Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

MAS > 5.4 Work Orders > Flashcards

5.4 Work Orders Flashcards

1
Q

What is the Work Order Tracking application used for?

A

every function related to processing work orders including:
- applying costs to GL accounts
- creating, approving, and initiating work orders
- checking their status history
- closing or reworking them when appropriate

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Describe the usage of the Activities and Tasks application

A

view the individual tasks (activities) on a work order in an application view

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Which applications can Work Orders be created from?

A
  • Work Requests
  • Quick Reporting
  • Work Order Tracking
  • Preventive Maintenance
  • Condition Monitoring
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

What can a work order be created for (Maximo component)?

A
  • location
  • asset
  • to a GL Account
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

What is the priority order for the default GL account taken from, if a GL Account is not specified?

A

In this specific order:
- PM
- Asset
- Location

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

What is the purpose of the Multiple Assets, Locations, and CIs table? What is the benefit?

A

allows the user to specify multiple assets, locations, or CIs that would share the same work tasks on the work order without having to create multiple work orders

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

What is the purpose of the work order status?

A

Provides information to assist…
* Users
* Planners, and
* Administrators
to quickly identify…
* work backlogs
* work-in-progress or on hold, and
* work completed

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

List the work order statuses

A

WAPPR - Waiting for Approval
APPR - Approved
WPCOND - Waiting for Plant Conditions
WSCH - Waiting for Scheduling
WMATL - Waiting for Material
INPRG - In Progress
COMP - Completed
CLOSE - Closed
CAN - Cancelled

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

Work Order statuses - Describe

WAPPR - Waiting for Approval

A

Default status when created through Work Order Tracking, Changes, Releases, and Activities applications.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

Work Order statuses - Describe

APPR - Approved

A

The work plan has been approved and the work can begin. You can report actuals against approved work orders. Certain fields will become read-only, and Material Reservations will be made.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

Work Order statuses - Describe

WPCOND - Waiting for Plant Conditions

A

Work will be performed when the plant’s condition makes the work possible.

For example, if the plant is operating and the work must be performed while the plant is shut down, the work order is waiting on the plant condition.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

Work Order statuses - Describe

WSCH - Waiting for Scheduling

A

Default status for work orders you generate from Preventive Maintenance and Condition Monitoring records. Work order is approved but requires scheduling information before it can begin.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

Work Order statuses - Describe

WMATL - Waiting for Material

A

Status indicates materials must arrive before the work can be performed.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

Work Order statuses - Describe

INPRG - In Progress

A

Default status for work orders you create in Quick Reporting. Also indicates that work is proceeding but has not been completed

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

Work Order statuses - Describe

COMP - Completed

A

Status indicates all the physical work has been completed.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

Work Order statuses - Describe

CLOSE - Closed

A

Status finalizes the work order. When you close a work order, Maximo removes inventory reservations for items that were not used on the work order, and makes the work order a historical record.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

Work Order statuses - Describe

CAN - Cancelled

A

Status indicates the work will not be performed. If the work order has already been initiated or actuals have already been reported, you cannot change its status to CAN. If the selected work order had been approved, Maximo removes item reservations from Inventory for the work order, and makes the work order a history record.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

Describe the intermediate work order statuses

A

WPCOND or WSCH

reflect modifications, approvals, and conditions to the work order.

These statuses have the equivalent meaning to Maximo as other statuses. However, to users, they denote changes or approvals.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

Which statuses cause the work order to become a historical record? Describe

A

Closed and canceled work orders are archived and become historical records

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
20
Q

How to add information to a closed (work order) record?

A

Edit History Work Order action

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

Edit History Work Order action

Describe the rules pertaining to costs

A

New costs that were incurred during the edit history must be added to the inventory cost, if it is charged to store.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
22
Q

Edit History Work Order action

Describe the rules applying to labor, materials, and tools

A
  • You can add actual labor, but you cannot change approved transactions.
  • You can add actual materials and actual tools, but you cannot change them.
  • You cannot change planned labor, materials, and tools.
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
23
Q

Edit History Work Order action

Describe the rules pertaining to child work orders

A
  • You can add or delete child work orders, whether the child work orders are tasks.
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
24
Q

Edit History Work Order action

Describe rules pertaining to failure reports

A

You can add failure reports

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
25
Q

Edit History Work Order action

Describe the rules pertaining to attaching documents

A

You can attach documents

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
26
Q

Edit History Work Order action

Describe rules pertaining to safety information

A

You cannot change safety information

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
27
Q

Edit History Work Order action

Which fields cannot be changed?

