Maintenance Technician Roles

This chapter covers the following topics:

Overview

Maintenance technician role based functionality consists of workbenches and pages supporting different types of maintenance tasks for production technicians, transit technicians, and data entry clerks. This includes the following roles and user interfaces:

Using the Technician Workbench

The Technician Workbench is used by heavy maintenance and engine shop technicians to display work orders, and perform maintenance tasks for large jobs. Work orders are selected from assigned and unassigned lists. Work orders are assigned to a specific technician; unassigned work orders are displayed based on resource associations. This workbench also enables you to:

Maintenance Work Card Printing

A template is provided for a maintenance work card enabling you to print, or create a file, of the details displayed in the Technician Workbench. This is designed as a hard copy of the work order for data entry. You can print a range of work orders, and use sorting options such as scheduled date, work order number, visit, or visit stage.

To view work orders in the Technician Workbench

  1. Navigate to the Technician Workbench.

  2. You can search for work order records by entering search criteria in the applicable fields including Work Order Number, Work Order Status, Visit Number, and Start and End Dates.

  3. Select Go to display the results of your search.

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    Information appears in the Assigned Work Orders and Unassigned Work Orders regions. You can view information such as work order number, non-routine request number, visit number, status and so on.

    Integration with Enigma enables a technician to view and print associated Enigma documents related to a specific work order in Oracle CMRO. To identify and troubleshoot a defect, the technician can view the Fault Identification Manual (FIM) that is linked to Enigma's interface.

    Click the Task Card icon for any work order to display the corresponding Aircraft Maintenance Manual (AMM). The AMM task cards are associated with a route in Oracle CMRO. These task cards include content from AMM, IPC, and WDM manuals. Oracle CMRO maintains the revision of the tasks and stores a PDF file as an attachment to the route.

  4. Select a work order and click the Print button to view or print a maintenance work card.

    Maintenance work card printing provides printed or file information of the details that appear in the Technician Workbench. This provides a hard copy of the work order to give technicians before each shift.

  5. You can complete the entire work order or complete operations.

    Set the following profile options to Yes to enable completions to be performed for a specific work order or at an operation level. This is dependent upon whether you have logged into a specific work order or a specific operation.

    • AHL: Completion restricted to logged in Work Order or Operation

    • AHL: Enforce bottom up completions for maintenance requirement sign off

    See Setting Up Visit Work Package, Oracle Complex Maintenance, Repair and Overhaul implememtation Guide for more information.

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  6. You can complete an operation from the Search page of the Technician Workbench. Expand the Show Details link for a work order and click the Complete icon for each operation to complete the operation.

  7. You can perform the following actions:

To complete an entire work order

  1. Select the work order that you want to complete. Note that the Complete icon is unavailable for all other work orders and associated operations.

  2. Log into the work order.

  3. Click the Complete icon at the work order level (Assigned Work Orders or Unassigned Work Orders).

    The Operation Resources region appears. All operations will be available

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  4. Complete operations.

  5. Log out of the work order.

To complete specific operations for a work order

  1. Select the operation that you want to complete.

  2. Log into the operation.

  3. Click the Complete icon, and enter completions information.

  4. Save your work.

Updating Work Orders

The Update Work Orders page displays the work order, and its associated operations and maintenance requirements. You can update the work order by performing a number of transactions, and view detail information in five tabbed regions. This page also displays a notes area for technicians to communicate between shift turnovers.

During the creation of work orders and if operation resources are planned at a department level, the operation department defaults from the operation resource if the associated BOM resource is available in the visit's organization. See: Creating Oracle Complex Maintenance, Repair, and Overhaul Resources.

You can complete operations and work orders using this interface. Set the following profile options to Yes to enable completions to be performed at either the work order level or at an operation level. This is dependent upon whether you have logged into a specific work order or a specific operation.

See Setting Up Visit Work Package, Oracle Complex Maintenance, Repair and Overhaul implememtation Guide for more information.

To update work orders

  1. Select a work order and the Update Work Orders page appears.

    This page enables you to access other pages to perform work order tasks. Select a task in the Select Work Order region, and click the Go button to access the appropriate page:

    • Click the Complete icon to complete operations for the selected work order.

      Note: All other work orders and their associated operations do not appear,

    • Create non-routine work orders, see: Creating Non-routine Work Orders and Creating a Non-Routine from an Existing Non-Routine Work Orders.

