Creating short term escalation for selected work units

In this page, you can specify the numbering type for the short term escalation number. Tell me more

Select the “Request Short Term Escalations” link in the “Select Work Units" page.

The “Request Short Term Escalations” page appears.

Note: The system retrieves only those short term escalation requests for the task that are in “Fresh”, “Confirmed” or “Processed” status.

The system displays the following field:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

The system displays the following in the “Short Term Escalation Details” group box:

Short Term Esc. Ref #	The number identifying the short term escalation. This is generated by the system, based on the numbering type selected.
Status	The status of the short term escalation request, which can be one of the following: Fresh, Confirmed or Processed.
Aircraft Reg #	The registration number of the aircraft

Enter the following field:

Numbering Type

Use the drop-down list box to select the numbering type for the short term escalation. The system lists all the numbering types in the “Active” status defined for the transaction type “Short Term Esc. Ref” in the “Create Numbering Class” activity of the “Document Numbering Class” business component, for the login organization unit.

Enter the following field in the “Default Details” group box:

Note: The values specified in the fields in the “Default Details” group box will be considered by the system only in the event of the user not specifying the fields in the “Task Details” multiline.

Reason Category	Use the drop-down list box to select the default reason category for the deferment of the work units displayed in the multiline. The system lists all valid reason categories in the “Active” status as defined in the “Create Deferral Reason Category” activity of the current business component.
Schedule Reset Basis	Use the drop-down list box to set the default basis for rescheduling the maintenance tasks. The drop-down list box displays “Last Schedule”, if the Schedule Reset Basis parameter in the Set Options activity is set to “Last Schedule”. “Actual Compliance”, if the Schedule Reset Basis parameter in the Set Options activity is set to “Actual Compliance”. Both of the above, if the Schedule Reset Basis parameter is left blank in the Set Options activity.
Escalate by FH	The default FH by which you want to escalate the execution of the tasks. Do not specify this field, if the task schedules are not tracked by FH in the maintenance program. Process parameter dependency
Escalate by FC	The default FC by which you want to escalate the execution of the tasks. Do not specify this field, if the task schedules are not tracked by FC in the maintenance program. Process parameter dependency
Escalate by Days	The default number of days by which you want to escalate the execution of the tasks. Do not specify this field if the task schedules are not tracked by calendar in the maintenance program. Process parameter dependency

Enter the following in the "Task Details" multiline.

Task #

The work unit for which deferment is requested

Help facility available

The "Task Details" multiline displays the following.

Due Date/Value

The original schedule date and NSV of FH and FC for the task.

Enter the following fields:

Reason Category	Use the drop-down list box to select the reason category for deferment of the work unit, Mandatory. The system lists all valid reason categories in the “Active” status as defined in the “Create Deferral Reason Category” activity of the current business component. If you leave this field blank, the system sets the field as the reason category selected in the “Default Details” group box.
Schedule Reset Basis	Use the drop-down list box to specify the basis for rescheduling the maintenance task. The drop-down list box displays “Last Schedule”, if the Schedule Reset Basis parameter in the Set Options activity is set to “Last Schedule”. “Actual Compliance”, if the Schedule Reset Basis parameter in the Set Options activity is set to “Actual Compliance”. Both of the above, if the Schedule Reset Basis parameter is left blank in the Set Options activity.
Escalate by FH	The FH by which you want to escalate the execution of the task. Do not specify this field, if the task schedules are not tracked by FH in the maintenance program. Process parameter dependency
Escalate by FC	The FC by which want to escalate the execution of the task. Do not specify this field, if the task schedules are not tracked by FC in the maintenance program. Process parameter dependency
Escalate by Days	The number of days by which you want to escalate the execution of the task. Do not specify this field if the task schedules are not tracked by calendar in the maintenance program. Process parameter dependency
Approval #	The number that identifies the document that contains the approval information (Alphanumeric, 15)
Approval Date	The date on which the short term escalation was approved (Date Format)
Requestor Comments	Any additional remarks pertaining to the short term escalation (Alphanumeric, 255)
Regulatory Authority	Use the drop-down list box to select the regulatory authority to approve the short term escalation. The system lists all the valid regulatory authorities that are defined in the “Create Regulatory Authority Codes” activity of the “Common Master” business component. The system leaves the field blank by default.