A

You cannot change information in the following fields:
- Asset
- Location
- GL Account
- Charge to Store
- Status
- Status Date

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
28
Q

Can work orders be deleted?

No - Describe why

Yes - Describe how

A

For auditing purposes, work orders cannot always be deleted

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
29
Q

What to do if a specific work order needs to be deleted and cannot be?

A

all actions can be stopped by changing the status to Canceled

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
30
Q

Work Order Deletion

Status requirement

A

Must have a status of waiting for approval (WAPPR)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
31
Q

Plans tab of the Work Order Tracking application

Usage?

A

is used to identify details of the work on the work order

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
32
Q

Plans tab of the Work Order Tracking application

Components?

A
  • Tasks
  • Children
  • Labor
  • Materials
  • Services
  • Tools
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
33
Q

Work Order Tracking > Plans tab

Describe Tasks component. What must Task steps include?

A

step-by-step process required to conduct the work is outlined

a task number and short description

34
Q

Work Order Tracking > Plans tab

Children

Describe

A

Child work orders identify separate work pieces that are part of the main work order.

Child work orders can have their own plans and may be sequential or parallel pieces to the work order.

35
Q

Work Order Tracking > Plans tab

Labor component

Describe. What must be identified?

A

identify the trades or individuals required to perform the work.

Quantity and hours must be identified, as well as a rate and a calculated total line cost.

36
Q

Work Order Tracking > Plans tab

Describe the Materials component

A

Identify catalogued items or direct purchases required to perform the work

37
Q

Work Order Tracking > Plans tab

Describe the Services component

What is it used for?

A

identify standard services required to complete the work such as a standard…
* installation
* inspection, or
* cleanup
service

38
Q

Work Order Tracking > Plans tab

Tools component

Describe

A

identify any special tools that have been set up for tracking that are needed to perform this work.

39
Q

What tools in Manage can be used to reduce the redundancy and repetition of applying tasks to work orders? Describe

A
  1. If a job plan exists, attach the job plan
  2. If a similar job plan exists, attach the job plan and modify the work plan as required
  3. If a similar job exists on another work order, duplicate the work order or extract the job plan and modify the work plan as required.

Alternatively, the Create Job Plan from Work Plan action can be used to create a job plan from the work plan to be applied to the new work order.

  1. If this will be a repeated new standard job plan, create a new job plan and attach it to the work order
  2. Otherwise, the last resort would be to add each task to the plans tab manually.
40
Q

How to remove all of the information in the Plans tab?

A

Remove Work Plan action

41
Q

When can Safety Plans be associated to a work order?

A

until the work order is approved

42
Q

How many Safety Plans can be applied to a single work order?

A

1

43
Q

How many Failure Reports can be applied to a single work order?

A

1

44
Q

What do Service Level Agreements define, when added to a work order?

A

agreement and formal commitments between a service provider and a customer

45
Q

How to apply an SLA to a Work Order?

A

Apply SLA action

46
Q

How to remove an SLA from a Work Order?

A

Select/Deselect SLA action

then: appropriate SLA can be marked for deletion

47
Q

How to add Routes to a Work Order?

A

Apply Route action

48
Q

Purpose of work packages?

A

group existing work orders under a new parent work order

49
Q

Describe how work packages are used

Use an example

A

Work packages can be useful when there may be a work order with 100 separate tasks and 90 of the tasks have been completed.

The remaining 10 tasks can then be grouped as tasks under a new parent work order, and any work orders that are not tasks will become children of the new work order

50
Q

How are work packages created?

A

Create Work Package action button

51
Q

What is important to note, regarding work packages?

A

different in the Maximo for Aviation industry solution add-on

52
Q

What is Assignment Manager?

A

application used to dispatch labor and schedule work in the same place

53
Q

Describe the numerous functionalities of Assignment Manager

A
  • View work order assignments and their:
    - Craft
    - Skill level
    - Vendor
    - Contract
    - Organization requirements
  • Dispatch labor according to work priority
  • View labor and schedule work according to labor availability
  • The formula for the Calculated Priority field on a Work Order can also be specified in this application.
54
Q

What is the Labor Reporting application used for?

A

used to report the type and total number of hours of work that external contractors or internal employees performed

55
Q

How can labor information be entered, in Labor Reporting?

