PeopleSoft Maintenance Management Reports

Appendix: PeopleSoft Maintenance Management Reports

This appendix provides an overview of Oracle's PeopleSoft Enterprise Maintenance Management reports and enables you to view summary tables of all reports.

Note. For samples of these reports, see the Portable Document Format (PDF) files that are published on CD-ROM with your documentation.

PeopleSoft Maintenance Management Reports: A to Z

These tables list Oracle's PeopleSoft Enterprise Maintenance Management Maintenance Management reports, sorted alphanumerically by report ID. The reports listed are all Crystal reports. If you need more information about a report, refer to the report details at the end of this appendix.

Report ID and Report Name	Description	Navigation	Run Control Page
WM10001 Work Order Task Detail Report	Lists work order task detail information for each work order task. The report displays different sections depending on the selected reporting options. These reporting options are: Labor Assignment Report, Material Assignment Report, Procurement/On-hand Report, Tool Assignment Report, Instruction Report, Check List Report, Work Order Notes Report, Task Notes Report, and Equipment Parts List. When there is no information available for the selected reporting option for the selected tasks, the report does not include the corresponding report section. See WM10001 - Work Order Task Detail Report.	Maintenance Management, Work Order Management, Work Order, Work Order Click Print on the Work Order page. Maintenance Management, Workbenches, Scheduling Workbench, <scheduler's name> Workbench Click Print on the <scheduler's name> Workbench page. Maintenance Management, Workbenches, Technician Workbench, <technician's name> Workbench Click Print on the <technician's name> Workbench page.	WM_RPT_OPTNS
WM10001 Work Order Task Detail Report (run from run control page)	Lists work order task detail information for work order tasks that meet the selection criteria on the Work Order Task Detail Report Options run control page. The report displays different sections depending on the selected reporting options. These reporting options are: Labor Assignment Report, Material Assignment Report, Procurement/On-hand Report, Tool Assignment Report, Instruction Report, Check List Report, Work Order Notes Report, Task Notes Report, and Equipment Parts List. When there is no information available for the selected reporting option for the selected tasks, the report does not include the corresponding report section. See WM10001 - Work Order Task Detail Report.	Maintenance Management, Work Order Management, Print Work Order, Work Order Task Detail Report Options	WM_WO_RPT
WM11000 Work Order Task Material Readiness Report	Describes the ongoing availability of needed inventory materials and other non-inventory/procured material items and services. The report indicates, for scheduled work order tasks selected over an (expected) relatively tight analysis date range, whether the tasks are material ready or not, and with the optional identification of any item exceptions that are not ready accompanied by an explanatory reason.	Maintenance Management, Inquiries and Reports, Material Readiness Report	WM_WO_MATREADY_RPT
WM20000 Preventive Maintenance Report	List all preventive maintenance (PM) schedule transactions that match the search criteria on the Preventive Maintenance Inquiry page. The report shows the maintenance percentage for each PM schedule, the next due reading, and the due date. The report shows work order information if a work order exists for the PM schedule transaction.	Maintenance Management, Preventive Maintenance, View Preventive Maintenance, Preventive Maintenance Inquiry Click Print on the Preventive Maintenance Inquiry page.	WM_PM
WM20001 Preventive Maintenance by Process Instance Report	Lists all PM schedule transactions that were processed in a specific process instance of the Preventive Maintenance process (WM_PM) and shows the maintenance percentage. The report displays the due reading and due date, the asset description, tag number, and serial ID fields. It also includes work order information if the process created a work order.	Maintenance Management, Preventive Maintenance, Run Preventive Maintenance, Selection	WM_PM_RUN_SEL
WM20002 PM Projection Report	Displays projection information, which includes the work order and Asset Management business units, asset, asset location, type, asset description, tag number, serial ID, due date, setID, loop, and projection ID after running the Projection process.	Maintenance Management, Preventive Maintenance, Run Projection	WM_PM_RUN_SEL
WM30000 Crew Availability Report	Provides information on the crew’s base capacity, adjusted capacity hours, target load, confirmed scheduled hours, scheduled hours, variance between the confirmed scheduled hours and scheduled hours and the percentage of scheduled hours, availability, and target load by Business Unit, Shop, Crew, period and lead craft.	Maintenance Management, Inquiries and Reports, Crew Schedule Reports, Capacity Report	WM_CREW_CAPACI_REQ
WM30001 Crew Schedule (and Assignment) Report	Describes the load of work by craft within each crew and includes the work order, task, status, priority, target equipment and the hours assigned to a craft in the specified schedule period by business unit and shop. It also describes employee task assignments, scheduled start and end dates and times, and actual hours worked. It also shows the employee ID, name and scheduled start/end date time when include detail option is selected when requesting the report to run. If the Include Detail check box is not selected, the report will not display crew assignments.	Maintenance Management, Inquiries and Reports, Crew Schedule Reports, Schedule and Assignment Report	WM_CREW_SCHED_REQ
WM30003 Maintenance Schedule Completion Report	. The report show the completion status of all the work order tasks that were scheduled for the crew to complete in the schedule periods and all unplanned/ emergency tasks assigned to crew during those periods. This report helps users measure how well the crews comply with the schedule for the schedule period. Users should be able to determine the following: 1) Unscheduled/emergency work that are completed within the period— For example, when completed scheduled hours are zero and completed hours are not zero. These tasks are identified by the Unplanned Column on the report. 2) Completed Scheduled Work —For example, when both completed scheduled hours and completed hours are greater than zero. 3) Scheduled Work that is not completed and becomes carryover work (These tasks are indicated by the Carryover column on the report).	Maintenance Management, Inquiries and Reports, Crew Schedule Reports, Schedule Completion Report	WM_SCHED_RPT_REQ
WM30004 Unscheduled Report	Lists all the work orders currently not scheduled to crews. It is used for review during the scheduling meeting and lists work orders by business unit, shop, and preferred crew.	Maintenance Management, Inquiries and Reports, Crew Schedule Reports, Crew Unscheduled Work Report	WM_UNSCHEDULED_REQ
WM30005 Crew Carryover Work Report	Lists the crew scheduled work orders not yet completed by the targeted date, which should be rescheduled / carried over to the next period. It displays the assigned craft, schedule dates, and carryover hours by business unit, shop, and crew.	Maintenance Management, Inquiries and Reports, Crew Schedule Reports, Crew Carry Over Work Report	WM_CARRYOVER_REQ
WM50000 Warranty Claim	Shows the current warranty claim information. It displays the claim sender information, the vendor contact information, a list of failure and cost details, and the supporting meter readings.	Maintenance Management, Warranty Claim, Update Warranty Claim, Claim Summary Click Print on the Claim Summary page.	WM_CLAIM_HDR

