling Objects Has Type( ScheduleTaskRevision Execution )->Scheduling Execution Objects Has Type( SchedulingFixedCost )->Scheduling Fixed Cost Manage schedule properties In the Properties dialog box, you can change key properties (for example schedule start and finish dates), publish a schedule, and make a schedule public. 1. In the My Teamcenter application, navigate to a schedule. You can view schedule properties in My Teamcenter, but you cannot modify them. 2. Either double-click the schedule in My Teamcenter or right-click the schedule and choose Send To Schedule Manager. Teamcenter displays the schedule in Schedule Manager. 3. Select the schedule and choose View Properties or right-click the schedule and choose View Properties. Schedule Manager displays the Properties dialog box with the following options: View schedule summary task properties (default) This option displays the summary task properties. The display is read-only. For more information about the schedule summary task, see the Schedule Manager Guide. View schedule properties This option allows you to modify the schedule properties. 4. Modify the properties you want to update. PLM00173 C Service Scheduler Guide 6-15

102 Chapter 6 Managing tasks and schedules Caution You cannot change the Is Schedule Template option after a schedule template or non-template is part of a master schedule template. To change the Is Schedule Template option, you must remove all of the master schedule template/subschedule template and master schedule non-template/subschedule non-template associations. You cannot change the Is Schedule Public option for a template or a non-template for a master schedule or a subschedule. The ALL button lists attributes that may not be applicable to schedule management. 5. Click OK. Creating cross-schedule dependencies You can create dependencies between tasks in different schedules. Create cross-schedule dependency 1. Select a task in an original schedule you created. 2. Choose Schedule Link Create Cross Schedule Dependency. Teamcenter displays the Select a Schedule page in the Create Cross Schedule Dependency wizard. 3. Select the schedule on which to depend. 4. Click Next. Teamcenter displays the Select a Task page in the Create Cross Schedule Dependency wizard. 5. Select the task on which to depend. 6. Click Next. Teamcenter displays the Create a dependency page in the Create Cross Schedule Dependency wizard. a. Select Successor or Predecessor from the list. b. Select a dependency type from the Dependency Type list. c. Select a value from the Lag list. 7. Click Finish. The proxy task appears grayed out. You can also create this dependency by creating a proxy task first, and then linking it to another task. For more information about proxy tasks, see Using proxy tasks Service Scheduler Guide PLM00173 C

103 Managing tasks and schedules Delete cross-schedule dependency 1. Select the dependency to delete. 2. Choose Edit Delete. 3. In the confirmation dialog box, click Yes. If the proxy does not have any other dependencies, Teamcenter displays the Delete Proxy Tasks dialog box. 4. Click Yes. For more information about proxy tasks, see Using proxy tasks. Managing schedule by critical tasks Service Scheduler lets you see the schedule s critical path. The critical path is the task or tasks that would likely affect the last task in the schedule if they were completed late. The critical path is calculated by determining the last task in the project (time wise). Any task where a slip would delay the last task in the project is on the critical path. Tasks linked by dependencies have a longer critical path (chain of tasks). The tasks on the critical path with the longest sequence of dependent tasks merit the most attention to on-time completion in order to avoid delays. Use the critical path to perform better risk assessment and overall project management. View all the tasks on the critical path of a regular schedule, template, or master subschedule in the tree table or the Gantt chart. The master subschedule displays the critical path from each individual schedule by itself. Specify the color of the highlighted tasks on the critical path (the default color is red). Query for all critical tasks to display detailed information about the critical path in the tree table, for example, the task owner. View the slack time for tasks in the tree table. PLM00173 C Service Scheduler Guide 6-17

104 Chapter 6 Managing tasks and schedules Slack time or float is the least amount of time a task can be delayed without affecting the dates of the successor task. o Slack time is not a direct property on the task and cannot be edited. o o The system calculates slack time each time scheduling data related to a critical task changes. Values for slack time are displayed only for tasks that have a successor. Display critical path 1. Choose ViewfiCritical PathfiView Critical Path. The critical path is highlighted in red in both the tree table and the Gantt chart. 2. Choose ViewfiCritical PathfiView Critical Path again. The normal schedule appears. Highlighting is off in both the tree table and the Gantt chart. Change the critical path display color 1. Choose ViewfiCritical PathfiSet Color. A color palette appears. 2. Choose the color in which you want to view the critical path. The system stores the value of the selected color. Shift a schedule The preference is saved so that the next time you open a schedule, the critical path tasks is automatically highlighted in the specified color. When the projected timeline of a project changes, you can use the shift schedule feature to change the start and finish date of a schedule. Shifting a schedule on a master schedule shifts the subschedules. This action cannot be undone. 1. Select a schedule in Service Scheduler and choose Schedule Shift Schedule. Teamcenter displays the Shift Schedule dialog box. 2. Click the calendar button and either select a new schedule start date from the calendar and click OK or double-click the new date. 3. Click OK again. Recalculate a schedule s tasks and their dependencies You can recalculate a schedule s tasks and their dependencies using the Recalculate Schedule option Service Scheduler Guide PLM00173 C

105 Managing tasks and schedules 1. Open the schedule in Service Scheduler and select any task or the schedule summary task. 2. Choose Schedule Recalculate Schedule. Teamcenter displays the Recalculate Schedule dialog box. 3. In the confirmation dialog box, click Yes. Check a schedule for errors You can check a schedule for errors in its tasks and dependencies using the Verify Schedule option. 1. Select the schedule in Service Scheduler and choose Schedule Verify Schedule. Teamcenter displays the Verify Schedule dialog box, which displays the errors found, if any. 2. In the confirmation dialog box, click OK. Changing the zoom factor You can zoom in or out on the Gantt chart. Your zoom options are week, month, quarter, and year. To change the zoom factor, choose View Zoom Factor, then select the view you want from the list. Printing schedules The print command allows you to print and preview the current schedule. In preview mode, you can select pages to print, set print orientation, scroll through pages within the view, set print scaling, and zoom in and zoom out. Print a schedule 1. Choose File Print. 2. Set print options as follows: a. From the General tab, set the following options: Name Select a printer from the list of available printers. Print to File Select to send your print job to a file rather than to a printer. Print Range Select All to print all pages in the view, or select Pages and enter the page range. Number of Copies Enter the number of copies. If you enter multiple copies, click Collate to collate your copies. PLM00173 C Service Scheduler Guide 6-19

106 Chapter 6 Managing tasks and schedules b. Click the Page Setup tab to set the following options: Media Select the paper size and the paper tray. Orientation Select Portrait, Landscape, Reverse Portrait, or Reverse Landscape. Margins Set left, right, top, and bottom margins as necessary. c. Click the Appearance tab to set the following options: Color Appearance Select Monochrome for black and white printing or Color for color printing. Quality Select print quality as either Draft, Normal, or High. Sides Select One Side, Tumble (two pages on a sheet, one above the other), or Duplex (two pages on a sheet, side by side). Job Attributes Check to print a banner page. Update the job name and user name as necessary. Set a job priority as appropriate. d. Click Print. Print preview Use the Print Preview feature to preview your print job before printing. For schedules with a large number of pages, you can use this feature to print selected portions of the schedule. Set print preview options 1. Choose File Print Preview. 2. Set print preview options. View Scale Select a view size from the list. Print: Set which pages to print: o All Print all pages. o Selected 6-20 Service Scheduler Guide PLM00173 C

107 Managing tasks and schedules Print the pages that display in the print preview window. You can select to print only the two pages appearing in the Print Preview window. Select the Next or Back arrow in the top right hand corner to make other pages available. o Pages Print only pages you specify. Type the pages or page range you want to print. Once you select the pages to print, click Print. Show pages Click the Next arrow to move to the next two pages. Click the Previous arrow to move to the previous two pages. PLM00173 C Service Scheduler Guide 6-21

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109 Chapter 7 Managing schedule resources Managing schedule resources Shifting resources within a schedule Assigning resources to a schedule Set a privileged user Add resources to a schedule Managing the schedule user calendar Managing task resources Assign a resource to a task Remove a resource from a task Replace assignments Designate discipline Revert assignments What are resource graphs? Configure resource graphs View a resource graph from Service Scheduler View a resource graph from Organization Resource graph functionality View and edit resource graph preferences PLM00173 C Service Scheduler Guide

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Chapter 7 Managing schedule resources Managing schedule resources As the maintenance planner, you add resources to your work order schedule so you can assign them to individual scheduled tasks.

111 Chapter 7 Managing schedule resources Managing schedule resources As the maintenance planner, you add resources to your work order schedule so you can assign them to individual scheduled tasks. You manage the scheduled resources by: Managing effort driven scheduling You change the number of resources assigned to a task to change the amount of work scheduled for each resource. Scheduling resources You schedule resources by identifying and assigning resources that represent specific roles within the schedule. Managing task resources You assign the scheduled resources to specific tasks within the schedule. The term task refers to job cards and job tasks unless otherwise specified. The term summary task refers to job cards or job tasks with children. Shifting resources within a schedule Changing the number of resources assigned to a task changes the amount of work scheduled for each resource. This concept is called effort-driven scheduling. PLM00173 C Service Scheduler Guide 7-1

112 Chapter 7 Managing schedule resources Task type The amount of work scheduled for each resource decreases as more resources are added to the task. The amount of work increases as resources are removed from a task. In Service Scheduler, effort-driven scheduling is controlled by a task type. If the task type is set to Fixed Resources or Fixed Work, adding resources decreases the duration. If the task type is set to Fixed Duration, adding resources decreases the units for each assigned resource. By default, effort-driven scheduling is enabled for all tasks, that is task type is set to Fixed Work. However, you may have tasks whose work should not change regardless of changes to the number of resources. For example, you may have a project plan review task where you have assigned five reviewers one week to review the project plan. Your manager asks to be added as another reviewer. When you add the manager to the task, you do not want the amount of work to be reduced. You still want all your reviewers to have one week to review the document. In this case, you set the task type to Fixed Duration. The scheduling for a task can change when one of the following factors is changed: task duration, resources assigned, and work. Service Scheduler uses the following formula to control the relationship between these three factors: Work = Duration * Resources By setting the task type, you can control which of the three factors remains fixed and which of the other two change to accommodate changes to the schedule. The following table shows what happens when you set a value for the task type, and then change one of the other factors. When you change Resources, Service Scheduler changes When you change Duration, Service Scheduler changes Fixed Resources Duration Work Duration Fixed Duration Work Resources Resources Fixed Work Duration Resources Duration When you change Work, Service Scheduler changes Assigning resources to a schedule You can use Service Scheduler to add resources to your schedule. Once this is done, you assign resources to individual schedule tasks. Resources (users, groups, roles, resource pools, and disciplines) are assigned to work on the projects. The Schedule Membership dialog box allows you to assign resources to a schedule, building a resource team that you can use to assign to individual tasks when you create your project schedule. The advantages of adding resources at this stage of the process are: 7-2 Service Scheduler Guide PLM00173 C