    • Defer Maintenance Requirement, see: Deferring Maintenance Requirements

    • Generate Work Card provides a file or printed maintenance work card of details of the Technician Workbench.

    • Request Warranty Review: You can select this option only when the warranty status is not Approval Pending.

      Select Request Warranty Review and click Go. A notification is generated and the warranty status moves from Not Applicable to Approval Pending.

    • View/Create Dispositions, see: Item Disposition

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  2. In the Select Work Orders row, you can perform the following actions:

    • Change Parts enables you to navigate to the Unit Configuration Part Changes page, see: Performing Part Removal/Install

    • Update Non-Routine.

    • Task Card enables you to access the Enigma associated documents. Click the Task Card icon to display the Aircraft Maintenance Manual if the corresponding route of the work order has an external document association.

    • Record Quality collection information, see Entering Quality Results, Oracle Quality User's Guide

    • Sign Off enables you to end maintenance requirement transactions. See: Maintenance Requirement Recording

  3. Click the Details tab to view a summary of work order details and turnover notes.

    Click the Show Other Details link to display more information on the selected work order.

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    This region enables you to:

  4. The Turnover Notes region displays the date and time, employee, and a short description of the work performed. You can add additional notes for a specific date and time period.

  5. Select Operations tab to view work order operation details, such as: the operation status, hours worked, scheduled, and actual time worked.

    • Total Hours: For assigned work orders, this column represents the total required hours according to the assignment. For the unassigned work orders, this column represents the sum of all the required hours for the work order.

    • Hours Worked: This column represents the amount of time technician is logged into the work order, plus the other time transacted for this work order.

    In the Perform Resource Transactions region, you can record resource information for machine type resources.

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  6. Click the Materials tab to view item information. This region displays operation sequence, scheduled and issued quantities, and required date. You can update the scheduled quantity and add new items to the work order.

  7. Select Documents tab to view any work order documents associated to the maintenance requirements, operations, product classification, or configuration items. You can access the Illustrated Parts Catalog and Wiring Diagram Manual from this region.

    To enable these buttons, you must set the following profile options to Yes:

    • AHL: Enigma IPC Documents associated

    • AHL: Enigma WDM Documents associated

    Click the Illustrated Parts Catalog and Wiring Diagram Manual buttons to view the associated documents.

    This page lists the applicable document revision, chapter, section, subject, page, figure, and note. See: Attaching Documents to a Maintenance Requirement

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  8. The Dependencies tab displays any scheduling dependencies for this work order including work order status, scheduling time and dates, non-routine, and outside processing orders.

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  9. The Warranty tab enables you to review warranty, update warranty and request Warranty Review and approval. The Warranty Contract LOV is available for edit if the Warranty Item flag is Yes.

    This tab displays the following information:

    • Task Warranty flag is Yes if a warranty template is associated at the task level.

    • Instance Warranty flag is Yes if there is at least one active warranty contract for the unit.

    • Warranty Contract: Only active contracts are available for selection.

    • Warranty Status: Defaults from the warranty status.

    • Warranty Claim: Refers to the Warranty Claim Unique Identifier.

    • Claim Status: Defaults from the status of the claim.

    Note: If the Instance Warranty field is set to Yes, you can edit the warranty contract. The status changes to Approval Pending when you click Apply. The Technician sees a change in status from Approval Pending to Approved or Not Applicable, based on the outcome of the review and approval process.

  10. Click the Apply button to save your work.

Using the Transit Technician Workbench

Transit maintenance technicians are working on smaller maintenance visits that last for a few hours rather than days.

The workbench provides three tabbed regions:

Enigma Integration enables a transit technician to view associated Enigma documents related to a maintenance work order.

To view associated Enigma documents:

  1. Click the Visits tab and search for the relevant work order.

    The work order results appear.

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  2. Select a work order, and click the Log In icon.

    select the Operations subtab.

  3. Click the work order link, and the Update Visit page appears.

  4. Select Visit Workorders from the action dropdown list and click Go.

    The Transit Technician Workbench appears.

  5. Update operations and other work order information, if applicable.

    You can complete specific operations and specific work orders at the work order level or at an operation level if the following profile options are set to Yes. The level at which you can perform completions is dependent upon whether you have logged into a specific work order or a specific operation.

    • AHL: Completion restricted to logged in Work Order or Operation

    • AHL: Enforce bottom up completions for maintenance requirement sign off

    See Setting Up Visit Work Package, Oracle Complex Maintenance, Repair and Overhaul implememtation Guide for more information.

