Executing and Completing Work Orders

This chapter presents an overview of executing a work order in Oracle's PeopleSoft Enterprise Maintenance Management and describes how to:

Use the Technician Workbench to execute work orders.
Stage time entries.
Expedite work order completion.

Understanding Work Order Execution

Technicians, who are assigned to a work order task can access their assigned tasks using one of three methods in PeopleSoft Maintenance Management, which include:

Accessing the task using the Technician Workbench.
Accessing the task in the assigned resource's monthly schedule.
Receiving a hard copy of the task.

As work on a work order task progresses, the technician or an authorized maintenance administrator is charged with entering each technician's time, usage of tools, and management of materials for the task. Completion of tasks may also require additional labor, materials, and tools. The Technician Workbench component in PeopleSoft Maintenance Management enables technicians and assigned users to enter actual labor time entries by employee, material and tool usage for multiple tasks associated with multiple work orders all at once. Users can also use the Technician Workbench to manage and update the status, the actual start dates and times, and problem, cause, and resolution data for multiple work orders and tasks. The system calculates the actual cost of any labor performed and materials or tools used based on the actuals entered in the Technician Workbench.

After you submit time entries on the Technician Workbench, you must stage the entries in PeopleSoft Maintenance Management to ready them for transfer to PeopleSoft Project Costing. The labor and Inventory transactions are sent to the Inventory and PeopleSoft Payables subsystems where they are processed and the costs are sent to PeopleSoft Project Costing. The tool usage transactions are sent directly to PeopleSoft Project Costing for processing. PeopleSoft Project Costing runs its Pricing engine, capitalizes the costs in PeopleSoft Asset Management, if applicable, generates chargebacks, and sends them to the General Ledger business unit specified in the work order business unit for posting. After the actual costs are generated in PeopleSoft Project Costing, you can run the Cost Summarization process in PeopleSoft Maintenance Management to add the total actual costs for the work order tasks to the Costs page in the work order.

This section discusses:

Prerequisites for executing completing a work order.
The Technician Workbench.
Labor time entry.
Materials management.
Tools usage.
Meter reading entry.
Procedures.
Causal parts entry.
Crew assignment time reporting.
Work order tracking.
The Cost Summarization (WM_COSTSUMM) process.
Time entry staging and processing.

Prerequisites for Executing and Completing a Work Order

Prerequisites for executing and completing a work order using the Technician Workbench include:

Authorizing users in your organization to perform activities on the Technician Workbench based on selections on the Maintenance Management page of the User Preferences component, including the entering of a default Work Order Business Unit.

See Defining Maintenance Management User Preferences.
Set up for time entry and processing.
- Set up employees entering time both in PeopleSoft Maintenance Management and in PeopleSoft Payables.
- Set up employees entering time as resources in PeopleSoft Maintenance Management.
- Grant authorization to users who are authorized to enter time in the Technician Workbench using Manage Expenses Security in PeopleSoft Payables.
- Set up all the general ledger business units that have been assigned to employees in the PeopleSoft Payables setup on the Project Costing Integration Template.
- Set up the Billing Type and the Billing Action in the Time and Expenses, Employee Information, Update Profile.
- Set up Time Reporting Codes in Set Up Financials/Supply Chain, Product Related, Expenses, Management, Time Reporting Codes.
Set up for Inventory entry and processing.

Set up the Transaction Accounting Rules for the Work Order Usage Group (231) in Cost Accounting for the Inventory business unit.
Set up for tool usage processing.
- The cost and bill rates for tool usage are either based on the rates set up for the asset type and subtype on the Tool Rates page of the shop or the rates defined for the asset subtype in PeopleSoft Asset Management, Physical Definitions, Asset Subtype.
- The PeopleSoft Maintenance Management Tools Usage (TUG) System Analysis Type is set up in Installation Options, Project Costing Integration.

The Technician Workbench

Typically, after the scheduler schedules work order tasks for a work order, technicians can access the Technician Workbench and search for their assigned tasks. You can customize which fields display, as well as their order, in the Technician Workbench to meet your organization's specific needs. To simplify the task of locating assigned work order tasks, technicians can set up and save search criteria for later use. The technician then reviews the task information and executes the task.

Note. Schedulers can also skip online labor assignments and print a hardcopy to give to the one or more technicians assigned to perform the work order task.

Using the Technician Workbench, the technician or an authorized maintenance administrator can:

Access the technician's monthly, weekly, and daily calendar.
Enter labor time spent on the task.
Enter quantities used and manage the pickup and return of inventory materials for the task.

Note. There is a link to Inventory, Fulfill Work Orders, Issue to Work Orders component where materials can be issued for work orders.
Enter the usage of tools for the task.
Review and modify the checklist, attachments and review the instructions associated with a work order task.
Enter meter readings for the asset that is being maintained or repaired in a task.
Enter any causal parts related to the task.
Report crew assignment time for tasks assigned to crews.
Change the status of one work order task or multiple work order tasks at the same time.
Print assignments and informational reports.
Access a specific work order or task in the work order component.
Update an asset's location, area or offline status.
Add notes to the task.
View and update any supplemental data associated with a task.
Enter or modify actual start and end dates and time for a selected work order task or multiple work order tasks all at once.
If authorized, enter planned and actual downtime for the asset being repaired or maintained in the task.
Enter or modify problem, cause, and resolution codes for a selected work order task or multiple work order tasks all at once.

Note. The level of security set up for a user determines the user's level of access to the Scheduling page. Technicians normally do not have access to modify schedules.

The Work Order Tasks grids include:

A Details grid, on which you can:
- Directly access the Scheduling page for a work order task and add or modify the task and the resource schedules.
- View details about the work order and work order task.
- Determine whether the asset is being installed, removed, or retired.
- Review the status of the task.
A Details 2 grid, on which you can view the:
- Assignment.
- Scheduled and required start and end dates and times.
- Asset business unit and location.
- Work order's project information.
- Names of the supervisor, lead person, and scheduler for the task.
A Task Actual Dates/Times grid, on which you can enter the actual start and end dates and times for each task.

You can also make mass changes to actual dates for multiple tasks by selecting the Mass Change button, which displays a secondary page that enables you to perform mass changes to actual dates and times and PCR data.
A Failure Reporting grid, where you can select a problem group, problem, cause, and resolution (PCR) for each of the tasks (if this information was not entered on the work order task Requirements page).

You can override any default PCR values derived from the work order task requirements. You can also click the Mass Change button and access a secondary page to make mass changes to PCR codes for more than one task.

Note. You can track the progress of a work order using the Work Progress Tracking Inquiry.

See Using the Work Progress Tracking Inquiry.

Status Transitions

Technicians can change the status of assigned tasks in the Technician Workbench. You can select multiple tasks and select a status in the Change Status field. When you click the Go button, a Change Status page displays where you can change each of the individual tasks statuses for selected tasks. You can also review any editing errors, add notes, and notify the scheduler concerning the status change. Users (technicians and schedulers) must be set up in User Preferences as authorized to complete and close a work order task or work order before they can change the status of a work order task or work order to Complete or Closed. These authorized users can change a Closed task back to a status of Complete. You cannot cancel tasks from the Technician Workbench or the Work Order Workbench. Canceled and Closed tasks appear as display only. A status that is set up with an internal status of Cancel, will not appear on the list of available statuses in the Technician Workbench.

There are edits that prevent you from changing the status of a work order task to Complete if the work order has inventory on a pick plan or has an open peg.

Important! You may notice that the sample data that accompanies your PeopleSoft Maintenance Management application displays a user-defined status of Canceled - Work started but no longer needed. However, if you review the setup of this status in Set Up Financials/Supply Chain, Product Related, Maintenance Management, Setup, Work Order Status, you will see that the internal status is Complete.

