2Maintenance Organization

This chapter contains the following:

Overview of Maintenance Organization

A maintenance organization is a typically an inventory organization in which the maintenance and repair of the assets is carried out.

To enable an organization for maintenance, you must set up the organization as an inventory organization, and then categorize the inventory organization as a maintenance organization. You can then set up the plant parameters for the organization to determine various functionality of the organization. Besides the common tasks applicable to all Oracle application, the Oracle Maintenance Cloud application requires additional setup for plant parameters, lookups, work areas, resources, and work centers. The setup tasks are performed in the Setup and Maintenance work area. You can also set up the work areas, resources, and work centers in the Maintenance work area. A maintenance organization must have at least one work area and one work center defined.

For more information regarding the setups, refer to the Using Maintenance chapter of the SCM Cloud Implementing Manufacturing and Supply Chain Materials Management guide.

The following shows the preferred order in which the work areas, resources, and work centers are to be set up:

  1. Create the required work areas for the maintenance organization. Every maintenance organization has a specific region allocated for performing the maintenance activities. This region is referred to as work area.

  2. Create the resources that you require to perform the maintenance activities. A resource can be of type labor or equipment.

  3. Create the required work centers and associate each of them with the appropriate work area. A work center is a maintenance unit that consists of people or equipment.

  4. Allocate the resources to the required work centers. You can also assign shifts to the resources and maintain a work center resource calendar for each resource.

Note: Set up as a project-tracked organization to perform project-specific maintenance work.

How You Manage Maintenance Work Areas

A work area is the specific region in a maintenance organization where the maintenance activities are executed. In other words, a work area identifies a physical, geographical, or logical grouping of work centers.

At least one work area must be defined for a maintenance organization. However, a maintenance organization can have one or more work areas defined within it. A work area consists of one or more work centers within it. Maintenance technicians can report material, resource, and operation transactions performed at work centers that belong to a specific work area.

The Manage Work Areas page serves as a starting point to create, edit, and delete the work areas. To access the Manage Work Areas page, based on your security privilege, you can do either of the following:

  • In the Maintenance Management work area, in the Tasks pane, click the Manage Maintenance Work Areas link in the Maintenance Setup category.

  • In the Setup and Maintenance work area, use the following:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Maintenance Management

    • Task: Manage Maintenance Work Area

Create, Edit, and Delete Work Areas

You create a work area by providing a unique name and code for the work area.

A work area is deactivated or reactivated by updating the Inactive On field. When a work area is deactivated, the work area isn't available for further use until it's reactivated.

You can delete or deactivate a work area if either of the following is true:

  • The work area has no associated work center.

  • The work area has no active work center associated with it.

How You Manage Maintenance Resources

The resources are the labors, equipment, and tools allocated to a work center. Resources can be categorized into two types: Labor and Equipment.

The Manage Resources page serves as a starting point to create, edit, and delete the resources. To access the Manage Resources page, based on your security privilege, you can do either of the following:

  • In the Maintenance Management work area, in the Tasks pane, click the Manage Maintenance Resources link in the Maintenance Setup category.

  • In the Setup and Maintenance work area, use the following:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Maintenance Management

    • Task: Manage Maintenance Resources

Create, Edit, and Delete Resources

You must create a resource with unique name and code. Additionally, you must define the resource type and usage UOM of the resource at the time of creation. If your organization is project-tracked, you can use the Default Expenditure Type field to specify the expenditure type that's defaulted onto the resource transactions when interfaced to costing. You can't change the usage UOM of a resource once the resource is associated with a work center. However, you can edit all other resource attributes at any time.

Note: The usage UOM field indicates the unit of measure for the planned and actual usage of a resource. A resource can be used in the work definitions and work orders only if the usage UOM belongs to the UOM class as defined in the profile SCM Common: Default Service Duration class.

A resource is deactivated or reactivated by updating the Inactive On field. When a resource is deactivated, the resource isn't available for further use until it's reactivated. You can delete a resource only if the resource isn't assigned to any work center and the resource isn't associated with any active resource instance.

How You Manage Maintenance Resource Instances

A resource instance is granular representation of a resource and is represented by a unique code and name. A resource instance may or may not be associated with a work center. A resource instance can be of labor type or equipment type based on the resource with which it is associated.

On the Resource Instances tab of the Edit Resource page, you can create, edit, and delete the resource instances.

You can access the Edit Resource page using either of the following steps:

  • On the Maintenance Management work area, in the Tasks pane, click the Manage Maintenance Resources link. On the Manage Resources page, click the resource name to open the Edit Resource page.

  • In the Setup and Maintenance work area, go to the following:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Maintenance Management

    • Task: Manage Maintenance Resources or Manage Maintenance Resources Instances

    On the Manage Resources page, click the resource name to open the Edit Resource page.

