1. Using Maintenance
  2. The Maintenance Execution Landing Page

The Maintenance Execution Landing Page

You can use the Maintenance Execution landing page to obtain a comprehensive view of all your maintenance execution activities, highlighting work orders that require immediate attention and enabling quick actions to navigate to additional maintenance activities.

  • Focused Task Management: The landing page is customized to show current and future assignments to technicians to ensure they can prioritize and focus on maintenance tasks. The page also shows the number of work orders that the technician is qualified to perform but isn't assigned yet.
  • Performance Insights with Metrics: The page provides a summary of key metrics to allow technicians to track their progress and review upcoming maintenance work orders that they're qualified to perform.
  • Maintenance Work Order Search: Find maintenance orders using a powerful index-based search engine and navigate quickly to the relevant work order details page for viewing or editing.
  • Navigation for Maintenance Activities: Use the Quick Actions links to navigate to commonly used and all actions related to functional areas for maintenance and execution. Enhance your user experience by pinning frequently used actions beyond the default actions, making them accessible at the top of your action list.

Actions

The Maintenance Execution landing page provides an actions menu to access the different setup, management, and execution tasks. Click the View all actions link on the page to see a list of all available actions in a drawer. You can pin your most frequently used actions and they appear on the landing page itself.
Section Action Description
Maintenance Asset Definition Asset Information Management Use Smart Search to search for and view assets Create and edit installed base assets for enterprise and customer assets across each organization for which you have data access.

This action is available only if the Use Smart Search to Search For and View Assets in the New Assets UI opt-in is enabled.
Maintenance Assets Create, edit, view, and search installed base assets for enterprise and customer assets across each organization for which you have data access.
Hierarchy Navigator

Logical hierarchies help you group assets that operate in the same or different inventory organizations.

You can use your hierarchies to model a plant, production line, vehicle fleet, customer, or location. When created, you can easily search for, interact with, and manage your related assets.
Logical Hierarchy

Logical hierarchies help you group assets that operate in the same or even across different inventory organizations.

You can use your hierarchies to model a plant, production line, vehicle fleet, customer, or location. When created, you can easily search for, interact with, and manage your related assets.
Asset Groups Create, edit, view, and search asset groups. You can create, view, and edit the rules for a group.
Asset Group Rules

Setup used to define asset group rules, asset groups, and associate assets to groups.

This action is available only if the Redwood Page for Manage Asset Group Rules Enabled profile is set to Yes.
Meter Templates

Create, edit, view, and search meter templates.

You can also define meter template item applicability for automatic association during asset creation.
Service Mappings Create, edit, view, and search relationships between services, sources, entities, and attributes.
Service Mapping Algorithms Write Groovy Scripts used to execute service mappings.
Correct Sales Order to Asset Data Correct issues with service mapping data that were identified in the process error logs.
Warranty Coverages Create, edit, view, and search supplier warranty coverages.
Warranty Contracts Create, edit, view, and search supplier warranty contracts.
Warranty Claims Create, edit, view, and search supplier warranty claims.
Warranty Labor Reimbursement Rates

Create, edit, view, and search supplier warranty labor reimbursement rates.

This action is available only if the Manage Supplier Warranty Claim Labor Rates opt-in is enabled.
Warranty Standard Repair Times

Create, edit, view, and search supplier warranty standard repair times.

This action is available only if the Manage Supplier Warranty Standard Repair Times opt-in is enabled.
Maintenance Work Definition Work Definitions Create, edit, view, and search maintenance work definitions.
Print Maintenance Work Definition Report

Run a scheduled process to generate a maintenance work definition report with the work requirement details. When complete, you can view the report in the job output log in PDF format.
Work Areas

Create and maintain work areas to represent specific regions where maintenance activities are executed. Work areas are created in the context of a maintenance organization.

This action is available only if the Redwood Work Areas Enabled profile option is set to Yes.
Work Centers

Create and maintain work centers to represent specific location where maintenance work is performed and is comprised of resources having similar capabilities. Work centers are created in the context of a work area.

This action is available only if the Redwood Work Centers Enabled profile is set to Yes.
Resources

Create and maintain resources to model the labor or equipment used in a maintenance work center and operation and to track usages during maintenance execution. Resources are created in the context of a maintenance organization. They're then further defined for each work center, detailing their quantity, availability, and shifts.

This action is available only if the Redwood Production Resources Enabled profile option is set to Yes.
Standard Operations

You can create operation templates by defining the operation details and its resources. These can then be referenced in one or more work definitions or manually selected when a work order is created in the user interface, REST API or file-based upload of maintenance work orders.

