Setting Up Labor and Tools Resources

This chapter presents an overview of labor and tools resource setup in Oracle's PeopleSoft Maintenance Management and discusses how to:

• Understanding labor and tools resource setup and maintenance.

• Set up qualifications and employee data in PeopleSoft Maintenance Management.

• Generate employees as resources in PeopleSoft Maintenance Management.

• Set up shifts, schedule patterns and periods, shops, and crews.

• Maintain resources in PeopleSoft Maintenance Management.

Understanding Labor and Tools Resource Setup and Maintenance

This section discusses:

• Labor resource setup.

• Comparison of PeopleSoft FSCM and HRMS employee source database tables.

• Steps to create employee data, generate resources, and manage resources without PeopleSoft HRMS.

• Tool resources setup.

• Resource cache administration.

Labor Resources Setup

The goal of the operations manager and shop supervisor is to ensure the accurate inventorying and easy deployment of the labor resources (technicians) who are needed to complete work order assignments. Normally, the supervisor sets up the labor resources and assigns them to a shop. When a work order is created, the scheduler can assign resources to the work order task by simply selecting resources directly from the list of eligible labor resources, by using the Recommend Labor feature to search for the most qualified and available resources, or by manually searching for available labor resources. Before you set up shops and assign resources to the shops, you must set up competencies and accomplishments and associate them with employees.

You can generate labor resources by setting up employee data using one of these methods:

• Integrating with PeopleSoft HRMS.

• Integrating with 7.X HRMS or Third-Party HRMS.

• Set up employee and non-employee data in the FSCM database using PeopleSoft Maintenance Management.

Important! You must access Set Up Financials/Supply Chain, Common Definitions, Resources Data, Resource Setup and indicate whether you intend to use PeopleSoft HCM 8.0+, PeopleSoft HCM 8.0+ and PeopleSoft Financials Database, or PeopleSoft Financials Database for your employee source data. If you use PeopleSoft Front Office Staffing, then the PeopleSoft Financials Database option is not available for selection.

You set up accomplishments and competencies using tables that are common to PeopleSoft Resource Management, Staffing, and PeopleSoft Maintenance Management. You assign these accomplishments and competencies in qualification profiles, which you can associate when setting up a craft codes in PeopleSoft Maintenance Management, or select to specify the labor qualification requirements for a craft requirement in a work order task line of the Work Order component. You can assign one or more resources to a craft. When you assign resources to a craft, you can update the qualification profiles from the craft only if the labor resource is set up in the Financials Database using PeopleSoft Maintenance Management. For each work order task, you can specify all the crafts required to perform the task and then modify the competencies and accomplishment qualifications needed for each of the specified crafts if necessary. You can also update and review each resource's qualification profile in PeopleSoft Maintenance Management to keep the profile current.

Once the resources and the qualifications are set up, you assign the resources to a shop. You must associate the resources with a shift in the shop. You can also associate resources with crews and assign one or more crews to a shop. You can assign crew members to more than one shop as long as you divide their capacity percentage between the shops. Before you can use the system to determine capacity for a crew based on specific periods, you must set up the schedule patterns, generate the schedule periods from the pattern, and specify which schedule pattern the crew will be using on the Crew Definition Component. You also can set up reasons for rescheduling a crew.

After this data is set up, you must run the Cache Administration process (Set Up Financials/ Supply Chain, Common Definitions, Resource Search, Cache Administration) to refresh the current eligible resources cache, the resource schedule cache, and the search indexes (for example, Verity Search Indexes). We recommend that you run this process nightly to keep the cache up to date. You must update the cache if you want the system to recommend labor resources based on their qualifications and availability, and if you want to enable users to see the availability score for each labor resource in relation to each work order task. The availability cache is updated automatically when assignments are created and canceled. Once you establish your labor resources, you can then create work orders and assign these resources to the work order tasks in PeopleSoft Maintenance Management by:

• Directly assigning the labor resource to a task.

• Selecting of the Recommend Resource button, which runs the Resource Matching process that recommends qualified and available resources for the task.

  This Matching process matches eligible resources to resource demand as specified in the work order task. It objectively assesses resource availability and qualification level and presents resource assignment possibilities at the work order task level.

• Manually searching for available resources that possess the required craft and are available for the work order task.

• Assigning labor resources from crews, as well as individual resources, using the Labor Assignment Workbench.

Important! If you use PeopleSoft Resource Management and have set up your employee data in PeopleSoft Resource Management, then you do not have to set up the employee data again in PeopleSoft Maintenance Management because the employee data is set up in the same tables for both PeopleSoft Resource Management and PeopleSoft Maintenance Management. However, after the employee data is set up, you must create the employees as resources using the Create Resources or Create Resource Program components in PeopleSoft Maintenance Management before you can schedule the labor resources to a work order. The system marks them as PeopleSoft Maintenance Management resources in the same table PeopleSoft Resource Management uses. Once you create the employees as resources in PeopleSoft Maintenance Management, then you must perform all other activities such as managing a resource profile using the Labor Administration components in PeopleSoft Maintenance Management.

See PeopleSoft HRMS Setup Considerations.

See Understanding Resource Scheduling.

See Understanding PeopleSoft Resource Management and PeopleSoft HRMS.

Comparison of PeopleSoft FSCM and HRMS Employee Source Database Tables in Resource Profile

The PeopleSoft Resource Management PeopleBook identifies the tables used in the PeopleSoft Financial Database versus the PeopleSoft HRMS Database to derive data for the pages in the Manage Profiles component. All of this information also applies to PeopleSoft Maintenance Management except for:

• The row describing Preferences, which does not apply to PeopleSoft Maintenance Management.

• The row describing Supply Categories, which does not apply to PeopleSoft Maintenance Management.

• Additional pages in the Resource Profile specifically for PeopleSoft Maintenance Management, which include:

  • A Craft page.

  • A Shop page.

See Labor and Tool Resource Matching.

This describes the use of the Resource Profile Craft and Shop pages.

Important! PeopleSoft Maintenance Management does not use pool, regions, or industry in the resource profile.

Steps to Create Employee Data, Generate Resources, and Manage Resources Without PeopleSoft HRMS

You can set up labor resources based on integrating with PeopleSoft HRMS and using the established employee data and competencies from PeopleSoft HRMS. You may also be able to use the data from a third-party product if you use PeopleSoft HRMS 7. x or earlier. However, if you do not use PeopleSoft HRMS, you can set up accomplishments and competencies in the Financials/Supply Chain database for employees that you define in PeopleSoft Maintenance Management.

Follow these steps to establish accomplishments and competencies for use in with resources in PeopleSoft Maintenance Management:

1. Set up fundamental resource and competency data in Set Up Financials/Supply Chain, Common Definitions, Resource Data, which includes:

   • Resources setup.

   • Honors and awards.

   • Memberships.

   • Languages.

   • Licenses and certifications.

   • Degrees.

   • Majors.

   • Schools.

   • Competency types.

   • Competencies.

   • Competency tree.

   • Job codes.

   • Holidays.

   Note. You also can set up a competency tree using Tree Manager.

   See Using a Competency Tree to Organize Competencies.

   See Setting Up Resources.

2. Set up relevant qualification and employee data in PeopleSoft Maintenance Management including:

   • Task categories.

   • Qualification profiles.

   • Crafts.

   • Employee data.

3. Create resources from employees using one of these methods:

   • Create resources (individual employees).

   • Create resources using the batch (RS_CW_AE) process.

4. Set up key features in PeopleSoft Maintenance Management used to manage and assign resources to a work order and work order task, which include:

   • Defining shifts.

   • Setting up shops.

   • Setting up crews.

   • Setting up schedule patterns and generating schedule periods based on a schedule pattern.

   • Setting up crew rescheduling reason codes.

5. Manage resources by:

   • Creating a resource group.

   • Assigning resources to a craft.

   • Maintaining employee eligibility.

   • Managing employee profiles.

Tool Resources Setup

Tools are assets that are identified as tools in PeopleSoft Asset Management's asset repository by selecting the Asset Management, Asset Transactions, Owned Assets, Basic Add component. You can assign the asset type, subtype, manufacturer ID, and model of a tool along with the shop in which the tool is located or stored at and the preferred maintenance crew that can maintain the tools. You can assign a tool for use in a work order task in the work order component and can track the actual usage and cost of the tool in the Technician Workbench in PeopleSoft Maintenance Management. You can set up tool rates based on the asset type and subtype in the shop's Tool Rates page. These rates are the default rate values that display in the Tool Requirements and Tool Schedules grids of the work order task. If the rates are not set up in the shop, the default values are derived from the asset subtype, which is set up in PeopleSoft Asset Management. When you search for a tool, the availability is based on the operating hours of the shop.

