Setting Up PeopleSoft Maintenance Management Work Order Parameters

To set up:

Work order types use the Work Order Type (WM_WO_TYPE) component.
Service groups use the Service Group (WM_SRVC_GRP) component.
Work order priorities use the Work Order Priority (WM_PRIORITY) component.
Maintenance types use the Maintenance Type (WM_MAINT_TYPE) component.
Downtime reasons use the Downtime Reason (WM_DWNTIME_RSN) component
Failure impact codes use the Failure Impact (WM_FAILURE_IMPACT) component.
Failure severity codes use the Failure Severity (WM_FAILURE_SEVRTY) component.
Work order alert uses the Work Order Alert (WM_WO_ALERT) component.

This section provides an overview of work order types, service groups, priorities, maintenance types, and downtime reasons and discusses how to:

Create work order types.
Create work order service groups.
Establish work order priority codes.
Set up asset maintenance types.
Define asset downtime reasons.
Define failure impact codes.
Set up failure severity codes.
Set up work order alert.

Pages Used to Set Up Work Order Types, Service Groups, and Priorities

Page Name	Definition Name	Navigation	Usage
Work Order Type	WM_WO_TYPE	select Set Up Financials/Supply Chain, then select Product Related, then select Maintenance Management, then select Setup, then select Work Order Type	Defines the basic kinds of work that performed in a work order.
Work Order Service Group	WM_SRVC_GRP	select Set Up Financials/Supply Chain, then select Product Related, then select Maintenance Management, then select Setup, then select Service Group	Identifies specific behaviors in a work order.
Work Order Priority	WM_PRIORITY	select Set Up Financials/Supply Chain, then select Product Related, then select Maintenance Management, then select Setup, then select Work Order Priority	Indicates the urgency for completing a specific work order.
Associate Maintenance Type with Asset Subtype	WM_MAINT_TYPE	Set Up Financials/Supply Chain, Product Related, Maintenance Management, Setup, Maintenance Type	Defines the category of maintenance needed for a selected asset type and subtype.
Downtime Reason	WM_DWNTIME_RSN	Set Up Financials/Supply Chain, Product Related, Maintenance Management, Setup, Downtime Reason	Describes the reason that an asset is not available for use.
Failure Severity	WM_FAILURE_SEVRTY	Set Up Finanicals/Supply Chain, Product Related, Maintenance Management, Setup, Failure Severity, Failure Severity	Describes the seriousness of the asset failure to an organization and is required in order to track failure events.
Failure Impact	WM_FAILURE_IMPACT	Set Up Finanicals/Supply Chain, Product Related, Maintenance Management, Setup, Failure Impact, Failure Impact	Identifies how the failure of an asset will affect specific organization circumstances or requirements such as hazardous conditions or materials, health issues, safety issues, and more.
Work Order Alert	WM_WO_ALERT_STS	Maintenance Management, Maintenance Management Center, Setup, Work Order Alert	Configures work order alert setup, such as the list of statuses of the WO for the alert and the group of people that are interested in the alert notification.

Understanding PeopleSoft Maintenance Management Work Order Parameters

Work order types and service groups are used to categorize work orders, work order data, and work order behavior. Maintenance types and downtime reasons are attributes describing the selected asset.

Work Order Types

Work order types are user-defined and specify in general terms the kind of work performed within the work order. Work order type is an element in each of the default hierarchies defined in the work order business unit. It is used to identify some of the basic functionality of the work order, which includes:

The distribution accounting template that the work order uses.
The distribution template rules setup.
The associate projects setup.
The grace period for closing a work order and work order task.
The use or nonuse of chargebacks in a work order.
The default commitment rule for inventoried materials.
The display of project-related fields in the work order.
The work order workflow approval options.

Service Groups

Service groups are used to group work orders by major categories such as Fleet, IT, and Facilities. A service group is required when you create a work order. While a work order business unit is not specifically associated with a service group, it may be used in conjunction with several service groups. A default service group may be set up in a work order business unit. Service groups help define certain work order behaviors, such as:

Triggering the relevant data that displays in the work order at both the task level and the asset lookup level.
Identifying the defaulting ChartField distribution templates in the work order for each of the resource types: labor, parts, materials, and tools.

