Performing Crew Scheduling

This chapter presents an overview of crew scheduling and discusses how to:

• Perform crew capacity planning.

• Schedule crews.

• Use the Labor Assignment Workbench.

• Use crew schedule metrics.

• Review crew rescheduling history.

Understanding Crew Scheduling

This section discusses:

• Crew scheduling.

• Crew scheduling setup requirements.

• The crew scheduling process.

Crew Scheduling

Many maintenance organizations and organizations that perform large capital projects prefer to schedule crews for work orders in specific periods rather than to schedule individual labor resources. Schedulers must be able to determine the availability and capacity of a crew to appropriately allocate its resources to specific work order tasks. After scheduling crews to work orders, organizations need to measure and analyze statistics about each crew's compliance with the schedule in order to plan realistically for future periods.

To perform the overall crew scheduling process, users:

• Set up for crew scheduling.

• Plan crew capacity.

• Schedule crews and distribute reports.

• Assign crew and individual technicians to work orders.

• Capture schedule compliance statistics.

Crew Scheduling Setup Requirements

Before you can schedule a crew, you must set up:

• User preferences

  Select options on the Maintenance Management page to enable specific users to perform activities related to crew scheduling.

  See Defining PeopleSoft Maintenance Management User Preferences.

• Employee and labor resources

  All resources, including crew members, identified in a shop must be set up as a resource in PeopleSoft Maintenance Management. Users must follow all the setup requirements for employees, including setting up a resource schedule for each resource.

  See Setting Up Labor and Tools Resources

  Important! Be sure to run the Set Up Financials/Supply Chain, Common Definitions, Resource Search, Cache Administration process to ensure that any new resources are made available for scheduling.

  See Resource Cache Administration.

• Crafts

  You must set up crafts before you set up crews. Crew members are set up based on their primary craft, and they are scheduled by craft.

  See Defining Crafts.

• Shifts

  You must set up shifts and assign a shift to each resource who is assigned to a crew.

• Schedule patterns and periods

  Crews are normally scheduled for specific time periods, which are created based on a pattern of time, such as daily, weekly, biweekly, and monthly. To plan crew capacity for a specific period, you must identify a schedule pattern, such as weekly, generate a series of schedule periods based on a period start date, and assign a schedule pattern and period to the crew.

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

• Shops

  Each crew belongs to only one shop. Each crew member is identified as a resource in the shop. You must identify a shop when you set up a crew, which means that you must set up your shops before you set up your crews. When you assign a crew to a shop, the crew is updated in the shop.

• Crews

  You set up a crew for a specific business unit and shop, and associate it with a schedule pattern. You also identify the crew members and the percentage of time each can work on this crew.

• Crew rescheduling reason codes

  When you reschedule a crew, you need to identify the reason for the rescheduling.

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

Crew Scheduling Process

The crew scheduling process includes:

• Setting up crew data.

• Creating work orders and work order task requirements.

• Creating a crew capacity plan.

• Using the Crew Scheduling Workbench to schedule crews and update the schedule metrics. Crews are scheduled to work order task labor requirement lines based on the crew capacity plan.

• Using the Labor Assignment Workbench to assign crew members and individual technicians to the work order task labor schedule lines.

• Reviewing and analyzing the crew schedule metrics, reports, and the rescheduling history.

• Reporting time for each labor resource and for the crew.

Creating Work Orders and Work Order Task Requirements

Use one of these methods to create work orders and work order requirements that use crews:

• Create a work order using the Work Order component.

  When you create a work order, if crew scheduling is enabled for the shop associated with the work order, then the primary crew of the shop appears as the default preferred crew on the work order task. Alternatively, if you selected an asset that has a shop and crew associated with it, this crew is provided by default as the preferred crew.

• Set up a Preventive Maintenance (PM) schedule and use the Preventive Maintenance process to generate work orders that use crews.

Regardless of the method by which the work order is created, you must access the Work Order component to define the task requirements for the work orders to which you intend to schedule a crew. If you selected the Schedule Crew check box on the Shop Information page and associated a crew with the shop, then the system assigns the shop's primary crew, which is defined as the default preferred crew on the work order task. You can override this crew with another crew and override the shop for the task, if necessary. If the asset identified on the work order task has its own preferred crew specified in the asset definition, then the system assigns this crew (not the shop's primary crew) to the work order task by default. However, the crew associated with the asset must belong to the shop associated with the work order for this override to occur.

The Labor Requirements grid has a Crew Assignments tab and a Crew Timetable tab. You add the requirement rows based on each craft for each task in the work order. The craft, quantity, and hours that you enter as requirement rows appear on the Crew Assignment and Crew Timetable tabs. The system does not update remaining fields on these grids; instead, you schedule the crews on the Crew Scheduling Workbench. When you access the Crew Scheduling Workbench and search for the labor requirement rows associated with the crew specified in the work order, these rows are listed in the Crew Scheduling Workbench for that crew.

Crew Capacity Plan

You create a crew capacity plan to determine the total capacity of a crew and the capacity of each craft associated with the crew along with the potential cost and revenue amounts that will be generated by the craft for a future scheduled period.

Initially, the crew capacity plan displays the total base capacity and adjusted capacity values for the entire crew and the base capacity and adjusted capacity for each craft defined for the crew. The system derives the base capacity from the shift associated with the crew members, and it derives the adjusted capacity from the calendar of the crew members stored in the resource availability cache. The crew supervisor updates the adjusted capacity figures based on information that the crew members provide as to why they will not be available for as many hours as their shift suggests. This information provides the scheduler with an accurate baseline capacity to use when scheduling the next period using the Crew Scheduling Workbench. The crew capacity plan is the foundation for calculating the values that appear in the capacity grid on the Crew Scheduling Workbench. When you create a crew capacity plan for a period, this capacity information appears in the Crew Scheduling Workbench for that period, with additional fields that are updated based on the creation of crew schedules.

See Perform Crew Capacity Planning

Important! We recommend running the cache administration process once a day and every time you add new resources or change resource shifts.

See Understanding Crew Capacity Planning.

Crew Scheduling Workbench

The Crew Scheduling Workbench enables a scheduler to avoid the burden of scheduling each individual technician by scheduling entire crews based on their availability by craft to work on tasks in specific periods. Scheduling crews in this way also establishes the schedule metrics by crew and craft, which can be used for future completion analysis. After completing the crew scheduling for a period, the craft supervisor can access the Labor Assignment Workbench to assign crew members, as well as non-crew members, to the scheduled work order tasks.

The Crew Schedule Workbench enables you to:

• Display a crew's capacity plan by craft.

• Schedule crews to multiple work orders for a period.

• Search for unscheduled work.

• Search for and schedule crew carryover work.

• Access preventive maintenance projections.

• Access labor, inventory, purchase/on-hand, and tool resources defined for work orders to determine the resources that are defined for each work order task.

• Cancel and reschedule work.

• Enter reason codes and descriptions of rescheduled work.

• Freeze (confirm) the schedule and save any updates applicable to the crew schedule metrics.

See Crew Scheduling Process.

Labor Assignment Workbench

Once you schedule a crew to work order tasks for a specific period on the Crew Scheduling Workbench and you create the labor schedules in the work order, you can use the Labor Assignment Workbench to assign each crew member to the scheduled tasks. When you search for work order tasks for a specific crew and period in the Labor Assignment Workbench, the system displays all of the labor schedule rows that were scheduled to the crew for the period in the Crew Scheduling Workbench. You can also display and assign non-crew scheduled labor schedule rows in the Labor Assignment Workbench and make labor assignments.

When you access the Labor Assignment Workbench, a resource availability grid displays the availability and load of each crew member for each day of the schedule period. If labor schedule rows exist for this crew, they display below the Availability grid. When you assign employees to the labor schedule rows or change the schedule dates or hours in the rows, the Availability grid is automatically updated. When you save the Labor Assignment Workbench page, the system updates the labor schedule rows in the work orders and updates the resource calendar with the new assignments.

Use the Labor Assignment Workbench to:

• Assign individual crew resources to the crew scheduled tasks.

• Assign individual non-crew resources to scheduled work order tasks.

• Review the available hours of individual resources.

• Reschedule work to a different resource, regardless of the resource's primary craft.

• Search, select, and display work order labor schedules by period.

• Cancel resource assignments.

• Search for labor resources and display their capacity, load, and tasks assigned each day.

See make following information a See cross-reference

See Understanding the Labor Assignment Workbench.

Crew Schedule Metrics and Reports

Crew schedule metrics are generated based on activities performed in the Crew Scheduling Workbench. Schedulers can use these values to determine how well the crews complied with the schedule for the scheduling period. These metrics assist the scheduler in determining a more accurate target load percentage, which is the target value used to reduce the expected availability of the crew to allow for unscheduled events for future periods.

Schedulers can update the adjusted completed schedule hours and the adjusted completed hours within the Crew Schedule Metrics component. They can also view graphic representations of the overall schedule completion data and the schedule completion by craft data.

In addition to the crew schedule metrics, you can also obtain the Schedule Completion report, which describes how well the crews comply with the schedule for the period. This report enables you to determine:

• Unscheduled and emergency work that was completed within a period.

• Completed scheduled work.

• Scheduled work that was not completed and becomes carryover work.

These Crew Schedule reports are also available:

• Crew Capacity report

  This report describes the crew's base capacity, adjusted capacity, target load percentage, and schedule compliance percentage by lead craft for a specified schedule period.

• Schedule and Assignment report

  This report describes the workload by craft within each crew and, when you select the Include Detail option, it provides information about the employees assigned to each task.

• Crew Unscheduled Work report

  This report lists all of the work order tasks that are currently not scheduled by crew.

• Crew Carryover Work report

  This report describes the work order tasks that were crew scheduled in a previous period but are not yet completed. These tasks must be rescheduled by carrying the hours over to the next period.

See Using Crew Schedule Metrics.

See PeopleSoft Maintenance Management Reports.

Performing Crew Capacity Planning

This section presents an overview of crew capacity planning and discusses how to:

• Plan crew capacity.

• Create a crew capacity chart.

