This chapter presents an overview of completing work order tasks in Oracle's PeopleSoft Enterprise Maintenance Management and describes how to:
Use the Technician Workbench to complete work order tasks.
Stage time entries.
Expedite work order completion.
Once a work order is scheduled, technicians access their assigned work order tasks and perform specific activities in order to complete each task. PeopleSoft Maintenance Management enables technicians to access their assigned tasks in three ways:
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, a technician or authorized maintenance administrator enters each technician's labor time, personal time (non-work order), usage of tools, and the management of materials for the task. Work order task completion may also require adding labor, materials, and tools to a work order task after it is scheduled and in process.
Once the labor, materials, and tool actuals are entered on the Technician Workbench, these actual transactions are sent to the appropriate subsystem for processing.
Work order labor time and personal time are sent PeopleSoft Expenses.
Inventory items are processed in PeopleSoft Inventory.
Purchased items are processed in PeopleSoft Purchasing, eProcurement, and Payables.
Tool usage is processed in PeopleSoft Project Costing.
PeopleSoft Project Costing collects these values from the subsystems for work order time, inventory items, purchased items, and tool usage, and calculates the actual costs. Peoplesoft Maintenance Management summarizes these actual costs to the Cost page of the work order for analysis and reporting.
This section discusses:
Prerequisites for using the Technician Workbench.
The Technician Workbench.
Labor time entry.
Time entry staging and processing.
Materials management.
Tools usage.
Meter readings.
Procedures.
Causal parts.
Crew assignment time reporting.
You must complete these prerequisites before using the Technician Workbench.
Set up specific options on the User Preferences – Maintenance Management page.
You must authorize specific users (technicians and administrative personnel) to perform activities on the Technician Workbench by selecting specific options on the User Preferences – Maintenance Management page.
See Defining PeopleSoft Maintenance Management User Preferences.
Allow access to other's tasks.
You must select this option to allow a user to enter work order task information for more than one technician.
Time Reported Method
You can select either Elapsed or Punch Time as the time reporting method that will apply to this user and any technicians for whom this user will report time. The selected value applies to the work order task time entries only on the Time Entry page of the Technician Workbench.
Important! This User Preferences option does not apply to personal time entries. All personal time entries automatically display in Elapsed Time format, regardless of which value you select on the User Preferences - Maintenance Management page.
Set up these parameters to enable time entry on the Technician Workbench.
Set up employees, who are eligible to enter time, in both PeopleSoft Maintenance Management and in PeopleSoft Expenses.
These employees are set up on the Organizational Data page (Travel and Expenses, Update Profile) and the Employee Job page (Maintenance Management, Labor Administration, Manage Employee Data. )
Set up employees, who are authorized to enter time, as resources in PeopleSoft Maintenance Management.
Add the general ledger business unit for each employee, for whom time is entered for a work order task, on the General Ledger Integration page of the Integration Template (Set Up Financials/Supply Chain, Product Related, Project Option, Integration Templates. )..
Integration templates enable you to share multiple business units across one project. You can post transactions for a project only to the general ledger business units that are specified in the integration template that is assigned to the project. In PeopleSoft Maintenance Management, this is the project that is used to create a work order.
Set up Time Reporting Codes (TRC) for use for entering personal time (Set Up Financials/Supply Chain, Product Related, Expenses, Mapping, Time Reporting Codes).
Set up a PeopleSoft Expenses business unit (Set Up Financials/Supply Chain, Business Unit Related, Expenses, Expenses Definition) for each general ledger business unit that appears in the employee data of each employee for whom time will be entered on the Technician Workbench or the Work Order Completion component.
Select the Time Reporting Options for each general ledger business unit that you set up on the Expenses Definition – Business Unit 2 page (Set Up Financials/Supply Chain, Business Unit Related, Expenses, Expenses Definition)
Optionally set up PeopleSoft Time and Labor, if you want to process personal time entered on the Technician Workbench.
Note. If you do not set up PeopleSoft Time and Labor for personal time entries, the hours collected are for your information only.
Optionally set up PeopleSoft Payroll, if you want the personal time entries entered on the Technician Workbench to flow from PeopleSoft Time and Labor to PeopleSoft Payroll.
Grant authorization to users who are authorized to enter time in the Technician Workbench using Manage Expenses Security in PeopleSoft Expenses.
Set up the Billing Type and the Billing Action in the Time and Expenses, Employee Information, Update Profile.
Select whether you want to display the Project Time Grid (collects time to send to PeopleSoft Project Costing), or the Policy Time Grid (collects personal time to send to PeopleSoft Time and Labor), or both time grids in the Time Entry page on the Technician Workbench. (Set Up Financials/Supply Chain, Business Unit Related, Expenses, Expenses Definition, Business Unit 2 page.)
Set up inventory entry and processing parameters.
Set up the Transaction Accounting Rules for the Work Order Usage Group (231) in Cost Accounting for the Inventory business unit.
Set up tool usage processing.
The cost and bill rates for tool usage are based on either 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.
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 appear and the order that they appear in to meet your organization's specific needs. To simplify the task of locating assigned work order tasks, you can set up and save search criteria for later use. You can then review the task information and complete the task.
Note. Schedulers can also skip online labor assignments and print a hard copy to give to the technicians assigned to 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, personal (non-work order related) time, or both.
Enter quantities used and manage the pickup and return of inventory materials for the task.
Note. Use the link to Inventory, Fulfill Work Orders, Issue to Work Orders component to issue materials for work orders.
Enter the tools to be used for the task.
Review and modify the check list and attachments, and review the instructions associated with a work order task.
Enter meter readings for the asset that is being maintained or repaired.
Enter any causal parts related to the task.
Report crew assignment time for tasks assigned to crews.
Access a GIS map location for a work order task.
This activity is only possible you selected the GIS Integration check box in the work order business unit and completed the set up requirements for integration with ESRI.