113 Managing schedule resources Making sure that the resource pool contains the resources needed to accomplish your task. Assigning participation levels for each resource. Increasing the accuracy of your schedule. Knowing ahead of time whether resources are available for your team. Set a privileged user Privileged users only exist on workflow tasks. On a workflow task, work is performed after the workflow starts and the privileged user must control where the workflow goes upon launch. You assign a privileged user only for schedule tasks that have associated workflow templates. 1. Right-click the task and choose Workflow Task. 2. To set the privileged user for a workflow task, click the Add Privileged User button in the Workflow Rule Configuration dialog box. 3. Select the user from the Privileged User dialog box and click OK. 4. To change the privileged user, click the Add Privileged User button and select a new user. 5. To remove a user from being the privileged user, click the Remove User button. 6. Click OK in the Workflow Rule Configuration dialog box. Add resources to a schedule 1. Open a schedule in Service Scheduler. 2. Choose Schedule Schedule Membership. Teamcenter displays the Schedule Membership dialog box. PLM00173 C Service Scheduler Guide 7-3

114 Chapter 7 Managing schedule resources 3. Select the check box adjacent to the desired disciplines, groups, roles, users, and resource pools. When you select the check box, the schedule member appears in the table. You can specify rates and currency for users, groups, roles, and resource pools. You cannot specify rates and currency for disciplines. For information about creating roles, groups, and disciplines, see the Organization Guide. 4. Assign each schedule member a schedule role by clicking the Role box next to the name of the resource. The standard version of Teamcenter includes the schedule roles of Coordinator, Participant, and Observer. However, your system administrator may have modified the security settings in the Access Manager application, changing the way these roles work. As the schedule creator, you are automatically added as a coordinator. Schedule roles are not the same roles appearing in the Organization application pane. Coordinator A coordinator can read the full schedule information, write the scheduling information, and write the execution information. Participant 7-4 Service Scheduler Guide PLM00173 C

115 Managing schedule resources A participant can read the full schedule information and write the execution information (for example, Work Complete). By default, a person added is designated as a participant. Observer An observer can only read the full schedule information. 5. If you assign a user, the Schedule Membership dialog box displays values in the Rate and Currency boxes. If an hourly rate for the user is set using the Organization application, and you have CostDBA privileges, that value is displayed. You can either accept the value or double-click the Rate box and overwrite the value. To set the hourly rate using the Organization application, launch the Organization application, expand Users, locate the desired user, right-click, and choose Rates. Enter an hourly value and, optionally, select a value for Currency. For more information about using the Organization application, see the Organization Guide. Double-click the Currency box and select a value from the list. The default currency in Teamcenter is USD (United States dollars). Service Scheduler supports only one currency but it can be changed by updating the CostCurrency LOV using the Business Modeler IDE. If you change the CostCurrency LOV, you must also change the cost_default_currency preference. 6. (Optional) Assign each user a schedule user calendar by clicking the Calendar box next to the name of the resource. If a schedule user calendar is not defined, you are prompted to create one. For more information about creating schedule user calendars, see Schedule user calendar. You cannot assign calendars to groups or disciplines. 7. Click OK. There are some tasks a schedule owner can do that a coordinator cannot do; for example, open an unpublished schedule and unpublish a schedule. Only the schedule owner can change the schedule owner. They can also change the original schedule coordinator. To change the ownership (owning user, owning group) and replace the original schedule coordinator: 1. The current owner adds the new owner as a schedule coordinator. 2. The current owner changes the ownership. 3. The new owner removes the old owner from membership (if necessary). PLM00173 C Service Scheduler Guide 7-5

116 Chapter 7 Managing schedule resources Managing the schedule user calendar The schedule user calendar allows you to set days off, holidays, and working times in a day for an individual resource in the context of the schedule. When a schedule user calendar is created, it is blank. For more information about the schedule user calendar, see Schedule user calendar. Managing task resources As the project manager responsible for creating a schedule, you define the resources for the project. As the project scope becomes more defined and you fill in the schedule by adding tasks and milestones, you are likely to refine your resource needs. You can start adding the names of resources who will be working on this project as you acquire them. These may be the names of actual people, or they may be disciplines that act as placeholders until you are ready to assign actual tasks. If you want to use disciplines to categorize the schedule resources, you must create the disciplines first. For more information about creating disciplines, see the Organization Guide. Assign a resource to a task As the project manager responsible for creating a schedule, you define the resources for the project. As the project scope becomes more defined and you fill in the schedule by adding tasks and milestones, you are likely to refine your resource needs. You can start adding the names of resources who will be working on this project as you acquire them. These may be the names of actual people, or they may be disciplines that act as placeholders until you are ready to assign actual tasks. 1. Right-click the task and choose Assignments Assign to Task. 2. Click either the Organization, Project Teams, or Disciplines tab and select a user to assign to the task. You can search for a group, role, or user in the box below the tabs. Use Resource Pool Options to assign a set of group or role members as participants instead of individual users. When a group or role is selected, additional options become available. If you select a group, you can click Any Member so any member of the group can be assigned to the task. If you select a role under a group, you can click Any Member and choose Specific Group to assign any member of the combined group and role to the task or choose Any Group to assign any member of any group and the selected role to the task. If you select a discipline, no resource pool options are available. 3. Click Add. 7-6 Service Scheduler Guide PLM00173 C

117 Managing schedule resources 4. Change the Resource Level value if needed. 5. Click OK. Tasks assigned to a user or a resource pool that the user is a member of appears in the Schedule Tasks folder in their Worklist. Remove a resource from a task 1. Right-click the task and choose Assignments Assign to Task. 2. Click the resource you want to remove. 3. Click the Remove button. 4. Click OK. Replace assignments 1. Select a task or tasks from the task table. 2. Right-click the task or tasks and choose Assignments Replace Assignment. When you replace a resource, you change the task assignment to the new resource. This has the potential to change the schedule. 3. Under Select Member to replace select a current schedule resource. 4. Under Replace With, select a new resource. If both the old and new resources were assigned to tasks, the new resource receives the sum of all assignments. If the new resource is assigned to a discipline and is not a member of the discipline, he or she is added as a red entry similar to a non-member of a schedule. 5. Click Done. Designate discipline 1. Select the task or tasks. 2. Right-click the task or tasks and choose Assignments Designate Discipline. If there are multiple disciplines assigned to the task or tasks, the Designate Disciplines dialog box appears. This dialog shows disciplines that are common to all selected tasks. 3. Select a discipline and click Next. The Discipline Members dialog box appears. This dialog box shows disciplines assigned to the selected task and members of that discipline. If there is more than one discipline to be designated in the selection, then a dialog box appears where you can select a discipline. Once you select the discipline, it displays the table where you can select the corresponding discipline members. PLM00173 C Service Scheduler Guide 7-7

118 Chapter 7 Managing schedule resources 4. Select a resource from the list. 5. Click OK. Revert assignments 1. Right-click the task or tasks and choose Assignments Revert Assignments to Discipline. The dialog box that appears shows members of disciplines assigned to the selected task. It also shows the discipline of which they are a member. 2. Select a member from the Revert Assignments list. 3. Click OK. What are resource graphs? A resource graph displays a bar chart showing a user s workload or tasks between specific start and end dates. When you place the mouse cursor over a bar in the resource graph, a tooltip displays the task name and schedule name, the work complete and the work estimate, the percent complete, and the date for that bar. You can view a resource graph from either the Organization application or from the Service Scheduler application. In the Organization application, you can also change the start and end dates to customize the resource graph view. The resource graph is affected by changes to the task assignments while in a deferred session. The resource graph calculations must include the deferred changes made in the current session. The resource graph when viewed from the Organization application does not reflect any changes current to the deferred session as the user is outside the context of the Service Scheduler application. Configure resource graphs For a user to view the resource graph, the ResourceGraphViewers role must be the user s current role. If the TC_current_role preference is set to false, a member of the ResourceGraphViewer role has read access to all schedules, even when the ResourceGraphViewer role is not the user s current role. If the TC_current_role preference is set to true, a member of the ResourceGraphViewer role has read access to all schedules only when the ResourceGraphViewer role is that user s current role. The default for the TC_current_role preference is false. To view resource graphs, the following conditions must be set: The Resource Graph Viewers role must be included in a group. The user must be a member of the Resource Graph Viewers role. The user must be logged in with the Resource Graph Viewers role. 7-8 Service Scheduler Guide PLM00173 C

119 Managing schedule resources The user can specify the Resource Graph Viewers role when logging in or change the role to Resource Graph Viewers by pulling down the Edit menu, choosing User Settings, and selecting Resource Graph Viewers from the role list. For information about adding users to groups and roles, see the Organization Guide. For more information about setting the TC_current_role preference, see the Preferences and Environment Variables Reference. Changing the TC_current_role preference has an impact outside of Service Scheduler as it alters how the core access rules are evaluated. For more information, see the Access Manager Guide. View a resource graph from Service Scheduler The following steps apply to the Service Scheduler application: 1. Right-click a task in the tree view or in the Gantt chart. 2. Choose Assignments Assign to Task. 3. Select a user from the Task Assignment dialog box. 4. Click the Resource Graph button for the selected user. The resource graph displays a stacked bar chart with daily task workload. You must be a member of the resource graph viewers role; otherwise, the View Resource Graph button is disabled and the resource graph does not appear. The resource graph shows information relative to the client s time zone. When viewing the graph for a resource assigned to schedules in other time zones (especially those more than 8 hours away), it is important to understand how time is displayed in the resource graph. For example, an 8-hour task is assigned on a Monday to a user in India (GMT+5:30) and you are in Los Angeles (GMT-8). The resource in India, who works 8 a.m. to 12 p.m. and 1 p.m. to 5 p.m. on Monday, shows work on Sunday and Monday in the resource graph, when viewed in Los Angeles. This is because 8 a.m. Monday in India is 6:30 p.m. Sunday in Los Angeles. The resource graph shows the user working for 5.5 hours on Sunday at 2.5 hours on Monday. If you open the schedule, you see the task starting at 6:30 p.m. Sunday because all dates are also shown in the client s time zone. View a resource graph from Organization The following steps apply to the Organization application: 1. In the lower-left pane, expand the list of users by double-clicking Users. 2. Select a user by left-clicking a user name. 3. Right-click and choose View Resource Graph. PLM00173 C Service Scheduler Guide 7-9