Note: You set up ChartField distributions to enable you to perform manual allocations to GL to generate accounting entries.
Applying the ChartField distribution template rules to the work order.
Enabling the Project ID default value in the work order based on the setup of the Associate Projects component.

Priorities

You set up priorities for work orders to identify each work order's level of urgency or importance to a scheduler or technician. Examples of priorities are high, medium, and low.

Note: Service request priorities are system-defined values (Critical, Urgent, Standard, and Low). Users cannot define them.

Maintenance Types

Maintenance types are defined in PeopleSoft Asset Management. They identify the type of maintenance and maintenance procedures that should be followed for a particular asset. For example, you might establish a Tune Up maintenance code that specifies routine maintenance for an automobile. In PeopleSoft Maintenance Management, you must associate one or more maintenance types with an asset type and subtype in order to define a preventive maintenance loop. You can set up a maintenance type as a default value in the work order business unit, which displays in the Maintenance Type field on the Miscellaneous page of the work order. This field must be entered before you can close preventive maintenance work orders.

Downtime Reasons

You can enter the downtime for an asset and select a reason for the asset downtime for each work order task. When a work order is closed, the Work Order Close process updates the total of downtime hours in the asset maintenance history using the data that you entered on the work order. Work order close does not, however, update the start and end downtimes in PeopleSoft Asset Management.

Note: There is a link to enter downtime on the Actual Task Dates tab of the Technician Workbench.

Failure Tracking Setup

You define failure severity and failure impact codes based on the requirements of your organization. When you perform a failure analysis, you can select failure severity and failure impact codes to search for specific failure events to analyze on the Failure Analysis page. PeopleSoft Maintenance Management delivers sample data that contains examples of these two types of failure codes. You can use this sample data to help you define your own failure codes.

You must set up failure severity codes for your organization before you can track failure events in PeopleSoft Maintenance Management. Each code describes the seriousness of the asset failure to your organization. For example, you could define failure severity codes as critical, high, medium, low, or none or with numerical values. You are required to select a failure severity code on the Work Order Failure Tracking page.

Failure impact codes are useful for identifying how the failure of an asset will affect specific organization circumstances or requirements such as hazardous conditions or materials, health issues, safety issues, and more. You can assign more than one failure impact code to a failure event on the Work Order Failure Tracking page. However, you are not required to set up failure impact codes to complete the Work Order Failure Tracking page.

Work Order Alert Setup

Work Order Alert set up is useful to configure work order alert setup, such as the list of statuses of the WO for the alert and the group of people that are interested in the alert notification depending on the work order type, maintenance type, asset type and sub type, wo priority, asset criticality, problem group and code.

Work Order Service Group Page

Use the Work Order Service Group page (WM_SRVC_GRP) to identifies specific behaviors in a work order.

Navigation

select Set Up Financials/Supply Chain, then select Product Related, then select Maintenance Management, then select Setup, then select Service Group

Image: Work Order Service Group page

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

Service Group

Enter and describe each type of service group, such as IT and Facilities, to use for defining specific work order behaviors.

See Understanding Work Order Business Unit Setup.

Work Order Priority Page

Use the Work Order Priority page (WM_PRIORITY) to indicates the urgency for completing a specific work order.

Navigation

select Set Up Financials/Supply Chain, then select Product Related, then select Maintenance Management, then select Setup, then select Work Order Priority

Image: Work Order Priority page

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

Priority Code

Enter a level of priority such as High, Medium or Low or whatever values are meaningful to your organization. When you create a work order, you select its level of priority in relation to other work orders.

Maintenance Type Page

Use the Associate Maintenance Type with Asset Subtype page (WM_MAINT_TYPE) to defines the category of maintenance needed for a selected asset type and subtype.

Navigation

Set Up Financials/Supply Chain, Product Related, Maintenance Management, Setup, Maintenance Type

Image: Associated Maintenance Type with Asset Subtype page

This example illustrates the fields and controls on the Associated Maintenance Type with Asset Subtype page. You can find definitions for the fields and controls later on this page.

SetID and Asset Type and Asset Subtype and Description and Short Description

Access the Maintenance Type component, enter the SetID and select the Asset Type and Subtype.