Service Requests

When technicians access their work order task assignments in the Technician Workbench, a link displays at the top of the page, which indicates that they have a specific number of open service requests assigned to them. The link only displays if they have at least 1 open service request assigned to them.

Agents can assign service requests to technicians with or without a work order. When an agent assigns a technician to a service request that is not associated with a work order, the technician does not record labor time or material and tool usage. In many organizations, any routine task that takes less than fifteen minutes to address and complete is a simple service request and does not require the creation of a work order. The technician normally just accesses the service request and changes the status to complete once the work is done. This link in the Technician Workbench enables a user to access all service requests assigned to the resource, regardless of whether they are associated with a work order.

Labor Time Entry

You can enter labor time on the Technician Workbench for an employee using one of two time entry methods:

Punch time, in which you enter each date worked and enter a start and end time for each date, depending on the specified time reporting period.
Elapsed time, in which you enter time worked for each day of a specified time reporting period.

You select the time entry method in the User Preferences, Maintenance Management page for each type of user, and specify the time reporting period in each employee's data file.

An authorized user can enter time for the employees who are assigned to perform the work order task or are members of the valid work order resources. You must use Manage Expenses Security in PeopleSoft Payables to grant authorization to the authorized user who enters time in the Technician Workbench.

Important! Anyone who enters time in the Technician Workbench must be set up as a resource in PeopleSoft Maintenance Management and in PeopleSoft Payables. If a resource is not set up in PeopleSoft Payables, there will be no time sheet in the technician's workbench for this resource. You must set up all the general ledger business units that have been assigned to employees in the PeopleSoft Payables setup to the Project Costing Integration Template.

See Understanding Security for PeopleSoft Expenses.

See Defining Templates for Integration with Other Applications.

Personnel who are authorized to perform time entry on the Technician Workbench:

Cannot enter time against a closed or canceled work order task.
Can only enter time associated with a work order task.

You cannot enter personal time. If you want to track time taken for non-productive time, you can create a standing work order to track this time.
Cannot change the labor billing rate and cost rate.

These rates are predefined in either the work order business unit or the shop associated with the work order.
Can enter no more than twenty-four hours for each time entry date.
Cannot enter overlapping time in punch time entry within the same date time range on a time sheet.

Time sheets for elapsed time only allow the time entry for one task at a time.

Note. There is no relationship in the system between overbooking resources in a task listed in the Labor Schedules grid of the work order and entering time for resources.
Can enter time and make prior period time entry adjustments up to the point when a work order task is closed.
Cannot enter negative time.

Important! The system considers that all time entries are based on local time and does not perform time conversions. In addition, there is no validation of holidays or weekends.

Time Entry Staging and Processing

Once a user enters the time for a work order task, using either the punch time or elapsed time entry method on the Technician Workbench and submits the entries for posting, the Expense Post Status in the Technician Workbench for labor changes to Posted. The time keeper must then stage the time entries into the PeopleSoft Payables staging tables, where the labor hours are picked up by PeopleSoft Project Costing. PeopleSoft Project Costing uses the Pricing engine and Rate Sets to price the labor costs. The transaction costs are stored in the PROJ_RESOURCE table. PeopleSoft Project Costing applies its rules, capitalizes the costs in PeopleSoft Asset Management, if appropriate, and posts the costs to the general ledger business unit associated with the work order business unit. When you run the Cost Summarization process in PeopleSoft Maintenance Management, PeopleSoft Project Costing updates the total actual costs for the work order task stored on the Costs page of the work order.

If you installed PeopleSoft Payables and use the full functionality, you can set up PeopleSoft Payables workflow to enable the approval of time entries. If you do not install and use PeopleSoft Payables, then all time entries that you submit from the PeopleSoft Maintenance Management Technician Workbench are considered pre-approved.

To actually stage the entries to PeopleSoft Project Costing from PeopleSoft Payables, you must access the PeopleSoft Maintenance Management Stage Time Entries component where you can indicate that you want to stage the time entries to PeopleSoft Project Costing or publish the elapsed time, which are treated the same as any other time entered in PeopleSoft Payables.

Once the entries are staged in the PeopleSoft Payables staging table (EX_PROJ_RES_STG), then PeopleSoft Project Costing retrieves the entries from the staging tables using the Cost Collection, Expenses (PC_EX_TO_PC) application engine, where PeopleSoft Project Costing derives the labor cost rate based on the rate set. The calculated cost is updated in the PeopleSoft Project Costing PROJ_RESOURCE table. PeopleSoft Project Costing's pricing engine (PC_PRICE) either marks up or discounts the costs for chargebacks, if applicable. When you run the PeopleSoft Maintenance Management Cost Summarization process (WM_SUMMCOST), it summarizes the actual labor costs calculated by PeopleSoft Project Costing to the work order header and work order task.

Prior Period Adjustments

When you submit and stage the time entries the first time, the system assigns these entries a version number of 1 to these entries. However, you may need to modify time entries that you previously submitted and staged in a previous period. You can make prior period adjustments to time entries by selecting the Time Entry link in the Technician Workbench and search for the entries based on a specified start date. You can then modify the entries and save the entries as often as you want without affecting the version number. Saving the entries enables you to exit the workbench and to return to them and make further modifications before you process them. When you finally submit and stage the entries again, the new version number for the record is now two. You can modify the time entries in a prior period any number of times and each time you submit and stage them they are assigned a new version number. Once a work order task is closed, you can no longer adjust prior period time entries.

Materials Management

Users can access the Materials page in the Technician Workbench component to:

View and gather materials.
Acquire additional materials.
Return materials.

Before beginning an assigned task, a technician can access the Technician Workbench and view a list of the materials assigned to the work order task. The Materials page lists inventory materials, floor stock, as well as purchased and on hand materials identified in the work order's Schedules page. If desired, the technician can print a detailed list of the materials needed for the task. The printout specifies which materials will be delivered and which materials the technician needs to obtain from the inventory store.

The combination of the item type and delivery instructions provides a technician with the information needed to gather the materials and provides PeopleSoft Inventory with the delivery instructions for the materials. Delivery instructions are updated by the planner or scheduler and can include special handling instructions. A truck icon that displays in the task line in the workbench indicates that the materials are to be delivered to the work location.

Based on PeopleSoft Maintenance Management User Preferences, a technician can also generate and print a picking plan for materials that require gathering from the inventory store. The technician takes this plan to the inventory store and the inventory clerk uses the plan to locate the items needed for the task and gives them to the technician. A scheduler can also generate a picking plan, which enables PeopleSoft Inventory to pick the items ahead of time.

If additional quantities of materials are needed, the technician can:

Ask the scheduler to reserve additional quantities of materials in PeopleSoft Inventory. Once these materials are added to the schedule, the technician can list them in the Technician Workbench and generate another picking plan to obtain them from PeopleSoft Inventory.
Enter a direct issue in PeopleSoft Inventory from the Technician Workbench for the unscheduled items, if the technician has access to the Issue to Work Orders component. PeopleSoft Inventory creates an issue transaction, which updates one or more Inventory lines for a task in the work order.

If the materials ordered are shorted or damaged, the technician must contact the delivery store, where the inventory personnel handle the problem and update the PeopleSoft Inventory system. Inventory items that are not in stock are automatically ordered and replenished through the PeopleSoft Inventory system. If the items are needed immediately, the technician can contact the scheduler, who can create a purchase order to order the items. If the materials are crucial to the progress of the work order task, then the technician, scheduler, or planner can put the task on hold until the materials are received.

Materials must be returned to PeopleSoft Inventory when they are not needed for the task, are damaged or defective, or the task is cancelled. The two return processes are:

Return the materials to PeopleSoft Inventory.

Users can access the Issue to a Work Order page from the Technician Workbench and select the Return Parts check box. The transaction reduces the quantity issued on the materials list in PeopleSoft Maintenance Management for the work order task.

