Reviewing the work of the employee

The tasks which are grouped into a package in the “Aircraft Maintenance Planning” business component are retrieved in this tab and the start date and end date for the execution of the tasks are assigned by the supervisor. The supervisor can perform the following using this tab:

Plan the work for the employee using the Gantt chart.
Go to the “Manage Employee Work” tab and assign the work to the employee and book the hours the employees spent on the task. You can also modify the booked timesheet details, if required.
Revisit the “Review Work” tab and review the progress of each task.
Update the actual work details of the employee for multiple tasks.
Change the status of the task to “Completed” if the assigned task is completed.
Hold or release the task.
Select the “Review Work” tab in the “Manage Work Assignments and Reporting” page.

Note: This tab appears by default, if this screen is invoked from components other than “Aircraft Maintenance Planning” business component.

Enter the following fields in the “Additional Search Criteria” group box, to further narrow down the list of tasks that you need to retrieve and plan for:

Note: The system retrieves the details from the “Aircraft Maintenance Execution” business component and displays the retrieved details in the Gantt chart. Only those reference documents that are in “Planned”, “In-Progress” and “Completed” statuses are retrieved and displayed.

Display Option

Use the drop-down list box to select the option for displaying the reference documents and tasks in the Gantt chart. The system lists the following values:

All - Select this option if you wish to display all the tasks whose Plan Start Date fall within the From / To date range.
Delayed Start - Select this option to display the reference documents and the associated tasks whose Actual Start Date / Time is greater than the Plan Start Date / Time. The details are displayed only at task level.
Delayed End - Select this option to display the reference documents and the associated tasks whose Actual End Date / Time is greater than the Plan End Date / Time. The details are displayed only at task level.

The system displays “All” by default.

Date

Use the drop-down list box to select the date type of the period for which you want to retrieve records. Next, enter the start and end dates of the period for which you want to retrieve shop work orders and packages based on the selected date type.

Date Type	Search retrieves
Task Planned Start	Tasks/discrepancies for which the planned start date falls in the user-specified period
Task Planned End	Tasks/discrepancies for which the planned end date falls in the user-specified period
Doc. Planned Start	Work orders/packages for which the planned start date falls in the user-specified period
Doc. Planned End	Work orders/packages for which the planned end date falls in the user-specified period
TAT End	Work orders/packages for which the TAT end date falls in the user-specified period
Customer Required	Work orders/packages for which the customer required date falls in the user-specified period
Promised Delivery	Work orders/packages for which the promised delivery date falls in the user-specified period

Search On

Use the drop-down list to select the attribute on the basis of which the tasks must be retrieved in the Gantt. In the second drop-down list box, the options for the attribute are available for selection. An editable box is provided alongside in which the values for the attribute selected in the drop-down list box must be entered. The system lists attributes based on the “Maintenance Object” selected in the search criteria. More details

If the “Maintenance Object” is set as “Aircraft Reg #”, following values are listed in the drop-down list box:

Task #
Task Desc.
Exe. Phase
User Status
Eng Doc #
On-wing
Component Change
ATA#
Zone #
Work Area
Customer #
Customer Name
Customer Order #
Jobs of Employee #

If the “Maintenance Object” is set as “Part # / Serial #” or “Component #”, following values are listed in the drop-down list box:

Customer #
Customer Name
Total TAT Days <=
Rem. TAT Days <=
Excusable Delays <=
Task #
Task Desc.
Exe. Phase
User Status
Eng Doc #
On Wing
Component Change
Routine
Life Limited Parts
Repair Units
Non-Routine
Employee Name
Customer Order #

The system displays Task # by default.

The system retrieves all the tasks that satisfy the search criteria you had entered in the “Additional Search Criteria” group box. These task details are displayed in a Gantt chart, which is divided into two panes, right and left.

Search On	Data retrieval in Gantt
Task #	Tasks from AME with number similar to the value specified by the user.
Task Desc.	Tasks from AME with description similar to the value specified by the user.
Execution Phase	Tasks from AME with the execution phase as selected by the user.
Task User Status	Tasks from AME with the user status as selected by the user.
Eng Doc #	Tasks from AME with reference to the engineering document # as specified by the user.
On Wing	Tasks from AME with the job type as On-Wing
Component Change	Tasks from AME with the job type as Component Change
Routine	Tasks from AME with Task Class as Standard
Non Routine	Tasks from AME with Task Class as Non-Standard
Total TAT Days <=	Work orders/packages with TAT days less than or equal to the user-specified TAT the customer required date falls in the user-specified Total TAT days
Rem. TAT Days <=	Work orders/packages with remaining TAT days less than or equal to the user-specified Rem. TAT days.
Excusable Days <=	Work orders/packages with Excusable days less than or equal to the user-specified Excusable days.
Jobs of Employee #	Work orders/packages with tasks against which the employee has booked time.

Status

Use the first drop-down list box to select the task attribute and then select the value for the tax attribute in the next drop-down list box as elaborated in below table.

1^st Drop-down list box	2^nd drop-down list box	Data retrieval in Gantt
Doc. Status	Planned	Tasks from shop work orders in “Planned” status
	In-Progress	Tasks from shop work orders in “In-Progress” status
	Completed	Tasks from shop work orders in “Completed” status
Task Status	Planned	Tasks in the ”Planned” status from shop work orders
	In-Progress	Tasks in the ”In-Progress” status from shop work orders
	Incomplete	Tasks in the ”Incomplete” status from shop work orders
	Deferred	Tasks in the ”Deferred” status from shop work orders
	Completed	Tasks in the ”Completed” status from shop work orders
	External Routed	Tasks performed on parts sent for external repair.
	Pre-Closed	Tasks in the ”Pre-Closed” status from shop work order
	Closed	Tasks in the ”Closed” status from shop work order
Hold Status	Hold	Tasks for which the hold is applied on from shop work orders

Search By

Use the first drop-down list box to select the attribute by which you want to retrieve tasks/discrepancies. The next drop-down list box displays the values for the selected attribute.