This action is available only if the Redwood Standard Operations Enabled profile is set to Yes.
Download Standard Operations to Spreadsheet You can create and update the standard operations and resources by using the Oracle Application Development Framework Desktop Integration (ADFdi).
Qualification Requirements Setup related to managing qualification requirements.
Qualification Profiles Define qualification profiles
Condition Event Codes

Setup to define condition codes for a maintenance program. This is part of the integration of Oracle Asset Monitoring, part of the Oracle Fusion Cloud IoT Intelligent Applications.

This action is available only if the Redwood Page for Manage Condition Event Codes Enabled profile is set to Yes.
Failure Sets Manage failure sets for failure analysis during work order execution.
Work Order Statuses

Setup used to create user-defined work order status values. These values are based on the predefined status values codes.

This action is available only if the Redwood Work Order Statuses Enabled profile is set to Yes.
Maintenance Programs Create, edit, view, and search maintenance programs in the context of a specific maintenance organization.
Maintenance Forecasts Search, view, and update forecasted asset due dates from maintenance programs.
Operational Rules Define operational rules for external integrations with connected assets.
Generate Maintenance Forecast

Run a scheduled process to generate and refresh the maintenance forecast for an organization and one or more maintenance programs. The forecast window parameter of number of days is referenced.

This job is typically setup on a scheduled basis in your production environment.
Generate Maintenance Work Orders

Run a scheduled process to create work orders based off the maintenance forecast for an organization and one or more maintenance programs. The work order window parameter of number of days is referenced.

This job is typically set up on a scheduled basis in your production environment.
Manage Maintenance Work Orders

Create, edit, view, and search maintenance work orders in the context of a specific maintenance organization.

Additionally, you can:

  • Release or put work orders on hold.
  • Use mass actions to change priority and status of multiple work orders at the same time.
  • Perform mass close action on the completed work orders using the scheduled process.
  • View and manage the work order exceptions.
  • View the costs associated with the work orders.
  • Generate and print work order details report and material requirements report.

Maintenance Supervision

 Create, edit, view, and search maintenance work orders in the context of a specific maintenance organization.

This action is available only if the Redwood page for Maintenance Supervision Enabled profile is set to Yes.

Material Availability Rules

Create, edit, view, and search material availability rules in the context of a specific maintenance organization.

Rules are used by the application to create an initial recommendation based on which work orders should be released when materials are scarce.

Material Availability Assignments

Workbench that's used to ensure all materials are available for a work order prior to its release to the shop floor. As priorities change, you can execute work orders of lower priority that become a high priority.

When materials are scarce, you can decide which work orders you can release, and which work orders you must place on hold until materials become available.
Exceptions Create, edit, view, and search material exceptions rules in the context of a specific maintenance organization.
Print Material List Run the scheduled process to generate a maintenance work order material report for one or more work orders of a specific maintenance organization. When complete, you can view the report in the job output log in PDF format.
Print Work Order Details Run the scheduled process to generate maintenance work order operation details for one or more work orders of a specific maintenance organization. When complete, you can view the report in the job output log in PDF format.
Maintenance Transaction History

Search and view work order transaction history for assets over time.
Close Maintenance Work Orders

After performing all the activities on a maintenance work order, you must close the work order to prevent any further updates to it. The costing and variants of the work order are also posted upon closing of the work order.

Run a scheduled process to mass close one or more work orders of a specific maintenance organization. When complete, you can view the output log.
Transfer Transactions from Maintenance to Costing

Run a scheduled process to transfer transactions from Oracle Maintenance to Oracle Costing of a specific maintenance organization. This includes maintenance work orders that are in a closed status only.

When complete, you can view the output log.
Execute Maintenance Dispatch List

Search, view and execute maintenance work order operations in the context of a specific maintenance organization. The maintenance dispatch list displays the maintenance work order operations that are actionable, that's the operations with ready, complete, or in process status.

This action is available only if the following profile is set to No:

Redwood page for Maintenance Dispatch List Enabled
My Maintenance Work

Search, view and execute maintenance work order operations in the context of the logged in user. My maintenance work lists the maintenance work orders that are actionable by the user. Report transactions, issue and return materials, capture quality data and failure events.

This action is available only if the Redwood page for Maintenance Dispatch List Enabled profile is set to Yes.
Pick Materials for Work Orders Pick materials for work orders that are in released status.
Report Exception Report and review maintenance exceptions.
Maintenance Import Load Interface File For Import Run a scheduled process to upload file-based import files for processing.
Import Assets

Run a scheduled process to import installed base assets for a unique batch code. You must have first uploaded the file into the interface tables using the Load Interface File for Import scheduled process.