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 the location, area, or offline status of an asset.
Add notes to the task.
View and update 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 at the same time.
If authorized, enter planned and actual downtime for the asset being repaired or maintained.
Enter or modify problem, cause, and resolution (PCR) codes for a selected work order task or multiple work order tasks at the same time.
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 each work order task by selecting each tab in the Work Order Tasks grid. These tabs include:
A Details tab 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 the work order task.
Determine whether the asset is being installed, removed, or retired.
Review the status of the task.
A Details 2 tab on which you can view the:
Assignment.
Scheduled and required start and end dates and times.
Asset business unit and location.
Project information about the work order.
Names of the supervisor, lead person, and scheduler for the task.
A Full Description tab on which you can view the full description that was entered for each work order and the full description for each work order task.
A Task Actual Dates/Times tab on which you can enter the actual start and end dates and times for each task, and click a link that enables you to enter, modify, and review planned and actual downtime for the asset associated with 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, times, and PCR data.
A Failure Reporting tab, where you can select a problem group PCR for each task 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 to access a secondary page, where you can make mass changes to PCR codes for more than one task.
Important! Click the Customize link on the Work Order Tasks group box bar to access the Personalize Column and Sort Order page on which you can customize columns that appear on each tab and select the sort order of the data as ascending or descending.
Note. Use the Work Progress Tracking Inquiry to track the progress of a work order.
Technicians can change the status of assigned tasks on the Technician Workbench. You can select multiple tasks and select a status in the Change Status field. The selected status applies the tasks selected on the Technician Workbench. You can also leave the Change Status field blank and change each status individually. When you click the Go button, a Change Status page appears, where you can change each of the individual task statuses for selected tasks. You can also review editing errors, add notes, and notify the scheduler about 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. Authorized users can return a Closed task to a status of Complete. You cannot cancel tasks from the Technician Workbench or the Work Order Workbench. Canceled and Closed tasks are 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.
Edits exist 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 it has an open peg. The task statuses are not actually changed until you select OK from the task status change page.
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.
When technicians access their work order task assignments in the Technician Workbench, a link that appears at the top of the page indicates a specific number of open service requests that are assigned to them. The link only appears if they have at least one open service request assigned.
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 15 minutes to complete is a simple service request and does not require the creation of a work order. In this instance, the technician 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.
An authorized user can enter two categories of time on the Time Entry page of the Technician Workbench in PeopleSoft Maintenance Management:
Labor time.
Personal time.
In the section, Prerequisites for Using the Technician Workbench, you were instructed to select one of two time entry methods for entering labor time on the User Preferences – Maintenance Management page for each type of user:
Punch time.
This method requires that you enter each date worked and enter a start and end time for each date, depending on the specified time reporting period. A punch time formatted grid appears on the Time Entry page of the Technician Workbench.
Elapsed time.
This time method requires that you enter time worked for each day of a specified time reporting period. An elapsed time formatted grid appears on the Time Entry page of the Technician Workbench.
The time entry method that you select in the User Preferences, Maintenance Management page only affects how work order task time entries are entered on the Time Entry page of the Technician Workbench. Personal time entries always display on the Work Order Elapsed (Punch) Time in the Elapsed Time format below the work order time entries format, which you selected in User Preferences.
Personal (Non-Work Order) Time Entry
Technicians or an authorized maintenance administrator can also enter personal (non-work order time) such as sick time, jury duty, vacation and more, using the Time Entry component on the Technician Workbench. This user enters personal time using time reporting codes, which are set up in PeopleSoft Expenses.
Personal time is always entered as elapsed time and is not affected by your selection of a time entry method in User Preferences. However, if you selected the punch time method on User Preferences, Maintenance Management page, and you selected the Both Time Grids option on the PeopleSoft Expenses Business Unit Definition – Project 2 page, a punch time formatted grid will appear on the Time Entry page of the Technician Workbench to enable an authorized user to enter work order time entry and an elapsed time formatted grid will appear on the same page to enable an authorized user to enter personal time.
If you selected the elapsed time method in User Preferences for work order labor time entries, then an elapsed time formatted grid will appear for work order time entry, and an elapsed time grid formatted grid appears for personal time entry on the Time Entry page of the Technician Workbench.
When an authorized user enters personal time on the Technician Workbench in PeopleSoft Maintenance Management, these hours are either kept on the time sheet for informational purposes or published to PeopleSoft Time and Labor.
See Staging Time Entries.
Rules for Entering Labor and Personal (Non-Work Order) Time
A user must be authorized on the User Preferences – Maintenance Management page to enter labor time and personal time for the employees who are assigned to perform a work order task. You must also use Manage Expenses Security in PeopleSoft Expenses to grant authorization to the user who enters time in the Technician Workbench
Anyone who enters time in the Technician Workbench must be set up as a resource in PeopleSoft Maintenance Management and in PeopleSoft Expenses. If a resource is not set up in PeopleSoft Expenses, no time sheet will be available in the technician's workbench for this resource.
Personnel who are authorized to enter time on the Technician Workbench:
Cannot enter time against a closed or canceled work order task.
Can enter time associated with a work order task, personal time, or both depending on the option selected for the Expenses business unit Definition component.
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 24 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 time entry for one task at a time.
Note. No relationship in the system exists 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 previous period time entry adjustments up to the time that a work order task is closed.
Cannot enter negative time.
Important! All time entries are based on local time, and the system does not perform time conversions. It also does not validate holidays and weekends. However, you can enter personal time against a Holiday reason code on the personal time entry grid.
After an authorized user submits work order task time entries on the Technician Workbench, this user must stage the work order time entries in PeopleSoft Maintenance Management to ready them for transfer to PeopleSoft Project Costing. The user selects the Stage Time to Project Costing option on the Stage Time Entries page. After the actual costs are generated in PeopleSoft Project Costing, the user 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 of the work order.
See Staging Time Entries.