PeopleSoft Inventory takes care of the return details.
Return the materials to the shop.

The scheduler or other authorized personnel typically will handle the return via PeopleSoft Purchasing or Receiving.

See Receiving Interunit Transfers and RMAs.

Inventory Cost Collection

Inventory usage is tracked in the Technician Workbench as information. Once you schedule inventory parts for a work order and the Inventory parts are committed and reserved in PeopleSoft Inventory, a pick plan is run to select the items from PeopleSoft Inventory, and PeopleSoft Inventory issues the items (parts). Inventory transactions are created based on the issuing of the items (parts). The processing steps are:

Set up the transaction group 231, Work Order Usage, in Cost Accounting, Transaction Accounting Rules.

PeopleSoft Cost Management has its own rules for accounting for inventory issues. The rules can vary by storage area locations. PeopleSoft Maintenance Management has standard rules for the distribution ChartField values for issues. The Accounting Rules page enables you to set up the debits and credits for an issue from PeopleSoft Inventory. The debit is a basic expense account and the credit is an Inventory account.
Access the Cost Accounting, Inventory and Mfg Accounting, Create Accounting Entries, Cost Accounting Creation to create cost accounting entries to stage data to the PeopleSoft Project Costing tables . (CM_ACCOUNTING_LN)

You can run this process for a specific transaction group, Inventory business unit, and book name. Review the output to ensure that the data was staged.

Note. Make sure the accounting date is far enough in the future.
Access Project Costing, Cost Collection, Inventory to pull the Inventory costs into PeopleSoft Project Costing to run the PC_IN_TO_PC process.
Access Project Costing, Interactive Reports, Manager Transaction Review and select the Cost Review page to see that Inventory actual costs were loaded into the PROJ_RESOURCE table.
Run the Cost Summarization process to view the actual Inventory costs in the Actuals page of the work order.

Note. If you close the work order, the Cost Summarization process runs automatically.

See Fulfilling Work Orders from Maintenance Management.

Tools Usage

To complete a task, the technician typically returns the checked-out tools and enters tools usage in the Technician Workbench. Recording tools usage is optional. A user can only access this link if the Record Actuals Tools Usage check box is selected in the Definition page of any work order business units that are associated with the work orders listed in the Technician Workbench.

In the Technician Workbench, users can:

Enter tools usage for work order tasks up to the time that a work order task is closed.
Insert a new row, select a tool, and enter the actual start and end dates and the tool usage, if either the business unit or shop does not allow the scheduling of tools or additional unscheduled tools were needed to complete the task.

The system backfills the schedule and distribution fields after an unscheduled entry is saved in the Technician Workbench.
Update an existing tool usage record.

Note. To maintain the ability to differentiate between the scheduled usage and the actual usage, a user cannot delete a tool usage record. However, a user can enter the actual usage in a row as zero to indicate that the tool was not used even though it was scheduled for the task. Since there is only one transaction per task tool resource, each revision replaces or updates the previous record and there is no record of each incremental change. Users enter a new row with a negative value or a positive value to adjust a previous record's quantity.

When you enter tool usage in the Technician Workbench or the Work Order Completion component, you enter the quantity used and the transaction dates. You can override the tool cost and bill rates default values that are derived from the asset type and subtype or the shop's Tool Rates page. If authorized in User Preferences, you can override the distribution values for the assigned row on the work order task. If there is a difference between the currency code for the tool rates in PeopleSoft Asset Management and the currency code in the work order business unit, the tool costs that display in PeopleSoft Maintenance Management are always converted to the currency specified in the work order business unit. The system updates the tools schedule and actuals table with actual quantity used when the technician saves the entry. These values display on the Actuals page of the work order.

After the tools data is entered on the Technician Workbench:

You run the Cost Collection process for PeopleSoft Maintenance Management in Project Costing. (Project Costing, Cost Collection, PeopleSoft Maintenance Management) This pulls the data into the PROJ_RESOURCE table.

Note. The actual tools rows in the Technician Workbench cannot be modified after PeopleSoft Project Costing pulls the data into the PROJ_RESOURCE table.
The GL Distribution status is changed to HOLD in PeopleSoft Project Costing.
You run the Cost Summarization process in PeopleSoft Maintenance Management (or close the work order to run the process automatically) to display the actual tool costs on the Costs page of the work order.
If you close the work order, GL Distribution HOLD status is removed to enable the calculation of chargebacks and the distribution of accounting entries to the PeopleSoft General Ledger from PeopleSoft Project Costing.

See Work Order Labor and Tools Usage Costs.

See Work Order Task Accounting.

Meter Readings

You can enter meter readings in the Technician Workbench for the asset associated with the work order task if that asset is defined as a metered asset in PeopleSoft Asset Management. Typically, meter readings are entered for preventive maintenance work orders, but they also can be entered for any type of work order against an asset that has a meter. You can also indicate if this is the first reading for the asset after a replacement or a rollover. This information updates the PeopleSoft Asset Management Meter Reading History for the asset.

See Understanding Preventive Maintenance Work Orders.

Procedures

The Procedures page in the Technician Workbench enables a technician to update the checklist, review the instructions, and open, add, and delete any attachments associated with a work order task. You must complete the required checklist items before you can change the task status to complete.

See Pages Used To Create a Work Order.

Causal Parts

A technician can access the Causal Parts page in the Technician Workbench and record the parts that caused the problem of the work order. A causal part can be an inventory item, an asset or just an open text description. This information is included in an existing warranty claim.

Crew Assignment Time Reporting

You can select this tab on the Technician Workbench to:

Report the completed date for a crew scheduled task.
Update carryover hours for a crew scheduled task.
Update completed man hours for a crew scheduled task.

You can select multiple rows and select one of the above actions to apply to the rows. You can also enter the data on each individual row. If the completed hours are equal to the carryover hours and you save the page, the carryover hours field is changed to zero. When you save the data, the system updates the corresponding crew assignments. These changes will be reflected in both the Crew Scheduling Workbench, when you select the same crew assignments, and the Labor Requirements grid when you access the affected work order.

Important! Since you enter crew assignment time based on each craft, you must enter time for each employee either on the Technician Workbench or on the Work Order Completion component.

Using the Technician Workbench to Execute Work Orders

To execute a work order use the Technician Workbench (WM_WOE_WB1) component.

This section discusses how to:

Use the Technician Workbench.
Enter punch time for a work order task.
Enter elapsed time for a work order task.
Enter materials.
Enter tool usage.
Enter meter readings.
Review procedures.
Enter causal parts.
Report crew assignment time.
Print work order tasks detail reports.