Understanding Crew Capacity Planning

PeopleSoft Maintenance Management enables craft supervisors to plan crew capacity for a future scheduling period. They select a crew associated with a business unit and shop, select a future period, and the system calculates total values for the base capacity and adjusted capacity for the crew. The craft supervisor modifies the adjusted capacity values for each craft based on their personal experience and knowledge, which updates the totals. When a scheduler schedules a crew to one or more work orders on the Crew Scheduling Workbench, the crew capacity plan for that crew is updated based on the new crew assignments.

To determine crew capacity, you must set up a schedule pattern and generate schedule periods based on this pattern. Once a crew capacity is tied to the pattern, the user can add new periods with the initial period start date. Typically, the craft supervisor updates each resource's schedule with meetings, appointments, vacation, and more. The system acknowledges these commitments when determining crew availability and capacity. The accuracy of the crew availability and capacity depends upon whether you maintain each resource's calendar and routinely update the resource availability cache record.

Effective dates are important in determining crew capacity. Each resource is assigned to a shop as of an effective date. The crew definition is effective-dated, the shop is effective-dated, and the schedule pattern set up for the crew is based on a date range. If you create a resource on a date falling after the effective date of the crew, the system adds the resource to the shop but it will not add the resource to the crew. For example, if the effective date on the Define Crew page is 3/04/06 and you create an additional resource and associate it with the shop on 3/5/06, then you cannot add this resource to the crew without changing either the effective date of the crew or the effective date of resource's association with the shop.

You create a crew capacity plan for a crew based on a specific schedule period, which is generated from the crew's schedule pattern. The schedule pattern defined in the Crew Definition component is effective-dated, which means that the schedule pattern of a crew might change over time. Therefore, when adding a new crew capacity plan, the system must ensure that only valid schedule periods are used to create the new crew capacity plans. Valid schedule periods are the current and future periods that are valid for the crew schedule pattern as of the start date of the period. When you create a new crew capacity plan, the system calculates specific plan elements, which include:

• Base capacity

  Base capacity is the crew's calculated total available hours based on the crew resources' weekly shift hours and their capacity allocation percentages in that crew. A crew's total base capacity in hours is the sum of the base capacity calculation for each craft, which appears on the Crew Craft Capacity - Details tab of the Crew Capacity page.

  Base Capacity (hours) = Total hours in a crew member's assigned shift * Crew member's capacity %

  You assign a capacity percentage to each crew member on the Define Crew page. This percentage represents the time allocated for each crew member to work on a specific crew.

  Note. The base capacity does not take holidays into account. For example, the base capacity of the resource for the week of July 4 holiday (07/02/06 through 07/08/06) will be 40 hours, assuming an 8-hour day, Monday through Friday shift. The base capacity will not consider 07/04/06 as a holiday.

  This table describes John Clark's time allocation to different crews:

  Shop	Crew	Capacity %
  Shop A	Crew 1	25
  Shop B	Crew 2	25
  Shop A	Crew 3	50

  Crew members must be listed as resources in the shop associated with their crew. Each resource assigned to a shop is associated with a shift, as shown by this table:

  Crew Member/Craft	Shift	% Capacity for Crew 1	Biweekly Base Capacity (hours)	Total Base Capacity/Craft (hours)
  #1 Electrician	L1 = 8 hour/day, 5 days/week, 40 hours/week.	100	80.00	80.00
  #2 Electrician	L1 = 8 hour/day, 5 days/week, 40.00 hours/week.	50	40.00	120.00
  #3 Mechanic	L1 = 8 hour/day, 5 days/week, 40 hours/week.	100	80.00	80.00
  Crew 1 Total Base Capacity				200.00

• Adjusted capacity (hours, days, headcount)

  Adjusted capacity = Base capacity – All commitments (meetings and so on) on the resource's calendar.

  The system initially calculates the adjusted capacity for each craft in hours, days, and head count.

  The total adjusted capacity amounts that appear for the crew equal the sum of the craft values.

  Schedulers can adjust the values in adjusted capacity fields for each craft based on their knowledge of any external circumstances affecting each crew member. The system recalculates total adjustment values for the crew based on any changes to these values that the scheduler enters.

  The accuracy of these calculations depends on the timely management of a resources schedule, as well as the timeliness of the PeopleSoft Resource Management Availability Cache Record.

  Note. The adjusted capacity takes holidays into account as long as the cache record is updated correctly based on the setup for scheduled holidays. For example, the adjusted capacity of the resource for the week of the July 4 holiday (07/02/06 through 07/08/06) will be 32 hours, assuming an 8-hour day, Monday through Friday shift. The adjusted capacity will consider 07/04/06 as a holiday, as long as the cache is updated.

  • Adjusted capacity (hours)

    Adjusted capacity (hours) = Base capacity – Assigned hours for meetings, appointments, and more in a resource's schedule during the designated period

    Adjusted capacity (hours) initially appeared on the Crew Craft Capacity - Details tab.

    For example:

    The resource schedule for crew member #1 in the previous example indicated one day (8 hours) for vacation, and no additional assignments were scheduled for crew member #2.

    The adjusted capacity in hours for the craft Electrician is 120.00 hours – 8.00 hours = 112.00 hours.

    Crew member #3 has a 4-hour appointment scheduled.

    The adjusted capacity in hours for the craft Mechanic is 80.00 hours – 4.00 hours = 76.00 hours.

    The total adjusted capacity in hours for the entire crew equals the adjusted capacity hours for Electricians (112.00 hours) + the adjusted capacity hours for Mechanics (76.00 hours) = 188.00 hours.

  • Adjusted capacity (days)

    The adjusted capacity in days for each craft is the adjusted capacity in hours divided by the standard hours per workday as defined in the shop.

    For example:

    The adjusted capacity in days for an Electrician = 112.00 (the adjusted capacity in hours) / 8.00 hours (the standard hours per workday defined in shop) = 14.00 days for Electricians.

    Mechanics = 76.00 hours / 8.00 hours = 9.50 days

    The total adjusted capacity in days for the crew is Electrician (14.00 days) + Mechanic (9.50 days) = 23.50 days.

  • Adjusted capacity (head count)

    The adjusted capacity based on headcount equals the craft's adjusted capacity days divided by the number of work days in the scheduled period.

    For example:

    For an Electrician, 14.00 days (adjusted capacity days for an Electrician) / 14.00 days (the number of work days in the schedule period) = 1.00 Adjusted capacity headcount for an Electrician.

    For a Mechanic = 9.50 days / 14.00 days = .68 Adjusted headcount for a Mechanic.

    The total adjusted capacity based on headcount for the crew is Craft 1 (Electrician) headcount (1.00) + Craft 2 (Mechanic) headcount (.68) = 1.68 headcount total adjusted capacity for the crew.

• Total cost

  Total cost for each craft = Adjusted capacity in hours * Hourly cost rate.

  The default hourly cost rate on the Crew Craft Capacity - Potential Cost Revenue tab is derived first from an hourly cost rate set up for the craft entered on the Craft Rates page of the Shop, or the value is derived from the generic labor cost rate specified in the shop or work order business unit.

  For example:

  The total cost for Electricians = 112.00 (The adjusted capacity in hours) * 150.00 USD Hourly cost rate) = 16,800.00 USD

  Because the rate for Mechanics is not specified on the Craft Rates page of the shop: 76.00 hours. (Adjusted capacity in hours) * 100.00 USD (The default labor cost rate from the business unit) = 7,600.00 USD total cost for Mechanics.

  Total cost is the sum of each craft's total cost or 16,800.00 USD + 7,600.00 USD = 24,400.00 USD

• Total potential revenue

  Total potential revenue for each craft = Adjusted capacity in hours * Hourly bill rate)

  The default hourly bill rate on the Crew Craft Capacity - Potential Cost Revenue tab is derived first from an hourly bill rate set up for the craft entered on the Craft Rates page of the Shop, or the value is derived from the generic labor bill rate specified in the shop or work order business unit. Total potential revenue for each craft is equal to the adjusted capacity in hours (112.00, Electricians) * Hourly bill rate (200.00 USD) = 22,400.00 USD. * Default labor bill rate from the business unit (110.00 USD) = 8,360.00 USD.

  For Electricians, the total potential revenue = 112.00 hours. (The adjusted capacity in hours) * 200.00 USD (The hourly bill rate) = 22,400.00 USD total potential revenue for Electricians.

  Because the rate for Mechanics is not specified on the Craft Rates page of the shop, the default bill rate from the business unit is used: 76.00 hours. (The adjusted capacity in hours) * 110.00 USD (The default bill rate) = 8,360.00 USD total potential revenue for Mechanics.

  The total potential revenue is the sum of each craft's total potential revenue: 22,400.00 USD (Electricians) + 8,360.00 USD (Mechanics) = 30,760.00 USD

• Total workdays

  Total workdays equal the total number of days the shop is open based on the schedule period. For example, if the schedule period is weekly and the standard operating hours of the shop as defined on the Shop Definition page indicate that the shop is open on Monday for 8 hours, Tuesday for 8 hours, and Wednesday for 4 hours, then the Total Workdays equals 3 days for the weekly schedule period. Even though the shop is only open for 4 hours on Wednesday, it is counted as one workday.

• Average target load percentage

  This figure is the weighted average of the target load percentage of each craft associated with the crew. The target load percentage for a craft is determined by the scheduler based on the scheduler's knowledge of any unscheduled or emergency works that might come in during the scheduling period. After the initial creation of a crew capacity plan, the scheduler can enter a target load percentage for each craft, which is used to calculate the target hours for each craft.

  For a craft: Target load % * Adjusted capacity in hours = Craft's target hours.

  For example:

  A scheduler enters a target load percentage of 10.00, the target hours will equal to 11.20 hours, then 10.00% * 112.00 hours (Adjusted capacity in hours for Electricians) = 11.20 target hours for Electricians.

  This table shows how the average target load percentage is calculated:

  Craft	Qty Resources	Target Load %	Qty * Target Load %	Average Target Load % = SUM of (Qty * Target Load %) / Total Qty Resources
  Electrician	2	95.00	2 * .95 = 1.90
  Plumber	1	100.00	1 * 1.00 = 1.00
  Carpenter	5	80.00	5 * .80 = 4.00
  				SUM:(1.90 + 1.00 + 4.00)/ 8 = 86.3% Average Target Load %

You can add crafts that are not part of a crew to a crew capacity plan, and you do not have to add these crafts to the crew. You also can copy from an existing crew capacity plan.