The system displays the following in the “Task Details” multiline:

Task Description	The short name/description of the task.
Part #	The part number of the component on which the maintenance activity is performed
Serial #	The serial number of the component on which the maintenance activity is performed
Component #	The code identifying the component on which the maintenance activity is performed
Maintenance Type	The type of the maintenance work, such as ”Overhaul”, ”Repair”, “Inspection” and “Others”, to be performed on component
Job Type	The job type of the work unit such as “Component Removal”, “Aircraft” and “On Wing”
Parent Task #	The parent/Block task of the task. The parent task displays only for a Base task.
Job Status	The Job Status of the task, such as “Pending” or “Allocated”.
Package #	The package to which the task is allocated for execution. This will be displayed only if the ‘Job Status’ is “Allocated”.
Eng. Doc #/Rev #	The engineering document and revision, if the task has a engineering document reference.

Note: The schedule date is displayed, either in GMT or local time, based on the options set in the “Time Zone” systems parameter.

Enter the following fields:

Limit Type

Use the drop-down list box to select the default type for deferment of the work units displayed in the multiline. The drop-down list box displays the following, if the ”Allow Infinite Short Term Escalation Limits?'” is set to "Yes" in the Set Options activity of the Compliance Tracking & Control component.

“Time Based”
“Usage Based”
“Time & Usage Based”
“Indefinite”

However, if the ”Allow Infinite Short Term Escalation Limits?" field is set to "No", the drop-down list box offers all the above options except “Indefinite”.

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

Requestor Name	The name of the login user
Requestor	The employee code of the login user

Enter the following fields:

Email

The email ID of the requestor (Alphanumeric, 30)

Work Phone #

The telephone number of the requestor’s work place (Alphanumeric, 30)

File Name

The document you want to attach to the short term escalation request..

Note that the document you want to attach to the document must have been previously uploaded into the application data base.

Help facility available

Check the box in the multiline, to select the work units for deferment.

Note: - Ensure that the “Short Term Esc. Policy” for the selected work units have been set to “Complete Unit” or “Constituent Unit” in the “Aircraft Maintenance Program” business component.

The “Record Statistics” group box displays the following.

Created by	The login ID of the user who created the short term escalation request.
Created Date & Time	The date and time when the short term escalation request was created.
Last Modified by	The login ID of the user who most recently modified short term escalation request.
Modified Date & Time	The date and time when the short term escalation request was most recently modified.
Confirmed by	The login ID of the user who confirmed the short term escalation request.
Confirmed Date & Time	The date and time when the short term escalation request was confirmed.

To display base tasks of task

Select the task for which you want to retrieve Base tasks in the “Tasks Details” multiline.
Select the “Get Base Tasks” pushbutton.

The base tasks appear under the parent task in the multiline.

Creating short term escalation

Click the “Create Request” pushbutton, to create the requisition for deferment of the selected work units.

The system creates the request for escalating the selected work units and generates the short term escalation number. The system sets the status of the short term escalation as “Fresh” and the transient status of the work units as “Pending Deferral”.

See the Scenarios that do not allow short term escalation of tasks.

Confirming short term escalation

Click the “Confirm Request” pushbutton, to confirm the short term escalation.

