Creating request for deferring a work unit

In this page, you can create request for deferring a work unit. Tell me more

Select the “Create Deferment Request” link in the “Process Modified Allocations” page.

Select the “Create Deferment Request” link in the “Edit Work Scope” or “Plan Visit Package” page.

Note: If the parent work unit has deferment policy set as “Complete Work Unit” in the “Aircraft Maintenance Program, then you can launch this link only if all the work units associated to the visit package are selected from the “Work Unit Details” multiline.

The “Create Deferment Request” 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.

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

Visit Package #	The visit package number for which the deferment request must be created.
Revision #	The latest revision number of the visit package. The system leaves the field blank if the visit package has not been revised.
Status	The status of the visit package, which could be “Fresh” or “Confirmed”.

Enter the following field:

Numbering Type

Use the drop-down list box to select the numbering type for the deferment request of a work unit. The system lists all the numbering types in “Active” status for the transaction type “Deferment Request” defined in the “Create Numbering Class” activity of the “Document Numbering Class” business component.

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

Reason Category	Use the drop-down list box to select the default reason category for 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 “Central Planning” business component.
Deferral Type	Use the drop-down list box to select the default type for deferment of the work unit displayed in the multiline. The system provides the options, “Time Based”, “Usage Based”, “Time & Usage Based” and “Indefinite Deferral”. The system displays “Time Based” by default.

Note: The option “Indefinite Deferral” is displayed only if the system parameter “Indefinite Deferral” is set to “Allowed” in the “Set Options” activity of the “Central Planning” business component.

The system displays the following in the “Work Unit Details” multiline:

Note: If the source of the work unit is “Maintenance Program”, then the system retrieves the work units based on the deferment policy set against it in the “Aircraft Maintenance Program” business component. If the deferment policy is “Complete Work Unit” and if the work unit belongs to a work package, then the system retrieves all the other work units that are a part of the work package in the multiline.

Deferment Request #	The number identifying the deferment request. This is generated by the system, based on the numbering type selected.
Work Unit #	The work unit for which deferment is requested.
Work Unit Type	The type of the work unit, which could be “Task”, “Std. Procedure” or “Work Package”.
Job Type	The job type of the work unit such as “Aircraft” and “On Wing” etc.
Work Center #	The place of maintenance execution of the work unit.
Component #	The component ID on which the maintenance activity is performed.

Enter the following fields:

Reason Category	Use the drop-down list box to select the reason for deferment of the work unit. The system lists all valid reason categories in the “Active” status as defined in the “Create Deferral Reason Category” activity of the “Central Planning” business component.
Limit Type	Use the drop-down list box to select the type of deferment limit of the work unit. The system provides the options, “Time Based”, “Usage Based”, “Time & Usage Based” and “Indefinite Deferral”.

Note: The option “Indefinite Deferral” is displayed, only if the system parameter “Indefinite Deferral” is set to “Allowed” in the “Set Options” activity of the “Central Planning” business component.

Requestor Comments	Any additional remarks pertaining to deferment by the user who creates the deferment request (Alphanumeric, 255).
Regulatory Authority	Use the drop-down list box to select the regulatory authority that defines the scheduled dates, compliance dates and compliance values for maintenance activities. The system lists all the valid regulatory authorities that are defined in the “Create Regulatory Authority Codes” activity of the “Common Master” business component.
Approval #	The number that identifies the document that contains the approval information (Alphanumeric, 15)
Approval Date	The date on which the deferment request was approved (Date Format)

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

The system displays the following:

Work Unit Desc

The textual description of the work unit.

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

Employee #	The employee code of the login user.
Employee Name	The name of the login user.

Enter the following fields:

Email	The email ID of the requestor.
Work Phone #	The telephone number of the requestor’s work place.

Note: The system will not retrieve work units of Job Type ‘Component Removal’

Check the box in the “Select” column of the multiline to select the work units for deferment.

To edit deferral limits

Click the “Edit Deferral Limits” link at the bottom of the page to modify the deferral limits for the work units.

To create the deferment request

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

The system performs the following:

Creates the request for deferring the selected work units, and generates the deferment request number.
Sets the status of the deferment request to “Fresh”, and the transient status to “Pending Deferral”.
Does not allow the creation of deferment requests for work units of Job Type ‘Component Removal’.
Does not allow the creation of deferment requests for work units for which the ‘Deferment Policy” is set as ‘Not Allowed’ in the Aircraft Maintenance Program.
If the work unit that is being deferred is a constituent of a parent work unit and the parent's work units deferment policy is set as 'Constituent Work Unit', the system allows the creation of deferment request for the constituent work unit as well as the complete work unit.
After the deferment request is created, the system will update the “Pending Tray and Opportunity Maintenance” with deferred work units ( Constituent/ Unplanned).
After the deferment request is created for unplanned work units, the job status of the unplanned deferred work units change to ‘Pending’ and the transient status will be ‘Pending Deferral’.