120 Chapter 7 Managing schedule resources The resource graph displays a stacked bar chart with daily task workload. You must be a member of the resource graph viewers role; otherwise, View Resource Graph button is disabled and the resource graph does not display. Enabling a resource graph for one user also displays resource graphs for all users. 4. To remove the resource graph, right-click and choose View Resource Graph. The default resource graph starts one week prior to the schedule start date and spans 15 weeks (ending one week prior to the schedule end date). Resource graph functionality The resource graph has new functions for the following: Properties Controls the look and feel of the chart. Preferences, Search Options Modifies preferences that are defined in Teamcenter. Print Prints the resource graph. Save As Saves the resource graph in graphical format, such as.png. Zoom In, Zoom Out, Zoom Range Zooms in and out of the resource graph to clarify details in the graph that would otherwise not be clearly visible. Pan Sees the clipped sections of the graph within the same zoom. View and edit resource graph preferences Resource graph display characteristics are controlled by a set of site preferences. Only users with sufficient access privileges can change site preferences. You can view and edit resource graph display preferences as follows: 1. In My Teamcenter, choose Edit Options. 2. At the bottom of the Options dialog box, click Filter. 3. In the Search by preference name box, type scheduling. The resource graph preferences are displayed. If you search by *scheduling*, you do not get the last preference listed in the table: TC_current_role Service Scheduler Guide PLM00173 C

121 Managing schedule resources The following table contains descriptions of resource graph preferences. Preference scheduling_graph_datasource scheduling_graph_datasource_filter Description Specifies data source for resource graph. When set to randomsample, the system uses a random sample generator. When set to TeamcenterDB (default), the system uses the Teamcenter database. Warning This preference must be set to TeamcenterDB in a production environment. Specifies the filtering method used when creating resource graphs. none No filter applied (default) selection Filter for selected schedules current scheduling_graph_date_format scheduling_graph_domain_interval scheduling_graph_domain_label_vertical scheduling_graph_font_name scheduling_graph_font_size scheduling_graph_font_style Filter for the current schedule Specifies data format in resource graph. Valid values can be any patterns that describe date and time format. The default value for this preference is EEE, MMM d. Specifies the marked intervals on the domain axis. Valid values are any segmented time line value such as day (default), week, or integer values such as 1 for a day or 7 for a week. Valid values include day, week, month, 1440, and Specifies the orientation of the domain labels. When set to true (default), the label orientation is vertical. When set to false, the orientation is horizontal. Specifies a font name. Valid values can be a font name or font family name. The default varies by system type (Windows or Linux). Specifies a font size. Valid values are any appropriate integer number. The default value is 5. Specifies font style. Valid values are 0 (default) for normal style, 1 for bold text, 2 for italic text, and 3 for bold and italic text. PLM00173 C Service Scheduler Guide 7-11

122 Chapter 7 Managing schedule resources Preference Description scheduling_graph_histogram_single_color Specifies single or multiple color bars in the graph. When set to true (default) a single color is used. When set to false, multiple colors are used. scheduling_graph_reference_calendar scheduling_graph_task_legend Specifies the calendar type to use for domain (x = days) and range (y = availability/work allocation) axes in the resource graph. Enables legend display. When set to true, the system displays legends for stacked bars. When set to false (default), no legends are displayed for stacked bars. scheduling_graph_view TC_current_role If this preference is set to true, tooltips do not include schedule and load information. Specifies whether to use scroll bars in the view. Valid values are classic, to view the graph with scroll bars, and native (default), to view the graph without scroll bars. Can be set to true or false to specify how members of the ResourceGraphViewers role have read access to all schedules. If the TC_current_role preference is set to false, a member of the ResourceGraphViewer role has read access to all schedules, even when the ResourceGraphViewer role is not the user s current role. If the TC_current_role preference is set to true, a member of the ResourceGraphViewer role has read access to all schedules only when the ResourceGraphViewer role is that user s current role. The default value is false. Changing the TC_current_role preference has an impact outside of Service Scheduler as it alters how the core access rules are evaluated. For more information, see the Access Manager Guide Service Scheduler Guide PLM00173 C

123 Chapter 8 Managing scheduled costs Managing scheduled costs Rate modifiers Manage rate modifiers Resource costs Display task cost information Schedule cost information Fixed costs Manage fixed costs PLM00173 C Service Scheduler Guide

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125 Chapter 8 Managing scheduled costs Managing scheduled costs Service Scheduler allows sites to define and track costs as they relate to both schedules and tasks. You track costs by defining: Rate modifiers Rate modifiers are used with resource costing information to calculate schedule and task costs and are defined by billing types, rates and currency. Resource costs Resource costs are determined by using the hourly rate of the resource and the billing rate. Fixed costs In addition to the costs associated with resources, you can include fixed costs on a schedule or task basis. Rate modifiers Rate modifiers are used with resource costing information to calculate schedule and task costs and are defined by billing types, rates and currency. Types Types are either a multiplier or a custom rate. Rates Rates depend on the type. If the type is a multiplier, the rate is calculated by multiplying the time used by the resource by the hourly rate of the resource by the value of the rate box in the Manage Rate Modifiers dialog box. Rates are decimal values, for example, 1.0 or 1.5. If the type is a custom rate, the rate is calculated by multiplying the hourly rate of the resource by the value of the rate box in the Manage Rate Modifiers dialog box. Rates are decimal values of the specified currency. Currency Currency is the currency used in the calculation of the schedule or task cost. PLM00173 C Service Scheduler Guide 8-1

Chapter 8 Managing scheduled costs Manage rate modifiers You must have CostDBA privileges to manage rate modifiers. You cannot delete a rate modifier that is currently being used. 1.

126 Chapter 8 Managing scheduled costs Manage rate modifiers You must have CostDBA privileges to manage rate modifiers. You cannot delete a rate modifier that is currently being used. 1. In Schedule Manager, choose Schedule Rate Modifiers. Teamcenter displays the Manage Rate Modifiers dialog box. 2. Click Add to add a new line. Schedule Manager creates an entry in the Manage Rate Modifiers dialog box and displays the default value of Multiplier in the Modifier Type box. 3. Enter a name for the billing rate in the Name box. The name must be unique. The billing rate name is used in the Costs dialog box. 4. Click Multiplier in the Modifier Type box to display a list of types. Teamcenter provides values of Multiplier and Rate. 5. In the Rate box, enter either the multiplier rate, for example, 2.0, or a custom rate, for example, If you specify Rate in the Type box, Schedule Manager displays the default currency in the Currency box. The default currency in Teamcenter is USD (United States dollars). Using the Business Modeler IDE, you can change the Currency list by modifying the CostCurrency LOV. 6. To modify a billing rate, select the billing name, update the entry and click Finish. 8-2 Service Scheduler Guide PLM00173 C

127 Managing scheduled costs 7. To remove a billing rate, select the billing name and click Delete. Resource costs Resource costs are determined by using the hourly rate of the resource and the billing rate. Resource hourly rates are set by the Organization application and Schedule Manager. For more information about setting hourly rates using the Organization application or Schedule Manager, see Add resources to a schedule. Using the Cost dialog box, you create, modify, and display cost information regarding resource costs. It also allows you to define fixed costs associated for both schedules and tasks. For more information about managing fixed costs, see Fixed costs. Display task cost information 1. To display cost information for an individual task and, optionally, change the billing codes, select the task in the task tree, and choose Schedule Costs. You can also set values for fixed costs for the task. For more information about managing fixed costs, see Manage fixed costs. Schedule Manager displays the Costs dialog box for the selected task. For example, the following figure shows the costs for task-a based on the following parameters. Parameter Value Resource hourly rate (User A) $ Total duration of task Time accrued 16 hours 8 hours PLM00173 C Service Scheduler Guide 8-3

Chapter 8 Managing scheduled costs 2. The default Rate Modifier is always None, but Bill Code, Bill Sub-code, and Bill Type use the defaults when the task is created.

128 Chapter 8 Managing scheduled costs 2. The default Rate Modifier is always None, but Bill Code, Bill Sub-code, and Bill Type use the defaults when the task is created. If the top level has General, Accounting, and Standard values, the tasks (when created) default to General, Accounting, and Standard. You can change these values using the Costs dialog box. The values for Rate Modifier are those created using the Manage Rate Modifiers dialog box. The value for Rate Modifier is applied to all resources assigned to the task. For example, if the rate modifier is a multiplier with a value of 1, all resources assigned to the task use a rate modifier of 1. Different tasks can use different rate modifiers. For more information about managing rate modifiers, see Manage rate modifiers. 3. Click Finish. Schedule cost information 1. To display cost information for the schedule and, optionally, change the billing codes, select the schedule in the task tree, and choose Schedule Costs. You can also set values for fixed costs for the schedule. For more information about managing fixed costs, see Manage fixed costs. 8-4 Service Scheduler Guide PLM00173 C

129 Managing scheduled costs Schedule Manager displays the Costs dialog box for the selected schedule. As an example, the following shows the costs for Normal Schedule based on the following parameters. Parameter (task-a) Value Resource hourly rate (User A) $ Total duration of task Time accrued Parameter (task-r) 16 hours 8 hours Value Resource hourly rate (User B) $ Total duration of task Time accrued 8 hours 0 hours Parameter (task-w) Resource hourly rate (User A and User B) Total duration of task Time accrued Value $ for resource User A and $ for resource User B. 8 hours 4 hours for resource User A and 4 hours for resource User B. 0 hours PLM00173 C Service Scheduler Guide 8-5

Chapter 8 Managing scheduled costs 2. The default values for Bill Code, Bill Sub-code, and Bill Type are unassigned. You can change these values using the Fixed Costs dialog box. 3. Click Finish.

