Managing Schedules Using the Work Order Workbench

Page Name	Definition Name	Usage
Work Order Workbench Page	WM_WOTSK_WORKBENCH	Search for a work order task assigned to a specific scheduler on the work order's Requirements page.
Work Order Workbench - Task Search Page	WM_TSK_SRCH_SEC	Create a set of search criteria for work order tasks and save it as a view.
Work Order	WM_WO_HDR	Access the work order for a task to update, assign, and schedule the task.
Work Order Task Descriptions	WM_WO_TSK_DESC_SEC	Display a description of a task.
Asset Information	WM_WO_ASSET_SEC	Review task's asset information.
Work Order Task Notes	WM_TSK_NOTES	Add or review task notes and note history.
ESRI Map	ESRI_MAP_PG	Locates each work order task on an ESRI map.

Use the (Scheduler's Name) Workbench page (WM_WOTSK_WORKBENCH) to search for a work order task assigned to a specific scheduler on the work order's Requirements page.

Navigation:

Maintenance Management > Work Order Management > Workbenches > Work Order Workbench

Field or Control	Description
Use View	Select a view that you saved using the View button and click Search to display the work order tasks. This eliminates having to specify search parameters every time you use the workbench.
View	Click this button to access the Task Search page and enter search parameters to perform a search for one or more work order tasks. You can save the search parameters in the Task Search page to use again.
Search group box	Select basic search criteria from these options and click the Search button to list work order tasks in the workbench: Scheduler Asset Business Unit Business Unit Asset ID Work Order ID Required Start From: and To: Priority Required End From: and To: Task Status Show Entries Enter the number of rows that you want to appear on the page. WO Description Enter a description of the work order. When you click the Search button, the system will search for any tasks associated with this work order description. Note: This description field is not case sensitive. For example, if you enter the word tire in the field, the system will search for all work order descriptions that have the word "tire" in their description and list the tasks associated with those work orders. Asset Description Enter a description of the asset. When you click the Search button, the system will search for any tasks associated with an asset with this asset description. This description field is not case sensitive. For example, if you enter the word tire in the field, the system will search for all asset descriptions that have the word "tire" in their description and list the tasks associated with those assets. Task Description Enter a description of a work order task, When you click the search button, the system will search for tasks associated with this description. This description field is not case sensitive. For example, if you enter the word tire in the field, the system will search for all task descriptions that have the word "tire" in their description and list the tasks associated with those descriptions.

Field or Control

Description

Use View

Select a view that you saved using the View button and click Search to display the work order tasks. This eliminates having to specify search parameters every time you use the workbench.

View

Click this button to access the Task Search page and enter search parameters to perform a search for one or more work order tasks. You can save the search parameters in the Task Search page to use again.

Search group box

Select basic search criteria from these options and click the Search button to list work order tasks in the workbench:

Scheduler
Asset Business Unit
Business Unit
Asset ID
Work Order ID
Required Start From:
and To:
Priority
Required End From: and To:
Task Status
Show Entries
Enter the number of rows that you want to appear on the page.
WO Description
Enter a description of the work order. When you click the Search button, the system will search for any tasks associated with this work order description.

Note: This description field is not case sensitive. For example, if you enter the word tire in the field, the system will search for all work order descriptions that have the word "tire" in their description and list the tasks associated with those work orders.
Asset Description
Enter a description of the asset. When you click the Search button, the system will search for any tasks associated with an asset with this asset description.

This description field is not case sensitive. For example, if you enter the word tire in the field, the system will search for all asset descriptions that have the word "tire" in their description and list the tasks associated with those assets.
Task Description
Enter a description of a work order task, When you click the search button, the system will search for tasks associated with this description.

This description field is not case sensitive. For example, if you enter the word tire in the field, the system will search for all task descriptions that have the word "tire" in their description and list the tasks associated with those descriptions.

Basic Search for Work Order Tasks

You can also enter basic search criteria in the Search group box of the Work Order Workbench and click the Search button in the group box to list the tasks in the workbench based on the selected criteria.

Use the Work Order Workbench - Task Search page (WM_TSK_SRCH_SEC) to create a set of search criteria for work order tasks and save it as a view.

Navigation:

Click the View button on the Work Order Workbench page.

Work Order Workbench - Task Search page (1 of 5)

Work Order Workbench - Task Search page (2 of 5)

Work Order Workbench - Task Search page (3 of 5)

Work Order Workbench - Task Search page (4 of 5)

Work Order Workbench - Task Search page (5 of 5)

You select or enter the search criteria for a view. You can set up numerous views, which reduces the amount of time it takes to locate work orders and work order tasks having specific characteristics.

