Group and Merge functionality is especially useful on PM actions that for some reason can benefit from being executed together with other PM actions within same work order instead of being handled separately. This can be PM actions that look very similar to each other in the execution phase and/or have same need of resource requirements and material requirements.
This functionality gives a possibility to in a flexible way build up work orders from one or several PM actions by using the group and merge functionality. A work order generated for several PM actions can contain just grouped PM actions, grouped and merged PM actions or a mix of both types.
Group
Grouping of PM actions can be done based on two criteria.
- Group with PM Grouping Rule
If using the PM Grouping Rule on PM actions, the PM actions with same values for grouping rule parameters defined and that fall due at same time will be generated into one work order. This will result in all work list lines planned on the PM actions becoming work tasks on the generated work order.
Examples for Grouping Rule
|
Due Date |
PM |
Rule ID
|
Work Order |
Comments
|
|
June 1 |
PM 1 § Work List line 1 § Work List line 2 |
RULE1 |
WO § Work Task 1 (PM1) § Work Task 2 (PM1) § Work Task 1 (PM2) |
PM actions that fulfill the criteria for grouping will be grouped together into work tasks on the work order. |
|
June 1 |
PM 2 § Work List line 1 |
RULE1 |
||
|
June 1 |
PM 3 § Work List line 1 |
RULE2 |
WO § Work Task 1 (PM3) |
PM actions that fulfill the criteria for grouping but not have any other PM action to be grouped with will be generated into a separated work order with a work task. |
|
June 7 |
PM 4 § Work List line 1 |
RULE1 |
WO § Work Task 1 (PM4) |
NOTE: When Grouping PM actions using a PM Grouping Rule, PM actions grouped through a grouping rule will always create a new work order resulting all work list lines planned on the PM actions becoming work tasks on the generated work order.
- Group with PM Group
If using the PM Group on PM actions, the PM actions with same group defined and that fall due at same time will be generated into same work order. This will result in all work list lines planned on the PM actions becoming work tasks on the generated work order.
Examples for Group
|
Due Date |
PM |
PM Group |
Work Order |
Comments
|
|
June 1 |
PM 1 § Work List line 1 § Work List line 2 |
GR1 |
WO § Work Task 1 (PM1) § Work Task 2 (PM1) § Work Task 1 (PM2) |
PM actions that fulfill the criteria for grouping will be grouped together into work tasks on the work order. |
|
June 1 |
PM 2 § Work List line 1 |
GR1 |
||
|
June 1 |
PM 3 § Work List line 1 |
GR2 |
WO § Work Task 1 (PM3) |
PM actions that fulfill the criteria for grouping but not have any other PM action to be grouped with will be generated into a separated work order with a work task. |
|
June 7 |
PM 4 § Work List line 1 |
GR1 |
WO § Work Task 1 (PM4) |
Merge
To use merge functionality on a PM action will also require that a group has been defined. If so the PM actions with same group defined and the merge flag set will be merged into same work task on the work order. This is as long as they fall due at same time and that they fulfill all criteria for a merge.
Some other requirements that allows a PM action to be part of a merge.
Just one work list line on the PM action.
Same requirements regarding resources (personnel and tool/equipment) and material on the work list line for each PM action.
If available on the PM actions there should be same customer, service contract, location and work type specified.
When a merge take place this will result in that all work list lines planned on the PM actions will become work task steps into same merge task on the generated work order. If there is anything that prevent for a merge to take place between PM actions, they will still be grouped together if they all fulfill the criteria to be grouped.
Examples for Merge
|
Due Date |
PM |
PM Group |
Merge |
Work Order |
Comments |
|
June 1 |
PM 1 § Work List line 1 |
GR1 |
Y |
|
|
|
June 1 |
PM 2 § Work List line 1 |
GR1 |
Y |
WO § Work Task (Merge) § Work Task Step 1 (PM1) § Work Task Step 1 (PM2) |
PM actions that fulfill the criteria for both group and merge will be merged together into work task steps within same work task on the work order. |
|
June 1 |
PM 3 § Work List line 1 |
GR2 |
Y |
WO § Work Task (Merge) § Work Task Step 1 (PM3) |
PM actions that fulfill the criteria for both group and merge but not have any other PM action to be merged with will be generated into a separated work order with work task step in a work task. |
|
June 7 |
PM 4 § Work List line 1 |
GR1 |
Y |
WO § Work Task (Merge) § Work Task Step 1 (PM4) |
It can also be situations where there are some PM actions with just a group specified and other ones with both a group specified and the merge flag set. The result can then be a work order with both grouped and merged PM actions included.
NOTE: When a PM Grouping Rule is define on a PM action, the Merge flag will automatically be set to disable, and cannot be used together with a Rule ID.
Examples for mix Group and Merge
|
Due Date |
PM |
PM Group |
Merge |
Work Order |
Comments |
|
June 1 |
PM 1 § Work List line 1 |
GR1 |
Y |
WO § Work Task (Merge) § Work Task Step 1 (PM1) § Work Task Step 1 (PM2) § Work Task (PM3) |
PM actions that fulfill the criteria for just group or both group and merge will be merged together into work task steps within same work task or just grouped as separate work tasks on the work order. |
|
June 1 |
PM 2 § Work List line 1 |
GR1 |
Y |
||
|
June 1 |
PM 3 § Work List line 1 |
GR1 |
N |
When a PM action is generated there is a possibility to apply to an open work order if there is any available and they will match together. This will result in that more PM actions that are related to each other can be grouped and merged together and by that the amount of generated work orders can be reduced.
The work order to apply to cannot yet be started and it must belong to same group as the PM action to fall due. The dates for execution should also match between the PM action and the work order.
If a PM action applies to an existing work order all existing work tasks and work task steps on the work order will be kept as they are, i.e. any new work tasks or work task steps from PM actions will be added as an addition.
In cases where it’s important that a work order should be left intact, there is a flag available on the work order that prevent any new PM actions to be grouped or merged with this work order.
Examples for PM actions into open work order
|
Due Date |
PM |
PM Group |
Merge |
Open Work Order |
Work Order |
Comments |
|
June 1 |
PM 1 § Work List line 1 |
GR1 |
N |
WO (with correct conditions) § Work Task 1 § Work Task 2 |
WO § Work Task 1 § Work Task 2 § Work Task 1 (PM1) § Work Task 1 (PM2) |
Generated PM actions can apply to an existing WO that not still is started and that fulfill the conditions for group together with the PM actions to be generated. |
|
June 1 |
PM 2 § Work List line 1 |
GR1 |
N |
|||
|
June 1 |
PM 1 § Work List line 1 |
GR1 |
Y |
WO (with correct conditions) § Work Task (Merge) § Work Task Step 1 § Work Task Step 2 |
WO § Work Task (Merge) § Work Task Step 1 § Work Task Step 2 § Work Task (Merge) § Work Task Step 1 (PM1) § Work Task Step 1 (PM2) |
Generated PM actions can apply to an existing WO that not still is started and that fulfill the conditions for group and merge together with the PM actions to be generated. |
|
June 1 |
PM 2 § Work List line 1 |
GR1 |
Y |
NOTE: When there is only a grouping rule set on the PM action, Merge functionality will not be applicable when generating the work order.