130 Chapter 8 Managing scheduled costs 2. The default values for Bill Code, Bill Sub-code, and Bill Type are unassigned. You can change these values using the Fixed Costs dialog box. 3. Click Finish. Fixed costs In addition to the costs associated with resources, you can include fixed costs on a schedule or task basis. Examples of fixed costs are rental of hardware or licensing of software during the development or manufacture of the product. Manage fixed costs 1. Open a Costs dialog box for either a schedule or task. 2. Click New to add a new fixed cost or select a fixed cost and click Details to view/modify a fixed cost. Schedule Manager displays the Fixed Cost dialog box. 8-6 Service Scheduler Guide PLM00173 C

131 Managing scheduled costs Fixed Cost dialog box 3. Enter values as described in the following table. The default Bill Code, Bill Sub-code, and Bill Type are the current codes set on the task where the fixed cost is being added. Column Name Description Specifies the name of the fixed cost. Accrual Type Estimated Cost Actual Cost Currency Specifies accrual type. Valid values are Start, Prorated, and Finish. Accrual types determine when the cost is scheduled to be accrued. Specifies the estimated cost. Specifies the actual cost. Specifies the currency. Values are defined by the CostCurrency LOV. PLM00173 C Service Scheduler Guide 8-7

132 Chapter 8 Managing scheduled costs Column Use Actual Cost Bill Code Bill Sub-code Bill Type Description Specifies that the value of the Actual Cost box is used for the cost summary. If this box is not checked, the value of the Estimated Cost box and the Accrual Type box are used to determine the accrued cost. Specifies the billing code. Values are defined by the BillCodes LOV. Specifies the billing subcode. Values are defined by the BillCodes LOV. Specifies the billing type. Values are defined by the Bill Types LOV. 4. Click Finish. Using the Business Modeler IDE, you can add other values to the Bill Code, Bill Sub-code, and Bill Type list by updating the LOV specified above. 8-8 Service Scheduler Guide PLM00173 C

133 Chapter 9 Approving and implementing the scheduled service work Approving and implementing the scheduled service work Approving the work orders Implementing tasks using workflows Add workflow task notifications for a task Initiate a workflow Managing part requests Create a part request Validate a part request Close a part request Cancel a part request Issuing and returning parts Issue parts Return parts Managing part movement Create part movement uninstall Create part movement install or replace Edit a part movement Remove a part movement Defining upgrade job cards Define an upgrade job card Updating the physical configuration Update the configuration to implement part movements Update the configuration to rebase the physical structure Managing reported discrepancies Create a reported discrepancy Edit a reported discrepancy Remove a reported discrepancy Create a corrective action from a selected discrepancy Create a corrective action from a selected work order, job card, or job task Remove a corrective action Tracking utilization information PLM00173 C Service Scheduler Guide

134 Create a logbook Record utilization information Viewing the utilization View the utilization data for a job card or job task View the part utilization data Service Scheduler Guide PLM00173 C

Chapter 9 Approving and implementing the scheduled service work Approving and implementing the scheduled service work As the service technician, you implement the scheduled service work to perform

135 Chapter 9 Approving and implementing the scheduled service work Approving and implementing the scheduled service work As the service technician, you implement the scheduled service work to perform the maintenance. You approve and implement the scheduled service work by: Approving the work orders You normally approve the work orders before implementing the related job cards and job tasks. Implementing tasks using workflows You can submit job cards and job tasks to a workflow process to perform, review or approve the service action. Managing part requests PLM00173 C Service Scheduler Guide 9-1

136 Chapter 9 Approving and implementing the scheduled service work You create part requests related to work orders, job cards, or job tasks to identify a neutral part that a service technician requires or wants to use as part of the service implementation. Issuing and returning parts You issue physical parts to a work order, job card, or job task to make the parts available for part movements. You return the physical parts for resources not consumed during implementation or parts removed as part of a part movement. Managing part movement You create part movements that identify parts to be uninstalled, installed, or replaced within the affected physical asset as a result of a job card or job task. Setting up upgrade job cards You define upgrade job cards to specifically handle upgrades by identifying a different neutral configuration assigned to the impacted part related to the job card. Updating the physical configuration You update the physical configuration on a job card or job task to implement part movements or rebase the impacted part for an upgrade job card. Managing reported discrepancies You create discrepancies to identify irregularities or observations that are discovered for the physical asset during the implementation of the related work order, job card, or job task. Tracking utilization You record and track information based on life, observation, and date characteristic definitions assigned to job cards, job tasks, or physical assets. Approving the work orders You normally approve work orders before executing the related job cards and job tasks. You can approve, cancel, reject, reopen, or close the work order by using a change states workflow that is defined and configured by your workflow administrator. The work order change states define the status, degree of completion, and the business decisions during the service scheduling and implementation process. When you add participants to specific roles in the workflow, those users are responsible for completing their assigned tasks defined in the workflow process. The following diagram illustrates the standard approval and closure process that a work order uses. 9-2 Service Scheduler Guide PLM00173 C

137 Approving and implementing the scheduled service work For more information about change management, see the Change Manager Guide. For information about defining and configuring workflows, see the Workflow Designer Guide. For more information about managing workflow tasks, see the Rich Client Interface Guide. Implementing tasks using workflows You can submit job cards and job tasks to a customized workflow process to perform, review or approve the service action. In addition, you can configure job cards or job tasks so that when certain conditions are met, the associated workflows are initiated. The triggering rules or conditions create a workflow process. If there are updates to the workflow process tasks, a notification is sent to the task so that the task can be updated. A task refers to a job card or job task. Add workflow task notifications for a task 1. Select a task from the task table. 2. Right-click and choose Workflow Task. The Workflow Rule Configuration dialog box appears and displays the Workflow Trigger and Workflow Template boxes. The default workflow trigger is No workflow trigger and the default workflow template is No workflow template. PLM00173 C Service Scheduler Guide 9-3

138 Chapter 9 Approving and implementing the scheduled service work The workflow trigger and workflow template can also be set in the tree table. 3. From Workflow Trigger, choose one of the following triggers: Predecessors complete (the predecessors have completed) Scheduled start date (the scheduled start date has arrived) Both scheduled start date and predecessors complete (both of the above) Either scheduled start date or predecessors complete (either of the above) 4. Select a workflow in the Workflow Template dialog box. For information about creating workflow templates, see the Workflow Designer Guide. 5. Click OK. If the selected workflow template contains an interactive task, for example, Do Task, Review Task, or Signoff Task, the task to be performed appears in the user s Inbox. If no interactive task is present in the workflow template, no workflow notification is displayed. If a schedule is unpublished or is a template, workflow triggers are not processed. Therefore, the workflows are not processed and the workflows do not appear in the user s Inbox. Only schedules that are published and are not templates start workflows. If you change the finish date of a workflow, the schedule task finish date is no longer changed. Instead, the workflow sends an to the schedule owner about the workflow slipping. The owner can then decide if the schedule should be changed. The In Progress and Complete status updates are still automatically updated. Initiate a workflow 1. In the task table, select a workflow task. 2. Choose SchedulefiLaunch Workflow Now or right-click and choose Launch Workflow Now. 3. In the Confirm Launch Workflow dialog box, click Yes to launch the workflow. Managing part requests A part request identifies a neutral part that a technician requires or wants to use as part of the service implementation. You can relate part requests to work orders, job cards, or job tasks. Example A job card to inspect a robot s wheel assembly was performed and a tire tread was found to be worn. You create a part request for a new tire tread for the robot s wheel. 9-4 Service Scheduler Guide PLM00173 C

Approving and implementing the scheduled service work As the following figure shows, you can optionally relate the following to a part request: An existing neutral item The neutral item must be a

139 Approving and implementing the scheduled service work As the following figure shows, you can optionally relate the following to a part request: An existing neutral item The neutral item must be a valid MRO neutral item defined by the IsMRONeutralType business constant. For information about setting the IsMRONeutralType business constant, see the Service Manager Guide. The saved query criteria for a neutral item You can save the query criteria for a neutral item that does not exist at the time the part request was created, but may be created at a later date. You can perform the following actions on a part request: Issue parts against the part request You can issue physical parts against the part request for a work order, job card, or job task. The part request must be related to a neutral item in order to issue parts against the part request. When you create the part request, you specify the quantity of parts needed. The number of issued parts cannot exceed this value. PLM00173 C Service Scheduler Guide 9-5

140 Chapter 9 Approving and implementing the scheduled service work Validate a part request You can validate part requests to check if there is a neutral item related to the part request with the Requested Part relation. If none exists, you have the option of searching for and relating an existing neutral item. Close a part request You can close part requests if you do not want to issue the quantity of parts requested. Cancel a part request You can cancel part requests if the part request is no longer needed or rejected during an approval process. The following table displays the conditions that need to be satisfied when managing part requests. If the condition is not met, a dialog box appears indicating the condition is not satisfied and you are unable to perform the action. Action Condition Default property setting Create a part request for a work order. Create a part request for a job card or job task. SSS0AllowWorkOrderReferences The Closure of the work order must be set to Open. SSS0AllowsJobActivityReferences The Status of the job card or job task must be set to any of the following: Not Started In Progress Late Validate a part request. Close a part request. Cancel a part request. SPR0IsPartRequestValidated SPR0IsPartRequestClosed SPR0IsPartRequestCancelable Needs Attention The Disposition of the part request must be set to Requested. The Disposition of the part request must be set to Requested. The Disposition of the part request must be set to Requested. For more information about setting the conditions, see Setting Service Scheduler conditions. The part request uses service processing states to indicate the maturity state of the part request. The following table displays the state changes that are caused by actions performed on the part request. 9-6 Service Scheduler Guide PLM00173 C

141 Approving and implementing the scheduled service work Action on part request Approval value Disposition value Create a part request. Pending Requested Cancel a part request. Rejected Canceled Issue a part against the part request. Approved Completed Close a part request. Approved Completed Create a part request 1. To create a part request from Service Scheduler, do the following steps: a. From the navigation pane, click Service Scheduler. b. Select the work order, job card, or job task and do one of the following: Choose FilefiNewfiPart Request. On the main toolbar at the top of the Service Scheduler pane, click the Part Request button. Right-click the work order, job card, or job task and choose NewfiPart Request. If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. A. In the Summary pane, click the Parts tab. B. In the Part Requests section, click Part Request. 2. To create a part request from a task in your work list, do the following steps: a. From the navigation pane, click My Worklist. b. Select the work order, job card, or job task from the work list. c. If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. d. In the Summary pane, click the Parts tab. e. In the Part Requests section, click Part Request. 3. In the Create Part Request Type dialog box, do the following steps to relate or clear a neutral item from the part request in the Item field. PLM00173 C Service Scheduler Guide 9-7

142 Chapter 9 Approving and implementing the scheduled service work Actions for item Add an item. Steps a. Click the button next to the Item field and select Relate Item. b. In the Search dialog box, click the Search tab and complete the following information to set up filters for searching. Field name Definition Valid values Item ID Name Description Owning User Owning Group Type Created After Created Before Modified After Modified Before The ID of the neutral item. The name of the neutral item. The description of the neutral item. The ID of the user who owns the neutral item. The group who owns the neutral item. The type of neutral item. The neutral items created after a specific date. The neutral items created before a specific date. The neutral items modified after a specific date. The neutral items modified before a specific date. Alphanumeric (1 32 characters) Alphanumeric (1 128 characters) Alphanumeric (1 240 characters) Alphanumeric (1 32 characters) Alphanumeric (1 128 characters) Alphanumeric (1 32 characters) Click the Set Date button and select a date from the calendar. Click the Set Date button and select a date from the calendar. Click the Set Date button and select a date from the calendar. Click the Set Date button and select a date from the calendar. 9-8 Service Scheduler Guide PLM00173 C

143 Approving and implementing the scheduled service work Actions for item Steps Released After The neutral items released after a specific date. Click the Set Date button and select a date from the calendar. Released Before The neutral items released before a specific date. Click the Set Date button and select a date from the calendar. c. If the neutral item exists: A. Click Find. B. Select the neutral item from the results and click OK. Clear an item. d. If the neutral item doesn t exist, click Save to save the query criteria. a. Click the button next to the Item field and select Clear. 4. In the Create Part Request Type dialog box, complete the remaining information to create the part request. Field name Definition Valid Values Name Description Initiation Date Due Date Quantity Requested The name of the part request (required). The description of the part request (required). The date the part request is initiated. The date the part request is due. The number of requested parts. When you issue parts against the part request, the number of issued parts cannot exceed this value. Alphanumeric string (1 128 characters) Alphanumeric string (1 240 characters). Click the Set Date button and select a date from the calendar. Click the Set Date button and select a date from the calendar. Integer 5. Click Finish to create the part request. PLM00173 C Service Scheduler Guide 9-9

