Automatically Schedule and Assign Resource Instances to Work Orders Using a Scheduled Process

When work orders are created or updated, the application schedules them using an unconstrained scheduling engine, relying on resource definitions and calendars to set the start and completion dates. You can manually schedule or adjust the dates, but this method doesn’t account for resource or material availability. The Production Scheduling application can optionally help with the scheduling of work orders, while you use the Maintenance Supervision workbench to efficiently find and assign resources to work orders.

You can use resource assignments in the My Maintenance Work page to manage your queue of work orders. However, this can still be a time-consuming process for large organizations or for a large number of work orders. To help with the scheduling of work orders and assignment of resources, you can optionally use a scheduled process, and manage exceptions using the Maintenance Supervision workbench.

Schedule Work Orders Using Production Scheduling

You can optionally license and use Oracle Production Scheduling. Using this application, you can take into account the resource capacity and resource and component availability over a time window for your organization. The application provides you the ability to create a schedule name, define parameters and schedule options, and gather your work orders for a near-term schedule horizon in days.  You can then solve, analyze, and adjust the schedule results. Once satisfied, you can release the schedule back to maintenance to update the work order dates. Additional details are covered in the Using Production Scheduling guide.

If you have licensed and configured Production Scheduling, then you can optionally use the scheduled process to automatically schedule work orders for a time period.  If you don’t use Production scheduling, you can still manually adjust your work order schedule.

After the schedule is created or updated, you can optionally use the process to assign resources.

Assign Resource Instances to Work Orders Using a Scheduled Process

The Schedule and Assign Available Resources to Maintenance Work Orders process generates automatic resource assignments for work orders and work order operations based on resource qualifications and availability.

You can create, refresh, or remove existing assignments.  When creating new assignments, the system evaluates each work order in the schedule window, identifies resources that do not have assignments, and finds available resources. Resources must have a resource instance defined for the resource and must not already be assigned for the same day and time. Additionally, resources must not exceed the daily scheduled percentage asset maintenance parameter, which is defaulted to 80%. The resource assignments are qualified prior to assignment based on HCM resource qualifications.

This process can be launched independently of schedule creation or update.

Customers can now schedule work orders using Production Scheduling and assign resource instances using a scheduled process.  These new capabilities reduce the time spent on manual scheduling and task assignments.

Steps to Enable

To enable work order scheduling using Production Scheduling , you must set the asset maintenance parameter Use Production Scheduler to Schedule and Assign Work Orders to Yes. To assign resource instances, run the Schedule and Assign Available Resources to Maintenance Work Orders scheduled process.

Key Resources

Access Requirements

Make sure that you have the Assign Resource Instances to work orders (MNT_WORK_ORDER_RESOURCE_INSTANCE_ASSIGNMENT_ESS) privilege to run scheduled processes.