Scheduling work order

This page allows you to schedule a work order. Tell me more.

Select the “WO Scheduling” link from the “Select Work Order” page. Alternatively, select the hyperlinked work order number from the multiline of the same page.

The “Schedule / Reschedule Work Order” page appears.

If you wish to schedule a work order other than the work order selected in the previous page, enter the following field in the “WO” group box:

WO No.	The work order you wish to schedule (Alphanumeric, 18).
	Press <Enter>. The system retrieves the details of the work order. You can enter the modified description of the work order (Alphanumeric, 150).
	Zoom facility available

The system displays the following field:

WO Status	The status of the work order, which can be “Fresh”, “Approved”, “Scheduled”, “Deferred”, “In-Progress” or “Interrupted”. The system refreshes this field when you click the “Submit” pushbutton, with the changed status of the work order.
WO Date	The date on which the work order is created.

Enter the following field:

Desc.	The description of the work order (Alphanumeric, 150).
	Zoom facility available

The system displays the following fields:

WO Type	The type of the work order.
WO Category	The category of work order.
Parent WO	The parent work order.

Enter the following fields in the “Sch.” group box:

Sch. Date	The date on which work on the work order must be started (Date Format). If you leave this field blank, the system
	calculates the start date by deducting the duration from the completion date.
	defaults the current system date if the completed date is left blank.
	The time at which the corrective action has to be started on the work order (Time Format).
Compl. Date	The date by which the work has to be completed (Date Format). If you leave this field blank, the system
	calculates the completed date by adding the duration to the start date.
	defaults the current system date, if the start date is left blank.
	The time by which the work has to be completed (Time Format).
Sch. By	Use the drop-down list box to specify the mode of scheduling the work order. The system provides the following options:
	Work Order – Select this option, if the work order is to be scheduled by work order.
	Task – Select this option, if the work order is to be scheduled by task.

The system displays “WO”, by default.

Note: If you have set the field as “Task” and have not specified any tasks in the multiline, the system automatically changes the “Sch. By” option to “Work Order” when you click the “Submit” pushbutton.

Work Group	The work group that is expected to carry out the corrective action on the equipment or location for which the work order is being created (Alphanumeric, 30). Mandatory. Ensure that the work group has already been defined in the “Create Work Group” activity of the “Work Group” business component and is in the “Active” status. If you leave the field blank, the system displays the work group that is defined for the equipment or location.
	Press <Enter>.
	Help facility available
Planning Group	The planning group that is responsible for carrying out work on the work order (Alphanumeric, 30). Ensure that the planning group is already defined in the “Create Planning Group” activity of the “Work Group” business component and is in the “Active” status.
Priority	Use the drop-down list box to select the priority to be assigned to the work order. Priority indicates the level of importance that is assigned to the work order. The system fills in all the priorities that have been defined in the “Define Priority“ activity of the “Maintenance Organization” business component and are in the “Active” status. The system allows you to leave the field blank, by default.
Sch. Remarks	Any additional information regarding the scheduling of the work order (Alphanumeric, 255).
	Zoom facility available
Supervisor	The employee who is responsible for supervising the execution of the work order (Alphanumeric, 10). Ensure that the employee has been already defined in the “Employee Information” business component of Ramco Human Resources Management Solution.
	Help facility available

The system displays the following field:

WO Est. Duration

The duration of the work order.

The system displays the following fields in the “Eqp./Loc. Details” group box:

WO On	The maintainable object on which the work order is created. The system displays “Equipment” or “Location”.
Code	The equipment or location on which the work order is raised.
	The description of the work order is displayed alongside.
	Zoom facility available
Location	If the work order is being created for equipment, the system displays the location of the equipment. If the work order is being created for a location, the system displays the location that you have specified in the “Code” field.
Eqp./Loc. Criticality	The criticality of the equipment or location.
WO Est. Cost	The estimated cost of the work order.

The system displays the following details in the “Other Details” group box:

Authorized By

The employee who has authorized the work order.

Enter the following fields:

Misc. Cost	Any extra cost that will be incurred on carrying out the work order (Decimal). Ensure that the cost is not negative.
Work Phone	Any contact information about the work order (Alphanumeric, 150).
Clearance	Use the drop-down list box to specify whether clearance from production is required for carrying out the work order. The system provides the following options:
	Required – Select this option if clearance is required for carrying out the work order.
	Not Required – Select this option if clearance is not required for carrying out the work order.
	By default, the system sets this field as “Not Required”.
Permit Type	Use the drop-down list box to select the permit type based on which the clearance request must be raised. The system fills in all the permit types that are defined in the “Define Permit Types” activity of the “Clearance Permit” business component and are in the “Active” status. The system leaves the field blank, by default.

