How You Edit a Maintenance Work Definition

After a work definition is created, you can edit certain header information, operations, operation items, and operation resource attributes.

By default, the start date of a new work definition is set to the application date. While editing the work definition, you can update the start date to a future date so that you can continue adding or deleting operations while designing the work definition.

You can perform the following updates to a maintenance work definition:

  • Edit the work definition header details

  • Add, edit, and delete operations

  • Add a parts List item to an operation

  • Add, edit, and delete items within an operation

  • Add, edit, and delete resources within an operation

Besides the editing the maintenance work definitions, you can also perform search within a work definition by expanding the Search: Work Definition region. The Contains search is conducted across the operations, operation items, and operation resources based on the keywords, such as name, code, description, and supply type. The search result cards for the matching entities are displayed in the search results pane and they're also highlighted in the work definition region. You can then drag and drop the same type of objects to the Collected Items icon for updating. You can also right-click the search result card to perform an action, such as edit.

Note: Dual units of measure isn't supported for work definition operation items and outputs. You can add a dual unit of measure item as an operation item or an output item, but the secondary unit of measure and quantity aren't displayed in the work definition user interface.

Edit Work Definition Header Details

Click the Edit pencil icon on the Edit Maintenance Work Definition page to open the Edit Maintenance Work Definition dialog box. In the Edit Maintenance Work Definition dialog box, you can update the name, description, default work order type, default work order subtype, and attachments.

Add, Edit, and Delete Operations

You can add a new operation only to a newly created version of a work definition. If you try to add an operation to a current version, then an error will be presented. Adding a new operation follows the same process as creating a new operation.

  • To add a new operation, click the Operations tab in the right drawer region, and drag and drop the new operation card by Type (In-House or Supplier) into the work definition region. The Add Operation dialog box opens, where you will define the details of the operation. Optionally, you can search for a Standard Operation Code in the Operations tab, then drag and drop the Standard Operation card into the work definition region.
  • To copy an existing operation, right-click the operation card in the work definition region, and then from Actions menu, select: Duplicate. The Create Operation dialog box opens. The operation items and operation resources from the existing operation are copied to the new operation.

If you're Editing an existing or new incremental version of a work definition, then only certain attributes in the operation header can be updated, depending on if the operation is based on a Standard Operation.

Attribute Updatable Description
Sequence Yes

The Sequence value can be updated for all Operations but must be unique within the definition. Parallel operation sequences are not supported.

The value is generally follow the plant parameters Starting Operating Sequence and Operation Sequence Increment.

Code No If the operation is based on a standard operation, then the code can’t be updated. Additionally, if the standard operation is referenced, then certain attributes below can’t be updated.
Referenced Yes - Conditional

Only applicable if the operation is based on a standard operation.

If selected, a standard operation is referenced, meaning that any future changes to the standard operation are reflected in the maintenance work definition operation.

If deselected, then the operation becomes manually defined, no updates to the standard operation are reflected in the operation and additional attributes can be updated below.

Note: When you deselect the Referenced check box, you can't select it again.

Operation Type No The type can’t be updated.
Name Yes - Conditional The name of the operation can be updated only for manually defined or non-referenced operations.
Description Yes - Conditional The description can be updated only for manually defined or non-referenced operations.
Work Center Yes - Conditional The work center can be updated only for manually defined or non-referenced operations.
Start Date No The start date of the operation can’t be updated. You must create a new version to define an updated future start date.
End Date No The end date of the operation can’t be updated. The value is automatically set when future versions of created.
Count Point Yes - Conditional The count point check box can be updated only for manually defined or non-referenced operations.
Automatically Transact Yes - Conditional The Automatically Transaction checkbox can be updated only for manually defined or non-referenced operations.The Count Point and Automatically Transact attributes are mutually exclusive.
Allow Resequencing Yes The Allow Resequencing check box can be updated for all operations that have the Count Point check box selected.
Attachments Yes The attachments can be updated for all Operations.

You can delete an operation only for a future dated version of an existing definition or a new incremental version of an existing definition. To delete an operation, right-click the operation card in the work definition region, and then from the Actions menu, select: Delete.

If an operation is effective across multiple work definition versions, then any changes to the operation such as adding or deleting operation items, operation outputs, or operation resources, are applied to the work definition versions where that operation is effective. To differentiate component and resource changes between work definition versions, create a new work definition version, duplicate the operation, and delete the old operation, which sets an end date aligned to the previous version end date. The duplicated or new operation has a start date that aligns with the new work definition version, so you can make component and resource changes starting in that version.

Add a Parts List Item to an Operation

To add a Parts List Item to an operation, click the Parts List tab in the right drawer region. Search for the asset, then drag and drop the asset parts list item card into the work definition region. You can also right-click the asset card and from the Actions menu, select: Assign.

Add , Edit, and Delete Items within an Operation

To add an item to an operation, click the Items vertical tab, search for the item, and drag and drop the item card into the work definition region. You can also right-click the item card and from the Actions menu, select: Assign. The Assign Operation Item dialog box opens. The value for several of the work definition operation item attributes is derived from the item structure. Certain attributes require the Override Item Structure Components in Work Definition privilege to update the value that's derived from the item structure.

