PeopleSoft Maintenance Management Workbenches

Work Order Workbench

You identify the scheduler for a work order task on the Requirements page of the work order. This scheduler can schedule resources on the Schedules page of the work order. Once the resources are scheduled, the assigned scheduler can access all assigned tasks that are associated with one or more work orders on the Work Order Workbench. The Work Order Workbench enables a scheduler to manage tasks on more than one work order throughout the life of the work order. Schedulers can create and save views by specifying work order data. These views enable the scheduler to easily access specific tasks. For example, you can create a view for all work order tasks with a specific status or all work order tasks that apply to the same asset.

The Work Order Workbench displays the tabs, which include the:

Task Overview.

You can access the actual work order, a task description, asset information, and notes from this tab. You can also view the task number, work order type, priority, status, and work location description of each task.
Schedules.

You can view the required start and end dates and duration and add or modify the scheduled start and end dates and times.
Resources.

You can click the Labor, Inventory, Purchase/On-Hand, or Tools link to access the specific task resource schedule on the Schedules page of the work order.
Asset Information.

You can click the Warranty link to view any warranties that are associated with the task's asset and add new warranty information. You can also review the Work Order History for the asset and access the asset's monthly calendar. A hazardous waste warning icon may appear if hazardous waste is associated with the asset.
Full Description tab.

The complete work order and work order task descriptions appear on this tab.

You can also change the status of more than one task at the same time on the Work Order Workbench and, if ESRI GIS integration is set up, you can click on the Map Selected Tasks icon to view the location of one or more work order tasks on an ESRI map.

Note:

The integration with ESRI ARCGIS (Geographic Information System) and Asset Lifecycle Management is no longer supported as of FSCM Update Image 9.2.055.

See Understanding Resource Scheduling.

Crew Scheduling Workbench

The Crew Scheduling Workbench enables schedulers to schedule crews, rather than individuals, to work orders in specific periods and establishes the scheduled hours metrics by crew and craft for future schedule completion and compliance analysis. You can load up a crew based on the availability of the crew by craft. As you allocate each work order task to a craft, you can immediately compare the results against the target load percentage.

Using this workbench, you can determine and schedule backlog work and carryover work. You can also unschedule work and track the reason for unscheduling the work. You can save the schedules in draft mode or freeze them and save the summary totals to the Crew Schedule Metrics. Users can view crew assignments on the Requirements page of the work order, but they cannot modify them.

The Crew Scheduling Workbench also enables you to set up search views that display work orders and tasks that you need to access multiple times. For example, you may want to set up views based on Scheduling Status such as scheduled tasks, unscheduled tasks, carryover tasks, and more.

The top section of the work bench displays the crew capacity data, which is set up based on the establishment of a crew capacity plan. The lower section of the workbench includes these tabs:

You can select actions to perform on one or more selected rows using the Actions field, which appears between the crew capacity grid and the workbench. This actions include:

Assign Crew.
Change Crew End Date/Time.
Change Crew Start Date/Time.
Change Period.
Change Status.
Confirm Metrics.
Create Labor Schedules.
Go to Labor Assignment WB (workbench).
Go to PM Projections.
Remove from Schedule.
Report Completed Date.
Update Carryover Hours.
Update Completed Man Hours.
Update Scheduled Hours.

Crew Assignments tab.

This tab displays the information that is most relevant to assign rows to crews, which includes the work order, the task, the task status, the craft, and the estimated hours. This information is derived from the work order task. The fields for the crew, scheduled hours, carryover hours, completed hours, and completed schedule status are normally updated for each row based on the action data selected for the Action field.
Resources tab.

This tab enables you to review Labor, Inventory, Purchase/On-Hand, and Tool resource data for each work order task. This enables a scheduler to review scheduled resources in order to make an informed decision about each task when scheduling a crew to a task. You can also assign a crew from another shop to a single row or select the Assign Crew action to change the crew and shop for multiple selected rows.
Schedules tab.

This tab displays the required start and end dates and times for each row based on information derived from the task. The required dates provide information that enables the scheduler to determine the best dates and times to schedule the crew.
Rescheduling tab.

This tab displays information regarding any rescheduling actions performed in the past and updated in the rescheduling history. You can manually enter a rescheduling reason code for a single row that has been rescheduled. If you reschedule multiple rows by selecting an action (change period, change start date and time, change end date and time, and more), a reason and description field appear as fields associated with the selected action.
Asset Information tab.

You can review the asset business unit, location, area, and criticality of the asset that is associated with each task. You can also view the asset's calendar, the Work Order Task History, and the Asset Maintenance History. The scheduler can determine the availability, location, and importance of the asset in order to schedule the crew appropriately.
Full Description tab.

The complete work order and work order task descriptions appear on this tab.
Messages tab.

When you perform an action, the system may display an error, warning, or informational icon on one or more rows, and a Messages tab appears. This tab describes the error, warning, or information based on the icon that appears on the Workbench.

