9Manage Maintenance Work

This chapter contains the following:

Oracle Maintenance Cloud provides the work order feature to efficiently create and manage work orders. The work orders help you initiate and manage the maintenance and repair work for the assets.

You can create and edit the work order details, operations, materials, and resources. The work definitions and standard operations can be used to accelerate the creation of work orders. You can search for work orders that fulfill certain criteria, and review the details and progress of the work orders.

The mass actions enable you to change the priority and status of multiple work orders at the same time. You can additionally use the scheduled process to mass close the completed work orders. The scheduled process can be run on demand or scheduled to run at specific time interval. You can view and manage the work order exceptions. You can also view the costs associated with the work orders. The costing information is based on the material and resources transactions.

You can use the provided template spreadsheet to import the work orders. The import feature enables you to create and update the work orders in bulk, and import the work orders from other sources into your application. The work order object is enabled for social networking and you can use Oracle Social Network to collaborate and communicate. The support for social networking enables you to engage the stakeholders for efficient work order completion, determine the criticality of the work, or reason for delay in completion of the work. You can generate and print reports with the work order details and material requirements. These reports can be used for sharing and offline reviews.

To summarize, the maintenance work order feature enables you to perform the following tasks:

  • Manage maintenance work orders in user interface. You can search for, create, and edit the maintenance work orders.

  • 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.

  • Import work orders using spreadsheet.

  • Use Oracle Social Network for collaboration and communication regarding work orders.

  • Generate and print work order details report and material requirements report.

Note: If your organization is project-tracked, you can perform project-specific maintenance work by creating project-specific work orders

A maintenance work order refers to a document that conveys the authority for the maintenance or repair of an asset. It contains information required to initiate and manage maintenance work for an asset in an organization. The work order provides information regarding the asset being maintained, priority of the work, and relevant dates for the maintenance work. It also specifies the work definition details, operations, components, and resources required for the maintenance work.

Two types of maintenance work orders exist:

  • Preventive maintenance work orders: A preventive maintenance work order is a type of maintenance work order that's created to initiate the planned maintenance process for an asset. You can create a preventive maintenance work order with or without referring to a maintenance work definition.

  • Corrective maintenance work orders: A corrective maintenance work order is a type of maintenance work order that's created to initiate the on-demand repair process for an asset. You can create a corrective maintenance work order with or without referring to a maintenance work definition.

A work order consists of the following major parts:

Work Order Header

The work order header contains some of key attributes of the maintenance work order. The work order header uniquely identifies the work order and describes the nature of work being carried out. The work order header also captures the details of the asset being maintained, the priority of the work order, and the start and completion dates of the work order.

In a project-tracked organization, the header displays project details. You can associate a project to a maintenance work order, but association isn't mandatory.

Work Order Operations

The work order operations define the component and resource requirement, and the sequence of steps to be performed in maintaining the assets. A maintenance work order must have at least one count point operation in it. Additionally, the last operation of a maintenance work order has to be a count point operation. In a maintenance work order, you can use the operations inherited from the work definition, or use the standard operations, or manually enter the operations.

Work Order Operation Items

The work order operation items define the material requirements for operations. they're also referred as materials or components. In a maintenance work order, you can use the materials inherited from the work definition or the standard operations, or manually enter the materials for the operations.

Work Order Resources

The work order operations resources define the resource requirements for the work order operations. The pool of resources available comes from the work center assigned to the operation. In a maintenance work order, you can use the resources inherited from the work definition or the standard operations, or manually enter the resources for the operations.

The Maintenance Work Orders page is the starting page where you can manage the work orders and perform various actions related to the work orders. You can open the page from the Tasks pane by clicking the Manage Maintenance Work Orders link under Work Management.

On the Maintenance Work Orders page, you can perform a basic search for the existing maintenance work orders. You can narrow the search result by performing an advanced search using the filters. The filters enable you to perform a search based on other attributes of the maintenance work orders. The following are the attributes provided for filter-based search: work order number, start date, status, asset, serial number, priority, completion date, actual completion date, type, work center, and work definition. If your organization is project-tracked, you can use the project number and task number filters to search for project-specific work orders.

