Initial Workscoping

It is essential to define the scope of work in the Shop Work Order. In this tab, you can define workscope by adding and reviewing tasks in the Shop Work Order. During removal of parts / components, Child Work Orders are generated based on the selected ‘Initial Disposition’. This tab allows you to define workscope of Child Work Orders that are generated.

The Child Work Orders can also be released for execution from this tab. In addition, workscope of the Parent Shop Work Order can also be modified using this tab.

Select the “Initial Workscoping” tab in the “Record Shop Execution Details” page.

A tree structure is displayed in the left pane, with “Shop Work Order” as the parent node which is displayed in expanded state. This is a static node under which all the shop work orders that match the search criteria are displayed in collapsed state. Under each shop work order, the system displays their child work orders under the following folders:

Pending Initial Workscoping: All child work orders which do not have any task, discrepancy or non-routine are displayed under this node.
Pending Estimates: The system displays all the child work orders whose 'Shop Work Order Type' has the parameter 'Enforce confirmation of estimations on release?' set as "Required" in the “Set Process Parameters” page of the Common Master”, and the Estimates which are not confirmed for at least one task.
Pending Release: In this node, the system displays the child work orders that satisfy one of the following conditions:

- The parameter 'Enforce confirmation of estimations on release?' must be set as either "Not Required" or "As Required" for the ‘Shop Work Order Type’ in the “Common Master” business component, Estimates are not confirmed and the Work Order is not released for execution
- Estimates for the Shop Work Order are confirmed and the Work Order is not released for execution.

Released: The child work orders that are released for execution are displayed under this node.
Exchanged Items: The child work orders that are de-linked from parent work order by exchange orders are displayed here.

The tree structure is as follows:

Tree Structure:

- Shop Work Order

- SWO #1 :: Part # :: Serial # :: Part Desc.

- Pending Initial Workscoping

- Child SWO # :: Part # :: Serial # :: Part Desc.

- Pending Estimates

- Pending Release

- Released

- Exchange Items

- Pending Initial Workscoping

- Child SWO # :: Part # :: Serial # :: Part Desc.

- Pending Estimates

- Pending Release

- Released

- SWO #2 :: Part # :: Serial # :: Part Desc.

The work order tree displays the context work order alone expanded till the leaf level. The other work orders, if applicable, are not expanded. In the tree structure above, the system displays “Mfr. Part # - Mfr. #” combination, if the parameter “Enable Manufacturer Part # control in transaction” under the Category ‘Manufacturer Part #’ is set as “Yes” in the “Set Inventory Process Parameters” activity of the “Logistics Common Master” business component. If the parameter is set as “No”, the system displays “Part #”.

Note: In a node, if value is not available in any position, the system indicates it by displaying [NA] in the format above.

Tree Search:

You can perform various operations like expanding nodes in the tree, collapsing the nodes and other search operations, using various icons displayed in the left pane. These icons are explained in the table.

On clicking “Go”

When a value e.g. “Part # / Serial” # is selected in the ‘Search On’ drop-down list box, and a part number and a serial number are entered in the editable boxes provided alongside, on invoking “Go” or pressing ‘Enter’ key, the system retrieves and displays all the shop work orders whose part # / serial # match the entered value, and that are in “Planned”, “In-Progress” and “Completed” status.

Note: Only the shop work orders with 'Work Centers' for which the login user has access privileges identified in the “Work Center” business component.

On selecting a child shop work order node in the tree:

When you select a child shop work order # node in the tree, the system performs the following:

Transfers the details of the corresponding parent shop work order to the “Execution Details” section, and the main core details to the “Main Core Details” section.
Displays the child work order details in the “Due List” tree in the right pane.
On clicking the “Transfer” icon, the system transfers the task / discrepancy details of the of the selected Tasks/ Discrepancies from the “Due List” tree, to the multiline.

Right pane – Execution Details

In the right pane, the system displays the following details of the parent shop work order, in the “Execution Details” group box:

SWO #	The number identifying the context shop work order. If a context work order reference is available or if only one work order is retrieved in the tree, the work order reference is displayed here.
Event #	The event number of the context shop work order.
Primary Work Center	The primary work center of the context shop work order.
Status	The status of the context shop work order, which could be “Planned”, “In-Progress” or “Completed”.
Job Type	The job type of the shop work order, which can be “Component”, “Piece Part”, “Facility”, “Engine”, “Make”, “Project” and “Miscellaneous”.