After the scheduler completes the scheduling of crews for the next period using the Crew Scheduling Workbench, the craft supervisor can access the Labor Assignment Workbench to assign each technician within the crew. Supervisors can view the daily workload of the crew members all at once and allocate the workload appropriately. A supervisor can also reschedule work to a different resource, remove resource assignments, and display the daily capacity, load, and tasks of each assigned resource. Craft supervisors and schedulers can also make individual assignments outside the crew using the Labor Assignment Workbench.

See Understanding Crew Scheduling.

Technician Workbench

The Technician Workbench enables technicians or authorized employees to access their assigned tasks and enter their work order and personal (non-work order) time, inventory and non-inventory materials used on each task, and the tools that were used on each task. If the task is associated with a preventive maintenance work order that determines maintenance based on meter readings, the technician can enter a meter reading for the asset, view instructions and complete checklists, view attachments, enter any parts that caused the problem, and access the employee's calendar. Icons appear for any task assets that have warranties or hazardous codes associated to them. The technician can also change the status of more than one selected work order tasks at the same time. If a crew was assigned to work order tasks, you can also report carryover hours, completed hours, and completed dates. If ESRI GIS integration is set up, you can click the Map Selected Tasks icon and locate one or more work order tasks on an ESRI map.

Note:

The integration with ESRI ARCGIS (Geographic Information System) and Asset Lifecycle Management is no longer supported as of FSCM Update Image 9.2.055.

The tabs on the Technician Workbench include:

Details tab.

You can view details of the work order, access a selected task on the Schedules page of the work order, review the asset information, scheduled task start and end dates, priority, and task status, and view or add notes and supplemental data.
Details 2 and 3 tabs.

You can view the scheduled start and end times, the required start and end dates and times, the asset business unit and location, the project ID and activity number, and the shop, lead person, supervisor, and scheduler for each task.
Full Description tab.

The complete work order and work order task descriptions appear on this tab.
Task Actual Dates/Times tab.

You can enter the actual start and end dates and times for the task and enter any downtime for the asset.
Failure Reporting tab.

You can select a problem group and the associated problem, cause, and resolution codes for each task, which enables easier searching and tracking of work order tasks.

See Understanding Work Order Task Completion.

PM Schedule Workbench

The PM Schedule workbench enables a scheduler to manage multiple PM Schedules. You can search for PM Schedules to appear based on the asset, the asset location, or the work location. The Preventive Maintenance Schedule Workbench page displays a list of PM Schedules and includes these tabs:

PM Schedule Info. (information) tab.

You can click the Edit button for a schedule to access the selected PM schedule. This grid also displays the schedule ID and description, the asset business unit, the maintenance type, whether it is associated with a meter, whether any blackout periods exist, the threshold percentage, and the basis date for the schedule.
PM Loop Info. (information) tab.

If a schedule is associated with loop, you can view the loop ID and loop definition.
Work Order Info. (information) tab.

You can review the work order business unit, the work order template ID, and the shop, work type, service group, priority code, approval status, internal status, and description of the work order that will be or has been generated for this schedule.
Date Options tab.

You can review the schedule type, interval, week, date of the month, day, and whether the date is generated from the last completion of the previous work order.
Scheduling Option tab.

You can view the selected scheduling option for each PM schedule.
Project tab.

You can view the project ID, activity number, and whether the project is a work order-managed project.
CBM Alert tab.

You can view override options that are set up for the CBM alert and the source of the CBM alert.
Last Reviewed tab.

You can view the name of the person who last reviewed a PM Schedule and the date that it was reviewed.

See Understanding the Preventive Maintenance Process.

Labor Assignment Workbench

After the scheduler completes the scheduling of crews for a period using the Crew Scheduling Workbench, the craft supervisor can access the Labor Assignment Workbench to assign each technician within the crew. Supervisors can view the daily workload of the crew members all at once and allocate the workload appropriately. A supervisor can also reschedule work to a different resource, remove resource assignments, and display the daily capacity, load, and tasks of each assigned resource. Craft supervisors and schedulers can also make individual assignments outside the crew using the Labor Assignment Workbench.

You can search for work orders that are either crew scheduled or non-crew scheduled. When you search for crew-scheduled work orders, you must select a shop, crew, and period. An Availability grid displays the availability of the crew members for the selected period. You assign employees to the crew based on this availability. You can search for resources and display their capacity, load, and tasks assigned each day. You can also reassign and unassign resources. When you create these assignments, they are updated on the work order task's labor schedule rows and on the Technician Workbench.

The tabs on the Labor Assignment Workbench include:

Assignments.

You can select the employee ID and change the hours that are required for the task. You can also indicate whether overbooking is allowed.
Schedules.

You can change the scheduled start and end dates and times.
Asset Information.

Review information about the asset and access any warranties, the Work Order History, and the asset's calendar.
Full Description tab.

The complete work order and work order task descriptions appear on this tab.
Distributions.

Access and modify ChartField distribution for PeopleSoft Expenses.
Messages.

If error messages, warnings, or information exist about the row, this tab appears and contains a description of the error, warning, or information.