Releasing visit package

Unified Glossary

Basics of using a typical web page

Using Online Help

In this page, you can select a visit package to be released.  Tell me more

The “Release Visit Package” page appears.

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.

Visit Package #

The visit package for which the details are to be released (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system lists all the visit package numbers that are similar to the values entered here.

Aircraft Reg #

The aircraft registration number for which the visit package details are to be retrieved (Alphanumeric, 30). You can enter the number in full or specify it partially using the “*” character. The system lists all the visit packages that are created for the aircraft that are similar to the values entered here.

Title

The description of the visit package to be released. You can enter the description in full or specify it partially using the “*” character (Alphanumeric, 150). The system retrieves all the visit packages whose descriptions are similar to the description entered here.

Zoom facility available.

Primary Work Center #

Use the drop-down list box to select the primary work center of the visit package. The system lists all the work centers to which the login user has access. Leave this field blank, if you wish to retrieve details of the visit packages irrespective of their primary work center. The system leaves the field blank by default.

Visit Type

Use the drop-down list box to indicate the type of the visit package to be released, which could be “Planned” or “Unplanned”. The system retrieves all those visit packages that are of the type specified here. Leave this field blank if you wish to retrieve details of visit package irrespective of their type.

Status

Use the drop-down list box to select the status of the visit package, which could be “Confirmed” or “Partly Released”. The system lists all the visit packages that are of the status specified here. Leave this field blank if you wish to retrieve the visit package irrespective of their status.

Visit Category

Use the drop-down list box to specify the category of the visit package to be retrieved. The system retrieves all those visit packages that are in the category specified here. Leave this field blank if you wish to retrieve details of visit package irrespective of their category.

User Status

Use the drop-down list box to select the user-defined status of the visit package. The system lists all the visit packages that are of the status specified here. Leave this field blank if you wish to retrieve the visit package irrespective of their user-defined status.

Customer #

The number identifying the customer, who owns the aircraft (Alphanumeric, 18). You can enter the customer number in full or specify it partially using the “*” character. The system retrieves all the visit packages created for the customer number entered here.

Customer Name

The name of the customer owning the aircraft (Alphanumeric, 40). You can enter the customer name in full or specify it partially using the “*” character. The system retrieves all the visit packages created for the customer name entered here.

Note: The “Customer #” and “Customer Name” fields are applicable only when the aircraft is not self-owned and the customer details are recorded in the system.

Note: If the “Visit Package Approval” is set to “Yes” in the “Set Options” activity, the system retrieves only “Approved” visit packages. Otherwise, the system retrieves all the confirmed visit packages whose approval status is “Approval Not Required”.

Note: The system retrieves only those visit packages for which the aircraft is not in “Frozen” record status.

The system displays the following in the “Search Results” multiline based on the filter criteria entered:

Visit Package #

The number identifying the visit package for which the details are to be released.

Revision #

The revision number of the visit package.

Title

The description of the visit package.

Aircraft Reg #

The aircraft registration number for which the visit package is applicable.

Primary Work Center #

The primary work center of the visit package.

Work Center Description

The description of the primary work center of the visit package.

Visit Type

The type of the visit package, which could be “Planned” or “Unplanned”.

Visit Category

The category to which the visit package belongs.

User Status

The user-defined status assigned to the visit package.

Planned Start Date

The date on which the visit package execution has to be started.

Planned End Date

The date on which the visit package execution has to be completed.

Status

The status of the visit package, which could be “Confirmed” or “Partly Released”.

Customer #

The number identifying the customer, who owns the aircraft.

Customer Name

The name of the customer owning the aircraft.

Note: Ensure that atleast one visit package is selected in the multiline.

Work Order Description

The textual description of the work order to be generated on release of the visit package (Alphanumeric, 150).

Zoom facility available.

Numbering Type

Use the drop-down list box to select the numbering type based on which the work order number must be generated. The system lists the numbering types defined for the “Work Order” transaction in the “Create Numbering Class“ activity of the “Document Numbering Class” business component.

Note: If work order gets generated for a standard procedure, then standard procedure description would be copied as the work order description.

Note: If work order gets generated for each task when the option is set as "For Each Task" in Set Work Order Generation Option, then task description would be copied as the Work Order Description.

Note: In the “Set Work Order Generation Option” activity, when the option is set as "For Group of Tasks" in “Create Work Order” combo and the “Related Task Wise” option alone is checked in the ‘Task Grouping Options’, and in the Visit Package if all the Work Units have “Parent Task #”, then on generation of work order the parent task description will be copied as the work order description.