Main core details

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

Part #	The code identifying the main core part of the context shop work order.
Serial #	The serial number of the main core part of the context shop work order.
Mfr. Part #	The code identifying the Manufacturer Part # of the main core part of the context shop work order.
Mfr #	The code identifying the manufacturer of the main core part.
Lot #	The lot number of the main core part.
Qty.	The quantity of the main core part.
Mfg. Serial #	The serial number issued by the manufacturer of the main core part.
Mfg. Lot #	The lot number issued by the manufacturer of the main core part.
Facility Object #	The code identifying the facility object. A facility object refers to a facility that is already defined in the Work Center business component or a part that is already defined in the “Part Administration” business component.
Facility #	The code identifying the facility. A facility is a tool or equipment used to execute maintenance jobs on aircraft and aircraft-related components.
Description	The textual description of the facility.
Component #	The code identifying the main core component.
Multiple Cores?	Indicates whether multiple parts are associated to the same work order. The system displays the options “Yes” or “No”.
Main Core Status	The status of the main core component, which could be “Not Applicable”, “Pending Issue”, “Issued”, “Ext. Routed”, “Ext. Routed BER” or “Ext. Routed Exchange”.
Part Desc.	The textual description of the main core part.

Customer Order Details

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

Source Cust. Order # / Rev #	The code identifying the source customer order of the context shop work order and the revision number of the source customer order.
Customer #	The code identifying the customer of the source customer order. Click the data hyperlink to view the customer record.
Exchange Order #	The code identifying the exchange order applicable to the shop work order.
Final Movement	The location where the main core must be returned after the entire work is completed. The system displays one of the following options concatenated with the location (i.e. Work Center # / Warehouse #) to which the main core is returned: Not Applicable Return to specified WH Return to specific Work Center Return to Prime WC Return to Top Assy. WC Return to org. WC Return to A/C Return to Supplier Return to Customer Return to Customer Consignment
Prom. Del. Date	The promised delivery date in the customer order.

Workscoping Order Details

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

SWO #	The SWO Type and SWO # of the Work Order for which workscoping is being done
Order Description	The textual description of the Workscoping Work Order.
Order Status	The status of the Workscoping Work Order.

Due List Tree

In this section, a tree structure is displayed with the Work Order, for which workscoping is intended (Workscoping Work Order), as a parent node. The tasks, discrepancies and sub assemblies under the Work Order are displayed as child nodes. The folders displayed under each Work Order are as follows:

1. Tasks: The system displays the tasks that are available in the 'Pending Tray' of the Component of the Workscoping Work Order and satisfying the following conditions:

a. Task must not have an Engineering Document as reference.

b. If 'Planned Start Date' of the Task is not available, Schedule Date of the tasks must be earlier than or equal to the horizon date, where

Horizon Date = Current date + Planning Horizon (Days) (Pop-up- ‘Planning Horizon (Days)’ is a parameter set for the Entity '--All Work Order--SWO' in the “Common Masters” business component.)

c. 'Planned Start Date' if available for the task, must be earlier than or equal to the horizon date.

2. Eng. Docs: The system displays the tasks that are available in the 'Pending Tray' of the Component of the Workscoping Work Order and satisfying the conditions mentioned for the “Tasks” folder, except that the tasks displayed here must have an Engineering Document as reference.

3. Discrepancies: The system displays the discrepancies that are reported on the Component # of the Workscoping Work Order and satisfying the following conditions:

a. Discrepancies that do not have 'Planned Date’, but have 'Scheduled Date' earlier than or equal to the horizon date.

b. Discrepancies having 'Planned Date' earlier than or equal to horizon date.

4. Applicable Tasks: The tasks that’ satisfy the following conditions, are displayed under this node:

1. Tasks having Part # / Mfr. Part # - Mfr. # combination, in its 'Part Effectivity' list. (Part Effectivity of the Task is defined in the “Aircraft” and “Maintenance Task” business component).
2. Tasks having Prime Part # of the Part # / Mfr. Part # - Mfr. # combination in its 'Part Effectivity List'.
3. For the WBS code mapped to the task in the “Common Masters” business component, the parameter 'Workscoping Element?' must be set as "Yes" and the parameter 'WBS Level' must be set as other than "Leaf".
4. Only the Tasks, for whose WBS code, the parameter 'WBS Level' is set as "Root", are displayed at first level under this node. The tasks and the 'Related Tasks' defined in the Repair Scheme are retrieved and displayed at second level, if for the WBS code mapped to the Related Tasks, the parameters 'Workscoping Element?' is set as "Yes" and 'WBS Level' is set as "Intermediate".