Pages Used to Execute Work Orders

Page Name	Object Name	Navigation	Usage
Technician Workbench	WM_WOE_WB	Maintenance Management, Workbenches, Technician Workbench	Select, search, update, and print work order tasks.
Task Search	WM_TSK_SRCH_SEC	Maintenance Management, Workbenches, Technician Workbench. Click the Search button on the Technician Workbench page.	Perform ad-hoc views (searches) and save and delete views.
Change Status	WM_WOE_STATUS	Select a status and click the Go button on the Technician Workbench.	Perform a mass status change.
Work Order Task Detail Report Options	WM_RPT_OPTNS	Click the Print button on the Technician Workbench.	Select specific options and reports that you want to print.
Workbench Mass Change	WM_WOE_MASS_SEC	Click the Mass Change button on the Technician Workbench page.	Change the actual dates and times and/or the PCR codes for multiple work order tasks.
Work Order Details	WM_WOE_DETAIL	Click the Work Order ID for a selected task on the Technician Workbench.	Review the work order header information and work order task details and dates for the selected task.
Asset	WM_WOE_ASSET	Click the an Asset link in the Details grid.	Add or modify the asset's offline status, location, area and effective date.
Asset Warranties	ASSET_WARRANTY	Click the Asset Warranties button on the Work Order page. Click the Asset Warranties button on the Requirements page. Click the Asset Warranties button on the Schedules page.	Display the asset warranties associated with the specified asset. If a warranty does not exist, users with update access to the page can create an asset warranty for the asset using a Warranty Template.
Notes	WM_TSK_NOTES	Click the View link for Notes in the Details grid of the Technician Workbench.	Review or add notes associated with the task.
Supplemental Data	WM_WOE_SD	Click the View link in the Details grid of the Technician Workbench.	Review or update supplemental data associated with the task.
Checklist	WM_WOE_CKLST	Click the Pre-task or Post-task Checklist button the Technician Workbench - Details grid.	Select check box to indicate that the pre-task or post-task step has been completed.
Work Order Task Elapsed Time Entry	WM_ETIME_ENTRY	Click the Time Entry link on the Technician Workbench page.	Enter elapsed time entries for this work order task.
Work Order Task Punch Time Entry	WM_PTIME_ENTRY	Click the Time Entry link on the Technician Workbench page.	Enter punch time for the work order task.
Materials	WM_WOE_MTLS	Click the Materials link on the Technician Workbench page.	Review inventory and floor stock scheduled for the task, issue the selected materials to the work order, generate a pick plan, and directly access the Schedules page of a selected work order task.
Work Order Task Tools Usage Entry	WM_TLS_USAGE	Click the Tool Usage link on the Technician Workbench page.	Enter the dates and times and quantity a tool was used for a work order task.
Meter Readings	WM_WOE_METER	Click the Meter Readings link on the Technician Workbench page.	Enter meter readings and view meter trend chart for the asset on which the work order task was performed.
Advanced Options	AM_MTR_ADV_OPTIONS	Click the Advanced link in the Current Meter Readings grid in the Meter Readings page.	Review reading details for the selected asset.
Procedures	WM_WOE_LIST	Click the Procedures link on the Technician Workbench page.	Review a work order task's checklist, instructions and attachments associated with the task.
Causal Parts	WM_WOE_CAUSAL_PART	Click the Causal Parts link on the Technician Workbench page.	Enter one or more parts responsible for causing the failure or the need for the task.
Report Crew Assignment Time	WM_CS_RPRTHRS_WB	Click the Report Crew Assignment Time link on the Technician Workbench page.	Enter carryover hours, completed hours, and the completed date for a crew assigned to a task.
WO Issue Search	IN_WO_ISS_SEARCH	Click the WO Issue Search tab in the Inventory Work Order Issues component. Inventory, Fulfill Work Orders, Issue to Work Orders	Enter criteria to search for inventory materials scheduled for work orders associated with a specific Inventory and work order business unit.
WO Issue Location	IN_WO_ISS_LOC	Click the WO Issue Location tab.	Issue inventory to a technician from a specific inventory location.
WO Issue Summary	IN_WO_ISS_SUMMARY	Click the WO Issue Summary tab.	Review the total quantities of an item requested, allocated, and issued in PeopleSoft Inventory for a work order task.
Downtime Entry	WM_WO_DOWNTIME	Click the Downtime link on the Task Actual Dates/Times grid on the Technician Workbench	Enter planned and actual downtime for the asset associated with the task.

Using the Technician Workbench

Access the Technician Workbench page.

You have “n” Service Requests

Click this link to access the Service Request Inbox page, which lists the service requests assigned to this technician. This list includes service requests associated with a work order and service requests in which the agent assigned the task to a technician without creating a work order.

Important! This field only appears on the Technician Workbench if one or more of the work orders is associated with a service request.

Use View and View

Click the View button to access the Task Search page, where you enter and select criteria to narrow your search for Tasks. When you click the Save View button, you save the named view for later use. If you want to perform a search based on a saved view, you select the view name in the Use View field and click the Search button to search for Tasks based on the view's criteria and list them in the Work Order Tasks grid. Alternatively, to do an ad hoc search you can enter any search criteria in the Task Search page without saving a view and click the Search button.

See Creating Work Order Task Search Views.

My Calendar

Click this link to access the technician's monthly calendar. You must create the technician as a PeopleSoft Maintenance Management resource in PeopleSoft Resource Management.

Note. The calendar that displays when you click this link is the calendar of the user who logs on to the system. If this person is the technician, the technician's calendar displays. If this person is an administrative person who is authorized to enter data for one or more technicians, the administrative person's calendar displays.

Workbench

Click this link in other pages that you can access from the workbench, such as the Work Order Task Punch Time Entry page to return to the Technician Workbench.

Time Entry

Click this link to access either the Work Order Task Punch Time Entry page or the Work Order Task Elapsed Time Entry page to enter time for the selected task.

Important! You must add all the general ledger business units that are assigned to employees in the Time & Expenses setup to the Project Costing Integration Template.

See Labor Time Entry.

Materials

Click this link to access the Materials page.

See Materials Management.

Tool Usage

Click this link to access the Tool Usage page.

See Tools Usage.

Meter Readings

Click this link to access the Meter Readings page.

See Meter Readings.

Procedures

Click this link to access the Procedures page.

See Procedures.

Causal Parts

Click this link to access the Causal Parts page.

See Causal Parts.

Report Crew Assignment Time

Click this link to access the Report Crew Assignment Time page.

See Crew Assignment Time Reporting.

Print

Click this button to access the Work Order Task Detail report options page.

See Printing Work Order Tasks Detail Reports.

Mass Change

Click this link to access the Workbench Mass Change page, where you can change the actual dates and times and/or the PCR codes for one or more work order tasks that you select on the Technician Workbench page. You can only update tasks that are not canceled or closed.

Change Status To and Go

Select a status from the drop-down list and click on Go to access the Change Status page.

Important! All of the links listed above require the selection of at least one task on the Technician Workbench.

Change Status

Select a status and one or more work order tasks and click the Go button to access this page where you can update multiple tasks with the same status at the same time. Optionally, you can leave the Change Status to field blank if you want to change each of the selected tasks individually to a different status. The tasks are each listed with these same fields:

Task Status	Displays the current status of the task.
Change Status To	Displays the status that you selected in the Change Status To field on the Technician Workbench. If the status is canceled, then the field displays the Canceled status and is display-only. All status changes are edited immediately upon being changed. Note. You cannot change the status to complete until all the items on the checklist are completed and the Task Actual start/end dates and time are entered.
Notify Scheduler	Click this check box to send an email and note to the scheduler that you changed the status for a work order task.
Note	Enter a note explaining why you changed the status. You can click the Dictionary icon to check your spelling. If a note is entered, that note is added to the Task Notes. If Notify Scheduler is selected, this note is also emailed to the Scheduler.

Work Order Task - Details

Click this tab to review and modify task attributes.

Note. You can select the Customize link at the top of this grid and choose any columns in any order that you want to display in the Details and the Details 2 grid to suit your business needs.

Work Order ID	Select a task and click this link to access the Work Order Details page, where you can review the work order header information, work order notes, some task details, and task dates for the selected task.
Task	Click a task number link to access the selected task in the Work Order - Schedules page. The user's access to data in the work order depends on the user's security profile. See Scheduling a Work Order.
Asset	Click this link to access the Asset page on which you can add or modify whether the asset is offline, add or modify the asset's location and area, and indicate the date from which these changes are effective.
	Displays this icon to indicate that the selected asset for the work order task is associated with hazardous materials.
	Displays this icon to indicate that there are warranties associated with the selected asset for the work order task.
Asset Action	Displays if the asset is being removed, installed, retired, or not changed in the task.
Notes	Click the View link to access the Notes page to review any notes associated with the selected task.
Sup. Data (supplemental data)	Click the View link to access the Supplemental Data page. Supplemental data is often set up by an organization to handle hazardous waste requirements. See Understanding Supplemental Data.
	Click either the Pre-task checklist button or the Post-task checklist button to access the Checklist page, where you can select a Completed check box to indicate that you completed the task. When you select the check box, your (the technician's) name and the time and date that you completed the task appears on the page.

