Using Pagelets Enabled by PeopleSoft Maintenance Management

This chapter discusses how to:

Set up PeopleSoft Maintenance Management for the PeopleSoft Asset Lifecycle Management (ALM) Portal Pack.
View scheduler's work orders.
View my assigned work orders.
View my service requests.
View backlog by work order types.
View unassigned work order tasks.
View reviewed work orders tasks.
View scheduled work order tasks.
View most costly assets to maintain.
View top five problem codes.

Setting Up PeopleSoft Maintenance Management for the PeopleSoft ALM Portal Pack

This section provides an overview of PeopleSoft Maintenance Management for the PeopleSoft ALM Portal Pack and lists the pages used to set up Maintenance Management for the ALM Portal Pack.

Understanding PeopleSoft Maintenance Management for PeopleSoft ALM Portal Pack

If you are currently using PeopleSoft Maintenance Management and want to use the Maintenance Management pagelets in the PeopleSoft Asset Lifecycle Management Portal Pack, you must schedule and run the Update Work Order Portal Data Application Engine process (WM_PE) and Update Most Costly Asset Data Application Engine process (WM_PE_ASSET). The Update Work Order Portal Data and Update Most Costly Asset Data processes summarize transaction data in order to improve response times when viewing the pagelets. The data is stored in summary tables and is displayed on pagelets according to your personalized settings. While the Update Work Order Portal Data and Update Most Costly Asset Data process greatly improves response times for reading the data, it also imposes limitations on when changes to the transaction data are reflected in the pagelets. Changes in the transaction data are not reflected in the pagelets in real time. You must periodically rerun the process to refresh the pagelets. We recommend setting up a recurring job to execute the Update Work Order Portal Data and Update Most Costly Asset Data process on a periodic basis. How often you run the collector process depends on a number of factors such as:

How quickly you need the data updated.
How much data you have in the system—the longer your system operates, the more data has to be summarized, hence the longer the data loader process can take to execute.
How many system resources are available to your process scheduler.

Pages Used to Set Up PeopleSoft Maintenance Management for the PeopleSoft ALM Portal Pack

Page Name	Object Name	Navigation	Usage
Update Work Order Portal Data	WM_PE_RUN	Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Maintenance Management, Run Work Order Portal Metrics	Run a process that summarizes the transaction data and improves the response time for displaying the service request, work order, backlog, and work order task data on the pagelets for PeopleSoft Maintenance Management in the PeopleSoft ALM portal pack.
Update Most Costly Asset Data	WM_PE_ASSET_RUN	Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Maintenance Management, Run Asset Related Metrics	Run a process that summarizes the transaction data and improves the response time for displaying the asset data on the Update Most Costly Assets and the Top Five Problems pagelets for PeopleSoft Maintenance Management in the PeopleSoft ALM portal pack.

Viewing Scheduler's Work Orders

This section discusses how to view the Scheduler's Work Orders pagelet.

Pages Used to View Scheduler's Work Orders

Page Name	Object Name	Navigation	Usage
Scheduler's Work Orders pagelet	EP_WM_MY_WO	Click the Home link at the top of the screen to access the PeopleSoft Home page. Click the Personalize Content link on the PeopleSoft home page. Select Scheduler's Work Orders.	View the work order tasks for which the current logged-in is responsible for scheduling.
Work Order - Schedules	WM_WO_TASK_SCHED	Click a description link on the Scheduler's Work Orders pagelet.	View details for a specific work order shown on the Scheduler's Work Orders pagelet.
Work Order Workbench	WM_WOTSK_WORKBENCH	Click the Go to Workbench link on the Scheduler's Work Orders pagelet.	Access and update work order tasks assigned to this scheduler.

Viewing Scheduler's Work Orders

Access the Scheduler's Work Orders pagelet.

This pagelet displays work order tasks that are for the user to schedule.

Description	Click this link to access the Work Order - Schedules page for a specific work order. You can view the details associated with the task.
Priority	Displays the importance of the tasks assigned.
Required Date	Displays the date that the task needs to occur.
Task Status	Display the state of the work order task.
Go to Workbench	Click this link to access and update the work orders assigned to this scheduler on the Work Order Workbench.