  6. Select the Documents subtab.

    The Task Card column in the Results region is visible if the corresponding route of the work order has an external document association.

  7. Click the Task Card icon for a work order to view the corresponding Aircraft Maintenance Manual (AMM).

The Enigma integration enables you to view any other work order documents associated to the maintenance requirements, operations, product classifications, or configuration items. You can access the Illustrated Parts Catalog and Wiring Diagram Manual from the Update Work Orders page.

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Using the Data Clerk Workbench

The Data Clerk Workbench is used in environments where the shift work records are updated by data entry clerks. The work orders are not filtered per user, and the pages do not contain default information. Data clerks can search and record data for work orders that have been assigned to any technician, and can record job tasks, start and stop times, and completions.

To view work orders using the Data Clerk Workbench

  1. Navigate to the Data Clerk Workbench.

  2. You can search by entering values in the following fields: Work Order Number, Work Order Status, Visit Number, and Start and End Date. Click the Go button to view the results of your search.

  3. Select a work order to perform the following transactions:

Viewing Enigma Documents

The Enigma integration enables a data clerk to view associated Enigma documents related to a maintenance work order. The Task Card column in the Data Clerk Workbench is visible if the corresponding route of the work order has an external document association.

Click the Task Card icon for a work order to view the corresponding Aircraft Maintenance Manual (AMM).

This integration also enables you to view any other work order documents associated to the maintenance requirements, operations, product classifications, or configuration items. You can access the Illustrated Parts Catalog and Wiring Diagram Manual from the Update Work Orders page.

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Viewing Operation Resources and Visit Details

Viewing and Updating Operation Resources

Operation resources are accessed from both the Technician and Data Clerk Workbenches by selecting the details for specific work orders. This page displays the labor resources, operation sequence, operation code, description, status, resource name, assigned start date and time, total hours and hours worked, and log in and log out data.

You can complete the operation using this page, and navigate to the View Resource Details page.

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Select the Resource Name to navigate to the View Resource Detail page. This page displays the details on the particular resource, and includes resource assignment and resource transactions.

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See: Defining Resource Requirements for an Operation

Viewing Visit Details

The View Visit Details page enables you to view the maintenance visit information, and navigate to pages to create visit transactions. See: Creating Maintenance Visit Records

You can cancel or close this visit record, and navigate to the Cost Structure page. See: Visit Costing and Pricing

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Maintenance Requirement Recording

You can initiate and stop the recording of maintenance requirement transactions in the maintenance technician workbenches. When all the work orders for a particular maintenance requirement are completed, and quality collection plan information is updated and you can sign off on the maintenance requirement. All associated work orders for the maintenance requirement must be complete.

To stop maintenance requirement transactions

  1. Select a work order and navigate to the Signoff Maintenance Requirement page.

    Maintenance requirement and visit details appear for this record.

  2. In the Signoff Information region, enable the check boxes for the appropriate information including:

    • Sign off all pending child maintenance requirements.

    • Complete all pending work orders and operations.

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  3. Choose one of the date range values for signing off your requirements.

    • Default operation actual dates from scheduled dates.

    • Enter date and time information in the Use these Actual Dates region.

  4. You can optionally select the Transact Resource by Requirements check box. You can then select another technician or select equipment for this record.

  5. Click the Apply button to save your work.

Finding Work Orders

To search for work orders

  1. Navigate to the Work Order Overview page.

  2. Select applicable search criteria, and click the Go button to display the results of your search.

    You can use the following fields:

    • Organization

    • Department

    • Department Class

    • Serial Number

    • Item

    • Visit Number

    • Visit Name

    • Unit Name

    • Maintenance Requirement

    • Start Date

    • BOM Resource

    • Work Order Number

    • Work Order Description

    • Operation Code

    • Operation Description

    • Priority

    • Confirmed Failure

    • Work Order Status

    • Non-Routine Work Order

    • Resolution Code

    • End Date

    • Work Order Type

    • All Operations Completed

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    The All Operations Completed option enables you to limit the search results to work orders that are ready for sign off. This identifies only the work orders that all operations are in Complete status. The completed work orders are displayed in the All Operations Complete column.

