Plan Maintenance Slot

Explanation

This activity is used to register a maintenance slot for a maintenance visit that will occur some time in the future. This is usually done by the planners of a visit by defining a maintenance order with information on the workshop at which the work is planned to be done and the start and finish dates of the maintenance visit. Tasks can be added to or removed from this maintenance order as the needs and requirements for the visit are firmed up and established.

To perform this activity open the Order Details page in New Maintenance Order assistant.

• Enter the workshop that is to carry out the work in the Workshop field. If a default workshop is assigned to the current user that workshop ID is displayed automatically. If a value is not displayed automatically, you can use the drop-down to select a valid workshop.
• The system date and time is displayed automatically in the fields in Order Dates section. The planned and required dates can be changed, if needed.

Note: Often during the planning process, work is allocated to be performed at a recommended workshop. However as the planning is firmed up and established, the recommended workshop may not be available to support the visit. Therefore, it is possible to change the workshop on the maintenance order until the release of the order.

Prerequisites

To perform this activity, the workshop must be defined.

System Effects

As a result of this activity, an available maintenance slot is defined and the corresponding maintenance order is created in the New status.

Pages

New Maintenance Order

Activity Diagrams

Define Maintenance Visit