You can save the frequently used search criteria and reuse it. You can also run a search automatically by creating a saved search and setting it as default. If set, the default search criteria is automatically run whenever the Maintenance Work Orders page is opened.

On the search results region, you can view the progress of the work orders that show whether the execution has started or has been completed. The start and completion dates of the work order appear with a red indicator when they're past due. The work orders appear with a red icon when there are maintenance exceptions logged against the work orders that require attention.

On the Maintenance Work Orders page, you can perform the following tasks:

  • Search and view the maintenance work orders.

  • Create maintenance work orders.

  • Edit maintenance work orders.

  • Perform mass actions on maintenance work orders.

  • Review costing for maintenance work orders.

  • Generate and print reports for work order details and material list.

How You Create a Maintenance Work Order

You can create a maintenance work order on Maintenance Work Orders page either by creating a new work order from scratch, or by copying an existing work order.

Create a New Maintenance Work Order

You can create a maintenance work order in the Create Maintenance Work Order dialog box by providing the minimal information. Here's how:

  • When you enter the asset details, the work order type and subtype are defaulted from the asset.

  • When you enter maintenance work definition, the work order description, work order type, work order subtype, operations, materials, and resources are derived from the work definition.

    Note: The values for the work order type and subtype are derived from the work definition, when both asset and work definition are used to create the work order. You can always manually update the values for the work order type and subtype.
  • If you don't use a maintenance work definition, then you can create a work order by providing only the work order details. You can then edit the work order to add operations, materials, and resources.

On Maintenance Work Orders page, click the Add icon to open the Create Maintenance Work Order dialog box.

The Maintenance Work Orders page has the following attributes:

Attributes Description

Work Order

The work order number uniquely identifies the maintenance work order in an organization. You can manually enter the work order number. If not entered, the work order number is automatically generated based on the numbering scheme defined per the Plant parameters (Work Order Prefix, Work Order Starting Number).

Once a work order is created, the work order number can't be updated.

Description

The description of the maintenance work order.

Asset

The asset associated with the maintenance work order. You can choose an asset operating in the contextual organization or its related organizations.

Asset Description

The description of the asset associated with the maintenance work order.

Status

Represents the status of the maintenance work order during its life cycle. The valid values are: Unreleased, Released, On Hold, Completed, Closed and Canceled.

Note:
  • For a work order without work definition, the status can be Unreleased or On Hold at the time of creation.

  • For a work order with work definition, the status is always Released at the time of creation.

Start Date

The start date and time of the maintenance work order.

Completion Date

The completion date and time of the maintenance work order.

Type

The type of the maintenance work order. The valid values are Corrective and Preventive.

Subtype

The subtype of the maintenance work order. The valid values are Condition based, Emergency, Planned, Reactive, Safety, and Under warranty.

Priority

The execution priority of the maintenance work order.

Work Definition Name

Work definition name of the asset being maintained. The work definition name can't be updated after the work order is released. The work definition is exploded to determine the operation, resource and material requirements in the work order.

Work Definition Date

Work definition date represents the effective date used to derive the work definition version.

Work Definition Version

Represents the version of the work definition. The version is derived and displayed based on the work definition name and date specified.

Create a Maintenance Work Order by Copying an Existing Work Order

You can create a new maintenance work order by copying an existing work order. On the Maintenance Work Orders page, search for and select the work order you want to copy, and click the copy icon to create a new work order. The new work order opens in the Edit Work Order page and you can edit the unreleased work order.

You can view and edit the maintenance work order details on the Edit Work Order page. You can open the page by clicking the work order link in the search results table on the Maintenance Work Orders page.

You can perform the following tasks when editing a work order:

  • Editing the work order information

  • Adding and editing the operations

  • Adding and editing the operation items

  • Adding purchased items

  • Review purchased item details

  • Adding and editing the operation resources

Editing the Work Order Information

You can view and update the maintenance work order information about the General Information tab of the Edit Work Order page. The work order information can be updated depending on the work order status. If the work order is in Unreleased status, then all the information can be edited including the asset number. Once the work order is released, certain attributes (such as asset, work definition, and so on) can't be edited. When the work order is closed, none of the information can be edited.