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  3. You can choose the following actions from the drop-down menu:

    • Update Work Order

    • Complete Work Order

    • Release Work Order

    • Defer/Cancel

    • Create Non-Routine Work Order

    • Update/View Non-Routine Work Order

    • Record Work Order QA Results

    • Record Maintenance Requirement QA Results

    • View Documents

    • View OSP

    • View Scheduling Hierarchy

    • Update Material Requirements

    • Update Resource Requirements

    • Perform Resource Assignments

    • Perform Resource Transactions

    • Release Visit Work Order

    • Release Maintenance Work Order

    • Cancel Work Order

    • Close Visit

    • Sign Off Maintenance Requirement

Operations

You can navigate to the Work Order Operations page by selecting a work order and choosing Update Work Order. This page enables you to perform the following options:

A technician can access the Unit Configuration page from the Work Order Operations page to update the unit configuration directly from the shop floor. These configuration updates are allowed for routes that have the Allow Unit Receipt Update option enabled at the time of creation.

When a visit task is created for a route that has Allow Unit Receipt Update option as Yes and a work order is created for this task, you can choose the new option Update Unit Configuration from Actions drop down list.

You can use the Update Unit Configuration page to identify the condition of the items. This facilitates in the creation of reports used to evaluate the condition in the Edit Unit Configuration page.

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To update operations

  1. Navigate to the Work Order Overview page.

  2. Select a work order and choose Update Work Order. In the Work Order Operations page, you can update the following fields:

    • Work Order Status

    • Hold Reason

      Note: Hold Reason applies only when the work order is put on hold.

    • Scheduled Start and End Dates

    • Scheduled Start and End Time

    • Actual Start and End Dates

    • Actual Start and End Time

    • Department

    • Accounting Class

      Note: This field allows you to change the WIP Accounting Class when updating a work order. You can select the appropriate Accounting Class. This field becomes read-only if the work order is in a status of closed, complete, complete-no-charge, and canceled.

    Note: This page shows an icon next to the work order number that displays a page showing current AMM manual section if Enigma Integration is applied.

  3. Use the Warranty Details region to manage warranty for the visits. This region displays the following information:

    • Task Warranty flag is Yes if there is a Warranty Template associate at the Task.

    • The Instance Warranty flag is Yes if there is at least one active warranty contract for the unit.

      • Warranty Contract LOV displays only Active Contracts for you to select. Field is grayed out if Warranty Status is Approval Pending. If the Warranty Contract field is blank, you can add a new contract at any time and you can change the Warranty Status from Not Applicable to Approved and click Apply.

      • The Warranty Contract can be changed easily and the status can remain as Approved.

      • Warranty Status defaults to the current status. You can update the status here in conjunction with changes to the Warranty Contract LOV.

      • If a warranty review is requested and the Instance Warranty is blank, the Warranty Contract cannot be edited.

      • If you set the Warranty Contract field to null, you must set the Warranty Status to Not Applicable and click Apply.

    • If the Instance Warranty flag is No, you cannot edit the Warranty Contract LOV.

    • Warranty Claim defaults to the unique warranty claim identifier.

    • Claim Status defaults to the current status of the claim.

  4. Click the Apply button to save your work.

To update operation details

  1. Navigate to the Operation (Detail) page .

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  2. You can update the following fields:

    • Department

    • Scheduled Start and End Dates

    • Schedule Start and End Times

    • Actual Start and End Dates

    • Actual Start and End Times

  3. Click the Apply button to save your work.

To enter Quality results for an operation

  1. In the Work Order Operations page, choose Operation QA Results.

    The Submit Quality Results page appears.

  2. Enter your quality collection information. See: Entering Quality Results, Oracle Quality User's Guide

Creating Non-Routine Work Orders

You can create non-routine work orders originating from other inspection or repair tasks or for problems discovered in the production floor when a work order is being executed. During this process, a service request, an unassociated task and a work order are created.

To create a non-routine work order against an existing work order

  1. Navigate to the Create Non-Routine Work Order page.

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  2. Select information in the applicable fields to create the work order.

    • Create Work Order Option: Values are Create and Release Workorder, Create Unreleased Workorder, Do not create Workorder

    • Firm Work Order

    • Report Type (required)

    • Name (required)

    • Contact Type (required)

    • Contact (required)

    • Date

    • Status

    • Severity

    • Urgency

    • Origination visit

    • Origination Task

    • Target Visit Start Date

    • Target Visit End Date

    • Target Visit Number

    • Stage Name

    • Work Order Start Date

    • Item

    • Instance Number (required)

    • Serial Number

    • Lot

    • Summary (required)

    • Estimated Duration

    • Problem Code

    • Resolution Code

      Note: You can optionally make the Resolution Code field mandatory. You can do this by setting the profile option, AHL: Enable Resolution Code to be Mandatory, to Yes. If the field is not made mandatory, the users will not need to enter the value. Using a resolution code as one of the parameters enhances the results while searching for work orders.