The confirmed scheduled hours and the total scheduled hours for a crew capacity plan are automatically updated when you assign and confirm the work order task requirements against the capacity plan in the Crew Scheduling Workbench by using the Confirm Metrics action.

Note. You can add or remove crew members regardless of whether or not a crew capacity plan exists. To add a crew member, insert a new effective-dated row on the Define Crew page.

Copying a Crew Capacity Plan

The system does not allow overlapping crew capacity plans where the start period date for a new crew capacity plan falls within the period range of an existing crew capacity plan. However, users can copy a crew capacity plan from the current period to a future period. Because the crew is effective-dated and can change from one period to another, the system asks if you want to override the current capacity plan. If you indicate that you do want to override the crew capacity plan, the process will replace the capacity plan for each matched craft, but it will not change the target quantity and base capacity amounts. If the source capacity plan does not have a match for a given craft and the craft is not a crew craft, the system will insert the non-matching, non-crew craft to the target capacity plan.

Page Used to Perform Crew Capacity Planning

Planning Crew Capacity

Access the Crew Capacity page. (Select Maintenance Management, Crew Schedule, Crew Capacity Plan.)

Note. To create a crew capacity plan, select a work order business unit, shop, crew, and a period start date on the Add a New Value page.

Total Crew Capacity

Copy from Other Crew Capacity

Access the Copy From Other Crew Capacity group box.

The Copy button does not appear once the work is scheduled for this crew capacity plan. To copy this source crew capacity plan to a target crew capacity plan, select:

Crew Craft Capacity Details

Access the Crew Craft Capacity - Details tab.

Crew Craft Capacity Potential Cost Revenue

Select the Crew Craft Capacity - Potential Cost Revenue tab in the Crew Capacity component.

Creating a Crew Capacity Chart

Access the Crew Capacity page. (Maintenance Management, Crew Schedule, Crew Capacity Plan, select a Chart Type and click the Draw Chart button)

Draw Chart	Click this button to display the crew capacity chart based on the crew capacity data for the schedule period. The system saves the page before displaying the chart.
Refresh Chart	Click this button to refresh the crew capacity chart based on changes that you made to the crew capacity data.
Hide Chart	Click this button so that the chart is not visible on the page.
Chart Type	Select the type of chart that you want to appear. Chart types are: Capacity Distribution Chart This bar chart compares the base capacity, adjusted capacity, and target capacity hours for each craft in the crew for the specified schedule period. Craft Distribution Chart This pie chart displays the adjusted capacity distribution percentages for each craft in the crew capacity plan.

Scheduling Crews

This section presents an overview of crew scheduling and discusses how to:

• Use the crew schedule search page.

• Scheduling crews to multiple work orders.

• Define the Crew Scheduling Workbench Crew Assignments tab.

• Define the Crew Scheduling Workbench Resources tab.

• Define the Crew Scheduling Workbench Schedules tab.

• Define the Crew Scheduling Workbench Rescheduling tab.

• Define the Crew Scheduling Workbench Asset Information tab.

• Using the Crew Scheduling Workbench Full Description tab.

• Define the Crew Scheduling Workbench Messages tab.

Understanding Crew Scheduling

The Crew Scheduling Workbench enables you to determine crew capacity and to allocate work orders by craft for a specific period so that each crew is loaded to its target capacity to ensure maximum efficiency. The workbench enables you to schedule crews to multiple work orders at one time.

You can establish and save multiple search criteria settings for each crew. These search settings enable you to easily find unscheduled backlog work, carryover work, and scheduled work. To ensure that all tasks are scheduled, you can also display tasks that are not assigned to a crew. Your search criteria can include specific work order details, work order status and priority, and target asset information.

Before using the Crew Scheduling Workbench, you must set up a crew capacity plan for each crew. This information appears in a crew capacity grid at the top of the Crew Scheduling Workbench. As you assign the crew by craft to one or more task lines, the crew capacity is immediately updated to reflect the assignments. This feature enables you to see the progress against the target load percentage. You can also change the crew at any time to compare the capacity of one crew against that of the crew that you are scheduling.

The Crew Scheduling Workbench displays a list of work order task requirement lines that is based on your search criteria in the Workbench section of the page. Between the Crew Capacity and the Workbench sections is the Action list, where you can select multiple task requirement rows and perform an action, such as assigning a crew, changing crew schedule dates and times, changing the period, creating labor schedules in the work order based on the assignments, updating carryover hours, and more. You can examine work order tasks that were started but are not yet complete and those that may not be started in the current period; these you can move to a future period. Work that cannot be accomplished can be put it in the backlog. Work can also be unscheduled and rescheduled. You can also schedule unplanned or emergency work that comes up during the current period or push it out to the next, following, or a subsequent period. Once work is scheduled, you can, if necessary, access the Labor Assignment Workbench directly from the Crew Scheduling Workbench to assign the work to individual members of the crew.

Once you have reviewed the various tasks and loaded each craft to the desired level, you can save the schedule as a baseline for the period. Then you can review information such as the actual quantity of the work performed compared to the quantity of work scheduled, or the scheduled work performed as a percentage of the total work.

The Crew Scheduling Workbench consists of:

• Search page.

• Crew capacity grid.

• Work order task labor requirements.

• Actions.

If the crew period and availability do not coincide with the task start and end dates, you can override these dates when you schedule the crew. Overriding these dates changes the scheduled start and end dates on the work order task.

These rules apply to crew scheduling:

• Since crew scheduling depends on periods, the crew schedule to dates are limited to a given period. You will receive an error if you attempt to schedule across multiple periods. You must split the labor requirements if you want to schedule across periods.

• The approval status of the work order must be Approved. After the work order is approved, users cannot split work order task rows to segregate portions of the work to different crews. If you need to be able to segregate work to different crews, then you can create child work orders, which also must be approved.

Crew Scheduling Workbench Search Page

Once your work order requirements are defined, you access the Crew Scheduling Workbench to display the work orders, tasks, and task lines that you want to assign to a crew. For greater efficiency, you can set up views for different stages of the crew scheduling process and save those views. Your search criteria must include a crew business unit, a crew shop, a crew, and a schedule period. You can also select the View Tasks without Crew check box to include unscheduled work orders that are not associated with a crew.

For example, you could set up and save a view named C1_S1_Current_Unsch. This view name indicates that your selected search criteria is for:

• Crew 1

• Shop 1

• Current period

• Unscheduled

The scheduling statuses are:

• Unscheduled

  This status refers to all of the work order labor requirements that are not yet assigned to a crew.

• Scheduled

  The system displays all of the work order labor requirements that are assigned to a crew but currently not completed within the specified period. The crew schedule status of the work order task rows on the workbench appear as Scheduled, Unplanned/Emergency, or Scheduled Confirmed.

• Carryover Work

  The system displays all of the work order labor requirements with a crew schedule status of Scheduled, Unplanned/Emergency, or Schedule Confirmed and in the current period or the period before the specified period. The internal statuses of the work order tasks may transition from Open to Work in Progress, and the carryover hours of the tasks must be greater than zero.

• Review Entire Crew Schedule

  The system disables all search criteria fields other than those previously specified and applies their default values to the search. This option works in conjunction with selected business unit, shop, crew, and period values to list work orders scheduled to the specified crew and period.

A specified schedule period is the date range that covers the current schedule period. Typically, this period is defined as a week (Monday through Sunday), but it could be four days or two weeks, depending on the requirements of your organization. The schedule period for each crew is determined by the schedule pattern assigned to each crew on the Define Crew page. The schedule period options for crews are:

• Current Period

  The current schedule period is the period defined for the crew based on the current date in the system.

• Next Period

  This period follows the current period.

• Following Period

  This period follows the Next Period.

• Previous Period

  This period precedes the current period.

• Specific Period

  This period is one you select from a list of one or more periods.

You can specify other search criteria based on the work order, the work order status and priority, and asset information on the search page and include it in your saved view. You can also indicate whether you want specific fields sorted in ascending or descending order on the page. After you name and save the view, click the Search button to display the available capacity for the selected crew in the Crew Capacity grid and a list of work orders requirements on the Workbench grid.

Crew Capacity Grid

When you search for a crew using the Crew Scheduling Workbench Search page, the system displays the Crew Capacity grid along with work order task rows that are based on the entered search criteria. This grid displays information about the crew's workload for the period specified in the search criteria, which is grouped by the primary crafts associated with the crew members. The crew capacity data is updated as you begin to use the actions available on the workbench, enabling you to track the percentage of capacity loaded for each craft against the target load percentage for each craft.

Users can change the crew that they want to focus on at any time. Changing the crew is useful when you are trying to determine whether a given set of requirements should be assigned to crews other than the one specified in the search criteria. You select a different business unit, shop, crew, and craft, which is optional, and display the data for that crew in the grid.

If you searched only one craft, then only the selected craft will appear in the grid for the crew. The Crew Capacity grid displays this information for each craft associated with the crew:

• Adjusted Capacity (hours) = a

  You set up the adjusted capacity in hours in the Crew Capacity Plan for the crew and period:

  Total shift hours for the period – Time off (vacation, holidays, sick days, and more)

• Adjusted Capacity (days)

  You set up the adjusted capacity in days in the Crew Capacity Plan for the crew and period:

  (Total shift hours for the period – Time off) / Standard day hours defined in the crew's shop

• Adjusted Capacity (headcount)

  You set up the adjusted capacity headcount in the Crew Capacity Plan for the crew and period:

  Adjusted Capacity days / Days in the schedule period

• Target Load Hours = b

  The system calculates this field: Target load hours = Adjusted capacity (hours) * Target load %

• Confirmed Scheduled Hours.

  This field displays the number of hours from the Crew Schedule Workbench that were confirmed for the period. Hours are confirmed by selecting the Confirm Metrics action for selected rows. Typically, all schedules are confirmed at the end of the planning phase, and the confirmed scheduled hours should match the scheduled hours. If they do not, some scheduled hours have probably not been confirmed for the period. During the current period, the scheduled hours and the confirmed scheduled hours may not match because of unconfirmed or emergency work that was added to the schedule. If the unplanned/emergency work is confirmed, then these hours become part of the confirmed schedule hours total for each crew's craft.

• Scheduled Hours = c

  The number of hours scheduled in the crew scheduling workbench for the period. These hours are updated when you assign a crew to a labor requirement, change a period on the workbench, or update the scheduled hours for an assignment.