5. Unprocessed Tasks: In this folder, the system displays all the tasks available in the parent shop work orders of all level, with ‘Separation Rule’ as “As Required” and satisfying the following conditions:

1. Displays the tasks with Part # / Mfr. Part # - Mfr. # same as the Main Core Part # / Main Core Mfr. Part # - Mfr. #of the current SWO.
2. Displays the tasks with Part # / Mfr. Part # - Mfr. # available as an alternate Part # to the Main Core Part # / Main Core Mfr. Part # - Mfr. # of the current SWO, if
1. - Main Core Part # does not exist in any 'Active' Master Sequence # in the “Maintenance task” business component.
  - Main Core Part # exist in an 'Active' Master Sequence #, and if the Part # of the task also exists in the same Master Sequence #.

6. Sub Assemblies: All the sub-assembly components of the main core component of teh Workscoping Work Order are displayed under this node in the format “Part # :: Serial # or Mfr. Part # :: Mfr. # :: Serial #”. Under each Subassembly Part # / or Mfr. Part # - Mfr. #, the folders ‘Tasks’, ‘Eng. Docs’, ‘Discrepancies’, ‘Applicable Tasks’, 'Unprocessed Tasks' and ‘Sub Assemblies’ are displayed, with respective values under each folder.

The “Due List” tree structure is as follows:

- SWO #1 :: Part #1 :: Serial #1

- Tasks

- ATA # :: Task # :: Task Desc. # :: Rem. Times

- Eng. Docs

- ATA # :: Task # :: Task Desc. # :: Rem. Times :: Eng. Doc.

- Discrepancies

- ATA # :: Discrepancy # :: Discrepancy Desc. # :: Rem. Times

- Applicable Tasks

- ATA # :: Task # :: Task Desc.

- Unprocessed Tasks

- ATA # :: Task # :: Task Desc. :: Part # :: Part Desc.

- Sub Assemblies

- Part # :: Serial # :: Part Desc.

+ Tasks

+ Eng. Docs.

+ Discrepancies

+ Applicable Tasks

+ Unprocessed Tasks

+ Sub Assemblies

- SWO #2 :: Part #2 :: Serial #2

- SWO #3 :: Part #3 :: Serial #3

On selecting a node e.g. task or a discrepancy, and clicking the “Transfer” icon, the system transfers the task / discrepancy details to the multiline.

Transfer details

Click the ‘’ icon to transfer the task details from the “Due List” tree to the “Task Details” multiline.

When you select a node in the “Due List” tree and click the ‘Transfer’ icon mentioned, the system transfers the task, discrepancy and sub assembly details from the tree to the “Task Details” multiline.

Display Option

The system displays either Workscoping, Non-Standard and Operation Tasks based on the Display Option as follows:

Select one of the following radio buttons above the multiline:

Display Option

Select one of the following radio buttons to display the task details in the multiline:

Workscope Items – Select this radio button to retrieve and display only those tasks available in the shop work order, for which the process parameter ‘Workscoping Element?’ is set as “Yes” for the WBS (Work Breakdown Structure) code mapped to the task, in the “Set Process Parameter” page of the “Common master” business component.
Additional Items – Select this radio button to retrieve and display the non-routine tasks and discrepancies that are available in the shop work order.
Detailed Items - Select this radio button to retrieve and display only those tasks and non-routines available in the shop work order, for which the process parameter ‘Execution Operations?’ is set as “Yes” for the WBS code in the “Common master” business component. The discrepancies that are available in the shop work order are also displayed.

The Ssystem will default “Workscope Items” after transferring the Tasks from the Due List tree.

