Maintenance Resource Setup

Introduction

Maintenance resources are resources which have been defined in IFS/Enterprise/Resource/Resource Details to be used in Service and Maintenance. The resource types include persons, person groups, tool/equipment and tool/equipment groups. When specific criteria are met the resources can be entered on a resource demand line and be assigned to work assignments on a work task.

Prerequisites

Person and Tool/Equipment:

To use a resource in a work task resource demand or work assignment the following is required in Resource Details:

Note: In addition to above:

Person Group and Tool/Equipment Group

To use a resource in a work task resource demand, the following is required in Resource Details:

In general, resource groups cannot be allocated to work assignments. However, if IFS/Maintenance Planning Board is used, resource groups are possible to allocate.

To allocate a resource group in a specific site in MPB, in addition to the prerequisites for persons group and tools/equipment group which are mentioned above, the following is needed in the Connections page in Resource Detail page for the Specific site connection:

Availability of Resources

In general, resource availability is taken from resource Calendar. There are general flows of fetching calendar as below.

Availability of Person

Availability of Tool/Equipment

Availability of Person/Tool Group

Resource Capacity Calculations

To be able to achieve correct results in resource allocation there is a pre-requisite to have the capacity calculated for the resources. Generated capacity calculated for a resource is a pre-requisite for the following allocation functionalities:

The resource capacity is calculated based on the resource schedule. If the Use HR Schedule option is enabled on resource and employee is connected to the resource has an HR Schedule defined in the Employee File this Schedule is used as the base for the capacity. If the Use HR Schedule option is disabled then the Work Time Calendar defined for the resource is the base for the calculated capacity. The resource capacity is used in the allocation process in Service and Maintenance to define the working and non-working time for the resources.

To calculate the resource capacity for the resources it is needed to run the Calculate Resource Capacity for the resource structure where the resources is connected to. In Application Base Setup/Enterprise/Resource/Resource Details the option is there as a command button option to Calculate Resource Capacity this calculation can be done for a specific resource or for the full resource structure. In the dialog opened from this option there is also an option to setup a background job to continuously calculate the capacity for a certain structure.