Note: When the work order is scheduled, and if the “Clearance” field is set as “Required”, then a clearance request or clearance permit is raised based on the option that has been set in the “Option Setting” activity of the “Clearance Permit” business component.

User Text 1

Any additional information about the work order (Alphanumeric, 150).

Enter the following fields in the “Attach Procedure” group box to attach a procedure to the work order:

Procedure	The standard procedure to be specified for the work order (Alphanumeric, 30). Ensure that the procedure has already been defined in the “Create Procedure” activity of the “Task” business component and is in the “Active” status. Also ensure that the procedure is attached only once to the work order.
	Help facility available

Click the “Attach Procedure” pushbutton.

Note: The system attaches the procedure to the work order and retrieves the tasks that are specified for the procedure in the multiline.

The system displays the following details in the “Task Details” multiline:

Procedure

The system displays the procedure that has been added in the work order.

Enter the following fields in the “Task Details” multiline to specify the tasks of the work order. You need to specify at least one task, if you have set the “Sch. By” field as “Task”.

Seq. No.	The order in which the task should be listed (Integer). Ensure that the sequence number is a positive integer and is unique to the multiline.
	If you have left the sequence number blank for all the multiline rows, the system rearranges the multiline rows in the order in which they are entered and automatically assigns a sequence number to each of them, in multiples of five, when you click the “Submit” pushbutton.

Note: If you have left the sequence number blank for some of the multiline rows, the system arranges those rows in the order in which they are entered in the multiline, and numbers these rows to be the last in the sequence. The system then rearranges the rows in the ascending order of the sequence number and renumbers the rows with multiples of five.

Task	The task that must be performed for carrying out the work order (Alphanumeric, 30). Ensure that the task has already been defined in the “Create Task” activity of the “Task” business component and is in the “Active” status. This field cannot be modified. Leave the field blank, if you wish to specify a non-routine task.
	Help facility available
Desc.	The textual description for a non-routine task (Alphanumeric, 150). While specifying a routine task, this field is filled in by the system, when you click the “Submit” pushbutton.

Note: If you have specified a non-routine task, the system automatically generates a number in the format as set in the “Option Settings” activity of the “Task” business component. Refer to the topic, “Setting options for Task”, for more details regarding setting of numbering options for a non-routine task. If you have not set the format, the system generates a unique number for the non-routine task starting from “000001”. The system displays the number in the “Task” field, when you click the “Submit” pushbutton.

Task Sch. Start Date	The date on which the task must be started (Date Format). If you leave this field blank, the system
	calculates the start date by deducting the duration from the completion date.
	defaults the current system date if the completed date is left blank.
Time	The time at which the task must be started (Time Format).
Task Sch. Compl. Date	The date on which the task must be completed (Date Format). If you leave this field blank, the system
	calculates the completed date by adding the duration to the start date.
	defaults the current system date in the ”Task Sch. Start Date” field, if the start date is left blank and calculates the ”Task Sch. Comp. Date” by adding the duration displayed in the “Est. Dur. Hrs” field to the start date.
Time	The time at which the task must be completed (Time Format).

Note: If the “Sch. By” field is set as “Task”, the system overwrites the scheduled start date and time of the work order with the earliest scheduled start date and time that is specified for the selected tasks in the multiline. The scheduled completion date and time of the work order is also overwritten with the latest scheduled completion date and time that is specified for the tasks in the multiline.

The system displays the following fields in the multiline:

Task Status	The status of the task, which can be “Fresh”, “Deferred”, “In-Progress”, “Interrupted” or “Completed”
Est. Duration (Hrs.)	The number of hours required for the completion of the task.

Enter the following fields:

Eqp. Condition	Use the drop-down list box to specify the condition of the equipment based on which the task must be performed. The system provides the following options:
	Online – Select this option to indicate that the task can be performed on the equipment when the equipment is in operation.
	Offline – Select this option to indicate that the task must be performed on the equipment when the equipment is not in operation, or is in the “Down” state.
	Not Applicable – Select this option to indicate that this task can be performed on equipment which is either offline or online. Also select this option when the task must be performed on a location.

The system leaves the field blank, by default.