Viewing My Assigned Work Orders

This section discusses how to view the My Assigned Work Orders pagelet.

Pages Used to View My Assigned Work Orders

Page Name	Object Name	Navigation	Usage
My Assigned Work Orders pagelet	EP_WM_MY_WO_TECH	Click the Personalize Content link on the PeopleSoft homepage. Select My Assigned Work Orders.	View the work order tasks that have been assigned to the user currently logged into the system.
Work Order - Schedules	WM_WO_TASK_SCHED	Click a description link on the My Assigned Work Orders pagelet.	View details for a specific work order shown on the My Assigned Work Orders pagelet.
Technician Workbench	WM_WOE_WB	Click the Go to Workbench link.	Access and update the assigned work order tasks for this user.

Viewing My Assigned Work Orders Pagelet

Access the My Assigned Work Orders pagelet.

This pagelet displays the work orders assigned to the user currently logged into the system, the priority of each work order, the required start date of the work order, and the status of each task associated with the work order that is assigned to this user. Click the Go to Workbench link to access the Technician Workbench for this user. The user can update work order tasks on this page as needed.

Viewing My Service Requests

This section discusses how to view the Viewing My Service Requests pagelet.

Pages Used to View My Service Requests

Page Name	Object Name	Navigation	Usage
My Service Requests pagelet	EP_WM_MY_WR	Click the Personalize Content link on the PeopleSoft homepage. Select My Service Request.	View the five most recent work requests that belong to the user logged into the system.
Update Service Request	WM_WORK_REQUEST_SS	Click a service request number that appears on the My Service Requests pagelet.	View details for a specific work request shown on the My Service Requests pagelet.
My Service Requests	WM_MY_REQUESTS	Click Go to my requests page link on My Service Request pagelet.	View all service requests opened by the user logged into the system.

Viewing My Service Requests

Access the My Service Requests pagelet.

This pagelet displays the five most recent service requests for the user who is logged into the system. The service request id, subject and status display.

Subject	Click this link to access the My Service Request page for a specific Service request. This link is not available if you do not have authorization to access this page. The page identifies the problem or issue that needs to be addressed.
Status	Displays the current status of the service request.
Go to my service requests page	Click to view all service requests entered by the user logged into the system.

Viewing Backlog by Work Order Type

This section discusses how to:

View the work order backlog information.
Personalize the Work Order Portal Personalization page.

Pages Used to View Backlog by Work Order Type

Page Name	Object Name	Navigation	Usage
Backlog by Work Order Type pagelet	EPWM_PE_BACKLOG_GBL	Click the Home link at the top of the page to access the PeopleSoft home page. Click the Personalize Content link on the PeopleSoft home page. Select Backlog by Work Order Type.	View the backlog of work orders by work order type.
Work Order Workbench	WM_WOTSK_WORKBENCH	Click the work order type code link on the Backlog by Work Order Type page.	View the workbench for the user logged into the system.
Work Order Portal Personalization	WM_PE_PRS	Click the Customize Backlog by Work Order Type icon at the top of the Backlog by Work Order Type pagelet.	Define default display information for the Backlog by Work Order Type, Unassigned Work Order Tasks, Reviewed Work Order Tasks, and Scheduled Work Order Tasks pagelets.

Viewing Backlog by Work Order Type

Access the Backlog by Work Order Type pagelet.

The Backlog by Work Order Type pagelet provides a high-level statistical summary of the overall backlog of work orders, which are broken down into different categories for a particular work order business unit, service group, and/or shop. This backlog is an accumulation of work orders not started or not complete on time. All work orders need to be dealt with directly in PeopleSoft Maintenance Management until the work is completed and the costs applied.

The pie chart is a visual summarization of the total Overdue Not Started and Overdue In Progress broken down by Work Order Type.

By clicking the Work Order Type link, the system navigates to the Work Order Workbench page.

