Maintenance Task Scheduling

Capacity Planning

The capacities of the work center must be maintained as maximum as possible considering the changing daily requirements. Therefore, it helps to find out which work center and individual person are available and which are overloaded when assigning them to orders and order operations. By the help of capacity requirement planning, you can assign a workshop or an individual person which should complete operation/activities in a given date and time.

Capacity planning is divided into two parts:

Capacity evaluation

Capacity levelling

Capacity evaluation, as the name suggest evaluating available capacity situation, capacity requirements and are compared to each other. Available capacity specifies the available capacity per workday. Capacity requirements specify the capacity required by the orders at a fixed point in time.

Capacity levelling is performed to adjust work center capacity overload or underload.

To assign people, position and qualification to a work center, human resource module must be available. When using HR, individuals who are stored in HR in a personnel master record with a personnel number can be assigned to a maintenance work center.

When people/person are assigned to the maintenance work center they can be assigned in different areas in the maintenance order:

Assignment of a person responsible on the header data tab page of maintenance order.

Assignment of an employee to operations.

Assignment of employees to several operations requirement assignments.

Capacity Availability Check

You can use the capacity availability check to check whether sufficient capacity is available on the planned date for operations in order. The availability check can be performed at following levels: 

When creating an order

When changing an order

When releasing an order

Material Availability Check

With this functionality, you can check the availability of all material components assigned to your order. It helps to find out when the materials planned for the operation are available or not.

For stock materials:

System provides the stock availability information after the execution of availability check for your maintenance order. Availability can be performed before the status is set to REL (release), or the system can do automatically after status is set REL (release).

For non-stock materials:

System provides the availability information if purchase requisition has been created for the required material. There is functionality to create purchase requisition automatically from your maintenance order.

When you execute material availability, the list displays the materials planned for the selected order and its sub-orders. When the check is executed, the system compares the following data for planned materials:

Delivery date of materials from the current procurement step (purchase requisition or purchase order).

Earliest planned start date for the operation.

Latest planned start date for the operation.

The traffic light display is used to indicate current procurement conditions.

Traffic light	Meaning
Green	The non-stock material procurement has been done and the material is delivered. or The non-stock material is available for the earliest operation date. or The quantity of stock material required is issued to the maintenance order.
Yellow	The material required will not be available at the earliest start date of operation but can be available up to / on the latest start date of operation. or The material is available for the latest start date of operation.
Red	The purchase requisition is not created/released within the stipulated time due to which planned released date is expired, the planned dates cannot be maintained. or The purchase order was not released within the period stipulated due to which the planned release date has expired, the planned dates cannot be maintained. or The material will not be available for the latest start date of operation because the planned delivery date of material is after the latest start date of operation. or Good receipt is not done and the planned delivery date in the purchase requisition has expired. or Good receipt is not done and the planned delivery date in the purchase order has expired. or Insufficient quantity.

Order Scheduling

Here you plan and check dates for the operation/activities. The scheduling function calculates start and finish dates of maintenance operations involved in order. The start or end dates calculated in this way can deviate from the basic dates.

For each order type, you can define the standard scheduling type. Scheduling type can be changed from the header data of order.

Adjust dates 

: determines how the basic dates or the dependent dates are adjusted during scheduling of maintenance order.

Automatic scheduling 

: If you select this checkbox, it means the scheduling happens automatically at the time of saving.

Scheduling including breaks: If you select this check box, means that breaks mentioned in work center will be considered in scheduling, and if not, then total break time will be distributed proportionally.

Order shift 

: If you select this check box, means the partially confirm operation are not considered in scheduling.

For the scheduling type Only capacity requirements, the capacity requirements are distributed equally across the period between basic start and basic end dates.

Creating Relationship Between Operations

Relationship defines the sequential relation between operations. A relationship describes time-based dependencies between two operations in a maintenance order. For example, an operation can only start once another operation has been completed, or an operation must be started when another operation is started.

There are four types of relationship available as follow:

Finish-Start Relationship (FS)

Start-Start Relationship (SS)

Start-Finish Relationship (SF)

Finish-Finish Relationship (FF)

Permits

Permits are necessary to ensure that a special approval must be obtained before execution of order. Permits can be assigned to the following objects:

Technical object (functional locationand equipment)

Maintenance order

Permits can be used in plant maintenance in two ways:

As technical permits assigned to technical objects

As process-oriented permits with automatic assignment to the order

Technical permits are assigned manually to the technical object. If an order is created for the technical object, the permits are copied to the order and can influence the order release with a corresponding setting. Process-oriented permits are determined automatically based on a field in the order header (for example, planned costs) and can likewise influence the order release.