Enable Work Orders Scheduling and Resources Assignment

Supervisors can use the Maintenance Supervision workbench to efficiently find and assign resources to work orders. For large organizations or when work orders are in high numbers, you can let them use the Schedule and Assign to Maintenance Work Orders scheduled process to help with the assignment of resources. The process creates baseline assignments and your users can make further changes to the assignments on the workbench.

Users can schedule work orders using any of these two ways:

• The Oracle Production Scheduling application
• The Schedule and Assign to Maintenance Work Orders process

Schedule Work Orders Using Oracle Production Scheduling

You can get the license and implement Oracle Production Scheduling for your users.

The application provides the ability to create a schedule name, define parameters and schedule options, and gather your work orders for a near-term horizon in days. Your users can then solve, analyze, and adjust the schedule results. When ready, they can release the schedule back to maintenance to update the work order dates. See the Using Production Scheduling guide to know how to use the application.

See the Oracle Production Scheduling Implementation guide to learn how to set up this application. If you don’t use Oracle Production scheduling, you can still manually adjust your work order schedule.

Schedule Work Orders Using a Scheduled Process

Use the Schedule and Assign to Maintenance Work Orders process to create a new or update an existing work order schedule using Production Scheduling. To enable this capability, you must set the Use Production Scheduler to Schedule and Assign Work Orders asset maintenance parameter to Yes. After you enable the parameter, select these options on the process page:

Field	Description
Organization	Select an organization where your users can schedule work orders.
Work Order Scheduling	Schedule work orders: Use Production Scheduling (default). If selected, you must define the remaining options below. Don’t schedule work orders: This option denotes that you don't want to schedule work orders using Production Scheduling. If selected, the remaining options are disabled and aren't applicable.
Schedule Name	Optional. Select an existing schedule from Oracle Production Scheduling. If left blank, a new schedule name is automatically created.
Horizon in Days	This relates to the number of days into the future to consider work orders. The value defaults from the asset maintenance parameter, but you can edit the value before submission.
Item Catalog	Required to control which work orders are considered by evaluating the work order asset’s source item and item catalog setup.
Asset Item Category	Required to control which work orders are considered by evaluating the work order asset’s source item and item category setup.
Material Item Category	Required to control which work orders are considered by evaluating the work order asset’s source item and item category setup.

Assign Resources Using a Scheduled Process

After you're done with your near-term work order schedule, or after a new or updated schedule is generated, you can consider assigning resources automatically. Set the Work Order Scheduling parameter to the Don’t schedule work orders option to turn on this feature.

When creating new assignments, the application evaluates each work order in the schedule window, identifies resources that don't have assignments, and finds available resources. Resources must have a resource instance defined for the resource and must not already be assigned during the same day and time. Additionally, they must not exceed the daily scheduled percentage asset maintenance parameter, which is defaulted to 80%.

On the process page, set these values for the fields:

Field	Description
Organization	Select your organization where you wish to schedule work orders.
Resource Assignment	Select an one of these options: Null or blank: No assignment action is taken. Create new assignments: Select this to consider all work orders in the schedule window for assignment (default). It's recommended to use this option if there are either no existing assignments or if you want to only address adhoc or preventative maintenance work orders that have been added to an existing schedule period. Don’t create new assignments: Use this option if you don't want to consider assignments during the schedule of work orders. Refresh existing assignments: Use this option to delete and recreate assignments across all work orders in the schedule window for assignment. This option is helpful if you have updated a schedule, either manually or programmatically, and want to refresh all assignments during the period. Remove existing assignments: Use this option to delete all the assignments during the schedule of work orders. You may find this helpful to remove all the assignments over a schedule period, then schedule and create new assignments.
Work Centers	You can select only a single work center to perform assignment actions.