When complete, you can view the output log.
Import Meter Readings

Run a scheduled process to import maintenance asset meter readings for a unique batch code. You must have first uploaded the file into the interface tables using the Load Interface File for Import scheduled process.

When complete, you can view the output log.
Import Warranty Coverages Run a scheduled process to process warranty coverages using file-based import.
Import Maintenance Work Definitions

Run a scheduled process to import maintenance work definitions for a unique batch code. You must have first uploaded the file into the interface tables using the Load Interface File for Import scheduled process.

When complete, you can view the output log.
Import Maintenance Programs Run a scheduled process to import maintenance program and work requirement definitions for a unique batch code. You must have first uploaded the file into the interface tables using the Load Interface File for Import scheduled process.
Import Maintenance Work Orders

Run a scheduled process to import maintenance work orders for a unique batch code. You must have first uploaded the file into the interface tables using the Load Interface File for Import scheduled process.

When complete, you can view the output log.
Purge Records from Maintenance Interface Run a scheduled process to purge records that were uploaded during the file-based import process

Predefined KPIs

TheMaintenance Execution landing page shows these pre-defined KPIs:

  • My current assignments: This is the number of work order assets for the selected organization context that have a planned start date on or before today that are assigned to the logged in user. Today’s date is determined by the user’s timezone specified in their regional preference. Work orders included in this metric have system statuses that are not Canceled, Closed, or Completed.
  • My future assignments: This is the number of work order assets for the selected organization context that are assigned to the logged in user and have a planned start date after today, within the number of days specified by the profile option, Future Maintenance Work Orders Range in Days (ORA_MNT_LANDING_PAGE_FUTURE_WO_METRICS_HORIZON). The default value for this profile option is 30 days and can be set at either a site or user level. Today’s date is determined by the user’s timezone specified in their regional preference. Work orders included in this metric have system statuses that are not Canceled, Closed, or Completed. You can use business rules to hide this KPI on the page.
  • Qualified work: This is the number of work order assets for the selected organization context that the user is qualified for but is not assigned to and have planned start dates that begin after today and fall within the number of days specified by the profile option, Future Maintenance Work Orders Range in Days ORA_MNT_LANDING_PAGE_FUTURE_WO_METRICS_HORIZON after the user’s current date. The default value for this profile option is 30 days and can be set at either a site or user level. Work orders included in this metric have system statuses that are not Canceled, Closed, or Completed. You can use business rules to hide this KPI on the page.

Create KPI and Visualization and Add to The Landing Page

You can define OTBI-based KPI and visualization using the Visualization Configurations tool. You must first create an analysis in OTBI. To create a KPI for the OTBI analysis, specify metric card as the visualization type. To create a visualization, specify the visualization type such as a bar chart, pie chart, or tabular chart. The Visualization Configurations tool can be accessed using the following URL:

https://<servername>/fscmUI/redwood/cx-analytics/application/container/dvconfig.

You need these privileges:

  • View Service Manager Dashboard (SVC_VIEW_SERVICE_MANAGER_DASHBOARD_PRIV)
  • View Service Representative Dashboard (SVC_VIEW_SERVICE_REPRESENTATIVE_DASHBOARD_PRIV)

Configure Maintenance Execution Landing Page

You can’t remove seeded KPIs in Edit Page Layout. However, you can configure them (hide, show, reorder) in Visual Builder Studio. After creating OTBI-based KPI and visualization using the Visualization Configurations tool, you can add these to the Maintenance Execution landing page. You can also enable guided journey, which can be set up to guide the users to tasks that include AI Agent support.

You need these privileges:

  • Review Maintenance Dispatch List (MNT_REVIEW_MAINTENANCE_DISPATCH_LIST_PRIV)
  • Edit Page Layout of the Maintenance Execution Page (ORA_MNT_EDIT_MAINTENANCE_EXECUTION_LANDING_PAGE_LAYOUT)

Guided Journeys:

  • Manage Guided Journeys (ORA_PER_MANAGE_GUIDED_JOURNEYS)
  • Use REST Service - Guided Journeys Read only (ORA_PER_REST_SERVICE_ACCESS_GUIDED_JOURNEYS_RO)
  • Use REST Service - Guided Journey Responses(ORA_PER_REST_SERVICE_ACCESS_GUIDED_JOURNEY_RESPONSES)

Saved Searches on the Maintenance Execution Landing Page

After you select a pre-defined KPI on the landing page, the results table shows a set of relevant work order assets. You can further reduce the result set using the filters or keyword search.

You can save frequently used criteria and filter settings for quick access. You can create both personal and shared search configurations and set a default saved context or select a saved context for future searches.

Searches are saved in the context of the KPI that is being filtered. Each pre-defined KPI has its own set of saved searches that you can add to and choose from.