• Scheduled Days

  Scheduled days = Scheduled hours / Standard number of hours in workday in the crew's shop

• Scheduled Headcount Equivalent

  Scheduled headcount = (Scheduled hours / Standard number of hours in workday in the crew's shop) / Number of days in the period based on the shift

• Variance

  Variance = b – c, or Variance = Target load hours – Scheduled hours

• Scheduled %

  The actual schedule load relative to the target load hours:

  Scheduled % = c/b * 100, or Scheduled % = (Scheduled hours / Target load hours) * 100

• Availability %

  This field represents the actual schedule load relative to the adjusted capacity.

  Availability % = (1 – c/a) *100, or Availability % = (1 – Scheduled hours / Adjusted capacity hours) * 100

• Target Load %.

  Set up the target load % in the Crew Capacity Plan for the crew and the period. It typically represents the crew's expected load against the adjusted capacity in terms of percentage for all planned work. Typically, it is set below 100 percent to accommodate unplanned and emergency entries that may occur throughout the period.

See Performing Crew Capacity Planning.

Work Order Task Labor Requirements for Using the Crew Scheduling Workbench

You schedule a crew to work order task labor requirement rows that appear on the workbench in the Crew Capacity grid. This workbench consists of details describing information in the work order, work order task, and labor requirement rows and fields that are updated based on scheduling a crew to a row. You can schedule the crew to an individual work order task labor requirement row or you can select one or more work order task labor requirements rows on the workbench and select an action to apply to those rows. The workbench data is described in this section, and workbench actions are described in the next section.

The workbench has these tabs:

• Crew Assignments

• Resources

• Schedules

• Rescheduling

• Asset Information

• Messages (This tab does not always appear.)

The Workbench section displays labor requirements that you defined for one or more work orders associated with the selected shop, crew, and period. For unscheduled work, the system displays every unscheduled work order that meets the search criteria. If you want to narrow work orders to a selected period, you must enter required or schedule start and end dates as search criteria. Once work is scheduled, the system gathers work orders associated with a specific period. Most of the data that appears describes the specific work order data, work order task data, and task row data, all of which is retrieved from the work order. This information enables you to make informed decisions based on complete information about each work order, task, and labor requirement row before you schedule them.

The remaining fields in the Workbench section can be affected by performing the actions either manually on a single row or on multiple rows. To perform an action on multiple rows, select the rows, select an action, enter the action fields that appear, and select Go to apply the action to the row.

This data appears on the workbench tab:

• The Crew Assignments tab displays the primary work order, task, and labor requirement row data. You can directly access the work order, as well as review a description of both the task and the asset associated with the task. The remaining fields are used for scheduling, canceling, and rescheduling a crew to the labor requirement rows.

  • Task Status

    The value in this field affects the assignments you make and the availability of the crew scheduling fields on the workbench. You can select one or more rows in the workbench and select the Change Status action to change the status of the task, which changes the task status in the selected row. You cannot manually change the Task Status field in each row because the field is only for display.

  • Crew

    You use this field to assign a crew. You can also select one or more rows and then select the Assign Crew action. To remove a value from this field, select the Remove from Schedule action.

  • Scheduled Hours

    When you assign a crew to labor requirement rows, you enter the number of hours you want to schedule for each task row. You maintain these hours through the life of the task, since unplanned or emergency work may come up before the task is completed. When you enter this information and save the page, it updates the Crew Capacity data for the selected crew. You can enter each row manually, or you can select one or more rows and select the Update Scheduled Hours action. The schedule hours can be updated to any positive value, even beyond the original estimated duration of the job.

  • Carryover Hours

    Carryover hours are the unscheduled or remaining hours that you could not schedule in the original period. You can update this field manually for an individual row or select one or more rows and select the Update Carryover Hours action. You can update carryover hours to any positive value, even beyond the estimated duration of the job. This field is particularly important when carryover work is moved to another period

  • Completed Hours

    As a job progresses, technicians may report the actual number of hours completed along with any carryover hours. You can update this field manually for an individual row, or select one or more rows and select the Update Completed Hours action.

  • Crew Schedule Status

    The crew schedule status determines whether the labor requirement was saved as part of a Crew Capacity Plan. Values:

    Unscheduled: The default value that appears whenever a labor requirement row is generated.

    Unplanned/Emergency: Appears if you assign a crew in the current period.

    Scheduled: Appears if you assign a crew to any future periods (next, following, and beyond).

    Schedule Confirmed: Appears when you select one or more scheduled or unplanned rows and select the Confirm Metrics action.

  Rows with a crew schedule status of Unplanned /Emergency, Scheduled, and Schedule Confirmed can derive the carryover work in these ways:

  When you schedule for a future period (next, following, or specified), if you assigned a crew to a labor requirement row within the period, carryover hours are greater than zero, and the status of the task was not changed toComplete, then the carryover hours belong to that period.

  When you schedule for a future period (next, following, or specified), if you assigned a crew to a labor requirement row for any period earlier than the Next period, then the carryover hours are greater than zero and the task status is set to an internal status of Open, Awaiting Schedule, Scheduled, On Hold, or Work in Progress.

• The Resources tab displays information as to whether labor, inventory, purchase/on-hand, and tool resources are scheduled for the task associated with the craft labor requirement row. You can access the task's Schedules page in the work order to either set up or change these schedules directly from the Crew Scheduling Workbench. This enables you to determine what the other schedules are for the task, how long it may actually take to start the task, and what qualifications a technician may need to perform the task.

  There is also a link that enables you to change the shop for the crew specified on the row. This link also appears when you select the Assign Crew action. This field is primarily used when you want to select a crew for one or more rows that is different from the preferred you selected for the Crew Scheduling Workbench. Before you can change a crew, you must select the shop to which the crew new crew is assigned. When you select a different crew, you must select the shop to which the crew is assigned. For example, if you selected the preferred crew, Crew 1 in Shop A, to assign in the Crew Scheduling Workbench, and you find one or more of the tasks really should be performed by Crew 2 in Shop B, then you should change the shop for the rows to Shop B and then select Crew 2 for each of the rows.

• The Schedules tab, which displays the required start and end dates and times from for each work order task, also displays the crew start and end dates and times fields, which you will enter or adjust depending on the internal task status, along with other dependencies. The completed date field is also on this tab.

  • Crew start date and time.

    These fields are populated when you assign a crew to the row. The default start date is derived from the assigned period's start date. The default start time is the required start time for the task. You can apply the action Change Crew Start Date/Time to this field for one or more selected rows, or change the fields manually at the individual row level.

  • Crew end date and time.

    These fields are populated when you assign a crew to the row. The default end date is derived from the period's start date plus the difference between the required start and end dates for the task. The default end time is the required end time for the task. You can apply the action Change Crew End Date/Time to this field for one or more selected rows, or change the fields manually at the individual row level.

  • Completed date.

    This field stores the date when the crew completed the job for the task. When the internal task status is changed to Complete, this field is automatically updated with the completion date of the task. The completion of a task impacts the availability of many of the fields on the workbench. You can apply the action Report Completed Date to this field for one or more selected rows, or change the field manually at the individual row level.

• The Rescheduling tab, which displays the reason code and its description for any rows that you reschedule. If you assign a different crew or change the crew dates on any row, the system determines if a reason for the change is necessary. When you select the actions Assign Crew, Change Period or Change Crew Start Date/Time, the system may require that you select a reason code for the change in the schedule.

• The Asset Information tab derives information about the asset selected for the work order task and displays it in the row.

  These fields appear on this tab:

  • Asset Location, Asset Area, Work Location

    These values enable you to review where the asset is located with respect to the work location to determine how this information will affect your crew assignments. For example, if the asset and the technician assigned to work on it are not located in the same place, you may need to schedule time for the technician to retrieve the asset and take it to the work location.

  • Asset Criticality

    This field only appears on the tab if you entered this asset information for the work order task on the Requirements page of the work order. This value may help you determine the skills and qualifications needed by your crew members to do the job.

  • Asset Calendar

    This icon only appears on the tab if you entered the asset information for the work order task on the Requirements page of the work order. Access the calendar of the asset to ensure that it will be available during the period that you want to schedule the crew.

  • Warranty

    This link only appears on the tab if you entered the asset information for the work order task on the Requirements page of the work order. This link enables you to access any warranties that are associated with the asset or add warranties. This information can be crucial to managing the costs of the work. The crew may be responsible for keeping track of the work to use in a warranty claim, which may need to be figured into the time allocated to perform the task.

  • Work History

    This link only appears on the tab if you entered the asset information for the work order task on the Requirements page of the work order. This link enables you to access the work orders that were performed for the asset. This access can provide information about similar work done on this asset and identifies each work order. You can research work orders to determine the skills and time needed to complete the work.

  • Asset Maintenance History

    This link only appears on the tab if you entered the asset information for the work order task on the Requirements page of the work order. This link enables you to access the Asset Maintenance History page in PeopleSoft Asset Management, which helps you determine the condition of the asset based on how much maintenance has been done. This information can help you determine the difficulty of this task before you schedule it.

• The Full Description tab displays the complete description entered in the Description field for the work order on the Work Order page and for each task on the Requirements or Schedules page of the Work Order component.

• The Messages tab does not appear until the system issues an informational, warning, or error message in response to an action performed on an individual row or multiple rows on the Crew Scheduling Workbench page.

  The tab appears along with an icon, which indicates the type of message that you will see when you select the Message tab. If you select an action and receive an error message, the action is not performed. However, the action will be performed when you receive a warning or informational message.

See Defining Work Order Statuses.

