Scheduling or rescheduling component work orders / tasks

This page allows you to schedule the component work orders and the tasks associated to it. Tell me more.

• Select the “Schedule / Reschedule Component Work Order” link under the “Component Work Order” business component.

The “Schedule Work Orders / Tasks” page appears.

The system displays the following:

• Enter the following fields in the “Search Criteria” group box:

Note: The system retrieves the component work orders in “Fresh” and “Authorized” status, irrespective of the option setting for “Authorization of Work Order” in the “Set Options” activity. Also only the work orders that are assigned to the login user for authorization in the “Work Flow Management” business component are retrieved.

The system retrieves only the component work orders in “Fresh”, “Scheduled” or “In Progress” status, and CWO, CWO – tasks with the authorization status “Authorized”, or “Authorization Not Required”.

• Click the “Search” pushbutton to retrieve component work order details.

• Enter the following fields in the “Schedule Options” group box:

Note: Ensure that the default planned start date and time is not later than the default planned end date and time.

Ensure that these fields are entered only when the “Planned Start Date”, “Planned Start Time” or “Planned End Date”, “Planned End Time” fields are left blank in the multiline.

If you have specified only the “Planned Start Date”, the system calculates the end date by adding the “Est. Elapsed Time” of the CWO to the “Planned Start Date”. Similarly, if you have specified only the “Planned End Date”, the system calculates the start date by subtracting the “Est. Elapsed Time” of the CWO from the end date.

Note: The system advances or postpones the planned start date by the number of days that you have entered in the above fields only for the CWO or CWO - task for which the status is “Scheduled”:

For a CWO or CWO - task that is in “In Progress” status, you can only postpone the execution.

•  Select the "Work Order Details" tab to schedule/reschedule tasks/work orders.

•  Select the “Gantt Chart” tab to schedule/reschedule tasks/work orders.

To schedule the work order

• Click the “Schedule” pushbutton to schedule the selected component work order or CWO - task.

The system performs the following after clicking the “Schedule” pushbutton:

• For a “Fresh” and “Authorized” component work order, the system sets the status as “Scheduled” and the re-schedule count as “0”. The name of the user who scheduled the CWO or CWO - task is also stored.

• For a “Scheduled” and “In Progress” component work order, the system retains the status and increments the existing re-schedule count.

• Ensures that there exists a valid CAPEX proposal number for the CWO, if the expense type of the CWO is “Capital” and if the current business component interacts with the “Asset Planning” business component.

• Posts the comitted amount of the Estimated Total Cost of the Work order in “Asset Planning” business component, against the CAPEX proposal number defined for the CWO with expense type as “Capital”.

• Ensures that the total estimated cost of the CWO is lesser than the available amount for disbursal against the CAPEX Proposal number, if the CWO has reference to CAPEX proposal number and if the current business component interacts with the “Asset Planning” business component.

• If the reschedule count for the CWO-task is “0” for atleast one task, the system updates the estimated cost for all the tasks for which the reschedule count is “0” as the committed amount against the CAPEX proposal number in the “Asset Planning” business component, if the CWO has a reference to the CAPEX proposal number and the current business component interacts with the “Asset Planning” business component.

• For customer based CWO, the system compares the issue warehouse corresponding to the Work Center # with the list of warehouses mapped to the customer in “Storage Administration” business component. If the issue warehouse of the selected work center is available in the list of warehouses then that warehouse will be considered for the CWO. Else the first warehouse available in the list of warehouses mapped for the customer in “Storage Administration” business component will be considered for the CWO.

Note: The system identifies the warehouse based on the work center – warehouse mapping and part type defined in the “Work Center” business component, if the CWO doesn’t have any customer order reference.

• Ensures that the authorization status of the CWO/CWO-task is “Authorized”, if the job type of the CWO is ‘Component’ and if the user has set the ‘Authorization of Work Order’ flag as “Required” in the “Set Options” activity of the “Component Work Order” business component.

Note: The system checks that the CWO is in ‘Authorized’ status before scheduling, if the job type of the CWO is other than “Component” and if the “CWO Authorization Reqd.? field is set as “Yes” in the “Identify Non-Component Maintenance Objects” activity of the “Aircraft” business component.

