Creating deferment request for a work order or WO task

This page allows you to create a deferment request for deferring a work order or WO task. On creating the request. Tell me more.

Select the “Create Deferment Request” link in the “Select Work Order / Tasks” page.

The “Create Deferment Request” page appears.

The system displays the following field:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

The system displays the following in the “Deferment Request Details” group box:

Visit Package #	The visit package to which the work order belongs.
Aircraft Reg #	The registration number of the aircraft associated with the visit package.

Enter the following field:

Numbering Type

Use the drop-down list box to select the numbering type for the deferment request of a work order or WO task. The system lists all the numbering types in “Active” status and transaction type “Deferment Request” defined in the “Create Numbering Class” activity of the “Document Numbering Class” business component, for the login organization unit.

Enter the following fields in the “Default Details” group box:

Reason Category	Use the drop-down list box to select the default reason category for deferment of the work order or WO tasks, displayed in the multiline. The system lists all valid reason categories in the “Active” status as defined in the “Create Deferral Reason Category” activity of the ”Central Planning’ business component.
Limit Type	Use the drop-down list box to select the default type for deferment of the work orders or WO tasks, displayed in the multiline. The system provides the options, “Time Based”, “Usage Based”, “Time & Usage Based” and “Indefinite Deferral”. The system displays “Time Based” by default.

Note: The option “Indefinite Deferral” is displayed, only if the system parameter “Indefinite Deferral” is set to “Allowed” in the “Set Options” activity of the ”Central Planning” business component.

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

Customer #	The number identifying the customer, who owns the aircraft.
Customer Name	The name of the customer owning the aircraft.
Customer Order #	The number identifying the order placed by the customer.
Aircraft Release Date	The date on which the aircraft should be released to the customer, after the completion of the work order.

Note: The "Customer #" and "Customer Name" fields are applicable only when the aircraft is not self-owned and the customer details are recorded in the system.

The system displays the following in the “Work Order / Task Details” multiline:

Note: If the deferment policy is set as "Complete Work Unit” in the “Aircraft Maintenance Program” business component, the system retrieves the details of all the tasks and sub tasks and the corresponding work orders and sub work orders, in the respective fields in the multiline.

If the task selected for deferment in the previous page has a parent work unit with deferment policy set as “Complete Work Unit” in the “Aircraft Maintenance Program” business component, the system retrieves all the tasks that are not in “Completed”, “Pre-Closed” and “Closed” status, applicable to the parent work unit.

Deferment Request #	The number identifying the deferment request. This is generated by the system based on the numbering type selected.
Work Order #	The number of the work order.
Task #	The number of the task for which the deferment request is generated. Ensure the transient status of the task is “Null”.
Job Status	The status of the job, which could be “Fresh”, “Scheduled” or “Inprogress”.
Job Type	The job type of the work unit which could be either “Aircraft” or “On Wing”.
WO Priority	The number that indicates the priority of the work order.
Task Priority	The number that indicates the priority of the task.
Work Center #	The place where the task is executed.

Enter the following fields:

Reason Category	Use the drop-down list box to select the reason category for deferment of the task. The system lists all valid reason categories in the “Active” status as defined in the “Create Deferral Reason Category” activity of the current business component. Leave this field blank to set the value selected in the “Default Details” group box.
Remarks	Any additional comments pertaining to the deferment of the task (Alphanumeric, 255).
Limit Type	Use the drop-down list box to select the type of deferment of the work unit. The system provides the options, “Time Based”, “Usage Based”, “Time & Usage Based” and “Indefinite Deferral”. Leave this field blank to set the value selected in the “Default Details” group box.

Regulatory Authority	Use the drop-down list box to select the regulatory authority that defines the scheduled dates, compliance dates and compliance values for maintenance activities. The system lists all the valid regulatory authorities that are defined in the “Create Regulatory Authority Codes” activity of the “Common Master” business component.
Approval #	The number that identifies the user who approves the deferment of the task (Alphanumeric, 15).
Approval Date	The date on which the deferment request is approved (Date Format).

