Understanding Work Order Task Completion

Once a work order is scheduled, technicians access their assigned work order tasks and perform specific activities in order to complete each task. PeopleSoft Maintenance Management enables technicians to access their assigned tasks in three ways:

  • Accessing the task using the Technician Workbench.

  • Accessing the task in the assigned resource's monthly schedule.

  • Receiving a hard copy of the task.

As work on a work order task progresses, a technician or authorized maintenance administrator enters each technician's labor time, personal time (non-work order), usage of tools, and the management of materials for the task. Work order task completion may also require adding labor, materials, and tools to a work order task after it is scheduled and in process.

Once the labor, materials, and tool actuals are entered on the Technician Workbench, these actual transactions are sent to the appropriate subsystem for processing.

  • Work order labor time and personal time are sent PeopleSoft Expenses.

  • Inventory items are processed in PeopleSoft Inventory.

  • Purchased items are processed in PeopleSoft Purchasing, eProcurement, and Payables.

  • Tool usage is processed in PeopleSoft Project Costing.

PeopleSoft Project Costing collects these values from the subsystems for work order time, inventory items, purchased items, and tool usage, and calculates the actual costs. Peoplesoft Maintenance Management summarizes these actual costs to the Cost page of the work order for analysis and reporting.

This section discusses:

  • Prerequisites for using the Technician Workbench.

  • The Technician Workbench.

  • Labor time entry.

  • Time entry staging and processing.

  • Materials management.

  • Tools usage.

  • Meter readings.

  • Procedures.

  • Causal parts.

  • Crew assignment time reporting.