Modifying work scope details

In this page, you can modify the work scope of the visit package. Tell me more

Select the “Edit Work Content” link at the bottom of the “Edit Visit Package Details” or “Plan Visit Package” page.

The “Edit Work Content” page appears.

The system displays the following field:

Date & Time Format

The format in which the date and time fields are to be entered. 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 “Visit Package Details” group box:

Visit Package #	The visit package selected in the previous page.
Note: The system retrieves only those visit packages, which are in “Fresh”, “Confirmed”, “Released” or “Partly Released” status.
Revision #	The revision number of the visit package.
Aircraft Reg #	The aircraft registration number for which the visit package is applicable.
Status	The status of the visit package, which could be “Fresh”, “Confirmed”, “Released” or “Partly Released”.

Enter the following:

Work Center #

Use the drop-down list box to select the work center. The system retrieves all the work units that must be performed in the work center selected here.

Click the “Get Details” pushbutton, to retrieve the work unit details in the multiline.

The system displays the following field on clicking the “Get Details” pushbutton:

Work Center Description

The description of the work center.

Zoom facility available.

Expense Type

The expense type for the visit package, which could be one of the following options:

Revenue – Indicates that the cost incurred on the work unit is for routine maintenance activity and is recorded as revenue cost.

Capital – Indicates that the cost incurred is recorded as a capital cost.

CAPEX Proposal #

The capital expense proposal number applicable to the work unit.

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

Customer #	The number identifying the customer, who owns the aircraft.
Customer Name	The name of the customer owning the aircraft.
Customer Order #	The number identifying the order placed by the customer.
Aircraft Release Date	The date on which the aircraft will be released to the customer, after the visit package is executed.
Customer Order Desc.	The textual description of the customer order.

Click the hyperlinked customer order number to view the customer order information.
Enter the following in the "Default Details" group-box:

Plan Item Group	Use the drop-down list box to group the selected work units under a plan item. The system lists all the active quick codes of the type “Plan Item Group” as retrieved from the “Create Visit Category” activity of the “Central Planning” business component.
Task Group	Use the drop-down list box to group the selected work units under a task group. The system lists all the active quick codes of type “Task Group” as defined in the “Create Quick Codes” activity of the current business component.

Enter the following in the “Work Unit Details” multiline:

Work Unit #	The number identifying the task that must be performed while executing the visit package (Alphanumeric, 30). Mandatory. The task number should have already been defined in the “Create Task” activity of “Maintenance Task” business component and must be in “Active” status. Help facility available.
Work Unit Type	Use the drop-down list box to select the type of the work unit. The combo is loaded with the value “Task”. Mandatory.
Note: For the work unit of type “Task”, the related tasks are identified recursively and retrieved along with their corresponding material and resource requirements, from the “Maintenance Task” business component.
Plan Item Group	Use the drop-down list box to group the selected work units under a plan item. Mandatory. The system lists all the active quick codes of type “Plan Item Group” as retrieved from the “Create Visit Category” activity of the “Central Planning” business component. If this field is left blank, the system displays the default “Plan item Group” selected in the “Default Details” group box.
Note: Ensure that this field is not left blank, if the “Plan Item Group” field is left blank in the “Default Details” group box.
Task Group	Use the drop-down list box to group the selected work units under a task group. The system lists all the active quick codes of type “Task Group” as defined in the “Create Quick Codes” activity of the current business component. If this field is left blank, the system displays the default “Task Group” selected in the “Default Details” group box.

The system displays the following:

ATA #

The ATA chapter associated to the part number, serial number or Component ID of the selected aircraft registration number as defined in the “Configuration” business component.

If ATA # information is not available for the particular part, then the system retrieves the information from the NHA of that part.

Work Package #

If the work unit is a part of any work package, the work package # will be displayed here.If the work unit is not associated to any work package, this field will be left blank.

