Viewing the details of work to be planned on equipment or location

This page enables you to view the details of work planned on the equipment or location for the specified period. Tell me more

Select the “Work Planning Folders” link from the bottom of the “View Summary Information” page.

The “Work Planning Folders” page appears.

Enter the following fields in the “Search Criteria” group box:

Eqp / Loc	Use the drop-down list box to specify whether you wish to view the work planning information for an equipment or location. The system provides the options “Equipment” or “Location”. The system displays “Equipment” by default.
Code	The equipment or location code for which you wish to view the details of work planning (Alphanumeric, 30). Mandatory. Help facility available. Press <Enter>.
	The system retrieves the description of the equipment or location alongside. Zoom facility available.
From Date	The date starting from which you wish to view the details of work planning (Date Format).
To Date	The date till which you wish to view the details of work planning (Date Format).
Include Child	Check this box to retrieve work planning information for the equipment or location along with its child equipment or locations. Click here for more details
Include Equipment	Check this box to retrieve work planning information for the location along with the equipment available in the location. Click here for more details

Check any or all of these boxes to selectively retrieve information on the work planned for the equipment or location.

Get All	Check this box to retrieve all work planning details for the equipment or location.
Get Work Log Details	Check this box to retrieve the work log details of the equipment or location.
Get WR Details	Check this box to retrieve the work request details of the equipment or location.
Get WO Details	Check this box to retrieve the work order details of the equipment or location.
Get Pending jobs	Check this box to retrieve the details of the pending jobs on the equipment or location.
Get PM Forecast	Check this box to retrieve the details of preventive maintenance forecasts due on the equipment or location.

Click the “Search” pushbutton to retrieve the work planning information.
Select the “Filter Settings” link if you wish to set the filters for selectively retrieving work planning information.
Click the “Employee Assignment” tab to view the information on employees or skills assigned for the work orders raised on the equipment or location.
Click the “PM Forecast” tab to view the information on the preventive maintenance schedules that are due on the equipment or location.
Click the “Work Log” tab to view the work log details of the equipment or location.
Click the “Work Requests” tab to view the details of work requests raised on the equipment or location.
Click the “Work Orders” tab to view the details of work orders raised for the equipment or location.
Click the “Pending Jobs” tab to view the list of pending jobs on the equipment or location.
Click the “Resource Load” tab to view the loading of skills assigned for the equipment or location.

Viewing the details of work to be planned on equipment or location – An overview

The details are displayed in various tabs, each tab displaying details of specific work planned for the equipment or location for the specified period.

Following is a brief description of the details displayed:

PM Forecasts – Retrieves details on the preventive maintenance jobs due to be performed for the equipment or location for the specified period. You can also select a preventive maintenance schedule that is due and generate preventive maintenance work orders for it.

Work Log – Retrieves the observations recorded in work logs. You can also process a work log observation or raise a work order for processing the work log observation.

Work Requests – Retrieves the work requests raised on the equipment or location. You can also approve or reject the work request or move the work request to the pending jobs list or raise a work order for the work request.

Work Orders – Retrieves the work orders raised on the equipment or location. You can also approve a work order in a “Fresh” status or schedule a work order or record the details of actuals spent for carrying out the work order.

Pending jobs – Retrieves the list of pending jobs that are due to be performed on the equipment or location.

Employee Assignment – Retrieves the details of employees assigned for carrying out maintenance activities on the equipment or location.

Resource Load – Retrieves the loading of resources (skills and employees) assigned for carrying out the work orders raised on the equipment or location.

You can also view the above information for all the secondary equipment or locations belonging to the equipment or location. You can use the “Set Filters” page for setting filter criteria for retrieving a specific set of information in this page.