See Understanding Security for PeopleSoft Expenses.
See Defining Templates for Integration with Other Applications.
Once a user enters the time for a work order task or personal time, using either the punch time or elapsed time entry method, on the Technician Workbench and submits the entries for posting, the Expense Post status for labor in the Technician Workbench changes to Posted. The time keeper must then stage the time entries into the PeopleSoft Expenses 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. 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.
Once the time entries are entered, the time keeper accesses the Stage Time Entries component (Maintenance Management, Work Order Management, Work Order Processing) and select from these options:
Stage Work Order/Project Time to Project Costing
When you select this check box, the EX_TRAN_PRWM Application Engine application stages all work order time entries to the EX_PROJ_RES_STG table. Users then run the Project Costing Cost Collection process PC_EX_TO_PC to move the work order time entry data to PeopleSoft Project Costing. The calculated cost is updated in the PeopleSoft Project Costing PROJ_RESOURCE table. The PeopleSoft Project Costing pricing engine (PC_PRICE) either marks up or discounts the costs for applicable chargebacks. When you run the PeopleSoft Maintenance Management Cost Summarization process (WM_SUMMCOST) or the work order is closed, these actual labor costs, which are calculated by PeopleSoft Project Costing, are updated on the Cost page of the work order.
Publish Personal Time to Time and Labor
When you select this check box, the system publishes personal hours (non-work order) to PeopleSoft Time & Labor, which calculates the employee's actual time and typically sends it on to a payroll application.
Note. If you select this check box, the system automatically selects the Stage Work Order/Project Time to Project Costing check box, even if you did not select it. However, if you select the Stage Work Order/Project Time to Project Costing check box and do not select the Publish Personal Time to Time and Labor check box, the system will only process the work order time entries using the Stage Work Order/Project Time to Project Costing option and will not process any personal time (non-work order) entries, which then are informational only.
Publish Work Order/Project Time and Personal Time to Time and Labor
If you select this check box, the previous two check boxes that appear in the Staging/Publishing Options group box become inactive, and the system publishes work order time entries and personal (non-work order) hours to PeopleSoft Time and Labor. You would normally select this check box if you wanted to publish both the work order time and the personal time hours to PeopleSoft Time and Labor, which will calculate the actual costs for the hours, stage the work order entries in Project Costing, and typically send them on to a payroll application.
If PeopleSoft Time and Labor and PeopleSoft Payroll are not installed, this personal time is used for information only.
You can stage time for all business units during one run or specified business units.
If you installed PeopleSoft Expenses and use its full functionality, you can set up PeopleSoft Expenses workflow to enable the approval of time entries. If you do not install and use PeopleSoft Expenses, then all time entries that you submit from the PeopleSoft Maintenance Management Technician Workbench are considered pre-approved.
See PeopleSoft Enterprise Time and Labor PeopleBook
See PeopleSoft Enterprise Payroll for North America PeopleBook
When you submit and stage work order labor and personal (non-work order) time entries for the first time, the system assigns a version number of 1 to the entries. However, you may need to modify time entries that you submitted and staged in a previous period. To adjust prior period time entries, select the Time Entry link in the Technician Workbench and search for the entries based on a specified start date. You can modify 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 will be 2. You can modify prior period time entries any number of times, and each time you submit and stage them they will be assigned a new version number. Once a work order task is closed, you can no longer adjust prior period time entries.
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, and purchased and on-hand materials identified on the Schedules page of the work order. 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, which appears in the task line, indicates that 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 critical 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.
You can enter the quantity of materials used on the Materials page of the Technician Workbench (Maintenance Management, Workbenches, Technician Workbench, click the Materials link for one or more work order tasks) for materials already scheduled for a task and for materials added on the Technician Workbench after the work order task was scheduled. Used Qty may be entered for both Inventory/Floor Stock and Purchase Order/On-Hand Materials.
Note. This field is primarily informational. However, the Used Qty (quantity) field is included in the PeopleSoft Query definitions, which enables users to add to their own customized reports.
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 return processes are:
Return the materials to PeopleSoft Inventory.
Access the Issue to a Work Order page from the Technician Workbench and select the Return Parts check box. This 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 handles 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 then PeopleSoft Inventory issues the items (parts). Inventory transactions are created based on the issuance of the items (parts). The processing steps are:
Set up 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 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, an Inventory business unit, and a 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 on 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.
To complete a task, a technician typically returns checked-out tools and enters tools usage in the Technician Workbench; recording tools usage is optional. A user can only access the Tool Usage link if the Record Actuals Tools Usage check box is selected on 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 a tool usage record.
Note. To maintain the ability to differentiate between scheduled usage and actual usage, a user cannot delete a tool usage record. However, a user can enter actual usage in a row as zero to indicate that the tool was not used, even though it was scheduled for the task. Each task tool resource can have only one transaction, and each revision replaces or updates the previous record; therefore, no record of each incremental change is kept. Users enter a new row with a negative value or a positive value to adjust the quantity of a previous record.
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 default values of the tool costs and bill rates, which are derived from the asset type and subtype, or the shop's Tool Rates page. If authorized in user references, you can override the distribution values for the assigned row on the work order task. If a difference exists between the currency code for the tool rates in PeopleSoft Asset Management and the currency code in the work order business unit, then the tool costs that appear 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 the actual quantity that is used when the technician saves the entry. These values appear 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) to pull 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 changes 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, the 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.
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.
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 can also review service request attachments, if the work order is associated with a service request. You must complete the required checklist items before you can change the task status to Complete.
See Pages Used To Create a Work Order.
You access the Causal Parts page in the Technician Workbench to record the parts that caused the problem for which the work order was created. A causal part can be an inventory item, an asset, or an open text description. This information is included in an existing warranty claim.
Select this tab on the Technician Workbench to:
Report the completion date for a crew-scheduled task.
Update carryover hours for a crew-scheduled task.