Enter the following:

Work Center #	Use the drop-down list box to specify where the work unit must be performed (Alphanumeric, 30). Mandatory. If the “Work Center Hierarchy Check” field is set to “No” in the “Set Options” activity, the system lists the “Active” work centers associated to the organization unit. Otherwise, the system lists primary work centre and all the child work centers associated to the primary work center of the visit package. By default, the system displays the primary work center of the visit package.
Note: For the newly added work units in the multiline, if the “Work Center” field is left blank, the system retrieves the work center identified for the task in the “Maintenance Task” business component. If no valid work center is identified for the task, the system retrieves the primary work center of the visit package.
Part #	The part number of the component on which the work unit must be performed (Alphanumeric, 40). The part number must have been defined in the “Create Parts Main Information” activity of the “Part Administration” business component, and must be in “Active” status. The part number must also be a valid component ID defined for the part in the “Aircraft” business component. Data entry in this field is mandatory, if the “Serial #” field is entered. Help facility available.
Serial #	The serial number of the component on which the work unit must be performed (Alphanumeric, 40). Ensure that the serial number entered is an active serial number available in the “Stock Maintenance” business component, and is valid for the part. Data entry in this field is mandatory, if the position code entered in the “Position Code” field is not unique for the aircraft configuration and if the “Part #” field is entered. Help facility available.
Position Code	The position code to which the component is fitted (Alphanumeric, 25). The position code must have already been defined for the aircraft in the “Maintain Aircraft Configuration” activity of “Configuration” business component, and must be in “Active” status. If the position code is unique for the aircraft configuration, the system retrieves the part number, serial number and component ID fitted in the position code. Help facility available.

Note: If you leave this field blank, the system retrieves the position code for the part number and serial number (if entered) or for the component ID (if entered).

Note: If the engagement type for the aircraft is “Full Maintenance”, then ensure the following:

The "Position Code" field is not left blank.
The position code is in “Active” status for those parts for which no restoration work units are identified, and replacement type is other than “Remove Only”.

The system displays the following:

Level Code

The code identifying the level at which the component ID and the position code occurs in the aircraft configuration hierarchy.

Enter the following.

Maintenance Type

Use the drop-down list box to select the type of the maintenance to be performed on the component. The system provides the following options: “Overhaul”, “Repair”, “Inspection” and “Others”. Leave this field blank, if you do not wish to specify the maintenance type. You must compulsorily select a maintenance type, if the “Part #”, “Serial #”, “Component #” or “Position Code” is entered, and if the “Job Type” is set to “On-Wing”.

Component #

The component on which the work unit must be performed (Alphanumeric, 90). The component ID must have been defined in the “Create Component ID Information” activity of the “Aircraft” business component, and must be in “Active” status. Data entry in this field is mandatory, if the position code entered in the “Position Code” field is not unique for the aircraft configuration, or when the “Job Type” is set to “On-Wing”.

You can modify an already-entered component number, if the work unit does not refer to a component maintenance program.

Data entry in this field is mandatory, if the engagement type of the aircraft is “Full Maintenance” and there exists more than one level code for the position code entered.

Help facility available.

Note: If the engagement type of the aircraft is “Full Maintenance” and there exists more than one level code for the position code entered, then ensure that the component number is entered.

You can leave the part number, serial number and the Component ID fields blank, if the “Job Type” is set to “Aircraft”.

Time Unit	Use the drop-down list box to specify the unit of measurement for the time allotted for the work unit. Mandatory. The system displays the options “Minutes”, “Hours” and “Days”, and sets the field to “Hours” by default.
Est. Elapsed Time	The time estimated for completing the task (Decimal). Mandatory. The number entered in this field must be positive.
Est .Man Hrs.	The total man-hours estimated for completing the work unit (Decimal). The number entered in this field must be positive.
Sch. Start Date	The date on which the work unit execution must be started (Date Format). Mandatory. The date entered in this field must be later than or equal to the “Planned Start Date”.

Note: If you leave this field blank, the system sets the planned start date as the schedule start date.

The system displays the following fields:

Parent Task #	The code identifying the parent task of the work unit.
Relationship Type	The relationship type of the task with the work unit.

Note: 1. The system retrieves all the related tasks with the Parents Tasks in the “Parent Task #” column and the relationship between the Task # and Parent Task # in the Relationship Type” column. 2. All the attributes of the parent tasks will get copied to related tasks.

Enter the following.

Sch. Start Time

The time at which the work unit execution must be started (Time Format). Mandatory.

Sch. End Date

The date by which the work unit execution must be completed (Date Format). Mandatory. The date entered in this field should be earlier than the “Planned End Date”. If you leave this field blank, the system displays the sum of the schedule start date and “Est. Elapsed Time” (converted in days based on the conversion factor defined in the “Common Masters” business component).

If the “Sch. End Date” and “End Time” fields are left blank, and if the “Time Management Scheduling” business component exists in the login organizational unit, the system calculates the end date and time from the time management definitions and the employee calendar. Otherwise, the system calculates the end date and time based on the start date and the estimated time

Sch. End Time

The time at which the work unit execution must be completed (Time Format). Mandatory.

