Work Order Completion

There are two components in PeopleSoft Maintenance Management that you can use to enter data to complete a work order. These components are:

• The Technician Workbench.

  This component enables technicians and authorized personnel to enter labor time, materials, tools and other actuals data that pertain to one or more work orders.

• The Work Order Completion component.

  This component enables, typically supervisors, to enter labor time, materials, and tool usage actuals for the tasks associated with a single work order.

Work Order Task Completion Using the Technician Workbench

Technicians and authorized users can access the Technician Workbench to search for and view a list of all of their assigned work orders and tasks. The workbench, as described previously, provides detailed information about each task assigned to a specific technician. The technician can:

• Change the status of one or more selected work order tasks.

• Review the work order data and the task data, including required start and end dates and times, scheduled start and end dates, project information, supplemental data, and notes that are associated with the task.

• Access the work order task, if authorized, where they can schedule resources and perform additional updates.

• Enter the actual start and end dates and times of the task.

• Classify the issue that caused the task by a problem group, problem, cause, and resolution.

In addition, links are available from the workbench, which include:

• The capability to view the work order header details.

• The capability to update the asset's offline status and enter a new asset location, area, and effective date.

• Asset downtime entry.

• Task note entry.

• Supplemental data entry.

• The capability to complete the pre-task and post-task checklist.

• Service requests, which indicate the number of active service requests that are assigned to a specific technician and transfer the technician to the Service Request Inbox. Technicians can address the service requests to which they are assigned.

• My Calendar, where technicians can view their assigned tasks on a daily, weekly, and monthly basis.

• Time Entry, which enables technicians to enter the elapsed time or punched time that they took to perform the work order task, as well as personal (non-work order) time.

• Materials, which enable the technicians to view a detailed list of all materials (inventory, floor stock, on-hand, and purchased) that are assigned to a work order task, see the delivery instructions for the material, and generate and print a PeopleSoft Inventory pick list.

  The technician can later enter the quantity of each item that is used to perform the work order task.

• Tools Usage, which enables technicians to enter the actual start and end dates and times for each tool (asset) that they use to perform a work order task. Technicians can also enter unscheduled tools and their usage here.

• Meter Reading, which enables the technicians to enter the current meter reading information for the asset that is being maintained or repaired.

  You can click an icon next to the Advanced Options link to access a user-driven Meter Reading Trend Chart and access the Meter Reading History table.

• Procedures, which enable the technicians to view and complete the checklist, view the instructions, and view and print attachments that are associated with the work order task.

  The technician can also click a link to access the actual work order and work order task, where the technician can make modifications or changes to the task and the work order, if authorized to do so.

• Causal Parts, which enables the technician to enter the parts that caused an equipment failure that resulted in the necessity of the work order task. This serves as additional reference information or you can use it when filing a warranty claim based on a work order task.

• Report Crew Assignment Time, which enables a technician to report carryover hours, completed hours, and completed dates.

You can click a Mass Change button that enables you to update the selected work order tasks with actual completion dates and times and PCR (problem, cause, and resolution) codes.

You can also click a Print button that enables you to access the Work Order Task Detail Report page, from which you can print resource assignment reports and reference reports with a bar code.

Work Order Task Completion Using the Work Order Completion Component

The Work Order Completion component enables you to update completion data for the tasks associated with a single work order. The Work Order Completion component has many of the same capabilities as the Technician Workbench. The differences between using the Work Order Completion component rather than the Technician Workbench are:

• You enter data for tasks associated with a single work order and it's tasks, rather than multiple work order tasks.

• You must enter labor actuals using the Elapsed Time Entry method for each employee that worked on a task. When you submit these transactions, they are automatically staged for cost collection by Project Costing. The Technician Workbench requires that the transactions be staged separately by a batch process in Time and Expenses.

  Note:

  The system will prevent you from entering labor time entries for a task row in the Work Order Completion component if you have already entered them on the Technician Workbench. It will also prevent you from entering labor time entries on the Technician Workbench if you have already entered them on the Work Order Completion component.

• You cannot enter actual data for crew scheduling on the Work Order Completion component.

• The remaining fields and links are identical to the fields on the Technician Workbench.

For each task associated with the work order, you can:

• Enter an actual start and end date and time.

• Enter problem, cause, and resolution data.

• Enter labor actuals.

• Enter tools usage.

• Enter materials used.

• Causal parts.

• Complete checklists.

• Add notes.

• Report asset downtime.

• Enter supplemental data.

• Perform mass changes of actual start and end dates and times and PCR codes for all of the work orders.