Work Order Task - Details 2

Click the Details 2 tab to review the name of the technician assigned to a task, the task's resource line number in the Labor Schedules grid, the work order's required start and end date and times, the Asset Management business unit and task's location of the asset, the project information for the work order, the shop, and the names of the lead person, supervisor, and scheduler assigned to the task.

Work Order Task - Task Actual Dates/Times

Actual Start Date and Actual Start Time and Actual End Date and Actual End Time

Click the Task Actual Dates/Times tab to enter the start and end dates and times when the task was actually performed. These fields are display only when you close or cancel a work order task.

Note. You can update the actual task dates and times for one or more tasks at the same time by clicking the Mass Change button.

Downtime

Click this link to access the Downtime Entry page for the asset associated with the task.

See Entering Asset Downtime.

Work Order Task - Failure Reporting

Select the problem group, problem, cause, and resolution codes associated with this task. This information is used for searching and for tracking the task. If you selected these values in the work order's Requirements page, then the default values display in the Technician Workbench fields. You can override the default values.

Note. You can update the PCR codes for one or more tasks at the same time by clicking the Mass Change button.

See Understanding PCR Setup and Tracking.

Entering Punch Time for a Work Order Task

Access the Work Order Task Punch Time Entry page.

Time Report ID

Generates the next available unique number when you save the entry.

Version Number

Indicates how many times a time entry was submitted. The default value for the first time sheet created is zero. The version number increases by 1 with each additional submission of a time sheet. Clicking the Save button does not increase the version number, it retains any changes until you are ready to submit the record again.

Period End Date

Displays date based on whether the employee's time is reported daily, weekly, biweekly, or semimonthly. The time period is set up in the employee's data.

See Adding Employee Personal Data.

Time Report Status

Defaults to Pending before submission, and to Approved after you click the Submit for Posting button.

Time Report Period

Displays the time reporting method identified in the employee's data. The methods that you can use in PeopleSoft Maintenance Management are:

Daily

Weekly

Biweekly

Semimonthly

Expenses Post Status

Displays Yes if time entry transactions that you submitted to PeopleSoft Payables are posted, and No if the transactions are not posted.

Note. PeopleSoft Maintenance Management does not use the Not Appl (Not Applied) value.

Save for Later

Click this button to temporarily save this time report without submitting it, so that you can add or change information on it later before submitting it for posting.

Note. When you click this button, the system compares the work order and work order task dates, times, and other information with the information entered and does not let you continue until the time entry rows are corrected.

Submit for Posting

Click this button to submit the time report transaction to PeopleSoft Payables, where the accounting transactions are processed and sent to PeopleSoft General Ledger and the costs are generated and sent to PeopleSoft Project Costing.

Note. When you click on this button, the system compares the work order and work order task dates, times, and other information with the information entered and does not let you continue until the time entry rows are corrected. Access to this button can be controlled from User Preferences.

Print

Click this button to access the Work Order Task Detail Report Options page from which you can select various reports to print.

Time Quantity

Displays the total hours entered for this employee.

Update Total

Click this button to update the total time entered, which displays in the Time Quantity field. You can continue to click this button to view a running total of the time entered for an employee.

Time Sheet

Select the Time Sheet tab in the Enter total hours worked on work order task group box.

Business Unit, Work Order ID, and Task Number	Select these values if this employee was not scheduled in the system to work on this work order. If this employee was scheduled and assigned to various work orders and tasks in the Schedules page of the work order, then all of the assigned tasks and their associated work order IDs and business units are listed for this employee.
Resource Line	Displays the line in the Labor Schedules grid on which this resource was assigned in the Schedules page of the work order.
Craft	Select a craft for this employee, if this employee was not scheduled ahead of time. Displays the employee's craft, if the employee was scheduled ahead of time. You can override this value. This is used to identify the rate by which the hours are multiplied to determine the labor cost.
Date Worked	Select the date that this employee worked on the task.
Start Time and End Time	Select the start and end times that the employee worked on this task. Note. When you either click the Save for Later button or click the Submit for Posting button, system messages display if the date and times entered here are outside of the dates scheduled for the task or do not reflect the dates and times entered in the Labor Schedules row for this employee.

Distributions

Select the Distributions tab in the Enter total hours worked on work order task grid. This displays the ChartField distributions that are associated with the resource line. If this a new resource line (actuals entries only), then default distributions are derived from a distribution template. You can override these values, if necessary.

Entering Elapsed Time for a Work Order Task

Access the Work Order Task Elapsed Time Entry page.

The fields in the header and the buttons in this page work the same way as they do in the Work Order Task Punch Time Entry page.

Time Sheet

Select the Time Sheet tab to enter elapsed time for work order tasks on which this employee worked. In elapsed time entry, you enter the hours worked on specific days of the week based on the Period End Date and Time Report Period.

If Time Report Period is Daily, displays a single day in the Work Order Task Elapsed Time Entry, Time Sheet grid.
If Time Report Period is Weekly, displays the days of the week in the Work Order Task Elapsed Time Entry, Time Sheet grid.
If Time Report Period is Biweekly use the Previous Week and Next Weekbuttons to transfer to the previous week or next week for the other week not currently displayed.
If Time Report Period is Semimonthly,the time entry is the same as for the biweekly page.

However, you can click the Next button twice from the first week and arrive at the last week, which may have just one day available for time entry depending upon the month.

Distributions

Click the Distributions tab, which displays the ChartField distributions that are associated with the resource line. If this a new resource line (actuals entries only), then the distributions are derived form a distribution template. You can override these values, if necessary.

Entering Materials

Access the Materials page.

Print

Click this button to print reports from the Work Order Task Report Options page.

Picking Plan

Click this button to generate a picking plan for selected materials for PeopleSoft Inventory based on the predefined Picking Plan run control in User Preferences.

See Assigning and Scheduling Inventory Resources for Work Order Tasks.

Issue to Work Orders

Click this link to access the Issue to Work Order Search page, where you enter details to issue the item to the work order task. Once the item is issued, the Issue Date and Issue Quantity fields appear in the Inventory and Floor Stock grid.

See Pages Used to Issue Items to a Work Order.

Inventory and Floor Stock

This grid displays each inventory item or floor stock item that were entered for the selected work order tasks.

Used Quantity

Enter the quantity used of this item.

and Delivery Instructions

Displays delivery instructions informing PeopleSoft Inventory which materials to deliver and where to. Delivery instructions along with the Delivered Y/N flag (displayed as a delivery truck icon) for materials are updated by the planner or scheduler to indicate where materials need to be delivered. These instructions might also include special handling instructions (such as fork lift needed). The Delivered Y/N flag indicates which materials are typically delivered to the work location. You can indicate how you want the materials delivered in the work order task's Inventory Schedules grid and the Purchase/On-Hand Schedules grid.

Entering Tool Usage

Access the Tool Usage page.

Asset ID

Select or override the Asset ID (Serial ID, VIN, or Asset Tag Number) for the tool. A default value appears, if a value was selected in the work order task Tool Schedules grid. A description of the tool also appears. The selected asset must be flagged as a tool.

Note. For unplanned tool usage (tool requirements were not defined or scheduled), when you select this value, default values are applied to the Asset Type, Subtype, Manufacturer ID, and Model fields, if applicable. These fields are not visible from the Technician Workbench.