Update completed labor hours for a crew-scheduled task.
You can select multiple rows and apply an action to those rows, or you can enter data for each row. If the completed hours are equal to the carryover hours and you save the page, the carryover hours field changes to zero. When you save the data, the system updates the corresponding crew assignments. These changes will be reflected in the Crew Scheduling Workbench, when you select the same crew assignments, and in 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 in the Technician Workbench or the Work Order Completion component.
To complete work order tasks, 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 personal (non-work order) time.
Enter materials.
Enter tool usage.
Enter meter readings.
Review procedures.
Enter causal parts.
Report crew assignment time.
Print work order tasks detail reports.
Page Name |
Definition Name |
Navigation |
Usage |
WM_WOE_WB |
Maintenance Management, Workbenches, Technician Workbench |
Select, search, update, and print work order tasks. |
|
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. |
|
WM_WOE_STATUS |
Select a status and click the Go button on the Technician Workbench page. |
Perform a mass status change. |
|
WM_RPT_OPTNS |
Click the Print button on the Technician Workbench page. |
Select specific options and reports that you want to print. |
|
WM_WOE_MASS_SEC |
Click the Mass Change button on the Technician Workbench page. |
Change the actual dates and times, the PCR codes, or both for multiple work order tasks. |
|
WM_WOE_DETAIL |
Click the Work Order ID link for a selected task on the Technician Workbench page. |
Review the work order header information, work order task details, and dates for a selected task. |
|
WM_WOE_ASSET |
Click the Asset link in the Details grid. |
Add or modify the asset's offline status, location, area, and effective date. |
|
ASSET_WARRANTY |
|
Display the warranties associated with the specified asset. If a warranty does not exist, users with update access to the page can create a warranty for the asset using the Warranty template. |
|
WM_TSK_NOTES |
Click the View link for notes in the Details grid of the Technician Workbench page. |
Review or add notes about the task. |
|
WM_WOE_SD |
Click the View link in the Details grid of the Technician Workbench page. |
Review or update supplemental data associated with the task. |
|
Downtime Entry |
WM_WO_DOWNTIME |
|
View, modify, and add downtime for an asset associated with a work order task. |
WM_WOE_CKLST |
Click the Pre-task Checklist or Post-task Checklist button in the Details grid of the Technician Workbench page. |
Select a check box to indicate that the pre-task or post-task step has completed. |
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WM_ETIME_ENTRY |
Click the Time Entry link on the Technician Workbench page. |
Enter elapsed time entries for this work order task. |
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WM_PTIME_ENTRY |
Click the Time Entry link on the Technician Workbench page. |
Enter punch time for the work order task. |
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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. |
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WM_TLS_USAGE |
Click the Tool Usage link on the Technician Workbench page. |
Enter the dates and times a tool was used and the quantity used for a work order task. |
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WM_WOE_METER |
Click the Meter Readings link on the Technician Workbench page. |
Enter meter readings and view a meter trend chart for the asset on which the work order task was performed. |
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AM_MTR_ADV_OPTIONS |
Click the Advanced link in the Current Meter Readings grid of the Meter Readings page. |
Review reading details for the selected asset. |
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WM_WOE_LIST |
Click the Procedures link on the Technician Workbench page. |
Review the work order checklist, instructions, and attachments associated with a task. |
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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. |
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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. |
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IN_WO_ISS_SEARCH |
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Enter criteria to search for inventory materials scheduled for work orders associated with a specific inventory and work order business unit. |
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IN_WO_ISS_LOC |
Select the WO Issue Location tab. |
Issue inventory to a technician from a specific inventory location. |
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IN_WO_ISS_SUMMARY |
Select the WO Issue Summary tab. |
Review the total quantities of an item requested, allocated, and issued in PeopleSoft Inventory for a work order task. |
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WM_WO_DOWNTIME |
Click the Downtime link in the Task Actual Dates/Times grid of the Technician Workbench page. |
Enter planned and actual downtime for an asset associated with a task. |
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ESRI Map |
ESRI_MAP_PG |
Click the Map Selected Tasks button on the Technician Workbench. |
Locates the selected task locations on an ESRI map. |
WM_WO_ASSET_SEC |
Click the Hazardous Asset icon for a work order task on the Details tab of the Technician Workbench. |
Review detail information concerning the reason that the asset is considered hazardous. |
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WM_WO_FAIL_TRACK |
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Add a new failure event describing the failure of the asset associated with a work order task, or review an existing failure event. |
Access the Technician Workbench page. (Select Maintenance Management, Workbenches, Technician Workbench.)
You have "n" Service Request(s) |
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 page if one or more 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 task search. Note. When you select the Actual Start date and the Scheduled Start or Scheduled End date on the Task Search page associated with the Technician Workbench, the system searches against the actual start date for a labor task line and the scheduled start or end date for a labor task line. When you select these dates on the Work Order Workbench Task Search page or the Work Progress Tracking Task Search page, the system searches against the actual start date for the work order task and the scheduled start or end date of the work order task. |
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 appears when you click this link is the calendar of the user who logs into the system. If this person is the technician, then the technician's calendar displays. If this person is an administrator with authorization to enter data for one or more technicians, then the administrator's calendar appears. |
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 page. |
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 work order and personal (non-work order) time for a selected task. Important! You must add all of the general ledger business units that are assigned to employees in the on the Organizational Data page (Travel and Expenses, Update Profile) and the Employee Job page (Maintenance Management, Labor Administration, Manage Employee Data) to the Project Costing Integration template that is associated with the project that was used to create the work order. You must also use the business unit assigned to each employee to set up the Expenses business unit on the Expenses Definition page (Set Up Financials/Supply Chain, Business Unit, Expenses Definition). |
Materials |
Click this link to access the Materials page. See Materials Management. |
Tool Usage |
Click this link to access the Tool Usage page. See Tool 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. |
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Click this button to access the Work Order Task Detail report options page. |
Mass Change |
Click this link to access the Workbench Mass Change page, where you can change the actual dates and times, the PCR codes, or both for one or more work order tasks that you selected on the Technician Workbench page. You can only update tasks that are not canceled or closed. |
Map Selected Tasks |
Click this button to display the location of selected work order tasks on an ESRI map. Once the map displays, you can click on each location to display additional information about the work order and work order task. Important! This button only displays if you selected the GIS Integration check box on the Integration page of the work order business unit associated with the work order task. |
Change Status To and Go |
Select a status from the drop-down list and click Go to access the Change Status page. |
Important! All of the previously listed links require the selection of at least one task on the Technician Workbench page.