The following table displays the data retrieval pattern on the basis of user selection.

First drop-down list box: Select	Second drop-down list box: Select	Data Retrieval in Gantt
Doc Class	External	Tasks/discrepancies from work orders for customer-owned aircraft / main cores.
Doc Class	Internal	Tasks/discrepancies from work orders for internal- owned aircraft / main cores.
Doc. Priority	An Active Priority Codes from Common Master	Documents with the priority that you specify in the input box.
Task Exec. Priority	An Active Priority Codes from Common Master	Tasks with the priority that you specify in the input box.

Material Availability

Use the first drop-down list box to indicate whether you want to retrieve documents or tasks in specific material status.

To retrieve documents/tasks in specific material status, select the material status from the next drop-down list box. The drop-down list box displays the following:

Not Requested
Not Available
Partially Available
Available

Click the “Search” pushbutton to retrieve the search results.

The system retrieves the tasks at operational level, corresponding to the Ref. Doc # from the “Aircraft Maintenance Execution” / "Shop Work Order" business component into the Gantt Chart depending on the filter selected. The system supports pre/post and embedded wild card searches.

Left pane of the Gantt chart

The system displays the following details in the left pane of the Gantt chart:

Work Center #
Aircraft Reg #
Execution Document #
Task #

For each Execution Document, various columns are displayed in the Gantt as follows:

Task #	The code identifying the task for which you wish to modify the status.
Task Description	The description of the task for which you wish to modify the status.
Seq#	The seq# of the task within the package or the work order. The tasks in the Gantt chart are listed in the order of the seq#.
Tracking#	The tracking# of the task within the package or the work order.
% Completed	You can enter or modify the percentage of the work completed. Ensure that a positive value ranging from 0 to 100 is entered.
Task Status	The status of the Package / Task, which could be “Planned”, “In-Progress”, “Completed”, “Closed”, “Pre closed”. Note that this field is displayed only if “Aircraft Reg #” is selected as the “Maintenance Object”.
Hold Status	The hold / release status of the task
Est Man Hrs	The number of estimated man hours for completing the task.
Act Man Hrs	The number of actual man hours for completing the task.
Exec. Phase	The execution phase of the task for which you wish to record task status. The system lists all the quick codes as defined for the quick code type “Exec. Phase” in the “Create Quick Codes’ activity of the “Maintenance Task” business component.
Work Area	The work area where the task is executed.
ATA #	The ATA chapter to which the component belongs.
Zone	The zone where the task is executed.
Plan Start Date & Time	The proposed date and time of commencement of the task.
Plan End Date & Time	The proposed date and time of completion of the task.
Actual Start Date & Time	The actual date and time of commencement of the task.
Actual End Date & Time	The actual date and time of completion of the task.
Customer Order #	The customer order with reference to the package/execution document.
Customer #	The customer who owns the aircraft.
Customer Name	The name of the customer who owns the aircraft.
Part #	The number identifying the part for which you wish to modify the task status.
Serial #	The serial number of the component for which you wish to modify task status.
Work Center	The work center in which the shop work order is carried out.
Exec. Status	The status of the task, which could be .”Planned”, “In-Progress”, “Completed”, “External Routed”, “Closed”, “Pre closed”.. Note that the system does not allow modifications to be made in this field if “Cancelled” is selected in the “Change Status To” field and the value in this field is “Planned” for the selected forecasted task.
Est. Status	Estimation status of the work order or the task. Note that the system allow modification of this field if “Planned” is specified as the status

Note: The system displays the following fields in the Gnatt Chart only if “Aircraft Reg #” is selected as the “Maintenance Object”:

Phase

The execution phase of the task, which could be one of the following:

Post Flight - Indicates that the task is performed as a part of post test flight activities.
Preparatory - Indicates that the task is performed as a part of preliminary activities before the aircraft is grounded for maintenance.
Regular - Indicates that the task is performed as a part of normal maintenance activities carried out in hangar.

ATA #

The ATA # of the task.

Priority

The execution priority of the task in the package/execution document.

Doc. Status

The status of the execution document, such as Fresh, In-Progress, Complete, Closed or Canceled.

Material Status

The part requirement status of the status as derived by the system.

The material status of the task.

Derivation of Material Status for task/discrepancy in shop work orders

Scenario	Material Status of task/discrepancy
No MR available for the task/discrepancy	Not Requested
Material Status of all MR for the task/discrepancy is "Available"	Available
Material Status of all MR for the task/discrepancy is "Not Available"	Not Available
Material Status of all MR for the task/discrepancy is “Not Requested”, “Available” and "Not Available“	Partially Available

Derivation of Material Status for shop work orders

Scenario	Material Status of work order
Material Status of all tasks/discrepancies in the work order in Planned/In progress status is "Not Requested"	Not Requested
Material Status of all tasks/discrepancies in the work order in Planned/In progress status is "Available"	Available
Material Status of all tasks/discrepancies in the work order in Planned/In progress status is "Not Available"	Not Available
Work order comprises tasks/discrepancies in Planned/In progress status with Material Status as “Not Requested”, “Requested" and “Not Available”.	Partially Available

Right pane of the Gantt chart

On clicking each task appearing on the left pane, the Planned Start Date and Planned End Date of the corresponding task appear as a bar in the right pane. The user can change the Planned Start Date and Planned End Date by shifting the position of the bar across the Gantt chart.