Overdue Not Started	Displays the number of work order tasks with a Required End Date that is less than the current date, a status that is not equal to Complete, Closed or Cancelled and the Actual Start Date is null.
Overdue in Progress	Displays the number of work order tasks with a Required End Date that is less than the current date, a status that is not equal to Complete, Closed or Cancelled, the Actual Start Date is not null and the Required End Date is not null, and less than the Run Time Date.
	Click this icon to refresh the data on the pagelet.
	Click this icon to access the Work Order Portal Personalization page.
	Click this icon to minimize the displaying page.
	Click this icon to remove the pagelet from the display.

Personalizing Backlog by Work Order Type

Access the Work Order Portal Personalization page.

You can either use the default user preferences or select a value for the work order business unit, service group or shop.

Note. The Work Order Portal Personalization page is shared by the Backlog by Work Order Type, Unassigned Work Order Tasks, Reviewed Work Order Tasks, and Scheduled Work Order Tasks pagelets.

Shop and service group options are not used by the Unassigned Work Order Tasks pagelet.

The service group option is not used by the Scheduled Work Order Tasks pagelet.

Viewing Unassigned Work Order Tasks

This section provides an overview and discusses how to view unassigned work order tasks information.

It is important to review new work orders in a timely manner. When a work order is first created, the work order is not reviewed and is in an initial stage. The first status of a work order is configurable by the customer. Based on the initial customer defined status, the system infers the work order has not been planned, reviewed, or assigned. Some refer to this view as the unplanned backlog, which is often used as a measure of planning efficiency.

This pagelet displays work orders that have an initial customer-defined status (unplanned or unassigned) that needs attention and displays the work orders in a prioritized manner, sorted by urgency and age. A count of the work orders is shown for each priority based on age. Each age group is totaled by the end column giving a grand total for the group.

The pie chart is a graphical summarization of the total unassigned work order tasks by priority.

Pages Used to View Unassigned Work Order Tasks

Page Name	Object Name	Navigation	Usage
Unassigned Work Order Tasks pagelet	EPWM_PE_INITIAL_GBL	Click the Personalize Content link on the PeopleSoft homepage. Select Unassigned Work Order Tasks.	View work order tasks grouped by priority that are Unassigned or Unplanned status.
Work Order Workbench	WM_WOTSK_WORKBENCH	Click the Priority code on the Unassigned Work Order Task page.	View the work order workbench for the user logged into the system.
Work Order Portal Personalization	WM_PE_PRS	Click the Customize Unassigned Work Order Tasks icon on the Unassigned Work Order Tasks pagelet.	Define default display information for the Backlog by Work Order Type, Unassigned Work Order Tasks, Reviewed Work Order Tasks, and Scheduled Work Order Tasks pagelets.

Viewing Unassigned Work Order Tasks

Access the Unassigned Work Order Tasks pagelet.

Priority

Click the Priority link to transfer the Work Order Workbench page to view a list of work orders for the selected priority, sorted by descending date.

From the list of work orders on the technician workbench, click the Work Order ID link to view the work order details.

Note. The Priority field is a configurable value.

30 Days, 60 Days, 90 Days, and >90 Days (greater than 90 days)

Displays the number of work orders unassigned by priority and aging days based on the creation date of the work order.

Total

Displays the total of all columns and represents all work orders for the given priority.

Note. This pagelet is dependent on the Initial Status field being set during implementation. The Initial Status field is established during system setup, and work orders cannot be created until the initial status is defined.

Note. This pagelet can only be personalized for the work order business unit. The pagelet is restricted in this way so a user does not accidentally filter out important work orders.

See the Personalizing Backlog by Work Order Type section of this PeopleBook chapter for information on specifying the work order business unit.

Note. Work orders created from preventive maintenance schedules are not included in this pagelet.

Viewing Reviewed Work Order Tasks

This section discusses how to view reviewed work order information.

This pagelet displays work orders that have been reviewed. The work orders are known by the planners, have not been scheduled, but are kept in the system for execution at the appropriate time. The work orders are not cancelled or scheduled, but are in the queue for processing.

These work orders represent a backlog of work that has been identified as necessary, but has not yet been completely planned and scheduled.