• If the job type is specified as “Make”, the system considers the make part number as the core returnable part and updates the make quantity as “Pending Return Quantity”. All the other parts which are issued as core-returnable and that are not consumed, are considered for excess returns.

• If you have set the “Auto” option of reserving the material for CWO during scheduling in the “Set Options” activity, the system automatically reserves the parts of planning type “Disposition” for the selected CWO - task or CWO. If the scheduled quantity of a disposition part is not available in the warehouse, the system reserves the available quantity and raises a purchase request for the remaining quantity. For more details on disposition parts reservation refer the “Planning material for CWO – An overview”.

• When a component work order is scheduled, all the tasks associated to it attain the status “Scheduled”. If at least one task is scheduled in the CWO, the status of the CWO is also changed to “Scheduled”.

• If the job type is “Component” or “Piece Part”, and if there exists some parts with material type as “Main Core”, the system issues the main core automatically against the CWO only if the “Main Core Issue” is set as “Required”.

• If the job type of the CWO is “Make”, the system considers the “Make Part #” as the core returnable and updates the make quantity as the pending return quantity. Also, the system considers all the parts that are issued but not consumed as the “Excess Returns”.

• If the job type is “Component”, the system dissociates the component work order to the sub-task level and updates the sign-off requirement details as explained below:

• For each sub-task of a non-standard task existing in the component work order, the system updates the sign-off requirement details based on the Set Options defined for Component Work Order in Maintenance Task  explained as follows:

1. If the default “Resource Group” for Component Work Order is set as “Mechanic” in the Maintenance Task Set Options” of “Maintenance Task” business component, the system updates the sign-off requirement details in the “Mechanic Sign-Off Recording” multiline in the “Record Employee Timesheet for Comp. Work Orders” page of the “Component Work Reporting” business component.

2.  If the default “Resource Group” for Component Work Order is set as ‘Inspector” or “Mechanic & Inspector” in the Maintenance Task Set Options” of “Maintenance Task” business component, , the system updates the sign-off requirement details in the “Work Unit Details” multiline in the “Record Inspector Sign-Off” page of the “Component Work Reporting” business component.

2. For each sub-task of a regular or standard task existing in the component work order, the system updates the sign-off requirement details as explained below:

1. If the “Resource Group” is set as “Mechanic” or “Mechanic and Inspector” for the sub-task in the “Edit Resource/Sign-Off Requirements” page of the “Maintenance Task” business component, the system updates the sign-off requirement details in the “Mechanic Sign-Off Recording” multiline in the “Record Employee Timesheet for Comp. Work Orders” page of the “Component Work Reporting” business component.

2. If the “Resource Group” is set as “Inspector” or “Mechanic and Inspector” for the sub-task in the “Edit Resource/Sign-Off Requirements” page of the “Maintenance Task” business component, the system updates the sign-off requirement details in the “Work Unit Details” multiline in the “Record Inspector Sign-Off” page of the “Component Work Reporting” business component.

• On scheduling of work orders, the system generates a material request automatically and issues documents based on the option settings in “Component Work Order” and “Logistics Common Master” business component. If the option is set to “Direct issue against work order” in the “Logistics Common Master” business component, the system generates an issue document. If the option is set to “Issue against request”, the system generates a material request first and then generates an issue document against the request.

• If the “Reservation of parts on scheduling” option is set as “Yes” in the “Set Options” activity, the system confirms reservation of all parts with planning type set as “Disposition”.

• If the “Issue route” is set as “Through MR” in the “Logistics Common Master” business component, the system generates an MR and reserves/allocates for the part requirement only if the part is not a “core return” part.

• The class of the MR is set as “Maintenance” and the type of the MR is set as “Planned”. The system updates the requested quantity for each component work order and task referenced in the MR.

• If the “Auto creation of material request on scheduling” option is set as “Main Core Only” or “For main core and regular parts” in the “Set Options” activity, the system automatically generates a material request based on the selection..

