Verify Resource Availability
Explanation
This activity is used to verify the resource availability for the defined
work scope. Resource demands specified on the events included on a maintenance
order will be transferred to the corresponding work tasks when distributing the
maintenance order to IFS/Work Order Management. You can then verify resource
availability and allocate the resources (i.e., person or tool/equipment)
required to execute the work task.
This activity describes the procedure for manually allocating resources. It
is also possible to allocate resources and monitor resource availability via the
Allocate Resource window and the
Resource Monitoring Gantt. For more information
on the allocation and monitoring process, refer the help file
Resource Allocation
and Monitoring.
Note: For maintenance orders distributed as simplified work orders,
the verification of resource availability will be a manual process. This
information is registered in the system when finishing the relevant maintenance
event.
Prerequisites
To perform this activity, a maintenance order must have been distributed to
IFS/Work Order Management.
System Effects
- The resource availability for the defined work scope can be verified for
maintenance orders that are distributed and followed up in IFS/Work Order
Management.
- A work assignment will be created for the resource and the work task
will be considered as allocated. The work assignment will be set to the
Assigned status.
Window
Prepare Work Order
Work
Order Structure
Work Task
Report In Work Order
Related Window Descriptions
Prepare Work Order
Prepare Work Order/Work Tasks
Prepare Work Order/Work Tasks/Resources
Prepare Work Order/Work
Tasks/Resources/Demands
Assign Work
Procedure
Follow this procedure to manually allocate a resource to the work tasks planned
on a work order:
- Open the Prepare Work Order window and search for the relevant work
order. You can also use any of the following windows:
Work Order Structure,
Work Task, and Report
In Work Order.
- Click the Work Tasks tab. Select the work task line, right-click and
then click Assign Work. The Assign Work dialog box opens.
- In the upper table of the Allocations on Demands tab, select the
resource demand record that is to be allocated.
- In the lower table of the tab, create a new record. Use the List of
Values in the Allocated To field to select the required resource,
i.e., person or tool/facility.
- Click Save to save the allocation and repeat above steps as
required or click OK to save and close the dialog
box.
There can be instances where additional resources are required to execute the
work. Using the following procedure, it is possible to directly allocate a
person or tool/equipment to the work task without specifying a resource demand
line:
- Open the Prepare Work Order window and search for the relevant work
order. You can also use any of the following windows:
Work Order Structure,
Work Task, and Report
In Work Order.
- Click the Work Tasks tab. Select the work task line, right-click and
then click Assign Work. The Assign Work dialog box opens.
- Click the Direct Allocation tab and
create a new record.
- Use the List of
Values in the Allocated To field to select the required resource,
i.e., person or tool/facility.
- Click Save to save the allocation and repeat above steps as
required or click OK to save and close the dialog
box.