Maintenance Type

Add one or more rows of maintenance types to associate with the selected Asset Type and Asset Subtype.

Downtime Reason Page

Use the Downtime Reason page (WM_DWNTIME_RSN) to describes the reason that an asset is not available for use.

Navigation

Set Up Financials/Supply Chain, Product Related, Maintenance Management, Setup, Downtime Reason

Image: Downtime Reason page

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

Downtime Reason

Enter the abbreviated reason that an asset is unavailable for use.

Description

Provide a longer description of the reason for the asset downtime.

Failure Impact Page

Use the Failure Impact page (WM_FAILURE_IMPACT) to identifies how the failure of an asset will affect specific organization circumstances or requirements such as hazardous conditions or materials, health issues, safety issues, and more.

Navigation

Set Up Finanicals/Supply Chain, Product Related, Maintenance Management, Setup, Failure Impact, Failure Impact

Image: Failure Impact page

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

SetID and Failure Impact

Select a SetID and enter an identifiable code to define a circumstance or requirement that can be impacted by a failure event on the Failure Impact Codes - Add a New Value page such as ASST to represent Asset Life Cycle.

Description and Short Description

Enter a long and a short meaningful description of the entered failure impact code such as Asset Life Cycle impact. If you choose to define a failure impact code, these are both required fields.

Failure Severity Page

Use the Failure Severity page (WM_FAILURE_SEVRTY) to describes the seriousness of the asset failure to an organization and is required in order to track failure events.

Navigation

Set Up Finanicals/Supply Chain, Product Related, Maintenance Management, Setup, Failure Severity, Failure Severity

Image: Failure Severity page

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

SetID and Failure Severity

Select a SetID and enter a code up to five characters that best represents a level of the severity on an asset failure to your organization on the Add a New Value page. For example 1, 2, 3.

Description and Short Description

Enter a meaningful long and short description of this failure severity code such as Critical, High, Medium or a definition of a numerical failure severity code, if you used numbers to define these codes. These are both required fields.

Work Order Alert Page

Use the Work Order Alert page (WM_WO_ALERT_STS) to configures work order alert setup, such as the list of statuses of the WO for the alert and the group of people that are interested in the alert notification.

Navigation

Maintenance Management, Maintenance Management Center, Setup, Work Order Alert

Image: Work Order Alert page: WO Alert Status tab.

This example illustrates the fields and controls on the Work Order Alert page: WO Alert Status tab.. You can find definitions for the fields and controls later on this page.

Image: Work Order Alert page: Alert Notification tab.

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

WO Alert Type

Select the work order alert type from the following options:

Actual Cost Notification

Total Actual Work Order Task Cost exceeds Total Scheduled Work Order Task Cost for a Work Order.
Labor Hours Notification

Total Actual Labor Hours exceeds Total Scheduled Labor Hours for a Work Order.

Maintenance Type Notification

A Work Order is created for a particular Maintenance Type Alert.
Priority Notification

User configurable WO Priority/Asset Criticality Alert.

Problem Notification

User configurable Problem Type Alert.
Warranty Notification

Asset under Warranty is placed on a Work Order Task Alert.
Work Order Type Notification

User configurable Work Order Type Alert.

Set ID

Select the desired ID to set the work order alert status.

Work Order Status

Select the desired work order status. If WO Status is present, it means the WO Alert type = Maintenance Type. For the other alert types you see the WO task status.

Role Name

View list of users that are interested in receiving the e-mail notification.

Maintenance Type

Select the desired type of maintenance. This selection is only available when alert type is Maintenance type.

Business unit

Select the desired business unit for the required work order alert's notification. This is the business unit in the work order which the user is an interested party.

WO Type

Select the desired work order type. This field is only available when alert type is WO type.

Asset Type

Select the desired asset type. This field is only available when alert type is WO type.

Asset SubType

Select the desired asset sub type. This field is only available when alert type is WO type.

Asset Criticality

Select the desired asset criticality. This field is only available when alert type is Priority.

Priority

Select the desired priority of work orders. This field is only available when alert type is Priority.

Problem Group and Code

Select the desired problem group and code. These fields are only available when alert type is Problem.

Note: The warranty alert query is run automatically, by the time you save the work order, to notify the proper users (defined in the setup) if the asset is under warranty.