The following are the attributes of the maintenance work order header:

Attribute Description

Work Order Number

Unique identifier of a work order.. During creation of the work order, a unique number is automatically assigned from the numbering scheme defined in the plant parameters (Work Order Prefix, Work Order Starting Number). You can also manually enter a work order number during creation. Once a work order is created, the work order number can't be updated

Status

Represents the status of the maintenance work order during its life cycle. The valid values are: Unreleased, Released, On Hold, Completed, Closed, and Canceled.

Start Date

The start date and time of the maintenance work order.

Completion Date

The completion date and time of the maintenance work order.

Description

The description of the maintenance work order.

Priority

The execution priority of the maintenance work order.

Asset

The asset associated with the maintenance work order.

Asset Description

The description of the asset associated with the maintenance work order.

Item

The item associated with the asset being maintained.

Serial Number

The serial number of the item associated with the asset being maintained.

Work Definition Name

The name of the work definition that must be performed for the work order. It can't be updated after the work order is released. The work definition is exploded to determine the operation, resource, and material requirements in the work order.

Work Definition Date

The work definition date represents the effective date used to derive the work definition version. The date can be updated to a past date, allowing for previous versions of a work definition to be used in work order.

Work Definition Version

Represents the version of the work definition. The version is derived and displayed based on the work definition name and date specified.

Maintenance Program

The maintenance program name used as the basis for generating the work order. Contextual information about the program is marked with an orange triangle. Hover over the triangle and click on the icon that appears to view details about the maintenance program forecast used to create the work order. These details include the source work requirement, work definitions included, forecast method details, and work definition merge or suppress results

Suggested Start Date

Represents the maintenance program forecast due date.

Type

The type of the maintenance work order. The valid values are Corrective and Preventive.

Subtype

The subtype of the maintenance work order. The valid values are Condition based, Emergency, Planned, Reactive, Safety, and Under warranty.

Work Method

The work method is unique for maintenance work orders and isn't displayed.

Closed Date

The date when the work order is closed.

Default Supply Type

Controls how the materials are supplied to the work orders. The valid values are: Based on Work Definition, Push, Assembly Pull, Operation Pull, Bulk, and Supplier.

Released Date

The date on which the work order is released.

Firm

Manually updated indicator that can be used for work order planning. When checked, the work order should not be rescheduled.

Contract manufacturing

Indicates a contract manufacturing work order. This attribute is read-only.

Attachments

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

Project Number

The number of the project. This is applicable only for project-specific work orders.

Task Number

The number of the task. This is applicable only for project-specific work orders.

Expenditure Item Date

The date of the expenditure item. This is applicable only for project-specific work orders.

Expenditure Type

A classification of cost that you assign to each expenditure item. Expenditure types are grouped into cost groups and revenue groups. This is applicable only for project-specific work orders.

Contract Number

The number of the contract/award used to fund the sponsored project. This is applicable only for project-specific work orders.

Funding Source

The number of the funding source associated to the combination of award and sponsored project. This is applicable only for project-specific work orders.

Adding and Editing the Operations

You can view, add, and edit the operations for a maintenance work order on the Operations tab of the Edit Work Order page. You can add a new operation in the Add Operations dialog box. To open the Add Operations dialog box, click the Add icon on the Edit Work Order page. You can edit an operation in the Edit Operations dialog box. To open the Edit Operations dialog box, click the operation name on the Operations tab of the Edit Work Order page. Alternately, select the operation and then from the Edit icon menu, select: Edit Operations.

The following are the operation attributes:

Attribute Description

Sequence

The sequence of operation based on which the operations are executed.

Code

The maintenance standard operation code for referencing or copying the maintenance standard operation.

Operation Type

The type of the operation. The valid values are In-house and Supplier.

Name

The name of the operation.

Work Center

The work center that's associated with the operation.

Start Date

The start date of the operation. The operation start date can't be earlier than the work order start date.

Completion Date

The completion date of the operation. The operation completion date can't be later than the work order completion date.

Count Point

Indicates that the operation completion must be explicitly reported. The last operation in a work order has to be a count point operation. The Count Point and Automatically Transact attributes are mutually exclusive.

