Tracking maintenance compliance history

Tracking compliance history of a maintenance object

This page enables you to view the details of completion of the task(s) for a maintenance object (aircraft or component) . Tell me more

Select the “Track Maintenance Compliance History” link under the "Aircraft Maintenance Program" business component.

The “Track Maintenance Compliance History” page appears.

The system displays the following field:

Date Format

The format in which the date fields are displayed and are to be entered 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.

Enter the following fields in the “Search Criteria” group box to search for the aircraft for which compliance history must be retrieved:

Action	Use the drop-down list box to select the action that you wish to carry out on compliance records. The drop-down list box displays the following: Audit, Manage, Verification and View. However, the process parameter 'Verification/Auditing of Compliance in “Track Maintenance Compliance History” screen' under entity ‘Compliance’ of entity type ‘Tech Records Process Ctrl’ in the Define Process Entities activity of Common Master determines whether Audit and Verification are displayed in the drop-down list box as shown in the table.
Search On	Use the drop-down list box to retrieve program tasks based on compliance history. Based on the Action selection, the drop-down list box displays options as illustrated in the table. Search results
Maint. Object	Use the drop-down list box to select any one of the following options: Aircraft Reg # - This option is used to retrieve the tasks of all aircraft from the compliance history or a specific aircraft entered in the adjacent field. Component # - This option is used to retrieve the task (s) of all the components or for a specific component entered in the adjacent field. Part # - Serial # - This option is used to retrieve the tasks of all the Component # from the compliance history or a specific Part # and / or Serial # entered in the adjacent field. In the adjacent field, you can enter the Aircraft Reg#, Component #, Part# or Serial # in full or specify it partially using the wild card “*’ character. Note: If you have selected Compliance Correction in the Search On drop-down list box, this field is mandatory. You must specify the maintenance object type and # as well.
Compliance Date: From / To	Specify the date range to retrieve tasks that were complied with during a specific period. (Date Format)
Additional Search On	Use the drop-down list box to select any one of the following options: Maint Program # - This option is used to retrieve the tasks of all the Maintenance Program # from the compliance history or a specific Maintenance Program # entered in the adjacent field. Job Type – This option is used to retrieve the tasks of all the Job Types from the compliance history or a specific Job Type entered in the adjacent field. Job type can be ‘On Wing’ or ‘Off Wing’ or ‘Aircraft’ or ‘Component Removal’. Eng. Doc # - This option is used to retrieve the tasks belonging to all the Engineering Documents or a specific Engineering Document # entered in the adjacent field. Eng. Doc Type - This option is used to retrieve the tasks of all the Engineering Document Type or the tasks of a specific Engineering Document Type entered in the adjacent field. Source Doc Type – This option is used to retrieve the tasks of all the Source Document Type or the tasks of a specific Source Document Type entered in the adjacent field. MCR # - This option is used to retrieve the tasks of all the MCR # or the tasks of a specific MCR # entered in the adjacent field. ATA # - This option is used to retrieve the tasks of all the ATA # or the tasks of a specific ATA # entered in the adjacent field. Task # - This option is used to retrieve the tasks of all the Task # or the task of a specific task # entered in the adjacent field. Task Description – This option is used to retrieve the tasks of all the Task description or the task of a specific Task description entered in the adjacent field. Exe. Doc. # - This option is used to retrieve the tasks of all the Exe Doc # or a specific Exe Doc # entered in the adjacent field. Customer # - This option is used to retrieve the tasks of all the customer owned aircraft/components from the compliance history or the aircraft/component owned by a specific customer identifier entered in the adjacent field. Note: The customer # is available only if at least one Aircraft Reg # or Component # exists with “Ownership” as "Customer" in the interacting “Aircraft” business component. In the adjacent field, you can enter the required identifier in full or specify it partially using the wild card “*’ character.

Note: The system ensures and validates the following:

The maximum allowed date range is 365 days.
If no date is entered the system defaults ‘Compliance To’ date with current server date and retrieves the tasks accordingly.
If only “Compliance From Date” is entered, the system computes the “Compliance To Date” as the date 1 year later to the “Compliance From Date” or the Current date, whichever date is earlier.

The Compliance Date rules are not applicable under the following conditions:

If the “Maint. Object” is selected as "Part # / Serial #”.
If the “Additional Search On” is selected as "Work Unit # / Task #"
If the ‘Display Option’ is selected as “Pending Compliance”.

