Crew Scheduling Workbench Page

Use the Crew Scheduling Workbench page (WM_CREW_SCHD_WB) to schedule crews to work order task labor requirement lines.

Navigation:

Maintenance Management, and then Workbenches, and then Crew Scheduling Workbench

This example illustrates the fields and controls on the Crew Scheduling Workbench page. You can find definitions for the fields and controls later on this page.

Capacity for Crew

Field or Control	Description
Crew Business Unit	Select the work order business unit associated with the shop that contains the crew for which you want to display capacity.
Crew Shop	Select the shop that contains the crew for which you want to display capacity.
Crew	Select the crew for which you want to display capacity.
Craft	Select a craft associated with the selected crew if you want to display capacity for only one craft. This field is optional.
Go	Click this button after entering all or some of the search criteria (business unit, shop, crew, craft) associated with a crew. This action enables you to display the crew capacity data for a different crew.
Adjusted Capacity (Hours)	Displays the adjusted capacity in hours, which is set up as part of the metrics for the crew and period. It typically represents the crew's: Total shift hours for the period – Any time off (vacation, holidays, sick days and more)
Adjusted Capacity (Days)	Displays the adjusted capacity in days, which is set up as part of the metrics for the crew and period. It typically represents the crew's: (Total shift hours for the period – Any time off) / Standard day hours defined in the crew's shop
Adjusted Capacity (Headcount)	Displays the adjusted capacity headcount, which is set up as part of the metrics for the crew and period. It typically represents the crew's: The adjusted capacity days / The number of days in the schedule period
Target Hours	Displays the calculated target load hours in which Target load hours = Adjusted capacity (hours) * Target load %
Confirmed Scheduled Hours	Displays the number of hours from the crew schedule that are confirmed for the period. Scheduled hours are confirmed when you select the Confirm Metrics action, which updates the data in the crew capacity plan based on the selected rows.
Scheduled Hours	Displays the total number of hours for which a craft is scheduled for the period. Assigning a crew to a requirement, updating scheduled hours, or changing a period updates the value in this field.
Scheduled Days	Displays the total number of days for which a craft is scheduled. Scheduled days = Scheduled hours / Standard number of hours in workday in the crew's shop
Scheduled Headcount Equivalent	Displays the total headcount for which a craft is scheduled. 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 (b – c)	Displays the difference between the scheduled hours and the target load hours.
Scheduled % (c/b * 100)	Displays the actual schedule load relative to the target load hours. Scheduled % = (Scheduled hours / Target load hours) * 100
Availability % (1– c/a) * 100	Displays the actual schedule load relative to the adjusted capacity. Availability % = (1 – Scheduled hours / Adjusted capacity hours) * 100
Target Load %	Displays 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 any unplanned and emergency entries that may occur throughout the period.

See Understanding Crew Capacity Planning.

