Assigning work orders or tasks to the selected resource

Assigning work orders or WO tasks to the selected resource

This page allows you to assign work orders as well as WO tasks, to the selected resource. Tell me more.

Select the “Assign Work Order / Task(s)” link in the “Select Resources” page.

The “Assign Work Order / Task(s)” page appears.

The system displays the following:

Date & Time Format

The format in which the date and time 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 and time format from the “Enterprise Modeling” business component by default.

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

Resource #	The resource selected in the previous page.
Resource Description	The textual description of the resource. Zoom facility available.
Resource Type	The type of resource, which could be “Skills”, “Tools”, “Equipment” or “Others”.
Work Center #	The work center to which the work group is attached.

Enter the following fields:

From Date	The starting date in the range of assigned dates of resources (Date Format). The system retrieves the work orders assigned to the selected resource from this date. Leave this field blank to retrieve all the work orders from the current server date.
To Date	The ending date in the range of assigned dates of resources (Date Format). Ensure this date is equal to or greater than the “From Date”. The system retrieves the work orders assigned to the selected resource till this date.

Click the “Search” pushbutton to retrieve the work orders or work order tasks for the specified range of dates.
Enter the following fields in the “Default Details” group box:

Assign : From Date & Time	The default date and time from which the work order or task is assigned to the selected resource (Date and Time Format). The system updates these values in the “From Date” and “From Time” fields in the multiline, if they are left blank. This type of updation is useful, if you wish to assign a large number of work orders or tasks for the same date and time.
Assign : To Date	The default date till which the work order is assigned to the selected resource (Date and Time Format). The system updates these values in the “To Date” fields in the multiline, if they are left blank.
Hours / Day	The total number of hours per day, for which the work order is assigned to the resource (Decimal). Ensure this is a positive value. The system updates this value in the “Hours / Day” field in the multiline, if it is left blank.

Enter the following fields in the “Work Order / Task Details” multiline:

Work Order #

The number that identifies the work order that you need to assign to the selected resource (Alphanumeric, 40). Mandatory. Ensure the work order is already defined in the “Create Work Order” activity of the current business component.

Help facility available.

Note: You cannot modify the work order that is already assigned to the resource. You cannot assign a work order, which is in the “Cancelled”, “Completed” or “Closed” status.

Seq #

The sequence in which the tasks should be performed while executing the work order (Integer).

Task #

The number that identifies the work order task that you need to assign to the selected resource (Alphanumeric, 30). Mandatory. Ensure the work order task is already defined in the “Create Work Order” activity of the current business component and the transient status to the WO task is “Null”.

Help facility available.

Note: If the work order number and task number are entered and “Seq #” field is left blank, ensure that the task entered is unique in the work order. The system then displays the sequence number automatically, for the work order-task combination.

You cannot modify the work order task that is already assigned to the resource. You cannot assign a work order task, which is in the “Cancelled”, “Completed” or “Closed” status.

You cannot assign workorder whose job status is “Fresh”, if the “'WO Assignments Prior to Scheduling” field is set as” Not Allowed” in the “Set Option” activity of the current business component.

The system displays the following fields:

Job Status	The job status of the work order.
User Status	The user-defined status of the work order.

Enter the following fields:

From Date	The date from which the work order is assigned to the resource (Date Format). Ensure this date is not earlier than the scheduled start of the work order. If you leave this field blank, the system updates the default “From” date value from the “Default Details” group box.
From Time	The time from which the work order is assigned to the resource (Time Format). If you leave this field blank, the system updates the default “From” time value from the “Default Details” group box.
To Date	The date till which the work order is assigned to the resource (Date Format). Ensure this date is greater than or equal to the “From Date” and lesser than the scheduled end date of the work order. If you leave this field blank, the system updates the default “To” date value from the “Default Details” group box.

The system displays the following:

To Time

The time till which the work order is assigned to the resource.

Enter the following:

Hours / Day

The total number of hours per day, for which the work order is assigned to the resource (Decimal). Ensure this is a positive value. If you leave this field blank, the system updates this field with the value from the “Hours / Day” field in the “Default Details” group box.

The system displays the following fields:

Aircraft Reg #	The number that identifies the aircraft for which the work order is raised.
Visit Package	The visit package for which the work order is raised.
Priority #	The number that identifies the urgency level of the work order.
Task Description	The textual description of the task.
Work Order Description	The textual description of the work order.

Enter the following fields in the “Change Options’ group box:

Re-Assign To : Resource #

The number that identifies the resource, if you wish to re-assign the work orders in the multiline to a resource other than the selected resource (Alphanumeric, 40). Ensure this resource is already defined in the “Create Facilities” activity of the “Work Center” business component or the “Maintain Skills“ activity of the “HR Setup” business component and is in the “active” status.

Help facility available.

Resource Type

Use the drop-down list box to select the type of the resource. The system provides the options, “Equipment”, “Tools”, “Skills” and “Others”. The system sets the field blank by default.

Note: You must select the resource type, if you are re-assigning the work orders to a different resource.

Change to : User Status

Use the drop-down list box to select the user-defined status of the work orders. The system lists all the “active” quick codes of type “User Status” as defined in the “Create Quick Codes” activity of the current business component. Leave this field blank, if you do not wish to change the user-defined status of the work orders.

Check the box in the “Select” column of the multiline to select the work orders for re-assigning to a new resource or for viewing the resource requirements.
Click the “Assign” pushbutton to assign the work orders to the resource.

The system assigns the selected work orders to the resource. If you have entered the re-assignment details, the system re-assigns all the selected work orders to the new resource selected. The system stores the name of the login user and the current server date as the last modified date of the work order.

To proceed, carry out the following

Select the “View Resource Loading” link at the bottom of the page to view the assignment details for the resource.
Select the “View Resource Assignments” link at the bottom of the page to view the resource requirements for the work order or task.

Assigning work orders or tasks to the selected resource – An overview

This page allows you to assign work orders as well as WO tasks, to the selected resource. You can assign the work orders or the tasks to the resource selected in the “Select Resources” page.

You can enter the resource assignment details by entering the tasks associated to the work order or the work order itself, in the multiline. You can enter details such as the date and time for which the resource is assigned and the number of hours for which the resource is assigned in a day. You can assign the resource to the same task more than once on different assignment dates. However, you can not reassign to a work order, which is in the “closed”, “cancelled” or “completed” status.

If you have selected a resource type other than the “Skills”, ensure the following while specifying the assignment dates:

The resource must have already been defined and associated with the work center in which the task or the work order will be executed.

Prerequisite

“Create Work Order” activity. The work order must NOT be in the “Cancelled”, “Completed” or “Closed” status.

What you can do in this page

Enter assignment details of a resource

You can assign multiple work orders or tasks within the work order, to the selected resource.

Enter the work orders or work order tasks to be assigned to the selected resource.
Enter the start date and time, from which you wish to assign the resource, in the “Work Order / Task(s) Details” multiline.
Enter the end date, till which you wish to assign the resource, in the “Work Order / Task(s) Details” multiline.
Enter the number of hours per day the resource is assigned to the work orders or tasks.
Click the “Assign” pushbutton, to assign the work orders or tasks to the resource.