Note : In the “Set Work Order Generation Option” activity, when the option is set as "For Group of Tasks" in “Create Work Order” combo, and in the Visit Package if only one Work Unit exists, then on generation of work order the task description will be copied as the work order description.

Note: You cannot release a visit package, with work units having the deferment request status as "Pending Deferment".

To re-schedule the visit package before release

Refer to the topic “Planning visit package information – An overview” for more details.

To partly release the visit package

To view the error log

To release visit package

The system ensures that the CAPEX Proposal # exists for the visit package of expense type “Capital”.

The system ensures that the capital expense for each work unit of the visit package, which is the sum of material cost, material cost (capital), labour cost, facilities cost and miscellaneous cost (if any) associated with the work unit is less than the proposal amount, if the current business component interacts with the “Asset Planning” business component and if the “WO Status on Release” is set to “Scheduled” in the “Set Options” activity of the current business component.

The system ensures the following before releasing the visit package:

The system performs the following on releasing the visit package:

Note: The first work unit (based on sequence number) and all other work units belonging to the first work unit's work center will be grouped into a single work order (parent work order) and work units belonging to different work centers will be grouped into child work orders.

  1. If “Create Work Order” field is set as “For Each Task”, one work order is generated for each task included in the visit package.

  2. If “Create Work Order” field is set as “For Group of Task”, the work order is generated based on the option selected in the “Task Grouping Options” field.

  1. If “ATA Wise” box is checked, one work order is created for the work units having similar ATA number.

  2. If “Skill Wise” box is checked, one work order is created for the work units having similar skill requirements.

  3. If “DSC Wise” box is checked, one work order is created for the work units having similar DSC number

  4. If “Zone Wise” box is checked, one work order is created for the work units having similar zone number

  5. If “Task Group Wise” box is checked, one work order is created for the work unts having similar task groups.

  6. If “Plan Item Group Wise” box is checked, one work order is created for the work units having similar plan item groups and the plan item group is copied as the work order category.

  7. If “Work Area Wise” box is checked, one work order is created for the work units associated to similar work area.

  8. If “Task Type Wise” box is checked, one work order is created for the work units having similar task types.

  9. If “Related Task Wise” box is checked, one work order is created for the work units having the same related Parent task.

  10. If  “Eng. Doc Wise” box is checked, one work order is created for the work units having the same Engineering document number as reference.

  1. If the “Create Work Order” field is set to “Independent”, seperate work orders are generated for each access panel task.

  2. If the “Create Work Order” field is set to “Combined” and “Task Grouping Options” is set to “Task Type”, separate work orders are created for open access panel tasks and close access panel tasks.

  3. If the “Create Work Order” field is set to “Combined” and “Task Grouping Options” is set to “Main WO”, single work order is created for all the open access panel tasks and close access panel tasks.

Note: If both “Task Type” and “Main WO” option is checked, separate work orders are generated for open access panels and close access panel tasks.

The system updates the work order with the following details:

Note: The released work order will have dependency with some other work order that is released.

The system updates the material request details as follows:

For customer-owned aircraft, the system retrieves the stock status for each part from the “Customer Order” business component, if a valid customer order is specified, and if the current business component interacts with the “Customer Order” business component.

For owned aircraft, the system updates the stock status of each part as the preferred stock status of the aircraft, specified in the “Aircraft” business component.

The system sets the visit package to “Released” status. The plan entries in the “Stock Planning” business component will be converted to firm entries.

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What you can do in this page

Choose a numbering pattern to generate work order

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Choose a numbering pattern to generate work order

You can select a numbering type for the work order to be generated on release of the visit package. A unique work order number will be generated by the system based on the numbering type you select in this page.

On clicking the “Release Visit Package” pushbutton, the system generates the work order number using the selected numbering type.

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Releasing visit package – An overview

In this page, you can select a visit package to be released. You can carry out a search based on the visit package number, aircraft registration number, visit package description, visit package type, category, status and the user status. Based on the search criteria, the details are retrieved by the system. The visit package number, revision number, its description, aircraft for which the visit package is applicable, visit type, visit category, user defined status, planned start date and end date of the visit package and the status are displayed in the multiline.

You must enter the work order description, and the work order number will be generated for the work units in the visit package, based on the numbering type you select in this page. On release of the visit package, the system generates the work orders on the respective work centers, which are responsible for work execution.

The system updates the status of the visit package to “Released” status and stores the name of the currently logged in user and current server date.

You can select a set of work units belonging to the visit package and partly release the visit package in the “Selective Release of Visit Package” page.

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