When you use the matching engine to recommend the qualified and available tools to use for a work order task, the availability of tools is determined by the shop's operating hours. You can set up resource groups of tools for more than one shop. For example, you can set up a resource group for SHOP A to SHOP C, which includes all resources belong to SHOP A, SHOP B, and SHOP C. You can use a resource group to restrict the search for tools available to use in the performance of a work order task to the shops specified within the resource group. If you do not specify a resource group, the system searches through all the assets marked as tools based on the asset characteristics that you specify when you schedule tools in the work order task line.

Important! The accuracy of the recommendation provided by the Match Engine for labor and tools depends on the status of the cache records. You should refresh the cache regularly.

Resource Cache Administration

You run the Cache Administration Application Engine (RS_CACHE_AD) process to manage various cache records in order to enhance system performance. PeopleSoft Maintenance Management uses only three cache records: Resource Eligibility, Resource Schedule, and Verity Search Index. You run this process periodically to purge unnecessary data from the system and to update cache tables that are used by various PeopleSoft Maintenance Management activities which include:

• Incorporating a Verity search index for searching.

• Keeping the available dates and times in the resource schedules up to date.

• Keeping the resource eligibility up to date.

The matching engine uses the current Verity search index, resource eligibility, and the resource schedules cache to determine the qualification and availability fit scores that the matching engine uses to determine whether a resource is qualified and available to perform a specific work order task.

You should run the resource eligibility cache every time you run the Create Resources process.

Important! It is important to keep the cache records current in order to produce accurate results when you run processes such as the Match Engine, the resource availability checking routine, and resource assignment creation. To keep the cache current at any point in time, we recommend that you should schedule this process to run nightly.

PeopleSoft Maintenance Management uses the resource schedules and resource eligibility to determine the availability of a resource for assignment in a work order task.

Note. You should also refresh the cache if you add resources or modify the shifts or shops associated with resources.

See Enabling Resource Matching and Cache Processes.

Setting Up Qualifications and Employee Data in PeopleSoft Maintenance Management

To set up task categories, crafts, employees, and qualification profiles, use the:

• Setup Task Categories (RS_TASK_TYPE) component.

• Define Crafts (RS_SETUP_CRAFT) component.

• Qualification Profiles (RS_RESRC_TEMPLT) component.

• Manage Employee Data (RS_CM_PERSONAL) component.

This section provides an overview of qualification and employee data in PeopleSoft Maintenance Management and discusses how to:

• Set up task categories.

• Add and maintain qualification profiles.

• Add competencies.

• Define crafts.

• Add employee personal data.

• Add employee job data.

• Add employee visa and work permit data.

• Add employee citizenship and passport data.

Important! Before you set up this data, you must set up the Resource Setup component, as well as specific competency components located in Set Up Financials/Supply Chain, Common Definitions, Resources Data. The links to access this information are located in the Pages Used to Define Qualifications and Set Up Employee Data in PeopleSoft Maintenance Management section later in this section.

Understanding Qualification and Employee Data in PeopleSoft Maintenance Management

This section discusses:

• Task categories.

• Accomplishments and competencies.

• Qualification profiles.

• Craft definitions.

• Employee data.

Task Categories

In PeopleSoft Maintenance Management, a task is the equivalent of a schedule entry, such as an appointment, holiday, or meeting. When adding a new schedule entry, you must specify a task category on the Task Details page of a resource's monthly calendar. For example, if you select a date on the monthly calendar and select the Task Category that is set up for Appointment, then the calendar is updated with the appointment. Task categories identify specific periods of time when a resource is not available in the resource schedule. When assigning a resource to a work order task, the system looks at the calendar and takes these periods when the resource is not available into consideration when determining the availability of a resource.

Accomplishments and Competencies

An accomplishment is an objective, measurable achievement. The accomplishment setup tables identify the accomplishments that resources can include in their resource profiles or that users can list as requirements for the resources that they request for an assignment. The Resource Matching Engine compares the resource's accomplishments with the accomplishments requested for an assignment. Accomplishments are set up in the Set Up Financials/Supply Chain, Common Definitions, Resources Data component and include:

• Honors and awards.

• Memberships.

• Languages.

• Licenses and certifications.

• Degrees.

• Majors.

• Schools.

Specific accomplishments for education, licenses and certifications, memberships, and languages can be included in Resource Matching to find the best fit between resources and resource requests. You can include accomplishments in the remaining categories (honors and awards) in the resource profiles for information only.

Competencies encompass skills, abilities, knowledge, or behavior, such as experience with repairing equipment, knowledge of special manufacturing processes, or a background in plumbing. Unlike accomplishments, competencies are measured or evaluated using a rating model that you define. For example, if the rating model defines three possible values, each will add 33 percent to the score. If the rating model defines five values, each value will add 20 percent to the score.

Set up resource competency data in Set Up Financials/Supply Chain, Common Definitions, Resource Data to include:

• Resources setup.

  Set up this option to define default work days and calendar options, indicate whether to allow non-employees to be established as resources, and whether you want to obtain employee data and competencies from either the PeopleSoft HCM 8.0+ database, the PeopleSoft HCM 8.0+ and FMS databases, or only the FMS database.

  • Competency types.

  • Competencies.

  • Competency tree.

  • Job codes.

  • Holidays.

  Note. You also can set up a competency tree using Tree Manager.

• Competency types.

• Competencies.

• Competency tree.

• Job codes.

• Holidays.

See Organizing Competencies Using a Competency Tree.

See Understanding PeopleSoft Resource Management Without PeopleSoft HRMS.

Qualification Profiles

You can add or update qualification profiles in PeopleSoft Maintenance Management. A qualification profile is a template of a type of resource, usually a craft in PeopleSoft Maintenance Management. The profile consists of competencies and accomplishments that describe the resource. When you create a work order task and select the craft, the qualifications from the qualification profile associated with the craft are copied to the task's requirements.

Note. You cannot copy a qualification profile into a resource's profile (PeopleSoft Maintenance Management, Labor Administration, Manage Profile). When a craft is added to a resource's profile, the qualifications (competencies and accomplishments) associated with the qualification profile set up for that craft are not copied into the resource's profile for employees or non-employees created through the Peoplesoft HRMS system. However, for employees or non-employees created through FSCM PeopleSoft Maintenance Management, you can copy the qualification associated with the qualification profile set up for that craft.

Craft Definitions

Define crafts to identify the type of labor resource. Maintenance planners and managers normally plan their business needs by craft, whereas shop managers and schedulers plan their needs identifying labor resources. For example, a facilities manager or planner would examine historic trends and determine that in the summer months the organization is likely to need thirty resources who specialize in the craft Landscaper in May of each year to perform the routine spring cleaning maintenance at corporate headquarters. However, at the shop level, the gardening crew supervisor or scheduler would identify specific gardener resources to perform the work.

Each crew member is associated with a craft. When a resource is added to a crew, the primary craft of the resource, which is identified in the resource's profile, is the default value. However, users can change this resource's craft in the crew definition.

You can also assign resources to a craft for a specific supervisor. If you assign a resource to a craft, the craft displays in the resource's profile in the Craft page.

Employee Data

You can add visa, work permit, citizenship, and passport data to an employee's existing data or you can add a new employee. If you do not use an HRMS database as the source for employee or non-employee data, you can access the PeopleSoft Maintenance Management, Labor Administration, Manage Employee Data component and add both employee and non-employee data. Once you add these employees, you can generate them as resources and assign them to perform work order and work order task activities.

If you plan to set up your employee data in PeopleSoft Maintenance Management, when you set up the Common Installation Options page in the Resource Setup component, you must select the PeopleSoft Financials Databases option as the source for employee and non-employee data. This disables the enterprise integration points (EIPs) between PeopleSoft HRMS and PeopleSoft Maintenance Management tables. It also enables the processing rules for PeopleSoft Maintenance Management to serve as the employee data source.