    • Quality Inspection Type

    • Service Type

  3. Click the Apply button to save your work.

To view and update an existing non-routine work order

  1. Select a work order and navigate to the Update or View Non-Routine Work Order page.

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  2. You can update the applicable fields including: Contact Type, Contact, Status, Urgency, Problem Code, and Resolution Code.

    Note: You can click the Warranty tab to update the warranty information if the Instance Warranty field is available. If the ron-routine is based on an existing work order that contained warranty entitlements, the Warranty Contract and Status carry over to the non-routine and can be edited. When solution MRs are added to a non-routine, these requirements do not inherit any warranty entitlements from the non-routine; you must redefine them to create warranty entitlements.

    Note: The Maintenance Requirements tab enables an engineer to add MRs to resolve the non-routine work order.

  3. Optionally click the link in the Total Man Hours field to view the Person type resources used for the work order.

    This total amount includes total man hours for the Person resource for both existing routine and non-routine maintenance requirements (MRs) associated with the work order.

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  4. Click the Apply button to save your work.

To create a non-routine work order from an existing non-routine work order

Oracle CMRO enables you to create a non-routine work order from an existing non-routine work order. Administrators can now enable this functionality for a user or a responsibility by assigning the seeded user function, Allow creation of a Non-Routine originating from a Non-Routine. The corresponding function, AHL_ALLOW_CREATE_NR_FROM_NR is added to the menu associated to a responsibility.

This functionality is restricted in the seeded CMRO menus and responsibilities by default. You cannot create a non-routine work order from another non-routine work order.

However, if the seeded user function is added to the responsibility, you can create a non-routine from the context of another non-routine work order. Otherwise, you will receive an error message.

  1. Navigate to the Work Order Overview page.

  2. Query for a non-routine work order.

  3. Select the work order and choose Create Non-Routine Work Order from the drop down menu.

    This creates a new non-routine work order if the mentioned functionality is associated to the responsibility.

Completing Work Orders and Operations

Work orders can be completed with the statuses of Draft, Unreleased, Parts Hold, Hold, or Pending QA.

If the work order is the final work order completed as part of a planned maintenance requirement, the completion also completes the maintenance requirement and updates the unit maintenance requirement.

To complete an operation

  1. Select a work order and navigate to the Work Order Operations page.

  2. Select the operation that you want to complete, and choose Complete Operation.

To complete a work order

  1. Navigate to the Work Order Overview page and choose Complete Work Order

Oracle CMRO provides integration with Oracle Quality pages to enter collection plan data. You can set up collection plans and enter quality data results for mandatory or optional collection plans. The Quality Collection plan must be set up and the inspection type associated with the Job Deferral Inspection Type profile option, or with the route header in Route Management, or to the Non-Routine Job Inspection profile option. See:

Once you complete a work order in CMRO, the concurrent program, WIP Close Jobs (SRS), closes the work order in WIP. CMRO provides a concurrent program, Close Work Orders that identifies all such work orders closed in WIP but are not in Closed status in CMRO.

You can run these two concurrent programs simultaneously so that after the WIP concurrent manager closes work orders in WIP, the system starts CMRO concurrent manager and closes those work orders in CMRO.

Signing Off Maintenance Requirements

When all the work orders for a particular maintenance requirement have been completed, you can sign off on the maintenance requirement. You can associate a quality plan with a maintenance requirement.

All the work orders associated with the maintenance requirement must be complete, and all associated child maintenance requirements must also be signed off.

To sign off maintenance requirements

  1. Navigate to the Work Order Overview page and select a record.

  2. Choose Sign Off.

    You can also sign off maintenance requirements using the Work Order Operations or the Maintenance Requirement Work Orders pages.

Performing Part Removal/Install

During installations, assemblies are mapped based on the position key, the position reference, sub-configuration, and item. If the position association is not determined the part or subassembly appears as an extra. You can manually map the hierarchy to the correct positions. If a position reference has been modified in the higher assemblies master configuration, the position reference is automatically updated to reflect the correct installation position. In addition to the structure of the hierarchy being validated during the installation, the configuration rules are validated, ensuring that the assembly complies with the rules established in master configuration. Maintenance personnel have increased visibility into missing and extra items, and subassemblies.