Access the Task Search page. (Click the View button on the Technician Workbench - Maintenance Management, Workbenches, Technician Workbench.)
When you click the Save View button, you save the named view for later use. To search for a saved view, select the view name in the Use View field and click the Search button. The resulting tasks will appear in the Work Order Tasks grid. Alternatively, to perform an ad hoc search, enter any search criteria in the Task Search page without saving the view and click the Search button.
Search |
Click this button to search for work orders or work order tasks based on the search criteria that you enter on the page. You can select search criteria without saving the view or select search criteria and use Save View button to save that criteria and reuse it. |
Clear |
Click this button to clear any existing search criteria from the page. You can select new search criteria and click the Save View button to reuse this new search criteria. |
Save View |
Select search criteria and click this button to name and save the view for reuse. |
Delete View |
Click this button to delete the current saved view. |
Use View |
Search for a saved view and click the Search button to search for work orders and work order tasks that fall within the search criteria for that view. |
Mobile Public |
Select this option to make the saved view available to all Technicians using Mobile devices. If this option is selected the Assigned To field is replaced with an Assigned To Current Technician check box. If this check box is also selected, then the Mobile Public view will only return tasks that are assigned as a scheduled labor resource to the technician who is executing the Search View. Important! This only applies to technicians who work for organizations that have integrated a third-party mobile device with PeopleSoft Maintenance Management Web Services. |
You can include any of the remaining fields on the Task Search page as search criteria to narrow your search for work order tasks.
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. Each task is listed with these 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 page. If the status is canceled, then the field displays a Canceled status that is read-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 actual start and end dates and time for the task 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, then this note is also sent by email to the scheduler. |
Select this tab to review and modify task attributes.
Note. You can click the Customize link at the top of this grid and select any columns in any order that you want to appear in the Details grid and the Details 2 grid.
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 on the Work Order - Schedules page. The user's access to data in the work order depends on the user's security profile. |
Asset |
Click this link to access the Asset page, where 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. |
Hazardous icon |
Click this hazardous icon, which indicates that the selected asset for the work order task is hazardous, to access the Asset Information page. You can review the Hazardous Asset Codes and Comments group boxes, which provide details concerning the reason this asset is considered hazardous. |
Warranty icon |
This icon indicates that warranties are associated with the selected asset for the work order task. |
Asset Action |
Appears if the asset is being removed, installed, retired, or not changed in the task. |
Notes |
Click the View link to access the Notes page, where you can review 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. |
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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 appear on the page. You can override the information in these fields if necessary. |
Select 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 dates and times; the Asset Management business unit and task 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.
Select the Full Description tab to review the full description of the work order and the full description of each work order task that were entered in the Work Order component. If authorized, you can click the Task number link to access the Schedules page of the work order where you can modify both of these work order and the work order task descriptions.
Work Order Task - Task Actual Dates/Times
Actual Start Date, Actual Start Time, Actual End Date, and Actual End Time |
Select the Task Actual Dates/Times tab to enter the start and end dates and times when the task was actually performed. These fields are read-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. |
Work Order Task - Failure Reporting
Select the problem group and PCR codes associated with this task. This information is used for searching and for tracking the task. If you selected these values on the Requirements page of the work order, then the default values appear in the Technician Workbench fields. You can override the default values.
You can click a Failure ID link to access the Work Order Failure Tracking page to add or review the failure information for an asset associated with a work order task
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.
Access the Work Order Task Punch Time Entry page. (Click the Time Entry link on the Technician Workbench 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 one 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 the 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. |
Time Report Status |
The default value is Pending before submission and Approved after you click the Submit for Posting button. |
Time Report Period |
Displays the time reporting period that you selected on the Expenses Definition – Business Unit 2 page (Set Up Financials/Supply Chain, Business Unit, Expenses, Expenses Definition, Business Unit 2.) These Time Reporting Period values are available for selection on the Expenses Definition – Business Unit 2 page.
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Expenses Post Status |
Displays Yes if time entry transactions that you submitted to PeopleSoft Expenses 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. You can modify the page before you submit 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. It 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 Expenses, where accounting transactions are processed and sent to PeopleSoft General Ledger, and costs are generated and sent to PeopleSoft Project Costing. 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. It does not let you continue until the time entry rows are corrected. Access to this button can be controlled from user preferences. |
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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 appears in theTotal Work Order Hours 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, which 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 click the Save for Later button or the Submit for Posting button, the system displays messages 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 to display 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.
Access the Work Order Task Elapsed Time Entry page. (Click the Time Entry link on the Technician Workbench page.)
The fields in the header and the buttons on this page work the same way that 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, then a single day appears in the Work Order Task Elapsed Time Entry, Time Sheet grid.
If Time Report Period is Weekly, then the days of the week appear 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 week not currently shown.
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 on the month.
Distributions
Select 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.
Access the Time Entry page of the Technician Workbench. (Click the Time Entry link on the Technician Workbench.)
Note. The personal time entry fields appear on this page if you selected either the Both Time Grids or Policy Time Grid Only buttons on the Business Unit 2 page of the Expenses Definition component.