Note: The approval date is displayed, either in GMT or local time, based on the “Time Zone” systems parameter set in the “Set Options” activity of the “Central Planning” business component.

The system displays the following:

Part #	The part number of the component on which the maintenance activity is performed.
Part Serial #	The serial number of the part.
Component #	The code identifying the component on which the maintenance is performed.
Task Description	The textual description of the task.
Work Order Description	The textual description of the work order.

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

Requestor	The employee code of the login user.
Requestor Name	The name of the login user.

Enter the following fields:

Email	The email ID of the requestor (Alphanumeric, 30).
Work Phone #	The telephone number of the requestor’s work place (Alphanumeric, 30).

Check the box in the “Select” column of the multiline to select the work order tasks for creating the deferment request.

To create the deferment request

Click the “Create Request” pushbutton to create the deferment requests for the selected work order tasks.

The system creates the request for deferring the selected work units and generates the deferment request number. The system sets the status of the deferment request to “Fresh” and the transient status to “Pending Deferral”.

The system allows the user to perform a complete deferral on the work units even though the “Deferment Policy” for the work unit is set as "Constituent Work Unit" in the "Create Maintenance Program" activity of "Aircraft Maintenance Program" business component.

To confirm the deferment request

Click the “Confirm Request” pushbutton to confirm the deferment request for the selected work order tasks.

The system confirms the request for deferring the selected work order tasks and generates the deferment request number, if it does not exists. The system sets the status of the deferment request to “Confirmed” and the transient status of the work order tasks to “Pending Deferral”. The system stores the name of the login user and the current server date as the confirmed date.

Note: If the task selected for deferment has a parent work unit with deferment policy set as “Complete Work Unit” in the “Aircraft Maintenance Program” business component, all the tasks of status other than “Completed”, “Pre-Closed” and “Closed”, applicable to the parent work unit will also be included in the deferment request.

If “Deferment Request Authorization For Aircraft Workunits” and “Deferment Request Authorization For Component Workunits” fields are set as “Required” in the “Set Options” activity of the “Central Planning” business component, the system changes the status of the deferment request as “Confirmed” and the transient status of the work unit as “Deferred” and the job status as “Pending”.

If the “Deferment Request Authorization For Aircraft Workunits” and “Deferment Request Authorization For Component Workunits” fields are set as “Not Required” in the “Set Options” activity of the “Central Planning” business component, the system performs the following:

Changes the status of the deferment request as “Processed” and the task status of the work unit as “Cancelled”.
Updates the transient status of the work unit as “Deferred” and the job status of the work unit as “Pending” in the corresponding Central Planning/Component Maintenance Planning pending tray.
Updates the execution status as “Deferred” in the execution history of the work unit along with corresponding Deferment Request number, Status, Work Center, Schedule Date, Deferred Till Date, Created At (login OU) and Created Date.

Note: On deferring all the work units belonging to a visit package, the system updates the status of the visit package as “Cancelled”.

If the “Deferment Request Authorization for Aircraft Workunits” and “Deferment Request Authorization for Component Workunits” fields " is set as " Required" in the “Set options”, the status of the deferment request should be updated to “Confirmed”. Then the system performs the following:

Changes the status of the deferment request as “Processed” and the task status of the work unit in the respective Work Order as “Cancelled”.
Updates the transient status of the work unit as “Deferred” and the job status of the work unit as “Pending” in the corresponding “Central Planning” pending tray.
Updates the central planning pending tray with the execution status as “Deferred” in the execution history of the work unit along with corresponding Deferment Request number, Status, Work Center, Schedule Date, Deferred Till Date, Created At (login OU) and Created
Sets the removal status of the work unit as “Deferred”, if the job type of the work unit is “Component Removal”.
Updates the usage based parameter values (if any) for the aircraft/component work units, to the “Allocate Work Units” and “Perform Opportunity Maintenance” activities of the “Central Planning” business component.
For the aircraft/component work units, the system updates the following in the corresponding aircraft maintenance program which is in “Fresh” or “Active” status, or in the component maintenance program which is in “Fresh” or “Authorized” status:

Next schedule date - if the limit type is “Time Based”.
Next schedule value - if the limit type is “Usage Based”.
Next schedule date and next schedule value – if the limit type is “Time & Usage Based”.