Task details

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

M (Mandatory)	Indicates whether the task is mandatory or not. The system displays ‘Y’ indicating “Yes” or ‘N’ indicating “No”.
S (Separated)	Indicates whether the tasks can be moved from the parent work order to the child work order or not, when child work orders are created during removal of a part. The system displays the value ‘Y’ which refers to “Yes” or ‘N’ which refers to “No”. On clicking the “Prepare Work Scope” pushbutton, the system updates ‘Separated’ as “Yes”, for the tasks modified or added to the SWO, if the Part # / Mfr. Part # - Mfr. # combination entered in the multiline is different from the Main Core Part # / Mfr. Part # - Mfr. # combination of the Shop Work Order. For tasks retrieved from repair scheme, the system updates ‘Separated’ as "Y", only if the Job Type of the corresponding task is set as "Off-wing".
EF (Execution Facility)	The execution facility of the task. The system displays ‘I’ indicating “Internal” or ‘E’ indicating “External”.
ES (Estimation Status)	The estimation status of the task. The system displays the following values: ‘NR’ – Not Required ‘PE’ – Pending Estimates ‘CE’ – Confirmed Estimates
TS (Task Status)	The status of the task, which could be one of the following: ‘DR’ - Draft ‘FR’ - Fresh ‘PN’ - Planned ‘IP’ – In-progress ‘CM’ - Completed ‘CL’ - Closed ‘PC’ - Preclosed ‘CN’ - Cancelled

Enter the following field in the “Task Details” multiline:

The sequence number of the task in the shop work order. (Integer). A positive integer must be entered here. This number must be unique.

The sequence number of the task must not be modified on following conditions:

If the Part # and the Task # are available in the same ‘Seq. Control #’ in the “Manage Unified Task Sequence” page of the “Maintenance Task” business component.
If the 'Rep. Seq. #' of the Task # in the “Manage Unified Task Sequence” page is same as the 'Orig. Rep. Seq. #' in the current page.
If the option 'Seq. Modification' is set as "Not Allowed" in the “Sequence Tasks” tab page of the “Manage Unified Task Sequence” page.

The system displays the following field in the multiline:

O. Seq #

The sequence number of the task, defined in the repair scheme.

Enter the following fields in the multiline:

Note: The system displays the “Mfr. Part #” and “Mfr. #” fields, and hides the “Part #” field in the multiline, if the parameter “Enable Manufacturer Part # control in transaction” under the Category ‘Manufacturer Part #’ is set as “Yes” in the “Set Inventory Process Parameters” activity of the “Logistics Common Master” business component. If the parameter is set as “No”, the system displays only the “Part #”.

Task #	The code identifying the task / discrepancy that needs to be added to the Workscoping Work Order. You must enter the task number, if the task description is not entered. The task number entered here must be defined in the “Maintenance Task” business component, and must have at least one revision in ‘Active’ status, with ‘Task Applicability’ set as either “Component” or “Engine”. For the WBS cod mapped to the task number entered here, the process parameter ‘Workscoping Element?’ must be set as “Yes” in the “Set Process Parameter” page of the “Common master” business component. If 'Job Type' of the Shop Work Order # is other than "Project" and "Miscellaneous", the Task # entered must be effective to the Part # / Mfr. Part # - Mfr. # combination that is available in the same row. Further, if Job Type of the shop work order is ‘Make’, Operations Type of the task must also be ‘Make’. Help facility available.
Task Desc.	The textual description of the task / discrepancy. Note: To create a Non-Standard Task, enter ‘Task Desc.’ and ‘ATA #’ and Prepare Workscope.
ATA #	The ATA chapter to which the task / discrepancy belongs. (Alphanumeric, 16). The ATA chapter must have already been defined in the “Create ATA Chapter” activity of the “Aircraft” business component and the status of the ATA chapter must be “Active”. The ATA number must be specified, if the task number is not specified.
Mfr. Part #	The number assigned to the part, by the manufacturer of the part on which the task needs to be executed. The manufacturer part number entered here must be defined in the “Part Administration” business component. Help facility available.
Mfr. #	The code identifying the manufacturer of the part. Data entry in this field is mandatory, if the manufacturer part number is specified and it is available with more than one combination of Mfr. #. The manufacturer number entered must satisfy the following conditions: Must be valid for the manufacturer part number entered. It must be an ‘Active’ Manufacturer # defined in the “Aircraft” business component or an ‘Active’ Supplier # with ‘Supplier Class’ set as “Manufacturer” in the “Supplier” business component. Help facility available.

Note: The 'Reference Status' of the Mfr. Part # - Mfr. # combination must be defined as “Active” in the “Part Administration” business component.