Automatically Transact

Indicates that the operation is automatically completed, the pull components are backflushed, and the resources are automatically charged when the next count point operation is completed. The Count Point and Automatically Transact attributes are mutually exclusive.

Description

The description of the operation.

Attachments

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

Add and Edit Operation Items

You can add and edit operation items in the Edit Operation Items dialog box. To open the Edit Operation Items dialog box, click the Items link of the operation on the Operations tab of the Edit Work Order page. Alternately, select the operation and then from the Edit icon menu, select: Edit Operation Items.

In the Edit Operation Items dialog box, in the Operation field, you can select the operation for which you're adding or editing the operation items.

The following are the operation item attributes:

Attribute Description

Sequence

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

Item

The name of the item.

Description

The description of the item.

Required Quantity

The quantity of the operation item required in an operation.

UOM

The unit of measure of the operation item.

Required Date

The date and time on the material is required.

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.

Attachments

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

Add Purchased Items

You can raise a purchase requisition directly from the Edit Work Order page, then receive the purchase items directly to the work order. To create a purchase requisition, click the Review Purchased Item Details button on the Edit Work Order page to open the Purchased Item Details page. On the Purchased Item Details page, click the Create Requisition button to open the Self Service Procurement page.

You can use the Self Service Procurement page to create requisitions for items, manage requisitions, and view the shopping list. You have to associate all requisition items with a work order and operation individually for all requisition lines. On the Edit Requisition page, in the Requisition Lines section, select Work Order as the destination type, specify the work order and the operation sequence, and click Submit.

Note: If you don't associate a work order and operation to the requisition line, then the requisition line isn't considered as a work order request and the work requisition won't be seen in the Purchased Item Details page.

Review Purchased Item Details

You can view the requested items or purchased items for a work order in the Purchased Item Details page. You can also track the requisition, purchase order, and receipt details of purchased items on the Purchased Item Details page. The following table lists all the details that you can review and track on the Purchased Item Details page:

Operation Sequence

The specific operation that you selected on the Operations tab on the Edit Work Order page.

Item

The unique number of an item that has been purchased for the work order operation. You can click on the icon beside the item for more details.

Item Description

The description of the item as defined in the item-organization setup.

Requisitioned Quantity or Amount

Total requested quantity in all approved purchase requisitions and in pending approval status for the item.

Requisition quantities in incomplete, rejected, withdrawn, canceled, and returned statuses aren't considered.

Ordered Quantity or Amount

Total ordered quantity in all approved purchase order lines for the item. Only approved orders in open and closed statuses are considered.

Received Quantity or Amount

Total quantity delivered against all purchase order lines for the item. This also takes into account the quantity that's returned to supplier and to receiving.

Details

You can click on the Details icon to drill down into the purchasing and receiving details.

You can select the Details icon beside any purchased item for a work order operation to further drill down into the details of requisitions, purchase orders and receipts. While reviewing the Purchasing Details, you can also click on any purchase order line and review the receipt details for that line. You can correct each receipt for quantity or amount. You can also choose to return the received quantity to receipt or to supplier.

You can view further details of requisition, purchase order or purchase receipt, by clicking their respective links.

Add and Edit the Resources

You can add and operation items in the Edit Operation Resources dialog box. To open the Edit Operation Resources dialog box, click the Resources link of the operation on the Operations tab of the Edit Work Order page. Alternately, select the operation and then from the Edit icon menu, select: Edit Operation Resources.

In the Edit Operation Resources dialog box, in the Operation field, you can select the operation for which you're adding or editing the operation resources.

The following are the operation resource attributes:

Attribute Description

Sequence

The resource sequence of the operation resource.

Name

The name of the resource.

Basis

The valid values are: Fixed and Variable.

Usage Rate

The usage amount of the operation resource.

Required Usage

The resource usage required for the work order quantity. The required usage is calculated and populated by default from the Usage rate depending on the Basis type. The calculation is done as follows:

  • If Basis is equal to Fixed, then the Required Usage is equal to Usage Rate.

  • If Basis is equal to Variable, then the Required Usage is equal to Usage Rate multiplied by Work Order Quantity.