To confirm the deferment request

Click the “Confirm Request” pushbutton to confirm the requisition for deferment of the selected work units.

The system confirms the request for deferring the selected work units and generates the deferment request number, if it does not exists. The system sets the status of the deferment request to “Confirmed” and the transient status of the work unit to “Pending Deferral”. The system stores the name of the login user and the current server date as the confirmed date.

If the “Deferment Request Authorization For Aircraft Work units” and “Deferment Request Authorization For Component Work units” fields are set as “Not Required” in the “Set Options” activity of the “Central Planning” business component, the system performs the following:

Changes the status of the deferment request as “Processed”.
Changes the transient status of the work units to “Deferred” and the deferment request status to “Approved”.
Changes the job status as “Pending”.
Updates the aircraft/component work units, to the “Allocate Work Units” and “Perform Opportunity Maintenance” activities of the “Central Planning” business component.
Updates the “Parameter” and "Deferred Till Date" in the corresponding central planning/component maintenance planning pending tray, for the aircraft/component work units in the specific aircraft.

What you can do in this page

Set the default reason category for all deferment requests

Specify the default limit type for all deferment requests

Set the default reason category for all deferment requests

If a large number of deferment requests have the same reason category, you can enter the default reason category. The system updates the reason category fields in the multiline (if they are left blank) with the default value.

Set the appropriate option in the “Reason Category” field in the “Default Details” group box.

On clicking the “Create Request” or “Confirm Request” pushbutton, the system updates the reason category fields, which are left blank in the multiline, with the default value.

Specify the default limit type for all deferment requests

If a large number of deferment requests have the same deferral type, you can enter the default deferral type value. The system updates the deferral type fields in the multiline (if they are left blank) with the default value.

Set the “Limit Type” field in the “Default Details” group box to “Time Based”, if you wish to defer the work unit based on days.
Set the “Limit Type” field in the “Default Details” group box to “Usage Based”, if you wish to defer the work unit based on parameter values.
Set the “LimitType” field in the “Default Details” group box to “Time Based & Usage Based”, if you wish to defer the work unit based on both the time and parameter value.

On clicking the “Create Request” or “Confirm Request” pushbutton, the system updates the deferral type fields, which are left blank in the multiline, with the default value.

Prerequisites

“Create Numbering Class” activity of the “Document Numbering Class” business component.
“Create Regulatory Authority Codes” activity of the “Common Master” business component.

Creating request for deferring a work unit – An overview

This page allows you to defer work units, that are part of a visit package and allocated to an execution center. A work unit may be deferred due to various reasons such as resource constraints, flying schedules of an aircraft or workload of an execution center. Each deferment should be accompanied by an appropriate reason and requires approval from an authorized person.

You can defer a work unit based on the number of days or based on parameter values such as flying hours and engine hours. You can also defer a work unit indefinitely. However, to defer a work unit indefinitely, you need to set the “Indefinite Deferral” system parameter as “Allowed” in the “Set Options” activity of the “Central Planning” business component. On approval of the deferment, the work unit is moved into the “deferral list”.

Statuses of a deferment request

Fresh: The status of the defermet request when created.
Cancelled: The status of the deferment request when cancelled. You can cancel a deferment request in “Fresh” status.
Confimed: The status of the deferment request when confirmed. You can confirm a deferment request in “Fresh” status. This status indicates that the deferment request is ready for approval.
Processed: The status of the deferment request after it is approved or rejected by the visit planner.

On creating the deferment request, the system generates a deferment request number. You can specify the numbering type for the deferment request number. You can specify the deferral type, that is, whether the deferment is time based or usage based or both. You can also specify the reason category, requestor comment and the regulatory authority for the deferment.

The approval number of the deferment document and the date of approval can also be specified. On creating the deferment request, the system sets the status of the deferment request to “Fresh”. The system stores the name of the login user and the current server date as the created date. You can cancel a deferment request, which is in “Fresh” status.

In this page, you can also confirm the deferment request, after specifying the deferral limits for the work unit. On confirming, the status of the work unit is changed to “Confirm” and the transient status of the work unit to “Pending Deferral”.