After reporting work actuals in the “Manage Employee Work” tab page, the actual work execution details are displayed in the Gantt Chart as bars in different colors as shown below:

	Indicates the total planned duration for completing the task. The percentage of work completed is displayed within this bar as digits.
	Indicates the percentage of work completed.
	Indicates the actual time elapsed for the completion of the task.
	Indicates the document level planned bar.

Note: Ensure that the “Plan Start Date & Time” is not modified for the tasks which are in “In-Progress” status, and both the “Plan Start Date & Time” and “Plan End Date & Time” are not modified for the tasks which are in “Completed” or “Closed” or “Pre Closed” or “Deferred” or “Incomplete” status.

The Bar Chart displays the task details either at the “Primary Work Center Level” or “ Execution Work Center level”. By default, the details are displayed at the “Primary Work Center Level”. You can use the toggle button provided in the tool bar above the Gantt chart, to change the display level from “Primary Work Center Level” () to “Execution Work Center Level” ( ).

Example:

Assume that a Ref.Doc.# ‘TL-000209-2009’ released for Aircraft Reg# ‘N1234’ has 5 Tasks and its Primary Work Center is P1 (Memphis). Tasks T1, T2 and T3 are to be executed in P1 and tasks T4, T5 are to be executed in the Work Center E1 (Indy).
Assume that another Ref.Doc.# ‘TL-000210-2009’ released for Aircraft Reg# ‘N1234’ has 3 Tasks and its Primary Work Center is P1. Tasks T6 and T7 are to be executed in Memphis (P1) and task T8 is to be executed in Indy (E1).

If you select the Execution Option as "Primary Work Center" using the toggle button, the Gantt chart displays the details in the left pane as shown below:

+Primary Work Center # Description ( Memphis)

+Aircraft Reg # (N1234)

+ Ref. Doc.# (TL-000209-2009)

+T1

+T2

+T3

+T4

+T5

+ Ref. Doc.# (TL-000210-2009)

+T6

+T7

+T8

If you select the Execution Option as "Execution Work Center" using the toggle button, the Gantt chart displays the details as shown below:

+Execution Work Center # Description ( Memphis)

+Aircraft Reg # (N1234)

+ Ref. Doc.#(TL-000209-2009)

+T1

+T2

+T3

+ Ref.Doc.#(TL-000210-2009)

+T6

+T7

+Execution Work Center # Description (Indy)

+Aircraft Reg # (N1234)

+ Ref. Doc.#(TL-000209-2009)

+T4

+T5

+ Ref.Doc.#(TL-000210-2009)

+T8

Tool bar displayed above the Gantt chart

The various icons displayed in the tool bar above the Gantt Chart are as shown:

	Reload Grid, cancel changes
	‘Print Grid’ - Prints the details displayed in the Gantt Chart.
	'Expand All Rows' - Displays all rows (nodes) in the Gantt except the topmost node
	'Collapse All' - Hides all rows (nodes) in the Gantt except the topmost node
	‘Zoom In’ - Displays the task schedule details day-wise
	‘Zoom Out’ - Displays the task schedule details month-wise and year-wise.
	Zoom to fit into page
	Toggle Work Center - Displays the task details at execution work center level.
	‘Print Package’ - Prints the package document in PDF format. More details
	‘Selective Print’ - Launches the ePublications entry point screen. More details
	Aircraft Work Status
	Aircraft Flight Status

Enter the following fields in the “Update Plan” group box:

Priority	The execution priority of the task in the execution document. The system lists all the ‘Active’ priority codes defined in the “Define Process Entities “ activity of the “Common Masters” business component. The system leaves this field blank.
Task User Status	Use the drop-down list box to specify the status of the time lag for the task to go to the next stage of execution. The system lists the options as follows: If “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box, the system lists all the all the active quick codes defined for the quick code type “Task User Status” in the “Flight Log” business component. If “Part # / Serial #” or “Component #” is selected as the “Maintenance Object” in the “Search Criteria” group box, the system lists all the quick codes defined for the user status in shop Work Order. The system leaves this field blank.
Start Date & Time	The planned date and time of commencement of the task.
End Date & Time	The planned date and time of completion of the task.

Click the “Update Plan” pushbutton to update the plan details.

The system performs the following:

Allows modifications only if you have the access rights to the work center to which the selected Task # or SWO # belongs.
Does not allow modifications on following conditions:

1. If the status of the task is “Hold” and is changed to “Planned”, “In-Progress” or “Completed”.

2. If the process parameter “Prevent Task Status Change?” in the “Define Process Entities” activity of the “Common Masters’ business component is set as “Yes”.

Does not allow you to enter the “Actual Start Date / Time” and the “Actual End Date / Time” on following conditions:

1. If the status of the task is “Hold” and is changed to “Planned”, “In-Progress” or “Completed”.

2. If the process parameter “Prevent Time Booking?” in the “Define Process Entities” activity of the “Common Masters’ business component is set as “Yes”.

Does not allow you to change the status of the task on the following conditions:

1. If the status of the task is changed to “Closed” or “Completed”

2. If the process parameter “Prevent Time Booking??” in the “Define Process Entities” activity of the “Common Masters’ business component is set as “No”.

