5.4 Work Orders Flashcards
What is the Work Order Tracking application used for?
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
Describe the usage of the Activities and Tasks application
view the individual tasks (activities) on a work order in an application view
Which applications can Work Orders be created from?
- Work Requests
- Quick Reporting
- Work Order Tracking
- Preventive Maintenance
- Condition Monitoring
What can a work order be created for (Maximo component)?
- location
- asset
- to a GL Account
What is the priority order for the default GL account taken from, if a GL Account is not specified?
In this specific order:
- PM
- Asset
- Location
What is the purpose of the Multiple Assets, Locations, and CIs table? What is the benefit?
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
What is the purpose of the work order status?
Provides information to assist…
* Users
* Planners, and
* Administrators
to quickly identify…
* work backlogs
* work-in-progress or on hold, and
* work completed
List the work order statuses
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
Work Order statuses - Describe
WAPPR - Waiting for Approval
Default status when created through Work Order Tracking, Changes, Releases, and Activities applications.
Work Order statuses - Describe
APPR - Approved
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.
Work Order statuses - Describe
WPCOND - Waiting for Plant Conditions
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.
Work Order statuses - Describe
WSCH - Waiting for Scheduling
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.
Work Order statuses - Describe
WMATL - Waiting for Material
Status indicates materials must arrive before the work can be performed.
Work Order statuses - Describe
INPRG - In Progress
Default status for work orders you create in Quick Reporting. Also indicates that work is proceeding but has not been completed
Work Order statuses - Describe
COMP - Completed
Status indicates all the physical work has been completed.
Work Order statuses - Describe
CLOSE - Closed
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.
Work Order statuses - Describe
CAN - Cancelled
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.
Describe the intermediate work order statuses
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.
Which statuses cause the work order to become a historical record? Describe
Closed and canceled work orders are archived and become historical records
How to add information to a closed (work order) record?
Edit History Work Order action
Edit History Work Order action
Describe the rules pertaining to costs
New costs that were incurred during the edit history must be added to the inventory cost, if it is charged to store.
Edit History Work Order action
Describe the rules applying to labor, materials, and tools
- 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.
Edit History Work Order action
Describe the rules pertaining to child work orders
- You can add or delete child work orders, whether the child work orders are tasks.
Edit History Work Order action
Describe rules pertaining to failure reports
You can add failure reports
Edit History Work Order action
Describe the rules pertaining to attaching documents
You can attach documents
Edit History Work Order action
Describe rules pertaining to safety information
You cannot change safety information
Edit History Work Order action
Which fields cannot be changed?
You cannot change information in the following fields:
- Asset
- Location
- GL Account
- Charge to Store
- Status
- Status Date
Can work orders be deleted?
No - Describe why
Yes - Describe how
For auditing purposes, work orders cannot always be deleted
What to do if a specific work order needs to be deleted and cannot be?
all actions can be stopped by changing the status to Canceled
Work Order Deletion
Status requirement
Must have a status of waiting for approval (WAPPR)
Plans tab of the Work Order Tracking application
Usage?
is used to identify details of the work on the work order
Plans tab of the Work Order Tracking application
Components?
- Tasks
- Children
- Labor
- Materials
- Services
- Tools
Work Order Tracking > Plans tab
Describe Tasks component. What must Task steps include?
step-by-step process required to conduct the work is outlined
a task number and short description
Work Order Tracking > Plans tab
Children
Describe
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.
Work Order Tracking > Plans tab
Labor component
Describe. What must be identified?
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.
Work Order Tracking > Plans tab
Describe the Materials component
Identify catalogued items or direct purchases required to perform the work
Work Order Tracking > Plans tab
Describe the Services component
What is it used for?
identify standard services required to complete the work such as a standard…
* installation
* inspection, or
* cleanup
service
Work Order Tracking > Plans tab
Tools component
Describe
identify any special tools that have been set up for tracking that are needed to perform this work.
What tools in Manage can be used to reduce the redundancy and repetition of applying tasks to work orders? Describe
- If a job plan exists, attach the job plan
- If a similar job plan exists, attach the job plan and modify the work plan as required
- 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.