Applicability

Use the drop-down list box to specify the applicability of the maintenance program. The combo is loaded with options “Aircraft”, “Component” and “Engine”. The system leaves the field blank by default.

Aircraft – Select this value to retrieve the compliance details for a task originated from a ‘Aircraft’ applicability Engineering Document.
Component - Select this value to retrieve the compliance details for a task originated from a ‘Component’ applicability Engineering Document
Engine - Select this value to retrieve the compliance details for a task originated from a ‘Engine’ applicability Engineering Document

Eng. Schedule Type

Use the drop-down list box to specify the schedule type of the engineering document. The combo is loaded with options “One Time”, “Recurring”, “As Required” and “Perpetual”. The system leaves the field blank by default.

The system retrieves those tasks with the schedule type that you specify here.

Review Status

Use the drop-down list box to select the review status of the complied task. The drop-down list box displays the following: Audited, Pending and Verified.

Note: 1) This field is applicable only if you as the user have rights to audit or verify compliance records. 2) The drop-down list box displays options based on the below-listed factors:

Access rights to system activities: Allow Auditing of Complied Tasks and/or Allow Verification of Complied Tasks
The process parameter 'Verification/Auditing of Compliance in “Track Maintenance Compliance History” screen' under entity ‘Compliance’ of entity type ‘Tech Records Process Ctrl’ in the Define Process Entities activity of Common Master set as 1/Yes.
Action is Audit or Verify

Click the “Search” pushbutton.

Note: If the process parameter 'Verification/Auditing of Compliance in “Track Maintenance Compliance History” screen’ is 'Only Verification', 'Only Auditing' or 'Both Verification and Auditing' and Action is 'Verify' or 'Audit', the following columns appear in the multiline:

1. Review Status

2. Age

3. Status Modified By

4. User Status

5. Remarks

6. Task Modified By

7. Exec. Ref. # Status

8. Attached to

The system retrieves the following compliance details of the aircraft in the “Compliance Details” multiline:

Review Status	Indicates the review status of the task/record, such as Pending, Audited or Verified.
Age	The number of days elapsed since the task was marked due.
Status Modified by	The user who last modified the status of the task.
Task Modified by	The user who last modified the task.
Aircraft Reg #	The registration number of the aircraft for which the compliance details are retrieved. Hyperlink launches the “View Aircraft Record” page.
Task #	The task number for which the compliance details are retrieved.
Task Description	The description of the task for which the compliance details are retrieved. Hyperlink launches the “View Task” page.
Task Rev #	The task revision number for which the compliance details are retrieved.

Enter the following in the “Compliance Details” multiline.

User Status	Use the drop-down list box to select the user-defined status for compliance record. The drop-down list box displays the quick codes defined in the Aircraft Maintenance Program on the basis of the selected action. See table for details.
Remarks	Any additional information on the compliance process or task.

The “Compliance Details” multiline displays the following.

Job Type	Indicates whether the work unit task has been performed on the aircraft or on the components attached to the aircraft. The system displays any one of the following options: Aircraft Off-wing On-Wing Component Removal
Parameter	The triggering parameter could be “Calendar Based” or “Usage Based” Note: This field does not display any value, if the job type is “Component Removal” and, Parent Removal? in the component maintenance program is other than “Not Required”.
Due Date	The due date by which the task is expected to be performed if the parameter is “Calendar Based”.
Due Value	If the parameter is “Usage Based”, the system displays the due value for completing the scheduled task.
Complied Value	The value of the parameter as on ‘Complied Date & Time’.
Compliance Date and Time	The date and time on which the task was completed.
Compliance Mode	The system displays any one of the following compliance modes for the Task # and Sequence # combination: Direct – Indicates the task was executed based on the execution document , Direct - Event Driven – Indicates the task was executed based on the execution document by considering the maintenance event defined in “Aircraft Maintenance Planning” component. Direct-Opp.Check – Indicates the task was executed based on the execution document by considering the Opportunity check defined in Component Maintenance Planning. Deemed – Indicates the compliance was updated through the "Terminated' or 'Supersede" task relationship,, Prog-Update – Indicates, if the Schedule Status was updated from the Maintenance program, Manual - Indicates the Schedule Status or compliance details were updated by the “Initialize and Update Program” page of the interacting “Compliance Tracking & Control” business component.
Execution. Doc #	The number of the execution document. Hyperlink launches the “View Engineering Document” page.

Enter the following in the “Compliance Details” multiline.

Note: The following input fields in the multiline will be available only if Search On is selected as ‘Compliance Correction’.