Task Priority	The level of importance that is assigned to the task (Alphanumeric, 30). Ensure that the priority has already been defined in the “Define Priority“ activity of the “Maintenance Organization” business component and is in the “Active” status.
Supervisor	The employee who is responsible for supervising the execution of the task (Alphanumeric, 10). Ensure that the employee has been already defined in the “Employee Information” business component of Ramco Human Resources Management Solution.
Task Type	The type to which the task belongs (Alphanumeric, 30). Ensure that the type is already defined in the “Define Task Types” activity and is in the “Active” status.

The system displays the following field in the multiline:

Est. Cost

The total estimated cost of performing the task.

Enter the following field:

Scheduling Remarks

Any additional information about scheduling the task (Alphanumeric, 255).

Check the box in the “Select” column of the multiline to select the tasks for deletion from the work order:
Click the Delete icon in the toolbar above the multiline to delete the task from the work order.

Note: You can delete a task only when it is the “Fresh” status.

Click the “Submit” pushbutton to schedule the selected work order.

The system does the following:

Changes the status of the work order, if it is in the “Fresh”, “Approved” or “Deferred” status to “Scheduled”.
Updates the scheduling history with the details of scheduling.
If the “Sch. By” field of the work order is set as “Work Order”, the system sets the status of all the tasks that are in the “Fresh”, “Approved” or “Deferred” status as“Scheduled”.
If the “Sch. By” field of the work order is set as “Task”, the system sets the status of all the selected tasks that are in the “Fresh”, “Approved” or “Deferred” status as “Scheduled”.
The tasks that are marked for deletion are removed with all their resource requirements from the work order.
If you have set the option “Automatic Reservation Of Parts on Scheduling?” as “YES” in the “Option Settings” activity, the system reserves the disposition items for the work order/task in the following manner:

Note: A disposition item is an item for which only a minimum balance is maintained in the inventory. If a quantity over and above the minimum quantity is needed for the work order, a purchase request must be raised for procuring the rest.

The availability of the items that were already specified for the work order or task is checked in the inventory. In other words, a demand is generated for the work order or for every task that belongs to the work order.

If the items are not available, the system posts this demand as a problem demand for the item.

If the status of the work order that is scheduled is already “Scheduled”, the system cancels the employee, tools and the other resources that are assigned to the work order. The system also modifies the demand for the items that are reserved for the work order and reserves the items based on the new start and the completion dates.

The system displays the following fields in the “Record Statistics” group box:

Created By	The login ID of the user who created the work order.
Created Date	The date and time of the creation of the work order.
Last Modified By	The login ID of the user who modified the work order.
Last Modified Date	The date and time when the work order was last modified.

Select the "Attach Notes" link at the bottom of the page to specify notes details.
Select the "Book Parts" link at the bottom of the page to book the items for the work order.

Scheduling work order – An overview

This page allows you to schedule a work order. You can schedule a work order selected in the “Select Work Order” page. You can also directly enter a work order in this page for scheduling. You can schedule the work order by entering the following details:

the description of the work order and its status
the type, category and priority of the work order
the work group that is responsible for carrying out the work order
you can specify whether the work order must be scheduled by “Work Order” or scheduled by “Task”
the scheduled start date and time of the work order
the scheduled completion date and time of the work order
the planning group of the work order
whether clearance from production is required for carrying out the work order and the type of the permit that must be raised
the supervisor who is responsible for supervising the work order
the additional cost that would be incurred on the work order
any additional information about scheduling the work order

Note: You are also provided with the option of modifying the description of the work order in this page.

You can also specify the tasks that are required to carry out the work order. You can specify the following details for the task:

the task and its description
the order in which the tasks must be listed
the scheduled start date and time of the task
the scheduled completion date and time of the task
the equipment condition, based on which the task must be performed
the priority or the level of importance of the task
the supervisor responsible for carrying out the task
the type of the task
any additional information about scheduling the task.

Note: If you have scheduled the work order by “Task” and have not specified any tasks for the work order, the system automatically schedules the work order by “Work Order”.

Prerequisite

Approve WO of the “Work Order” business component if the work order is in the “Waitappr” status.

What you can do in this page

Schedule or reschedule a work order

You can schedule or reschedule a work order in this page.

Enter the work order to be scheduled in the “Work Order No.” field.
Enter the scheduled start date of the work order in the “Schedule Date” field.
Enter the date on which the work order must be completed in the “Completion Date” field.
Specify whether the work order must be scheduled by work order or by task in the “Sch. By” field.
Enter the work group that is responsible for carrying out the work order in the “Work Group” field.
Click the “Submit” pushbutton.