You can assign the extra items and subassemblies to the appropriate sibling positions for which installation is allowed. Identifying parts that need to be installed or removed is easily accomplished through the use of the missing and extra icons. In addition to parts issued to a work order, any installed sibling identified as an extra item, which meets the installation criteria, will appear in the search results for an empty position.

During a part removal, if an instance is identified as unserviceable and a non-routine work order is created in the Released status, the removed part's location is set to the non-routine work order instead of the work order where it is removed.

To perform part removal or install

  1. Select a record on the Work Order Operations page, and choose Perform Part Removal/Install. The Item Part Changes or Unit Configuration Part Changes page appears.

  2. Using the Unit Configuration Part Changes page, select the sub-configuration.

    Using the Item Part Changes page, select the item.

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  3. Make any necessary changes in the appropriate fields.

    Field name Description
    Operation Seq Operation sequence number for the work order.
    Condition The condition of the part being removed.
    Subinventory The subinventory, if desired, to return the part.
    Locator The locator within the sub inventory, if locator controlled.
    Reason The reason for the part being removed.
    Removal Code The code associated with the part being removed.
    Removal Date The date the removal was performed.
    Problem Code The code associated with the problem being reported.
    Estimated Duration The time in hours that it is estimated to correct the service task.
    Severity The severity of the service difficulty, if the part is being removed in the unserviceable or MRB condition.
    Summary The summary of the service difficulty, if the part is being removed in the Unserviceable or MRB condition.
    Part Number The part number of the Item being installed.
    Stage Name The stage name where the part removal/change is scheduled to be performed.
    Work Order Start Date The date that the work order is scheduled to begin.
    Instance Number The Installed Base Instance Number of the part being installed.
    Installation Date The date the part was installed.
    Service Type Defined in CMRO for visit tasks and work orders to identify routine and non routine maintenance.
    For more information about defining service types, see the Oracle Projects Implementation Guide.

  4. Select Remove to remove a part.

  5. Select Install to add a position.

    Additional Information: You can remove a part as unserviceable without creating a non-routine. The Create Work Order Option provides this functionality.

Changing Item and Serial Numbers Associated with Work Orders

You can change both item numbers and serial numbers of a tracked configuration component, in the Item Number/Serial Number Change page. This process updates the applicable unit configuration, and the item instance.

To change item and serial numbers

  1. Navigate to the Item Number/Serial Number Change page.

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  2. Select the applicable value in the New Item Number field to change items. You can also select an applicable revision for the item.

  3. Select the applicable value in the New Serial Number field to change serial numbers. Optionally, you can also select a Serial Tag value.

  4. You have the option to select a value in the New Lot Number field for lot controlled items.

  5. Click the Apply button to save your work.

Viewing and Updating Material Requirements

The Required Materials page provides an overview of all material requirements, across work orders. You can query for a work order number and view material requirements for that particular work order. Optionally, you can query for an item and view requirements against that item across all work orders. You can also update the quantity of item required and the date on which it is required.

Prerequisites

To view material requirements

  1. Navigate to the Workorder Overview page.

  2. Click the Material tab. The Required Materials page appears.

  3. Click the Go button to view material requirements across all work orders. Material requirements for all work orders and against all items appear in the Materials result.

  4. Enter information in the Work Order Number field to view material requirements for a particular work order number. Click the Go button, and all requirements matching your search criteria appear.

  5. To view material requirements against a particular item, enter information in the Item field and click Go.

  6. To update the required quantity or the required date for a work order, select the job number and enter information in the corresponding fields. Click Apply to save the changes.

  7. Click the work order number. The Work Order Operations page appears.

To update material requirements

  1. Navigate to the Work Order Overview page.

  2. Enter information in the fields and click the Go button. All work orders matching your search criteria appear in the Work Order List Results table.

  3. Select the work order number and choose Update Work Order from the drop-down menu. The Work Order Operations page appears.

  4. Click the Materials link and the Update Material Requirement page appears.

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    Use the information in the following table to update material requirements.

