Creating a Work Order

To create a work order use either the:

Work Order (WM_WO) component.
Express Work Order (WM_WO_WR) component.

This section discusses how to:

Define work order header information.
Search for an asset.
Add notes to work orders.
Create attachments.
Search for job templates.
Copy to a new work order

Pages Used To Create a Work Order

Page Name	Definition Name	Navigation	Usage
Express Work Order	WM_WO_WR	select Maintenance Management, then select Work Order Management, then select Express Work Order	Create an very basic work order quickly.
Work Order	WM_WO_HDR	select Maintenance Management, then select Work Order Management, then select Work Order	Identify the key information describing what is to be done with which resources, to which asset, when, why, and how.
Mobile Tasks Pending	WM_EIP_STAT_SEC	Click the Mobile Updates Pending link on the Work Order page. (This link only appears if PeopleSoft Maintenance Management is integrated with a third-party mobile device.)	Update work order task data that is retrieved from third-party mobile devices that are integrated with PeopleSoft Maintenance Management Web Services.
Work Order Status History	WM_WOSTATUS_SEC	Click the As of date link on the Work Order page.	Display the status history of the work order, the date that the status was updated, and the user who created a change in the work order that resulted in the work order header status change.
Work Order Approval	WM_WO_APPR	Click the Preview for Approval button in the work order.	Once you submit a work order for approval, click the Approval History link to view the status of the approval process.
Work Order Attachments	WM_WO_ATTACH	Click the Attachments link on the Work Order page. Click the Attachments link on the Requirements page. Click the Attachments link on the Schedules page.	Attach a document to a work order or work order task.
Work Order Supplemental Data	WM_WOHDR_SD_SEC	Click the Supplemental Data link on the Work Order page. Click the Supplemental Data link on the Requirements page. Click the Supplemental Data link on the Schedules page.	Enter values for supplemental data fields that the organization has created for use on work orders.
Notes	WM_WO_NOTES	Click the Notes link on the Work Order page.	Add notes about the work order.
Notes	WM_TSK_NOTES	Click the Notes link on the Requirements page. Click the Notes link on the Schedules page.	Add notes about the work order task.
Work Order History for Asset	WM_ASSETWO_SEC	Click the Work Order History link on the Work Order page. Click the Work Order History link on the Requirements page. Click the Work Order History link on the Schedules page.	View a history of the work order created, completed, and closed for the specified asset.
Asset Search	WM_ASSET_SRCH_SEC	Click the Asset Advanced Search icon next to the Asset ID.	Enter search criteria and click the Search button to display a list of assets that fall within the entered criteria.
Asset Information	WM_WO_ASSET_SEC	Click the Search button on the Asset Search page. Click the Asset Details link on the Work Order page.	Displays detailed asset information such as the asset type, asset subtype, manufacturer ID, and model.
Classification and Status	WM_WO_ASSET_SEC	Click the Search button on the Asset Search page and select the Classification and Status tab.	Displays the asset classification characteristics, status, and criticality based on the criteria entered on the Asset Search page.
Asset Component Hierarchy	WM_AM_HGRID	Click the Asset Component Hierarchy icon on the Asset Search page (WM_ASSET_SRCH_SEC). Click the Asset Component Hierarchy icon on the Asset Information page (WM_WO_ASSET_SEC)	View the asset component hierarchy.
ESRI Map	ESRI_MAP_PG	Click the Map It button on the Work Order page of the Work Order component. (Button is displayed only if ESRI integration is implemented.) Click the Map It icon on the Additional Asset Information tab of the Work Order Tasks grid on the Work Order page. Click the Map It button on the Requirements page of the Work Order component. (Button is displayed only if ESRI integration is implemented.) Click the Map It button on the Schedules page of the Work Order component. (Button is displayed only if ESRI integration is implemented.)	Locates selected work order tasks on an ESRI map.
Maintenance History by Type	ASSET_MAINT_SUM_01	Click the Asset Maint. History link on the Work Order page. Click the Asset Maint. History link on the Requirements page. Click the Asset Maint. History link on the Schedules page. select Asset Management, then select Service and Maintenance, then select Review Maintenance History Maintenance Management, Inquiries, Asset Maintenance History	View the asset maintenance history based on the type of maintenance performed on the asset.
Asset Warranties	ASSET_WARRANTY	Click theActive Asset Warranties icon on the Work Order page. Click the Asset Warranties icon on the Requirements page. Click the Asset Warranties icon on the Schedules page. select Asset Management, then select Service and Maintenance, then select Asset Warranties	Display the asset warranties associated with an asset specified in the work order. If a warranty does not exist, users with update access to the page can create an asset warranty for this asset, using a warranty template if desired.
Search for Asset Warranty Templates	AM_WTMPL_SRH	Click the Apply Warranties from Template link on the Asset Warranties page.	Search and select an asset warranty template to apply to the Asset Warranties page to create a new warranty for an asset.
Job Template Search	WM_JRL_JT_SRCH_SEC	select Click the Job Template link on the Work Order page.	Search for a job template to associate with this work order.
Personal Data	WM_PERSON_DATA_SEC	Click a selected supervisor or contact name link on the Work Order page. Click a selected supervisor or contact name link on the Requirements page. Click a selected supervisor or contact name link on the Miscellaneous page.	Enables a user to view a selected employee's contact information.
Scheduler Information	WM_SCHEDULER_SEC	Click a selected scheduler's name link on the Work Order page. Click a selected scheduler's name link on the Requirements page. Click a selected scheduler's name link on the Miscellaneous page.	Enables a user to view the selected scheduler's shop, employee ID, and shift information.
Copy Work Order	WM_WO_COPY_SEC	Click the Copy to New Work Order button on the Work Order page.	Copy existing work order data to a new work order.
Work Order Failure Tracking	WM_WO_FAIL_TRACK	Click the Failure ID – Add link on the Work Order Tasks – Problem Reporting grid on the Work Order page. Maintenance Management, Work Order Management, Work Order Failure Tracking, Work Order Failure Tracking	Define failure information for an asset selected for a work order task You must select an asset for this link to appear.
Task Status History	WM_TASKSTATUS_SEC	Click the Task Status link on the Work Order Failure Tracking page to review the Task Status History page.	Review the status history of a specific work order task.
Failure Causal Parts	WM_WO_FAILCAUS_SEC	Click the Add link in the Causal Parts grid on the Work Order Failure Tracking page.	Add comments concerning the parts or assets that caused the failure.
Enter Meter Reading	WM_FTRK_METER_ADD	Click the Add link on the Meter Reading grid on the Work Order Failure Tracking page.	Enter the current meter reading to display any change from the last meter reading for the failed asset.
Prior Meter Reading	WM_FTRK_METER_ADD2	Click the Add link on the Meter Reading grid on the Work Order Failure Tracking page.	Review any prior meter readings of the meter associated with the selected asset.
Meter Reading Comments	AM_MTR_RD_CMT2	Click the Comments link in the Meter Readings grid of the Work Order Failure Tracking page.	Review any comments concerning the meter readings.