PeopleSoft Maintenance Management Selected Reports

This section provides detailed information about individual reports. The reports are listed alphabetically by report ID.

WM10001 - Work Order Task Detail Report

The report include several sections depending on the reporting option that you select on the Work Order Task Detail Report Options page. The report includes each section only if there is corresponding information in the system. These are the report sections:

Work Order Notes: Select Work Order Notes Report check box on the Work Order Task Detail Report Options page to include this section.

Displays work order header notes.
Work Order Task Labor Schedule: Select Labor Assignment Report check box on the Work Order Task Detail Report Options page to include this section.

Lists the staffing assignments including scheduled and actual start and end dates.
Work Order Task Inventory Schedule: Select Material Assignment Report check box on the Work Order Task Detail Report Options page to include this section.

Lists the materials assigned to the work order and work order tasks.
Work Order Task Purchase/On-hand: Select Procurement On-hand Report check box on the Work Order Task Detail Report Options page to include this section.

Lists the procured materials assigned to the work order and work order tasks.
Work Order Task Tools Schedule: Select Tools Assignment Report check box on the Work Order Task Detail Report Options page to include this section.

Lists the tools assigned to the work order tasks, including the asset, scheduled dates, and actual start and end dates information.
Work Order Task Instructions: Select Instructions Report check box on the Work Order Task Detail Report Options page to include this section.

Lists the instructions associated with the work order and work order tasks, including sequence and step information.
Work Order Task Checklist: Select Check List Report check box on the Work Order Task Detail Report Options page to include this section.

Lists the check lists related to the work order and work order tasks, including sequence and step information.
Work Order Task Notes: Select Work Order Task Notes Report check box on the Work Order Task Detail Report Options page to include this section.

Displays work order task notes.
Equipment Part List: Select Equipment Parts List to include this section.

Lists equipment parts, quantity required, and unit of measure (UOM).

If you run the report from the Work Order page, it contains the information for each work order task associated with the work order. If you run the report from the scheduler's workbench or the technician's workbench, it contains information for each selected work order task.

If you run the report from the Work Order Task Detail Report Options run control page, it includes information for all work order tasks for the work orders that meet the selection criteria in the Report Request Parameters group box.

Note. To print bar codes, you must install the appropriate barcode font, such as Code 39 True Type Font, on the process scheduler.