Actions

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

Field or Control	Description
Action	Select work order rows in the workbench and select an action to perform on the selected rows. Values are: Assign Crew Selecting this action displays: A to Crew: field in which you can select the crew that you want to assign to the selected work orders task rows. The crew specified in the search criteria appears as the default crew in the field. A Change Shop for Crew link, which you can click to access the Change Shop to Identify Crew page, where you select a different Crew Shop in which to associate a crew. See Understanding Crew Scheduling. An Override Task's Schedule Dates check box, which is selected by default. If you do not select this check box, the crew assignment may result in error on some or all of the selected rows if the crew start or end dates fall off the date range established by the task's scheduled start and end dates. You cannot change the task schedule dates after the crew is scheduled. If this check box is selected, the task schedule dates expand or collapse to fit the period to which the crews are scheduled. See Understanding Crew Scheduling. A Schedule Crew's Entire Period check box. If you select this check box, the system sets the crew end date to the period end date. Reason Select a reason code that explains why you are assigning the crew. Reason codes and descriptions are saved in the Reschedule History. Note: This field appears on the page when the period specified is Current or a period previous to the current period, or when the crew scheduling status is Carryover Work. Description Enter a more detailed description of why you are assigning this crew. Note: This field appears on the page when the period specified is Current or a period previous to the current period, or when the crew scheduling status is Carryover Work. Change Crew End Date/Time Selecting this action displays: A to field in which you can enter or select a new crew end date, which is updated in the Schedules grid for the selected rows. A blank field in which you can enter a new crew end time, which is updated in the Schedules grid for the selected rows. Note: The time field is not required to perform the action. If you leave the field blank, the crew end times of the selected rows do not appear as overridden. An Override Task Schedule Dates check box is selected and can be changed. A Reason field in which you must select a reason code whenever a resource is moved to another period. Note: This field appears on the page when the period specified is Current or a period previous to the current period, or when the crew scheduling status is Carryover Work. A Description field in which you can enter a longer description for the change. Note: This field appears on the page when the period specified is Current or a period previous to the current period, or when the crew scheduling status is Carryover Work. Change Crew Start Date/Time Selecting this action displays: A to field in which you can enter or select a new crew start date, which is updated on the Schedules tab for the selected rows. A blank field in which you can enter a new crew start time, which is updated on the Schedules tab for the selected rows. Note: The time field is not required to perform the action. If you leave the field blank, the crew end times of the selected rows do not appear as overridden. An Override Task Schedule Dates check box is selected and can be changed. A Reason field in which you must select a reason code whenever a scheduled resource is moved to another period. Note: This field appears on the page when the period specified is Current or a period previous to the current period, or when the crew scheduling status is Carryover Work. Note: Before you can move a requirement to another period, you must first assign the requirement to a crew. A Description field in which you can optionally enter a longer description for the change. Note: This field appears on the page when the period specified is Current or a period previous to the current period, or when the crew scheduling status is Carryover Work. Change Period Selecting this action displays: A to field in which you can select a value of Current Period, which transfers the rows to the current period; Next Period, which transfers the rows to the next period relative to the current period; Following Period, which transfers the rows to the following period relative to the current period; Previous Period, which transfers the rows to the previous period relative to the current period; Specific Period, which transfers the rows to the period specified in the field that appears next to the period. An Override Task's Schedule Dates check box, which is selected by default. See Understanding Crew Scheduling. A Schedule Crew's Entire Period check box. Reason. Description. Change Status Select to change the task status to any available task status: Open Awaiting Schedule Hold Scheduled Work in Progress Canceled You can notify the scheduler using the Change Status page of the status change. Note: Selecting a task status displays the Change Status page for the selected rows. If you selected multiple rows for the same task, only one row representing all of these rows appears on the Change Status page. When you change the status of this row, the system changes the status of all of the rows associated with the task, whether you selected them or not. When you select OK, you are returned to the Crew Scheduling Workbench. Once you select a status, the Change Status page validates the status transitions and displays an error if the status change is not valid. Create Labor Schedules Select to create Labor Schedule rows from the selected requirement rows, which can be subsequently displayed in the Labor Assignments workbench and in the Schedules page Labor Schedules tab of the work order. This action works like copying requirements to the schedule rows in the Work Order component. Selecting this action automatically saves the component. Go to Labor Assignment WB (go to labor assignment workbench) Select to display the Labor Assignment Workbench, pass in the selected crew and schedule period, and automatically execute the search to display the labor schedule rows. Go to PM Projections Select to display the View Projections component search page. Enter a PM Projection Process Instance number and click Go to directly access the PM Projections based on this process instance. Remove from Schedule Select to cancel the crew assignment from the row and the period: Reason Description See Understanding Crew Scheduling. Report Completed Date Select to display a date field in which you can select the date that the selected rows were completed. When you click the Go button, this date is updated in the Completed field in the grid of the Schedules tab for each row. You can change this date. Any carryover hours are set to zero, and all the fields in the Crew Schedules Workbench are locked except for the Completed Date field. Note: Selecting Report Completed Date should be the last thing you do in the Crew Scheduling Workbench. Its selection does not change the task status to complete in the work order. You access the task in the Technician Workbench to change the task status to complete. However, you must make sure that the actual dates are updated in the work order. You can set a task to complete from the Crew Scheduling Workbench if all validations for setting a task to complete passed. Update Carryover Hours Enter carryover hours for the selected rows. If you enter zero carryover hours, then the Completed (date) field appears, for which you can select the date on which the task was completed for the rows. Update Completed Man Hours Select to display a to field in which you can enter the number of man hours that it took to complete the selected task row. Update Schedule Hours Select to display a to field in which you can enter the number of schedule hours that it took to complete the selected task row. Confirm Metrics Select to update the metrics in the crew capacity grid if the crew and period in the grid match the crew and period in the row. The system does not update the actual capacity in the database until you save the Crew Scheduling Workbench.
Go	Click this button to perform the selected action, validate the action for the selected rows, and display warning, error, and informational messages on the Message tab, which only appears when messages are generated. Note: Clicking the Go button does not save the changes resulting from the action. You must click the Save button.
Save	Click this button to save the Crew Scheduling Workbench. This action also updates the crew schedule metrics in the appropriate crew capacity plan.
Refresh	Click this button to refresh changes made on the Assignments tab and to update the Availability tab. This action causes deferred processing in field changes to proceed.