The Work Order Workbench

Before you can assign a scheduler to a work order task so that the scheduler can access the Work Order Workbench, you must:

  1. Set up a role and permissions for a scheduler.

  2. Set up the scheduler as an employee either using the PeopleSoft HRMS or FSCM database.

  3. Establish the scheduler as a resource in PeopleSoft Maintenance Management.

  4. Access PeopleSoft Maintenance Management's Manage Profiles for the scheduler and associate the scheduler with a shop.

  5. Access the shop and enter a user-defined scheduler's code and then select the scheduler to associate with the code.

    You can assign as many schedulers to a shop as you want, but you can only identify one scheduler as the primary scheduler. The primary scheduler's name displays, along with the scheduler code in the work order's Requirement's page for each work order task.

Setting up schedulers in the shop based on a scheduler's code enables you to easily change the scheduler assigned to multiple work order tasks without having to access each work order. You just access the shop and remove the current scheduler's employee ID assigned to the scheduler code and assign another scheduler's employee to the same scheduler's code.

See Understanding Labor and Tools Resource Setup and Maintenance.

You can select different schedulers for each work order task in the work order's Requirements page as long as they are assigned to the shop associated with the work order. Once you assign a scheduler to a work order task, the scheduler can access the Work Order Workbench component and view a list of assigned work order tasks. The scheduler can add or modify the scheduled start and end date and schedule the work order task directly from the Work Order Workbench. However, the scheduler must click the Work Order link in the workbench to access the work order component and assign resources to the work order task.

When you create a work order, the Scheduling page:

  • Is immediately available for pre-approved work orders as long as the shop is set up to access and use Scheduling for its work orders.

  • Is not accessible until the work order is approved if work order approval is required based on the set up in the business unit, work order type, or shop.

The Work Order Workbench includes:

  • A Task Overview tab, which enables a scheduler to link to the assigned work order and the work order task, as well as view the task's description, the associated asset's description, and any notes associated with the task.

    It also displays the work order type, the priority, the task's status, and the location of the task.

  • A Schedules tab, which enables a scheduler to view the required start and end dates for the work order task, as well as enter or modify the scheduled start and end dates and times for each work order task.

    Work order tasks without a start date have a status of awaiting scheduling. You can also select or view any task dependencies.

  • A Resources tab, which enables a scheduler to identify which types of resources are set up for each task.

    The scheduler can click one of the resource links, such as Labor, and access the selected resource schedules grid on the work order's Schedules page for the selected task. The scheduler can then assign and schedule resources or modify existing resource schedules, depending on the task's status.

  • An Asset Information tab enables a scheduler to review any warranties associated with the asset that is being repaired or maintained in a selected work order task, as well as a history of any other work orders that were associated with this asset.

    The scheduler can also access the target asset's calendar to determine the available dates that the asset can be taken offline for maintenance or repair. After reviewing the dates, the scheduler uses the calendar to reserve the target asset based on the scheduled start and end dates of the work order task.

    Schedulers who have large workloads can set up specific search criteria and save this information. They can select these saved search criteria as a view and access the view at any time, which eliminates the need for setting up the criteria every time they want to view or schedule specific work order tasks.

    Schedulers can create a new work order from the Work Order Workbench and can change the status of one or more existing work order tasks.

  • A Full Description tab enables a scheduler to view the full description entered for the work order and the full description entered for each work order task.

A scheduler must be able to respond to changes that may occur during the completion of a work order, such as changes in a resource's availability or access to an asset being maintained. These changes are performed manually by the scheduler. Schedulers can view the location of selected work order tasks on an ESRI map by selecting the work orders and tasks and clicking the Map Selected Tasks button, which displays each task location on the map. Each location is identified by the work order business unit, work order ID, and task ID. You can click this marker to view the task description, shop, service group, priority, work order type, and task status.

Note:

The Map Selected Tasks button appears only if ESRI is installed and set up.

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

You can enable specific users to perform various types of scheduling activities in the User Preferences, and then Maintenance Management page.

See Application Fundamentals: User Preferences - Maintenance Management Page.