Note: The system retrieves Sch. Start date for the related task as that of parent tasks Sch. Start date and Sch. End date will be computed based on Sch. Start date + individual tasks elapse time.

The system displays the following field:

Mandatory ?

Indicates whether the execution of the work unit is mandatory for the visit package. The system displays either “Yes” or “No”.The system displays the option “Yes”, if the work unit has been allocated by the central planner.

Enter the following:

Priority	Use the drop-down list box to specify the priority with which the work unit must be executed. The system lists all the priority descriptions, which are in the “Active” status, as defined in the “Create Priority Numbers” activity of the “Common Master” business component.
Job Type	Use the drop-down list box to select the job type, which could be “Aircraft”, “On-Wing” or "Component Removal". Mandatory.

Note: If the “Component Removal” option is selected, ensure that restoration work units are defined for component removals.

The system displays an error message, if you try to modify the already associated work unit, work unit type, part, serial number, position code, maintenance type, component ID and job type.

To delete an existing work unit, check the box in the “Select” column of the multiline and click the Delete icon in the tool bar above the multiline. If the work unit has a Maintenance Report (MR) as reference, the system updates the status of the MR as “Deferred”.

The system displays the following on clicking the “Edit Work Scope” pushbutton, for newly added work units:

Ref. Document Type	The type of the change document, which could be “EO” or “FCD”.
Ref. Doument #	The number identifying the engineering order or the fleet campaign directive.
Work Center Description	The textual description of the work center.
Work Unit Desc	The textual description of the work unit.
Zone #	The zone number associated to the component ID or position code.
Job Class	The class to which the job belongs.

Enter the following fields:

Expense Type

Use the drop-down list box to specify the expense type for the visit package. The system lists the following options:

Revenue – Select this option if the cost incurred on the work unit is for routine maintenance activity and must be recorded as revenue cost.
Capital – Select this option if the cost incurred must be recorded as a capital cost.

By default the system leaves the field blank.

CAPEX Proposal #

The capital expense proposal number applicable to the work unit (Alphanumeric, 40). Ensure that the value entered here is a valid capital expense proposal number as defined in the “Asset Planning” business component, if the current business component interacts with the “Asset Planning” business component.

Leave this field blank, if the expense type is “Revenue”.

Help facility available.

Note: Ensure that the expense type is set as “Revenue” for each row in the multiline, if the expense type is displayed as “Revenue” in the header.

Note: Ensure that at least one work unit in the multiline is of expense type “Capital”, if the expense type is displayed as "Capital" in the header.

Note: You can repeat a task in the multiline, only when a work order is already generated for the task, or when the visit package is in “Preclosed”, “Completed”, “Cancelled” or “Closed” status.

Note: The CAPEX Proposal number specified against the work unit must have an asset class that is same as the asset class to which the Asset Tag and Asset No. are mapped for the aircraft. The system performs this check only when the expense type is “Capital” and the “Enforce Object to Asset Mapping For” field is set as “Aircraft” in the “Set Option” activity of the “Account Group” business component.

Check the box in the “Select” column of the multiline, to mark a work unit for deletion.

Note: You cannot delete a mandatory work unit, unless there are multiple occurrences of the same work unit number. However, all the duplicate work units cannot be deleted; at least one work unit (say, the main work unit) should be retained in the visit package.

The duplicate work unit, which is deleted, is precluded for the main work unit. If the duplicate work unit itself has precluded work units, the precluded work units are also associated to the main work unit.

You can delete the mandatory work unit, if the component for which the on-wing task must be executed, is not present in the aircraft.

Only unplanned work units that are available in the visit package , can be deleted.

On deletion of a non-mandatory work unit, if the work unit refers to a Maintenance Report, the system defers the Maintenance Report and sets the status of the Maintenance Report as “Deferred”.

Click the Delete icon in the tool bar above the multiline, to delete the selected work units from the visit package.

The system performs the following, on deleting the work units:

Regenerates the sequence number for the existing work units and generates the new sequence number for the newly added work units.
If a non-mandatory work unit which has a maintenance report (MR) reference is deleted, and if no other work unit in the multiline refers to the same MR number, the system sets the “Processed” field to “No” for the MR number in the “Discrepancy Processing” business component.
Click the “Edit Work Scope” pushbutton, to update the modified work unit details.

The system updates the status of the work unit as “Pending” in the “Component Maintenance Planning” business component.