144 Chapter 9 Approving and implementing the scheduled service work The part request is created and displayed in the Summary pane for the work order, job card, or job task under the Parts tab. For information about viewing activity summaries for work orders, job cards, and job tasks, see Monitoring the scheduled service work. Validate a part request You can validate part requests to check if there is a neutral item related to the part request. If none exists, you have the option of searching for and relating a neutral item. The condition SPR0IsPartRequestValidated determines whether the part request can be validated. By default, the disposition of the part request must be set to Requested. If this condition is not met, a dialog box appears indicating the condition is not satisfied and you are unable to validate the part request. 1. To validate a part request from Service Scheduler, do the following steps: a. From the navigation pane, click Service Scheduler. b. Do one of the following: Using advanced search, locate the part request. o Right-click the part request and choose Validate Part Request. Locate and select the work order, job card, or job task that has the part request you want to validate and do the following: o If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. In the Summary pane, do the following: A. Click the Parts tab. B. In the Part Requests section, select the part request to validate and click Validate Part Request. 2. To validate a part request from a task in your work list, do the following steps: a. From the navigation pane, click My Worklist. b. Select the work order, job card, or job task from the work list. c. If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. In the Summary pane, perform the following: d. In the Summary pane, click the Parts tab. e. In the Part Requests section, select the part request to validate and click Validate Part Request. If the part request already has a related neutral item, a dialog box appears indicating the part is already validated Service Scheduler Guide PLM00173 C

145 Approving and implementing the scheduled service work 3. Click OK to close the dialog box. 4. If the part request does not have a related neutral item, the Search dialog box appears. a. Enter the information to set up filters for searching. b. Click Find. If you saved the query criteria for a neutral part when creating the part request, the fields are filled in with the values from the saved query. c. From the results list, select the neutral item you want to relate to the part request and click OK. The neutral item is related to the part request and is displayed in the summary pane for the related job card, job card or job task under the Parts tab. For information about viewing activity summaries for work orders, job cards, and job tasks, see Monitoring the scheduled service work. Close a part request You can close part requests if you do not want to issue the quantity of parts requested. The condition SPR0IsPartRequestClosed determines whether the part request can be closed. By default, the disposition of the part request must be set to Requested. If this condition is not met, a dialog box appears indicating the condition is not satisfied and you are unable to close the part request. 1. To close a part request from Service Scheduler, do the following steps: a. From the navigation pane, click Service Scheduler. b. Do one of the following: Using advanced search, locate the part request. o Right-click the part request and choose Close Part Request. Locate and select the work order, job card, or job task that has the part request you want to validate and do the following: o If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. A. In the Summary pane, click the Parts tab. B. In the Part Requests section, select the part request to close. C. Click More Actions and choose Close Part Request. 2. To close a part request from a task in your work list, do the following steps: a. From the navigation pane, click My Worklist. PLM00173 C Service Scheduler Guide 9-11

146 Chapter 9 Approving and implementing the scheduled service work b. Select the work order, job card, or job task from the work list. c. If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. In the Summary pane, perform the following: d. In the Summary pane, click the Parts tab. e. In the Part Requests section, select the part request to close. f. Click More Actions and choose Close Part Request. 3. In the Close Part Request Warning Dialog dialog box, click Yes to close the part request. The following properties of the closed part request are changed. Property Approval Disposition New value Approved Completed Cancel a part request You can cancel part requests if the part request is no longer needed or rejected during an approval process. The condition SPR0IsPartRequestCancelable determines whether the part request can be closed. By default, the disposition of the part request must be set to Requested. If this condition is not met, a dialog box appears indicating the condition is not satisfied and you are unable to cancel the part request. 1. To cancel a part request from Service Scheduler, do the following steps: a. From the navigation pane, click Service Scheduler. b. Do one of the following: Using advanced search, locate the part request. o Right-click the part request and choose Cancel Part Request. Locate and select the work order, job card, or job task that has the part request you want to validate and do the following: o If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. A. In the Summary pane, click the Parts tab. B. In the Part Requests section, select the part request to close. C. Click More Actions and choose Cancel Part Request. 2. To close a part request from a task in your work list, do the following steps: 9-12 Service Scheduler Guide PLM00173 C

147 Approving and implementing the scheduled service work a. From the navigation pane, click My Worklist. b. Select the work order, job card, or job task from the work list. c. If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. d. In the Summary pane, click the Parts tab. e. In the Part Requests section, select the part request to close. f. Click More Actions and choose Cancel Part Request. 3. In the Cancel Part Request Warning Dialog dialog box, click Yes to cancel the part request. The following properties of the canceled part request are changed. Property Approval Disposition New value Approved Canceled Issuing and returning parts You can issue physical parts to a work order, job card, or job task. When you issue a physical part, the physical location of the physical part changes from its current location to the location specified on the work order. The physical parts now become available when you create part movements for a job card or job task. You can issue physical parts with or without a part request. When you issue parts with a part request, the approval state of the part request is set to Approved and the disposition state is set to Completed. The number of issued parts cannot exceed the quantity of parts defined by the part request. As the following figure shows, you can issue physical parts realized from the related neutral part or from a valid global alternate. PLM00173 C Service Scheduler Guide 9-13

Chapter 9 Approving and implementing the scheduled service work You can return the physical parts that have been issued for a work order, job card, job task, or part request.

148 Chapter 9 Approving and implementing the scheduled service work You can return the physical parts that have been issued for a work order, job card, job task, or part request. The returned parts can be for resources not consumed during implementation or parts removed as part of a part movement. When you return parts, you have the option of returning them to a specific location or disposition. For more information about managing part requests, see Managing part requests. For more information about managing part movements, see Managing part movement. Issue parts 1. To issue parts from Service Scheduler, do the following steps: a. From the navigation pane, click Service Scheduler. b. Do one of the following: Right-click the work order, job card, job task, or part request and select Issue Part. If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. In the Summary pane, do the following: A. Click the Parts tab. B. Select the part request you want to issue a part for and click Issue Part. 2. To issue parts from a task in your work list, do the following steps: a. From the navigation pane, click My Worklist. b. Select the work order, job card, or job task from the work list Service Scheduler Guide PLM00173 C

149 Approving and implementing the scheduled service work c. If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. d. In the Summary pane, click the Parts tab. e. Select the part request you want to issue a part for and click Issue Part. 3. In the Issue Parts dialog box, click the Search tab and complete the following information to set up filters for searching. Field name Definition Valid values Part number Name Serial Number Serial Number After Serial Number Before Lot Number Manufacturer s ID The part number of the physical part. If you are issuing a part for a part request that has a related neutral item, this field is already filled in with the neutral item part number. The name of the physical part. The serial number for the generated physical part. The serial number used to filter physical parts with serial numbers greater than the serial number entered. The serial number used to filter physical parts with serial numbers less than the serial number entered. The lot number for the generated physical part. The manufacturer ID of the physical part. The Manufacturer s ID box is automatically populated if you entered a lot number. Alphanumeric (1 32 characters) Alphanumeric (1 128 characters) Alphanumeric (1 128 characters) Alphanumeric (1 128 characters) Alphanumeric (1 128 characters) Alphanumeric (1 128 characters) Alphanumeric (1 128 characters) PLM00173 C Service Scheduler Guide 9-15

150 Chapter 9 Approving and implementing the scheduled service work Field name Definition Valid values Manufactured After Manufactured Before Manufacturing Date Location Name Disposition Value 4. Click Find. The manufacturing date used to filter physical parts with manufacturing dates greater than the date entered. The manufacturing date used to filter physical parts with manufacturing dates before the date entered. The manufacturing date of the physical structure. The manufacturing date must be before the installation date. The physical location of the physical part. The disposition of the physical part. Click the Set Date button and select a date from the calendar. Click the Set Date button and select a date from the calendar. Click the Set Date button and select a date from the calendar. Select the physical location from the list. Select the disposition from the list. If you are issuing a part without a part request, the search results are displayed with the list of installable parts that are not in the physical location of the work order. If you are issuing a part with a part request, the search results are displayed with the list of preferred parts and alternate parts that are not in the physical location of the work order. 5. Select the physical parts you want to issue. 6. Click OK to issue the parts. The physical locations of the issued parts are changed to the physical location of the work order. Return parts You can return physical parts that have been issued for a work order, job card, job task, or part request. When you return parts, you return them to a specific location and optionally a new disposition. 1. From the navigation pane, click Service Scheduler. 2. Locate the work order, job card, job task, or part request where you want to return the physical parts. 3. Right-click the work order, job card, job task, or part request and select Return Parts Service Scheduler Guide PLM00173 C

151 Approving and implementing the scheduled service work 4. In the Return Parts dialog box, complete the following information. Field name Definition Valid values Location Disposition Return Date/Time The physical location for the returned part (required). Click and select a physical location. The disposition for the returned part. Leave blank to keep the current disposition. The date the part is returned. If you do not enter a value for the return date, the date is set from the current date/time on the server. Click and select a disposition. Click the Set Date button and select a date from the calendar. 5. From the displayed list of parts, select the parts that you want to return and click OK. The parts are returned to the selected location. Managing part movement Part movement is a record of each physical part that is installed, replaced, or uninstalled as a result of a job card or job task. Each installation or uninstallation of a physical part must have a unique part movement record. You can only create part movements for job cards and job tasks with no children. The condition SSS0AllowsJobActivityReferences determines whether you can relate a part movement to a job or job task. By default, the Status property for the job card or job task must be set to any of the following: Not Started In Progress Late Needs Attention To ensure the correct physical configuration for the job card or job task is used, you cannot add part movements to a job card or job task for: Job cards or job tasks that have assigned characteristic values. For more information about assigning characteristics to job cards or job tasks, see Defining characteristics for a job card or job task. Job cards that are upgraded. For more information about setting up upgrade job cards, see Defining upgrade job cards. PLM00173 C Service Scheduler Guide 9-17