Field or Control	Description
Use View	Enter a name for the view that you want to save, after selecting the search criteria on the page. If you access this page by selecting a previously saved view on the Work Order Workbench Search page, then that view's name appears in this field.
Save View	Click this button to save the search criteria entered on this page. You must first enter a name for the view in the Use View field.
Business Unit	Override the default work order business unit, if necessary. Select or enter information in any of the remaining fields to narrow your search for work order tasks. Note: Business Unit is not required for searches.
Actual Start	Select the date the task actually started or the work order task's actual start date. Note: This search goes against the actual task start date on the Work Order Workbench and Work Progress tracking. However, on the Technician Workbench Search page, this date refers to the date the scheduled labor line's actual start date.
Scheduled Start andScheduled End	Select either the scheduled start date for the task or the scheduled end date for the task. Note: This search goes against the scheduled task start or end dates on the Work Order Workbench and Work Progress tracking. However, on the Technician Workbench Search page, this date refers to the labor line's (task row) scheduled start or end date.
Crew Scheduling	Select a specific Crew, Shop, and Schedule Period to narrow your search to only work order tasks whose requirements are assigned to the specified crew and schedule period.
Classification 1:	The classification fields appear based on supplemental data that can be set up for a work order task.
Search	Click this button to search for the work order tasks that meet the selected criteria on the Task Search page.

Navigation:

Select the Task Overview tab on the Work Order Workbench page

Work Order Workbench page - Task Overview tab

Field or Control	Description
Select All	Click this check box to indicate that you want to select all of the listed work order tasks listed in the workbench to print.
Clear All	Click this button to unselect all of the work order tasks listed in the workbench.
Print	Click this button to access the Work Order Task Detail Report options. You select print reports for the selected tasks, which include: Labor Assignment Report Material Assignment Report Purchase/On-Hand Report Tool Assignment Report Instruction Report Checklist Report Work Order Notes Report Work Order Task Notes Report Equipment Parts List Report Note: You can also click the Bar Code check box to include bar codes on the reports to enable bar code scanning.
Change Status To	Select one or more tasks for which you want to transition the status, select the target status, and select the Go button.
Map Selected Tasks	Select the tasks in the Work Order Tasks grid that you want to locate on an ESRI map and click the Map Selected Tasks button to view the task locations on a map. Each task marker on the map contains the following information about the task: Work order business unit, which appears as part of the map marker. Work order ID, which appears as part of the map marker. Work order task ID, which appears as part of the map marker. Description Service Group Priority Work order type secondary page. Task status
Create Work Order	Click this button to access the Work Order search page, where you can add a new work order.
Save	Click this button to save any changes to the Work Order Workbench.
Work Order ID	Click this link to access the actual work order.
Task Descriptions	Click this link to review a description of the task.
Asset Descriptions	Click this link to access the Asset Information page and review basic information about the target asset being repaired or maintained in the task.
Notes	Click the View link to review any existing notes for this work order task, to add a new note, and to select different notes by checking the blank check box next to the Subject field to send to a scheduler or service request requester.

Navigation:

Select the Schedules tab on the Work Order Workbench page

Work Order Workbench page - Schedules tab

Field or Control	Description
Required Start Date and Required End Date	Displays required dates specified in the work order.
Scheduled Start Date and Start Time	Modify the scheduled start date and time as necessary for each task. Validations of these schedule dates and times occur when the page is saved. The validations that take place for these fields on the Schedules page of the work order are also enforced on the Work Order Workbench.
Scheduled End Data and End Time	Modify the scheduled end date and time as necessary.

Navigation:

Select the Resources tab on the Work Order Workbench page.

Work Order Workbench page - Resources tab

Field or Control	Description
Labor	Click the link to access the Labor Schedules grid on the work order's Schedules page, where you can modify the schedule depending on the status of the work order. Displays Yes if labor resources are scheduled for this task and No if labor resources are not scheduled for this task.
Tools	Click the link to access the Tool Schedules grid on the work order's Schedules page, where you can modify the schedule depending on the status of the work order. Displays Yes if tool resources are scheduled for this task and No if tool resources are not scheduled for this task.
Inventory	Click the link to access the Inventory Schedules grid on the work order's Schedules page, where you can modify the schedule depending on the status of the work order. Displays Yes if inventory resources are scheduled for this task and No if inventory resources are not scheduled for this task.
Purchase/On-Hand	Click the link to access the Purchase/On-Hand Schedules grid on the work order's Schedules page, where you can modify the schedule depending on the status of the work order. Displays Yes if Purchase/On-Hand resources are scheduled for this task and No if Purchase/On-Hand resources are not scheduled for this task.

Navigation:

Select the Asset Information tab on the Work Order Workbench page.

Work Order Workbench - Asset Information tab

Field or Control	Description
Warranty	Click this link to view or add warranty information for the work order task's asset on the Asset Warranties page.
	Click this icon to access active warranties associated with this asset. This icon will only display if there are warranties associated with the asset.
	Displays this icon if the asset being maintained is categorized as hazardous.
Work Order History	Click this link to access the Work Order Task History page for this asset. You can override the asset ID on the page and search for and display the task history for a different asset.
Asset's Calendar	Click this link to access the Asset Monthly Schedule page, where you can review existing commitments for the asset.

Navigation:

Click the Full Description tab on the Work Order Workbench

Field or Control	Description
Work Order Description	Displays the full description that was entered on each work order.
Task Description	Displays the full description that was entered for each work order task.

Managing Schedules Using the Work Order Workbench

Pages Used to Manage Schedules Using the Work Order Workbench

Work Order Workbench Page

Basic Search for Work Order Tasks

Work Order Workbench - Task Search Page

Task Overview tab - Work Order Workbench Page

Schedules tab — Work Order Workbench Page

Resources tab — Work Order Workbench Page

Asset Information tab — Work Order Workbench Page

Full Description tab — Work Order Workbench