A

Can be entered by:
* Work Order
* Labor (timecard reporting)
* Ticket
* Contract / Vendor

56
Q

What is the purpose of approving and generating external labor lines into an internal invoice?

A

can be used for reconciliation purposes when the vendor sends their own invoice for work done

57
Q

Purpose of Actuals tab in Work Order Tracking

A

As work progresses, the actual labor hours, materials, services, and tools can be reported here

58
Q

How is downtime reported for assets?

A

Done through Work Order Tracking application

Report Downtime action on the work order record, with the asset to report the downtime for

59
Q

List the applicable asset downtime types

A

Operational
Non-operational

60
Q

How can assets be swapped on a work order?

A

Move/Swap tab > Move/Swap/Modify action

61
Q

Describe Work Process Flows. How are the relationships set up?

A

use relationships between work orders and tasks to automate the flow of status changes.

The relationships between work orders and tasks are set up so that when a task is completed, the next task in the flow is initiated

62
Q

How to set process flow for individual tasks?

A

Under Flow Control must be selected at the header level for the work order

Then in the Plans tab > Scheduling Information section, next to the Predecessors field, click the Detail Menu icon and select the tasks that must be completed before the current task is initiated.

63
Q

Options for using flow actions in a work process flow

A

Flow actions can be used in a work process flow either manually or automatically (as desired).

64
Q

How to remove workflow process control? Implications?

A

Workflow process control can also be removed by clearing the Flow Controlled checkbox at the header level

If done so, it will automatically be removed on individual tasks on the record

65
Q

Why suspend flow control? How can this be done?

A

Flow control can also be suspended if the user desires to start a work order/task manually.

This is done by using the Suspend Flow Control check box.

66
Q

How to resume Flow Control?

A

To resume flow control, the Suspend Flow Control checkbox must be cleared

67
Q

How can work order statuses to be inherited from the Parent to the Child work orders?

A

Inherit Status Changes flag must be checked, and System Property mxe.app.wo.flowControlStatusInheritance must be set to 1

68
Q

Where are flow control start and finish statuses defined?

A

Organizations application through Work Order Options > Work Type.

Expand the details to show the Process Flow section for each work type.

69
Q

Work Order Deletion

Transaction Requirements

A

Should not have any transactions registered against it, except for status changes.

70
Q

Work Order Deletion

Actuals Requirement

A

Can not have any actuals reported against it.

71
Q

Work Order Deletion

Labor Assignments Requirement

A

Can not have any labor assignments associated with it.

72
Q

Work Order Deletion

Measurements/Meter requirement

A

Can not have any measurements or meter readings taken against it.

73
Q

Work Order Deletion

Purchase Order / Receipt Requirement

A

Can not have been generated for a purchase order or receipt.

74
Q

Work Order Deletion

Failure Reporting Requirement

A

Can not have any failures reported against it.

75
Q

Work Order Deletion

Workflow Requirement

A

Can not be in a workflow or have ever been in a workflow.

76
Q

Work Order Deletion

PM Requirement

A

Cannot have been created by a preventive maintenance generation.

77
Q

Work Order Deletion

Follow-Up Work Requirement

A

Cannot be follow-up work or have follow-up work.

78
Q

List all requirements in order for a work order to be able to be deleted

A
  • Have a status of waiting for approval.
  • Not have any transactions registered against it, except for status changes.
  • Not have any actuals reported against it.
  • Not have any labor assignments associated with it.
  • Not have any measurements or meter readings taken against it.
  • Not have been generated for a purchase order or receipt.
  • Not have any failures reported against it.
  • Not be in a workflow or have ever been in a workflow.
  • Cannot have been created by a preventive maintenance generation.
  • Cannot be follow-up work or have follow-up work.
79
Q

Describe what the Remove Work Plans action does

A

Everything except for the non-task children will be removed

80
Q

What are the limitations to using the Remove Work Plans action?

A

If any task in the work plan cannot be removed based on the deletion rules for work orders, this action cannot be used.

81
Q

What is the potential “workaround” to the limitations of the Remove Work Plans action?

A

Labor, material, services, tools, and any other tasks that do meet deletion rules can still be deleted manually - although Tasks that cannot be deleted due to WO deletion rules can not.

82
Q

When using the Remove Work Plans action:

What happens if there is an existing Safety Plan?

A

There will be a warning message “Changing the job plan will eliminate the requirement for the current safety plan.”

MAS (50 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions