Lab 2: Work Management From Service Request to Work Completion

Lab 2: Work Management From Service Request to Work Completion Exercise 1: Create a Job Plan...2 Exercise 2: Add Job Plan Labor...4 Exercise 3: Add Job Plan Materials...5 Exercise 4: Add Job Plan Tools...6 Exercise 5: Duplicate a Job Plan...7 Exercise 6: Create a Time-Based Master PM...8 Exercise 7: Creation through Completion of a Work Order...10 Create a Work Order...10 Work Assignment and Initiation...12 Report Labor Actuals and Complete the Work...13 Exercise 8: Process a PM Work Order to Completion...16 Create a Work Order...16 Work Assignment and Initiation...17 Report Labor Actuals and Complete the Work...18 1/18

Exercise 1: Create a Job Plan The first step is to create the job plan record and define certain defaults that will be applied to any work order using this job plan. Hint: Remember, if you run out of space when entering field information, you can click the Detail button to open the Long Description box. 1. Log in as wilson / wilson and open the Job Plans application (Go To > Planning > Job Plans). 2. Insert a new record using the following information: Job Plan Description MYJP My Job Plan 3. In the Details section, enter the following values in their respective fields: Duration 1:15 WO Priority 3 4. In the Job Plan Tasks section, click the New Row button. 5. In the table window, enter the following information: Task ID Description 10 Remove pipe plugs from housing 6. Click New Row. Repeat the two previous steps, entering the following data. Task ID Description 20 Clean pipe plugs 30 Remove hardened grease from drains 40 Remove excess grease from plugs 50 Replace inlet plugs 60 Run motor ½ hr. before replacing drain plug 7. Save the record. Your screen should look like the following example. 2/18

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Exercise 2: Add Job Plan Labor Follow these steps to assign a craft to the job plan. 1. On the Labor subtab, click New Row. 2. In the Craft field, enter LUB. In the Skill Level field, enter FIRSTCLASS. A first-class lubricator is assigned to the job. 3. In the Hours field, enter 1:00. 4. Save the record. Your Labor subtab should look like the following example. 4/18

Exercise 3: Add Job Plan Materials Follow these steps to add the materials required on this job plan. 1. Click the Materials subtab. 2. Click the New Row button of the Materials subtab. 3. Click the Detail Menu icon beside the Item field. Find and select Z-RAGS in the Select dialog box. Z-RAGS is selected in the Item field. 4. Enter a Quantity of 4. 5. Indicate that the Storeroom is CENTRAL. The Storeroom Site defaults to BEDFORD. 6. Insert a new Materials row. 7. Enter the following values: Task 40 Item 900810 Storeroom CENTRAL Storeroom Site BEDFORD Quantity 1 Hint: Use the Detail menu if necessary. 8. Save the record. Your Materials subtab should look similar to the following example. 5/18

Exercise 4: Add Job Plan Tools Follow these steps to add a grease gun to the Tools subtab. 1. Access the Tools subtab of the Job Plan tab. 2. Click the New Row button of the Tools subtab and enter the following information: Task ID 40 Tool Grease Tool Quantity 1 Tool Hours 1:30 Rate 5.00 3. Save the record. Your Tools subtab should look like the following example. 4. Change the status to ACTIVE. The job plan can now be associated with other records. 6/18

Exercise 5: Duplicate a Job Plan Create a new job plan by duplication. Complete the following tasks: 1. Search for and retrieve job plan JP12300. 2. Use the Select Action to duplicate the job plan. 3. Enter JPDUPL in the Job Plan field. 4. Change the description to Duplicate - Electric Cart Tune-Up and Brake Service. 5. Insert Replace Brake Shoes for Task 45. 6. Add item 39224 (Brake Shoes). 7. Indicate that item 39224 comes from the Bedford Central storeroom. 8. Change the Status to Active. 7/18