If for a particular task the status is changed to “Pre-Closed” and the process parameter “Prevent Time Booking” in the “Define Process Entities” activity of the “Common Masters’ business component is set as “No” and the clock is running, the system performs the following:

1. Updates the status of the task as “Pre-Closed”.

2. Automatically ends the running of the clock for the task.

3. Updates the timesheet booking as “Manual”.

4. Updates the status of the timesheet from “Confirmed” to “Authorized”.

5. Updates the “Exe. Comments” field with the execution comments provided.

Main Base Validation:

When Maintenance Object is selected as "Aircraft Reg. #": If Aircraft Reg. # corresponding to the selected Exe. Ref. # or Exe. Ref. # of selected task / discrepancy, is offline & Usage Mode is set as "Online" in the “Configurator” business component, ensure that:

1. Source of Exe. Ref. # is set as "Online" (or)
2. Source of Exe. Ref. # is set as "Offline", status of Exe. Ref. # is "Completed" and ‘Closure of Completed Packages’ option is set as “Online” in the “Configurator” business component.
3. The planned start date, planned end date and priority is updated for the tasks selected in the Gantt.

Enter the following fields in the “Update Work Actuals” group box:

Note: You must select at least one record in the Gantt chart.

Start Date / Time

The start date and time of execution of the selected task. (Date & Time Format). This field must not be entered, if the current execution status of the task is “Closed” or “Pre closed” or “Deferred” or “Incomplete”.

Ensure the following:

The system does not allow date to be entered in this field if the status of the Task # is “In-Progress”.

The date entered in this field must fall within the time limit as set in the “Set Process Parameters” page of the “Define Process Parameters” business component for the “Process Parameter”, “Backdated Reporting Time Limit (in days)” Example.

End Date / Time

The end date and time of execution of the task. (Date & Time Format). This field must not be entered, if the current execution status of the task is “Closed” or “Pre closed” or “Deferred” or “Incomplete”.

Ensure that the date entered in this field is not earlier than the “Start Date / Time”.

Note that if the end date entered in this field is for the SWO, the start date or end date for all the tasks belonging to the SWO must fall within the end date entered here.

Note: The ‘Start Date / Time’ and 'End Date / Time' entered are converted to Server equivalent Date & Time, by considering the conversion factor available for the Station of each task, in the “Common Masters” business component. The converted Date & Time must be earlier than or equal to the 'Current Server Date & Time'.

Note: The system allows modification of the “Start Date / Time” and “End Date / Time” only for tasks which are in “Planned” status.

Status of the task	The system allows modification of the following fields:
Planned	Start Date / Time End Date / Time
In-Progress	End Date / Time
External Routed	Modification Not Allowed
Pre-Closed	Modification Not Allowed
Closed	Modification Not Allowed

Enter the following fields in the “Update Work Actuals” group box:

Change Exec. Status to

Use the drop-down list box to change the status of the task. Mandatory. The system lists the following values:

In-Progress - Select this option to change the task status to In progress.
Deferred – Select this option to change the task status to deferred.
In complete – Select this option to change the task status to in-complete.
Completed - Select this option change the task status to completed.
Closed - Select this option to change the task status to closed.
Cancelled - Select this option to change the task status to cancelled. Ensure that this field is “Cancelled” only if the current execution status of the task is “Planned”, and the “Planning Type” is “Unplanned”.
Pre-Closed - Select this option change the task status to closed prematurely

Ensure the following:

When “Closed” is selected in this field both the “Actual Start Date & Time” and “Actual End Date & time” is available.
If a SWO is “Closed”, “Pre-Closed’ or “Cancelled” all the tasks under that work order must also be must also be in “Closed”, “Pre-Closed’ or “Cancelled” status.
If a Parent Work Order is “Closed”, “Pre-Closed’ or “Cancelled” all the associated child work orders must also be must also be in “Closed”, “Pre-Closed’ or “Cancelled” status.
The clock is stopped for an employee before closing the SWO.
No employee is logged on to the task when status is changed to “Completed”, “Closed” or Pre-Closed”.

Note that the status of a task can be modified to “Closed” or “Pre-Closed” even if the task is on Hold.

The system leaves the field blank by default.

Note: The system does not allow the status of the task / SWO to be modified as “Completed” or “Closed” if:

1. The set option “Enforce Excess / Core Returns on order closure?” for the shop work order type is set as “Yes” in the “Define Process Entities” of the “Common Masters” business component.

2. The parts are pending return.

The system does not allow the SWO to be cancelled in the following cases:

If the CWO # with Ref. Doc # in PO of type “Service - PO” referring to SWO, is not short closed or “Cancelled”.
If the SWO - Task # - Seq. # combination has been reference in purchase order belonging to SWO of type “Adhoc PO” or “Service PO” for which status is “Short Closed” or “Cancelled”.

Status of the Task	Status of the SWO of the Task as in the Gantt Chart	Change Exec. Status	The system updates the status of the Task as:	The system updates the status of the SWO as:
Planned	Planned	In-Progress	In-Progress	In-Progress
Planned	Planned	Completed	Completed	In-Progress More..
Planned	Planned	Closed	Closed	In-Progress
Planned	Planned	Pre-Closed	Pre-Closed	In-Progress

Enter the following fields in the “Update Work Actuals” group box:

% Complete

The completion of task execution represented in percentage.

Ensure that the percentage entered in this field greater than 0 and less than or equal to 100%.

Note that the system allows modifications to this field only if the status of the task is “Planned”, “In-Progress’ or “Completed” statuses.

By default the system displays the following in this field:

1. 100% if the task is in “Completed” status.

