How You Search for Work Requirements

Using the existing page, in the edit mode of a maintenance program, you can manage the work requirements on the Work Requirements tab. Here you can create, view, edit, and delete the work requirements associated with the maintenance program.

The page includes a Query-by-example (QBE) search option. When you click the QBE icon, it reveals a search bar where you can search the list of requirements by certain columns. Optionally, you can also click on certain columns to sort the results rows ascending or descending by value.

Using the Redwood page, the Work Requirements tab returns a list of all requirements for programs in organizations for which you have access. By default, the Organization filter will be set to the contextual organization or your user default.

Search Section Using the Redwood Page

Capabilities	Description
Search	On the tab, search for your work requirements using Oracle's smart search and filters. You can quickly and easily perform full-text searches for assets across attributes using this enhanced search function. View the search results in a sortable table based on the matching records. The page includes a keyword search, context, and results filter chips.
Search Results	Upon entering the page, the results are automatically returned by the default context filter chips, displaying work requirements for the selected Organization. You can then use the keyword search or results chips to further refine the results. You can also expand the search by selecting additional Organizations.
Keyword Search Filters	You can use the keyword search to filter the results by: Work Requirement Name Work Requirement Reference Program Name Program Code Asset number Asset description Asset serial number Item number Item description Work Definition Name Work Definition Code
Results Chips	Use the results chips to filter the results by: Organization Program Asset Work Definition Status Work Requirement Work Requirement Reference Work Requirement Type Asset Description Item Item Description Start Date End Date
Saved Searches	You can optionally use saved searches to: Select an existing saved search. Create a search. Share a search with others. Mark a search as their default search, which loads each time the workbench is opened. Use a system search created by the administrator. Note User default searches override administrator default searches. The administrator must create the saved search index prior to creating new saved searches. Additional details are covered in the Setup Maintenance section of the Implementing Manufacturing and Supply Chain Materials Management guide.
Manage Columns	You can manage the columns in the user session.
Export	You can export the results rows.
Create Work Requirement	Action that will navigate you to the New Work Requirement page. Click Cancel to return to the search results.
Release to Planning	Action that updates the status of a requirement from Ready to Forecast to Active.
Revert to Ready to Forecast	Action that updates the status of a requirement from Active to Ready to Forecast.
Generate Requirement Forecast	Action that allows you to generate the forecast for only the selected work requirement, and not the entire program. This action is only available if the status is Ready to Forecast or Active and the asset maintenance parameter option, Allow Suppress and Merge across Work Requirements is set to No. Note: It's recommended to set the parameter option to No, thereby disabling this capability unless you have an established business requirement and fully understand its capability and limitations. Merge and suppress options, that support multiple work definitions across intervals in a cycle, are best modeled and forecasted within a single work requirement.

The list of results is based on each unique work requirement, sorted by its name. In each row, you view key details for a work order.

Results Section on the Redwood Page for Work Requirements

Key Details	Description
Name	Click the hyperlink to go to the Work Requirement details page.
Reference	Optional reference for a work requirement. This is helpful to filter rows within a program.
Type	Type of the work requirement. The valid values are: Asset, Item, Mixed Asset, or Asset Route.
Type Reference	Further describes the type of work requirement: For an Asset or Asset Route, the Asset Number is displayed. For an Item-based, the Item Number is displayed. For mixed assets, no value is displayed.
Affected Assets	Count of the affected assets in a work requirement. Note: This number will not calculate for an item-based work requirement, as the number of assets is dynamically calculated during forecasting.
Status	Status of the work requirement.
Program	Name of the maintenance program.
Organization	Name of the maintenance program’s organization.
Start Date	Start date of a work requirement.
End Date	Optional End date of a work requirement. When reached, it will stop forecasting.
Forecast Date	Date the forecast was last generated for the requirement.
Work Order	Indicates if work orders have been created or not for the requirement.

Work Requirement Status

Using the existing page, work requirements use the status values of Draft and Active.

Using the Redwood page, you will see a status of Ready to Forecast, along with the existing status values of Draft and Active. This new status is available using the Redwood page, REST API or File-based upload after opt-in.

During bulk creation of new programs and work requirements using the File-based upload, you must decide if the requirement status should be set to Ready to Forecast or Active. It is generally recommended to set to Ready to Forecast so you can generate a preview forecast, validate the method and asset initialization, then manually promote each requirement to planning and a status of Active. Let’s compare them:

Draft: the same in both pages:
- This status is used to represent a Work Requirement that has a header record, but not a full definition of forecast method, assets, and work definitions.
- A forecast can’t be generated while in Draft status, as there is not enough required information.
Ready to Forecast: Only using the Redwood page after opt-in:
- This status is used to first indicate that a work requirement has the required information of a definition of forecast method, item or asset(s), and work definition(s) and can now be forecasted. Therefore, the requirement will move from Draft to Ready to Forecast status automatically.
- The requirement can be optionally forecasted, generating a preview version of the forecast dates that is only viewable here in the Forecast tab of the page. It will not be viewable in the Manage Forecasts page, nor are the dates eligible for creating work orders.
- If the requirement is edited, it could return to Draft status if any of the required information is deleted.
Active: The same in both pages:
- In the exiting page, a requirement will move from Draft to Active status automatically when it has the required information to generate a forecast.
- However, using the Redwood page, you must promote it when ready by clicking an action button Release to Planning. At any point in the future, you can also return it to Ready to Forecast status for editing and forecast validation.
- Once in an Active status, generating a forecast will produce due dates that are viewable in the Manage Forecasts page and eligible for creating work orders.

Note: Care should be taken when returning to the Ready to Forecast status. The Active forecast is deleted after the last work order in history and it stops recalculating. You must quickly make your updates, verify the changes in a forecast preview, release the requirement back to planning and regenerate the Active forecast. If any delays occur in returning it to planning, due dates could be skipped in the Active forecast.