Schedule and Assign Resources to Maintenance Work Orders

When to Use

The scheduled process can be run in one of the three modes:

Create a new or update an existing schedule using Production Scheduling and create resource assignments.
Create a new or update an existing schedule using only Production Scheduling.
Create, update, or delete resource assignments in the existing schedule only.

You can create a new or update an existing schedule using Production Scheduling if you have licensed the product and performed the necessary setups as covered in the Using Production Scheduling guide. To enable this capability in the scheduled process, you must set the asset maintenance parameter, Use Production Scheduler to Schedule and Assign Work Orders to Yes. See the Enable Work Orders Scheduling and Resources Assignment topic to learn more about the parameters.

Privilege You Need

MNT_WORK_ORDER_RESOURCE_INSTANCE_ASSIGNMENT_ESS_PRIV
- Allows automatic assignment of resource instances to work orders.

Specifications

Review these specifications before setting up the scheduled process:

Specification	Description
Job Type	Adhoc: If you want to create or update a schedule and manage assignments. Scheduled: If you wish to automatically update an existing schedule or make assignments daily.
Frequency	As needed.
Time of Day	After maintenance work orders have been created and updated.
Duration	Typically, less than a few minutes, depending on the volume of data being created or updated.
Compatibility	Only one instance of the job must run at a time.

Parameters

Parameter	Optional or Mandatory	Description	Parameter Value	Special Combinations Required	Notes
Organization	Required	Select your organization to schedule work orders.	Organization Code using an LOV	N/A	N/A
Work Order Scheduling	Conditional	If you have enabled Production Scheduling and set the parameter to Yes then, select a value.	You can select one of these: Schedule work orders: Use Production Scheduling (default). Don’t schedule work orders: This won't schedule work orders for Production Scheduling.	If you're scheduling work orders, you must define the remaining parameter options for scheduling. Else, the remaining parameter options for scheduling are disabled and not applicable.	N/A
Schedule Name	Conditional	Optionally select an existing schedule from Production Scheduling. If left blank, a new schedule name is automatically created.	Select a schedule name from the dropdown	Schedule names you see in the dropdown are based on the organization you select.	N/A
Horizon in Days	Conditional	Required number of days into the future to consider work orders. Must be greater than zero.	The value populates from the asset maintenance parameter; you can edit the value before submission.	N/A	N/A
Item Catalog	Conditional	Required. This controls the work orders to be considered by evaluating a work order asset’s source item and item catalog setup.	Select an item catalog from the dropdown.	N/A	N/A
Asset Item Category	Conditional	Required. This controls the work orders to be considered by evaluating a work order asset’s source item and item category setup.	The value populates from the asset maintenance parameter; you can edit the value before submission.	N/A	N/A
Material Item Category	Conditional	Required to control the work orders to be considered by evaluating a work order asset’s source item and item category setup.	The value populates from the asset maintenance parameter; you can edit the value before submission.	N/A	N/A
Resource Assignment	Optional	Optional. Select a value or leave it null if you aren't scheduling resources.	Select any of these if you want to schedule resources: Create new assignments: Default. The option considers all the work orders in a schedule window for assignment. It's recommended to use this option if you have no existing assignments or you want to address only adhoc or preventative maintenance work orders that are added to an existing schedule period. Don’t create new assignments: Use this option if you don't want to consider assignments during the schedule of work orders. Refresh existing assignments: Use this option to delete and recreate assignments across all work orders in the schedule window for assignment. This option is helpful if you've updated a schedule, either manually or programmatically, and want to refresh all assignments during a period. Remove existing assignments: Use this option to delete all the assignments during the schedule of work orders. This helps you to remove all the assignments over a schedule period and then, schedule and create new assignments.
Work Center	Conditional	Optional. Select only one work center to perform assignment actions.	Select a work center name from the dropdown	Optionally select a work center if a resource assignment option is selected.	N/A

Troubleshoot Information

After you submit, check the status of the process on the scheduled processes page. You see Succeeded status after the process and any of its subprocesses, have run successfully.
If issues are encountered, the process or any of its subprocesses shows a Warning or Error status. In the error logs, you can see the validation errors and warning messages that prevented the process from completing.
Interactive warning validations aren't performed. You can resubmit, put on hold, cancel, or release the process.