Part #	The code identifying the part on which the task needs to be executed. The part number entered here must be defined in the “Part Administration” business component, with ‘Reference Status’ set as “Active”. Part Effectivity check: If WO Class for the Shop Work Order # is “External”, when a task is added, if the Part # / Mfr. Part # entered is different from the Main Core Part # of the SWO #, the entered Part # must be available in the 'Part Effectivity' list of the Contract # which is associated to the SWO #. Note: If the entered Part # / Mfr. Part # is not available in the 'Part Effectivity' list of the Contract # of the SWO #, the Part # must be identified in the 'Part Effectivity' list of any other Contract # which is in “Approved” status. Help facility available.
Serial #	The serial number of the part. The serial number enter must be defined as ‘Active’ for the part # / Mfr. Part # - Mfr. # combination, in the “Aircraft” business component. Help facility available.
Remarks	Any additional remarks related to the workscope definition.
Rep. Classification	Use the drop-down list box to specify the repair classification in order to differentiate the tasks which are over and above the contract (COA - Contract Over and Above) between the operator and the MRO. The system lists all the ‘Active’ quick codes of type “Repair Classification” defined in the “Maintenance Task” business component. The system leaves the field blank, by default.

The system displays the following field:

Task Rev. #

The latest revision number of the task.

Enter the following fields:

Est. Elapsed Time	The estimated elapsed time for execution of the task. If it is a discrepancy, it may be the estimated elapsed time identified for the Non-Standard Task associated to the Discrepancy. (Integer). A positive integer must be entered here.
Time UOM	Use the drop-down list box to select the time unit in which the ‘Est. Elapsed Time’ is displayed. The system lists the values “Hours” and “Days”. By default, the system displays “Hours”.
Routing Reqd.?	Use the drop-down list box to indicate whether routing is required for a part after completion of the task. The system lists the values “Yes” and “No”. The system leaves the field blank, by default.
Work Center #	Use the drop-down list box to specify the work center in which the task is executed. The system lists all the ‘Active” work centers with ‘Work Center Class’ set as “Execution” and ‘Execution Capability’ set as “Shop” or “All” in “Work Center” business component. The login user must have access privileges to the work center specified. If the task is a 'Related Task' in the Repair Scheme and its Primary Task is also available in the Shop Work Order #, the system defaults the Work Center # that is saved for the task in the Repair Scheme,on workscope preparation. If the work center is not available in the Repair Scheme, the system copies the Work Center of Workscoping Task to the corresponding Operation Tasks.
Repair Agency #	The preferred repair agency for repairing the part. (Alphanumeric, ). Ensure the repair agency exists as a supplier with ‘Supplier Class” identified as “Repair Agency” in the “Supplier” business component. When tasks are transferred to the multiline, the system defaults the ‘Repair Agency #’ as follows: If ‘WO Class’ of the SWO # is “Internal”: If the task getting transferred and the ‘Repair Agency #’ for that task are available in the Repair Scheme, the system displays that ‘Repair Agency #'. If the 'Repair Agency #' is not available in the Repair Scheme, the system leaves the field blank. If ‘WO Class’ of the SWO # is “External”: If a 'Repair Agency #' is identified in the Contract # associated to the SWO #, in the “Edit Approved Repair Supplier List” page of the “Sale Contract” business component, for the Part # / Mfr. Part # - Mfr. # of the Task # that is getting transferred, the system copies that 'Repair Agency #'. If multiple ‘Repair Agency #s’ are identified in the Contract #, the system displays the 'Repair Agency #' that is set as 'Primary Supplier'. If the 'Repair Agency #' is not available, the system leaves the field blank. Help facility available.

Note: You must specify either the work center number or the repair agency in the multiline.

Enter the following fields, if Part / Mfr. Part # - Mfr. # is different from the Main Core Part # / Main Core Mfr. Part # - Mfr. #:

Note: You must not enter / modify the following position code, level code and NHA details, if 'Display Option' radio button is set as either “Detailed Items” or “Additional Items”.