Note. If you use PeopleSoft 8 HRMS or higher, take advantage of the built-in integration with PeopleSoft Maintenance Management to manage resources and resource competencies. PeopleSoft Maintenance Management employs EIPs to request and send data between the PeopleSoft Financials and Supply Chain Management (FSCM) database, where PeopleSoft Maintenance Management information resides, and the PeopleSoft HRMS database, where employee and competency information resides.

Pages Used to Set Up Qualifications and Employee Data in Maintenance

See Also

Setting Up Resources

Establishing Application Setup Tables for Work Definitions

Setting Up Task Categories

Access the Task Categories page. (Select Set Up Financials/Supply Chain, Product Related, Maintenance Management, Setup, Setup Task Categories.)

Task Category	Enter a category to apply to a resource's schedule such as Paid Time Off (PTO), Company Holiday, Corporate Event, Meeting, Training, and Appointment. You can add these to a resource's monthly calendar. Important! You do not set up work order tasks here. They are set up and assigned when you create a work order.
Task Description and Comments	Enter a description of this category and comments relevant to this task.

See Understanding Resource Schedules.

Adding and Maintaining Qualification Profiles

Access the Qualification Profile page. (Select Maintenance Management, Labor Administration, Qualification Profiles.)

Enter a name for the qualification profile, such as a craft name like MECHANIC, ELECTRICIAN, or PLUMBER. Enter a description and any other comments relevant to the profile you are creating.

Profile Competencies

This grid enables you to select and add competencies to the profile. You can change the number of years of work experience required for each competency.

Degrees

Click the Add button to add a row to the Degrees grid. You can select and modify values for the Accomplishment, Major Code, and Importance fields.

Languages

Click the Add button to add a row to the Languages grid. You can select and modify values for the Accomplishment, Speak, Read, Write, and Importance fields.

Licenses

Click the Add button to add a row to the Licenses grid. You can select and modify values for the Accomplishment, Country, State, Country, and Importance fields.

Memberships

Click the Add button to add a row to the Memberships grid. You can select and modify values for the Accomplishment and Importance fields.

See Also

Adding Competencies

Establishing Application Setup Tables for Qualifications

Adding Competencies

Click the Add Competency button on the Qualification Profile page to access the Competencies page.

Competencies	Click the competency tree and click the competency that you want to copy into the new row that you just added or click the Basic Search button to display the Competency Description field.
Competency Description	Enter a description of a competency such as listen and click the Search button. The competency, Ability to listen and respond appears in the Competency grid. To display a list of all the competencies based on the competency type enter a wildcard (%) or just click the Search button. A list of competencies defined for the competency type displays.
Select	Select the check box next to each of the competencies that you want to add and click the Select button. The selected competencies are added as rows in the Competency grid. You can modify the Proficiency, Importance, and Years of Work Experience for each competency in the grid.
Add	Click this button to add a blank row to the competency grid. When you search for the new competency, a list of all competencies set up in the system appears.
Return to Qualification Profile	Click this link to return to the Qualification Profile. The added competencies display in the grid for this profile.

Defining Crafts

Access the Define Crafts page. (Select Set Up Financials/Supply Chain, Product Related, Maintenance Management, Resources, Define Crafts.)

Craft	Enter type of craft to use to complete work orders such as electricians, mechanics, plumbers.
Qualification Profile	Select the qualification profile that describes qualifications that an employee needs to perform this craft. Note. When a craft is added to a work order task, then the competencies, accomplishments, and qualifications associated with the qualification profile selected here for the craft are copied to the work order task labor qualification requirements for that task.

Adding Employee Personal Data

Access the Personal Data page. (Select Maintenance Management, Labor Administration, Manage Employee Data.)

Enter the employee's name, telephone number, and address information.

Adding Employee Job Data

Access the Employee Job page. (Select Maintenance Management, Resource Maintenance, Manage Employee Data, Employee Job tab.)

Effective Date

Select the date that this data becomes effective in the system. You can add more than one job data record consisting of different data selected as job details for this employee. Effective Date, Employee Status, Business Unit, Department, Supervisor ID, Job Code, Standard Hours, and Standard Work Period are required fields. The asterisk (*) by a field means that it is required and that you must select or enter a value in the field.

Important! You must refresh the Eligible Resource Cache table (RS_ELGBL_WRKR) when routine changes are made to a resource's job-related information.

See Also

Understanding Application Setup and Employee Data Tables

Adding Employee Visa and Work Permit Data

Access the Visa/Work Permit page. (Select Maintenance Management, Resource Maintenance, Manage Employee Data, Visa/Work Permit tab.)

Add as many rows as necessary of visa and work permit information for this employee.

Adding Employee Citizenship and Passport Data

Access the Citizenship/Passport page. (Select Maintenance Management, Resource Maintenance, Manage Employee Data, Citizenship/Passport tab.)

Add as many rows as necessary of citizenship and passport information for this employee.

Generating Employees as Resources in PeopleSoft Maintenance Management

This section provides an overview of resource generation and discusses how to:

• Create individual resources.

• Change the job for a resource.

• Create resources using batch processing.

• Establish resources.

Understanding Resource Generation

Once employee source data is either imported from PeopleSoft HRMS or set up in PeopleSoft Maintenance Management, you generate selected employees as resources. The term resource describes the employees and non-employees who can be assigned to work orders and work order tasks in PeopleSoft Maintenance Management. When you establish an employee or non-employee as a resource, PeopleSoft Maintenance Management automatically populates the resource's schedule with holidays. You can assign resources to a craft, change a resource's eligibility status, and update a resource's profile. For example, when you assign resources directly to a shop, add more crafts, and so on, you can then assign these resources to specific work order tasks.

To establish and maintain employees and non-employees as resources, use:

• For individual resources, the Create Resources (RS_WRKR_CREATE component) .

• For resource batches, the Create Resources Program (RS_CW_AE) component .

New resources are established as eligible for assignment, which means that they are included in Resource Matching and can be assigned to work order tasks. Use the Create Resources component, and click the Change Job button to assign a resource to a different job.

Important! After you execute the process to convert the list of employees into resources, run the Cache Administration Application Engine process (RS_CACHE_ADMIN), which calls the Refresh Eligible Worker, Refresh Availability Cache, and Create/Update Verity Index processes to update the Cache tables that are used for resource matching.

See Also

Establishing Resources

Pages Used to Generate Resources from Employee Data

Creating Individual Resources

Access the Create Resources page. (Select Maintenance Management, Labor Administration, Create Resources.)

Add an Employee as a Resource

Access the Add Employee as Resource page and select an employee ID that you want to add as a resource.

Create Resources

Verify the resource's information. If the information is correct, click the Save button. If the information is incorrect, click the Change Job button.

Changing the Job for a Resource

Access the Establish Employee as Resource page. (Select Maintenance Management, Labor Administration, Create Resources and click the Change Job link.) If more than one job is listed, then click the Select button next to the job for which you want to create this employee as a resource. Upon selection the Create Resources page redisplays with the job you selected.

Creating Resources Using Batch Processing

Access the Create Resources Program page. (Maintenance Management, Labor Administration, Create Resources Program.)

Job Codes

Select the job codes from which you want to generate employees as resources.

Business Units

Select the business units from which you want to generate employees as resources.

Locations

Select the locations from which you want to generate employees as resources.

Departments

Select the departments from which you want to generate employees as resources.

Employees

Select the employees who you want to generate as resources.

Establishing Resources

Access the Create Resources Program - Establishing Resources page. (Click the Generate button on the Create Resources Program page.)

This list of employees displays after you select Generate List. You can remove the check mark from the employees whom you do not want to generate as resources.

Setting Up Shifts, Schedule Patterns and Periods, Shops, and Crews

To set up shifts, shops, and crews use the:

• Define Shifts (RS_SHIFT_DETAIL) component.

• Schedule Patterns and Periods (WM_SCHED_PERIOD) component.

• Define Shop (WM_SHOP_DEFN) component.

• Define Crew (WM_CREW_DEFN) component.

• Crew Rescheduling Reason Codes (WM_CSREASON_CD) component.

This section provides an overview of shop and crew management and discusses how to:

• Set up operating hours for a shift.

• Define schedule pattern.

• Define and generate schedule periods.

• Define shop information.

• Define and maintain resources for a shop.

• Define and maintain craft rates for a shop.

• Define and maintain tool rates for a shop.

• Set up service groups for a shop.

• Define inventory commit and reservation rules for work order types.

