Modifying deferment request details for a work order task

This page enables you to modify the deferment details of a work order task. You can modify deferment details such as the type of deferment, reason category and any comments pertaining to the deferment of the work order task. The system updates the modified details.

Select the “Edit Deferment Request” link in the “Select Deferment Request” page.

The “Edit 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:

Deferment Request #	The deferment request selected in the previous page.
Status	The status of the deferment request, which could be either “Fresh” or “Returned”.
Visit Package #	The number that identifies the visit package.
Aircraft Reg #	The registration number of the aircraft for which the visit package is raised.
Work Center #	The work center at which the deferment request was raised.
Job Type	The type of the maintenance activity, which could be "Aircraft" or "On Wing".
Component #	The component on which the work order task is executed.

Modify following in the “Work Order / Tasks Details” multiline:

Note: If the deferment policy of the work unit is set to "Complete Work Unit", the system displays the details of all tasks and sub tasks and the corresponding work orders and sub work orders in the multiline.

Work Order #

The number identifying the visit package for which you need to raise a work order (Alphanumeric, 40).

Help facility available.

Seq #

The sequence in which the tasks should be performed while executing the work order (Integer). Ensure that the sequence number is a positive integer and is unique in the multiline.

Task #

The number identifying the task that must be performed for work order execution (Alphanumeric, 30).

Help facility available.

Note: You cannot modify the work order number, sequence number and the task number that are already associated to a deferment request.

Note: The status of newly associated work order or task should be “Fresh”, “Scheduled” or “In Progress”.

The system displays the following:

Job Status	The job status of the work order task.
WO Priority	The number that indicates the priority of the work order.
Task Priority	The number that indicates the priority of the task.

Modify the following fields, if required:

Reason Category	Use the drop-down list box to modify the reason category for deferment of the work order task. 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.
Comments	Any additional remarks pertaining to deferment by the user who creates the deferment request (Alphanumeric, 255).
Limit Type	Use the drop-down list box to modify the type of deferment of the work unit. 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 Option” activity of the “Central Planning" business component.

Regulatory Authority	Use the drop-down list box to modify 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).
Approved Date	The date on which the deferment request is approved (Date Format).

The system displays the following:

Task Description	The textual description of the task.
Work Order Description	The textual description of the work order.

Select the hyperlinked task description to view the task information.
Select the hyperlinked work order description to view the work order information.
Check the box in the “Select” column of the multiline to select the work order tasks to edit the deferral limits.

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.

Zoom facility available.

Modify the following fields:

Email	The email ID of the requestor (Alphanumeric, 70).
Work Phone #	The telephone number of the requestor’s work place (Alphanumeric, 70).

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

To delete the work orders in the deferment request

Click the Delete icon to delete the selected work order tasks in the deferment request.

Note: You can delete a work order from the deferment request, which is in the “Fresh” status.

You cannot delete a task associated with the work order, if the source is "Maintenance Program" and the deferment policy is set to “Complete Work Unit” in the "Create Maintenance Program" activity of the "Aircraft Maintenance Program" business component.

To update the modified deferment request

Click the “Edit Deferment Request” pushbutton to update the modified details.

The system performs the following:

Updates the details and stores the name of the login user and the current server date as the last modified date.
Allows the user to defer a complete work unit even though the “Deferment Poilicy” for the work unit is set as “Constituent Work Unit” in the “Create Maintenance Program" activity of "Aircraft Maintenance Program" business component.
Ensures that the deferment of work unit is not allowed provided if the work Unit has the reference of a Discrepancy / Maintenance Report.
Ensures that the deferment of work unit is not allowed for the job type ‘Component Removal’
After the deferment request is updated for planned/ unplanned work units, the job status of the deferred work units updated as ‘Pending’ and the transient status will be updated as ‘Pending Deferral’.

Note: The “Task Deferral” is not allowed for the tasks whom job status is "Completed” or “Pre-Closed” or “Closed”.

To confirm the deferment request

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

If the “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 sets the status of the deferment request to “Confirmed” and the transient status of the work order task to “Pending Deferral”. The system stores the name of the login user and the current server date as the confirmed date.

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 to “Processed” and the task status of the work unit in the respective Work Order as “Cancelled”.
Updates the central planning pending tray with 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 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

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”.
This system will make a new entry in the pending tray with the new schedule date based on the time and usage value given.

If the selected “Hangar Work Order” have a task in “Scheduled” or “Inprogress” status with source as discrepancy or the selected task has source as discrepnacy then the deferment request creation should not be allowed.

To cancel the deferment request

Click the “Cancel Deferment Request” pushbutton to cancel the deferment request.

The system changes the status of the selected deferment request to “Cancelled” and the transient status of the work order tasks to “Null”.

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

Created By	The name of the user who created the deferment request.
Last Modified By	The name of the user who last modified the deferment request.
Created Date	The date on which the deferment request was created.
Last Modified Date	The date on which the deferment request was last modified.

To proceed, carry out the following

Click the “Edit Deferral Limits” link at the bottom of the page to modify the deferral limits for the work units.

Prerequisites

“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 of the work unit is "Maintenance Program", then the deferment policy should not be set as "Not Allowed" in the "Create Maintenance Program" activity of the "Aircraft Maintenance Program" business component.

What you can do in this page

Modify the deferral type of the deferment request

Modify the reason category for the deferment request

Modify the deferral type of the deferment request

You can change the deferral type of the deferment request. Based on the option specified here, you can define the deferral limits for the work unit.

Set the “Deferral Type” field in the multiline to “Time Based”, if you wish to defer the work order task based on days.
Set the “Deferral Type” field in the multiline to “Usage Based”, if you wish to defer the work order task based on parameter values.
Set the “Deferral Type” field in the multiline to “Time Based & Usage Based”, if you wish to defer the work order task based on both time as well as parameter values.

Modify the reason category for the deferment request

You can change the reason category of the deferment request using the reason categories defined in the “Create Deferral Reason Category “ activity of the “Central Planning” business component.

Set the appropriate option in the “Reason Category” field in the multiline, to categorize the deferment request.