Crew Scheduling Workbench Actions

You use the work order labor requirement data in the Workbench to evaluate the actual work that needs to be performed in order to schedule your crews accordingly. Once the work is evaluated, you are ready to schedule your crew. You can schedule a crew to each individual row. However, one of the major benefits of the Crew Scheduling Workbench is that you can apply an action, such as assigning a crew, to multiple rows at one time. The actions defined in a list in the center of the workbench enable you to do everything from assigning a crew to accessing preventive maintenance projections. The following actions, which you apply to the work order task requirements on the workbench, are listed in order of functionality rather than in the order that they appear in the drop-down list:

• Assign Crew

• Change Period

• Change Crew End Date/Time

• Change Crew Start Date/Time

• Remove from Schedule

• Create Labor Schedules

• Confirm Metrics

• Update Scheduled Hours

• Update Carryover Hours

• Update Completed Man Hours

• Change Status

• Report Completed Date

• Go to Labor Assignment WB (workbench)

• Go to PM Projections

To apply an action to one or more work order task labor requirement rows in the workbench, select the rows in the workbench and then select an action from the Action drop-down list. The system evaluates the selected data, such as crew scheduling dates and times, against the work order task data, and it displays additional fields that are associated with the selected action. Once you select the action and enter additional fields, as necessary, click the Go button. The system runs a validation process on the selected rows and applies the action. Not all actions affect the data in the rows. Some actions enable you to perform activities without exiting the Crew Scheduling Workbench, such as the action Go to PM Projections. The following information describes how each action is used in the Crew Scheduling Workbench:

• Assign Crew

  Select to assign a crew or to change a shop and crew assignment for selected labor requirement rows.

  When you assign a crew, the system validates that the work order task status associated with the selected labor requirement row allows the crew to be changed. It also validates that the craft identified in the labor requirement row is included in the Crew Schedule Metrics. For example, if the craft in a labor requirement row is Mechanic but the Mechanic craft is not defined in the Crew Capacity Plan for the selected crew and target schedule period, then the system issues an error.

  Note. An error occurs when a user who is not allowed to override metrics reassigns one crew to another crew and the periods involved occur in the past (previous or specific).

  • Crew

    Select the crew that you want to assign to the selected labor requirement rows. Typically, you select the crew that you searched on to display the labor requirement rows. The system updates these fields in the workbench:

    The Crew field is updated with the selected crew.

    The Scheduled Hours field initially displays a default value based on the specifications on the Labor Requirements row for the task, which is equal to: Quantity (number of craft resources) * Hours (number of hours each resource is needed)

    The Carryover Hours field initially displays the same default value as the Scheduled Hours field.

    The Crew Start date is updated with the start date of the period you selected for this crew in the search criteria, and the Start Time is updated with the start time of the required start date on the work order. The Crew End date is equal to the period start date plus the difference between the required start and end dates on the work order. The End Time field is updated with the end time of the required end date on the work order. The system compares these dates to the scheduled start and end dates and times of the task. The system handles the results of this comparison based on whether you selected the Override Task Schedule Dates check box, the Schedule Crew's Entire Period check box, or both. These are described below:

  • Override Task Schedule Dates

    Selected is the default. The task schedule dates are updated as follows:

    If Crew Start date, which is the same as the period start date, is earlier than the Scheduled Start date, the system updates the Scheduled Start date with the Crew Start date.

    If Crew End date, which is matched to the period end date, is later than the Scheduled End date, the system updates the Scheduled End date with the Crew End date.

    In summary, the scheduled start and end dates of the task are changed to accommodate the crew schedule start and end dates.

    If you deselect the Override Task Schedule Dates check box and the crew start and end dates go beyond the scheduled start and end dates for the task, then the scheduled dates for the task will not be updated and an error message will be issued for the labor assignment rows on the workbench. This message will prevent you from continuing, and you will need to reevaluate your resources based on the task scheduled dates.

    For example, if the work order task scheduled start date is 4/20/06 and the scheduled end date is 4/20/06:

    Action	Response
    Work order task Scheduled Start and Scheduled End dates	4/20/06 to 4/20/06
    Crew Scheduling Workbench period	4/25/06 – 4/29/06
    Crew Manager selects action	Assign Crew
    Override Task Schedule Dates check box	Selected
    Scheduler enters Crew Start/Start Time and Crew End/End	4/23/06 - 4/23/06
    System message displays	Warning: 'Crew Start and End' are later than the task schedule start and end dates - When the workbench is saved, the task schedule start and end dates will be updated with the Crew End Date on this row. If other rows in this workbench are updating the task schedule dates for this task, then the one that ends the latest will be the one to be updated.
    Task Scheduled Dates updated	Task Scheduled Start Date remains the same and the Task Scheduled End is updated to 4/23/2006.
    If Override Task Scheduled Dates check box	deselected
    System issues an error	Error: 'Crew End' is later than the task schedule end date - The period assigned is later than the task schedule end date. To override the task schedule end dates you need to turn on the Override Task Schedule Dates Action setting.

    Important! The change in the task schedule dates will not change the task dates for the inventory, purchase/on-hand, and tool resources task rows. However, a warning message appears for the row on the Messages tab indicating that the proposed change will affect these resources through issuing messages against each affected row.

  • Schedule Crew's Entire Period

    Select this check box to set the crew start date for crew assignments and period change actions to the schedule period's start date, and to set the crew end date to the period end date.

    If you do not select the Schedule Crew's Entire Period check box, any action that would perform a change in the crew start and end dates will respect the original offset. If you do not assign any crew to the row before you change the crew start and end dates, then the system will respect the offset between the required start and end dates. If you assigned a crew before you changed the crew start and end dates, then the system respects the offset of the original crew start and end dates.

    For example, you scheduled Crew A to a task row from 8/14 to 8/15 (two days) during the period of 8/12 to 8/19. The Schedule Crew's Entire Period check box is deselected. Subsequently, you must change the crew schedule dates for Crew A to 8/14 to 8/16 (three days) because you were notified that the inventory resources will not be delivered in time for the crew to do the work during this period. When you select the row and select the action to change the period to the target period of 8/20 to 8/27, the system carries over the change to the crew schedule dates to the start date of the next period. Since the original crew schedule dates were 8/14 to 8/16 (three days), the new crew schedule dates for the assignment appear as 8/20 to 8/22 (three days) for the scheduled row.

    If, however, based on this example, you selected the Schedule Crew's Entire Period check box, then the target crew schedule dates for the assignment would be 8/20 to 8/27, which is the same as the target period dates.

  • Change Shop for Crew

    This link is described for the Resources tab on the workbench.

    See Defining the Crew Scheduling Workbench Resources Tab.

  • When changing a crew assigned to selected rows to a different crew, consider these factors:

    The period assigned to the row is determined by the period specified in the search criteria. However, the schedule pattern used by the new crew can differ from that of the original crew. Also, the schedule pattern of the new crew may not accommodate the time span (Crew Start Date – Crew End Date) allocated to the requirement, which will cause an error.

    If you change the crew, the selected period in the workbench is Current and if the original Crew Schedule Status of the row is Schedule Confirmed or Unplanned/Emergency, then you must select a reason code for why the crew was changed. The Crew Capacity Plan for the original crew and period will be updated.

    If you change a crew (Crew A), which is scheduled in the current period, to another crew (Crew B), then the system determines the current period for Crew B and updates the crew dates and times based on the current period for Crew B. If you change the crew and the period for the allocated rows is either Current or Prior, the Schedule Status field will be set to Unplanned/Emergency. Otherwise, it will be set to Scheduled. The Schedule Status State Chart diagram provides more details.

    Note. If both crews are associated with the same schedule pattern, then no changes occur.

    If labor schedule rows related to the selected requirement rows were generated for the work order task but no assignments were performed or the internal task status is not Work In Progress, then the system will update the crew (and period, if applicable) information on the labor schedule rows for the work order task.

    If schedule rows related to the selected requirement rows were generated, assignments were performed, and the row is being procured or the internal task status is Work In Progress, then the system will generate new labor schedule rows. You determine whether new labor schedule rows must be generated based on whether a change in period will occur as a consequence of changing the assigned crew.

• Change Crew End Date/Time

  Select to change the crew end date and time of the selected rows to those specified by the user. You enter the date and time that you want to update the Crew End Date and End Time fields in the selected rows. The end date must be later than or the same as the start date. If the end date is the same as the start date, then the end time must be later than the start time. The combination of start and end dates must fall within the specified period range. If the revised dates do not fall within the work order task scheduled dates and times, select the Override Task Schedule Dates check box to use the new dates.

• Change Crew Start Date/Time

  Select to use a different crew start date and time for selected labor requirement rows. You select a date and time in the action fields, and the system replaces the dates in the Crew Start Date and Start Time fields with the new date and time. You can select the Override Task Schedule Dates check box to override the scheduled dates and times in the task if the new dates and times do not fall within task scheduled dates and times.

  If the change in the crew start date and time moves the selected labor requirement rows to a new period, you must also select a reason for the change. You must assign a crew to the selected labor requirement rows before you can move the labor requirement to another period. The Reason and Description fields do not appear for unscheduled labor requirement rows, and the rescheduling history is not updated.

  Note. Changing the crew start date and time may change the assigned period for the selected rows. Refer to the discussion of the Change Period action for further information.

• Change Period

  Select to change the period to the current, following, next, previous, or a specified period. When you first assign a crew to select labor requirement rows, you also assign a period that updates the Crew Start Date field with the period start date and the Crew End Date field with a value that is equal to the crew start date plus the offset between the required start and end date on the work order. The crew end date cannot go beyond the end date of the period. When you change the period for selected rows, the new period must exist in the schedule pattern associated with the assigned crew, and a Crew Capacity Plan must be set up for that period, crew, and craft.

  Select the Override Task Schedule Dates check box if the start and end dates and times of the new period do not fall within the scheduled start and end dates and times of the work order task associated with the row. Select the Schedule Crew's Entire Period check box if you want the crew end date to be the same as the period end date.

  Whenever you move a scheduled resource to another period, you may need to enter a reason code. The schedule pattern associated with the crew determines what the current period is and its date range. When you change the period for Confirmed or Unplanned/Emergency scheduled work orders, it pushes the data into the rescheduling history and updates the Schedule Metrics for the affected crew, craft, and original period. The Carryover Hours field must be updated to reflect the amount of work being pushed into the target period. When you make crew assignments to unscheduled requirements, a reason code is required for some actions, such as assigning a crew in the current period, confirming metrics, and changing the period to next.

  Changing a period also affects related labor schedules. When you select the Assign Crew action, a period may be indirectly changed if the crew is changed. The following scenarios describe what would happen in each change period situation relative to an existing, individual schedule:

  • If you did not make assignments to the labor schedule rows in the task and the internal task status is not Work in Progress, then the affected rows will be updated with the new period.

  • If you made assignments to the labor schedule rows, procured the row, or the internal task status is Work In Progress, then the new schedule rows will be generated to reflect the change in period.