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 performs the following:

Confirms the request for short term escalation. The system sets the status of the short term escalation as “Confirmed” and the transient status of the work units as “Pending Deferral”.
Stores the name of the login user. The system stores the current server date as the confirmed date.
If the “Short Term Escalation Authorization for Aircraft Tasks” or “Short Term Escalation Authorization for Component Tasks” field is set as “Not Required” in the “Set Options” activity, the system performs the following:

Changes the status of the short term escalation to “Processed”, and the transient status of the work unit to “Deferred” and retains the job status as “Pending”.
Updates the usage based parameter values (if any) for the aircraft/component work units in “Review Fleet Maintenance Plan” page of the “Plan Aircraft Maintenance” activity and “Select Work Units for Opportunity Maintenance” page of the “Perform Opportunity Maintenance” activity.

Canceling short term escalation request

Click the “Cancel Escalation” pushbutton, to cancel the short term escalation.

Note: You can cancel a short term escalation only if the status of a request is “Fresh”. The status of the request remains "Fresh”.

To proceed, carry out the following

Click the “Edit Short Term Escalation Details” link at the bottom of the page, to define or edit the deferral limits for work units.
Click the “Upload Documents” link to store related documents into the application database.
Click the “View Associated Doc. Attachments” link to view documents from the application database.
Click the “View Task / Discrepancy References & Dates” link for details on maintenance program, source, execution, remaining times and relationship of tasks.
Click the “Consumption & Range Parameters (Aircraft)” link for details on consumption and Range parameters of the aircraft related to the task.
Click the “Consumption & Range Parameters (Component)” link for details on consumption and Range parameters of the component related to the task.

What you can do in this page

Specify the default reason category

Specify the regulatory authority for the short term escalation

Specify the default reason category

If a large number of short term escalations have the same reason category, you can set the default reason category for all the short term escalations. The system updates the reason category field (if it is left blank) in all the multiline rows, with the default value.

Select the default reason category in the “Reason Category” field in the “Default Details” group box.

On clicking the “Create Request” pushbutton, the system updates the reason category field, which is left blank in the multiline, with the default value.

Specify the regulatory authority for the short term escalation

You can select the regulatory authority to approve a short term escalation. You can select it from the list of regulatory authorities that are defined in the “Create Regulatory Authority Codes” activity of the “Common Master” business component.

Select the appropriate option in the “Regulatory Authority” field in the “Task Details” multiline.

Prerequisites

“Create Numbering Class” under the “Document Numbering Class” business component
“Create Deferral Reason Category” activity
“Create Regulatory Authority Codes” under the “Common Master” business component

Creating short term escalation for selected work units- An Overview

In this page, you can create a short term escalation for a selected work unit (s). You may wish to defer a work unit due to various reasons such as resource constraints, flying schedules of an aircraft and workload of an execution center. Each short term escalation must be accompanied by an appropriate reason and requires approval from a higher authority.

You can defer a work unit based on the time such as the number of days, or based on parameter values such as the flight hours and engine hours. You can also defer a work unit indefinitely. However, to defer a work unit indefinitely, you must set the “Indefinite Deferral” systems parameter as “Allowed” in the “Set Options” activity of the current business component. On approval of the short term escalation, the work unit is moved into the “deferral list”.

Statuses of a short term escalation

4 Fresh: When the short term escalation is created

4 Canceled: When the short term escalation is canceled. You can cancel a short term escalation in the “Fresh” status.

4 Confirmed: When the short term escalation is confirmed. You can confirm a short term escalation, which is in the “Fresh” status. This status indicates that the short term escalation is ready for further processing by the approving authority.

4 Processed: The status of the short term escalation after it is processed by the higher authority

You can specify the numbering type for the short term escalation number. You can specify the deferral type, that is, whether the deferment is indefinite, time-based or usage-based, or both. You can also specify the reason category and the regulatory authority for the deferment approval.

On creation, the system sets the status of the short term escalation as “Fresh”. The transient status of the work unit is changed to “Pending Deferral”. The system stores the name of the login user. It stores the current server date as the created date.

Scenarios that do not allow short term escalation of tasks

You cannot request for short term escalation of the following tasks,

A non-standard task or a task associated with a discrepancy.
A task with its source as aircraft maintenance program and the Short Term Esc. Policy attribute set to "Not Allowed".