Assigning employees to CWO

This page helps you to assign employees for component work order execution. Tell me more.

Select the “Assign Employees” link at the bottom of the “Select Component Work Order” page.

The “Assign Employees” page appears.

The system displays the following:

Date & Time Format

The format in which the date and time fields are displayed. 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 details in the “CWO Details” group box:

Comp. Work Order #	The component work order for which you wish to assign employees.
CWO Description	The textual description of the component work order. Zoom facility available
Part #	The part number to which the component belongs.
Serial #	The serial number of the component against which the component work order is raised.

Enter the following field:

Task #	Use the drop-down list box to select the task for which you wish to assign employees. The system lists all the tasks that are associated to the component work order. The system displays the number as a combination of the task number and the sequence number.
	Leave this field blank to update the employee assignment details for the entire component work order.

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

Task Description	The textual description of the task. Zoom facility available
Work Center #	The number identifying the work center.
	If you have selected a task in the “Task #” field, the work center in which the task will be performed is displayed.
	If you have left the “Task #” field blank, the primary work center responsible for component work order execution is displayed.
Work Center Description	The textual description of the primary work center or the work center in which the selected task will be performed. Zoom facility available
CWO Status	The status of the component work order, which could be “Fresh”, “Scheduled” or “In Progress”.
Status	The status of the selected task.

Click the “Get Details” pushbutton to retrieve the employees that have already been assigned to the selected task.

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

Planned Start Date & Time	The date and time at which the task or the component work order execution is planned for start.
Planned End Date & Time	The date and time at which the task or the component work order execution is planned for completion.

Enter the following fields in the “Default Details” group box to specify the default details:

Default From Date & Time	The default starting date and time of assignment that you wish to specify for all employees listed in the multiline. You must enter the date and time in the valid date and time format.
Default To Date & Time	The default ending date and time of assignment that you wish to specify for all employees listed in the multiline. You must enter the date and time in the valid date and time format.
Default Duration / Day	The default duration of assignment that you wish to specify for all employees listed in the multiline (Decimal).
Validate Dates with Time Management	Use the drop-down list box to indicate whether the dates must be validated with the time management values. The system lists the options “Yes” and “No”. If you select “Yes”, the system checks whether the duration per day is not greater than the employee available hours for the given assignment date (s). The employee available hours is retrieved from the rota schedule or ‘Standard Work Calendar’ of “Common Master” business component.

The system displays the following fields in the “Employee Details” multiline, if employees have already been assigned.

Enter the following fields in the “Employee Details” multiline to specify the employee assignment details:

Employee #

The code identifying the employee that you wish to assign to the CWO - task or CWO (Alphanumeric, 40). Ensure that the employee code is already defined in the "Create Employee File" activity of the “Employee Information” business component and is in “Active” status. You cannot modify the employees that are already assigned for the CWO or CWO - task.

Help facility available

The system displays the following field:

Employee Name

The name of the employee you wish to assign.

Enter the following fields:

Time Unit	Use the drop-down list box to select the unit of measurement for the employee assignment time, which could be “Minutes”, “Hours” or “Days”. The system sets the field to “Hours” by default.
From Date	The date from which the employee is assigned to the CWO or CWO - task (Date Format). Mandatory. Ensure that the date entered is not earlier than the start date of the CWO - task or CWO. If you have not assigned employees then this field contains the planned start date of the CWO by default.
From Time	The time from which the employee is assigned to the CWO or CWO - task (Time Format). Mandatory. Ensure that the time entered is not earlier than the start time of the CWO - task or CWO. If you have not assigned employees then this field contains the planned start time of the CWO by default.
To Date	The date until which the employee is assigned to the CWO or CWO - task (Date Format). Mandatory. If you have not assigned employees then this field contains the planned end date of the CWO by default.
To Time	The time until which the employee is assigned to the CWO or CWO - task (Time Format). If you have not assigned employees then this field contains the planned end time of the CWO by default.

Note: Ensure that the end date and time is not earlier than the start date and time.

If the employee code gets repeated in the multiline, then ensure that the assignment dates entered for the employee do not overlap.

Duration / Day

The total number of hours for which the employee is assigned to the CWO or CWO - task in a day (Decimal). Ensure that the value entered is positive. If the duration entered is in “Minutes”, ensure that the conversion of minutes into hours is not greater than twenty-four.

Data entry in this field is mandatory when the value entered in “From Date” is defined as a ‘Holiday’ in the ‘Rota Schedule’ associated to the employee or as “Off – Days” in the ‘Standard Work Calendar’ of “Common Master” business component.

Note: If you leave this field blank, the system retrieves the ‘Available Hours’ of the employee from the employee calendar of the “Employee Information” business component. The available hours can be retrieved from the ‘Standard Work Calendar’ of “Common Master” business component.

The system displays the following fields:

Skill Code	The code identifying the skill to which the employee belongs.
Assigned Hours	The total number of hours for which the employee is already assigned to the CWO or CWO - task.

Check the box in the “Select” column of the multiline to edit skill requirements, view employee availability and view CWO-skill assignment details.
Click the Delete icon in the tool bar above the multiline, to delete the employees selected in the multiline.
Click the “Assign Employees” pushbutton to assign the employees to the component work order.

You can delete an employee who has been assigned to the work order. When you delete an employee, ensure that the employee actuals have not been reported in the “Component Work Reporting” business component.

The system assigns the employees to the selected CWO - task or the Component work order. The difference between the range of “From” and “To” dates is calculated and multiplied with the value entered in the “Duration / Day” field, to find out the currently assigned hours. The assigned hours is then added to the already assigned hours (if any) to calculate the total number of hours for which the employee is assigned.

The system ensures that there is no leave approved for any time duration or date falling within the date and time range required for performing the work order, if the current business component interacts with the “Employee Information” business component.

To proceed, carry out the following

Select the “Edit Resource Requirements” link at the bottom of the page to edit the resource requirement details.
Select the “View Employee Availability” link at the bottom of the page to view the employee availability details.

Refer the “Viewing employee availability – An overview” for more details.

Select the “View Employee Assignments” link at the bottom of the page to view the employee assignment details.

Refer the "Viewing employees assigned to CWO – An overview” for more details.

Select the “View Employee Loading” link at the bottom of the page to view the employee loading details.
Select the “View CWO – Skill Assignments” link at the bottom of the page to view the resource assignment details for the component work order.
Select the “View Resource Bottleneck Resolution” link at the bottom of the page to view the resource resolution details for the component work order.

Refer to “Capacity Planning” on-line for more details.

Assigning employees to CWO – An overview

This page allows you to assign the employee required for carrying out the component work order as well as for the tasks that are specified for the component work order. You can assign employees to the component work order selected in the “Select Component Work Order” page.

You can enter the employee assignment details by selecting the task associated to the component work order or the component work order itself. You can enter details such as the employee code, the name of the employee, the date and time from which the employee is assigned, the date and time till which the employee is assigned, time unit and the number of hours for which the employee is assigned in a day. You can assign the employee to the same task more than once on different assignment dates.

You can indicate whether the assignment hours must be validated against the employee available hours maintained in the rota schedule or ‘Standard Work Calendar’ of “Common Master” business component.

You can delete an employee who has already been assigned to the component work order. When you delete an employee, ensure that the employee actuals have not been reported in the “Component Work Reporting” business component.

What you can do in this page

Enter employee assignment details

You can enter the details of the employees that must be assigned to the component work order. You can select the task and enter the details.

Select the appropriate CWO - task in the “Task” drop-down list box.
Enter the employee assignment details in the “Employee Details” multiline.