Quantity Used

Enter the quantity used. For example, if the cost to use a truck is ten cents per mile, and the truck travelled 20 miles during the task, then the quantity used is the total number of miles (20) that the truck travelled for the task. This quantity is multiplied times ten cents per mile to arrive at the total cost of the tool usage (2.00 USD).

Actual Start Date, Start Time, Actual End Date, and End Date

Enter the actual start and end dates and times in which the tool was used for a work order task.

Actual Duration

Displays the actual duration of the task based on the actual start dates and time values converted to hours divided by the Quantity Used value. This calculation depends on the UOM that applies to the tool.

Tools Cost

Access the Tools Cost grid of the Tool Usage page.

Tool Cost Rate and Tool	Override the default Tool Cost Rate and Tool Bill Rate values as necessary. The default value is derived from the values entered on the Tool Rates page of the shop.
Transaction Date	Override the default system date as necessary.
Distribution	Click this link to access the ChartField distribution page for tools to be processed in PeopleSoft Project Costing.

Entering Meter Readings

Access the Meter Readings page.

Technicians update an asset's meter readings to reflect usage information.

	Click this icon to activate the fields in a row of the Current Reading grid.
Date and Time	Enter the date and time of the meter reading for the work order task's asset.
Meter Type	Select the type of meter from which you took the reading, such as an odometer.
Reading and UOM (unit of measure)	Enter the meter reading. The UOM value is determined by the asset and the type of meter that you select.
Change	If a prior meter reading exists, the difference between the current reading and the prior reading displays in this field.
Prior Reading	This value displays if there was a prior meter reading in the PeopleSoft Asset Management Meter Reading History for the selected meter and asset.
Advanced Options	Click this link to access the Advanced Options page.
	Click this icon to access the Meter Readings Trend Chart.

Advanced Options

Access the Advanced Options page.

Rollover	Select this check box only if this is the first meter reading performed after a rollover.
Replaced	Select this check box only if this is the first meter reading performed after the replacement of the meter. For example, if a new odometer was installed in a company car. If you select this check box, you must enter the Accumulated Reading.
Accumulated Reading	Enter a value in this field if you selected Replaced. You must enter the previous reading on the old meter to track the actual overall mileage.

The Meter Readings Trend Chart

Access the Meter Readings Trend Chart:

Start Date

Select the beginning date for the meter readings that you want to appear on the Meter Readings Trend Chart.

Upper Limit for Chart Y Axis

Enter the upper limit (Readings/KWH) that you want to appear on the Y axis of the Meter Readings Trend Chart.

End Date

Select the last date for the meter readings that you want to appear on the Meter Readings Trend Chart.

Upper Limit for Chart X Axis

Enter the upper limit (Reading Date/Time) that you want to appear on the X axis of the Meter Readings Trend Chart.

Last Readings to Chart

Indicates the total number of readings that appeared on the chart starting with the latest readings.

Chart Readings

Click this button to display the Meter Readings Trend Chart based on the values you entered for the Meter Readings Chart Options.

Clear

Click this button to clear the Meter Readings Chart Options fields.

This chart compares the meter readings that were read on the odometer of this vehicle every 200 miles, and each date and time the meter readings were taken. This chart shows the miles

Reviewing Procedures

Access the Procedures page.

Checklist, Instructions, and Attachments

Enables you to either access the checklist, instructions, and attachments pages associated with the work order task. You can also access the task and add instructions or checklist items via the Work Order Component. You must call up the task again to access the View links for any additional procedures that you added to the task.

Entering Causal Parts

Access the Causal Parts page.

Part Type

Select if this causal part is either an inventory item, an asset, or a description.

Part

If you select this value, then the inventory Item ID field is enabled so that you can select the item that caused the problem.

Asset

If you select this value, then the Asset Unit and Asset ID fields are enabled so that you can select the asset that caused the problem.

Quantity

Enter the number of parts or assets that caused the problem.

Reporting Crew Assignment Time

Access the Report Crew Assignment Time page:

Action

Select the rows that you want to affect with this action and then select one of these actions:

Report Completed Date.

Selecting this value displays a date field in which you can select the date the selected work order task row was completed.

Select the Go button to execute the action and update the rows.

Update Carryover Hours.

Selecting this value displays the following fields.

To.

Enter the number of carryover hours to update the selected rows.

Completed.

The date the work was completed displays in this field. You can override this date.

Select the Go button to execute the action and update the rows.

Update Completed Man Hours.

Selecting this value displays a To field on which you can enter the completed man hours for the selected rows.

Select the Go button to execute the action and update the rows.

Crew Assignments Tab

Access the Crew Assignments tab on the Report Crew Assignment Time page.

Work Order, Task No, Task Line, Task Descriptions, Task Status, Asset ID, Craft, Estimated Man Hours, and Crew	The field values for each row are derived from the work order and the Crew Scheduling Workbench.
Carryover Hours	Displays the carryover hours in this field. If you enter a completed date , the carryover hours are zeroed out. You can enter a value on each row, or you can update the carryover hours for one or more selected rows by selecting action, Update Carryover Hours action.
Completed Hours	Enter the number of hours of work completed for each row. You can also select the row and select the Update Completed Man Hours action to update one or more selected rows at the same time.
Completed	Select the date on which the completed hours were completed for each row. You can also select one or more rows and select the Report Completed Date action to perform this activity. When this field is entered, the Carryover Hours in the row will be set to zero.

Printing Work Order Tasks Detail Reports

Access the Work Order Task Detail Report Options page.

Bar Code

Select this field to print work order information such as the work order business unit, the work order ID, the task ID, and the resource line number for materials in bar code format for selected reports. For inventory items, the barcode is printed on the Scheduled Materials section. The storeroom clerk can then scan a resource line directly from the materials list and match it with the items committed to the work order task.

Staging Time Entries

This section discusses how to stage time entries.

To stage time entries use the Stage Time Entries (RUN_EXTRNPRC_WM) component.

Pages Used to Stage Time Entries

Page Name	Object Name	Navigation	Usage
Stage Time Entries	RUN_EXTRNPRC_WM	Maintenance Management, Work Order Management, Work Order Processing, Stage Time Entries.	Stage time entries for PeopleSoft Project Costing processing.
Selected Business Units	RUN_EXTRNPRC_BU	Click Selected Business Units tab.	Select business units associated with the time entries.
List	PSRF_REPORTS_CHRON	Click the Report Manager link.	List generated reports.
Explorer	PSRF_REPORT_VIEWER	Click the Explorer tab.	Display selected report.
Administration	CDM_CONTLIST	Click the Administration Tab.	Review attributes of listed reports.
Archives	CDM_CONTLIST_ARCH	Click the Archives tab.	Review archived reports.
Process List	PMN_PRCSLIST	Click the Process Monitor link in the Stage Time Entries component.	View the status of processing jobs.
Server List	PMN_SRVRLIST	Click the Server List tab.	View and access servers.

Staging Time Entries

Access the Stage Time Entries page.

Stage Time to Project Costing

Select this check box to stage the time entries, which were entered and submitted in the Technician Workbench component for processing in PeopleSoft Project Costing.

Publish Elapsed Time

Triggers an application message that publishes elapsed time reporting data to Time and Labor. This option is checked when a user has PeopleSoft Enterprise HRMS and PeopleSoft Enterprise Time and Labor.. The time sheet data will be sent to Time and Labor if they choose to run it and the data will be processed as normal time entries without specifying the association with work order.

Important! The work order information is not carried over to Time and Labor.

Selected Business Units

Access the Selected Business Units page and select one or more business units that are associated with the time entries that you want to stage.

Expediting Work Order Completion

This section discusses how to use the Work Order Completion component.

Understanding the Work Order Completion Component

The Work Order Completion component enables you to expedite the entry of labor time, inventory usage and returns, and tool usage for the tasks associated with a selected work order. You can also change the status of each task associated with the selected work order, enter the actual start and end dates and times of the selected work order, and enter or update PCR data for the work order. Work orders must be approved before you can enter time for them.

