Define Scheduling Activity Type
Explanation
This activity is used to define activity types for Scheduling. To do this,
the work types defined in IFS/Service and Maintenance/Basic Data/Work
Order and PM Basic Data should be set up as scheduling activity types.
The following scheduling information can be defined per activity type:
- Duration (Hours): The duration in hours for the default primary scheduling type and/or
default secondary scheduling type for the work tasks defined with the work
type. If a work task is missing the primary or secondary scheduling type,
the default primary or secondary scheduling type which is defined per dataset
will be assigned to the work task. For such work tasks, or when the scheduling
type duration cannot be calculated from the current work task dates, the
duration entered for the default primary scheduling type or the default
secondary scheduling type will be used to calculate the duration of the
primary or secondary scheduling SLA window.
- Initial Base Value: If the initial base value is provided for an
Activity Type this value will be added to set the total base value for the
activity. The total base value will then be calculated as ((Initial
Base Value + (Base Value per Hour)) multiplied
by the activity duration) multiplied by any relevant weightings. It is optional
to define an Initial Base Value for an Activity Type.
- Base Value Per Hour: A scheduling value per hour. This value will be used in the activity
base value calculation, i.e., the base value per hour will be multiplied
by the default duration and any relevant weightings, to set the base value
for the activity. Note: If the base value is set to zero, work tasks
defined with the work type will not be scheduled in the Scheduling Engine.
- Buffer Time Hours/Percentage: A default buffer time
in hours and/or as a percentage. The default buffer time is added to the
execution time when calculating the available time window. Buffer time
can be used to create a buffer towards the end time of the activity’s
scheduling window. If the primary scheduling window ends at 3pm/15.00
and the activity duration is 1 hour, the activity can be planned to
start at 2pm/14.00 to meet the SLA. However, when adding a buffer of 1
hour, PSO will no longer plan the activity at 2pm/14.00 as a buffer was
added and the activity must be planned latest at 1pm/13.00 to make sure
that there is a buffer to meet the SLA. The default buffer time is added
to the execution time when calculating the available time window, for
work tasks for which a latest finish, SLA latest finish or planned
finish date is specified. The buffer is calculated as buffer time or the
buffer percentage multiplied by the work task duration, whichever is
higher
- Scheduling Type (Primary/Secondary) Duration Hours:
The duration in hours for the default primary scheduling type and/or
default secondary scheduling type for work tasks with this work type. If
a work task is missing the primary or secondary scheduling type, the
default primary or secondary scheduling type is assigned from the
dataset settings.
- Availability ID: The Availabilities defined in Scheduling Basic Data/Appointment can
be connected to a Activity Type, to ensure that default data required in
Appointment booking, is taken from the specified Availability ID.
Availability is defined in Appointment Basic Data / Appointment
Availability
- Displaceable Until Days: Defines the number of days
prior to the Primary Scheduling Type End Date when a work task may be
displaced by appointments. E.g. if Displaceable Until Days has been set
to 20 days, then a work task may be displaced until 20 days are
remaining to the Primary Scheduling Type End Date. If Displaceable Until
Days has not been set the work task will not be displaced. Basic
displacement means that the appointment booking engine effectively
ignores certain activities when making appointment offers.
- Allow Multiple Visits: The default setting for the Allow Multiple Visits field will be
used on the Work Task for the defined Activity Type. If this checkbox
is selected, the Activities with this Activity type should be allowed to
be split into multiple visits. If the activity spans over a longer duration
it can be split up between break-type activities and shifts in the resource
schedule.
- Min. Visit Duration (Hours): Related to Allow
Multiple Visits. This parameter specifies the minimum duration for a
visit. No visit in a multiple visit chain will be scheduled to a shorter
duration than this value. The value is entered by default on new work
tasks with this activity type.
- Scheduling Cost of Split: Defines the cost incurred
each time a work task activity of this type is split into additional
visits. Each time the activity is split this value is added to the cost.
This can be used to avoid unnecessary splitting of activities. E.g. if
it is split into 3 segments the cost is applied twice.
- Display Color: The Display Color setting is used to set specific colors for different
activity types and to be able to distinguish the different activity types
in the Scheduling Workbench by color. To use this
it is required to select the option Colour activities by.. Activity
type in the Scheduling Workbench - Workspace.
- Adjust Duration: The option Adjust Duration enables
an archiving service to automatically adjust the duration based on
historical average durations. The archiving service calculate durations
from completed tasks of the same dataset, activity type and location.
The calculated duration is then used when the Adjust Duration option is
enabled on tasks of the same dataset, location and work type. The Adjust
Duration option is found in Work Task pages. The duration field is found
on tasks in the Scheduling Information/Allocations tab. The value Yes or
No in the field Adjusted Duration, in Scheduling Information/Allocations
indicates if the value has been adjusted or not.
Prerequisites
- The company must have been set up in IFS/Enterprise.
- Work types must have been defined in the Work Order and PM Basic
Data/Work Types pages.
System Effects
As a result of this activity, the activity types which are to be scheduled
are defined.