Register Manual Maintenance Event

Explanation

This activity is used to register a manual maintenance event for a serial. To register a manual event, open the Manual Maintenance Event page and create a record there. Once saved, you can observe an event number is set for the manual event, and this event will be included in the pool of pending maintenance events. Once the manual event is created, you can enter information on the work to be done (task cards and subtasks), resources needed to perform the work (person groups and tool/equipment groups), material that will be utilized, and sign off requirements for the task cards and subtasks.

In the Task Cards tab, task cards can be retrieved from the task library by selecting the source as Task Card and selecting a task card from the List of values or be defined manually by selecting Manual as the source. When the source is set as Task Card, the selected task card that has criticality information with the Include in Planning/Execution toggle switch enabled in the Criticality tab in the Task Card page, would be automatically fetched and set as the default value in the Task Card Criticality Level and Task Card Criticality Code fields. However it can be changed using the List of Values if needed. It is important to note that the subtasks connected to the selected task card will inherit its criticality information from the parent task card. Thereby, any modifications done for the parent task card's criticality would be applicable for the subtasks as well.

If the Source is set as Manual, you can select a criticality code and criticality level using the List of Values, which displays all criticality codes and levels defined in basic data.

In the Resources tab, you can add, modify, or view resource demands. If the task card (and any connected subtasks) on the manual event comes from the task card library, the predefined resources and their details are automatically populated in this tab. Each resource can have its own duration by entering a value in the Planned Hours field. If this field is left blank, the resource will follow the duration of the task card or subtask. Any manually entered value is treated as a deviation and overrides that duration. For example, if the task duration is 2 hours, a technician may be planned for the full 2 hours, while an inspector may only be planned for 30 minutes. The task card or subtask duration continues to represent the total time required to complete the work. If the duration on the task card or subtask is updated, the Planned Hours values for existing resource demands will not update automatically. The technician or planner should review and adjust the resource-specific durations if needed.

Once you have finished planning the manual event, it can be connected to a maintenance order. You can use the drop-down in the Order Number field to select the maintenance order to which the manual event is to be assigned.

Note: Manual events can also be assigned directly on a maintenance order using the option Assign Events, from the Manage Maintenance Order page or it can be assigned when creating a maintenance order using the New Maintenance Order assistant.

The manual event is processed in the same way as other maintenance event types. E.g., a work task is generated and any reported time and issued material is transferred back to the event when the task is finished.

Prerequisites

• The serial must be in either the In Operation or Out Of Operation status and should not be locked.
• If a work type is required, the work type must be specified for the Manual Event event type in basic data.
• If the event is to be connected to a customer, the customer must be registered.
• Criticality codes and criticality levels for the task cards must be defined in the Task Card Criticality Codes and Task Card Criticality Levels pagesrespectively.

Prerequisites for planning work on the event:

• If a task card is to be copied from the task library, the task card must be in the Active status.
• For the criticality information of the selected task card to be fetched and set as default, the Include in Planning/Execution toggle switch in the Criticality tab of the Task Card page must be enabled.
• The required resources must be registered. If the event is connected to a maintenance order, the given resources must be valid for the maintenance order site (i.e., the site of the workshop at which the maintenance order is to be performed).
• The required inventory parts must be registered as engineering parts. If the event is connected to a maintenance order, the given material must be valid for the maintenance order site.
• The required certificates and certificate levels must be specified in IFS Human Resources.

If the event is to be connected to a maintenance order:

• The maintenance order must be in one of the following statuses: Initial Scope Definition, Under Preparation, Released or Started.
• The serial on the event must be the same or included in the structure of the top serial on the maintenance order.
• The customer on the event must be the same as the customer on the maintenance order.

System Effects

• The event is created in the New status and added to the pool of pending maintenance events.
• Task cards, resources, material, and task card signatures can be planned on the event.
• The event can be assigned to a maintenance order.

Pages

Manual Maintenance Event

Activity Diagrams

Define Maintenance Visit
Plan Line Maintenance Activities