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:

• Specify task cards for events without connected task cards
• Add additional task cards or cancel task cards that are no longer valid
• Add additional events to the maintenance order
• Change the grouping ID for a maintenance order with the Execution Logic Structure distribution type
• Connect documents to the task cards
• Release resource and material demands on the maintenance order, if the demands have not already been released

Prerequisites

• A maintenance order in the Initial Scope Definition status must exist.
• At least one event must be connected to the maintenance order. If predefined task cards exist for the event, the connected resources and material must be valid at the maintenance order site. For resources, the site connection is set in the Resource Detail/Connections/Site tab.

System Effects

• If task cards have been connected to event codes, these task cards will be added to the corresponding events that have the Work Order and Execution Logic Structure distribution types. The event is set to the Under Preparation status.
• If predefined task cards do not exist for an assigned event, the event will be set to the Incomplete status.
• For a maintenance order with the Execution Logic Structure distribution type, an execution logic structure (ELS) will be created automatically based on the ELS template defined for the given grouping ID. All task cards and subtasks connected to the events with in the Under Preparation status will be sorted. The following effects will occur for the generated ELS:
  • If multiple resources are used on the task card or subtask, and these resources are included in the selected ELS template, the task card or subtask will be coped to each ELO node corresponding to the resources on the task card or subtask.
  • If multiple zones are used on the task card or subtask, and these zones are included in the selected ELS template, the task card or subtask will be copied to each ELO node corresponding to the zones on the task card or subtask.
  • The planned start date for all the execution logic orders (ELOs) will be set to the date given in the Req Start field on the maintenance order. This is valid for both grouped and ungrouped task cards.
  • The dependencies predefined in the ELS template will be drawn between the relevant ELOs.
  • The grouping and ELO nodes in the ELS will be sorted in the same order as set up on the ELS template. This sequence is reflected in the ELS navigator and the Gantt chart available in the Exec. Logic tab. Ungrouped ELO nodes will always be placed at the bottom of the ELS navigator and the Gantt chart.
  • The duration of the ELO is set to the hour consumption of the task card with the highest consumption within the ELO.
  • The planned finish date for the ELO will be calculated by adding the duration of the ELO to the planned start date.

If maintenance order demands have been released:

• Soft-pegged demands are created for the material on the maintenance order.
• Resource activities will be generated for the resources on the maintenance order. Resource activities can be viewed in the Resource Activity window. The resource origin for generated resource activities will be set to Maint Order Task Card.
• The Demands Released check box will be selected on the maintenance order and the Release Demands menu option will be disabled.
• The workshop on the maintenance order can only be changed to a workshop within the same site.
• Any further changes to resources and material while the maintenance order is in the Under Preparation status will automatically release new/changed demands.

Window

Maintenance Order

Related Window Descriptions

Maintenance Order
Maintenance Order/Order

Procedure

1. Open the Maintenance Order window and search for the necessary maintenance order.
2. Verify that the Earliest Start and Latest Finish dates have been entered. If not, enter the earliest start and latest finish for the maintenance order in the relevant fields.
3. Right-click, point to Status, and then click Under Preparation. The Set Maintenance Order to Under Preparation dialog box opens.
4. Select the Release Material and Resource Demands check box if you want to release material and resource demands on the maintenance order. Clear the check box if demands will be released at a later stage.
5. Click OK.