Add Events to Maintenance Order

Explanation

This activity is used to add events to a maintenance order. This is useful during the planning stage of the visit, where the maintenance order is created and the scope of the visit defined. During this stage, the maintenance order can be updated, e.g., events added, as the needs and requirements of the maintenance visit are firmed up and established.

At creation, the event is set to the New status. This status is used to represent a pending event that is not yet planned to be executed. When the event is added to a maintenance order, the status of the event will be changed to Planned in Scope. The Planned in Scope status is used to indicate that the event has been planned on the maintenance order, but a work order has not yet been created.

You can add events to a maintenance order from the New Maintenance Order assistant while creating a maintenance order or by selecting the Assign Events option from Manage Maintenance Order page. Once the required events are selected, click the Assign selected events option to add the events to the maintenance order. If the maintenance order is in the Released or Started status, you can also use the Assign in background job option to add the events to the maintenance order through a background job. The assigned background jobs are visible on the Background Jobs page for monitoring.

Maintenance events can be added to the maintenance order:

• At creation of the maintenance order, i.e., in the New Maintenance Order assistant.
• By clicking Assign Events in the Manage Maintenance Order page. In the assistant that opens pending events and convenience tasks can be added by selecting the record for the required event and clicking Assign selected events.

If a heavy maintenance contract is connected to the maintenance order and/or if the Heavy Maintenance Contract contract type is selected on the maintenance order, a heavy maintenance contract, contract group, and contract line can be connected to the assigned events until the maintenance event is released. This can be done in the following places:

• When assigning the maintenance event in the New Maintenance Order assistant.

• When assigning the event to an already created maintenance order.

• In the Manage Maintenance Order/Included Events tab.

• In the Manage Maintenance Event page.

Note: If you are working with manual maintenance events, it is also possible to add the event to a maintenance order directly from the Manual Maintenance Event page.

Prerequisites

• A maintenance order must exist. The maintenance order must not be in the Work Done or Finished status.
• Pending maintenance events must exist for the serial defined on the maintenance order or for its structure.
• If you are adding maintenance events to a maintenance order that has reached the Under Preparation status or higher, and predefined task cards exists, the resources and material on the task card must be valid at the maintenance order site. For resources, the site connection is set in the Connections tab in Resource Details page.

System Effects

• Pending maintenance events will be assigned to the maintenance order. The maintenance order can be set to the Under Preparation status. If the Assign in background option was used, the maintenance events will be added to the maintenance order once the background job is performed.
• If defined, a heavy maintenance contract, contract group, and contract line will be connected to the assigned event.
• If events are assigned to a maintenance order in the Under Preparation status, and demands have been released on the maintenance order, resource activities will be generated for the resources included on the assigned events. For material demands, you can either peg or reserve required parts when demands have been released.
• If events are assigned to a maintenance order that is in the Under Preparation, Released or Started status:
  • Task cards predefined for the event code will be retrieved automatically to the maintenance order along with its resources and material. Ownership of the material will be set based on predefined rules, i.e., based on the part provisioning rules of the contract connected to the maintenance order or defaulted as company owned stock. For more information on setting ownership on material demands, refer the activity View Material Demands.

Pages

Manage Maintenance Order
Manual Maintenance Event
New Maintenance Order

Activity Diagrams

Define Maintenance Visit
Maintenance Visit Inspection
Plan Maintenance Visit