Pages Used to View Reviewed Work Order Tasks

Page Name	Object Name	Navigation	Usage
Reviewed Work Order Tasks pagelet	EPWM_PE_REVIEWED_GBL	Click the Personalize Content link on the PeopleSoft homepage. Select Reviewed Work Order Tasks.	View work orders grouped by priority and age that have been reviewed but not scheduled.
Work Order Workbench	WM_WOTSK_WORKBENCH	Click the Priority code on the Unassigned Work Order Task page.	View the work order workbench for the user logged into the system.
Work Order Portal Personalization	WM_PE_PRS	Click the Customize Reviewed Work Order Tasks icon on the Reviewed Work Order Tasks pagelet.	Define default display information for the Backlog by Work Order Type, Unassigned Work Order Tasks, Reviewed Work Order Tasks, and Scheduled Work Order Tasks pagelets.

Viewing Reviewed Work Order Tasks

Access the Reviewed Work Orders pagelet.

Priority

Click the Priority link to transfer to the Work Order Workbench page to view a list of work orders for the selected priority, sorted by descending date.

Note. The Priority field is a configurable value.

30 Days, 60 Days, 90 Days, and >90 Days (greater than 90 days)

Displays the number of work orders reviewed by priority and aging days based on the creation date of the work order.

Total

Displays the total of all columns and represents all work orders for the given priority.

Note. See the Personalizing Backlog by Work Order Type section of this PeopleBook chapter for information on personalizing this pagelet.

Note. This pagelet is dependent on the status of the work order. The status must not be equal to an initial status, complete, closed, or cancelled. The Scheduled Start Date is equal to Null and the Standing Work Order field is equal to False.

Note. This pagelet is dependent on the Initial Status field being changed to another active status. This requires a business process the user must establish in order to view the complete backlog. If the status is not changed, the work orders are included in the Backlog by Work Order Type pagelet and do not appear in the Reviewed Work Orders pagelet.

Viewing Scheduled Work Order Tasks

This section discusses how to view scheduled work order tasks information.

This pagelet is similar to the Unassigned Work Orders Tasks pagelet displaying the task view and lists work order tasks that are scheduled. The pagelet lists tasks grouped by general work type and service group.

Pages Used to View Scheduled Work Order Tasks

Page Name	Object Name	Navigation	Usage
Scheduled Work Order Tasks pagelet	EPWM_PE_SCHEDULED_ GBL	Click the Home link at the top of the screen to access the PeopleSoft home page. Click the Personalize Content link on the PeopleSoft homepage. Select Scheduled Work Order Tasks.	View work orders grouped by general work type and service group that are scheduled.
Work Order Workbench	WM_WOTSK_WORKBENCH	Click the link under Week 1 or Week 2 code on the Scheduled Work Order Tasks pagelet.	View the work order workbench for the user logged into the system.
Work Order Portal Personalization	WM_PE_PRS	Click the Customize Scheduled Work Order Tasks icon on the Scheduled Work Order Tasks page.	Define default display information for the Backlog by Work Order Type, Unassigned Work Order Tasks, Reviewed Work Order Tasks, and Scheduled Work Order Tasks pagelets.

Viewing Scheduled Work Order Tasks

Access the Scheduled Work Orders pagelet.

Work Type Group

Displays the scheduled work as either preventive or corrective (non-preventive).

Week 1 and Week 2

Displays the number of tasks that are scheduled to start that week. By clicking the Count link, the system displays the Work Order Workbench page.

Scheduled Labor Hours

The total hours of the tasks scheduled for that week.

Note. See the Personalizing Backlog by Work Order Type section of this PeopleBook chapter for information on personalizing this pagelet.

Note. Work order scheduling and shop configuration settings for scheduling labor are required so labor assignments can be made. Labor assignments are required to provide estimated labor hours.

The work order Scheduled Start Date field is required and is within fourteen days of the run time of the pagelet.

Viewing Most Costly Assets to Maintain

This section discusses how to:

View the most costly assets to maintain.
Personalize the most costly assets to maintain pagelet.