To submit a time sheet for posting in the Work Order Completion component, you must set up the Time sheet Default page for each shop associated with the resources for which you are entering time. The time sheet prefix is used to determine which time sheet transactions can bypass Time and Expenses and go directly to the staging tables for Project Costing. The time sheet prefix combined with the time sheet ID is a unique number. The PeopleSoft Payables staging table indicates when a row is directly populated from PeopleSoft Maintenance Management.

Labor time.

You enter the actual start and end dates and times for every technician assigned to any of the tasks associated with the selected work order in the Technician Workbench. You can also add and remove unscheduled time entry rows to each task. After creating these entries, if authorized, you can select the Submit For Posting button. The system automatically stages the transactions in the PeopleSoft Payables staging tables until Cost Collection for PeopleSoft Payables is run in PeopleSoft Project Costing, which collects the time information for each resource and stores it in the PROJ_RESOURCE table. The PeopleSoft Project Costing cost collection process also performs pricing on the time data. You must run the Cost Summarization process to see these actual labor costs updated in the Costs page of the work order.

Note. There is no time limit for entering time on the Work Order Completion component.

Important! Labor time entered on the Work Order Completion component cannot be updated on the Technician Workbench Time Entry page, and labor time entered on the Technician Workbench Time Entry page cannot be updated on the Work Order Completion component. Also, selecting the option to enter Elapsed Time or Punch Time on the User Preferences, Maintenance Management page does not apply to the Work Order Completion component.

See Understanding the Work Order Completion Component.
Tools usage.

You can the click the Tool Usage link on the Work Order Completion page to access the Tool Usage page, where you can enter the actual start and end dates and times for tool usage on each of the tasks associated with the selected work order. The transaction processing for these entries is the same as it is for the Technician Workbench.

See Understanding the Work Order Completion Component.
Material usage and return.

You can click the Materials link on the Work Order Completion page to access the Materials page, where you can enter the quantities of inventory items used for each work order task in the selected work order. This grid also indicates the quantity of the item that was reserved and the reservation status of each item. You can also create a picking plan for selected items.

If more inventory materials are needed for the tasks associated with the selected work order, you can click the Issue to Work Orders link on the Materials page to enter a direct issue in PeopleSoft Inventory for the unscheduled items, if the user has access to the Issue to Work Orders component. PeopleSoft Inventory creates an issue transaction, which updates one or more Inventory lines for a task in the work order.

You can also click the Print button and add a bar code and print the following reports:
- Labor Assignment Report
- Material Assignment Report
- Procurement/On-Hand Report
- Tools Assignment Report
- Instruction Report
- Check List Report
- Work Order Task Notes Report
- Equipment Parts List
See PeopleSoft Maintenance Management Reports.
Meter Readings

If this is a preventive maintenance work order where the asset is based on meter readings, you can click the Meter Readings link and access the Meter Readings page. You can update the current meter readings of meters associated with the asset and click an Advanced Options link to the meter's details, such as the accumulated reading . You can also click a link to access the Meter Reading History in PeopleSoft Asset Management and view a Meter Reading trend chart.
Causal Parts

You can click on the Causal Parts link and enter any assets or item parts that caused each task in the selected work order to be opened. This information does not update a Warranty Claim created in the work order.

You can access the checklist associated with each task to mark the steps as complete. You can review and modify any existing notes and enter, if authorized, planned and actual downtime for the asset being maintained or repaired.

Note. You cannot perform prior period adjustments on the Work Order Completion component.

Pages Used to Expedite Work Order Completion

Page Name	Object Name	Navigation	Usage
Work Order Completion	WM_WO_ACT	Maintenance Management, Work Order Management, Work Order Completion	Enter data to complete a work order.
Tool Usage	WM_TLS_USAGE	Click the Tool Usage link on the Work Order Completion page.	Enter actual tool usage for a work order.
Materials	WM_WOE_MTLS	Click Materials link on the Work Order Completion page.	Enter the quantities of materials used for each work order task and issue materials as necessary.
Meter Readings	WM_WOE_METER	Click the Meter Readings link on the Work Order Completion page.	Enter the meter readings for the asset associated with the work order.
Causal Parts	WM_WOE_CAUSAL_PART	Click the Causal Parts link on the Work Order Completion page.	Enter the parts that caused the problem addressed in the work order.
Mass Change	WM_WOE_MASS_SEC	Click the Mass Change button on the Work Order Completion page.	Update the actual dates and times and the PCR codes for each of the work order tasks.
Checklist	WM_WOE_CKLST	Click the Checklist link on the Work Order Completion page.	Identify items listed on the checklist and make them as completed.
Work Order Task Notes	WM_TSK_NOTES	Click the Notes link on the Work Order Completion page.	Review and add notes associated with the work order task.
Downtime Entry	WM_WO_DOWNTIME	Click the Asset Downtime link on the Work Order Completion page.	Enter actual asset downtime.
Asset Information	WM_WO_ASSET_SEC	Click the Asset Details link on the Work Order Completion page.	Review detailed information about the asset.
WO Issue Search	IN_WO_ISS_SEARCH	Click the Issue to Work Orders link on the Materials page.	Select a pick plan and/or enter a work order ID as search criteria.
WO Issue Location	IN_WO_ISS_LOC	Click the WO Issue Location tab.	Enter the parts quantity issued and the quantity returned.
WO Issue Summary	IN_WO_ISS_SUMMARY	Click the WO Issue Summary tab.	Review the total quantities requested, reserved, allocated, and issued.
Labor Distributions	WM_LBRACT_DIST_SEC	Click the Distributions link on the Work Order Completion page, Labor Actuals, Distributions tab.	Review or modify the Labor Distributions ChartFields.

Using the Work Order Completion Component

Access the Work Order Completion page.

Tool Usage

Click this link to access the Tool Usage page and enter actual tool usage for this work order task.

See Entering Tool Usage.

Materials

Click this link to access the Materials page and enter actual quantities of items used. You can also click on the Issue link to issue additional materials to the work order or enter returned items.

See Entering Materials.

Meter Readings

Click this link to access the Meter Readings page and enter the current meter readings for the asset.

See Entering Meter Readings.

Causal Parts

Click this link to access the Causal Parts page and enter any assets or asset components that caused the task problem.

See Entering Causal Parts.

Mass Change

Click this button to access the Mass Change page in which you can update the actual start dates and times and/or the PCR values for all the work order tasks.

See The Technician Workbench.

Submit for Posting

Click this button to submit the time entries for posting in PeopleSoft Payables. Only users who have the Allow Submit Time for Posting check box selected on the User Preferences - Maintenance Management page can access the Submit for Posting button.

Note. Once you submit the timesheet directly to the staging tables for Project Costing from the Work Order Completion component, you cannot modify the data posted data. If you need to make adjustments, then you must enter a new line of labor data with the corresponding positive or negative adjustment.

See Expediting Work Order Completion.

Status

Select the status to which you want to change the status. Only authorized users can change the status to Complete or Closed. The status rules for the work order apply to this component.

See Understanding Service Request and Work Order Statuses.

Checklist

Click this link to access the Checklist page and select completed tasks on the checklist.

See Procedures.

Notes

Click this link to access the Work Order Task Notes page, where you can review existing task notes and add new notes.

See Reviewing Procedures.

Asset Downtime

Click this link to access the Downtime Entry page, where you can enter the planned and actual downtime of the asset. You can also click a link to access the Asset History page from this page.

See Asset Downtime.

Actual Start Date and Actual Start Time and Actual End Date and Actual End Time

Enter the actual start and end dates and times for the work order task.