Work Order Page

Use the Work Order page (WM_WO_HDR) to identify the key information describing what is to be done with which resources, to which asset, when, why, and how.

Navigation

select Maintenance Management, then select Work Order Management, then select Work Order

Image: Work Order page

This example illustrates the fields and controls on the Work Order page. You can find definitions for the fields and controls later on this page.

Work Order

If the selected business unit indicates auto-numbering, then the system assigns the NEXT number after the last Work Order ID created. If auto-numbering is not selected for the business unit, you can enter a number manually.

Description

Enter a description of the problem being addressed by this work order. This description automatically defaults to the description field for the first work order task on the Requirements page of the work order. You can override this description on the Requirements page and enter a description that describes the specific work to be performed for the task. If you override this description for a work order task, this description on the Work Order page will not change.

Note: To insure that a description of the work order problem and a description of the work to be performed for each task are entered, you can enter the problem description in the Description field on the Work Order page, and a description of the work to be performed for each task in the Description field on the Work Order Tasks grid at the bottom of the Work Order page.

Created On and Created By

Once a new work order is saved, these fields display the date and time that the work order was created and the name of the user who created the work order.

Mobile Updates Pending

Click this link to update the work order tasks that have had any data sent from to a third-party mobile device.

Note: This link only appears if you have integrated a third-party mobile device with PeopleSoft Maintenance Management Web Services and selected the Enable Integration Enabled check box for the business unit used to create this work order.