152 Chapter 9 Approving and implementing the scheduled service work You can create the following types of part movements. Type of Part Movement Uninstall Install Replace Description An uninstall part movement uninstalls a physical part from the physical structure. An install part movement installs an existing or new physical part into the physical structure. A replace part movement uninstalls a part from a physical structure and installs an existing or new replacement physical part into the physical structure. When you create a part movement to install or replace a physical part, you can choose the physical part to install by: Selecting the physical part from a list of issued parts. The list of issued physical parts is populated by the parts that are issued at the level of the job activity being performed or by the parts issued to the parents of the active activity. Searching for an existing physical part in the same location as the physical asset related to the job card or job task. Selecting the Is New option to create a new physical part. If the Is New option is set to a value of true, you can specify an existing neutral part to be used as the basis for a new physical part. Part movements can be categorized as traceable or untraceable. Traceable part movements are necessary for parts that affect the physical structure. The changes to the physical structure from a traceable part movement are not applied until the parent service event is approved. Untraceable part movements capture only the part number and serial number of the physical part and are used for parts that do not affect the physical structure, such as a filter change. After you create the part movements, they are displayed in the summary pane under the Parts tab for the associated job card or job task. For information about viewing activity summaries for job cards and job tasks, see Monitoring the scheduled service work. To implement the part movements, you must update the physical configuration. You can update the physical configuration manually or submit the update through a customized workflow for approval. For information about updating physical configurations, see Updating the physical configuration. Create part movement uninstall 1. From the navigation pane, click Service Scheduler. 2. From the Service Scheduler view, select the job card or job task to associate with the new part movement Service Scheduler Guide PLM00173 C

153 Approving and implementing the scheduled service work The job card or job task must not have any children. 3. Create a part movement in one of the following ways: Choose File New Part Movement. Right-click and choose New Part Movement. 4. In the Create Part Movement dialog box, complete the following information for the part movement. Field name Definition Valid values Parent Name Description Part Movement Type Is Traceable Action Date Job card or job task associated with this part movement (required). Click and select one of the following values: The name of the part movement (required). The description of the part movement. The type of part movement (required). Determines whether this part movement is for a part that affects the physical structure. If set to false, the system only captures the part number and serial number of the physical part being uninstalled. The date of the part movement. If you do not enter a value for the action date, the date is set from the current date/time on the server where the part movement is created. Add allows you to search for an existing job card or job task to associate with this part movement. Clear clears any service event that is contained in this field. Alphanumeric string (1 128 characters). Alphanumeric string (1 240 characters). Select Uninstall to create an uninstall part movement. true (default value) or false. Click the Set Date button and select a date from the calendar. PLM00173 C Service Scheduler Guide 9-19

154 Chapter 9 Approving and implementing the scheduled service work 5. Click Show As-Maintained Structure to open the pane to load the as-maintained physical structure Service Scheduler Guide PLM00173 C

155 Approving and implementing the scheduled service work The Maintenance tree pane displays the impacted part related to the job card. If the job card has no impacted part, the physical asset related to the job card is displayed. 6. From the Maintenance tree pane, select the physical part you want to uninstall. If a part in the physical structure is missing and has no generated physical part, the part is highlighted in red and is represented by a neutral part. You cannot select that part for the uninstallation. 7. Click OK. Alternatively, click Close to exit. The following occurs: The Parent Physical Element field now contains the physical structure parent part. The Usage Name field now contains usage of the selected physical part. 8. Complete the following information for the uninstall part movement. Field name Definition Valid values Part Number Serial Number The part number of the new physical part. The part number is valid only if the field Is Traceable is set to false indicating the part you are uninstalling does not exist as a neutral part in the database. The serial number of the new physical part. The part number is valid only if the field Is Traceable is set to false indicating the part you are uninstalling does not exist as a neutral part in the database. Alphanumeric string (1 128 characters). Alphanumeric string (1 128 characters). PLM00173 C Service Scheduler Guide 9-21

156 Chapter 9 Approving and implementing the scheduled service work Field name Definition Valid values Manufacture ID Lot Number Uninstall Location The manufacturer ID of the new physical part. The part number is valid only if the field Is Traceable is set to false indicating the part you are uninstalling does not exist as a neutral part in the database. The lot number of the new physical part. The part number is valid only if the field Is Traceable is set to false indicating the part you are uninstalling does not exist as a neutral part in the database. Alphanumeric string (1 128 characters). Alphanumeric string (1 128 characters). The physical location of the uninstalled part. Click and select one of the following values: Add to select the physical location from the displayed list of preferred physical locations. Clear to clear the physical location that is contained in this field Service Scheduler Guide PLM00173 C

Approving and implementing the scheduled service work 9. Click Finish to create the uninstall part movement. Alternately, click Cancel to exit.

157 Approving and implementing the scheduled service work 9. Click Finish to create the uninstall part movement. Alternately, click Cancel to exit. The part movement is created and displayed in the Summary pane for the job card or job task under the Parts tab. PLM00173 C Service Scheduler Guide 9-23

158 Chapter 9 Approving and implementing the scheduled service work For information about viewing activity summaries for job cards and job tasks, see Monitoring the scheduled service work. The applicable part movement changes are not applied to the physical structure until the configuration is updated. After the configuration update, the physical part is uninstalled from the structure. For information about updating configurations, see Updating the physical configuration. Create part movement install or replace 1. From the navigation pane, click Service Scheduler 2. From the Service Scheduler view, select the job card or job task to associate with the new part movement. The job card or job task must not have any children. 3. Create a part movement in one of the following ways: Choose File New Part Movement. Right-click and choose New Part Movement. 4. In the Create Part Movement dialog box, complete the following information for the part movement. Field name Definition Valid values Service Event Name Description Part Movement Type The parent service event associated to this part movement (required). Click and select one of the following values: The name of the part movement (required). The description of the part movement. The type of part movement (required). Add allows you to search for an existing job card or job task to associate with this part movement. Clear clears any service event that is contained in this field. Alphanumeric string (1 128 characters). Alphanumeric string (1 240 characters). Select Install to create an install part movement. Select Replace to create a replacement part movement Service Scheduler Guide PLM00173 C

159 Approving and implementing the scheduled service work Field name Definition Valid values Is Traceable Is Approved Deviation Is Extra to Design Action Date Determines whether this part movement is for a part that affects the physical structure. If set to false, the system only captures the part number and serial number of the physical part being installed. Determines whether this part movement is an approved deviation. Determines whether this part movement is extra to design. The date of the part installation. If you do not enter a value for the action date, the date is set from the current date/time on the server where the part movement is created. true (default value) or false. true or false (default value). true or false (default value). Click the Set Date button and select a date from the calendar. PLM00173 C Service Scheduler Guide 9-25

160 Chapter 9 Approving and implementing the scheduled service work 5. Click Show As-Maintained Structure to open the pane to load the as-maintained physical structure Service Scheduler Guide PLM00173 C

161 Approving and implementing the scheduled service work The Maintenance tree pane displays the impacted part related to the job card. If the job card has no impacted part, the physical asset related to the job card is displayed. 6. From the Maintenance tree pane: If the Part Movement Type field is set to Install, select the physical part to identify the usage of the part you want to install. If the Part Movement Type field is set to Replace, select the physical part to identify the usage of the part you want to uninstall and replace. If the Part Movement Type field is set to Replace, you cannot select a part for replacement that is uninstalled or missing. If Is Extra to Design is set to true, select the physical part parent of the structure where you want to install the extra to design part. If a part in the physical structure is missing and has no generated physical part, the part is highlighted in red and is represented by a neutral part. You cannot select that part for replacement. 7. Click OK. Alternatively, click Close to exit. The following occurs: The Parent Physical Element field now contains the physical structure parent part. The Usage Name field now contains usage of the selected physical part. 8. From Create Part Movement pane, complete the following information for the part movement. PLM00173 C Service Scheduler Guide 9-27

162 Chapter 9 Approving and implementing the scheduled service work Field name Definition Valid values Is New Neutral Part Physical Part Part Number Serial Number Determines whether this part exists as a neutral part in the database and does not have a realized physical part. The neutral part that is used to create the new physical part to be installed. This field is only valid if Is New is set to true indicating the neutral part does not have a realized physical part. The physical part to install. This field is only valid for the following conditions: The field Is New is set to false indicating the physical part selected for the install already exists. The field Is Traceable is set to true indicating it is traceable part movement. The part number of the new physical part. The part number is valid only if the field Is Traceable is set to false indicating the part you are installing does not exist as a neutral part in the database. The serial number of the new physical part. The part number is valid only if the field Is Traceable is set to false indicating the part you are installing does not exist as a neutral part in the database. true or false (default value) Click and select one of the following values: Add allows you to search for an existing neutral part. Clear clears any neutral part that is contained in this field. Click and select one of the following values: Add allows you to search for an existing physical part to install. The search results display the valid preferred, alternate, substitute, and deviated physical parts that can be installed. Clear clears any physical part that is contained in this field. Alphanumeric string (1 128 characters). Alphanumeric string (1 128 characters) Service Scheduler Guide PLM00173 C

163 Approving and implementing the scheduled service work Field name Definition Valid values Manufacture ID Lot Number Uninstall Location The manufacturer ID of the new physical part. The part number is valid only if the field Is Traceable is set to false indicating the part you are installing does not exist as a neutral part in the database. The lot number of the new physical part. The part number is valid only if the field Is Traceable is set to false indicating the part you are installing does not exist as a neutral part in the database. The physical location of the uninstalled part. This field is only available if the Part Movement Type field is set to Uninstall or Replace. Alphanumeric string (1 128 characters). Alphanumeric string (1 128 characters). Click and select one of the following values: Add to select the physical location from the displayed list of preferred physical locations. Clear to clear the physical location that is contained in this field. PLM00173 C Service Scheduler Guide 9-29

Chapter 9 Approving and implementing the scheduled service work 9. Click Finish to create the install part movement. Alternately, click Cancel to exit.