Description |
Displays Time Reporting Codes (TRC), which are set up on the Time Reporting Code page (Set Up Financials/Supply Chain, Product Related, Expenses, Mapping, Time Reporting Code). |
Total Personal Hours |
Click the Update Total button to display the total personal (non-work order) hours entered for this employee for this time period. |
Grand Total |
Click the Update Total button to display the sum of the work order task hours plus the (non-work order) personal time hours entered for this Technician. |
See Also
Entering Elapsed Time for a Work Order Task
Access the Materials page. (Click the Materials link on the Technician Workbench page.)
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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. |
Inventory and Floor Stock
This grid displays each inventory item or floor stock item that was entered for the selected work order tasks.
Used Quantity |
Enter the quantity of this item that was used. |
Delivery Truck icon and Delivery Instructions |
Displays delivery instructions informing PeopleSoft Inventory which materials to deliver and where to deliver them. Delivery instructions, along with the Delivered Y/N flag (appears 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 a fork lift is 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 Inventory Schedules grid and the Purchase/On-Hand Schedules grid of the work order task. |
Purchase Order and On Hand Materials
This grid appears on the Materials page of the Technician Workbench if you selected any materials that need purchasing or are on hand for a work order task. The grid displays the Resource Type, UOM (unit of measure) and Quantity Required for the task and the Due Date or date the materials are needed.
Used Quantity |
Enter the quantity that was used for the task. If the UOM for the selected item is EA (each), you will receive an error if you enter a partial quantity (quantity value with a decimal) in this field. This field is informational only. However, a query was established for this field, which enables your organization to add it to your customized reports. |
This grid also defines the staging status of the requisition or the purchase order that may have been created for materials selected for a task, and indicates if the material is on hand.
Access the Tool Usage page. (Click the Tool Usage link on the Technician Workbench 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 Tool Schedules grid of the work order task. 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 page. |
Quantity Used |
Enter the quantity used. For example, if the cost to use a truck is 10 cents per mile and the truck traveled 20 miles during the task, then the quantity used is the total number of miles (20) that the truck traveled for the task. This quantity is multiplied times 10 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 unit of measure (UOM) that applies to the tool. |
Access the Tools Cost grid on 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. |
Access the Meter Readings page. (Click the Meter Readings link on the Technician Workbench page.)
Technicians update the meter readings of an asset to reflect usage information.
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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 asset of the work order task. |
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 appears in this field. |
Prior Reading |
This value appears if a prior meter reading was available 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. |
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Click this icon to access the Meter Readings Trend Chart. |
Advanced Options
Access the Advanced Options page. (Click on the Advanced Options link on the Meter Readings 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 meter was replaced (for example, a new odometer in a company car). If you select this check box, you must enter a value for 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. |
Access the Meter Readings Trend Chart page. (Click the Chart icon on the Meter Readings page.)
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.
Access the Procedures page. (Click the Procedures link on the Technician Workbench page.)
Checklist, Instructions, and Attachments |
Select to access the checklist, instructions, and attachments pages associated with the work order task. If the work order is associated with a service request, you can view the service request attachments. 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. |
Access the Causal Parts page. (Click the Causal Parts link on the Technician Workbench page.)
Part Type |
Select if this causal part is either an inventory item, an asset, or a description. Values are:
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Quantity |
Enter the number of parts or assets that caused the problem. |
Access the Report Crew Assignment Time page. (Click the Report Crew Assignment link on the Technician Workbench page.)
Action |
Select the rows that you want to affect with this action, and then select one of these actions:
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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 from the Crew Scheduling Workbench. |
Carryover Hours |
Displays the carryover hours. If you enter a completed date, then the carryover hours are zero. You can enter a value in each row or you can update the carryover hours for one or more rows by selecting the Update Carryover Hours action. |
Completed Hours |
Enter the number of hours of work completed for each row. You can also select the row and the Update Completed Man Hours action to update one or more rows at the same time. |
Completed |
Select the date on which the hours were completed for each row. You can also select one or more rows and the Report Completed Date action to perform this activity. When this field is populated, the carryover hours in the row are set to zero. |
Access the Work Order Task Detail Report Options page (click the Print button on the Technician Workbench page). The page is also accessible from the Work Order and Work Order Workbench components.
Bar Code |
Select this option 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 in 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. |
Server |
Select the Process Scheduler server on which to run the report process. If left blank, the default Process Scheduler server will be used. When the Print Attachments check box is selected, you must choose a Server that has Oracle Open Office Enterprise Edition installed for the attachments to print correctly. |
Output Type |
Select the Output Type of the report. Typically, the Output Types of Printer or Web will be used. When the Print Attachments check box is selected, the Output Type will default to Printer option and will be disabled. |
Format |
The available list of report formats depends on the Output Type selected. When the Print Attachments check box is selected, the Format will default to the report format for Printer option and will be disabled. |
Destination |
Specify the destination for the selected Output Type. For Output Type option of Printer, specify the destination printer name. Note. An incorrectly entered printer destination will result in an error in the Work Order Task Details report process. The process will then need to be submitted again. |
Note. The Work Order Task Detail Report Options are automatically retained from the last successful request. These options appear as the default values when the user returns to the page.
Printing Attachments
The Work Order Print Attachment option allows you to print many different types of Work Order and Work Order Task attachments. The Print attachment feature utilizes Oracle's Open Office Enterprise Edition product suite to print a wide array of attachment document types. You can print many types of documents created with the Microsoft Office suite products as well as .PDF, .TXT, .JPEG, .GIF and .BMP files.
To enable the Print Attachments option, you must select the Work Order Attachment Print Installed option on the Installation Options – Maintenance Management page (Set Up Financials/Supply Chain, Install, Installation Options – Maintenance Management) after successfully installing Oracle's Open Office Enterprise Edition product suite.
To Print Work Order and Work Order Task attachments, select the Print Attachments check box. This option will print all Work Order and Work Order Task attachments for the given Work Orders and Work Order Tasks.