See Mobile Web Services Integration.

Required Start and End

Select the date that you want this work order to start and end. The current system date appears as the default date in these fields, which you can override.

Status

Identifies the overall work order status. The work order status reflects the most outstanding status of the work order task statuses. You cannot directly change this work order header status.

As of mm/dd/yyyy (as of month/day/year)

Click this link to access the Work Order Status History page, which describes the status of the work order, the date it was updated, and the name of the person who updated it.

Duration

Enter the number of hours and fractions of an hour needed to complete the entire work order. This field is informational only.

Note: The duration value is not exported to MicroSoft Project. Instead MicroSoft Project calculates the duration based on the start and end dates of the work order and tasks.

Work Order Type

Displays the default value from the value entered on the Work Order - Add a New Work Order page. This is the tentative user-defined value for the type of work order you are creating. Typical work order types could be: CORR (corrective maintenance), Capital (capital), and PM (preventive maintenance). You can override this value.

Note: You cannot change this work order type value after scheduling resources for a task.

Service Request Unit

Click to select a service request business unit to enable you to associate a service request with this work order. This field may already contain a value if:

This work order was created from a service request. The business unit value from that service request displays here.
The service request was created from an application, such as a help desk application, that is external to PeopleSoft Maintenance Management. This information is display-only.

Priority

Displays the default value from the value entered on the Work Order - Add a New Work Order page. This is the tentative level of urgency for this work order.

Note: You can override this value.

Service Request and By

Select or enter a service request number. The By field contains the name of the person entered in the Requested By field in the service request. This could be the name of the agent or the original requester, depending who entered the service request. This person is automatically notified when a work order is completed or cancelled.

Shop

Displays the default value from the value entered on the Work Order - Add a New Work Order page. This is the tentative primary shop. You can override this field.

Note: You cannot change this shop value after scheduling resources for a work order task.

PM Schedule ID (preventive maintenance schedule ID)

Identifies the preventive maintenance schedule, which was used to generate this preventive maintenance work order. If this is not a preventive maintenance work order, this field does not display.

Approval Status

If the work order business unit, shop definition, or work order type indicate that this is a pre-approved work order, the defaulting approval status is Approved. However, if the work order business unit, shop definition, or work order type indicate that this work order must be approved, then the value in this field is determined by the current status of the approval process, which includes:

Initial.
Pending Approval.
Approved.
Denied.
Canceled.

Note: If work order header status is canceled, work order approval is not invoked.

Approval History

Click this link, which displays after you run the Approval process for this work order, to access the Work Order Approval page, which displays the steps in the approval process.

Attachments

Click this link to access the Work Order Attachments page. If a service request is associated with this work order, you can view any of the attachments added when the service request was created.

Supplemental Data

Click this link to access the supplemental data that you set up for the work order header. The contents that display in this page are entirely dependent on how you set up the supplemental data. You set up supplemental data to extend the information stored for an object without modifying that object's base record (table). Objects, include records, pages, and components, which must be specifically configured to accept supplemental data.

Notes

Click this link to access the Work Order Notes page.

Approval Preview and Submit for Approval

Click the Approval Preview button and the Submit for Approval button to access the Work Order Approval page.

See Understanding the Work Order Approval Process.

Asset Information

This asset information is applicable to the entire work order and is optional.

AM Business Unit (Asset Management business unit)

Select the business unit associated with the asset to be worked on based on this work order. If a default asset business unit value displays in the field, it is derived from user preferences.

Area ID

Select the specific area in which this asset is located. This value is set up in the PeopleSoft Asset Management asset repository.

Asset Criticality

Identifies how critical this asset is to the organization. This value comes from the PeopleSoft Asset Management asset repository.

Asset ID

The field name displayed is based on the set up in the work order business unit. The field's name could be Asset ID, Tag Number, Serial ID, or VIN (vehicle identification number).

Asset Location

Enter the location of this asset or click the Search icon to display a list of locations and select the location of this asset.

Map It

Click this button to access the ESRI map for the asset associated with this work order.

Note: This button appears only if ESRI integration is selected for the work order business unit that is associated with this work order.