2. 99% if the status of the task is changed from “Completed” to “In-Progress”.

File Name

The name of the file which contains the task execution details. (Alphanumeric, 20).

Help facility available.

Click the "View File" link provided alongside to view the file:

Exec. Comments

Notes on the reason for the change in the status of the task. Data entry in this field is mandatory if “Pre-Closed” or “Cancelled” is selected in the “Change Exe. Status to” drop-down list box.

Click the “Report Work Actuals” pushbutton to modify the status of the task.

Note: If the “Task status change on Material Issue confirmation?” process parameter for the entity type “Package Type” of the entity “All Packages” in the “Define Process Entities” activity of Common Master is ‘0’, you cannot cancel the package (by selecting ‘Canceled’ in the “Change Exec. Status to” drop-down list box) if a stock issue has already been confirmed or work actuals recorded against the tasks/discrepancies in the package.

The ‘Execution Status’ of the task must not be changed on following conditions:

If the 'Transient Status' of the task is “Hold”.
If the 'Transient Status' of the Task is left blank, 'Hold Details' are available for the Task, with 'Hold Status' as 'Open' on current date & time in the “Record Work Hold” page of the current business component, and if the process parameter “Prevent Task Status Change?” is set as "Yes". (Process parameter is defined in the “Set Process Parameters” page of the “Common Master” business component.

The system performs the following:

Updates the status of the task to “In-Progress’ from “Planned” if you enter the “Actual Start Date and Actual Start Time' .
The system does not allow to modify the “Actual Start Date and Actual Start Time' and or “Actual End Date and Actual End Time” if the status of the Task # is “Cancelled” or “Closed’ or “Pre-Closed”, “External Routed”.
Ensures that on closure of a SWO, all the timesheet records against that SWO # is in “Authorized” or “Note Required” status.
Ensures that there is no pending sign-offs when the status of the task is modified to “Completed” or “Closed” and “Yes” is selected for the process parameter “Enforce Sign-Off?” of the entity type “Shop Work Order Type” as defined in the “Set Process Parameters” page of the “Define Process Entities” activity of the “Common Masters” business component
Ensures that ther is no issue of materials in the MR of the SWO when the status of the task is modified to “Cancelled”.
Ensures that all parts are returned to the store, when an SWO is closed and “Yes” is selected for the process parameter “Enforce Excess/Core Returns on order closure”? for the entity type “Shop Work Order Type” as defined in the “Set Process Parameters” page of the “Define Process Entities” activity of the “Common Masters” business component.
Ensures that COM is issued when an SWO is closed, and “Required?” is selected in the “CoM Reqd.?” field for the entitiy type “Shop Work Order Type” as defined in the “Set Process Parameters” page of the “Define Process Entities” activity of the “Common Masters” business component.
Allows modification of the status of the task if the status is changed to “Pre-Closed”.

Ensure the following before you click the “Report Work Actuals” pushbutton:

The execution status of the task is selected as

Incomplete”, only if the current execution status of the task is either “Planned” or “In-Progress”.
In-Progress”, only if the current execution status of the task is either “Planned” or “Completed”.
Completed”, only if the current execution status of the task is “Planned” or “In-Progress”.
Pre-Closed”, only if the current execution status of the task is “Planned” or “In-Progress”.

The execution status of the task is not be modified from "Planned" to "Pre-Closed".
The execution status of the task is not selected as “Completed”,' if any Mechanic / Inspector / RII sign off is pending for any of the tasks.
The execution status for a task is not set as “Closed” under any of the following conditions:

If the current execution status of the task is “Incomplete”, “Closed”, “Preclosed”, “Cancelled” or “Deferred”.
If any Mechanic, Inspector, RII, Mechanic / Inspector, Inspector / RII, Mechanic / RII or Mechanic / Inspector / RII sign off is pending for any of the tasks.
If any record exists with 'Start Date & Start Time' alone, without the 'End Date & End Time' for the Task # - Ref.Doc.# combination across all the employees in the “Record Employee Time sheet” page of the “Aircraft Maintenance Execution” business component in the login OU.
If both “Actual Start Date / Time” and “Actual End Date / Time” are not specified.
If the option “Enforce Excess Core Return” is set as “Yes” and “Auto Return on” is set as “Not Required” for the Doc. Type of the current Ref. Doc. #. in the “Edit Document Type Attributes” page of the “Common Masters” business component.
If the 'Pending Return Quantity' is greater than zero for any record in the “Parts Consumptions Details” table.

The timesheet records recorded against the Task # corresponding to the Ref.Doc.# are with the timesheet status “Authorized” or “Not Required”, before closure of the Ref. Doc #.
If the execution status of the task is selected as “Cancelled”, “Deferred” or “Incomplete”, the clock status must not be “Clock - Direct” or “Clock - Direct & Indirect” for any of the employees, for the Task # - Ref. Doc. # - Seq # combination.
If the task with a Forecast Reference # associated to it and Planning Type as “Planned” is changed from “Deferred” or “In-Complete” status to “In-Progress” status, ensure that the same instance of the task # is not in “Allocated” status with the Reference Doc # other than the current Reference Doc. #.
Main Base Validation:
If 'CoM Reqd?' option for the selected package type is set as "Yes" in the “Common Master’ business component, the system ensures that a valid CoM in "Authorized" status has been issued to the A/C Maint. Exe. Ref. #.

Note: For offline aircrafts (Mode of Usage for aircraft is set as "Offline" in the “Aircraft” business component), the system allows closure of A/C Maint. Exe. Ref. Documents from Main Base (Usage Mode set as Online in the “Configurator” business component) irrespective of the value set for 'CoM Reqd?' option corresponding to the selected package type.