• If the “Distinct Material Request  for Main Core” option is set as “Required” in the “Set Options” activity, the system generates a separate maintenance request document for main core components and regular components. In such cases, the system updates the value of “Substitute Type” as “Not Allowed” and “Requirement Type” as “Specific”, in the “Plan/Request Material” activity.

• If you have entered values in the “Advance All by (days)” and “Postpone All by (days)” fields, the system will advance or postpone the planned start date of the CWO/task only if the user has not entered any new value in the planned start and end dates.

• Updates the schedule date and time of the tasks,if the planned start date or planned end date of the component work order is advanced or postponed.

Note: If you have selected the “AOG” option for the component work order and if the planned start date is earlier than the system date, the system sets the priority for the material request as “AOG”. Otherwise, the priority is set as “Normal”.

For component work orders for which “AOG” option is not selected, the priority of the material request is always set to “Normal”.

Note: 1) The system does not create a material request for “backflushable” parts. 2)2) The system does not automatically generate material request for those Regular parts that are “Not Effective” or “Conditional Effective” for the parent part/component in the CWO.

Rescheduling CWO

On component work order rescheduling, the system reschedules the tasks and increments the reschedule count of the tasks and changes the dates. If the “Retain Assignments on Re-Scheduling” option is set as “Yes”, the system retains the assignments with the newly scheduled dates otherwise the assignments are removed.

Updating parts reservation details

If the “Reservation of Parts on Scheduling” option is set as "Yes" in the “Set Options” activity, then depending upon the part requirements , reservation of all the parts with “Planning Type” set as “Disposition” is confirmed in the “Stock Planning” business component. The new parts that are added after scheduling are also considered for reservation.

Auto reservation

If the “Auto Creation of Material Request” option is set as “On Scheduling” in the “Set Options” activity, the system automatically generates Material Request. The material request is also generated for the parts that are newly added after scheduling or incremented after the latest scheduled date. The material request generation is based on the options set for material request in the “Set Options” activity.

Auto assignment

If the “Assignment of Resources” field is set as "Automatic", then depending upon the resource requirements the system automatically assigns resources to the CWO or the CWO – tasks.

To import from Microsoft Project

• Click the “Import From MSP” pushbutton to import the schedule details of the CWO from Microsoft Project into the application.

Note: Microsoft Project must be installed in the system, if the user wants to import the schedule details into the application.

While importing, the system ignores the new tasks that were added in the project during scheduling.

To cancel CWO

• Click the “Cancel” pushbutton if you wish to cancel the selected component work order or CWO - task.

The system sets the status of the selected component work order or CWO – task to “Cancelled”. If “Process All” check box is checked, the system sets the status of all the component work orders listed in the multiline to “Cancelled”.

• On cancellation of the CWO, all the tasks associated to it attain the “Cancelled” status. When all the tasks are cancelled, the status of the CWO is changed to “Cancelled”.

• The system short closes the material requests raised against the component work order or task number if no material is issued against the same and updates the status of the material request as “Short Closed” in the “Material Request” business component. The system updates the status of the stock issue and stock transfer issue documents existing in the “Fresh” or “Draft” status for the short closed material request, to “Cancelled”. The system also updates the status of the stock transfer documents existing in the “Draft”, “Fresh” or “Authorized” status to “Cancelled”.

• The system cancels all the disposition or allocation entries made for the parts reservation

• On cancellation of the CWO of type “Capital”, if the reschedule count for any of the CWO-Task is greater than 0, the committed amount gets re-initialized if the current business component interacts with the “Asset Planning” business component.

To hold CWO

• Click the “Hold” pushbutton to hold the selected component work order or CWO task.

Note: This action is workflow-enabled. Notification messages can be sent as per the settings you have defined in the "Workflow Management" business component.

The system sets the transient status of the component work order as “Hold”.

To release CWO

• Click the “Hold - Release” pushbutton to release the selected component work order or CWO task.

You can release only the component work orders or CWO – tasks in “Hold” transient status.

To export into Microsoft Project

• Click the “Export To MSP” pushbutton to export the schedule details of the CWO to Microsoft Project.

The system exports the schedule details of the CWO to Microsoft Project.