Once you access a map, the work order business unit, work order ID, and Task ID display as a marker for the selected work orders on the map. When you click the marker, these details concerning the work order display:

Work Order Business Unit (in label)
WO ID (in label)
Task ID (in label)
Description
Shop
Priority
Service Group
Work Order Type
Task Status

Note: You can also access a work order location on an ESRI map from the Additional Asset Information tab on the Work Order Tasks grid on the Work Order page, the Requirements page and Schedules page of the Work Order component, the Work Order Workbench, and the Technician Workbench.

Click this button to access any warranties in PeopleSoft Asset Management that apply to this asset. Indicates that there are warranties associated with the selected asset.

Click this button to access the Asset Information/Details page for information concerning the hazardous implications of the selected asset. The asset is defined as a hazardous waste asset in PeopleSoft Asset Management.

Asset Location

Select the current location of the selected asset.

Important! When you enter the asset business unit and ID, the default location is derived from the asset repository. However, you can change the location to indicate that the asset is currently in a different location. For this reason the location is not validated against the asset when the work order is saved.

View Work History

Click this link to view the Work Order History for Asset page. This page lists the work orders, their descriptions, statuses, and required, completed, and closed dates that were created for this asset.

Asset Details

Click this link to view the Asset Information page, which provides additional details about the asset such as the asset type, asset subtype, manufacturer ID, and model.

Asset Maint. History (asset maintenance history)

Click this link to access a second window to review the Review Maintenance History component in PeopleSoft Asset Management, which enables you to view the Maintenance History by Type page.

This page enables you to view the description of the maintenance, the date and time of the maintenance events, the technician who performed the maintenance, the cost of the maintenance, the work order business unit, work order ID, and task ID.

Job Templates

Click this link to access the Job Template Search page, which enables you to search for a job template to apply to the work order.

See Understanding Service Request and Work Order Statuses.

See Work Order Business Unit Defaults and Default Hierarchies.

See Understanding Service Request Creation and Use.

See Work Order Priority Page.

See Understanding Labor and Tools Resource Setup and Maintenance.

See Understanding the Work Order Approval Workflow Architecture.

See Understanding the Work Order Approval Process.

See Work Order Attachments Page.

See Understanding Supplemental Data.

Work Order Tasks

When a work order is created, one task is automatically created. This grid displays all the tasks and their details associated with this work order. If you copy a job template to a work order, the tasks copied from the template are listed here. You can add a task to this grid by adding a new row, however, you can access the Requirements page to define resources for each task, and access the Schedules page to schedule the resources for the task.

The Asset Description hyperlink allows you to view the outstanding work orders for the Asset ID. If you click on the link, a new window for the work order or technician workbench is displayed. You can then use the search functionality on this page to see if duplicate work orders exist.

When you select and save an asset for a work order or work order task, you can click the Failure ID Add link to access the Work Order Failure Tracking page and describe the detail failure information concerning the asset. This activity is optional.

Note: Typically, if you are going to define resource requirements for one or more tasks, you set up the task and define the requirements on the Requirements page. If you are not going to define requirements, you can set up one or more tasks on the Schedules page and schedule the resources. You can also add tasks from the Actuals page. If the work order requires approval, the Schedules and Actuals tabs do not display.

The fields used to create a work order task, which appear on the tabs of this Work Order Tasks grid, are defined in detail in the section Creating Work Order tasks. The fields used to define labor, inventory, purchase/on-hand, and tool resources are described in detail in the Defining Work Order Task Requirements set of topics.

Asset Search Page

Use the Asset Search page (WM_ASSET_SRCH_SEC) to enter search criteria and click the Search button to display a list of assets that fall within the entered criteria.

Navigation

Click the Asset Advanced Search icon next to the Asset ID.

Image: Asset Search page

This example illustrates the fields and controls on the Asset Search page. You can find definitions for the fields and controls later on this page.

Search Criteria

Select the criteria to narrow your search for an asset using these fields:

Tag Number
Serial ID
Asset ID
AM Business Unit (this field usually contains a default value from the work order.)
Description
Location
Area ID
Asset Criticality
Asset Type
Asset Subtype
Manufacturer
Model
Asset Status (default value isIn Service).
Supplemental Data Criteria

Click this link to access any supplemental data search criteria that has been set up for an asset type, subtype, manufacturer ID, and model.
Linear Asset

Select this check box to identify this asset as one that has coordinates for its start and end points, for example, a train track, a pipeline, or a roadway. You can override this option from the basic component when adding or updating assets.