Position Code	The position code of the sub-assembly. The Position Code entered must be a valid position code available in the 'Active' configuration of the Main Core Component. This field must be left blank, if Main Core Component # is not available.
Level Code	The level code of the sub-assembly. The Level Code entered must be a valid level code available in the 'Active' configuration of the Main Core Component. This field must be left blank, if Main Core Component # is not available.
Note: The Position Code - Level Code combination entered must be a valid combination available in the configuration of the Main Core Component.
NHA Mfr. Part #	The next higher assembly (NHA) Mfr. Part # of the sub-assembly. The part number entered here must be defined in the “Part Administration” business component. Help facility available.
NHA Part Mfr. #	The manufacturer number of the NHA Part # of the sub-assembly. The manufacturer number entered here must be a valid Manufacturer # defined in the “Aircraft” business component or a valid Supplier # with 'Supplier Class' set as "Manufacturer" in the “Supplier” business component. Data entry in this field is mandatory, if NHA Mfr. Part # entered is defined in the “Parts Administration” business component with different Mfr. #s combination. Help facility available.
NHA Part #	The NHA Part # of the sub-assembly. Help facility available.
NHA Serial #	The NHA Serial # of the sub-assembly. Help facility available.

Note: Ensure the following:

If Position Code is entered and if it is available in the Main Core Component's configuration more than once with different NHA Part # - Serial # / NHA Mfr. Part # - Mfr. # - Serial # combination, ensure that NHA Part # and Serial # / NHA Mfr. Part # and Serial # are entered.
The ‘NHA Part # - NHA Serial #’ combination, ‘NHA Mfr. Part # - NHA Serial #’ combination and ‘NHA Mfr. Part # - NHA Part Mfr. # - NHA Serial #’ combination are valid combinations defined in the “Aircraft” business component.
The ‘NHA Mfr. Part # - NHA Part Mfr. #’ combination is a valid combination defined in the “Part Administration” business component.
The ‘Position Code - NHA Part # / NHA Mfr. Part # - NHA Serial #’ combination exists in the configuration of the Main Core Component.
The ‘Part # / Mfr. Part #’ and ‘Serial #’ are attached to the ‘Position Code - Level Code’ combination.
If NHA details are specified, the ‘Part # / Mfr. Part #’ and ‘Serial #’ are attached to the ‘Position Code - NHA Part # / NHA Mfr. Part # - NHA Serial #’ combination.

Separation Rule

Use the drop-down list box to specify the basis of movement of tasks from parent work order to child work order during removal of a part. The system lists the following values:

By Part # - Serial # - Select this option if you wish to move tasks from parent work order to child work order, based on the part # - serial # associated to the tasks.
By NHA Part # - Serial # - Select this option if you wish to move tasks from parent work order to child work order, based on NHA part # - serial #.
As Required – Select this option if neither Part # - Serial # and NHA Part # - Serial # of the Part for which the Task needs to be performed is unclear. In this case, the Tasks are to be manually moved from ‘Unprocessed Tasks’ folder during workscoping.

On clicking the “Prepare Work Scope” pushbutton, the ‘Separation Rule’ drop-down list box is updated with values as shown in the table.

By default, the system leaves the field blank.

Enter the following:

Plan Start Date / Time	The planned start date and time for execution of the task. (Date & Time Format). This date and time must be specified, if the ‘Plan End Date / Time’ is entered. If plan start date and time is not available, the system defaults the current date and time in this field.
Plan End Date / Time	The planned end date and time for execution of the task. (Date & Time Format). The date and time entered here must be equal to or later than the ‘Plan Start Date / Time’. If plan end date and time is not available, the system defaults this field as follows: Plan End Date / Time = Plan Start Date / Time + Est. Elapsed Time.
Est. Man Hrs	The man hours estimated to complete the task, or the man hours identified for the Non-Standard Task associated to the Discrepancy (Integer). A positive integer must be entered here.
User Status	Use the drop-down list box to specify the user status. The system lists all the ‘Active’ quick codes of type “User Status” defined in the “Maintain Quick Codes” activity of the current business component. The system leaves the field blank, by default.

The system displays the following fields:

Parent Task #	The code identifying the parent task.
Parent Task Desc.	The textual description of the parent task.
Root Task #	The code identifying the root task.
Root Task Desc.	The textual description of the root task.

Check the following box:

Release For Execution

Check this box to release the tasks for execution. If this box is checked, ensure that at least one record is selected in the multiline.

This box appears checked, by default.

Click the “Prepare Work Scope” pushbutton to prepare workscope for the task.