• Set up timesheet defaults.

• Set up a crew.

• Set up crew rescheduling reason codes.

Understanding Shifts, Schedule Patterns and Periods, Shops, and Crews

The shop supervisor's goal is to ensure the accurate inventorying and easy deployment of labor resources (technicians), who are needed to complete work order assignments. Before users can set up shops and assign resources to shops, they must set up crafts and the labor resource requirements that are listed in the previous sections.

Shifts Overview

You can set up a shift for a resource or for a shop. When you set up a shift for a shop, it defines the operating hours for the shop. When you set up shifts for resources, the shift is listed in the resource's profile next to an assigned shop. When the resource works for the shop identified in their profile, the shift in their profile applies when assigning the resource to a work order task.

You can set up default work days for all resources, along with standard work hours and a standard start time in the Resource Setup - Common Installation Options page. You can modify this information in a resource's profile. The default work days, standard hours per work day, and standard start time are used to display the resource's daily calendar. For example, when you view a resource's calendar, the default work days, standard hours per work day, and standard start time are used to create the daily calendar for the resource, regardless of whether the resource has been assigned a shop and a shift. You select a shift for a shop to establish a relationship between resources and weekly shifts.

When the daily calendar is opened, it displays the time slots as per the installation table such as 8:00 am – 5:00 pm, even if a shift was assigned to a resource. You have the option to view any time slots for a specific day by selecting the start and end time edit boxes.

Schedule Pattern and Periods

To perform crew scheduling of work order tasks, you first must define one or more schedule patterns and assign a pattern to the crew. The crew can have different schedule patterns assigned with different effective dates. The available types of schedule patterns are days, weekly, biweekly, and monthly. Based on the type of schedule pattern, a specified period start date and optionally days in period that you select, the system generates the number of periods desired and marks the current schedule period based on the system date when a period contains the current system date. Once the periods are generated you can enter a date range to display a specific group of periods. You can leave the date range blank and display prior periods. Once the schedule pattern and periods are created, you can associate a schedule pattern with each crew on the Crew Definition page. The schedule pattern and periods that are assigned to each crew are used to assist in determining a crew's capacity to participate in work order tasks. The scheduler adjusts the capacity based on personal knowledge of the crew on each period.

A schedule pattern and its associated schedule periods are set up by setID. The system looks at the current system date to determine the current schedule period. If you generate schedule periods for a schedule pattern using a future date as the Period Start Range Date, the system will not identify the current period on the Schedule Periods page until the actual date rolls around on the system calendar. For example, if the Period Start Range Date is 01/01/2008 using a monthly schedule pattern, and you generate 12 periods, then the system will not mark the period of 01/01/2008 — 01/31/2008 as the current period until the current system date falls within the range of 01/01/2008 and 01/31/2008. The system will roll forward the current period as the system calendar progresses. Based on the previous example, when the system date becomes 02/01/2008, the system will move the current date mark forward to the 02/01/2008 — 02/29/2008 period in the period schedule.

You can make changes to the pattern description, period start date, number of periods, and the number of days in a period until a crew is assigned to the pattern and a crew capacity plan is established, which locks the existing periods. Once the periods are locked, you can add additional periods by entering the number of periods to extend from the last period on the schedule pattern.

Important! It is important to understand that the schedule periods, which are generated on the Schedule Periods page are based on the Period Start Date and the number of periods entered on the on the Schedule Periods page of the component. The current period is determined by the current system date.

See Performing Crew Scheduling.

Shop Setup and Management

You can associate a single shop with only one work order business unit; however, a single work order business unit may have multiple shops within it. You can assign a single shop to only one location; however, the same location may house multiple shops. The data set up in a shop affects and controls many parts of a work order. You must identify a shop when you create a work order. You can specify a shop in the work order business unit, which becomes the default shop value when you create a work order using that business unit. You can override this value in the work order with another shop. You set up six pages of shop details that can affect and control the work order, which include the:

• Shop Information page.

  This is an effective dated page, which means if you indicate that the page is active, that the options you select or enter on this page remain active from that date forward or until you decide to change the effective date and the data on the page. This enables you to track the shop history. You identify a shift that determines the operating hours of the shop. You also indicate whether you intend to use crew scheduling for work orders associated with this shop.

  You can assign ChartField values at the shop level, which override the default ChartFields in the work order that are based on the ChartField distribution template. The shop is the lowest defaulting level for ChartFields. This means that if a work order is created for a specific shop and you set up a ChartField distribution at the shop level, and create a work order using that shop, then the shop's ChartField distribution will override any ChartFields that are first populated by the work order distribution template. Labor, tools, and inventory only have one default distribution row, which means that the distribution values in the shop will override the values in each row. However, PeopleSoft Purchasing may have more than one default distribution row. In this case the ChartField values defined for the shop distribution will override the same fields in each of the PeopleSoft Purchasing distribution rows. For example, if Dept. 1000 is defined at the shop level, then department 1000 will be the default value on all of the PeopleSoft Purchasing distribution rows. In this case, you may have to modify these ChartField values at the work order level.

  The major purpose of this page is to establish default values for the work order at the shop level. Default values typically follow the standard PeopleSoft default hierarchy by looking at the lowest level first, then the shop level, then the work order business unit level. For example, you can select whether you want workflow approval or preapproved to apply to a work order by specifying values as the work order business unit level, the shop level, and the work order type level. Based on this setup, you select Default for work order type CM, and select Workflow Approval for Shop A, and select Pre-Approved for work order business unit US001. When you create a work order using US001, Shop A, and CM, the system will look first at the work order type value of Default and move on to the shop level value of Workflow Approval and apply that value to the work order, which means the work order must go through the approval process. However, if you had selected Default at both the shop level and the work order type level, then the system would have applied Pre-Approved as the condition for approval in the work order.

  • Record Estimates

    You can indicate that you want to be able to record labor, tools usage, and inventory estimates in the work order when you create a work order for a specific shop, or you can select Default at the shop level and apply the your selections in the work order business unit.

  • Schedule Resource

    You can indicate that you want to be able to schedule labor, tools, and inventory resources based on your selections for a specific shop, or select Default at the shop level and apply your selections in the work order business unit to a work order.

  • Inventory Commit/Reservation

    You can set up Inventory commit and reservation rules at the work order business unit level, the shop header level, and on the Type page of the shop. The default hierarchy for the Commit/Reservation rule is shop/type, shop header, work order business unit. For example, if a value exists at the Shop/Type level for a commit and/or reservation rule, then when you create a work order using the combination of a specific business unit, shop, and shop/type, then the values set up for the shop/type are used.

  • Update Resource Calendar

    If a resource completes work ahead of schedule, selecting the Update Calendar option enables you to update the resource's calendar at the work order task level to free the resource to work on other tasks. You can select Default at the shop level and use the value selected at the work order business unit level.

  • Overbooking Resources

    You can select a check box to indicate that a user can manually intervene to overbook resources for a work order created with this shop. If you do not select this check box, the system automatically allows overbooking of all resources for work orders created with this shop.

  • Chargeback

    If chargebacks are allowed, you can indicate that you want PeopleSoft Project Costing to calculate chargebacks at the work order business unit level, the shop level, or the work order type level. You must activate chargebacks on the Activity - Organization page in PeopleSoft Project Costing for the options in the work order business unit, the shop, and the work order type level to apply. If chargeback is set up in PeopleSoft Maintenance Management and PeopleSoft Project Costing, when you create a work order, the system looks for a value for the work order type specified for the work order, if Default is selected, it then looks for a value for the shop specified in the work order and applies that value to the work order. If the shop value is Default, the system looks at the value in work order business unit and uses it.

    See Understanding Integration with PeopleSoft Maintenance Management.

    See Revenue and Cost Sharing.

  • PeopleSoft Project Costing

    You can indicate the PeopleSoft Project Costing rate options for work orders created with this shop or use the options selected in the work order business unit. You can select either a rate plan, which consist of more than one rate set or you can select a specific rate set.

  • Labor Rates

    You can specify the labor cost and bill rates for work orders created with this shop. You can also specify labor rates for each craft on the Craft Rates page of the Shop component. If you specify labor rates at the craft level and you enter the business unit, shop, and craft in the work order, then the craft labor rates serve as the default value in the work order. The system looks at the craft level, then the shop header level, and finally the business unit for the default values.