Select your Server (with OOO installed) and enter the printer name in the Destination field. Press the Submit button to submit the Work Order Task Details report request process. One report process instance is generated per Work Order and all its tasks. After the request has been successfully submitted the last report process instance is displayed under the Output Destination box.
Click on the Process Monitor link to view the Run Status of the report processes.
The process name for the Work Order Task Details report with attachments is WMONLATT. For grouping and printing your Work Order and Work Order Task attachments in the appropriate order, each Work Order and its tasks selected will generate a separate Process Scheduler report process. Each process will run in sequential order with all the other processes remaining in Blocked status until the previous process completes.
The following SQL code will be useful in identifying which Work Orders and Tasks have processes that are yet to complete successfully in case of any issues with the Work Order Task Details report process :
SELECT P.PRCSINSTANCE, P.RUNSTATUSDESCR, R.BUSINESS_UNIT, R.WO_ID, R.WO_TASK_ID FROM PS_WM_WOE_RPT_CRIT R, PS_PMN_PRCSLIST P WHERE R.PROCESS_INSTANCE = P.PRCSINSTANCE ORDER BY P.PRCSINSTANCE DESC, R.BUSINESS_UNIT, R.WO_ID, R.WO_TASK_ID;
See Installing Oracle Open Office Enterprise Edition (OOO).
This section discusses how to:
Stage time entries for Project Costing processing.
To stage time entries, use the Stage Time Entries (RUN_EXTRNPRC_WM) component.
Select business units.
Page Name |
Definition Name |
Navigation |
Usage |
RUN_EXTRNPRC_WM |
Maintenance Management, Work Order Management, Work Order Processing, Stage Time Entries |
Stage time entries for PeopleSoft Project Costing processing. |
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RUN_EXTRNPRC_BU |
Select the Selected Business Units tab. |
Select the business units that are associated with the time entries. |
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PSRF_REPORTS_CHRON |
Click the Report Manager link. |
List generated reports. |
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PSRF_REPORT_VIEWER |
Select the Explorer tab. |
Display a selected report. |
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CDM_CONTLIST |
Select the Administration tab. |
Review the attributes of listed reports. |
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CDM_CONTLIST_ARCH |
Select the Archives tab. |
Review archived reports. |
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PMN_PRCSLIST |
Click the Process Monitor link in the Stage Time Entries component. |
View the status of jobs that are processing. |
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PMN_SRVRLIST |
Select the Server List tab. |
View and access servers. |
Access the Stage Time Entries page. (Select Maintenance Management, Work Order Management, Work Order Processing, Stage Time Entries.)
Stage Work Order/Project Time to Project Costing |
Select this check box to stage all work order task time entries to the Expenses staging table (EX_PROJ_RES_STG). |
Publish Personal Time to Time and Labor |
Select this option to publish personal time (non-work order) to PeopleSoft Time and Labor. Note. This process is optional. However, if you select this check box, the system automatically selects the Stage Work Order/Project Time to Project Costing check box above it. Important! The work order information is not carried over to the PeopleSoft Time and Labor application. |
Publish Work Order/Project Time and Personal Time to Time and Labor |
Select this check box to publish both the work order task time entries and personal time entries only to the PeopleSoft Time and Labor application. |
See Time Entry Staging and Processing.
Access the Selected Business Units page. (Select the Selected Business Unit tab in the Stage Time Entries component.)
Select one or more business units that are associated with the time entries that you want to stage.
This section provides an overview of the Work Order Completion Component and discusses how to: use 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.
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 generate a time sheet within Work Order Completion so as to bypass Expenses and go directly to the Expenses integration table for Project Costing. The time sheet prefix combined with the time sheet ID is a unique number. The PeopleSoft Expenses to Project Costing integration table indicates when a row is directly populated from PeopleSoft Maintenance Management.
Labor Time
Before you can enter time on the Work Order Completion component, work orders must be approved. 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 Expenses to Project Costing integration table until Cost Collection for PeopleSoft Expenses 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. You can enter time on the Work Order Completion component at any time.
Important! Labor time entered for a labor resource per Work Order Task 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 Elapsed Time or Punch Time option on the User Preferences, Maintenance Management page does not apply to the Work Order Completion component.
Tools Usage
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 for each task associated with a selected work order. The transaction processing for these entries is the same as it is for the Technician Workbench.
Material Usage and Return
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 and you have access to the Issue to Work Orders component, click the Issue to Work Orders link on the Materials page to enter a direct issue in PeopleSoft Inventory for the unscheduled items. 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, add a bar code, and print:
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
Attachments
Meter Readings
If the work order is for preventive maintenance for an asset that is based on meter readings, click the Meter Readings link to access the Meter Readings page. You can update the current meter readings that are associated with the asset and, if you click the Advanced Options link, see detailed readings, such as the accumulated reading. You can also click a link to access the Meter Reading History in PeopleSoft Asset Management and to view a Meter Reading trend chart.
Causal Parts
Click the Causal Parts link to enter 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.
Users can change the status of assigned tasks in the Work Order Completion component. If you wish to change all the tasks to the same status, you can select that status from the dropdown menu. When you click the Go button, a Change Status page displays where you can change each of the individual statuses for selected tasks. You can also review any editing errors, add notes, and notify the scheduler concerning the status change. Users 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 Work Order Completion component. 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. 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.
You can access the checklist associated with each task to mark the steps as complete. You can review and modify existing notes and, if authorized, enter planned and actual downtime for the asset being maintained or repaired.
Note. You cannot perform prior period adjustments on the Work Order Completion component.