The system ensures the following on clicking the “Prepare Work Scope” pushbutton above:

When a task is added, if the task shares 'Predecessor constrained' relationship with a related Task, the related task must be either complied once for the Component of the Shop Work Order # or must be allocated to same Shop Work Order #.
If a task that is getting added, has any 'Conflict' relationship defined in the “Maintenance Task” business component, none of the conflict related task must be available inside the Shop Work Order # in status other than “Cancelled”, “Closed” or “Preclosed”.
The system ensures that the Task that is being added is effective to the Part # for which it is being added. System will not check effectivity of Task, if Task is being added without a specific Part # in multiline in Shop Work Orders of ‘Job Type’ “Project” and “Miscellaneous”, in which Main Core Part # information is not available.
The system ensures that Seq. # of Task is not modified, if in sequence number modification of Task is set as “Not Allowed” in ‘'Manage Unified Task Sequence" page.
If the 'Release for Execution' checkbox is checked, and if the parameter 'Enforce confirmation of estimations on release ?' is set as "Required" for the SWO # in the root node in the “Due List” tree, the system ensures that one of the following statements are true:

1. Tasks / Discrepancies in the Shop Work Order must have Part / Resource Estimates, and the Estimates must be confirmed for all the Tasks and Discrepancies.
2. None of the Tasks / Discrepancies in the Shop Work Order have Part of Resource Requirements.

On releasing a shop work order, if the ‘WO Class’ is “External”, the system ensures the following:

1. Customer Order # associated to the shop work order is in “Processed” status.
2. ‘Order Class’ of the Customer Order # associated to the shop work order is “Firm”.

The system performs the following on clicking the “Prepare Work Scope” pushbutton:

If the tasks are newly added to the Shop Work Order, and if the Task # - Task Rev. # combination has 'Part / Resource and Sign-Off Requirements' identified in the “Maintenance Task” business component, the system copies them to the Shop Work Order.
When tasks are added to the Work Order, the system copies the sub-tasks of the task as mentioned below:

1. Copies all the sub-tasks of the task irrespective of the 'Resource Group' identified for the sub-task.
2. If 'Resource Group' of the sub-task is set as "Not Required", the sub-task is copied and its 'Sign-Off Requirement' is marked as "Not Required".
3. If 'Resource Group' of the sub-task is other than "Not Required" (Mechanic, Inspector, Mech. & Insp.), but 'Skill Requirements' are not identified for the 'Resource Group', the sub-task is copied and its 'Sign-Off Requirement' is marked as "Not Required".
4. If 'Resource Group' of the sub-task is other than "Not Required" (Mechanic, Inspector, Mech. & Insp.) and 'Skill Requirements' are identified for the 'Resource Group', the system copies the sub-task and its 'Sign-Off Requirements'. The Sign-off requirements are copied from the “Edit Resource and Sign-Off Requirements” page of the “Maintenance Task” business component.

The execution status of a task / shop work order can be changed from “Completed” to “In-Progress”, if the process parameter 'Allow re-opening of completed orders / tasks?' is set as “Allowed” for the individual SWO Types in the “Common Master” business component. This happens 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 must be 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 must be other than “Make”.

Generates a non-standard task, if task # is not entered, and task description and ATA # are entered.
Work Center Retrieval:

If an execution work center is identified in repair scheme for child task(s) and if parent task is added in a shop work order, the system retrieves the execution work center and saves it, irrespective of whether it has the same or different station code as that of the primary work center.

If a reference work center is identified in repair scheme for child task(s) and if parent task is added in a shop work order, the system retrieves the corresponding execution work center through station code mapping. This is possible even if the station code of the work center retrieved is different from the station code of the primary work center in the work order.

If the 'Release for Execution' checkbox is checked, the system updates the following:

1. If the status of the Shop Work Order is either 'Draft' or 'Fresh', the system updates the status as “Planned”, if at least for one task in the Shop Work Order, the status has been updated as “Planned”.
2. If the status of the task in the Shop Work Order is either 'Draft' or 'Fresh', the system updates it as “Planned”.

Note: If 'Separated?' is set as "Yes" for the selected tasks, the system does not update the status of those tasks even if they are selected.