Exercise 6: Create a Time-Based Master PM In this exercise, you will create a master PM for rotating item PUMP100 (Centrifugal Pump). 1. Access the Master PM application from the Preventive Maintenance module (Go To > Preventive Maintenance > Master PM). 2. Insert a new master PM record and enter the following information: Description Item My Master PM for Pumps PUMP100 Create Associated PMs for Item s Location [Cleared] Work Type PM 3. Record your PM number: 4. Enter the following information on the Time Based Frequency subtab: Frequency 6 Frequency Units MONTHS Use Last Work Order's Start Information to Calculate Next Due Frequency? [selected] Update Existing PMs? [selected] 5. Access the Job Plan Sequence tab. Click New Row and enter the following information: Job Plan MYJP Sequence 1 6. Click Select Action > Create Associated PMs. The Create Associated PMs dialog box opens. 7. Select the following assets: 11450 11480 11470 8/18

8. Click OK. Associated PM records for the selected assets are created. 9. Record your PM records: 10. Close and save the record. 9/18

Exercise 7: Creation through Completion of a Work Order The exercise scenario is as follows: A centrifugal pump has started making noise. Javier Ramirez calls the service desk to let them know.the call is initially recorded as a service request (SR). The service desk realizes that work should be planned and scheduled to investigate, so a work order is created from the SR. The work order will be used to manage the work through its lifecycle. There is an existing job plan to inspect a centrifugal pump. You will use that for the planning of the work order. Complete the following tasks with the creation through the completion of a work order. Create a Work Order 1. Insert a new SR record using the following information (Go To > Service Desk > Service Requests, and click the New SR icon): Reported By Summary Description Site Classification RAMIREZ Pump is making excessive noise. Centrifugal pump is making some excessive noise. He is concerned that something is wrong. BEDFORD End User, Other Asset 11480 2. Add a Work Log using the following information: Viewable? Summary Details [selected] Created a Work Order This request seems to require further investigation. I will create a work order to manage the process. 3. Change the status to In Progress. 4. It has been determined that you need a work order to investigate the SR. Use the Select Action menu to create a work order from the SR. You will see a very brief message at the top of the screen that confirms the work order has been created, along with its number. You can find out the work order id again by going to the Related Records tab if you miss it. Record your WO number:. 10/18

5. You now need to access the work order to add more information and to do some planning. On the work order, add and change the following information: Description Job Plan Safety Plan Investigate Excess Noise In Pump JP11430A SPLAN2 6. Verify the work plan. The planned crafts should include a Mechanic (MECH) First Class and an Electrician (ELECT) First Class. These crafts and levels will be used later when assigning specific labor. 7. On the Safety Plan Lock Out / Tag Out subtab, provide the following information: Add a Hazards line for FLOW. Indicate that the FLOW hazard has a related asset of 11480. Add a new line containing the Tag Out value NOFLOW01. 11/18

8. Verify the following information: Related Tickets shows the originating SR as a ticket that is related to the work order. The Work Log entry that you posted to the originating SR has been copied to the work order. 9. Change the status to Approved with a memo of OK to Move Forward. Work Assignment and Initiation 1. Open the Assignment Manager application (Go To > Work Orders > Assignment Manager). 2. Filter the work list for the work order created in the previous exercise. 3. In the Work List table, ensure that only the check box for the ELECT FIRSTCLASS line is selected. 4. In the Labor List table, filter labor to match the work list (using the corresponding button). 5. Select the check box for one of the lines that indicate ELECT FIRSTCLASS, and then click Assign Labor button on the toolbar. 6. The Work List table shows that the selected labor has been assigned to the ELECT FIRSTCLASS line. If the work cannot be done on the same shift by the selected labor, Maximo will split the work into the next working day for the selected labor. 7. In the Work List table, ensure that only the check box for the MECH FIRSTCLASS line is selected. 8. In the Labor List table, select the check box for one of the lines that indicates MECH FIRSTCLASS. Then click the Assign Labor button. The Work List table shows that the selected labor has been assigned to the MECH FIRSTCLASS line. You can filter on the Shift column in the Labor List table if you need to specify only labor in a specific shift. Shifts are defined in the Calendars application. Calendars and shifts can be assigned using both the People and Labor applications. 12/18