For the aircraft/component work units, based on their limit type, the system updates the triggering parameter and "Deferred Till Date" in the corresponding central planning/component maintenance planning pending tray.
The system supports the deferral for the existing deferred work unit(s) .

In this case system deletes the previous entry in the pending tray for the already deferred work units whose source as ‘Deferred’ and reference document type as “Deferment Request”.
The system will make a new entry in the pending tray with the new schedule date based on the time and usage value given.

To proceed, carry out the following

Click the “Edit Deferment Request” link at the bottom of the page to edit the deferment request details.
Click the “Edit Deferral Limit” link at the bottom of the page to modify the deferral limits for the work order units.

Creating deferment request for a work order or WO task – An overview

This page allows you to create a deferment request for deferring a work order or WO task. On creating the request, the system generates a deferment request number. You can specify the numbering type for the deferment request number. You can specify the deferral type, that is, whether the deferment is time based or usage based or both. You can also specify the reason category and the regulatory authority for the deferment.

On creating the deferment request, the system sets the status of the deferment request to “Fresh”. The transient status is changed to “Pending Deferral”. The system stores the name of the login user and the current server date as the created date. You can confirm or cancel a deferment request, which is in “Fresh” status.

In this page, you can also confirm the deferment request, after specifying the deferral limits for the work unit. On confirming, the status of the deferment request is changed to “Confirm” and the transient status of the task to”Deferred”.

Creation of deferment request for work order or WO task in “Scheduled” or “In-Progress” status with source as discrepancy is not allowed”.

Prerequisites

“Create Numbering Class” activity of the “Document Numbering Class” business component.
“Create Deferral Reason Category” activity of the “Central Planning” business component.
“Create Regulatory Authority Codes” activity of the “Common Master” business component.
If the source for the work unit (as retrieved from the “Select Work Order/Tasks” page) is "Maintenance Program", ensure that the deferment policy for the work unit is not set as "Not Allowed" in the "Create Maintenance Program" activity of "Aircraft Maintenance Program" business component.

What you can do in this page

Specify the default option for reason category

Specify the default option for deferral type

Specify the regulatory authority for the deferment

Specify the default option for reason category

If a large number of deferment requests have the same reason category, you can enter the default reason category value. The system updates the reason category fields in the multiline (if they are left blank) with the default value.

Set the appropriate option in the “Reason Category” field in the “Default Details” group box.

On clicking the “Create Request” or “Confirm Request” pushbutton, the system updates the reason category fields, which are left blank in the multiline, with the default value.

Specify the default option for deferral type

If a large number of deferment requests have the same deferral type, you can enter the default deferral type value. The system updates the deferral type fields in the multiline (if they are left blank) with the default value.

Set the “Deferral Type” field in the “Default Details” group box to “Time Based”, if you wish to defer the work unit based on days.
Set the “Deferral Type” field in the “Default Details” group box to “Usage Based”, if you wish to defer the work unit based on parameter values.
Set the “Deferral Type” field in the “Default Details” group box to “Time Based & Usage Based”, if you wish to defer the work unit based on both time and parameter value.

On clicking the “Create Request” or “Confirm Request” pushbutton, the system updates the reason category fields, which are left blank in the multiline, with the default value.

Specify the regulatory authority for the deferment

You can select the regulatory authority that defines the scheduled dates, compliance dates and compliance values for maintenance activities. You can select from the regulatory authorities defined in the “Create Regulatory Authority Codes” activity of the “Common Master” business component.

Set the appropriate option in the “Regulatory Authority” field in the “Work Scope Details” multiline to specify the regulatory authority.