Note: The work order quantity is always 1.

UOM Name

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.

Charge Type

Indicates whether the resources are charged manually or automatically when completing the operation. The valid values are: Automatic and Manual.

Description

The description of the resource.

Code

The code of the resource.

Inverse

The inverse of the usage rate. This attribute is applicable when the resource usage rate is fractional but its inverse is an integer.

Assigned Units

The number of resource units assigned to perform the operation.

Principal

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

Resource Instances

Icon to open the Resource Instances dialog box in which you can add or edit the resource instances for the specific resource. For Equipment type of resource, the Resource Instances dialog box contains the following fields: Name, Identifier, Asset Description, Asset Number, Actual Usage, and Additional Information. For Labor type of resource, the Resource Instances dialog box contains the following fields: Name, Identifier, Person Type, Person Name, Actual Usage, and Additional Information.

Start Date

The start date of the resource and also referred as scheduled start date. The resource start date is generally calculated by the scheduling engine. The resource start date must be encompassed within the operation start and completion date.

Completion Date

The completion date of the resource and also referred as scheduled completion date. The resource completion date is generally calculated by the scheduling engine. The resource completion date must be encompassed within the operation start and completion date.

Activity

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

Actual Resource Usage

The net actual usage of the assigned resource.

Attachments

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

How You Perform Mass Actions on Maintenance Work Orders

On the Maintenance Work Orders page, you can perform mass actions on the maintenance work orders such as update statuses and change priorities.

The following mass actions are supported for the maintenance work orders:

Mass Action Description

Release

The selected maintenance work orders are set to Released status.

Unrelease

The selected maintenance work orders are set to Unreleased status.

On Hold

The selected maintenance work orders are set to On Hold status.

Cancel

The selected maintenance work orders are set to Canceled status. You must provide the reason for cancellation when performing the Cancel action.

Close

The selected maintenance work orders are set to Closed status.

Change Priority

The selected maintenance work orders are updated with the new priority. You must provide the new priority.

When a mass action is successfully processed, a confirmation message is displayed with the count of maintenance work orders that were successfully updated. If there are errors processing certain maintenance work orders, the maintenance work orders and their corresponding error details are displayed. You may choose to cancel or proceed with mass action. If you proceed with the mass action, the successfully processed maintenance work orders are updated and the maintenance work orders with errors are discarded from the mass action.

How You Import Maintenance Work Orders

Oracle Maintenance Cloud enables you to create and update maintenance work orders in bulk using the import process.

The following are the major steps involved in the maintenance work orders import process:

  1. Download and update the spreadsheet.

  2. Transfer data to the Interface tables.

  3. Run the Import Maintenance Work Orders scheduled process.

Download and Update the Spreadsheet

Download the spreadsheet template (XLSM template) that is available in the File-Based Data Import for Oracle Supply Chain Management Cloud guide. Update the spreadsheet with the import data.

The spreadsheet template organizes the maintenance work order information in the following tabs:

  • Instructions and CSV Generation: Contains a brief procedure to import maintenance work orders using the spreadsheet. It also contains the Generate CSV File button to generate the .csv files from the spreadsheet with import data.

  • Import Batch: Enables you to create the import batch in which the maintenance work order records are grouped for processing.

  • Maintenance Work Order Headers: Enables you to provide the details of maintenance work order headers. The maintenance work order header information is uniquely identified by the header number within a batch. You can import maintenance work orders across organizations in a batch.

  • Maintenance Work Order Assets: Enables you to provide the details of the assets associated with the maintenance work orders. For each asset number, you must provide the batch code, action code, and header number. A maintenance work order can have only one asset associated with it.

  • Maintenance Work Order Operations: Enables you to provide the details of maintenance work order operations. The batch code, action code, header number, and sequence attributes are always required. Additionally, operation type, name, work center, start date, and completion date attributes are required during work order creation. All other attributes are optional.

  • Work Order Operation Resources: Enables you to provide the details of maintenance work order operation resources. The batch code, action code, header number, operation sequence, resource sequence, and resource code attributes are always required. Additionally, usage rate attribute is required during work order creation. All other attributes are optional.

