Add Events to Maintenance Order
Explanation
This activity is used to add events to a maintenance order. This is useful
during the planning stage of the visit, where the maintenance order is created
and the scope of the visit defined. During this stage, the maintenance order
can be updated, e.g., events added, as the needs and requirements of the maintenance
visit are firmed up and established.
At creation, the event is set to the New status. This status is used
to represent a pending event that is not yet planned to be executed. When the
event is added to a maintenance order, the status of the event will be changed
to Planned in Scope. The Planned in Scope status is used to indicate
that the event has been planned on the maintenance order, but a work order has
not yet been created.
Maintenance events can be added to the maintenance order:
- At creation of the maintenance order, i.e., in the New
Maintenance Order assistant.
- By clicking Assign Events in the
Manage Maintenance Order page. In the assistant that
opens pending events and convenience tasks can be added by selecting the
record for the required event and clicking Assign selected
events.
Note: If you are working with manual maintenance events, it is also
possible to add the event to a maintenance order directly from the
Manual Maintenance Event page.
Prerequisites
- A maintenance order must exist. The maintenance order must not be in
the Work Done or Finished status.
- Pending maintenance events must exist for the serial defined on the
maintenance order or for its structure.
- If you are adding maintenance events to a maintenance order that has
reached the Under Preparation status or higher, and predefined task
cards exists, the resources and material on the task card must be valid
at the maintenance order site. For resources, the site connection is set
in the Connections tab in
Resource Details page.
System Effects
- Pending maintenance events will be assigned to the maintenance
order. The maintenance order can be set to the Under Preparation status.
- If events are assigned to a maintenance order in the Under Preparation status,
and demands have been released on the maintenance order, resource activities will be generated for
the resources included on the assigned events. For material demands, you
can either peg or reserve required parts when demands have been
released.
- If events are assigned to a maintenance
order that is in the Under Preparation,
Released or Started status:
- Task cards predefined for the event
code will be retrieved automatically to the maintenance order along
with its resources and material. Ownership of the material will be
set based on predefined rules, i.e., based on the part provisioning
rules of the contract connected to the maintenance order or
defaulted as company owned stock. For more information on setting
ownership on material demands, refer the activity
View
Material Demands.