    In both situations, individual resources must be rescheduled by accessing the Work Order component or the Labor Assignment Workbench. If the carryover hours are different from the original period's duration, these hours will be equally distributed to the scheduled rows, and the remainder will be added to the last row.

  Note. You can only assign crews to rows in previous periods if the period is not the period before the current period. To assign a crew to a past period, you must select the Allow Override Metrics check box on the User Preferences, Maintenance Management page.

• Change Status

  Select to change the task status and access the Change Status page, where you can change the task status of the selected labor requirement rows. Optionally, you can add a note on the Change Status page about the change of status and select a Notify Scheduler check box to notify the scheduler about the change. If you selected multiple rows for the same task, the information passed on to the Change Status page only passes one row per task. However, the status change affects all of the rows associated with the task. The status change is updated in the Task Status field for the selected rows.

  Changing to another status in the Work Order task affects the fields in the Crew Scheduling Workbench. When you set the task status to Complete, these updates occur:

  • Carryover hours for all of the task's labor requirements are set to zero if they are not already zero.

  • The completed date for all of the task's labor requirements is set to the task's completion date for all rows with a blank Completed Date field and with carryover hours greater than zero.

  Note. When the carryover hours for all of the task labor requirement rows are zero, the system does not automatically update the task status to Complete.

• Confirm Metrics

  Select to update the Crew Schedule Status field for the selected rows to Schedule Confirmed. In past or current periods, you must select the Update Crew Schedule Metrics check box on the User Preferences - Maintenance Management page to enable a user to perform this action. The action only applies to rows with a Crew Schedule Status value of either Unplanned/Emergency or Scheduled. This action will update the confirmed schedule hours in the Crew Capacity grid. When you save the page, these changes are saved in the Crew Capacity Plan.

• Create Labor Schedules

  Select to create labor schedule rows on the Schedules page of the work order from the selected Labor Requirement rows. This action works the same as when you select the Copy from Requirements button in the work order, except that this action only applies to labor resources. This action creates labor schedule rows for labor requirements that are not yet copied or scheduled in the work order.

• Go to Labor Assignment WB

  Select to transfer to the Labor Assignments Workbench.

  See Using the Labor Assignment Workbench.

• Go to PM Projections

  Select to transfer to the Preventive Maintenance View Projection Summary component after you select a preventive maintenance projection Process Instance.

• Remove from Schedule

  Select to remove the selected rows from the schedule, thereby canceling the crew from the row and the period. If you select this action in a current or previous period, the system prompts you for a Reason Code and Description. If labor schedule rows that are based on the selected labor requirement rows exist in the work order and you select the Remove from Schedule action, then:

  • If you have not assigned labor schedule rows for the task or if the task status is not Work in Progress, then the labor schedule rows are not affected.

  • If you assigned the labor schedule rows for the task or if the task status is Work in Progress, then new labor schedule rows will be generated.

• Report Completed Date

  Select to update the Completed Date field and change the carryover hours for the selected rows to zero. After selecting the action, select the date that the task was completed. The primary purpose of selecting a completed date is to indicate in the system that the assignment was completed. You cannot update carryover hours or enter a completed date if the Crew Schedule Status for the row is Unscheduled.

• Update Carryover Hours

  Select to change the value in the Carryover Hours field of the selected rows. You can enter a number greater than zero in the field that appears. If you enter zero to update the carryover hours, a Completed date field appears because setting the carryover hours to zero indicates that the work was completed, which triggers the need to enter the completed date. You will receive an error if the selected rows are unscheduled and you enter carryover hours, a completed date, or both.

• Update Completed Man Hours

  Select to change the completed man hours for the selected rows to the value that you enter in the field associated with this action.

• Update Scheduled Hours

  Select to change the scheduled hours for the selected rows to the value that you enter in the field associated with this action. When you select the Scheduled Hours action and enter scheduled hours for the selected rows, the system updates the scheduled hours in the Crew Capacity grid as long as the crew, craft, and period in the selected rows also appear in the Crew Capacity grid. This action should issue an error if the rows are unscheduled. If the rows selected are confirmed, then the action should issue an error that does not allow this value to change.

Pages Used for Scheduling Crews

Using the Crew Schedule Search Page

Access the Crew Scheduling Workbench Search page. (Maintenance Management, Workbenches, Crew Scheduling Workbench.)

Use View	Select an existing saved view as your search criteria.
Save View	Click this button if you change the criteria in a view or create a view of new search criteria. If you modified an existing view, the system asks if you want to override the view. If this is a new view, the system saves the view with the new name that you enter in the Use View field.
Delete View	Click this button to delete the current view. The system asks if you are sure that you want to delete the view.
Clear	Click this button to clear all the field values in a view.
Search	Click this button after entering any required or additional search criteria. The system searches for and displays a crew capacity plan for the selected crew and period and displays any work orders in the workbench grids that are either scheduled or can be scheduled based on the criteria.
Return	Click this link to return to the workbench.

Crew Scheduling Search Criteria

Work Order Search Criteria

The fields in this group box are common to all work orders and work order tasks. Select the criteria to narrow your search for specific work orders. If you specify a shop, the system searches for the shop specified in the work order header information.

See Creating a Work Order.

Work Order Status and Priority Search Criteria

You can search for work orders based on selecting one or more user-defined work order task statuses that have an internal status of:

• Open

• On Hold

• Awaiting Schedule

• Scheduled

• Work in Progress

You can also select one or all of the work order priorities to use in your search.

See Defining Work Order Statuses.

Asset Information

Select the asset information to narrow your search to display work orders and work order tasks based on specific asset characteristics and attributes.

See Understanding Work Orders.

Sort By Search Criteria

Scheduling Crews to Multiple Work Orders

Access the Crew Scheduling Workbench page. (Maintenance Management, Workbenches, Crew Scheduling Workbench.)

Capacity for Crew

See Understanding Crew Capacity Planning.

Actions

This section describes each selected action and its relationship to the Crew Scheduling Workbench.

Defining the Crew Scheduling Workbench Crew Assignments Tab

Access the Crew Scheduling Workbench page, and select the Crew Assignments tab. (Maintenance Management, Workbenches, Crew Scheduling Workbench)

Work Order ID	Click this link to access this specific work order in the Work Order component.
Task No. (task number)	Identifies a task associated with each work order ID (display-only field).
Line No. (line number)	Identifies the labor requirement line number associated with this task (display-only field).
Priority	Displays the level of priority of the work order associated with this task (display-only field).
Task Descriptions	Click this link to access the WO Task Descriptions secondary page, which displays the work order ID, business unit, and task description. Note. Select the Full Description tab to view the full description entered in the work order and each task.
Task Status	Displays the current status of the work order task. You can change the status of each task line by selecting the row and selecting an action of Change Status.
Asset ID Description	Click this link to access the Asset Information page, which lists the characteristics and attributes of the asset along with a long description of the asset.
	Click this Warranties icon to display the Asset Warranties page, where you can create a warranty claim or apply a warranty template to the claim. This icon appears when an asset has active warranties. See Managing Warranty Claims.
	Displays this Hazardous icon if an asset is associated with any hazardous regulations (display-only field).
Craft	Identifies each craft assigned to a task row based on the work order labor requirements definition (display-only field).
Estimated Man Hours	Displays the labor requirement hours from the work order.
Crew	Select a crew to perform a crew assignment, if desired. This field is also changed when you select one or more rows, select the Assign Crew action, and select a different crew. If you select the Remove from Schedule action, this Crew field is blank.
Scheduled Hours	Enter or update the hours on the task that are scheduled for the selected crew. This field value is updated when you select one or more rows and select the Update Scheduled Hours action. Note. You must enter a positive value, which can exceed the estimated duration of the task. This field is available for entry as long as you do not select Report Completed Date for this row.
Carryover Hours	You can update the number of remaining hours that are still available to schedule for the crew. You can carry over these hours to the next period, if desired. You can also select one or more rows, and select the Update Carryover Hours action to update the carryover hours for each selected row. Note. You must enter a positive value, which can exceed the estimated duration of the task. This field is available until you mark the row completed using the Report Completed Date action. You must also have the Report Crew Carryover Hours check box selected for the user in the user preferences.
Completed Hours	Enter the number of hours that have been completed. These hours are usually reported by technicians. You can also select one or more rows and the Update Completed Hours action to update this field value.
Crew Schedule Status	Displays one of these values to indicate the current status of the crew schedule: Unscheduled This is the default value, which appears when a labor requirement row is generated. Unplanned/Emergency This value applies to a labor requirement row if a crew is assigned to the current or any past periods. Scheduled This value applies to a labor requirement row if a crew is assigned to any future periods (next, following, beyond). Schedule Confirmed This value applies to a labor requirement row when the metrics in the crew capacity plan are updated for this row upon selecting the Confirm Metrics action. See Understanding Crew Scheduling.

Defining the Crew Scheduling Workbench Resources Tab

Access the Crew Scheduling Workbench page, and select the Resources tab. (Maintenance Management, Workbenches, Crew Scheduling Workbench)

Change Shop for Crew	Click this link to access a secondary page to change the shop associated with the selected crew to another shop to which the crew is assigned. Important! If you change the shop for the crew at the task level, the cost and bill rates for these rows are still determined by the shop specified in the header of the work order.
Labor	Displays a Yes or No for each row, which indicates whether or not labor resources are scheduled for the selected work order task row. Clicking the link (Yes or No) takes you to the Schedules page and the Labor Schedules grid in the work order.
Inventory	Displays a Yes or No for each row, which indicates whether or not inventory parts are scheduled for the selected work order task row. Clicking the link (Yes or No) takes you to the Schedules page and the Inventory Schedules grid in the work order. Note. This field does not appear if PeopleSoft Inventory is not installed.
Purchase/On-Hand	Displays a Yes or No for each row, which indicates whether or not non-inventory and open description labor, material, and tools are scheduled to be purchased or are on-hand for the selected work order task row. Clicking the link (Yes or No) takes you to the Schedules page and the Purchase/On-Hand Schedules grid in the work order.
Tools	Displays a Yes or No for each row, which indicates whether or not tool resources are scheduled for the selected work order task row. Clicking the link (Yes or No) takes you to the Schedules page and the Tool Schedules grid in the work order.