To proceed, carry out the following

• Select the “Authorize CWO” link at the bottom of the page to authorize the component work order.

• Select the “Edit CWO” link at the bottom of the page to edit the component work order.

• Select the “Plan/Request Material” link at the bottom of the page to plan the material required for the component work order execution.

• Select the “Assign Employees” link at the bottom of the page to assign employees to the component work order.

• Select the “Edit Delays” link at the bottom of the page to update the delay information for the selected component work order or CWO - task.

• Select the “View Component Maintenance Parameters” link at the bottom of the page to view the component maintenance parameter details for the selected component work order.

• Select the “View Component Work Order-Task  Status History” link at the bottom of the page to view the work order status history for the selected component work order or CWO - task.

• Select the “View Component Work Order Rescheduling History” link at the bottom of the page to view the work order rescheduling history for the selected component work order or CWO - task.

• Select the “View Employee Assignments” link at the bottom of the page to view the employee assignment details for the selected component work order or CWO - task.

• Select the “View Resource Assignments” link at the bottom of the page to view the resource assignment details for the selected component work order or CWO - task.

• Select the “Plan Capacity” link at the bottom of the page, to plan and schedule execution of customer orders/maintenance objects.

Refer to the “Capacity Planning” online for more details.

• Select the “View Capacity Plan Execution Strategy” link at the bottom of the page, to view the capacity plan execution strategy.

Refer to the “Capacity Planning” online for more details.

• Select the “View Material Request Details” link at the bottom of the page to know about the Material Request details associated with the work order.

Refer to the topic “Viewing material plan for a CWO – An overview” for more details.

• Select the “Review Work Center Load” link at the bottom of the page to know about the jobs scheduled for execution in the work center during the specified period.

Scheduling component work orders or tasks – An overview

Scheduling of component work orders and tasks associated to them can be carried out in this page.

You can

• Schedule the component work orders that are in "Fresh" and "Authorized" statuses.

• Reschedule the component work orders that are in "Scheduled" and "In Progress" statuses.

You can specify the planned start and end dates, planned start and end time for the component work orders and tasks along with the schedule remarks.

Rescheduling of work orders is done when there is an unexpected delay in the CWO or task execution, or when the planning of component work order gets changed. This page enables you to reschedule the CWO or CWO - task. If the component work order is in “Scheduled” status, before execution, it can be rescheduled in this page. You can also reschedule the CWO that is in “In Progress” status. In both the cases, after rescheduling, the status remains as “Scheduled” or “In Progress”, and only the 'reschedule count' is modified. The 'reschedule count' is the number generated by the system when a CWO or task is rescheduled.

In this page, you can schedule a component work order many times. The system sets the reschedule count of the CWO or task as “0” for the first time when it attains the “Scheduled” status. The reschedule count gets incremented for the consecutive rescheduling of CWO or task. Bulk advancement or postponement of the component work orders can be done in this page.

If you have set authorization as 'mandatory' in the “Set Options” activity, the component work order can be scheduled only after authorization.

When a work order is scheduled, parts estimated for the work order or task can be automatically reserved, based on the option settings. For the component work order, if the main core issue is set as required and automatic material request creation is set in the option setting, material request and stock issue is created automatically. If “automatic reservation of parts on scheduling” is set to “Yes” in the "Set Options" activity, the system reserves disposition parts and allocates non-disposition parts for the CWO or task. The new parts that are added after scheduling are also considered for reservation. If the scheduled quantity of a disposition part is not available in the warehouse, the system reserves the available quantity and raises a purchase request for the remaining quantity. The material request is also generated for the parts that are newly added after scheduling or incremented after the latest scheduled date. For more details on disposition parts reservation refer the topic “Planning material for CWO – An overview”.

If you have set the option of validating the task sequencing in the “Set Options” activity, while scheduling ensure that the start date of the selected task is not earlier than the start date of the preceding task or the task with the lesser sequence number.

You can specify the code identifying the delay reason, the date at time at which the delay was reported, the date and time till which the delay persisted, the time unit and the exact duration of the delay. All these details can be specified at the CWO - task or CWO level.