If 'Release for Execution' checkbox is checked and if the process parameter ‘Auto MR Generation on Order Release’ is set as "Required" for the SWO Type of the SWO # in the “Common Masters” business component, the system generates Material Request,

1. for all the parts that are available in the “Part Requirements” tab in the “Edit Work Estimates” of the “Work Monitoring and Control” business component.
2. only if the 'Need Frequency' is "Always Required".
3. only for those Tasks whose status is updated as “Planned”.

Note: The system does not generate Material Request for the parts that are either 'Not Effective' or 'Conditional Effective' for the Main Core Part # / Mfr. Part # - Mfr. #.

If Material Request has been already generated for few of the 'Reqd. Qty.', the system generates Material Request for the remaining quantity.

For one Warehouse #, only one Material Request # is generated. If there are different warehouses, multiple Material Requests are generated with one Material Request # for each unique warehouse.

When the tasks available in the “Unprocessed Tasks” folder in the ‘Due List’ tree, are added to the work order, the tasks with ‘Separation Rule’ set as “As Required” are moved from the host work order to the current shop work order.

Note: The system copies the 'Part Requirements', 'Resource Requirements', 'Sign-Off Requirements' and 'Parameter Requirements' from the previous work order to the current work order, during movement of tasks.

How the system deals with repeated operational tasks

The process parameter “Auto duplication of task repetition during Work Scoping” under the entity “User Defined Entity” of the entity type “Shop work Order Type” in the Define Process Parameters activity of Common Master decides whether recurring operational tasks must be scheduled for execution or not.

If “Auto duplication of task repetition during Work Scoping” is ‘0’, the system sets Exe. Action = Duplicate, thereby preventing execution of operational tasks recurring in multiple Workscoping tasks. Alternately, if the value of the process parameter is ‘1’, the system sets Exe. Action = Execute for recurring operational tasks. Further, sequence #s for all operational tasks under workscoping tasks whether repeated or not are regenerated setting the order for their execution.

Refer to illustration to learn more on this.

To proceed, carry out the following:

Click the “Print Task Card(s)” pushbutton to print all the Task Cards of that package.

Click the “Print Sel. Task Card(s)” pushbutton to print the selected Task Cards of that package through ePubs interface.

Note: You can generate the task card in the MRO/hierarchical format only for a Workscoping task.

Task card layout

Task grouping in task card

The system displays the following:

Message Center

All error and success messages for the validations are displayed here.

Additional links in left pane

Select the "Record Missing Parts List" link to record the details of the parts that are missing from a component during execution of a shop work order.
Select the "Record Part Deviation List" link to record the details of the pats that are deviating from the component.

Refer to "Aircraft" online help for more details.

Select the "Report Resource Actual" link to report or update the actual resource consumption as against the estimation made.
Select the "Record Parameter Reading" link to record the parameter reading details and conditional evaluation details for the task.
Select the "Route Parts" link to route a part from one work center to another work center or a repair agency.
Select the "Record Parts Consumption" link to record the part consumption details.
Select the "Track Response" link to record details of any request raised by an employee and track the response to the requests.

Refer to "Common Masters" online help for more details.

Select the "Manage Teardown Information" link to record teardown information of the part.
Select the "Record Part # / Serial # Change" link to record the part # - serial # change details.

Refer to “Stock Maintenance” online help for more details.

Select the “Edit Work Estimates” link in the left pane 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.

Select the "Plan Work Order" link to create / modify the shop work order.
Select the "Generate Sub-Work Order" link to generate sub-work order.
Select the "Manage Work Assignments and Reporting" link to manage work for the employee.

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

Select the “Edit Work Order Addl. Info." link to modify the work order additional information.

Select the “Upload Documents” link in the ‘main links’ section to upload the documents.

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

Select the “View Associated Doc. Attachments" link to view the attached documents.

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

Select the “View MOD Details” link to open the “Part Serial Mod” popup. More details…
Select the “Manage Part Serial Mod Details” link to record details of alterations carried out on the part.

Note: The above link is available only if the Mod # details of the task are effective for the main core or additional core part#.

To proceed carry out the following

Click the “Work Actual” tab to record the actual task execution details.
Click the “Report Findings” tab to record observations and discrepancies that are found during execution of tasks.
Click the “Disassemble & Assemble Core” tab to attach, remove and replace components and spare parts with respect to the main core component.
Click the “Material Request” tab to record the material request details.
Click the “View Task” link to view the task details.

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