Defining the Crew Scheduling Workbench Schedules Tab

Access the Crew Scheduling Workbench page, and select the Schedules tab. (Maintenance Management, Workbenches, Crew Scheduling Workbench)

The required start and end dates and times that appear for each craft are defined in the work order task labor requirements. They appear only in this grid.

Defining the Crew Scheduling Workbench Full Description Tab

Access the Crew Scheduling Workbench page and select the Full Description tab. (Maintenance Management, Workbenches, Crew Scheduling Workbench)

Defining the Crew Scheduling Workbench Rescheduling Tab

Access the Crew Scheduling Workbench page, and select the Rescheduling tab. (Maintenance Management, Workbenches, Crew Scheduling Workbench)

Reason	Enter a reason for rescheduling a crew assignment in this field. This field is only used if you reschedule a row and need to move the date into the Rescheduling History. Note. You set up reason codes in Set Up Financials/Supply Chain, Product Related, Maintenance Management, Setup, Crew Rescheduling Reason Codes.
Description	Displays the description associated with the selected reason.

Defining the Crew Scheduling Workbench Asset Information Tab

Access the Crew Scheduling Workbench page, and select the Asset Information tab. (Maintenance Management, Workbenches, Crew Scheduling Workbench)

This tab displays the asset information entered for the work order task.

Defining the Crew Scheduling Workbench Messages Tab

Access the Crew Scheduling Workbench page, and select the Messages tab. (Maintenance Management, Workbenches, Crew Scheduling Workbench)

The Messages tab is visible when you execute an action and one of the selected rows issues a message as a result of the action, or when you modify a field in a row. The system displays an error, warning, or information message icon in the selected row that has a message, and the message is described on the Message tab.

Using the Labor Assignment Workbench

This section provides an overview of the Labor Assignment Workbench and discusses how to:

• Use the Labor Assignment Workbench Search page.

• Determine employee availability.

• Perform assignment actions on multiple task rows.

• Define the Assignments tab of the Labor Assignment Workbench.

• Define the Schedules tab of the Labor Assignment Workbench.

• Define the Asset Information tab of the Labor Assignment Workbench.

• Use the Full Description tab of the Labor Assignment Workbench.

• Define the Distributions tab of the Labor Assignment Workbench.

Understanding the Labor Assignment Workbench

The Labor Assignment Workbench is typically used to assign technicians to tasks that have been previously scheduled to crews using the Crew Scheduling Workbench. The workbench enables you to view the availability and load of each crew member for each day of the schedule period and allocate the workload appropriately to multiple work orders and their associated tasks at one time. As you assign crew members to tasks, the Availability tab is automatically updated with these changes. In addition, you are not limited to assigning crew members to work order tasks. You can also assign technicians to non-crew related work orders, as well as assign a technician who is not assigned to a crew to a crew scheduled work order. When you save the assignments on the workbench, the system updates the labor schedule rows in the work order and updates each technician's resource calendar with the new assignments.

You are not required to use the Labor Assignment Workbench to assign technicians associated with a crew to tasks. You can also make these assignments by accessing a single work order using the Work Order component. However, the Labor Assignment Workbench streamlines the scheduling process and enables you to maximize resource utilization.

To use the Labor Assignment Workbench for non-crew scheduled work orders, you must first create labor schedules for each work order.

The Labor Assignment Workbench consists of:

• A search page, which enables you to search for work order labor schedules within a schedule period.

• A resource availability tab, which shows the availability and load of each crew member (crew scheduled) or shop resource (non-crew scheduled) for each day of the schedule period.

• The workbench, which lists the work order labor schedule lines requiring technician assignments.

  You can perform mass updates to the workbench grid by applying various actions to selected rows, or you can update the grid manually, the same way you update the labor schedules grids in the work order.

The Availability tab takes into account the employee's shift and availability and considers the schedule dates and total available hours each day based on the resource's calendar. Refreshing the tab after making changes to the labor schedule assignments updates each employee's displayed availability but does not adjust the start and end dates and times on the labor schedules. Saving the page updates each affected Resource Schedule with the assignments and adjusts the start and end dates and times as needed. Making assignments on this workbench follows the same rules and performs the same updates to the system as does making the assignments in the work order component.

The following examples show how the Availability tab changes as assignments are made. Each example is for the employee John Clark, who:

• Works Monday through Friday.

• Works a shift from 8 a.m. to 12 p.m. and from 1 p.m. to 5 p.m.

Labor Assignment Example 1

Based on the initial Availability tab, which indicates the number of hours not assigned to John Clark, he is free every day between 12 noon. and 6 pm.

John's supervisor assigns him to Task/Line #: WO002/1 scheduled from 1/2/06 10:00 a.m. to 1/3/06 5:00 p.m. with a duration of 10 hours.

The system creates these entries on his calendar:

• 1/2/06 10:00 a.m. to 12:00 p.m. (2 hours)

• 1/2/06 01:00 p.m. to 05:00 p.m. (4 hours)

• 1/3/06 08:00 a.m. to 12:00 p.m. (4 hours)

This table shows the results of refreshing the Availability tab based on this assignment:

Labor Assignment Example 2

Assumption: John Clark is assigned a task on 1/3/06 from 10:00 a.m. to 12:00 p.m. The rest of the days in the week, he is available.

John's supervisor attempts to assign him to Task /Line #: WO002/1, which is scheduled from 1/2/06 10:00 a.m. to 1/3/06 5:00 p.m. Task duration is 10 hours.

However, the system issues an error message because two hours in the morning of 1/3/06 are already assigned. To correct this problem, the supervisor selects the Overbooking check box, which enables him to assign the additional two hours.

The system creates these entries on John Clark's calendar:

• 1/2/06 10:00 a.m. to 12:00 p.m. (2 hours)

• 1/2/06 01:00 p.m. to 05:00 p.m. (4 hours)

• 1/3/06 08:00 a.m. to 12:00 p.m. (4 hours)

This table shows the results of refreshing the Availability tab based on this assignment:

Labor Assignment Example 3

John Clark's supervisor attempts to assign him to these five tasks, which start on the same day:

• Task/Line # WO002/1: scheduled from 1/2/06 8:00 a.m. to 1/3/06 5:00 p.m. Task duration is 10 hours.

• Task/Line # WO002/2: scheduled from 1/2/06 8:00 a.m. to 1/3/06 5:00 p.m. Task duration is 12 hours.

• Task/Line # WO002/3: scheduled from 1/2/06 8:00 a.m. to 1/3/06 5:00 p.m. Task duration is 8 hours.

• Task/Line # WO002/4: scheduled from 1/2/06 8:00 a.m. to 1/3/06 5:00 p.m. Task duration is 8 hours.

• Task/Line # WO002/5: scheduled from 1/2/06 8:00 a.m. to 1/3/06 5:00 p.m. Task duration is 8 hours.

The supervisor receives an error message that John has a scheduling conflict. To correct this problem, the supervisor selects the Overbooking check box, which enables him to assign John Clark to the work order task with these entries on John Clark's calendar:

• Task/Line # WO002/1

  • 1/2/06 8:00 a.m. to 12:00 p.m. (4 hours)

  • 1/2/06 1:00 p.m. to 5:00 p.m. (4 hours)

  • 1/3/06 8:00 a.m. to 10:00 a.m. (2 hours)

• Task/Line # WO002/2

  • 1/2/06 8:00 a.m. to 12:00 p.m. (4 hours)

  • 1/2/06 1:00 p.m. to 5:00 p.m. (4 hours)

  • 1/3/06 8:00 a.m. to 12:00 a.m. (4 hours)

• Task/Line # WO002/3

  • 1/2/06 8:00 a.m. to 12:00 p.m. (4 hours)

  • 1/2/06 1:00 p.m. to 5:00 p.m. (4 hours)

• Task/Line # WO002/4

  • 1/2/06 8:00 a.m. to 12:00 p.m. (4 hours)

  • 1/2/06 1:00 p.m. to 5:00 p.m. (4 hours)

• Task/Line # WO002/5

  • 1/2/06 8:00 a.m. to 12:00 p.m. (4 hours)

  • 1/2/06 1:00 p.m. to 5:00 p.m. (4 hours)

Important! The Availability tab, like the PeopleSoft Resource Management calendar, allows overbooking up to the shift total (8 hours) each day for each task. The system does not limit the total number of overbooked hours for all tasks each day.

Refreshing the Availability tab based on this assignment:

Note. Typically, a supervisor will not allow this much overbooking for one day. This scenario is an example of how a supervisor can move past the error by selecting overbooking. Instead, a supervisor might adjust the assignments to encompass the entire period.

Labor Assignment Example 4

John Clark is assigned two tasks spanning the entire period of one week:

• Task/Line # WO002/1: scheduled from 1/2/06 8:00 a.m. to 1/6/06 5:00 p.m. Task duration is 10 hours.

• Task/Line # WO002/2: scheduled from 1/2/06 8:00 a.m. to 1/6/06 5:00 p.m. Task duration is 12 hours.

If the scheduler does not select overbooking, then John Clark will be assigned to the tasks, and these entries will be added to his calendar:

• Task/Line # WO002/1

  • 1/2/06 8:00 a.m. to 12:00 p.m. (4 hours)

  • 1/2/06 1:00 p.m. to 5:00 p.m. (4 hours)

  • 1/3/06 8:00 a.m. to 10:00 a.m. (2 hours)

• Task/Line # WO002/2

  • 1/3/06 10:00 a.m. to 12:00 p.m. (2 hours)

  • 1/3/06 1:00 p.m. to 5:00 p.m. (4 hours)

  • 1/4/06 8:00 a.m. to 12:00 p.m. (4 hours)

  • 1/4/06 1:00 p.m. to 3:00 p.m. (2 hours)

Refreshing the Availability tab based on this assignment:

Pages Used by the Labor Assignment Workbench

Using the Labor Assignment Workbench Search Page

Access the Labor Assignment Workbench Search page. (Maintenance Management, Workbenches, Labor Assignment Workbench, Labor Assignment Workbench)

The Labor Assignment Workbench Search page is similar to the Crew Scheduling Workbench Search page.

