Work Management Setup
This section lists entities related to work management functionality in the order they should be defined.
Level |
Entity |
Comment |
1 | Time Periods | |
1 | Defining Crew Shift Types | |
1 | Defining Labor Earning Types | |
1 | Defining Overtime Type | |
1 | Defining Failure Profiles | |
1 | Defining Preventive Maintenance Calendars | |
1 | Defining Project Categories | |
2 | Defining Maintenance Managers | |
2 | Maintaining Maintenance Plans | Prerequisites: Event Category (lookup) |
2 | Maintaining Preventive Maintenance Schedules | Prerequisites: Asset Type |
2 | Defining Planners | |
3 | Maintaining Template Work Orders | Prerequisites: Planner, Approval Profile, Work Class (custom lookup), Work Category (custom lookup), and Work Priority (custom lookup) |
3 | Defining Activity Types | |
3 | Maintaining Preventive Maintenance Triggers | Prerequisites: Maintenance Trigger Business Object, Service History Type, Service Class, Approval Profile, Outage Type (custom lookup), Backlog Group (custom lookup), Asset Condition, and Asset Location. |
3 | Defining Completion Event Types | Prerequisites: Service History Type |
4 | Defining Miscellaneous Resources | Prerequisites: Unit of Measure and Resource (non-material class items) |
4 | Defining Employee Unavailability Types | Prerequisites: Cost Center and Expense Code |
4 | Defining Equipment | Prerequisites: Cost Center and Unit of Measure |
5 | Maintaining Crew Shifts | Prerequisites: Crew |
5 | Defining Shift Plan Templates and Template Activities | Prerequisites: Resources, Crew, and Schedule Plan Type |
5 | Maintaining Work Orders | Prerequisites: Cost Center, Project, Crew, Planner, Criticality (custom lookup), Work Class (custom lookup), Work Category (custom lookup), and Work Priority (custom lookup) |
5 | Maintaining Maintenance Plan Triggers | |
5 | Defining Crew Types | Prerequisites: Craft |
6 | Defining Crews | Prerequisites: Employee |
7 | Maintaining Work Activities | Prerequisites: Resources, Storeroom, Asset, Project, Service Class, Cost Center, Phase (custom lookup), and Backlog Group. |