Click this button to display a list of assets meeting your search criteria.

Search Results

Asset Information

The asset information tab contains these fields:

Asset ID
Description
Hierarchy

If you set up an asset hierarchy for an asset in PeopleSoft Asset Management, a Hierarchy icon appears in the Search Results. Click this icon to access the Asset Component Hierarchy page in PeopleSoft Maintenance Management, which displays the asset and any associated components. You can view the component hierarchy of the asset and the asset components that comprise the hierarchy from the Asset Component Hierarchy page. Just like the Advanced Asset Search page you can select any asset that is displayed in the hierarchy returning the selected asset to the work order page from which you originated the asset search.
Location
Area ID
Business Unit
Tag Number
Serial ID

Work Order Attachments Page

Use the Work Order Attachments page (WM_WO_ATTACH) to attach a document to a work order or work order task.

Navigation

Click the Attachments link on the Work Order page.
Click the Attachments link on the Requirements page.
Click the Attachments link on the Schedules page.

Image: Work Order Attachments page

This example illustrates the fields and controls on the Work Order Attachments page. You can find definitions for the fields and controls later on this page.

Description

Enter a brief description of each attachment.

Click this icon to enable you to search for an attachment such as a drawing, diagram, or other type of document that is needed for the construction, service, or repair of the selected asset.

Work Order Notes Page

Use the Notes page (WM_WO_NOTES) to add notes about the work order.

Navigation

Click the Notes link on the Work Order page.

Image: Work Order Notes page

This example illustrates the fields and controls on the Work Order Notes page. You can find definitions for the fields and controls later on this page.

New Note

Enter a subject for the note and then the note. Click the Save button to save the note.

The check boxes on the left of the notes are used for selecting which notes are sent when you click the Send to Scheduler button on the page. The note is available in the Work Order Workbench for the scheduler identified in the work order.

Note: You must set up an email address in the selected scheduler's user profile for the Send to Scheduler button to display on the page.

Notes Contents

When you save a note, it displays the note in the Note Contents group box, along with the date and time the note was entered, and by whom. As notes are added, this enables you to keep track of the note history.

Job Template Search Page

Use the Job Template Search page (WM_JRL_JT_SRCH_SEC) to search for a job template to associate with this work order.

Navigation

select Click the Job Template link on the Work Order page.

Image: Job Template Search page

This example illustrates the fields and controls on the Job Template Search page. You can find definitions for the fields and controls later on this page.

Asset Business Unit

Select an asset business unit or a default business unit displays.

Asset ID

Displays a field name depending on which of the values that you select for the Asset Lookup Field definition in the work order business unit, which include:

Asset ID
Serial ID
Tag Number
Vehicle ID Number

Include Non-Asset Templates

Select this check box to include job templates that contain tasks that do not directly involve the asset, such as a multi-task operation to clean up and restore the work area.

Note: If you do not select and Asset Management business unit and an asset in the work order header or task when you access this search page, this check box is automatically selected and only nonasset templates are listed after performing the search.

Copy PCR Criteria to Tasks (copy problem, cause, and resolution criteria to tasks)

Select this check box if you did not specify the problem/cause/resolution (PCR) code values in the fields on the Work Order page, but selected PCR codes instead on the search page to refine your search. You have the option of copying these PCR lookup values back to the work order task lines. When you save the work order, the work order copies the problem, cause, and resolution to each of the task lines created from the selected job template.

Important! When you select a job template to apply to this work order, it copies the associated task template information to the work order tasks. The system only copies task template lines to a work order task line that does not contain any default values or values entered by a user. Usually, once a user enters a task line, a new line is triggered into which the system can copy a task line associated with work order job template.

See Defining Resource Requirements for a Work Order Task.

See Understanding Work Order Task Resource Requirements.

Copy to Work Order Page

Use the Copy Work Order page (WM_WO_COPY_SEC) to copy existing work order data to a new work order.

Navigation

Click the Copy to New Work Order button on the Work Order page.

Image: Copy Work Order page

This example illustrates the fields and controls on the Copy Work Order page. You can find definitions for the fields and controls later on this page.