  • Work Order Operation Materials: Enables you to provide the maintenance work order operation item information. You must provide the batch code, action code, header number, operation sequence, item sequence, and item. All other attributes are optional.

  • Work Order Operation Resource Instances: Enables you to provide the details of work order operation resource instances. You must provide the Batch Code, Header Number, and Operation Sequence. All other attributes are optional.

Transfer Data to the Interface Tables

On the Instructions and CSV Generation tab, click the Generate .csv File button to transfer the data into a .zip file with one or more .csv files. Upload the .zip file to the server for transferring the data to the interface tables. For more information, refer to the File-Based Data Import for Oracle Supply Chain Management Cloud guide.

Run the Import Maintenance Work Orders Scheduled Process

The next step is to run the Import Maintenance Work Orders scheduled process to transfer the data from interface tables to the production tables. On the Import Maintenance Work Orders page, accessible from the Tasks pane, you can run the scheduled process on demand or schedule it to run at an interval.

How You Close a Maintenance Work Order

After performing all the activities on a maintenance work order, you must close the work order so as to prevent any further updates to it. The costing and variants of the work order are also posted upon closing of the work order. You can use the Close action from the Mass Actions menu in Maintenance Work Orders page to close the work orders. Apart from that, you can use the Mass Close Maintenance Work Orders scheduled process to mass close the completed maintenance work orders.

You can run the scheduled process on the Mass Close Maintenance Work Orders page. The page is accessible from the Tasks pane by clicking the Close Maintenance Work Orders link in Work Management.

The Mass Close Maintenance Work Orders page provides the following parameters that you can select from or enter to run the scheduled process.

Parameter Description

From Work Order Number

The first work order number in the range of work orders that you want to close.

To Work Order Number

The last work order number in the range of work orders that you want to close.

From Work Order Start Date

The first date in the range of start dates for the work orders that you want to close.

To Work Order Start Date

The last date in the range of start dates for the work orders that you want to close.

From Work Order Released Date

The first date in the range of release dates for the work orders that you want to close.

To Work Order Released Date

The last date in the range of release dates for the work orders that you want to close.

From Work Order Completed Date

The first date in the range of completion dates for the work orders that you want to close.

To Work Order Completed Date

The last date in the range of completion dates for the work orders that you want to close.

Work Order Asset

The asset associated with the maintenance work orders.

Work Order Status

You can select from the following work order statuses:

  • Unreleased

  • Released

  • On Hold

  • Canceled

  • Completed

  • Closed

The default is blank.

You can run the scheduled process on demand or schedule it to run at a specific interval of time. To run the scheduled process at a specific schedule or time, click the Advanced button and then in the Schedule tab, select Using a schedule from the Run option. Now, you can select the frequency and enter a start date for the scheduled process to run.

How Work Orders Are Automatically Created with Oracle IoT Asset Monitoring Cloud

When an incident is created for an imported asset in Oracle IoT Asset Monitoring Cloud Service, the incident can automatically translate into a maintenance work order in the SCM Maintenance Cloud. For example, if a threshold rule triggers an incident when a device associated with an asset is overheating, a maintenance work order corresponding to the incident automatically gets created in Oracle Maintenance Cloud.

To enable automatic work order creation, you must create maintenance programs that include condition event codes in Oracle Maintenance Cloud. These programs have work requirements that are defined for an asset, or group of assets, one or more condition codes, and one or more work definitions. Oracle IoT Asset Monitoring Cloud Service then utilizes these programs to create condition-based maintenance work orders using REST Services in Oracle Maintenance Cloud. Additionally, your assets must be enabled to create work orders and operate in a maintenance-enabled organization in order to create work orders automatically.

Overview of Maintenance Work Order Exceptions

Oracle Maintenance Cloud provides the feature of reporting and managing the exceptions for maintenance work orders. There could be incidences of problem during the maintenance activity, such as component shortage, resource unavailability, and so on. Such problems can lead to an exception for the work order.

The maintenance work order exception feature enables you to report exceptions for these problems. You can then associate the work order operations that are impacted by the exception.