The system carries out the following, when you click the “Report Work Actuals” pushbutton”

Updates the execution status of the task as “In Progress”, “Deferred”, “Cancelled”, “Incomplete”, “Completed”, “Pre-Closed” or “Closed”, if the “Change Status” is set as “In Progress”, “Deferred”, “Cancelled”, “Incomplete”, “Completed”, “Pre-Closed” or “Closed”.
Updates the compliance history, if the execution status of the task is changed to “Pre-closed” / “Completed” / “Closed” status.
If parameter values are recorded against the Ref. Doc. # and if the execution status of the task or Ref. Doc. # is changed to “Completed” or “Closed”, the system updates the parameter values available against all the tasks in the parameter value history in the “Aircraft” business component.
For every change in the status at Task level / Ref. Doc. # level, the system updates the status log with 'Entity Changed', 'From Status', 'To Status', ‘Performed At’ (Station), ‘Changed by’ (Employee Name) and ‘Changed Date & Time’.
If the Ref. Doc. # is closed, the system generates a purchase request for the Removed Part # whose serial # is in "Phased Out" condition during confirmation of component removal and component replacement transactions for the Object Type “Component”, if any CR transaction is already recorded in the Ref. Doc. #.
If the operations type is “Flight Ops”, the system updates the compliance date of the tasks in the compliance history of the “Aircraft” business component, based on the option set for the “Ref. Date for Compliance against Flight Ops” in the “Set Options” activity.
If the operations type is “Repair Station”, the system updates the compliance date of the task in the compliance history of the “Aircraft” business component, based on the option set for the “Ref. Date for Compliance against Repair Station” in the “Set Options” activity.

Note: If the option setting is “Start Date”, the system considers the start date of the Ref. Doc. #. If the option setting is “End Date”, the system considers the end date of the Ref. Doc. #. If the option setting is “User Defined”, the system considers the compliance date specified in the “Record Work Unit & Sign-off Information” page.

When the Ref. Doc. # is closed, if the end date is left blank, the warranty date is updated depending on the flag set in warranty agreement for the component, or any of its child components in the “Warranty” business component.
When the Ref. Doc. # is closed, if the component is removed from the PBH assembly, the system updates the ownership as “PBH” and the possession status as “PBH” in the “Aircraft” business component.
When the execution status of the task is updated to Closed or Preclosed or Cancelled , the system will shortclose any material requests raised in “Authorized” or “Partially Issued status”. The system will shortclose the material requests in “Authorized” status, selective shortclose the material requests in partially issued status for the pending issue quantity / line item. While short closing a material request, any issue or Stock Transfer Issue documents created in “Draft” / “Fresh” status for those material requests, will be cancelled automatically.
When the Ref. Doc.# is closed, if the Expense Type of the Ref. Doc.# is identified as "Capital" and if the current business component interacts with the “Asset Planning” component, the system updates the Total cost calculated for each Task # as well as against the Ref. Doc.#, against the Capex Proposal # identified for the respective task # and the Ref. Doc.#.
When the Ref. Doc. # is closed, the system updates the Actual Cost and Total Cost reported for the Ref. Doc. # in the “Cost & Additional Information” tab page of the “View Execution Ref #” page of the “Aircraft Maintenance Execution” business component.
When the Ref. Doc. # is closed, the system posts the financial entries to the relevant account codes in the "Finance Book Processing" business component for each CR # for which the Source is identified as "Cannibalize" or "Swap".
If the Execution Ref # has customer order reference, the system checks whether the tasks are billable in the customer order, and updates the timesheet records as billable accordingly. The tasks are considered as billable if the “Billable?” drop-down list box is set as “Yes” in the “Customer Order” business component. Else, the tasks are considered as non-billable.
Auto Return of parts on package completion:

If the parts are pending for return for the tasks inside a package, the system creates a Material Return document on completion of the package, if the attribute “Auto Return of Parts” is set as “Required” for the Package Type in the “Edit Document Type Attributes” page of the “Common Masters” business component.

Scenario 1: Pending Return - Core

If core return parts and the parts which are removed from aircraft are available for return, then for the work center mapped to the corresponding task, the system creates the Return Document against the ‘Return Warehouse # - Cores’ associated to the Work Center.

Scenario 2: Pending Return - Excess

If excess return parts are available for return, the system creates the Return Document against the ‘Return Warehouse #’ associated to the Work Center. Example.

Note: The Return Document creation happens only if the “Auto Return?” drop-down list box is set as “Required” for the Work Center in the “Associate Warehouses” page of the “Work Center” business component.

Compliance Date & Time Update:

If the 'Execution Status' of a task is changed to “Completed” / “Closed', the system performs the following:

If the “Ref. Date for Compliance against Flight Ops” parameter is set as "Start Date" in the Common Masters” business component, the system converts the 'Act. Start Date & Time' of the Task into its 'Server Date & Time' equivalent by considering the conversion factor available for the Execution Station of the task, in the “Common Masters” component. Example.
If the Ref. Date for Compliance is set as "End date", the system converts the 'Act. End Date & Time' of the Task into its 'Server Date & Time' equivalent.
In either cases mentioned above, the converted value is updated as 'Compliance Date & Time' in the “Track Maintenance Compliance History” page of the “Compliance Tracking & Control” business component.

Note: The update explained above does not happen, if the status of the task is changed from “Completed” to “Closed”.