  • Enable Workflow Approval

    You indicate that you want to enable workflow approval at the business unit level, the shop level, or the work order type level. The system looks first at the work order type level, then at the shop level, and finally at the work order business unit level.

    Note. Refer to the example in the introduction to these options.

• Resources page.

  You can select the schedulers, whom you want to perform scheduling for any work orders created with this shop. You assign them each Scheduler Codes and select one as the primary scheduler. This makes it easy to change schedulers of work order tasks. You just change the scheduler's code in the shop and eliminate having to change the scheduler on every work order task to which they were the scheduler was assigned.

  Once you create a resource, you can access the Manage Profile component and associate the resource with one or more crafts on the Craft page, and assign the employee to one or more shops on the Shop page. This resource is automatically added to the Resources page of the assigned shop. You can access the Manage Profile page directly from the Resources page in the shop for each resource. When you create a work order and schedule a resource, the resource must be associated with the shop used in the work order.

  The Resources page also lists any crews assigned to this shop. You can assign a specific crew to only one shop; however, a shop can have multiple crews assigned to it. You can split the time between a resource, who is assigned to more than one crew.

• Craft Rates page.

  You can set up labor cost and bill rates by craft, which will override any labor rates specified for the shop or the business unit as the default value when you select on of the crafts listed here in the work order task.

• Tool Rates page.

  You can specify tool cost and bill rate for tools used for a work order task at the shop level. This is also where you apply these rates based at the asset subtype level. If you do not specify these rates at the shop level, then the rates defined at the asset subtype level are applied to the work order.

• Service Group page.

  You can identify the types of services a shop can provide through the selection of one or more service groups.

• Type page.

  You can specify combinations of Inventory commit and reservations rules for each work order type within the shop.

• Timesheet Defaults page.

  You set up the Timesheet prefix, which will be used when you stage the timesheet entries in the Work Order Completion component.

Crew Setup

PeopleSoft Maintenance Management enables you to schedule crews for a work order tasks. You indicate on the Shop Information page that you intend to schedule crews for work orders. Before you set up your crews, you set up your shops, because you must associate each crew with a shop. You can select one crew associated with a shop as the primary crew. The selected primary crew will be used to determine the default crew in the work order task. After you create a crew, the crew name displays on the Define Shop - Resources page. Only resources that you identified for a shop can be added to the shop's crew. You must select a schedule pattern for each crew if crew scheduling is performed by the shop. Once a schedule pattern is assigned to a crew and a crew capacity plan is defined, it is locked. However, you can continue to add additional periods to that schedule pattern. Effective dating is applied to the selected crew pattern and the selected resources. If you indicate that a crew is inactive, this removes the crew from the Resources page of its assigned shop. When a resource is added to a crew, the default craft value is the resource's primary craft. You can select another craft from a list of crafts associated with the resource as the primary craft for the resource. You can identify only one resource as the leader of the crew. A crew may have multiple resources and one resource can belong to multiple crews assigned to the same shop or different shops. You enter a capacity percentage to allocate a crew resource to more than one crew. :

You will not receive an error if the total capacity percentage for a resource assigned to more than one crew is less than 100%. You will receive a warning message if the total capacity percentage for a resource assigned to more than one crew is greater than 100%.

Effective dating for each crew enables you to track changes to the schedule pattern, any addition and removal of resources assigned to the crew, and whether a crew is active or inactive as of a specific date. When adding a new effective dated row on the Define Crew page, the system ensures that there is no crew capacity with a period end date that is greater than or equal to the specified effective date. This prevents overlapping crew capacity plans.

Crew Rescheduling Reason Codes

You define as many of these codes as are necessary to establish the reasons why you may be rescheduling a crew. When you reschedule a crew on the Crew Scheduling Workbench, you can select the reason for the rescheduling.

Pages Used to Set Up Shifts Shops, and Crew Information

Setting Up Operating Hours for a Shift

Access the Define Shifts page. (Select Set Up Financials/Supply Chain, Product Related, Maintenance Management, Resources, Define Shifts.)

Shift ID	Enter a shift ID to which you want to assign operating hours.
Resource and Shop	Click the Resource option to indicate that this shift applies to an individual resource, or click the Shop option if this shift applies to a shop.
Active	Select this check box to indicate that is shift is currently active for any shops or resources that you associated with it.
Start and End	Enter the start and ending times for each shift based on the day of the week. You can add additional rows if there a multiple shifts in a day. Note. You can enter more than one row of weekly start and end dates for a shift.

Defining a Schedule Pattern

Access the Schedule Pattern page. (Select Set Up Financials/Supply Chain, Product Related, Maintenance Management, Setup, Schedule Pattern and Periods.)

SetID	Enter a setID to either find an existing Schedule Pattern value or add a new Schedule Pattern value.
Schedule Pattern	Enter a short name for the schedule pattern that you want to set up, such as BIWK.
Description	Enter a long description of the pattern, such as 14 day period.
Pattern Type	Select one of these pattern types: Days Indicates that the crew will be scheduled based on a specific number of days in the period. Weekly The crew will be scheduled on a weekly basis. Biweekly The crew will be scheduled on a biweekly basis. Monthly The crew will be scheduled on a monthly basis.

Defining and Generating Schedule Periods

Access the Schedule Periods page. (Select the Schedule Periods tab in the Schedule Pattern component.)

Period Range Start Date and To	Select the start date of the period range for which you want to generate schedule periods. The system generates the To date (period end date) based on the schedule pattern you selected and the number of periods you that you indicate you want to add.
Number of Periods to Add	Enter the number of periods you want to generate. Based on the Biweekly pattern, for example, you can enter 10 periods. When you click the Generate Schedule Periods button, the system lists 10 biweekly periods.
Generate Schedule Periods	Click this button and the system generates the number of periods that you entered and enters the final date of the period in the To field of the date period range.
Periods in Date Range or Prior	Select the from date and the to date and select the Go button to display periods within the date range. When the from date is left blank, the system returns all periods starting on or prior to the to date. When the to date is left blank, the system returns all periods starting on or after the from date. When both fields are left blank, the system returns all existing periods in this pattern. After the periods display, you can click the Back to Current/Future Periods button to redisplay the current and future periods in your original date range.
Current Period	A green dot indicates the current schedule period based on the current system date that falls within a generated period. If none of the periods fits this criteria, a current period indicator will not appear on the page.

Defining Shop Information

Access the Shop Information page. (Select Set Up Financials/Supply Chain, Product Related, Maintenance Management, Resources, Define Shop, click the Shop Information tab.)

Shop	Enter a shop ID on the Add a New Value page. Note. A specific shop can be assigned to only one business unit; however, a business unit may be associated with many different shops.
Effective Date and Status	Enter an effective date for the data in this Shop Information group box and indicate whether it is Active or Inactive. These are required fields. Note. You can maintain a history of changes in shop information data for this shop by one or more pages of values and changing the effective dates and statuses for the information entered on each page.
Location	Select the location of this shop. This is a required field.
Manager ID	Select the employee ID of the manager that you want to assign to this shop. The shop manager must be created as a resource in Maintenance Management.
Operating Hours	Select a shift value that contains the appropriate operating hours for this shop. This is a required field. Note. Click the Operating Hours link to view the operating hours for the selected shift.
Define Shop Operating Hours	Click this link to access the Define Shifts page to set up a new shift for this shop.
Define Distribution Setup	Click this link to access the Distribution Defaulting Setup for Shop page, to set up ChartField distributions to use to distribute and track costs for this shop. These default values display in the work order task when assigning and scheduling resources associated with this shop. Note. ChartFields defined at the shop level supplement the defaulting values entered in the Distribution templates. See Setting Up a Distribution Template.
Standard Hours/Day	Enter the standard hours that this shop is open each day. This is used to calculate the adjusted crew capacity in days.
Schedule Crew	Select this check box if your organization intends to schedule crews defined within this shop.

Record Estimates

This group box determines whether you want to record estimates based on labor, tools usage, and inventory requirements specified in the work order task based on the default values in the work order business unit or the values you select here in the shop. Select Default to indicate that you want to use the default options selected in the business unit to apply to this shop, or select Specify if you want to specify the options listed in this group box to apply when this shop is used to create a work order and then select the labor, tools usage, and inventory requirement estimates that you want to record.

See Understanding Work Order Business Unit Setup.

