PeopleSoft Maintenance Management Integration with PeopleSoft Resource Management

PeopleSoft Maintenance Management shares pages and tables with PeopleSoft Resource Management, an application that provides calendars and profiles for labor resources, schedule management for labor and tool resources, and a search engine to help identify the most qualified or applicable labor and tool resources to perform work. You are not required to install PeopleSoft Resource Management to use PeopleSoft Maintenance Management. Three primary methods are available to enter person data into the software from which to create resources in PeopleSoft Maintenance Management. These methods include:

  • Synchronizing the PeopleSoft Human Resources Management System (HRMS) database, which provides key employee data, with your Financials Supply Chain Management database using the PeopleTools Integration Broker technology and the standard application messages that are delivered with the two databases.

    You must install PeopleSoft HRMS to use this method.

  • Entering employees directly in the Financials Supply Chain Management (FSCM) database using the Manage Employee Data component in PeopleSoft Maintenance Management.

  • Using the PeopleTools Integration Broker technology and the standard subscription application messages that are delivered with the FSCM database to receive data in XML publications from a third-party human resources database.

    This requires some custom development work to extract data from the third-party human resource management system and publish the data in the XML format that is required by the subscribing message in the FSCM database.

Regardless of which path you select, you must identify in PeopleSoft Maintenance Management the subset of labor resources that you are going to use as technicians to perform the work order tasks. In PeopleSoft Maintenance Management, you:

  • Must assign each technician to one or more shops.

  • Can optionally make a technician a member of a crew

  • Can individually identify the primary and secondary crafts for each technician.

  • Can specify the detailed qualifications of each technician.

The shop controls many of the default values that appear in the work order. You can define labor requirements based on the craft and determine estimated costs for each labor resource in the work order task. The scheduler can copy these requirements, if desired, to perform detailed scheduling and assign named resources to a work order task. The scheduler has four different methods to assign a labor resource or tool to a work order task, which include:

  • Clicking the Recommend Labor button or the Recommend Tools button to use a Search engine that recommends both qualified and available resources.

  • Performing a manual search through labor resources and tools to identify an appropriate available resource.

  • Directly specifying the employee ID of the resource or asset ID on the task line.

  • Directly specifying the employee ID or performing the Assign Resource action on the Labor Assignment Workbench.

Optionally, you can set up an approval process for labor resources that requires a technician's supervisor to approve an assignment before the technician is officially assigned to a work order task. Such approvals are usually required for technicians who are assigned to one shop, but are selected to work on a work order that is associated with a different shop. Approval is normally required by the supervisor of the technician's assigned shop.

When labor resources and tools are assigned and scheduled, the system updates the calendar of the technician or the tool. If you indicate that you want to update the resource calendar in the shop that is associated with the work order, then the calendar is updated to reflect the actual end date for the assigned task when the work order task status is changed to complete ahead of schedule. Technicians can access their own calendars, which identify work order task assignments and non-work order appointments, by clicking a link on the Technician Workbench. As work order tasks are performed, the technician can use the Technician Workbench to enter the exact time that the resource worked on each work order task. If a resource completes a task early or the task is canceled, the resource becomes available for assignment to other tasks.