Problem Group and Problem Code and Cause Code and Resolution Code

Select a problem group and PCR codes for this work order task, if applicable.

Mass Changes

Update Actual dates and Times

Click this check box to activate the actual start and end dates and times fields. Enter the new task actual start dates and times to apply to all of the work order tasks that are not closed or canceled.

Update P-C-R codes

Click this check box to activate the Problem Group, Problem, Cause, and Resolution fields. Enter the values to apply to all of the work order tasks that are not closed or canceled. If you change the any of the PCR fields, the fields that follow the changed field in the hierarchy are blanked out and the PCR hierarchy becomes invalid.

See Setting Up PCR Data.

Labor Actuals Time Entry and Distribution

Access the Labor Actuals Time Entry tab on the Work Order Completion page.

Employee ID	Select a resource for whom to enter time. This field is available for resources that you add to the task. If labor is already scheduled for the work order task, an Employee ID displays in this field.
Craft ID	Select a craft for the resource. This field is available when you add a resource to the task. If labor is already scheduled for the work order task, a craft ID displays in this field. This field is defaulted if a Primary Craft for the resource is already specified.
Actual Start Date and Actual Start Time and Actual End Date and Actual End Time	Select the actual dates and times that each resource worked on the task. The actual start date and time must be less than or equal to the actual task end date and time. The actual end date and time must be greater than or equal to the actual task start date and time.
Duration	The actual number of hours the employee worked on the task. This is required in order to submit time for posting.
Distribution	Click this link on the Distributions tab to access the Distribution page that displays the distribution data defaulted into the labor schedule row. You can override these values. Note. The Distributions tab does not appear on the page unless you select the View and Update Accounting check box on the User Preferences - Maintenance Management page for selected users.

You have “n” Service Requests	Click this link to access the Service Request Inbox page, which lists the service requests assigned to this technician. This list includes service requests associated with a work order and service requests in which the agent assigned the task to a technician without creating a work order. Important! This field only appears on the Technician Workbench if one or more of the work orders is associated with a service request.
Use View and View	Click the View button to access the Task Search page, where you enter and select criteria to narrow your search for Tasks. When you click the Save View button, you save the named view for later use. If you want to perform a search based on a saved view, you select the view name in the Use View field and click the Search button to search for Tasks based on the view's criteria and list them in the Work Order Tasks grid. Alternatively, to do an ad hoc search you can enter any search criteria in the Task Search page without saving a view and click the Search button. See Creating Work Order Task Search Views.
My Calendar	Click this link to access the technician's monthly calendar. You must create the technician as a PeopleSoft Maintenance Management resource in PeopleSoft Resource Management. Note. The calendar that displays when you click this link is the calendar of the user who logs on to the system. If this person is the technician, the technician's calendar displays. If this person is an administrative person who is authorized to enter data for one or more technicians, the administrative person's calendar displays.
Workbench	Click this link in other pages that you can access from the workbench, such as the Work Order Task Punch Time Entry page to return to the Technician Workbench.
Time Entry	Click this link to access either the Work Order Task Punch Time Entry page or the Work Order Task Elapsed Time Entry page to enter time for the selected task. Important! You must add all the general ledger business units that are assigned to employees in the Time & Expenses setup to the Project Costing Integration Template. See Labor Time Entry.
Materials	Click this link to access the Materials page. See Materials Management.
Tool Usage	Click this link to access the Tool Usage page. See Tools Usage.
Meter Readings	Click this link to access the Meter Readings page. See Meter Readings.
Procedures	Click this link to access the Procedures page. See Procedures.
Causal Parts	Click this link to access the Causal Parts page. See Causal Parts.
Report Crew Assignment Time	Click this link to access the Report Crew Assignment Time page. See Crew Assignment Time Reporting.
Print	Click this button to access the Work Order Task Detail report options page. See Printing Work Order Tasks Detail Reports.
Mass Change	Click this link to access the Workbench Mass Change page, where you can change the actual dates and times and/or the PCR codes for one or more work order tasks that you select on the Technician Workbench page. You can only update tasks that are not canceled or closed.
Change Status To and Go	Select a status from the drop-down list and click on Go to access the Change Status page.

Time Report ID	Generates the next available unique number when you save the entry.
Version Number	Indicates how many times a time entry was submitted. The default value for the first time sheet created is zero. The version number increases by 1 with each additional submission of a time sheet. Clicking the Save button does not increase the version number, it retains any changes until you are ready to submit the record again.
Period End Date	Displays date based on whether the employee's time is reported daily, weekly, biweekly, or semimonthly. The time period is set up in the employee's data. See Adding Employee Personal Data.
Time Report Status	Defaults to Pending before submission, and to Approved after you click the Submit for Posting button.
Time Report Period	Displays the time reporting method identified in the employee's data. The methods that you can use in PeopleSoft Maintenance Management are: Daily Weekly Biweekly Semimonthly
Expenses Post Status	Displays Yes if time entry transactions that you submitted to PeopleSoft Payables are posted, and No if the transactions are not posted. Note. PeopleSoft Maintenance Management does not use the Not Appl (Not Applied) value.
Save for Later	Click this button to temporarily save this time report without submitting it, so that you can add or change information on it later before submitting it for posting. Note. When you click this button, the system compares the work order and work order task dates, times, and other information with the information entered and does not let you continue until the time entry rows are corrected.
Submit for Posting	Click this button to submit the time report transaction to PeopleSoft Payables, where the accounting transactions are processed and sent to PeopleSoft General Ledger and the costs are generated and sent to PeopleSoft Project Costing. Note. When you click on this button, the system compares the work order and work order task dates, times, and other information with the information entered and does not let you continue until the time entry rows are corrected. Access to this button can be controlled from User Preferences.
Print	Click this button to access the Work Order Task Detail Report Options page from which you can select various reports to print.
Time Quantity	Displays the total hours entered for this employee.
Update Total	Click this button to update the total time entered, which displays in the Time Quantity field. You can continue to click this button to view a running total of the time entered for an employee.

Asset ID	Select or override the Asset ID (Serial ID, VIN, or Asset Tag Number) for the tool. A default value appears, if a value was selected in the work order task Tool Schedules grid. A description of the tool also appears. The selected asset must be flagged as a tool. Note. For unplanned tool usage (tool requirements were not defined or scheduled), when you select this value, default values are applied to the Asset Type, Subtype, Manufacturer ID, and Model fields, if applicable. These fields are not visible from the Technician Workbench.
Quantity Used	Enter the quantity used. For example, if the cost to use a truck is ten cents per mile, and the truck travelled 20 miles during the task, then the quantity used is the total number of miles (20) that the truck travelled for the task. This quantity is multiplied times ten cents per mile to arrive at the total cost of the tool usage (2.00 USD).
Actual Start Date, Start Time, Actual End Date, and End Date	Enter the actual start and end dates and times in which the tool was used for a work order task.
Actual Duration	Displays the actual duration of the task based on the actual start dates and time values converted to hours divided by the Quantity Used value. This calculation depends on the UOM that applies to the tool.

Start Date	Select the beginning date for the meter readings that you want to appear on the Meter Readings Trend Chart.
Upper Limit for Chart Y Axis	Enter the upper limit (Readings/KWH) that you want to appear on the Y axis of the Meter Readings Trend Chart.
End Date	Select the last date for the meter readings that you want to appear on the Meter Readings Trend Chart.
Upper Limit for Chart X Axis	Enter the upper limit (Reading Date/Time) that you want to appear on the X axis of the Meter Readings Trend Chart.
Last Readings to Chart	Indicates the total number of readings that appeared on the chart starting with the latest readings.
Chart Readings	Click this button to display the Meter Readings Trend Chart based on the values you entered for the Meter Readings Chart Options.
Clear	Click this button to clear the Meter Readings Chart Options fields.