Schedule Resource

This group box determines whether you want to schedule labor, tools, and inventory resources for work order tasks based on the specifications at the work order business unit level or values that you select here in the shop. Select Default to indicate that you want to use the default options selected in the business unit to apply to this shop, or select Specify if you want to enable users to schedule labor, tools, and inventory in any work orders created for this shop.

Inventory Commit/Reservation

To commit and reserve parts in PeopleSoft Inventory, you can select a combination of Inventory commit and reservation rules at either the work order business unit level or here at the shop level. Select Default to use the commit and reservation rule combination that you set up at the work order business unit level or select Specify to select a commit and/or reservation rule combination to apply when this shop is used to create a work order. You can also set these rules up for one or more work order types defined within the shop on the Type page.

See Understanding Work Order Business Unit Setup.

Update Resource Calendar

Select Default to indicate that you want to use the Update Resource Calendar default value in the work order business unit, or select Specify and either select the Update Calendar check box or deselect it for this shop. If selected and a resource completes the work ahead of schedule, this option allows the resource's schedule to be freed up for new work assignments. This setting applies to both labor and tools for schedule update.

Overbooking Resources

Chargeback

Select Default to indicate that you want to use the Generate Chargebacks default options set up in the work order business unit for this shop. Select Specify and either select the Generate Chargebacks check box or deselect it depending on what you want to do for work orders created using this shop. Selecting this field enables users to charge the costs generated for any work orders associated with this shop back to another organization within the enterprise.

See Revenue and Cost Sharing.

PC Template (Project Costing Template)

Select Default to indicate that you want to use the PeopleSoft Project Costing default rate set setting in the work order business unit for this shop. Select Specify and select the PeopleSoft Project Costing default rate plan, which contains more than one rate set, or rate set along with the accompanying rate that you want to use when you create a work order using this shop. This value is a Rate template defined in PeopleSoft Project Costing that can be used as a default value for chargebacks.

Labor Rates

Select Default to use the hourly cost rate and billing rate that are set up in the work order business unit for this shop. Select Specify and enter the hourly cost rate and billing rate that you want to apply to the work order task for a work order created with this shop.

Important! The labor cost and bill rates specified on the Shop Information page are independent of the resource. For example, if work order Task 1 requires an electrician and the work order is created for SHOP1, then the labor rate for the electrician for SHOP1 is derived first from the shop's craft rate. If the electrician's rate is found in the SHOP1 craft rates record, then that rate is applied to the work order task. If the labor and bill rates are not specified for a craft and they are specified for a specific shop, then the system applies the shop rates for the work orders created with this shop. Otherwise, the system gets the rates from the labor cost and bill rates specified in the work order business unit.

Enable Workflow Approval

Select Default to apply the workflow approval settings in the work order business unit or work order type (depending on the default hierarchy selected in the work order business unit) to this shop. Select Specify and indicate whether work orders created for this shop are preapproved or require workflow approval.

See Also

Understanding Work Order Business Unit Setup

Understanding the Work Order Approval Workflow Architecture

Defining and Maintaining Resources for a Shop

Access the Define Shop - Resources page. (Set Up Financials/Supply Chain, Product Related, Maintenance Management, Resources, Define Shop, click the Resources tab.)

Effective Date and Status	Select an effective date and status for the setup of the schedulers in this grid. You can create more than one grid with different effective dates and statuses and keep a history of these changes.
Scheduler Code	Enter a user-defined code to represent the scheduler assigned to this shop. The code that you enter here is unique to the scheduler in this shop and displays in the work order instead of the scheduler's employee ID. If the employee, who is assigned as a scheduler for this shop is no longer available, then you just have to change the employee ID of the scheduler in the shop, instead of changing it in every work order.
Employee ID	Select the employee ID to identify this scheduler, which results in the display of the scheduler's name and shift ID.
Primary	Select this check box to indicate that one of the schedulers listed is the primary scheduler. Note. You can assign more than one scheduler to a shop; however, you can identify only one scheduler as the primary scheduler.

Current Shop Resources

You associate a resource with a shop in the resource's profile using Manage Profiles. Each resource that you assign to a shop automatically displays on this page. This page only displays currently active resources. If you assign a crew to a shop, each resource that comprises the crew must appear in this Resources grid. You can click the Update link to access the resource's profile from this page.

Current Crew List

When you set up a crew, you must associate it with a shop, which is automatically added to this crew list. This page only displays currently active crews for the shop. You can only identify one of the crews as the Primary Crew. The primary crew displays as the default crew in the work order task. You can click the Crew link to view the setup of the crew.

Defining and Maintaining Craft Rates for a Shop

Access the Define Shop - Craft Rates page. (Set Up Financials/Supply Chain, Product Related, Maintenance Management, Resources, Define Shop, select the Craft Rates tab.)

Set up one or more crafts and their associated hourly cost and hourly bill rates to use for chargeback calculations for this shop.

You can specify a labor cost and bill rate at the work order business unit level to display as default values for work order task labor resources. You can override these business unit rates on the Shop Definition page. When a work order is created for the shop, the default values from work order task labor cost and bill rates in the shop are derived from the work order business unit unless you specified the shop labor rates at the shop level or cost and bill rates for a specific craft at the shop level. If you specify the rates here at the craft level, then the system applies these rates to the work order task. The labor cost and bill rates specified on the Shop Information page are independent of an individual resource. For example, if a work order task #1 requires an electrician and SHOP1 is associated with the work order, then the labor rates for an electrician assigned to SHOP1 is derived first from the labor rates set up for a craft in the shop's Craft Rates page. If a rate is set up for an electrician rate in the Craft Rates page, then the work order task uses this rate. If the rate is not set up for the craft in the shop, the system derives the rate if the labor cost and bill rates are set up in the shop, or, if not, it derives rates specified in the business unit.

The currency code for both the shop and tool rates is always the base currency specified in the work order business unit and cannot be modified.

Defining and Maintaining Tool Rates for a Shop

Access the Define Shop - Tool Rates page. (Set Up Financials/Supply Chain, Product Related, Maintenance Management, Resources, Define Shop, select the Tool Rates tab.

Add and describe the asset types and asset subtypes that this shop uses as tools and their associated cost rate and bill rates. You can define tool cost and bill rates at the shop level and the asset subtype level. If you do not define tool rates at the shop level, the system uses the rates defined at the asset subtype level. If the rates from the asset subtype level are in a different currency, the rates are converted to the base currency specified in the work order business unit.

Setting Up Service Groups for a Shop

Access the Service Group page. (Set Up Financials/Supply Chain, Product Related, Maintenance Management, Resources, Define Shop, select the Service Groups tab.)

You must select at least one service group for a shop. You can add more service groups if desired. Some shops can provide multiple services. For example, a shop may be able to handle fleet and plant equipment, but not IT support. When you select a service group for a work order, then you can only select a shop for the work order from the shops that have the selected service group set up in their Service Groups page.

Defining Inventory Commit and Reservation Rules for Work Order Types

Access the Type page. (Select Set Up Financials/Supply Chain, Product Related, Maintenance Management, Resources, Define Shop, select the Type tab.)

Work Order Type

Select a user-defined work order type in which to apply commit and reservation rules. The work order type values delivered in the system data include: Capital Work Order Corrective Maintenance Preventive Maintenance See Creating Work Order Types.

Inventory Commit/Reservation

Select a value of Default or Specify. When you select Default, any work order created with this shop and work order type applies the commit and reservation rules to the work order task based on commit and reservation rule setup selections on the Shop Information page or on the Integrations page of the work order business unit. When you select Default, the system displays the values that were specified in one of these two pages. When you select Specify, any work order created with this shop and work order type applies the commit and/or reservation rules that you specify on this page to the work order task. See Work Order Business Unit Integration Options.

Setting Up Timesheet Defaults for a Shop

Access the Timesheet Default page. (Select Set Up Financials/Supply Chain, Product Related, Maintenance Management, Resources, Define Shop, select the Timesheet Default tab.)

Timesheet Prefix	Enter the prefix associated with the last timesheet generated. This prefix is used when the timesheet entries are sent from the Work Order Completion component to the Staging Tables for Project Costing. For example, if the prefix used for your timesheets is ABC and the last time sheet ID is 1234, then the next timesheet ID generated from the Work Order Completion component will be ABC1235.
Last Timesheet ID	Enter the number of the last timesheet entered for this shop

Setting Up a Crew

Access the Define Crew page. (Select Set Up Financials/Supply Chain, Product Related, Maintenance Management, Resources, Define Crew.)