Determining Employee Availability

Access the Availability grid on the Labor Assignment Workbench page. (Maintenance Management, Workbenches, Labor Assignment Workbench, Labor Assignment Workbench)

Business Unit	Select a business unit to override the default business unit. The default business unit is derived from the Labor Assignment Workbench Search criteria.
Shop	Select a shop to override, if necessary, the default shop. The default shop is derived from the Crew Scheduled Labor Assignment Workbench Search criteria if the Crew Scheduled View Mode is selected. Alternatively, the default shop is derived from the Non-Crew Scheduled Labor Assignment Workbench Search criteria if the Non-Crew Scheduled View Mode is selected.
Crew	Select a crew to override, if necessary, the default crew value, which is derived from the Crew Scheduled Labor Assignment Workbench search criteria. Initially, only the crew resources appear on this page. However, you can clear the crew ID in this field and click the Go button to list all shop resources. Note. If the search criteria is Non-Crew Scheduled, then this field does not appear.
Craft	Enter a craft or select a craft to override, if necessary, the default craft value, which is derived from either the Crew Scheduled or Non-Crew Scheduled Labor Assignment Workbench Search criteria. When you click the Go button, the system displays only the employees assigned to the selected shop for that craft. This field is optional.
Employee ID	Select a specific employee to check the availability of only that person. You can select any employee, as long as the employee is assigned to a shop.
Go	Click this button to refresh the Availability grid with any changes to the search fields listed previously. Only the Business Unit and Shop fields are required search fields. This button allows you to change the resource search criteria to either refine the list of resources within the shop and crew selected for scheduling or to view resource availability in other shops and crews.

Availability Grid

The number of tabs depends on the number of days in the period, and periods are divided into weeks. You can see from one to five weekly tabs, depending on the scheduling period. The metrics in this grid show the availability and load of each crew member for each day of the schedule period. Assigning employees to selected rows in the workbench or changing the schedule dates or hours in those rows automatically refreshes the Availability grid.

Performing Assignment Actions on Multiple Task Rows

Access the Labor Assignment Workbench page, which displays after performing a search. (Maintenance Management, Workbenches, Labor Assignment Workbench, Labor Assignment Workbench)

Defining the Assignments Tab of the Labor Assignment Workbench

Access the Labor Assignment Workbench page, and select the Assignments tab. (Maintenance Management, Workbenches, Labor Assignment Workbench, Labor Assignment Workbench)

Task No. (task number)	Identifies the task number associated with the work order ID to which an employee is assigned.
Line No. (line number)	Identifies the line (row) number of the labor schedule in the work order to which an employee is assigned.
Task Status	Displays the current work order task status. This field is updated if you select the Change Status action for one or more selected rows.
Craft	Displays the craft associated with the labor schedules for this task line in the work order.
Employee ID	Select the employee (resource) that you want to assign to this row. Alternatively, select one or more rows and then select the Assign Resource action and an employee ID to update the selected rows. Note. The employee must be set up as a resource in a shop.
Hours	Change the hours that the selected employee will work on this task from the default hours, which are derived from the labor requirements and labor schedules in the work order.
Shop	Displays the shop associated with the employee when you select an employee ID.
Shift	Displays the shift associated with the employee in the shop when you select an employee ID.
Overbook	Select this check box to enable manual overbooking of the labor schedule row. This field is controlled by the Overbooking Resources group box on the Shop Definition page. If the Require Manual Override field in the shop is not selected, then this field is not available for selection in this Workbench - Assignment grid and overbooking is always allowed. If the Require Manual Override field is selected, then this check box becomes available for selection in this Workbench - Assignment grid and the user controls overbooking.

Important! If you see an informational, warning, or error message icon on one or more of the selected rows, select the Message tab that appears and read the message associated with the icon. This Message tab works the same way that it does in the Crew Scheduling Workbench.

See Understanding Crew Scheduling.

Defining the Schedules Tab of the Labor Assignment Workbench

Access the Labor Assignment Workbench page, and select the Schedules tab. (Maintenance Management, Workbenches, Labor Assignment Workbench, Labor Assignment Workbench)

Asset Description	Click this link to access the Asset Information page, which describes the characteristics (type, subtype, manufacturer ID, model) of the asset selected for the work order task. Other information includes the AM business unit, asset ID, serial number, tag number, asset criticality, and if the asset is a component of another asset.
Task Scheduled Start Date/Time	Displays the date and time the task on the work order was scheduled to start.
Task Scheduled End Date/Time	Displays the date and time the task on the work order was scheduled to end.
Scheduled Start	Select a new start date for a row. You can also select one or more rows and select the Change Scheduled Start Dt/Tm action to update this field and the Start Time field.
Start Time	Enter a new start time for a row. Selecting the Change Scheduled Start Dt/Tm action also updates one or more selected rows.
Scheduled End	Select a new end date for a row. You can also select one or more rows and select the Change Scheduled End Dt/Tm action to update this field and the End Time field.
End Time	Enter a new end time for a row. Selecting the Change Scheduled End Dt/Tm action also updates one or more selected rows.

Note. If the labor schedules are associated with a crew, the default values that appear in these fields are derived from the crew scheduled start and end dates and times. If the labor schedules are associated with a non-crew scheduled work order, the default values are derived from the task scheduled start and end dates and times in the work order.

Defining the Asset Information Tab of the Labor Assignment Workbench

Access the Labor Assignment Schedule page, and select the Asset Information tab. (Maintenance Management, Workbenches, Labor Assignment Workbench, Labor Assignment Workbench)

Asset Location	Displays the location of the asset associated with the task.
Asset Area	Displays the asset area of the asset associated with the task.
Asset Criticality	Displays the level of criticality of the asset associated with the task.
Warranty	Click this link to access the Asset Warranties page if the asset associated with the task has any warranties. You can add warranties and use this information to create warranty claims for this asset based on this task by accessing Maintenance Management, Warranty Claim, Generate Claim. See Managing Warranty Claims.
Work History	Click this link to view the Work History page for the asset associated with the task.
Asset's Calendar	Click the calendar icon to access the calendar for the asset associated with this task. The calendar displays the availability of the asset.

Using the Full Description Tab of the Labor Assignment Workbench

Access the Labor Assignment Workbench page, and select the Full Description tab. (Maintenance Management, Workbenches, Labor Assignment Workbench, Labor Assignment Workbench)

Defining the Distributions Tab of the Labor Assignment Workbench

Access the Labor Assignment Workbench page, and select the Distributions tab.

Distributions

Click this link to display the Labor Distributions page. You can modify the assigned values, if necessary. Note. This tab appears if the View and Update Task Accounting check box is selected on the User Preferences - Maintenance Management page for the user. See Setting Up ChartField Distributions for PeopleSoft Maintenance Management. See Defining PeopleSoft Maintenance Management User Preferences.

Using Crew Schedule Metrics

This section discusses how to:

• Review adjusted crew schedule metrics.

• Review system crew schedule metrics.

• Use the Crew Schedule Compliance Revision page.

Pages Used to Use Crew Schedule Metrics

Reviewing Adjusted Crew Schedule Metrics

Access the Crew Schedule Metrics page, and select the Adjusted Metrics tab. (Maintenance Management, Crew Schedule, Crew Schedule Metrics)

You must select the business unit, shop, and period start date range, and click the Search button to display data on the Crew Schedule Metrics tabs. Select a crew, if more than one crew is associated with the shop, to display their schedule metrics.

Reviewing System Crew Schedule Metrics

Access the Crew Schedule Metrics page, and select the System Metrics tab. (Maintenance Management, Crew Schedule, Crew Schedule Metrics)

Completed Scheduled Hours	Displays the credit given for any completed scheduled tasks for the schedule period. This credit is equal to the assigned hours for the task. If the task was not scheduled for the schedule period, then the completed scheduled hours equal zero. An authorized users runs the Maintenance Schedule Completion Metrics Report process, which updates this field. Users authorized to perform this action must be set up in the User Preferences - Maintenance Management page.
Completed Unplanned Hours	Displays the total number of hours that the crew spent to complete unplanned work order tasks during the scheduling period. Note. This figure accounts for only completed unplanned work. If the work is not completed (100 percent complete), it is not added to this field. The completed hours entered by users on the Crew Scheduling Workbench determines the value of the completed unplanned hours.
Completed Hours	Displays the number of hours credited to a completed (planned or unplanned) task for the schedule period. The credit equals the scheduled hours for the task. The Maintenance Schedule Completion Metrics Report Process updates this field when you select the Update Schedule Metrics check box and run the process.
Carryover Hours	Displays the total hours remaining for all of the scheduled work order tasks that the crew could not complete within the scheduled period.

Using the Crew Schedule Compliance Revision Page

Access the Crew Schedule Compliance Revision page. (Maintenance Management, Crew Schedule, Crew Schedule Metrics)

Details Tab

When you click the Period Start Date link or the Update Metrics link on the Crew Schedule Metrics Adjusted Metrics tab, the Crew Schedule Compliance Revision page displays the Details tab. This tab provides a detailed breakdown of the Crew Schedule Metrics Adjusted and System Metrics information by craft. You can update the adjusted completed scheduled hours and the adjusted completed hours values if you are authorized (that is, if the Update Crew Schedule Metrics check box is selected for your user ID on the User Preferences - Maintenance Management page. If it is not selected, these fields are unavailable for update.)

Last Updated Tab

This tab displays the name of the user, and the date and time that the adjusted completed scheduled hours and the adjusted completed hours were updated for each craft. Once users have updated these values, if you run the Schedule Maintenance Completion Report process and select the Updating Schedule Metrics Option, the system will not override these updated values.

Completion Charts

The system provides two charts that display the data.

Reviewing Crew Rescheduling History

This section discusses how to update the rescheduling history for a crew.

Pages Used to Review the Crew Rescheduling History

Updating Reschedule History for a Crew

Access the Rescheduling History page. (Maintenance Management, Crew Schedule, Reschedule History)

At a minimum, you must enter the business unit, shop, and period start date and click the Search button to display all of the work order tasks, which were rescheduled for a crew in the Craft Reschedule History grids. The search field enables you to narrow your search.

Crew Reschedule History Details Grid

The Details tab has a grid that lists the details of work order tasks assigned to a crew that were rescheduled. It also shows the reason codes and the descriptions for the rescheduling action.

Craft Reschedule History Crew Schedule Grid

Select the Crew Schedule tab on the Rescheduling History page to review the crew schedule status, scheduled hours, crew completed hours, and carryover hours for a rescheduled task.