Closure of Child Discrepancies for task closure:

If the process parameter "Mandate completion of related Discrepancies before closure of Inspection Tasks ?” associated to the 'Package Type' of the 'A/C Maint. Exe. Ref. Document' is set as "Yes", the system allows completion / closure of the task, only if all the child discrepancies associated to the Task are in terminating statuses i.e. “Closed", “Transferred", "Deferred" or "Cancelled".

If the process parameter mentioned above is set as "No", the system allows completion / closure of the task, irrespective of the status of the child discrepancies associated to the task

If the Execution Status of a task is set as “Cancelled”, the system checks for the existence of a duplicated task associated to the AME document, whose Tracking # matches with the Tracking # of the cancelled task.

1. If one such task exists, the system updates its Execution Status as “Planned”.
2. If more than one such task exist, the system updates the Execution Status of the first task as “Planned”. The Execution Status of the remaining tasks will be retained as “Duplicated”.

Note: The above update happens only if the 'Parent Task' associated to the 'Duplicate Task' has Execution Status set as "Planned" or "In-Progress".

When completion / closure of an 'A/C Maint. Exe. Ref. Document', results in auto-completion of the associated Tasks / Discrepancies, the system initiates the completion of the associated Discrepancies, before completion of the tasks associated to the 'A/C Maint. Exe. Ref. Document'.

Note: The above rule is applicable only if the 'A/C Maint. Exe. Ref. Document', is eligilble for completion / closure.

Completed Package status change validation:

For internal packages, the system allows you to change the status of the package / task from “Completed” to “In-progress”, only if:

The process parameter 'Allow re-opening of completed packages / tasks?' is set as “Allowed” for the Package Type in the “Set Process Parameters” page of the “Common Master” business component.

For external packages, you can change the status of the package / task from “Completed” to “In-progress” if:

The process parameter 'Allow re-opening of completed packages / tasks?' is set as “Allowed” for the Package Type in the “Set Process Parameters” page of the “Common Master” business component, and if:
Invoice is not raised against that AME #.
Completed Order / tasks status change validation:

For internal / external work orders, the system allows you to change the status of the work order / task from “Completed” to “In-progress”, if the process parameter 'Allow re-opening of completed orders / tasks?' is set as “Allowed” for the Shop Work Order Type in the “Set Process Parameters” page of the “Common Master” business component. This is true only if the following conditions are satisfied:

Internal work order:

Part # / Serial # change has not happened in the work order.
“Job Type’ of the Shop Work Order is other than “Make”.

External work order:

Invoice is not raised against that work order #.
Part # / Serial # change has not happened in the work order.
“Job Type’ of the Shop Work Order is other than “Make”.
Refer to the topic “Task Status Modification Check” for more details.
Process parameter dependency for component with empty mandatory positions: If the process parameter “Allow closure of Work Order when mandatory position(s) is/are empty for the main core?” under the entity type Work Order Type and the entity - all user defined Work Order types except '--All Work Orders--' is set as ‘1’/Yes in the Define Process Entities activity of Common Master, the users can close a work order for a component even if empty mandatory positions exist in the component. On the contrary, if the value of the process parameter is 0/No, you cannot close work orders against components with mandatory positions being empty.\
Pre-closes a Component Replacement task against which part return is pending, on the basis of the process parameter “Enforce Excess/Core Returns on order closure ?”defined under the entity type Shop Work Order and the entity User-Defined in the Define Process Entities activity of Common Master as illustrated in the next table

Process parameter value	Impact on task closure
1 / Yes	The system does not allow pre closure of the task, if the task has executed a component replacement transaction and part return is pending against the task.
0/No	The system pre-closes the task even if the task has executed a component replacement transaction and part return is pending against the task.

Enter the following fields in the “Update Work Hold” group box:

Note: Hold cannot be applied on tasks which are in “Closed”, “Pre-Closed”, or “Incomplete” status.

Hold Code

Use the drop-down list box and select the hold code associated to the ’hold’.. Mandatory. The system lists all the active hold codes for which the “Initiation Level” is set as “Execution” in the “Set Process Parameters” page in the "Define Process Entities" of the “Common Master” business component.

Ensure the following:

The code selected in this field is not a code that has already been applied on the task.
All the tasks under a SWO is put on hold when that SWO is put on hold.

Note that only tasks that are in “Planned”, “In-Progress”, “Completed” statuses can be put on hold.

By default, the system leaves the field blank.

Comments

Any comments related to the tasks that are on hold. (Alphanumeric, 20). Mandatory.

Note: When a Package # is put on hold, all the tasks under the package is also put on hold.

Click the “Hold” pushbutton to hold the task.

Note: Hold details can be recorded only for those tasks which are in “Planned” and “In-Progress” statuses.

Note: You cannot update the task plan or report the ‘Work Actuals’, when the ‘Transient Status’ of the task is “Hold” for which the Process Parameter “Stop Existing A/C Maint. Execution?” is set as “Yes".

Main Base Validation

Click the “Release” pushbutton to release the task.

Note: Ensure that your role has been mapped for releasing a hold and “All Roles” is specified as the value for the parameter “”Release Responsibility Roles’ in the “Define Process Entities” activity of the “Common Masters” business component.

The system performs the following:

Allows release of all the tasks if “All Roles” is selected as the value for the “Release Responsibility Roles” field in the “Define Process Entities” activity of the “Common Masters” business component.
Allows release of all the tasks if “All Roles” is selected as the value for the “Release Responsibility Roles” field in the “Define Process Entities” activity of the “Common Masters” business component.
Releases all the holds applied on the task if no value is selected in the “Hold Code” drop-down list box in the “Update Work Hold” section.
Main Base Validation

To proceed carry out the following:

Select the “Manage Employee Work” tab to map an employee to the task, and manage the work details of the employee.