You can create a resource instance with a unique identifier and a name. Optionally, you can select the primary work center for the resource instance. This facilitates quick assignment of the resource instance in work orders and work execution transactions. You can also deactivate or reactivate a resource instance by updating the Inactive On field. When a resource instance is deactivated, the resource instance is not available for further use until it is reactivated.

For an equipment type of resource instance, you can provide the asset number and asset description to associate the resource instance with the asset. For a labor type of resource instance, you can provide the person type and person name to associate the resource instance with a worker.

How You Manage Maintenance Work Centers

The work centers are specific production units that consist of people or equipment with similar capabilities. Each work center is associated with a valid work area and can be used for capacity requirement planning and detailed scheduling.

The Manage Work Centers page serves as a starting point to create, edit, and delete work centers. To access the Manage Work Centers page, based on your security privilege, you can do either of the following:

  • In the Maintenance Management work area, in the Tasks pane, click the Manage Maintenance Work Centers link.

  • In the Setup and Maintenance work area, use the following:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Maintenance Management

    • Task: Manage Maintenance Work Centers

Create, Edit, and Delete a Work Center

You create a work center by providing a unique name and code for the work center, and a valid work area to which the work center is associated.

A work center is deactivated or reactivated by updating the Inactive On field.

You can't delete a work center if:

  • The work center has any resource associated with it.

  • The work center is being referenced in a work definition operation.

  • The work center is being referenced in a work order operation.

Add Resources to a Work Center and Allocate Resources to a Shift

After creating a work center, you can add resources to it and then allocate shift hours to each resource.

You can add a resource to a work center by selecting from or entering values for the following fields:

Field Description

Resource

The unique identifier of the resource.

Inactive On

The date on which the resource becomes inactive.

Default Units Available

Number of resource units available in a work center.

Available 24 Hours

Indicator whether a resource is available 24 hours a day. A resource that isn't available 24 hours is available only during the shifts assigned to it.

Check Capable To Promise

Indicator whether the Global Order Promising engine considers the capacity of this resource during order promising.

Utilization

The percentage of the resource time available for the task.

Efficiency

The percentage of the time a resource takes to complete a task.

Utilization and Efficiency Percentages:

The utilization and efficiency percentages are by default set to 100%. When these percentages are set to less than 100%, they extend the scheduled duration of the resource during work order scheduling. For example, if 1 hour of work is required to be done using the resource R1 starting from 10 AM on a specific work order, and if its efficiency is 50%, and utilization is 50%, then the scheduler determines the end time for this resource as 2 PM, calculated as following:

1 / ( 0.5 * 0.5 ) = 4 hours

Resource Allocation:

A resource is available in shifts if the Available 24 Hours field isn't selected. When a shift-based resource is associated with a work center, default units of the resource are automatically assigned to all the shifts of the maintenance organization. You can update the availability of resource units across the shifts as required.

For example, consider that you have defined two 8-hour shifts for the work center WC1: Day shift and Night shift. You associate two units each of four resources R1, R2, R3, and R4 to the work center WC1. The following table shows the key scenarios and their implementations:

Scenario Consideration Solution

You want the resource R1 available for 24 hours a day.

You haven't associated the resource R1 to the work center WC1 yet.

Select the Available 24 Hours check box when associating the resource R1 to the work center WC1. Now, the two units of resource R1 are available 24 hours a day and you can't assign any shift for it.

You want two units of the resource R2 available for the Day shift only.

You have already associated the resource R2 to work center WC1 with Available 24 Hours check box deselected.

In Resource Availability region, in the Day shift column, enter 2 against the resource R2. Now, the two units of resource R2 are available for Day shift. For the Night shift, the resource R2 has zero or blank value.

You want one unit of the resource R3 available for Day shift and one unit of resource R3 available for Night shift.

You have already associated the resource R3 to work center WC1 with Available 24 Hours check box deselected.

In Resource Availability region, in the Day shift column, enter 1 against the resource R3 and in the Night shift column, enter 1 against the resource R3. Now, one unit of resource R3 is available for the Day shift and one unit of resource R3 is available for the Night shift.

You want all the units of resource R4 available for both the Day shift and Night shift.

You have already associated the resource R4 to work center WC1 with Available 24 Hours check box deselected.

In Resource Availability region, in the Day shift column, enter 2 against the resource R4 and in the Night shift column, enter 2 against the resource R4. Now, two units of resource R4 are available for both the Day shift and the Night shift.

View and Manage Resource Exceptions

You use the work center resource calendar to view and manage the exceptions related to the resources. In case of a conflict, the exceptions granted in the work center resource calendar override the exceptions granted in production calendar.