This pagelet graphically represents the most costly assets based on the user personalization options specified. It displays the five pieces of equipment with the highest maintenance costs for the period specified on the Most costly assets to maintain Personalization page. The display contains for each asset the asset description and total maintenance cost for the period. Clicking a link on any of the five assets takes the user to the Track Service and Repair – Event page.

You can select an AM business unit, asset type, asset subtype, make, model, recent number of months and life to date fields. The date fields enable the user to determine which periods of costs to examine: costs incurred during most recent user-defined number of calendar months (user can select from 1-24) or life to date.

Pages Used to View Most Costly Assets to Maintain

Page Name	Object Name	Navigation	Usage
Most Costly Assets to Maintain pagelet	WM_TOP_COST_PRS	Click the Home link at the top of the screen to access the PeopleSoft home page. Click the Personalize Content link on the PeopleSoft homepage. Select Most Costly Assets to Maintain.	View the most costly assets to maintain.
Track Service and Repairs	ASSET_MAINT_01	Click the asset link on the Most Costly Assets to Maintain pagelet.	View the service and repair details for that asset.
Most costly assets to maintain Personalization	WM_TOP_COST_PRS	Click the Customize Most Costly Assets to Maintain icon on the Most Costly Assets to Maintain pagelet.	Define default display information for the pagelet.

Viewing Most Costly Assets to Maintain

Access the Most Costly Assets to Maintain pagelet.

Asset Description

Click the asset link to view details of the asset. You can view the detailed service and repair history for this asset.

Total Cost

Displays the total cost of service and repairs for this asset.

Viewing Most Costly Assets to Maintain Personalization

Access the Most costly assets to maintain Personalization page.

Asset Business Unit

You can either use the default user preferences or select a value for the asset business unit

Asset Type	Select to filter by an asset type. If nothing is select, the pagelet displays all asset types.
Asset Subtype	Select to filter by an asset subtype. You must select an asset type before you can select a subtype.
Manufacturer ID (manufacturer identification)	Enter a manufacturer to further filter the data.
Model	Enter the model information to further filter the data.

Date Option

Recent number of months	Enter the number of months to filter your search. By entering a specific number of months, you can view the costliest asset to maintain based on data for those recent months.
Life to date	Select to calculate cost based on all maintenance history data

Viewing Top Five Problem Codes

The Top 5 Problem Codes pagelet graphically represents the most reported problem codes based on the user personalization options specified. The bars represent a count of work order tasks.

Note. This pagelet requires problem, cause, and resolution codes to be set up and updated appropriately throughout the life cycle of the work order.

This section discusses how to:

View the top five problem codes.
Personalize the Top Five Problem Codes pagelet.

Pages Used to View Top Five Problem Codes

Page Name	Object Name	Navigation	Usage
Top 5 Problem Codes pagelet	EP_WM_TOP_PROBLEMS	Click the Personalize Content link on the PeopleSoft homepage. Select Top 5 Problem Codes.	View the most reported problem codes.
Top 5 Problems Pagelet Personalization	WM_TOP_PROB_PRS	Click the Customize Top 5 Problem Codes icon on the Top 5 Problem Codes pagelet.	Define default display information for the Top 5 Problem Codes pagelet.

Page Name

Object Name

Navigation

Usage

Viewing Top 5 Problem Codes

Access the Top 5 Problems Codes pagelet.

Personalizing Top 5 Problem Codes

Access the Top 5 Problems Pagelet Personalization page.

Use the fields to filter which group of problem codes to analyze and which assets the pagelet will examine when counting the frequency of problem occurrences. You can use the default business unit that is set up in User Preferences for this user or select a different PeopleSoft Maintenance Management business unit. You can select a service group, shop, problem group, asset type and asset subtype.

Work Type Group	Displays the scheduled work as either preventive or corrective (non-preventive).
Week 1 and Week 2	Displays the number of tasks that are scheduled to start that week. By clicking the Count link, the system displays the Work Order Workbench page.
Scheduled Labor Hours	The total hours of the tasks scheduled for that week.

Asset Description	Click the asset link to view details of the asset. You can view the detailed service and repair history for this asset.
Total Cost	Displays the total cost of service and repairs for this asset.