Click the Copy To New Work Order button to access the Copy to Work Order page.

Note: This button displays only if this option is selected for this user in User Preferences.

Work Order ID (new work order number)

Enter a combination of letters and/or numbers for this new work order. Leave this field unchanged if you want the system to generate a new work order number for you.

Required Start Date

Change the date or leave as today's date for the new work order.

Copy Options

To copy one or more of the following values to the new work order, click the corresponding check box for:

Task Labor Requirements.
Task Inventory Requirements.
Task Proc/On Hand Requirements (purchase/on hand requirements).
Task Tool Requirements.
Task Labor Schedules.
Task Proc/On Hand Schedules (purchase/on hand schedules).
Task Tools Schedules.
Task Inventory Schedules.
Header Notes.
Task Notes.

Note: The scheduling options do not appear until the work order is approved.

See Understanding Overall System Setup Parameters for PeopleSoft Maintenance Management.

Click this button to access the new work order.

See Work Order Copy.

Work Order Failure Tracking Page

Use the Work Order Failure Tracking page (WM_WO_FAIL_TRACK) to .

Navigation

Click the Failure ID – Add link on the Work Order Tasks – Problem Reporting grid on the Work Order page.
Maintenance Management, Work Order Management, Work Order Failure Tracking, Work Order Failure Tracking

Image: Work Order Failure Tracking page

This example illustrates the fields and controls on the Work Order Failure Tracking page. You can find definitions for the fields and controls later on this page.

Business Unit

Displays the business unit associated with the work order and work order task to which this failure event is associated.

Work Order ID

Displays the ID of the work order associated with this failure event. The system will only display work orders associated with an asset on this page.

Task Number

Displays the task number that is associated with the work order that you selected. If the work order has multiple tasks, you can select from any of those tasks as long as a failure event has not been created for that task.

Task Status

Displays the current status of the task based on the status selected in the work order. The date that the status was created displays as a link. Click this link to review the Task Status History page.

Asset Unit

Displays the business unit associated with the asset for which this failure event is created.

Asset ID

Displays the Asset ID or whatever value is specified in the Asset LookUp Field on the work order business unit Definition page. (Asset ID, Serial ID, Tag Number, Vehicle ID Number) When you select an asset ID, the description of the asset appears as a link. Click this link to view the Asset Information page.

Criticality

Displays how critical the asset is to the operation of the organization. A Warranty icon or Hazardous icon may appear next to an asset's criticality code. You can click the Warranty icon and access the Asset Warranties page for this asset to find out if the warranty covers the repair or partial repair of this asset. You can click the Hazardous icon and access the Asset Information page, which provides more information about any hazardous condition related to the selected asset.

Problem Reporting

Displays values entered on the Requirements page of the work order for this task. You select values for these fields based on the asset associated with the work order and this failure event.

Problem Group
Problem
Cause
Resolution

Failure ID

Displays the next failure id in the system or displays a unique failure ID entered by the user.

Failure Start and Failure End

Enter or select the date (required) and the time (optional) that this failure event began.

Selecting a failure start date enables the system to compute the mean time between failures metric for the Failure Tracking Analysis information.

Optionally enter or select the date and time that this failure event ended. You would normally enter it after the asset failure is resolved.

Important! If the Failure Start and Failure End dates and times are blank on this page, and the Actual Start Date and Start Time and Actual End Date and End Time in the Asset Downtime grid contain values, the system will update the blank failure start and end dates and times fields with the actual start and end dates and time for the asset. You can override these values.

However, if a value appears in the Failure Start field, the asset downtime actual start and end date and time field values will not override the Failure Start field value, or place a value in the Failure End field.

Failure Severity

Select a code that best describes the seriousness of this failure event to the organization. This is a required field. Failure Severity codes are set up in Set Up Financials/Supply Chain, Product Related, Maintenance Management, Failure Tracking Setup, Failure Severity.

Description

Enter or add to a description of the failure. You can click the arrow icon to access a larger Description page (ModalWidget).

Time to Repair

Displays the same value as the Total Actual Downtime field, if actual downtime has been calculated for this asset. You can adjust this value to the actual time that it took to repair the asset.