New Compliance Date & Time

The date and time when the maintenance task on the maintenance object was complied with.

Note that the New Compliance Date & Time for the task must be

Earlier or same as the current system date
Earlier to the compliance date & time of the succeeding compliance record.
Later than the compliance date & time of the preceding compliance record.
Later than the latest Attachment Date & Time and earlier than the Removal Date & Time of the component, if the job type of the task is “Off-Wing”.
Identical for all parameters of the task and maintenance object

New Complied Value

The value of the parameter at time of compliance.

Note that the New Complied Value of the parameter of the task must not be greater than the current value of the parameter.

New Execution Doc #

The execution document that initiated the compliance of the task.

The new execution document must be identical for all parameters of the task that you have updated now.

Note: For each of the updated compliance records, you must specify one of the following: New Compliance Date & Time, New Complied Time or New Execution Doc #.

You must not enter ‘New Compliance Date & Time’ or ‘New Complied Value’, if any open escalation exists for the tasks. This is not true, if ‘Change Type’ is set as “Re-baseline”.

Correction Remarks

Reasons that necessitated correction or update of compliance information

The multiline displays the following.

Last Corrected By	The employee ID of the person who updated the compliance information/record.
Last Corrected Date & Time	The date and time when the compliance information was updated.
Exec. Doc Type	Depending on the type of execution document, the system displays any one of the following execution document types: Package/Document type of the MED#- Indicates the Execution Document # is Maintenance Execution Document (MED). Component Work Order - Indicates the Execution Document # is "Component Work Order”, Repair Order - Indicates the Execution Document # is “Repair Order ”, Hangar Work Order - Indicates the Execution Document # is “Hangar Work Order ”.
Exe Ref Status	The status of the reference/execution document for the task.
Eng. Doc #	The Engineering Document number for the work unit and sequence number combination. Hyperlink launches the “View Engineering Document” page.
Eng. Doc Rev #	The Engineering Document Revision number for the task and sequence number combination.
Eng. Doc Type	The document type of the Engineering Document number.
Subject	The subject of the engineering document.
Compliance Status	The compliance status of the engineering document.
Part #	The number identifying the part for which the compliance details are retrieved.
Serial #	The serial number of the component for which the compliance details are retrieved.
Attached to	The aircraft/NHA to which the part is currently attached.
Reason for Non-Execution	The reason for non execution of the task. This value will be retrieved for those tasks belonging to a MCR for which the ‘Execution Decision’ taken as ‘Not to Execute’.
Source Doc Type	The source document type of the engineering document.
MCR #	The number identifying the MCR. Hyperlink launches the “View MCR” page.
MCR Rev #	The revision number of the MCR.
Related Doc. Details	The details of the documents related to the engineering document.
ATA #	The ATA # of the task (s).
Exec. Station	The execution station in which the task have been executed and complied.
Exec. Work Center #	The work center in which the task have been complied.
Superseding Task #	The Superseding or Terminating task number stored against the task and sequence number combination for which the compliance mode is "Deemed".
Parent Item#	The parent item could be the block task number or the event number for the task and sequence number combination.
Short Term Esc Ref #	The latest short term escalation # for the task.
Follow - Up Action Req?	Indicates whether the follow-up action is required or not for the task and sequence number combination.
Follow - Up Comments	The follow-up comments applicable for the task and sequence number combination.
Follow-Up Action By	The name of the person who did the follow-up action for the task and sequence number combination.
Follow - Up Action Date & Time	The date and time at which the follow-up action was done for the task and sequence number combination.
Aircraft Model #	The Aircraft Model number applicable for the Aircraft Reg # stored against the task and sequence number combination.
Component #	The component number is displayed for the task of Applicability Component. Hyperlink launches the “View Component Record” page.
Maintenance Program #	The maintenance program number applicable for the task and sequence number combination.
Program. Rev #	The program revision number applicable for the task and sequence number combination.
Part Description	The description/short name of the part.

Update compliance information

Select the records that you want to save.
From the button combo under the multiline, select
The “Verify “ button to complete verification of the compliance record.
The “Audit” button to complete audit of the compliance record.
The “Save” button to save compliance record.
The “Reverse” button to revert the compliance record to the Pending status.

Note: The button bar displays buttons based on access rights granted to users. See table for more details.

Select the "Update Compliance" pushbutton to save changes made to compliance information.