    Field Name Description
    Operation Sequence The work orders operation sequence number.
    Item The Item Number for the requirement.
    Description The Description of the item defined.
    Required Quantity The quantity desired for the requirement.
    Scheduled Quantity The quantity scheduled by the Long Term Plan.
    UOM The unit of measure for the Item's quantity.
    Required Date The date on which the requirement is expected.
    Scheduled Date The date on which the quantity is scheduled by Long Term Plan.
    Issued Quantity The quantity issued to an operation (only for a work order in Released status)

  5. You can then perform the following:

    • Select the Item, Required Quantity, and a Required Date and click the Apply button to save your changes.

    • Select the requirement and click the Remove button to remove the requirement.

    • Click the Add More Rows button to add requirements.

    • Click the Cancel button to cancel any changes.

      Note: When changing an existing requirement defined in Route Management, the selection is limited to the alternates for the item.

Viewing Assignments, Documents, and Resources

Viewing Employee Assignments

For a work order or an associated operation, you can assign employee and machinery to the resource requirement. Use the Search Employee Assignments page to view these employee assignments, and perform all of the production functions applicable to the assignment and associated work order. You can search for employee assignments by the employee's name, number, the associated work order job number, department, and other related criteria.

To view employee assignments:

  1. Navigate to the Work Order Overview page.

  2. Select the Resources tab. The Employee Assignments page appears.

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  3. Enter information in the appropriate fields and click the Go button. All assignments matching your search criteria appear in the Results table.

  4. You can select a work order and perform the following actions, which are available as selections in a drop-down menu:

    • Update Work Order

    • Resource Transactions

    • Perform Parts Change

    • View Documents

    • Complete Work Order

    • Complete Operation

    • Record Work Order QA Results

    • Record Operation QA Results

    • Sign Off Maintenance Requirements

    • Record Maintenance Requirement QA Results

    • View Resource Transactions

    • Create Service Requests

Viewing Documents

Documents may be associated with maintenance requirements, routes, and operations. You can view all the documents pertaining to work orders, work order operations, and material requirements in the View Documents page.

To view documents associated with work orders:

  1. Navigate to the Work Order Overview page.

  2. Enter information in the appropriate fields and select Go. All work orders matching your search criteria appear in the Work Order List Results table.

  3. To view documents associated with a work order's route, select the work order and choose View Documents from the drop-down menu. The View Documents page appears, displaying the work order details and the documents defined for the routes associated with the work order.

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    Enigma Integration displays buttons to view Wiring Diagram Manual (WDM) and Illustrated Parts Catalog (IPC) as applicable.

    The following table provides information about fields in the View Documents page.

    Field Name Description
    Route Number The user-assigned identifier for a maintenance route.
    Route Title The text description of the maintenance route.
    Document Number A unique identifier, generated by the organization to identify a maintenance document. If you do not know the document number, enter the generic substitution meta character% in the field, and click on the LOV icon to launch the Select Doc Number page that displays all the document references in the database.
    Type The major topic such as powerplant, fleet unit, and ground support equipment that is described by the document in question.
    Title The title of the maintenance document.
    Revision A user-assigned document revision identifier.
    Chapter A specific chapter in the associated document. The value is defined by the user when the association is created.
    Section A specific section in the associated document. The value is defined by the user when the association is created.
    Note A specific note in the associated document. The value is defined by the user when the association is created.
    Figure A specific figure in the associated document. The value is defined by the user when the association is created.
    Subject A specific subject in the associated document. The value is defined by the user when the association is created.
    Page A specific page in the associated document. The value is defined by the user when the association is created.

    Select the document and click the View Documents button. You can view the details of the document in the View Revision page.

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  4. To view documents associated with the work order's operations, click the Operation button.

  5. To view documents associated with maintenance requirements, select the Maintenance Requirement tab under the Production Planning tab.

  6. Enter your search criteria and click the Go button.

    The maintenance requirements matching your search criteria appear in the Maintenance Requirements Results table.

  7. Click the Maintenance Requirement link to navigate to the View Maintenance Requirement page.

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  8. Click the Documents link and the View Attached Documents page appears, displaying the documents associated with the maintenance requirement.

Viewing Resource Requirements

A visit or work order with associated resources must exist in the database in order to view resources.

To view resource requirements for a work order:

  1. Find the work order or operation for which you want to view dependencies. See Finding Work Orders.

  2. Select the work order, and select Update Work Order from the drop-down menu.

    The Work Order Operations page appears.

  3. Click the Resources link and the Resource Requirements page appears.

    Resource Requirements

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