164 Chapter 9 Approving and implementing the scheduled service work 9. Click Finish to create the install part movement. Alternately, click Cancel to exit. The part movement is created and displayed in the Summary pane for the job card or job task under the Parts tab Service Scheduler Guide PLM00173 C

165 Approving and implementing the scheduled service work For information about viewing activity summaries for job cards and job tasks, see Monitoring the scheduled service work. The applicable part movement changes are not applied to the physical structure until the configuration is updated. After the configuration update, the physical part is installed in the structure. For information about updating configurations, see Updating the physical configuration. Edit a part movement You can also edit a part movement for a job card or job task in My Teamcenter from a task in your work list. 1. From the navigation pane, click Service Scheduler. 2. Locate the job card or job task where you want to edit the part movement. 3. If the summary pane is not displayed, right-click the job card or job task and choose Open WithfiSummary. 4. In the Summary pane, click the Parts tab. 5. In the Part Movements section, right-click the part movement and choose Properties. 6. Click Checkout and Edit. 7. Edit the information for the part movement. 8. Click Save and Check-In or Save. Remove a part movement You can also remove a part movement for a job card or job task in My Teamcenter from a task in your work list. 1. From the navigation pane, click Service Scheduler. 2. Locate the job card or job task where you want to remove the part movement. 3. If the summary pane is not displayed, right-click the job card or job task and choose Open WithfiSummary. 4. In the Summary pane, click the Parts tab. 5. In the Part Movements section, right-click the part movement and choose Cut. The part movement is removed. PLM00173 C Service Scheduler Guide 9-31

166 Chapter 9 Approving and implementing the scheduled service work Defining upgrade job cards You can define upgrade job cards to specifically handle upgrades by identifying a different neutral configuration assigned to the impacted part related to the job card. If the job card does not have an impacted part, the physical asset defined for the job card is used. An upgrade job card is used to rebase the physical asset to a new configuration, part number, or revision. You can define upgrade job cards for only those job cards that have no children. For more information about rebasing physical structures, see the Service Manager Guide. Example You create a variant for a bearing housing assembly to determine if a regular bearing housing or heavy-duty bearing housing is used in a neutral structure. The neutral structure assigned to the physical asset has the variant set to use the regular bearing housing. However, the conditions have changed requiring you to use the heavy duty bearing housing. If you plan to replace the regular bearing housing with the heavy duty bearing housing, you create an upgrade job card that updates the neutral configuration to use the variant for the heavy duty bearing housing configuration. To ensure the correct physical configuration for the job card is used, you cannot define upgrade job cards when: The job card has part movements. The job card has assigned characteristics. You must update the configuration to rebase the physical asset after you have set up the upgrade. You can update the physical configuration manually or submit the update through a customized workflow for approval. For information about updating physical configurations, see Updating the physical configuration. Define an upgrade job card 1. From the navigation pane, click Service Scheduler. 2. From the Service Scheduler view, locate the job card that you want to set up the upgrade for. 3. Right-click the job card and choose Setup Upgrade. 4. In the Setup Upgrade dialog box, choose one the following options: To Reconfigure the neutral structure using revision rules and variants configuration. Do this: Click Reconfigure Neutral Item and click OK. The neutral structure for the parent service plan appears in the Search dialog box under the Configure tab Service Scheduler Guide PLM00173 C

167 Approving and implementing the scheduled service work To Search for a different neutral revision or configuration. Do this: a. Click Advanced. b. Click Search New Neutral Item Revision and Configure and click OK. c. In the Search dialog box, type the values for the properties to filter your search and click Find. You can use wild cards in any of the property fields for searching. Search for a different neutral configuration using the saved structure context name. d. Select the part revision from the results list and click Configure. a. Click Advanced. b. Click Search Saved Structure Context and click OK. c. In the Search dialog box, type the structure context name and click Find. You can use wild cards in any of the property fields for searching. d. Select the part from results list and click Configure. 5. Click Latest Working to optionally set a revision rule and click OK. For more information about setting revision rules, see Getting Started with Product Structure. 6. Select a part in the structure and click Click to add a variant rule to optionally set a variant rule and click OK. For more information about creating variant rules, see Getting Started with Product Structure. 7. Click Finish to upgrade to a new revision of the neutral structure or a different neutral structure. Updating the physical configuration You update the physical configuration on a job card or job task to perform the following: The job card or job task must not have any children. Execute the physical structure part movements related to the job activity. For information about managing part movements, see Managing part movement. PLM00173 C Service Scheduler Guide 9-33

168 Chapter 9 Approving and implementing the scheduled service work Example As the following figure shows, you update the configuration for a job card that contains a part movement to uninstall a compressor. The compressor is uninstalled from physical structure after the physical configuration update. Rebase the impacted physical part for a job card, if the job card is an upgrade job card. Example A job card contains an impacted physical structure that specifies a variant condition to use a default compressor or an XL compressor. The default variant condition is used for the original generated physical structure, but now you need to change the variant condition to use the XL compressor. As the following figure shows, you set up an upgrade job card to rebase the physical structure to the neutral structure that uses the variant condition for the XL compressor. After the physical configuration update, the default compressor is changed to an extra to design part and the XL compressor is displayed as a missing part in the physical structure Service Scheduler Guide PLM00173 C

169 Approving and implementing the scheduled service work For more information about setting up upgrade job cards, see Defining upgrade job cards. For more information about rebasing physical structures, see the Service Manager Guide. You can update the physical configuration manually or submit the update through a customized workflow for approval. Update the configuration to implement part movements 1. To update the configuration from Service Scheduler, do the following steps: a. From the navigation pane, click Service Scheduler. b. Select the job card or job task and do one of the following: Right-click the job card or job task and choose Update Configuration. If the summary pane is not displayed, right-click the job card or job task and choose Open WithfiSummary. A. In the Summary pane, click the Parts tab. B. In the Update Configuration section, click Update Configuration. 2. To update the configuration from a task in your work list, do the following steps: a. From the navigation pane, click My Worklist. b. Select the job card or job task from the work list. PLM00173 C Service Scheduler Guide 9-35

170 Chapter 9 Approving and implementing the scheduled service work c. If the summary pane is not displayed, right-click the job card or job task and choose Open WithfiSummary. d. In the Summary pane, click the Parts tab. e. In the Update Configuration section, click Update Configuration. 3. From the Update Configuration dialog box, select the part movements you want to implement. 4. Click OK to update the configuration. Update the configuration to rebase the physical structure 1. To update the configuration from Service Scheduler, do the following steps: a. From the navigation pane, click Service Scheduler. b. Select the job card or job task and do one of the following: Right-click the job card or job task and choose Update Configuration. If the summary pane is not displayed, right-click the job card or job task and choose Open WithfiSummary. A. In the Summary pane, click the Parts tab. B. In the Update Configuration section, click Update Configuration. 2. To update the configuration from a task in your work list, do the following steps: a. From the navigation pane, click My Worklist. b. Select the job card or job task from the work list. c. If the summary pane is not displayed, right-click the job card or job task and choose Open WithfiSummary. d. In the Summary pane, click the Parts tab. e. In the Update Configuration section, click Update Configuration Service Scheduler Guide PLM00173 C

171 Approving and implementing the scheduled service work 3. In the Update Configuration dialog box, click the Set Date button and select a date from the calendar to set the rebase date. 4. Click OK to update the configuration. Managing reported discrepancies Discrepancies are irregularities or observations that are discovered for the physical asset during the implementation of the related work order, job card, or job task. Discrepancies can also identify if there was a failure with the physical part. A reported discrepancy can also contain fault information about the part. This fault information, or fault code, is an identifier that indicates an itemized fault or problem that a manufacturer has identified with a part. Physical parts can also report fault codes as a result of internal diagnostics. For information about creating fault codes, see the Service Manager Guide. You relate a work order, job card, or job task to a service discrepancy to identify that the work order addresses the service discrepancy. The related work order, job card, or job task is identified as the corrective action for the service discrepancy. On completion of a work order or job card or job task, the discrepancy related by the corrective action relationship is also completed. Example As the following figure shows, you create a reported discrepancy for a worn tire tread found while executing a job card to inspect the robot. You assign the corrective action for the discrepancy to a job card to replace the tire tread. PLM00173 C Service Scheduler Guide 9-37

172 Chapter 9 Approving and implementing the scheduled service work Create a reported discrepancy 1. To create a reported discrepancy from Service Scheduler, do the following steps: a. From the navigation pane, click Service Scheduler. b. Select the work order, job card, or job task and do one of the following: Choose FilefiNewfiDiscrepancy. Click the Discrepancy button on the main toolbar at the top of the Service Scheduler pane. Right-click the work order, job card, or job task and choose NewfiDiscrepancy. If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. A. In the Summary pane, click the References tab. B. In the Discovered Discrepancies section, click Discrepancy Service Scheduler Guide PLM00173 C

173 Approving and implementing the scheduled service work 2. To create a reported discrepancy from a task in your work list, do the following steps: a. From the navigation pane, click My Worklist. b. Select the work order, job card, or job task from the work list. c. If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. d. In the Summary pane, click the References tab. e. In the Discovered Discrepancies section, click Discrepancy. 3. In the Create Reported Discrepancy Type dialog box, complete the following information for the reported discrepancy. Field name Definition Valid values Name ID Activity Number Description Initiation Date Severity Is Failure Discovered By Discovery Date Due Date The name of the reported discrepancy (required). The identification number of the reported discrepancy (required). The activity number of the reported discrepancy (required). The description of the reported discrepancy. The date that the discrepancy is first recorded. The severity level of the discrepancy. Determines whether this discrepancy is a part failure. The name of the person that discovered the discrepancy. The date that the discrepancy was discovered. The date that the corrective action work needs to be complete. Alphanumeric string (1 128 characters). Alphanumeric string (1 32 characters). Alphanumeric string (1 32 characters). Alphanumeric string (1 240 characters). Click the Set Date button and select a date from the calendar. Select one of the following values: Critical Major Minor true or false (default value) Alphanumeric string (1 40 characters). Click the Set Date button and select a date from the calendar. Click the Set Date button and select a date from the calendar. PLM00173 C Service Scheduler Guide 9-39

174 Chapter 9 Approving and implementing the scheduled service work Field name Definition Valid values Physical Part In Progress Fault Code The physical part associated with this reported discrepancy (required). Associated fault codes for this reported discrepancy. For information about creating fault codes, see the Service Manager Guide. Click and select one of the following values: Add allows you to search for a physical part to associate with this reported discrepancy. Clear clears any physical part that is contained in this field. Click and select one of the following values: Add allows you to search for a fault code to associate with this reported discrepancy. Clear clears any fault code that is contained in this field. 4. Click Finish to create the reported discrepancy. Alternatively, click Cancel to exit. The discrepancy is created and displayed in the Summary pane for the work order, job card, or job task under the References tab. For information about viewing activity summaries for work orders, job cards, and job tasks, see Monitoring the scheduled service work. Edit a reported discrepancy You can also edit a reported discrepancy for a work order, job card, or job task in My Teamcenter from a task in your work list. 1. From the navigation pane, click Service Scheduler. 2. Locate the work order, job card, or job task where you want to edit the reported discrepancy. 3. If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. 4. In the Summary pane, click the References tab. 5. In the Discovered Discrepancies section, right-click the discrepancy and choose Properties. 6. Click Checkout and Edit Service Scheduler Guide PLM00173 C

175 Approving and implementing the scheduled service work 7. Edit the information for the reported discrepancy. 8. Click Save and Check-In or Save. Remove a reported discrepancy You can also remove a reported discrepancy for a work order, job card, or job task in My Teamcenter from a task in your work list. 1. From the navigation pane, click Service Scheduler. 2. Locate the work order, job card, or job task where you want to remove the reported discrepancy. 3. If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. 4. In the Summary pane, click the References tab. 5. In the Discovered Discrepancies section, right-click the discrepancy and choose Cut. The discrepancy is removed. Create a corrective action from a selected discrepancy 1. To create the corrective action from a selected discrepancy from Service Scheduler, do the following steps: a. From the navigation pane, click Service Scheduler. b. Do one of the following: Using advanced search, search for the discrepancy you want to add the corrective action to. If the summary pane is not displayed, right-click the work order, job card, or job task that contains the reported discrepancy and choose Open WithfiSummary. o In the Summary pane, click the References tab. The reported discrepancies are displayed under the Discovered Discrepancies section. 2. To create the corrective action from a selected discrepancy from a task in your work list, do the following steps: a. From the navigation pane, click My Worklist. b. Select the work order, job card, or job task from the work list. c. If the summary pane is not displayed, right-click the work order, job card, or job task that contains the reported discrepancy and choose Open WithfiSummary. d. In the Summary pane, click the References tab. PLM00173 C Service Scheduler Guide 9-41