Note: 1) The Update Compliance pushbutton is available only if Search On is selected as ‘Compliance Correction’. 2) You cannot update compliance, if the complied task has already been verified. However, if you wish to update compliance of a verified task, you must reverse the compliance, modify data and then update compliance. 3) Similarly, you cannot update compliance, if the complied task has already been audited. However, if the process parameter 'Allow Correction/Deletion of Audited Task in “Track Maintenance Compliance History” screen’ under entity ‘Compliance’ of entity type ‘Tech Records Process Ctrl’ in the Define Process Entities activity of Common Master is 1/Yes, you can modify and update compliance details. See table for more details.

On correction of compliance records, the system updates information for maintenance object and task in the following way,

Sets the Compliance Date & Time to the New Compliance Date & Time. For usage-based schedule, sets the Compliance Date & Time of all the parameters to an identical New Compliance Date & Time.
Sets the Complied value of the parameter of the task to its New Complied Value.
Sets the Compliance Mode of the parameter of the task to “Corrected”.
Sets the Execution Doc. Type as “Manual” for all updated compliance records.
Sets the Execution Doc to the New Execution. Doc. For usage-based schedule, sets the Execution. Doc. of all the updated parameters of the task to an identical New Execution. Doc.

Computation of NSD / NSV based on ‘Change Type’:

If the ‘Change Type’ is set as “Correction”, on correction of complied value from ‘Compliance History’, NSV needs to be recomputed based on:
1. Threshold value or Repeat Interval if task is not complied at least once.
1. ‘Update Basis’ (Time Window, Schedule or Actual Completion) set in the last instance of compliance.
If the ‘Change Type’ is set as “Correction”, on correction of complied value from ‘Compliance History’,, NSD needs to be recomputed based on:
1. "Reference Basis" (Induction or Operational date) if task is not complied at least once.
1. ‘Update Basis’ (Time Window, Schedule or Actual Completion) set in the last instance of compliance.
If the ‘Change Type’ is set as “Re-baseline”, on correction of complied value from ‘Compliance History’,:
1. NSV is re-computed based on LPD / LPV entered by the user.

Update of computation basis controls - Section A

Update of computation basis controls - Section B

Delete compliance records

Select all parameter as well as date compliance records belonging to the task you want to delete.
Select the Delete Compliance pushbutton to delete compliance records.

Note: The Delete Compliance pushbutton is available only if Search On is selected as ‘Compliance Correction’.

On deleting compliance of a task, the system updates the maintenance program of the aircraft in the following way,

Flips back schedules to schedules prior to compliance
Sets Schedule Status of the task to “Active”
Re-computes and updates NSD/NSV for the task
Re-forecasts maintenance program

However, you cannot delete a compliance instance of a task, if

Any of the related tasks of the relationship type Initiate Schedule has already been complied with or allocated to an execution document later than the Compliance Date & Time of the parent task.
Any of the related tasks of the relationship type Supersede Schedule has already been complied with or allocated to an execution document later than the Compliance Date & Time of the parent task.
It is not the latest compliance record. However, you can delete records preceding the latest compliance record along with the latest the compliance record.

To proceed carry out the following,

Ensure that at least one record is selected from the “Compliance Details” multiline.
Select the “Inquire Short Term Escalation Status" link to view the deferment details of the work units in the program of the maintenance object.
Select the “Record AME” link to create Execution Ref # for the maintenance object.
Select the “Initialize Maint. Prog. & Update Compliance” link to update maintenance program for the maintenance object.
Select the “Maintain Discrepancy Information” link to record discrepancy details for the maintenance object.
Select the “View AME” link to view details of the AME Ref. # associated with the aircraft.
Select the “View Associated Doc. Attachments” link to view documents attached to the AME Ref. #, SWO # or RO # of the complied tasks.
Select the “View Aircraft Parameter Values” link to view parameters values of the aircraft selected in the multiline.
Select the “View Component Parameter Values” link to view parameters values of the component selected in the multiline.

Tracking maintenance compliance history of aircraft/component– An overview

This page enables you to view the details of completion of the task(s) for a maintenance object (aircraft or component) You can carry out a search for the aircraft based on the aircraft registration number, the task for which the compliance details must be viewed, schedule ID of the task and the period for which you wish to view the compliance details.

Based on the search criteria, the system retrieves the details of compliance such as the scheduled dates and values of the unit task(s), the actual completion date of the task(s), the organizational unit in which the task was executed and the reference document based on which it was executed. In addition to recording compliance for tasks, users can also perform the following:

Modify/correct compliance records of tasks
Delete compliance records of tasks.