Prerequisites for Using the Technician Workbench

You must complete these prerequisites before using the Technician Workbench.

  • Set up specific options on the User Preferences – Maintenance Management page.

    You must authorize specific users (technicians and administrative personnel) to perform activities on the Technician Workbench by selecting specific options on the User Preferences – Maintenance Management page.

    See Application Fundamentals: User Preferences - Maintenance Management Page.

    • Allow access to other's tasks.

      You must select this option to allow a user to enter work order task information for more than one technician.

    • Time Reported Method

      You can select either Elapsed or Punch Time as the time reporting method that will apply to this user and any technicians for whom this user will report time. The selected value applies to the work order task time entries only on the Time Entry page of the Technician Workbench.

      Important:

      This User Preferences option does not apply to personal time entries. All personal time entries automatically display in Elapsed Time format, regardless of which value you select on the User Preferences - Maintenance Management page.

  • Set up these parameters to enable time entry on the Technician Workbench.

    • Set up employees, who are eligible to enter time, in both PeopleSoft Maintenance Management and in PeopleSoft Expenses.

      These employees are set up on the Organizational Data page (Travel and Expenses, and then Update Profile) and the Employee Job page (Maintenance Management, and then Labor Administration, and then Manage Employee Data).

    • Set up employees, who are authorized to enter time, as resources in PeopleSoft Maintenance Management.

    • Add the general ledger business unit for each employee, for whom time is entered for a work order task, on the General Ledger Integration page of the Integration Template (Set Up Financials/Supply Chain, and then Product Related, and then Project Option, and then Integration Templates).

      Integration templates enable you to share multiple business units across one project. You can post transactions for a project only to the general ledger business units that are specified in the integration template that is assigned to the project. In PeopleSoft Maintenance Management, this is the project that is used to create a work order.

    • Set up Time Reporting Codes (TRC) for use for entering personal time (Set Up Financials/Supply Chain, Product Related, Expenses, Mapping, Time Reporting Codes).

    • Set up a PeopleSoft Expenses business unit (Set Up Financials/Supply Chain, Business Unit Related, Expenses, Expenses Definition) for each general ledger business unit that appears in the employee data of each employee for whom time will be entered on the Technician Workbench or the Work Order Completion component.

    • Select the Time Reporting Options for each general ledger business unit that you set up on the Expenses Definition – Business Unit 2 page (Set Up Financials/Supply Chain, and then Business Unit Related, and then Expenses, and then Expenses Definition)

    • Optionally set up PeopleSoft Time and Labor, if you want to process personal time entered on the Technician Workbench.

      Note:

      If you do not set up PeopleSoft Time and Labor for personal time entries, the hours collected are for your information only.

    • Optionally set up PeopleSoft Payroll, if you want the personal time entries entered on the Technician Workbench to flow from PeopleSoft Time and Labor to PeopleSoft Payroll.

    • Grant authorization to users who are authorized to enter time in the Technician Workbench using Manage Expenses Security in PeopleSoft Expenses.

    • Set up the Billing Type and the Billing Action in the Time and Expenses, and then Employee Information, and then Update Profile.

    • Select whether you want to display the Project Time Grid (collects time to send to PeopleSoft Project Costing), or the Policy Time Grid (collects personal time to send to PeopleSoft Time and Labor), or both time grids in the Time Entry page on the Technician Workbench. (Set Up Financials/Supply Chain, Business Unit Related, Expenses, Expenses Definition, Business Unit 2 page.)

  • Set up inventory entry and processing parameters.

    Set up the Transaction Accounting Rules for the Work Order Usage Group (231) in Cost Accounting for the Inventory business unit.

  • Set up tool usage processing.

    • The cost and bill rates for tool usage are based on either the rates set up for the asset type and subtype on the Tool Rates page of the shop or the rates defined for the asset subtype in PeopleSoft Asset Management, Physical Definitions, Asset Subtype.

    • The PeopleSoft Maintenance Management Tools Usage (TUG) System Analysis Type is set up in Installation Options, Project Costing Integration.