If the visit package in “Confirmed” status is modified and the planned start date is modified, then the material allotted for the visit package is canceled. If the work center is modified and the warehouse to which the work center coordinates gets changed, the material allotted is canceled.

The system sets the status of the visit package as follows:

The status remains unchanged for the “Fresh” or “Confirmed” visit package.
For “Released” or “Partly Released” visit packages, the system assigns the “Confirmed” status and increments the revision number of the visit package by ‘1’. The previous revision number of the visit package is retained with the “Revised” status.
The system updates the approval status of the visit package as follows:
The approval status remains unchanged for the “Fresh” visit package.
For a visit package in the “Confirmed” status, the status is set as “Fresh” and its approval status changes to “Pending Approval” if the approval status was “Approved” or “Returned”.
For visit packages in “Released” or “Partly Released” status, the system changes the status to “Fresh” and the approval status to “Pending Approval”, provided the “Approval Required” option is set as “Yes” in the “Option Settings” activity.
For the newly added work units in the multiline, all the part and resource requirements identified for the task are retrieved from the “Maintenance Task” business component.
The system updates the newly added work units as unplanned work units in the “Customer Order” business component, if the customer order number is specified and the current business component interacts with the “Customer Order” business component.
For all the parts with part type set as “PBH”, the system updates the stock status to “PBH” only if the following conditions are satisfied:

a) The part is identified as PBH part for the supplier who is mapped to the aircraft specified in the “Aircraft Reg #” field.

b) The part and its higher assembly part are identified as PBH object list for a supplier.

c) The component that is requested for a “Component Removal” job or “Onwing” job, along with its higher assemblies, is identified as PBH for the supplier.

For all the other part types, the system updates the stock status as “Accepted”.

For the work center entered in the multiline, the system checks for the work center–part type–issue warehouse mapping, in the “Work Center” business component.
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.
If the Visit Package is created with reference to a valid customer order and if the “Approval of Additional Work Scope” is set to “Required” or “As Required” in the “Customer Order” business component, the system

sets the “Approval Status” of the newly added work units as “Pending Cust. Auth.", if the “Visit Package Approval” is set to “No” in the “Set Options” activity of the current business component.
sets the "Approval Status" of the work unit as "Pending Approval”, if the “Visit Package Approval” is set to “Yes”.

If the Visit Package is created with reference to a valid customer order and the if Approval of Additional Work Scope is set as "Not Required" in the “Customer Order” business component, the system

sets the "Approval Status" of the newly added work unit as "Pending Approval, if the “Visit Package Approval” is set as "Yes".
sets the "Approval Status" of all the work units as "Not Required", if the “Visit Package Approval” is set as "No".

To proceed carry out the following

Select the “Update Component Removal List” link at the bottom of the page, to specify the component removal details.
Select the “Edit Resource Requirements” link at the bottom of the page, to specify the resources required for executing the visit package.
Select the “Edit Material Requirements” link at the bottom of the page, to specify the materials required for executing the visit package.
Select the “View Task Date and References” link at the bottom of the page, to view the task schedule and references details.
Select the “Perform Opportunity Maintenance” link at the bottom of the page, to select work units for performing opportunity maintenance in the visit package.

Refer to the topic “Selecting work units for performing opportunity maintenance in a visit package – An overview” for more details.

Select the “View Task” link at the bottom of the page to view the task information.
Select the “Plan Capacity” link at the bottom of the page to plan the execution schedule of work units.

What you can do in this page

Edit the work scope of the visit package

You can add or delete work units belonging to a visit package.

Enter the new work unit details in the multiline, if you wish to add work units to the visit package.

To delete work units:

Check the box in the “Select” column of the multiline, to select the work units to be deleted.
Click the Delete icon in the tool bar above the multiline, to delete the selected work units.

Prerequisites

“Create Task” activity under “Maintenance Task” business component.
“Create Work Center” activity under “Work Center” business component.

Modifying work scope details – An overview

In this page, you can modify the work scope of the visit package. You can select the work center for which the work unit details must be modified. The system retrieves the work units in the multiline. You can add or delete work units.

You can modify details such as the work center where the work unit must be performed, the part number, serial number and the component ID on which the work unit must be performed and the type of maintenance to be carried out.

The estimated time and man-hours to complete the work unit, the start date and end date for work unit completion and the priority assigned to the work unit can also be modified.

Note: You can modify the work unit details only for visit packages that are in the “Fresh” or “Confirmed” status.