9. In the Work List table, select the check boxes for the lines that indicate the ELECT FIRSTCLASS and MECH FIRSTCLASS crafts. Then click the Start Assignment button. The Status column for the selected lines now indicates STARTED. Later, when reporting actuals on the work order, the labor selected in this exercise will show up as Assigned Labor. 10. Write down the names of the two laborers that you assigned in the previous steps. ELECT FIRSTCLASS MECH FIRSTCLASS You will need this information in the next exercise to report labor hours. 11. Verify that the work order status is changed from APPR to INPRG. Report Labor Actuals and Complete the Work 1. Open the Labor Reporting application (Go To > Work Orders > Labor Reporting). 2. Enter labor by a work order number. 3. In the Work Order field, enter the work order number from the previous exercises. Then click Select Planned Labor. The Planned Labor and Assignments dialog box displays a list of the assignments that you have made, along with a list of the task records on the work order. 13/18

4. Select the two lines that contain the names of the assigned labor. The Enter by Work Order dialog box now contains the lines for the assigned labor. You can view the planned details for each labor line and change them if they do not correspond to the actuals. 5. Back-date the start date to yesterday and accept the entry. 6. In the Work Order Tracking application, access the work order used in the previous exercises. 7. Change the status to Completed. Maximo displays a dialog box indicating that the related SR ticket has been set to RESOLVED. Maximo does this automatically. If you view the Related Records tab, you will see the SR record and its status. 8. Access the Labor subtab of the Actuals tab. 14/18

Verify that the labor actuals have been recorded and approved. Recording of labor actuals was done in the previous exercise using Labor Reporting. You can also report labor actuals on the Actuals tab. 9. Access the Failure Reporting tab and complete the following actions: a. Click Select Failure Codes. b. Select LOWPRES as the Problem. c. Select WORNIMP as the Cause. d. Select REPLIMP as the Remedy. The Failure Codes table displays Problem, Cause, and Remedy. You have now created a service request, created a work order from it, planned and done the work, and recorded actuals. 15/18

Exercise 8: Process a PM Work Order to Completion The exercise scenario is as follows: Some asset details might have to be addressed before activating the PM records. Preventive maintenance work is generated for the PMs associated to the My Master PM record. The work order will be used to manage the work through its lifecycle. Complete the following tasks with the creation through the completion of a work order. Create a Work Order 1. Open the Preventive Maintenance application (Go To > Preventive Maintenance > Preventive Maintenance). 2. Retrieve one of the associated PM records created from the Master PM record in Exercise 6. 3. For the Job Plan, enter the CENTRAL storeroom. 4. Change the status to ACTIVE. 5. Use Select Action to generate a work order for this PM record. Indicate that Frequency Criteria is not to be used. You might need to access the asset record to add or change information on it. If so, make the needed changes to the asset record. Choose one and record the work order number and corresponding asset number. 6. Retrieve the work order and verify the following information: The status is WSCH. The work plan contains the MYJP Job Plan information. 7. Check the Lubricator item availability. Hint: Materials subtab, Item Detail menu. Are there PRs? Are there POs? 16/18

Are there any other reservations? Work Assignment and Initiation Complete the following steps to assign and initiate work. 1. Assign Leonard Schafer to this work order (using the Assignment Manager module, Go To > Work Orders > Assignment Manager). 2. Start the assignment with a May 1, 2008 date. 3. Verify that the work order status is changed from WSCH to INPRG. 4. Open the Issues and Transfers application (Go To > Inventory > Issues and Transfers). 5. Retrieve the Central storeroom. 6. For Issues, select reserved items, and retrieve the work order s reserved items. Your screen should look like the following example. 7. Select all the items check boxes. 8. Save the record to process the issue transaction to the work order. 17/18

Report Labor Actuals and Complete the Work 1. Report labor using the Work Order Tracking application s Actuals tab. 2. Verify that materials were issued to this work order. 3. Use Select Action and enter the following meter readings: O-Pressure 6000 Run Hours 12000 4. Change the status to COMPL. 5. Go To the Assets application. 6. Retrieve your asset and verify that meter readings were recorded. 7. View the asset s details. Are there work orders and routes for this asset? You have generated a work order from a PM, assigned the work, and completed the work. 18/18