Tool Resource Scheduling

Scheduling a specific tool asset presumes that the asset is marked as a tool and associated to a shop, able to be scheduled based on its availability, and that the asset is formally reserved or checked out for the time period indicated in the work order task. Tool resource scheduling is basically handled like labor resource scheduling in that you can either have the system recommend a tool, specify criteria and search for tools manually, or select a specific tool on the row in the Tool Schedules grid in the work order.

To schedule a tool, you can:

  • Click the Recommend Tools button, which uses the match engine to conduct a search in PeopleSoft Asset Management for an appropriate tool.

  • Manually search for a tool by clicking the Search link on the Tool Schedules - Assignments tab to access the Asset Search page and search for the asset based on availability and a variety of criteria.

  • Select a specific tool's asset ID in the Tool Schedules - Assignment tab's work order task line, which is based on the assumption that you know that this type of tool is always available.

The system can determine availability for tool resources by examining continuous or discontinuous blocks of time, just as it can for labor resources. Each tool is associated with a shop based on its asset classification parameters (asset type, subtype, manufacturer, model), which are originally defined in PeopleSoft Asset Management. Therefore, the availability of the tools is determined by the operating hours of its associated shop. Tool qualification is determined based on the specification of the asset type, subtype, manufacturer, model, and the Asset Management business unit. When a scheduler clicks the Recommend Tools button to run the Resource Match engine, the system compares the Tool Schedules row specifications to the tool assets that reside in PeopleSoft Asset Management and determines qualification fit score based on the following table:

User Specification of Asset Characteristics in Work Order Task Row Qualification Fit Score based on Matching Asset Characteristics

Asset Type, Asset Subtype, AM Business Unit

  • Matches all characteristics: 100%

  • Matches only one of the characteristics: 33.33%

Asset Type, Asset Subtype, Manufacturer ID, AM Business Unit

  • Matches all four characteristics: 100%

  • Matches two characteristics: 50%

  • Matches one characteristic: 25%

Asset Type, Asset Subtype, Manufacturing ID, Model, and AM Business Unit

  • Matches all five characteristics: 100%

  • Matches three characteristics: 60%

  • Matches two characteristics: 40%

  • Matches one characteristic: 20%

If you cannot find a tool in the asset repository, you can procure the tool by creating a requisition or purchase order directly from PeopleSoft Maintenance Management by clicking the Move Selected to Purchase button or creating a purchase requisition or purchase order directly in the PeopleSoft Purchasing application.

See Procurement of Material, Labor, and Tool Resources Using the Purchase/On-Hand Schedules Grid.