The following are the operation item related attributes:

Attribute

Description

Operation

The operation to which the item is assigned.

Sequence

The material sequence of the operation item. The value must be unique in an operation.

Item

The name of the item.

Item Description

The description of the item.

Quantity

The quantity of the operation item required in an operation. In a standard item work definition, you can split the quantity of an item structure component to multiple operations. For example, if component A123 has quantity of 10, you can assign quantity of 6 to one operation and the remaining quantity of 4 to another operation.

Note: You need the Override Item Structure Components in Work Definition privilege to update the total quantity of an operation item to exceed the quantity on the item structure.

UOM

The unit of measure of the operation item. The value is derived from the item structure.

Note: You need the Override Item Structure Components in Work Definition privilege to update the unit of measure. The UOM drop-down list shows all the units of measure that have the standard UOM conversions and the item specific UOM conversions, including the inter-class and intra-class UOM conversions.

Supply Type

Controls how the materials are supplied to the work orders. The valid values are: Assembly Pull, Operation Pull, Push, Phantom, Bulk, and Supplier. The hierarchy to default the supply type is in the following order: item structure and then item master. If the supply type isn't defined in the item master, then it's set to Push. You can update the default value.

Supply Subinventory

The supply subinventory from which the material is supplied. The hierarchy to default the supply subinventory is in the following order: work center, item structure, item master, and then plant parameter. You can update the default value.

Supply Locator

The supply locator from which the material is supplied from. The hierarchy to default the supply locator is in the following order: work center, item structure, item master, and then plant parameter. You can update the default value.

Start Date

The start date of the component in the item structure. This field is read only and the start date is referenced from the Oracle Fusion Product Information Management.

End Date

The end date of the component in the item structure. This field is read only and the end date is referenced from the Oracle Fusion Product Information Management.

Attachments

The attachments in the work definition operation. It can be of file, text, or URL type.

Note:
  • When you add an item to an operation, you can choose to add one or more item-level attachments and edit them during future revisions. When a work order is created using the work definition, the attachments can be viewed for each operation item on the Edit Work Order page.

  • If the work order is created by a maintenance program through merging two or more work definitions, the operations won't have their item-level attachments carried forward into the work order.

To delete an Item, you can right-click the item card in the operation and from the Actions menu, select: Delete. An item can be deleted from any operation.

Add, Edit, and Delete Resources within an Operation

To add resource to an operation, click the Resources vertical tab and drag and drop the resource card into the work definition region. You can also right-click the resource card and from the Actions menu, select: Assign. The Assign Operation Resource dialog box opens. You can edit operation resource attributes if the work definition operation is manually entered or created by removing the reference to a standard operation. You can only view operation resource attributes if the work definition operation is created by referencing a standard operation.

The following the operation resource related attributes:

Attribute

Description

Operation

The operation to which the resource is assigned.

Sequence

The resource sequence of the operation resource.

Resource

The name of the resource.

Resource Code

The code of the resource.

Units Assigned

The assigned units can't exceed the available units for the resource as defined in the resource definition.

Basis

The valid values are: Fixed and Variable. Select Fixed if the resource usage is fixed per sequence in an operation. Select Variable if the resource usage varies per sequence in an operation.

Usage

The usage amount of the operation resource.

UOM

The usage unit of measure as defined in the resource definition.

Scheduled

The indicator that the resource is a scheduled resource. A resource can be scheduled if the Usage UOM belongs to the UOM class defined in the profile option RCS_DEFAULT_UOM_SRVICE_DURATION_CLASS.

Principal

The indicator that a resource is the principal resource within a group of simultaneous resources (resources sharing the same resource sequence number).

Charge Type

The valid values are: Automatic and Manual.

Job Profile The job profile for a labor resource.

A job profile comprised of a set of qualifications that are required for an operator to perform a job. When a job profile is specified for an operation resource, then only those labor resource instances that meet the qualifications can perform the operation.

Equipment Profile The equipment profile for an equipment resource.

An equipment profile specifies the set of qualification requirements that an equipment must possess when performing operations in manufacturing. When an equipment profile is specified for an operation resource, then only those equipment resource instances that meet the qualifications can perform the operation. You set up the profile, requirements, and asset qualifications in Oracle Maintenance.

Activity

The predefined values are: Setup, Run, and Tear Down. The lookup can be configured by adding new values.

Costing enabled

The indicator that the resource cost is charged to the maintenance work order.

Inactive On

The date on which the resource becomes inactive.

Attachments

The attachments in the resources. It can be of file, text, or URL type.

Note:
  • When you add an resource to an operation, you can choose to add one or more resource-level attachments and edit them during future revisions. When a work order is created using the work definition, the attachments can be viewed for each operation item on the Edit Work Order page.

  • If the work order is created by a maintenance program through merging two or more work definitions, the operations won't have their resource-level attachments carried forward into the work order.

To delete a resource, you can right-click the resource card in the operation and from the Actions menu, select: Delete. A resource can only be deleted from manually defined or non-referenced operation.