For example, the total time the asset associated with this failure event was down was eight hours. However, it only took the technician four hours to repair the asset. The other four hours were used for cleanup and reports. Entering 4 hours in this field provides a more accurate picture of how much time it actually took to repair this asset based on this particular failure.

Total Actual Downtime

Displays the total actual downtime for the asset based on the entry of the actual start and end dates and times in the Work Order component, the Technician Workbench component, the Downtime Entry component, or by clicking the Asset Downtime link on this page and entering actual downtime start and end dates in the Asset Downtime – Actual Downtime grid.

Costs to Repair

Displays these costs to repair the asset:

Labor
Inventory
Purchasing
Tools

The system uses this repair costs data as the actual costs in the Work Order Failure Analysis metric calculations.

When the system calculates the actual task costs for a work order task, it updates these costs in both the Task Actuals and Costs page and the fields on this page as long as a failure event exists for the task. The values in the fields of each row are equal to the Task Actuals values in the work order for this task. However, you may know that the costs to repair this asset are either higher or lower that the Task Actuals calculation by the system. Based on this knowledge, you can override the Costs to Repair values for this failure event.

For example, the total asset downtime was eight hours, and you entered 8 hours for the work order task to calculate the labor, inventory, procurements, and tools. However, you know that the actual labor to repair the asset only took 4 hours. The technician spent four more hours doing paperwork, which you do not want to count as part of the actual repair time and costs. You can adjust the costs to repair amount for labor to 4 hours instead of 8 on this page to derive a more realistic scenario. Any metrics calculated based on this page do not change the values for the work order task.

If the system updates the task actuals a second time in the work order, the Costs to Repair field on this page will not be updated. You must modify these Costs to Repair values manually.

If you create the Work Order Failure Tracking page before any actual costs have been calculated for the task, there will be no data in the Cost to Repair field or the Total Actual Costs field. If you want to analyze this data before the actual costs are calculated, you can enter the Cost to Repair fields manually.

Task Actuals

These fields are updated by actual costs calculated for the work order task. These same values initially update the Costs to Repair values on this page.

Refer to the Costs to Repair field description to understand how these Task Actuals are used on this Work Order Failure Tracking page.

Additional Failure Event Information

Depending on the work order task and asset, these links appear on the Work Order Tracking Failure page:

Failure Impacts
Asset Downtime
Causal Parts
Meter Readings
Warranty Claim

Failure Impacts Page

Use the Failure Impacts Grid page to display the Failure Impacts

Navigation

Click the link on the Work Order Failure Tracking page.

Image: Failure Impacts grid

This example illustrates the fields and controls on the Failure Impacts grid. You can find definitions for the fields and controls later on this page.

Failure Impacts

Click this link to display the Failure Impacts grid.

Impact Type

Select one of the Failure Impact codes, which define the situation impacted by this failure. You can add more than one failure impacts codes by row to a failure event. Assigning a failure event one or more of these codes enables you to search for failure events based on failure impact on the Failure Analysis page. Failure Impact codes are set up in Set Up Financials/Supply Chain, Product Related, Maintenance Management, Failure Tracking Setup, Failure Impact.

Notes

Click the Add link to display the Failure Impact Notes page (WM_WO_FAILIMPC_SEC) where you can enter details about how this selected impact type affects the failure event.

Last Update

Displays the date and time the notes were last updated when you click the OK button on the Failure Impact Notes page.

Last Updated

Displays the date and time the notes were updated once click OK on the Failure Impact Notes page.

Last Update By

Displays the name of the person who last updated the notes and clicked OK on the Failure Impact Notes page.

Asset Downtime

Use the Actual Downtime grid. to display the asset downtime.

Navigation

Click the Asset Downtime link on the Work Order Failure Tracking page and select the Actual Downtime tab

Image: Asset Downtime grid

This example illustrates the fields and controls on the Asset Downtime grid. You can find definitions for the fields and controls later on this page.

You normally enter planned and actual asset downtime information for an asset associated with a work order task in the Work Order, Technician Workbench, or Downtime Entry components. When you create a failure event for a work order task that has some or all of asset downtime defined, the system updates the Asset Downtime grid on the Work Order Failure Tracking page with this downtime information. Planned downtime is optional for tracking failure events.