Select the icon to expand the “Work Reporting” group box to view the link pages:
Select the “Record Part Consumption” link to record the part consumption details.

Refer to the “Aircraft Maintenance Execution” online help for more details.

Select the “Record Work Hold” link to record the details of the tasks that are on hold.
Select the “Report Fuel / Oil Log link to report fuel / oil log details

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Record Parameter Reading / Cond. Eval. Form” link to record the parameter values and conditional evaluation details of the parameters.
Select the “Record Resource Actuals” link to report or update the actual resource consumption as against the estimations made.

Refer to the “Shop Work Order” online help for more details

Note: This link is displayed only when “Component #” or “Part# / Serial #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Report Resource Estimates / Actuals” link to update resource actual information.

Refer to the “Flight Log” online help for more details.

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Record Sign-Off & Work Completion” link to authorize completion of tasks.

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Edit Work Estimates” link to estimate, update and confirm the part and resource requirements for a shop work order.

Refer to the “Work Monitoring & Control” online help for more details.

Note: This link is displayed only when “Component #” or “Part# / Serial #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Manage Routing” link to move or route a part from one work center to another work center or a repair agency.

Note: This link is displayed only when “Component #” or “Part# / Serial #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Issue Certificate of Maintenance” link to issue the certificate of maintenance (CoM) for the Execution Ref #.

Refer to the “Aircraft Maintenance Execution” online help for more details.

Note: This link is displayed only when “Component #” or “Part# / Serial #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Return Parts” link to return parts to the warehouse after completion of task.

Refer to the “Shop Work Order” online help for more details.

Note: This link is displayed only when “Component #” or “Part# / Serial #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Issue Certificate of Maintenance” link to record / print certificate of maintenance details.
Select the “Bulk Material Request” link to generate material request in bulk.

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Revise Deferral Limits” link for revision of the deferral limits.

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Create Maintenance Return” link to create a maintenance return document for the AME.

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Perform Opportunity Maintenance” link for performing opportunity maintenance in visit package, in order to carry out aircraft maintenance related activities planned in the near future, along with the scheduled maintenance activities.

Refer to the “Compliance Tracking & Control” online help for more details.

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Record Missing Part List” link to record details of parts that are missing from a component during execution of a shop work order

Refer to the “Shop Work Order” online help for more details.

Note: This link is displayed only when “Component #” or “Part # / Serial #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Record Part Deviation” link to record part deviation details.

Note: This link is displayed only when “Component #” or “Part# / Serial #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Attach Work Completion Reports” link to view details of completed tasks.

Note: This link is displayed only when “Component #” or “Part# / Serial #” is selected as the “Maintenance Object” in the “Search Criteria” group box.Attach Work Completion Reports.

Select the icon to expand the “Additional Info” group box to view the link pages:
Select the “Edit Task / Discrepancy Information” link to modify task / discrepancy details.

Refer to the “Shop Work Order” online help for more details.

Select the “Edit Package Additional Information” link to modiy additional information related to packaging.

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Edit Task Additional Information” link to capture the additional information for a task

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Edit / Authorize Labour Hours” link to modify / authorize labour hour details.

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Edit Work Order Information” link to modify the attributes of the work order during execution

Refer to the “Shop Work Order” online help for more details.

Note: This link is displayed only when “Component #” or “Part# / Serial #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the icon to expand the “Service Requests” group box to view the link pages:
Select the “Track Response” link to record details of any request raised by an employee and track the response to the requests.

Refer to the “Common Master” online help for more details.

Select the “Create Eng. Service Requests” link to create and confirm an engineering request (ESR).

Refer to the “Engineering Service Request” online help for more details.

Select the “View Eng. Advice Note” link to select an engineering advice note (EAN) for viewing.

Refer to the “Engineering Advice Note” online help for more details.

Select the icon to expand the “Others” group box to view the link pages:
Select the “View Task Info” link to view the details of the task.

Refer to the “Maintenance Task” online help for more details.

Select the “ View Discrepancy” Iink to view discrepancy information.

Refer to the “Discrepancy Processing” online help for more details

Select the “View Task Date & References” link to view details of reference documents and date of completion of tasks.

Select the “View Exec / Sign-Off Comments” to view details of sign-off on completion of tasks.

Note: This link is displayed only when “Component #” or “Part# / Serial #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “View A/C Maint. Exe. Ref. #” link to view the A/C maintenance execution reference details.

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Author Repair Procedure” to modify the non-standard task details.
Select the “View Comments Information” link to view comment information.

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Check Part Availability” link to view details of part availability in the warehouse.

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “View Associated Doc. Attachments” link to view the associated document attachments.

Refer to the “Object Attachments” online help for more details.

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Upload Documents” link to upload the documents.

Refer to the “Object Attachments” online help for more details.

Note: This link is displayed only when “Aircraft Reg #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the icon to expand the “Reports” group box to view the link pages:

Note: The “Reports” group box is displayed only if “Component #” or “Part# / Serial #” is selected as the “Maintenance Object” in the “Search Criteria” group box.

Select the “Manage Tear Down Report” to generate a report containing the details of the maintenance activities carried out on a part,

Refer to the “Shop Work Order” online help for more details.

Select the “Part Tag Report” link to tag the condition of a part.

Refer to the “Shop Work Order” online help for more details.