Allocate Resource

Explanation

Use this activity to allocate resources required to execute a work task.

This activity is typically used when:

1. Allocating a maintenance resource to execute a work task.
2. Allocating one or several maintenance resources to execute a work order work task.

Prerequisites

General prerequisites are listed in Maintenance Resource Setup.

Duration and resource demand must have been defined for the work task.

If visit chain is to be created, then the work task should be set as Allow Multiple Visits selected.

To filter resource with competency and certificates, Access Role with attributes for PERS_COMP_RO and PERS_LIC_RO and with flag Limited Access should be created for the person in Human Capital Management/HCM Services/HCM Access Setup/Access Role Configuration/Access Role.

Resources can be allocated to work in the following places:

• Active Work Orders or Work Tasks page and expand the menu Assign or Allocate/Allocate Resource.
• Prepare Work Order or Work Task page and expand the menu Assign or Allocate/Allocate Resource.
• Prepare Work Order/Work Tasks tab and expand the menu Assign or Allocate/Allocate Resource.

System Effects

As a result of this activity, work assignments will be created for the resources and the work task will be considered allocated.

A number of work assignments can be created for each work task depending on how the resource demands are stated. If there is demand for multiple resources the result of this activity will be that a work assignment is created for each resource that is allocated. Each work assignment will be set with an Allocated To, Allocated Start and an Allocated Finish time. The work assignments will be created in Assigned status.

Pages

Work Task
Work Task - Scheduling & Allocation

Activity Diagrams

Reschedule WO
Allocation and Monitoring