If you have not entered any asset downtime prior to creating a failure event, you can enter the information in the Asset Downtime grids on this page. The system will update the Asset Downtime grids associated with the Work Order, Technician Workbench, and Downtime Entry components with the asset downtime information that you enter in the grids on the Work Order Failure Tracking page.

If you have not entered any asset downtime from the Work Order, Technician Workbench, or the Downtime Entry components, the Asset Downtime grid on the Work Order Failure Tracking page will be blank and no figure will appear in the Total Actual Downtime field or the Hours to Repair field. If this is the case, you can enter the actual downtime data on the Work Order Failure Tracking page or enter it in the Work Order, Technician Workbench, or Downtime Entry components. When the data is saved, the Total Actual Downtime and Hours to Repair fields are updated.

When you enter the actual downtime for the asset associated with this failure event and save the page, the system calculates the Planned Actual Variance, updates the Time to Repair and Total Asset Downtime fields on this Work Order Failure Tracking page, and updates the asset downtime for this asset and task in the Work Order, Technician Workbench, and Downtime Entry components.

If the Failure Start and Failure End date and time fields are blank on the Work Order Failure Tracking page, and the Actual Start Date and Start Time and Actual End Date and End Time on the Actual Downtime grid contain values, the system updates the most recent of these values in the Failure Start and Failure End date and time fields. You can override these values.

Note: The Actual Downtime grid may already contain data that was entered in the Work Order, Technician Workbench, or Downtime Entry components for this work order task.

See Downtime Entry Page.

Causal Parts

The Causal Parts grid enables you to select and enter the quantity of part or assets that were responsible for the failure of the asset associated with this failure event. This data is used to add information about a failure event, but it does not affect any costs or quantities for the failure event or the work order task associated with it. You can use causal parts as search criteria to locate specific failure events for analysis.

Use the Failure Causal Parts page (WM_WO_FAILCAUS_SEC) to add comments concerning the parts or assets that caused the failure.

Navigation

Click the Add link in the Causal Parts grid on the Work Order Failure Tracking page.

Image: Causal Parts grid

This example illustrates the fields and controls on the Causal Parts grid. You can find definitions for the fields and controls later on this page.

Part Type

Select one of these as one of the causal parts responsible for the failure event:

Part
Asset

Causal Part ID

If you have not selected a causal part for this failure event, you can click the Add link to select and describe the part or asset. After adding a part, you can click the ID and view the details concerning the selected causal part.

Quantity

Enter the number of these causal parts involved in the failure event.

Comments

Click the Add link to access the Failure Causal Parts page (WM_WO_FAILCAUS_SEC) and add comments about the selected causal part, such as the part has corroded.

Meter Readings

Use the Meter Reading Comments page (AM_MTR_RD_CMT2) to review any comments concerning the meter readings.

Navigation

Click the Comments link in the Meter Readings grid of the Work Order Failure Tracking page.

The Meter Readings link is only enabled if the asset has one or more meters associated with it. The system calculates the mean meter reading metric for an asset to use for analysis.

Meter Type

Displays the meter type associated with the failure event's asset.

As of Date, Time

Click the Add link to access the Enter Meter Reading tab (WM_FTRK_METER_ADD) and the Prior Reading tab (WM_FTRK_METER_ADD2). See: documentation PeopleSoft Asset Management : "Adding and Maintaining Assets," Entering Meter Readings

Meter Reading

Click the Add link to access the Enter Meter Reading tab and the Prior Reading tab.

See "Entering Meter Readings" section in the documentation PeopleSoft Asset Management

Change

Displays the change between the current meter reading that you enter and the prior meter reading.

Comments

Click the field value link to view any comments that you entered on the Meter Reading Comments page (AM_MTR_RD_CMT2) concerning the current meter reading.

Warranty Claim

The Warranty Claim link is only enabled if the asset has warranties associated with it. This grid displays the warranty associated with the failure event's asset.

Navigation

Click the Warranty Claim link on the Work Order Failure Tracking page.

Image: Warranty Claim grid

This example illustrates the fields and controls on the Warranty Claim grid. You can find definitions for the fields and controls later on this page.

Claim Number

Click the Update link below the Claim Number to access the Task Cost Recovery page, where you can add the information and attempt to recover the cost of repairing on replacing the failed asset associated with the task.

See Managing Warranty Claims.