Page Name |
Definition Name |
Navigation |
Usage |
WM_WO_ACT |
Maintenance Management, Work Order Management, Work Order Completion |
Enter data to complete a work order. |
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WM_TLS_USAGE |
Click the Tool Usage link on the Work Order Completion page. |
Enter actual tool usage for a work order. |
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WM_WOE_MTLS |
Click the Materials link on the Work Order Completion page. |
Enter the quantities of materials used for each work order task and issue materials, as necessary. |
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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. |
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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. |
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WM_WOE_MASS_SEC |
Click the Mass Change button on the Work Order Completion page. |
Update the actual dates, times, and PCR codes for each work order task. |
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Change Status |
WM_WOE_STATUS |
Click the Go button on the Work Order Completion component to access this page. |
Change the status of one or more selected work order tasks and optionally notify the scheduler of the change. |
WM_WOE_CKLST |
Click the Checklist link on the Work Order Completion page. |
Identify items listed on the checklist that have been completed. |
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WM_TSK_NOTES |
Click the Notes link on the Work Order Completion page. |
Review and add notes associated with the work order task. |
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WM_WO_DOWNTIME |
Click the Asset Downtime link on the Work Order Completion page. |
Enter actual asset downtime. |
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WM_WO_ASSET_SEC |
Click the Asset Details link on the Work Order Completion page. |
Review detailed information about the asset. |
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WM_WO_FAIL_TRACK |
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Add or review details concerning a work order failure event associated with an asset selected for the work order or a work order task. |
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IN_WO_ISS_SEARCH |
Click the Issue to Work Orders link on the Materials page. |
Select a pick plan or enter a work order ID as search criteria. |
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IN_WO_ISS_LOC |
Select the WO Issue Location tab. |
Enter the parts quantity issued and the quantity returned. |
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IN_WO_ISS_SUMMARY |
Select the WO Issue Summary tab. |
Review the total quantities requested, reserved, allocated, and issued. |
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WM_LBRACT_DIST_SEC |
Click the Distributions link on the Labor Actuals, Distributions tab of the Work Order Completion page. |
Review or modify the labor distribution ChartFields. |
Access the Work Order Completion page. (Select Maintenance Management, Work Order Management, Work Order Completion.)
Tool Usage |
Click this link to access the Tool Usage page, where you enter actual tool usage for this work order task. See Entering Tool Usage. |
Materials |
Click this link to access the Materials page, where you enter actual quantities of items used. You can also click the Issue link to issue additional materials to the work order or to enter returned items. See Entering Materials. |
Meter Readings |
Click this link to access the Meter Readings page, where you enter the current meter readings for the asset. |
Causal Parts |
Click this link to access the Causal Parts page, where you enter any assets or asset components that caused the task problem. |
Mobile Updates Pending |
This link is appears on the page if a task or any task-level data such as Materials, Checklists, and more have been sent to a mobile device from Maintenance Management and an update to that data has not been received from the mobile device since the last date and time that the previous update was sent. In this case, the task is considered to have an update pending. |
Change Status To |
Select the status to which you want to change the status for all of the work order's tasks. Only authorized users can change the status to Complete or Closed. The status rules for the work order apply to this component. |
Go |
Click this button to access the Change Status page where you can select a status for one or more work order tasks associated with this work order. You can also select the Notify Scheduler check box and add a note concerning the reason for the status change. An email is sent to the scheduler of the work order task. |
Mass Change |
Click this button to access the Mass Change page, where you can update the actual start dates and times, the PCR values, or both for all of the work order tasks. You select the Update Actuals Dates/Time check box and enter dates and times in these fields:
You can select Apply to Labor Actuals check box to allow the entered actuals to be copied not just to the task actuals but also down to the next level of the labor actuals. If the fields are editable, the mass change actuals will be copied into the fields, regardless of whether data was already entered. You select the Update P-C-R Codes check box and enter the PCR codes in these fields:
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Submit For Posting |
Click this button to submit the time entries for posting in PeopleSoft Expenses. Only users who have the Allow Submit Time for Posting check box selected on the User Preferences - Maintenance Management page can access this button. Note. Once you submit the time sheet directly to the staging tables for Project Costing from the Work Order Completion component, you cannot modify the data posted. If you need to adjust the data, then you must enter a new line of labor data with the corresponding positive or negative adjustment. When a task is set to complete status and the complete actuals for any labor lines have been entered but have not been submitted for posting, the user will receive a reminder message when returning from the Task Status Change page on whether they would like to submit those actuals to Project Costing for posting. |
Checklist |
Click this link to access the Checklist page, where you select completed tasks. 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, Actual Start Time, Actual End Date, and Actual End Time |
Enter the actual start and end dates and times for the work order task. |
Problem Group, Problem Code, Cause Code, and Resolution Code |
Select a problem group and PCR codes for this work order task, if applicable. |
Failure ID |
Click this link to access the Work Order Failure Tracking page and add or review the details of a failure event associated with an asset selected for the work order or a work order task. This information is used by the PeopleSoft Maintenance Management Failure Analysis component to enable you to perform a meaningful analysis of system-calculated metrics-based on the tracking of failure events associated with a work order task. |
Copy Actuals to Task |
Click this button to copy the appropriate labor actuals to the task actuals (if task actuals are enterable). For all the labor actuals entered for a given task, the earliest labor actuals are copied as the task start actuals and the latest labor actuals are copied as the task end actuals. |
Labor Actuals Time Entry and Distribution
Select 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 appears in this field. |
Craft |
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 appears in this field. This field is provided by default if a primary craft is already specified for the resource. |
Actual Start Date, Actual Start Time, 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 |
Enter the number of hours the employee worked on the task. This value is required in order to submit time for posting. |
Distribution |
Click this link on the Distributions tab to access the Distribution page, which displays the distribution data entered by default into the labor schedule row. You can override these values. Note. The Distributions tab does not appear unless you select the View and Update Accounting check box on the User Preferences - Maintenance Management page for selected users. |
Time Entry Source |
Displays the component from which the Labor Actuals were entered. The component names will be either Work Order Completion or Technician Workbench. If no actuals have been entered and saved, the time entry source value will be blank. |