176 Chapter 9 Approving and implementing the scheduled service work The reported discrepancies are displayed under the Discovered Discrepancies section. 3. Right-click the reported discrepancy and choose one of the following: Add Corrective ActionfiCorrective Action to Job Card to add the corrective action to a job card. Add Corrective ActionfiCorrective Action to Job Task to add the corrective action to a job task. Add Corrective ActionfiCorrective Action to Work Order to add the corrective action to a work order. 4. In the Search dialog box, click the Search tab and complete the following information to set up filters for searching the job card, job task, or work order where you want to create the corrective action. Field name Definition Valid values Name Description Owning User Owning Group Created After Created Before Name of the job card, job task, or work order. Description of the job card, job task, or work order. ID of the user who owns the job card, job task, or work order. Group who owns the job card, job task, or work order. Job cards, job tasks, or work orders created after a specific date. Job cards, job tasks, or work orders created before a specific date. Alphanumeric (1 128 characters) Alphanumeric (1 128 characters) Alphanumeric (1 128 characters) Alphanumeric (1 128 characters) Click the Set Date button and select a date from the calendar. Click the Set Date button and select a date from the calendar. 5. Select the job card, job task, or work order from the results list and click OK. The corrective action for the discrepancy is assigned to the selected job card, job task, or work order. For information about viewing activity summaries for job cards and job tasks, see Monitoring the scheduled service work. Create a corrective action from a selected work order, job card, or job task 1. To create the corrective action from a selected work order, job card, or job task from Service Scheduler, do the following steps: a. From the navigation pane, click Service Scheduler Service Scheduler Guide PLM00173 C

177 Approving and implementing the scheduled service work b. Do one of the following: Right-click the job card, job task, or work order and choose Add Corrective ActionfiSearch Discrepancy. If the summary pane is not displayed, right-click the work order, job card, or job task that contains the reported discrepancy and choose Open WithfiSummary. A. In the Summary pane, click the References tab. B. In the Corrected Discrepancies section, click Search Discrepancy. 2. To create the corrective action from a selected work order, job card, or job task from a task in your work list, do the following steps: a. From the navigation pane, click My Worklist. b. Select the work order, job card, or job task from the work list. c. If the summary pane is not displayed, right-click the work order, job card, or job task that contains the reported discrepancy and choose Open WithfiSummary. d. In the Summary pane, click the References tab. e. In the Corrected Discrepancies section, click Search Discrepancy. 3. In the Search dialog box, click the Search tab and complete the following information to set up filters for searching the discrepancies. Field name Definition Valid values Name Description Owning User Owning Group Authorized By Discovered By Discovery Date The name of the discrepancy. The description of the discrepancy. The ID of the user who owns the discrepancy. The group who owns the discrepancy. The name of the person that authorized the discrepancy. The name of the person that discovered the discrepancy. The date that the discrepancy was discovered. Alphanumeric (1 128 characters) Alphanumeric (1 128 characters) Alphanumeric (1 128 characters) Alphanumeric (1 128 characters) Alphanumeric string (1 40 characters). Alphanumeric string (1 40 characters). Click the Set Date button and select a date from the calendar. PLM00173 C Service Scheduler Guide 9-43

178 Chapter 9 Approving and implementing the scheduled service work Field name Definition Valid values Initiation Date Due Date Created After Created Before The date that the discrepancy was initiated. The date that the corrective action work needs to be complete. Discrepancies created after a specific date. Discrepancies created before a specific date. 4. Select the discrepancies from the results list and click OK. Click the Set Date button and select a date from the calendar. Click the Set Date button and select a date from the calendar. Click the Set Date button and select a date from the calendar. Click the Set Date button and select a date from the calendar. The corrective action is assigned to the job card, job task, or work order for the selected discrepancies. For information about viewing activity summaries for work orders, job cards, and job tasks, see Monitoring the scheduled service work. Remove a corrective action You can also remove a corrective for a work order, job card, or job task in My Teamcenter from a task in your work list. 1. From the navigation pane, click Service Scheduler. 2. Locate the work order, job card, or job task where you want to remove the corrective action. 3. If the summary pane is not displayed, right-click the work order, job card, or job task and choose Open WithfiSummary. 4. In the Summary pane, click the References tab. 5. In the Corrected Discrepancies section, right-click the corrective action and choose Cut. The corrective action is removed. Tracking utilization information A user such as a service technician can record and track utilization information based on life, observation, and date characteristic definitions. You can record values for the assigned characteristics defined for the following: Job cards Job tasks 9-44 Service Scheduler Guide PLM00173 C

179 Approving and implementing the scheduled service work Physical assets When you record the utilization for a job card or job task, you have the option of recording the utilization for the impacted part related to the job card. If the job card does not have an impacted part, the physical asset related to the job card is used. To record utilization on a physical part, you must have already assigned the characteristics to the related realized neutral item before the physical part was generated. Life characteristics are cumulated for the physical part and can be propagated throughout the entire physical structure if any of the child physical parts share the same life characteristics. You must create a logbook before recording the utilization information. For information about creating characteristic definitions for job cards and job tasks, see Defining characteristics for a job card or job task. For more information about assigning characteristics to the neutral items, see the Service Manager Guide. Create a logbook 1. From the navigation pane, click Service Scheduler. 2. Select a folder where you want to create the new logbook. 3. Choose File New Log Book. 4. In the New Log Book dialog box, enter the following information for the new logbook. Field name Definition Valid values Log Book Name The name of the logbook. Alphanumeric (1 128 characters) Description The description of the logbook. Alphanumeric (1 240 characters) 5. Click OK to create the logbook. Alternatively, click Cancel to exit. Record utilization information 1. To record utilization from Service Scheduler, do the following steps: a. From the navigation pane, click Service Scheduler. b. Select the job card or job task and do one of the following: Right-click the job card or job task and choose Record Utilization. If the summary pane is not displayed, right-click the job card or job task and choose Open WithfiSummary. A. In the Summary pane, click the Properties tab. B. In the Record Utilization section, click Record Utilization. PLM00173 C Service Scheduler Guide 9-45

180 Chapter 9 Approving and implementing the scheduled service work 2. To record utilization from a task in your work list, do the following steps: a. From the navigation pane, click My Worklist. b. Select the job card or job task from the work list. c. If the summary pane is not displayed, right-click the job card or job task and choose Open WithfiSummary. d. In the Summary pane, click the Properties tab. e. In the Record Utilization section, click Record Utilization. 3. In the Record Utilization dialog box, enter the following information. Field name Definition Valid values Log Book Description Recording Time Captured by The logbook used to record the utilization. You must create a logbook before recording the utilization information. The description of the utilization. The date the utilization was recorded. If you do not enter a value for the recording time, the date is set from the current date/time on the server. The user who captured the utilization information. Click and select the logbook from the list. Alphanumeric (1 240 characters) Click the Set Date button and select a date from the calendar. Alphanumeric (1 128 characters) 4. Select the Propagate check box to propagate the same data to any child physical part of the physical asset or impacted part that shares the same the life characteristic definitions. 5. Enter the following information for the utilization. For a life characteristic, type the value. For an observation characteristic, type the value. For a date characteristic, click the Set Date button and select a date from the calendar. Select the For Physical Part check box if you want to record the utilization for the related physical part in addition to the job card or job task. Leave it unchecked to record the utilization for the job card or job task only. This option is unavailable if the physical part does not have the assigned characteristic Service Scheduler Guide PLM00173 C

181 Approving and implementing the scheduled service work The physical part is the impacted part for the job card. If the job card does not have an impacted part, the physical asset for the job card is used. 6. Click OK to record the utilization. Alternatively, click Cancel to exit. The recorded utilization for the job card or job task is displayed in the Summary pane under the Properties tab. Viewing the utilization You can view the recorded utilization for the job card, job task or physical asset. The following utilization information is displayed for when you view the utilization for a job card, job task, or the physical part. Column name Characteristics Name Unit Time Since New Last Value Last Utilization Date Description Specifies the name of the characteristic definition. Specifies the unit used for the characteristic definition. Specifies the sum of all recorded values for a life characteristic definition. If a revision rule is being used, the value is the sum of all recorded values since the revision rule date. Specifies the latest recorded value for an observation characteristic definition or the latest date for a date characteristic definition. Specifies the latest date the utilization values were recorded. The following additional utilization information is displayed when you view the utilization for a physical part. Column name Time on Parent Time Since Repair Time Since Overhaul Description Specifies the accumulated life characteristic values for a physical part since it was installed on the parent. Specifies the accumulated life characteristic values for a physical part since the last repair event. Specifies the accumulated life characteristic values for a physical part since the last overhaul event. View the utilization data for a job card or job task 1. From the navigation pane, click Service Scheduler. 2. Locate the job card or job task that you want to view the utilization for. PLM00173 C Service Scheduler Guide 9-47

182 Chapter 9 Approving and implementing the scheduled service work 3. If the summary pane is not displayed, right-click the job card or job task and choose Open WithfiSummary. 4. In the Summary pane, click the Properties tab. The utilization is displayed in the Recorded Utilization section. View the part utilization data 1. From the navigation pane, click Service Scheduler. 2. Choose WindowfiShow ViewfiService Editor to open the Service Editor view. 3. From the Service Editor view, click Open by Name to open the physical structure or physical part. 4. Select the BOM line of the physical part you want to view the utilization for. 5. Right-click and choose Show Utilization. The Show Utilization pane appears and shows the utilization data Service Scheduler Guide PLM00173 C

183 Chapter 10 Monitoring the scheduled service work Monitoring the scheduled service work Activity summary for a work order View the activity summary for a work order Activity summary for a job card View the activity information for a job card Activity summary for a job task View the activity information for a job task PLM00173 C Service Scheduler Guide

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Chapter 10 Monitoring the scheduled service work Monitoring the scheduled service work You can monitor the scheduled service by viewing the activity summaries for work orders, job cards, and job

185 Chapter 10 Monitoring the scheduled service work Monitoring the scheduled service work You can monitor the scheduled service by viewing the activity summaries for work orders, job cards, and job tasks. The summary information includes the details of a work order revision, job card, or job task. The details are displayed in the various sections when you click on the Properties, Parts, or References tabs in the Summary view. Activity summary for a work order The following table shows the information that is displayed and can be changed in the summary information for a work order. Tab Section Description Properties Properties Contact Information Displays the properties of the work order. Displays the physical location, company location, and company contact. PLM00173 C Service Scheduler Guide 10-1