Organization basic data consists information of the following: Maintenance Organization, and Teams.
Before entering employees, work orders, PM actions and work task templates you need to define one or more Maintenance Organizations. This can be done in the Organization Basic Data/Maintenance Organizations page. The Maintenance Organizations you enter should represent the different organizational units that exist within your business, which will be handling work orders within IFS Applications. A Maintenance Organization can also be used to organize employees into geographical areas, one geographical area being one Maintenance Organization.
Maintenance organizations are site dependent and therefore not global within a company. You can create several different maintenance organizations with the same name in different sites. Once individual maintenance organizations are created, they can be connected to form hierarchical structures. This is useful when you have field technicians that cover certain areas. You can only connect Maintenance Organizations that are located in the same site.
Work time calendars can also be connected to maintenance organizations. Work time calendars are define in IFS Cloud Base Setup.
Work orders and PM actions can be assigned to Maintenance Organizations, indicating which Maintenance Organization is responsible for planning and executing the work orders.
By assigning work order work tasks to employees, who belong to maintenance organizations you will also be able to analyze the total work load for a particular maintenance organization.
An hourly rate can be defined for the Maintenance Organization (entered in the Company's currency). The hourly rate is used to calculate the personnel cost when preparing a work order, PM action or work task template, or when reporting in a Work Order. The rate for a Maintenance Organization is only used if Resource Group Cost or HR Labor Cost is not defined. HR Labor Cost is considered first, secondly Resource Group Cost and last Maintenance Organization Rate.
A maintenance organization can be connected to a sales part in order to invoice the price of the maintenance organization to the customer.
Once the maintenance resources have been defined, they can be grouped into maintenance teams. Maintenance teams consist of a single team leader and one or more team members (maintenance resources). When creating teams, resources can be grouped based on, for example, the competence, geographical location, etc. The maintenance team will belong to the same maintenance organization as the team leader. The team members included in the maintenance team can belong to different sites and maintenance organizations provided that they belong to the same company as the team leader. A single maintenance organization can have many maintenance teams. A resource can be a member of multiple teams as well as the leader of multiple teams.
In the context of heavy maintenance shop visits, the workforce is often organized into teams with a specific team leader assigned. Each team is responsible for performing the work assigned to them, where individual changes to the allocations can be made with short notice based on the progress of work.
The maintenance teams can be connected to the work task lines of a work order.
The life of a maintenance team can be limited by defining a time period for which the team would be valid. You can only assign the team to a work order work task if the date and time of the work task falls within the life span of the team.