Shop	Select the shop to which you want to assign this crew on the Add a New Value page. Note. A single crew can be assigned to only one shop; however, a shop may have many different crews assigned to it.
Crew Name	Enter a crew name on the Add a New Value page. Note. Each individual crew can be associated with only one business unit; however, a business unit may be associated with many different crews.
Primary Crew	Select this check box to indicate that this is the primary crew for the shop. You can assign multiple crews to a shop, but you can only identify one of those crews as the primary crew. The primary crew serves as the default crew in the work order task.
Effective Date and Status	Enter an effective date and status. You can track the changes in these crews based on changes in effective date and status. You can create more than one page with different effective dates and statuses. To create a crew capacity plan, the crew must have a current effective date that corresponds with the available schedule periods.
Schedule Pattern	Select the schedule pattern to associate with this crew.

Crew Resources

Add each resource that you want to assign to the crew in the Crew Resources grid. You must set up each resource that you assign to a shop's crew in the Resources page of the Shop component.

Setting Up Crew Rescheduling Reason Codes

Access the Crew Rescheduling Reason Code page. (Select Set Up Financials and Supply Chain, Product Related, Maintenance Management, Setup, Crew Rescheduling Reason Codes.)

SetID	Enter or select the setID that you want to use with these reason codes on the Add a New Value tab.
Reason Code	Create reason code of 10 characters or less that briefly describes the reason for the crew rescheduling.
Description and Short Description	Enter a long description that provides a more thorough description of the code, and enter a short description.

Maintaining Resources in PeopleSoft Maintenance Management

To set up resource groups, resource craft assignments, and resource eligibility status, use the:

• Set Up Resource Group (RS_RESOURCE_GROUPS) component.

• Assign Resources to Craft (RS_CFT_ASSGN) component.

• Maintain Resource Eligibility (RS_WRKR_MGMT) component.

This section provides an overview of resource maintenance and discusses how to:

• Set up resource groups.

• Assign resources to crafts.

• Maintain resource eligibility.

• Add or change resources' eligibility.

• Maintain resources' profile.

• Maintain a resource's work experience.

• Maintain resources' qualifications.

• Maintain general information for resources.

• Review resource profiles.

• Maintain craft assignments for resources.

• Maintain shop assignments for resources.

• Manage a resource's monthly schedules.

• Review a resource's daily schedules.

• Add or modify task details for resources.

Understanding Resource Maintenance in PeopleSoft Maintenance Management

This section discusses:

• Resource groups.

• Resource craft assignments.

• Resource eligibility status changes.

• Resource profile maintenance.

Resource Groups

Resource groups are collections of resources defined by supervisor ID or shop ID in PeopleSoft Maintenance Management. You can select one or more supervisors or one or more shops to include in a resource group. The pool of resources reporting to any of a resource group's selected supervisors or assigned to any of the resource group's selected shops are included in the appropriate resource group. When you schedule a work order task, you can select one or more rows in the labor schedule, select a resource group, and then click the Recommend Labor button to run the Match Engine to recommend a list of resources in the resource group that match the work order task requirements. If you do not select a resource group to limit your search, the system searches through all of the resources set up in PeopleSoft Maintenance Management.

When you create a resource group based on one or more shops and select a Resource Group and the Recommend Tools button in the Tool Schedules grid for a work order task, the Match Engine considers only the tools assigned to the shop. If you do not select a resource group, the Match Engine searches through all of the assets identified as tools in the asset repository that fall under a specified asset classification.

Resource Craft Assignments

You can assign multiple resources to a craft. You can search for the resources that you want to assign to the craft by identifying one or more supervisors and searching for all resources associated with the selected supervisors. When you click the Click to populate resources button, the resources associated with the selected supervisors are listed. You can then delete the resources that you do not want to assign to the craft. Once you assign a resource to a craft, the craft is listed for the resource in the resource's profile (Manage Profiles). When you add a craft in the Craft page and save the page, you can indicate whether you want to copy accomplishments and competencies for this craft from the craft's qualification profile for nonHCM employees. Competencies and accomplishments are already added in PeopleSoft HCM for employees who are set up in the PeopleSoft HCM database.

Resource Eligibility Status Changes

You can change the eligibility of a resource from active to inactive and vice versa. You can also add rows to indicate future eligibility effective dates for a resource. If you change a resource to ineligible at a future date, this does not prevent you from scheduling the resource before the effective date for an assignment that begins or continues after the effective date. However, you can no longer assign the resource on or after the date that the resource becomes ineligible and the resource is not included in Resource Matching. You can continue to access and update the ineligible resource's profile.

A user cannot change the status of a Maintenance Management resource to ineligible during a time period when work order assignments exist for the resource in Maintenance Management.

For example, resource A is assigned to a Maintenance Management work order task from July 1 to July 31. If a user accesses the Maintenance Management Maintain Resource Eligibility component and attempts to make the resource ineligible for assignment from July 10 to August 10. The system will prevent the user from changing the eligibility status of the resource and issues the following error message, "This resource cannot be made ineligible during this time frame. There are one or more active assignments scheduled during the dates specified for the resource's ineligibility period. Please edit these assignments before setting the resource to ineligible."

Important! The assignments for a resource, if you are using the PeopleSoft HRMS employee source database, are automatically canceled when an employee's status changes in PeopleSoft HRMS from active to any other status.

Resource Profile Maintenance

The resource profile is a dynamic record designed for periodic review and update by the resource and the resource's managers to reflect changes in the resources qualifications. You view or modify various parts of a resource's profile when you establish and maintain the resource.

You can add crafts to a resource's profile in the Manage Profile - Craft page. You add a craft to an employee, who is not set up in the PeopleSoft HCM database, you can copy the qualification profile associated with the craft to the nonHCM employee. PeopleSoft HCM employee qualifications are updated in the PeopleSoft HCM system.

When you assign a resource to more than one shop with overlapping shifts on the PeopleSoft Maintenance Management, Labor Administration, Manage Profiles page, you will receive the following message:

Warning — Business Unit US001, Shop ID SHOP A, Shift L1 overlaps with the previous shift (US001, SHOP B, L1) for 2006- 08 - 09

You are about to assign a resource to work on two different shifts that overlap one another.

Since this is a warning message, you can select OK and proceed with the assignment.

For example, a painter, Jerome Kern, is assigned to Business Unit US001 and Shop A. The painter's assigned shift is L1 (8 a.m. to 4 p.m) Monday to Friday. However, the organization needs Jerome Kern to perform work in any one of 5 Maintenance Shops (SHOP A, SHOP B, L-SHOP1, L-SHOP2, L-SHOP3) during the 8 a.m. – 4 p.m time period. To solve this problem, you can select the Labor Administration, Manage Profiles component, select Jerome Kern, and select the Shop tab and add the following rows:

When you click the Save button, the following message appears:

If you enter all the rows at once and Save the page, the system compares two rows at a time to each other. For example, SHOP A/L1 is compared to SHOP B/L1, then SHOP A/L1 is compared to SHOP-L1/L1, then SHOP A/L1 is compared to SHOP-L2/L1 and so on. You must click the OK button for each comparison before you can return to the menu. You may have to click the OK button several times if there are multiple shops. Manage: Profiles – Shop page

Pages Used to Maintain Resources

Setting Up Resource Groups

Access the Resource Group Definition - Resource Group Details page by clicking the Add button or Edit link on the Maintenance Management, Labor Administration, Setup Resource Group, Resource Group Definition page.

Resource Group ID	Enter a unique group identifier (15 characters). This is a required field.
Select by Supervisor ID	Select this option to indicate that you want to set up the resource group based on resources identified as working for the specified supervisor. Important! You must enter a supervisor on the Update Employee Data - Employee Job page for all resources before you can use resource groups that are based on a supervisor ID.
Search By	Search for supervisors by using the supervisor's employee ID, or first or last name. Use the Search By drop-down list box to select a search method and then enter the search text in the next box. Click the Search button to find the supervisors that meet your criteria. Select one of these values from the drop-down list box: Employee ID. Last Name. First Name. Note. To search using characters within an employee name or ID, enter a wildcard (%), then enter any contiguous characters, and then enter another wildcard (%).
Select by Shop	Search for a shop by using the shop ID, shop description, location, or work order business unit. Use the Search drop-down list box to select a search method and then enter the search text in the next box. Click the Search button to find the shops that meet your criteria. Select one of these values from the drop-down list box: Shop ID. Shop Description. Location. Work Order BU (work order business unit). Click the Search button to display the specific shop or one or more shops based on your search criteria. Then select the check box next to the shop (or shops) that you want to include in the resource group. All of the resources and tools assigned to each shop are part of the resource group and are used by the matching engine to narrow your search for either labor resources or tools needed when you assign resources to a work order task in a work order.