- If this will be a repeated new standard job plan, create a new job plan and attach it to the work order
- Otherwise, the last resort would be to add each task to the plans tab manually.
How to remove all of the information in the Plans tab?
Remove Work Plan action
When can Safety Plans be associated to a work order?
until the work order is approved
How many Safety Plans can be applied to a single work order?
1
How many Failure Reports can be applied to a single work order?
1
What do Service Level Agreements define, when added to a work order?
agreement and formal commitments between a service provider and a customer
How to apply an SLA to a Work Order?
Apply SLA action
How to remove an SLA from a Work Order?
Select/Deselect SLA action
then: appropriate SLA can be marked for deletion
How to add Routes to a Work Order?
Apply Route action
Purpose of work packages?
group existing work orders under a new parent work order
Describe how work packages are used
Use an example
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
How are work packages created?
Create Work Package action button
What is important to note, regarding work packages?
different in the Maximo for Aviation industry solution add-on
What is Assignment Manager?
application used to dispatch labor and schedule work in the same place
Describe the numerous functionalities of Assignment Manager
- 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.
What is the Labor Reporting application used for?
used to report the type and total number of hours of work that external contractors or internal employees performed
How can labor information be entered, in Labor Reporting?
Can be entered by:
* Work Order
* Labor (timecard reporting)
* Ticket
* Contract / Vendor
What is the purpose of approving and generating external labor lines into an internal invoice?
can be used for reconciliation purposes when the vendor sends their own invoice for work done
Purpose of Actuals tab in Work Order Tracking
As work progresses, the actual labor hours, materials, services, and tools can be reported here
How is downtime reported for assets?
Done through Work Order Tracking application
Report Downtime action on the work order record, with the asset to report the downtime for
List the applicable asset downtime types
Operational
Non-operational
How can assets be swapped on a work order?
Move/Swap tab > Move/Swap/Modify action
Describe Work Process Flows. How are the relationships set up?
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
How to set process flow for individual tasks?
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.
Options for using flow actions in a work process flow
Flow actions can be used in a work process flow either manually or automatically (as desired).
How to remove workflow process control? Implications?
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
Why suspend flow control? How can this be done?
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.
How to resume Flow Control?
To resume flow control, the Suspend Flow Control checkbox must be cleared
How can work order statuses to be inherited from the Parent to the Child work orders?
Inherit Status Changes flag must be checked, and System Property mxe.app.wo.flowControlStatusInheritance must be set to 1
Where are flow control start and finish statuses defined?
Organizations application through Work Order Options > Work Type.
Expand the details to show the Process Flow section for each work type.
Work Order Deletion
Transaction Requirements
Should not have any transactions registered against it, except for status changes.
Work Order Deletion
Actuals Requirement
Can not have any actuals reported against it.
Work Order Deletion
Labor Assignments Requirement
Can not have any labor assignments associated with it.
Work Order Deletion
Measurements/Meter requirement
Can not have any measurements or meter readings taken against it.
Work Order Deletion
Purchase Order / Receipt Requirement
Can not have been generated for a purchase order or receipt.
Work Order Deletion
Failure Reporting Requirement
Can not have any failures reported against it.
Work Order Deletion
Workflow Requirement
Can not be in a workflow or have ever been in a workflow.
Work Order Deletion
PM Requirement
Cannot have been created by a preventive maintenance generation.
Work Order Deletion
Follow-Up Work Requirement
Cannot be follow-up work or have follow-up work.
List all requirements in order for a work order to be able to be deleted
- 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.
Describe what the Remove Work Plans action does
Everything except for the non-task children will be removed
What are the limitations to using the Remove Work Plans action?
If any task in the work plan cannot be removed based on the deletion rules for work orders, this action cannot be used.
What is the potential “workaround” to the limitations of the Remove Work Plans action?
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.
When using the Remove Work Plans action:
What happens if there is an existing Safety Plan?
There will be a warning message “Changing the job plan will eliminate the requirement for the current safety plan.”