A maintenance work order exception can be reported against any of the following:

  • Work Area

  • Work Center

  • Resources

  • Components

  • Miscellaneous

When an exception is reported, all the users with the relevant roles are automatically notified. If you have the role of maintenance manager, you can review the exception and take specific actions to resolve the problems and close the exception. Additionally, you can collaborate with all the interested stakeholders using the Oracle Social Network and resolve the exception accordingly.

How You Review Maintenance Work Order Exceptions

You can review the maintenance work order exceptions on the Maintenance Exceptions page. The Maintenance Exceptions page also serves as a starting page for you to report, update, and close the maintenance work order exceptions. You can open the Maintenance Exceptions page by clicking the Manage Maintenance Exceptions link in the Work Management in the Tasks pane.

Viewing the Exceptions

The Maintenance Exceptions page displays the summary of the unresolved exceptions in the following infotiles:

  • Open Exceptions: This infotile displays the total number of open exceptions that you can act upon.

  • Exception Type: This infotile displays the number of open exceptions grouped by the exception type, such as component shortage, resource problems and so on. The exception type is depicted in the form of a pie chart.

  • Reported On: This infotile displays the open exceptions grouped by the various shifts during which they were reported.

  • Severity: This infotile displays the number of open exceptions grouped by the level of criticality such as critical, high, medium, and low.

You can click any one of these infotiles to drill down further into the problem and get more information regarding the exception and associated work orders.

Searching for the Exceptions

You can use the basic and advance search features to search for specific work order exceptions. The filters in advance search enable you to search based on exception number, exception status, severity, exception type, work area, work center, component, resource, supplier, work order, reported on, and reported by. If your organization is project-tracked, you can use the project number and task number filters. You can save the frequently used search criteria and use them later from the Search drop-down list. If you set a saved search as default, the search is run whenever you open the Maintenance Exceptions page.

Reporting the Exceptions

You can report the work order exceptions on the Report Production Exception page. Open the Report Production Exception page by clicking the Add icon on the Maintenance Exceptions page. Alternately, you can open the Report Production Exception page by clicking the Report Maintenance Exception link in Work Execution in the Tasks pane. If your organization is project-tracked, you can also view the associated project number and task number for the exceptions.

Updating the Exceptions

You can update the exception on the Exception tab of the Edit Maintenance Work Order page. You can update the status of the exception and add new information for the work order exception.

Closing the Exceptions

After assessing the open exceptions, you can close the exceptions that have been resolved. You can close the entire exception or close the exception for one or a few work order operations associated with the exception.

To close an exception, select the exception from the list on the Maintenance Exceptions page and click the Close Exception button. The exception status of the exception gets updated to Pending Closure and a notification is sent to the approver. The approver can drill down to view the exception detail and then review the notification contents by selecting the electronic record link. Then, the approver may approve or reject the exception closure.

You can view the exception list by drilling down from the infotiles or performing a search. You can also close an exception on the Exceptions tab of the Edit Maintenance Work Order page.

How You Review Maintenance Work Order Cost

Oracle Maintenance Cloud enables you to view the total cost for the maintenance work orders. The Maintenance Work Order Costs page displays the total cost for the work orders. The total cost is then broken down as cost for resources and materials. Materials include transacted operation items and received purchased items. The cost is calculated based on the maintenance transactions transferred to the costing.

You can open the Maintenance Work Order Costs page by clicking the icon in Costs column against each work order on the Maintenance Work Orders page. Alternatively, you can also open the Maintenance Work Order Costs page by clicking the View Cost button on the Edit Maintenance Work Order page.

How You Use Oracle Social Network for Maintenance Work Orders

The integration of Oracle Social Network enables you to easily share the work order with the various stakeholders to collaborate and resolve problems.

The maintenance work orders are enabled as social objects in Oracle Social Network. Therefore, you can use various feature of Oracle Social Network for collaborative communication. Conversations regarding a topic can be initiated or content related to the work order can be shared within a group. All the subscribed users get updates regarding any changes to the work order.

You can use the Social panel drawer in Edit Work Order page to use the Oracle Social Network features. You can add a post or comment on a post. You can share the documents in the wall for review or collaboration. You can refer or relate the work order to another social object, such as another asset or a work order.