Set Maintenance Order to Under Preparation

Explanation

This activity is used to set a maintenance order to the Under Preparation status. This is done once the planner has assigned required events to the maintenance order.

When a maintenance order is set to the Under Preparation status, you have the option of releasing all resource and material demands included on the order. When this is done, material can be reserved or pegged to the maintenance order at an early stage. For the resource demands, corresponding resource activities will be generated. For more information on releasing maintenance order demands, refer the Release Demands activity.

When a maintenance order is in the Under Preparations status, it is possible to:

To set a maintenance order to the Under Preparation status, click Status, and then click Under Preparation from the Manage Maintenance Order page. You can also set a maintenance order to the Under Preparation status from the New Maintenance Order assistant. When setting the maintenance order to the Under Preparation status, click Release Material and Resource Demands if you want to release material and resource demands on the maintenance order. Disable the option if demands will be released at a later stage.

When a maintenance order with the Execution Logic Structure distribution type is set to Under Preparation, the planned dates for task cards and the execution logic orders (ELOs) and grouping nodes are set using the earliest start date of the order as a starting point. When setting the planned dates, the work time calendar for the maintenance organization associated with the workshop is applied. With time zone support, the calendar is applied using the time zone of the workshop’s site. This ensures that the ELS planning is carried out in the time zone where the work will be performed. Since the calendar is applied in the time zone of the site, it is highly recommended to set the user's working time zone to match the site's time zone.

Using the Change Workshop option, you can change the workshop of a maintenance order until the maintenance order is released. When this option is selected, a dialog opens containing two key sections, Workshop Information and Site Time Zone and Calendar Information, if the distribution type is Execution Logic Structure. The Workshop Information section displays the current workshop details, including its site and corresponding time zone. It also allows users to select a new workshop from a list of values with the new site and site time zone displayed alongside.  The Site Time Zone and Calendar Information section is only visible for the user when the status of the maintenance order is Under Preparation and the distribution type is Execution Logic Structure. If the site time zone of the new workshop differs from the current workshop, a badge will indicate this. Another badge will indicate if the calendar of the new workshop differs from the current workshop. If either of these badges is set to Yes, the Plan Execution Logic Structure toggle that is used to reflect these changes in the planned dates of task cards on the maintenance order, will be automatically enabled by default. 

 

Prerequisites

System Effects

If maintenance order demands have been released:

When material demands are added to a maintenance order with distribution type Work Order or Execution Logic Structure (e.g., when events with predefined task cards are assigned to the maintenance order or when task cards are added to the assigned events):