Assigning Resources to a Craft

Access the Assign Resources to Craft page. (Select Maintenance Management, Labor Administration, Assign Resources to Craft.)

Search By	Select either: Employee ID Selecting this value displays a field to the right in which you can enter an employee ID of a supervisor. First Name Selecting this value displays a field to the right in which you can enter the first name of a supervisor. Last Name Selecting this value displays a field to the right in which you can enter the last name of a supervisor. Note. If you leave these fields blank and click the Search button, a list of supervisor's names displays.
Search	Click this button to display the supervisor's name and ID. If you did not enter the name or identification of a supervisor, a list of supervisors displays in the Search Results group box. Select the check boxes next to the name or names of the supervisors who are in charge of resources you want to assign to this craft.
Select	Click this button to list the selected supervisors in the Selected Supervisors grid.
Populate Resources	Click this button to list the resources associated with the selected supervisors. The resources are listed by employee ID and a name in the Resources group box. You can delete resources that you do not want to assign to this craft. You can also add individual resources that you want to assign to this craft.
Save	Click this button to assign resources to the craft and update each resource's profile with this craft.

Maintaining Resource Eligibility

Access the Maintain Eligibility page. (Select Maintenance Management, Labor Administration, Maintain Resource Eligibility, Maintain Eligibility.)

Prior to entering this page, you must search for and select an employee on the Maintain Eligibility - Resource Search page.

Adding or Changing Resources' Eligibility

Access the Resource Eligibility Management page. (Select Maintenance Management, Labor Administration, Maintain Resource Eligibility and click the Change or Add Eligibility button on the Maintain Eligibility page.)

Effective Date	Select the date in which you want this employee to become eligible.
Resource eligible to be staffed?	Select this check box if this resource is eligible to be assigned to a work order or work order task.
Add Future Eligibility	Click this button to add another row to the Future Resource Eligibility grid. You can add several rows with different dates to indicate when the resource will be eligible for assignment in the future.

Maintaining Resources' Profiles

Access the Manage Profiles - Overview page for a selected resource. (Select Maintenance Management, Labor Administration, Manage Profiles and click the Overview tab.)

Objective Overview

Enter or modify this resource's work objectives and background. You can reference skills, preferences, and strengths if you want. However, you can add or modify this information later in the profile.

Areas of Specialty

If you created a competency tree, it should appear in the Additional Resource Information group box. Click a competency in the competency tree and it adds it as a row in the Specialties group box.

Note. Data that is captured in this page is for information only and is not used by the Resource Matching process.

Maintaining a Resource's Work Experience

Access the Work Experience page. (Select Maintenance Management, Labor Administration, Manage Profiles and select the Work Experience tab.)

Work Experience

You can edit or delete a resource's work experience.

Resume Attachment

Add, view, and delete resumes in this group box. You must select one resume as the default resume for this resource.

Note. Be sure to save the page.

Maintaining Resources' Qualifications

Access the Qualifications page. (Select Maintenance Management, Labor Administration, Manage Profiles and click the Qualifications tab.)

Competencies and Interests

Education

Licenses and Certificates

Languages

Professional Memberships

Honors and Awards

Test Results

Note. You can click the Notify button on each of the pages defined above to notify interested parties about this change if you select the Email Notification to Manager check box in Setup Financials/Supply Chain, Common Definitions, Resources Data, Resource Setup, Common Installation Options page.

Maintaining General Information for Resources

Access the General Info page. (Select Maintenance Management, Labor Administration, Manage Profiles and click the General Info tab.)

You can update some fields in this page. However, to update most of the fields, you must access the employee source database, either HRMS or PeopleSoft Maintenance Management's Manage Employee Data, and make the changes.

Phone

Job Information

This information comes from the employee data.

Passports and Visas

This information comes from the employee data.

Weekly Work Days

Select the work days that apply to this resource. The values that you select here override Default Work Days values set up in the Set Up Financials/Supply Chain, Common Definitions, Resources Data, Resource Setup, Common Installation Options page.

Other

Reviewing Resource Profiles

Access the Resource Profile page. (Select Maintenance Management, Labor Administration, Manage Profiles and click the Resource Profile tab.)

This page consolidates the resource profile sections into a single, display-only format. A region appears on this page if it contains data for the resource.

Maintaining Craft Assignments for Resources

Access the Craft page. (Select Maintenance Management, Labor Administration, Manage Profiles and click the Craft tab.)

Craft

Select a craft to apply to this resource. When you add a craft for a nonHCM employee and select the Save button, a page displays where you can elect to copy all the competencies and accomplishments associated to the qualification profile of the craft to this resource's profile. Competencies and accomplishments for employees listed in the PeopleSoft HCM database are updated in PeopleSoft HCM. Note. Rows of crafts to which this resource is assigned are listed on this page.

Primary Craft

Select this check box if this is the primary craft for this resource. When you define a crew, and select this resource, this is the craft that is associated with the resource. Note. If you leave this check box blank, the system uses the first craft in the list as the resource's primary craft in the crew definition.

Note. You can add multiple rows of crafts; however, select the Primary Craft check box for only one craft.

Maintaining Shop Assignments for Resources

Access the Shop page. (Select Maintenance Management, Labor Administration, Manage Profiles and click the Shop tab.)

Effective Date	Select the date from which the resources shop affiliation is either active or inactive.
Status as of Effective Date	Select if the resource's affiliation with this list of shops is Active or Inactive as of the selected effective date.
WO Business Unit (work order business unit)	Select the work order business unit associated with this shop.
Shop	Select a shop set up with the selected business unit.
Shift ID	Select a shift to apply to this resource when working from this shop.

Note. You can add multiple rows of shops based on an effective date and status. You can also add multiple rows of effective dates and associated shops to track the shop history and to change the shops based on a different effective date.

Managing a Resource's Monthly Schedule

Access the Monthly Schedule page. (Select Managing a Resource's Monthly Schedule.)

Review the assignments and scheduled days off for this resource. If a resource is assigned to work order task assignment, a link with the description of WO ID/ WO Task ID/ Task Description appears. Click this link to access either the Technician Workbench or the Work Order Component depending on how you set up Set Up Financials/Supply Chain, Common Definitions, User Preferences, PeopleSoft Maintenance Management page. If you click a work order task link on this page, the Schedules page in the Work Order component displays for the specific task.

Note. Click one of the date links in the month to access the Daily Schedule page.

Important! The Asset Monthly Schedule page works the same way as the Resource Monthly Schedule page. However, the Asset Monthly Schedule page does not have an Update Employee's Holidays button.

Reviewing a Resource's Daily Schedule

Access the Daily Schedule page. (Click a date that has assignments on a the Monthly Schedule page.)

Review the selected daily schedule for this resource. Click an hour or click a task to add or modify task details. When a resource is assigned to a work order task, a hyperlink displays with the description, which includes the time range/work order business unit/ work order ID/ work order task ID/ task description. If you click this link either the Technician Workbench or the Work Order component displays depending your setup in Set Up Financials/Supply Chain, Common Definitions, User Preferences, PeopleSoft Maintenance Management page.

Important! You access the Daily Schedule page by clicking on a date that has assignments. If a schedule does not have assignments, when you click on the date, the Task Details page displays.

Adding or Modifying Task Details for Resources

Access the Task Details page. (Click an hour link on the Daily Schedule page.)

Start Date and Start Time	Enter a different date and time, if desired. Note. The date and time are based on the date and time link that you clicked on the Daily Schedule page.
Task Duration	Enter the total time for this resource to perform this task.
Category	Select the task category that applies to this period of time. See Setting Up Task Categories.
Work Order Business Unit, Work Order Number, and Work Order Task	Select these values to identify downtime on the calendar for the asset being repaired or maintained in a work order task. This is a manual process.

Important! The Asset Task Details page contains the same fields as the Resource Daily Schedule page.

Occurrence Information