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This page allows you to select the work order for assigning resources. Tell me more.
Select the “Assignments” link under the “EAM Work Order Planning” business component.
The “Select Work Order” page appears.
Enter the following field in the “Direct Entry” group box, if you know the work order for which resources must be assigned:
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WO No. |
The work order to be scheduled (Alphanumeric, 18). |
Select the “Employee/Skill Assignment” link from the bottom of the page to assign employees or skills to the work order.
Select the “Other Resource Assignment” link from the bottom of the page to assign other resources to the work order.
Select the “Tools Assignment” link from the bottom of the page to assign tools to the work order.
To search for a work order
Enter the following fields in the “Search Criteria” group box to search for a work order. Data entry in these fields is optional:
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WO No. |
The work order for which resources have to be assigned (Alphanumeric, 18). You can enter the work order in full or specify it partially. The system displays all the work orders that are similar to the work order entered here. Leave the field blank to retrieve all work orders. |
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Desc. |
The textual description of the work order (Alphanumeric, 150). You can enter the description in full or specify it partially. The system displays all the work orders whose descriptions are similar to the description entered here. Leave the field blank to retrieve all work orders. |
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Work Group |
The work group, which is responsible for carrying out the work order (Alphanumeric, 30). Enter the work group in full or specify it partially. The system retrieves all work orders that must be performed by similar work groups. |
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WO Status |
Use the drop-down list box to specify the status of the work order. The system provides the options: “Scheduled” and “In-Progress”. Leave the field blank to retrieve work orders belonging to both the statuses. The system displays “Scheduled”, by default. |
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WO On |
Use the drop-down list box to specify whether you wish to retrieve work orders that are created on equipment or on location. The system provides the options: “Equipment” and “Location”. Leave the field blank to retrieve work orders that are created either on equipment or on location. |
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Code |
The equipment or location for which you wish to retrieve the work orders that are created (Alphanumeric, 30). You can enter the code in full or specify it partially. The system retrieves all work orders, created on equipment or location with codes similar to the code entered here. |
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Type |
Use the drop-down list box to select the type of the work order to be retrieved. The system lists all the types that are defined in the “Define Work Order Types” activity and are in the “Active” status. Leave the field blank to retrieve all work orders irrespective of their type. |
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Ref. Doc. Type |
Use the drop-down list box to select the type of document based on which the work order was created. The system provides the options: “Work Request”, “PM”, “Maint.Plan”, “Calib. Order”, “Inspec. Order” and “Work Log”. Leave the field blank to retrieve work orders created with reference to all the above document types. The system leaves the field blank, by default. |
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Ref. Doc. No. |
The number of the document based on which the work order was created (Alphanumeric, 18). |
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Priority |
Use the drop-down list box to retrieve work orders based on their priority. The system fills in all the priorities that have been defined in the “Define Priority“ activity of the “Maintenance Organization” business component. Leave the field blank to retrieve all the work orders, irrespective of the priority attached to them. |
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Category |
Use the drop-down list box to specify the category of the work order to be retrieved. The system lists all the categories that have been defined in the “Define Work order Categories” activity and are in the “Active” status. Leave the field blank to retrieve all work orders irrespective of the category to which it belongs. |
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Planning Group |
The planning group of the work order (Alphanumeric, 30). You can enter the planning group in full or specify it partially. The system retrieves all work orders associated with the planning group specified here. |
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Location |
The location of the equipment for which you wish to retrieve all the work orders that have been created (Alphanumeric, 30). You can enter the location in full or specify it partially. The system retrieves all the equipment whose locations are similar to the location entered here. Leave the field blank to retrieve work orders created in all locations. |
Enter the following fields in the “WO Date” field to retrieve work orders created during a specific period:
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From |
The date starting from which you wish to retrieve the work orders that are created (Date Format). |
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To |
The date till which you wish to retrieve the work orders that are created (Date Format). Leave the field blank to retrieve all work orders that are created till the current date. Ensure that the date entered in this field is later than the date entered in the “From” Date. |
Enter the following fields in the “Schedule Date” field to retrieve work orders which are scheduled to start during a specific period:
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From |
The date starting from which you wish to retrieve the work orders that are scheduled to start (Date Format). |
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To |
The date till which you wish to retrieve the work orders that are scheduled to start (Date Format). Leave the field blank to retrieve all work orders that are created till the current date. Ensure that the date entered in this field is later than the date entered in the “From” Date. |
Click the “Search” pushbutton to display search results.
The system retrieves the results of the search criteria entered in the “Search Results” multiline:
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WO No. |
The work order retrieved by the system. |
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Sch. Date |
The date on which the work order was scheduled to start. |
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Completion Date |
The date on which the work order must be completed. |
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WO Status |
The status of the work order, which can be “Scheduled” or “In-Progress”. |
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Planning Group |
The planning group associated with the work order. |
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Work Group |
The work group that is responsible for carrying out the work order. |
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WO On |
The maintainable object on which the work order is raised. The system displays “Equipment” or “Location”. |
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Code |
The identifier of the equipment or location. |
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WO Date |
The date on which the work order is created. |
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Priority |
The level of importance assigned to the work order. |
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Type |
The type of the work order. |
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Category |
The category to which the work order belongs. |
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WO Desc. |
The description of the work order. |
Click the box in the “Select” column of the multiline to select the work order to assign the resources.
To proceed, carry out the following.
Select the “Employee/Skill Assignment” link from the bottom of the page to assign employees or skills to the work order.
Select the “Other Resource Assignment” link from the bottom of the page to assign other resources to the work order.
Select the “Tools Assignment” link from the bottom of the page to assign tools to the work order.
Selecting work order for assigning resources – An overview
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This page allows you to select the work order for assigning resources. You can directly enter the work order, if you are aware of the exact value. Otherwise you can select a work order by carrying out a search based on the following fields:
the work order number and its description
the maintainable object which can be equipment or location, for which the work order has been created
the identifier of the equipment or location
the type of the work order
the category to which the work order belongs
the location of the equipment for which the work order has been created
the priority that is assigned for the work order
the work group that is responsible for carrying out the work order
the planning group of the work order
the status of the work order
the reference document based on which the work order is created
the dates within which the work order is created
the dates within which the work order is scheduled to start
The system retrieves the work orders that are in the “Scheduled” and “In-Progress” statuses, based on the filter criteria entered. From the search results, you can select a work order for assigning resources.
