IFS Work Orders PM Actions Jobs & Operations

Hi,

Kindly find the details below.

In summary:

• Standard job is a template that contains the steps/material required/ any other details relevant for a particular type of job.
• Operation is a step that can be performed when executing a certain work.

Standard Jobs

A standard job serves as a template for preventive maintenance (PM) actions, by simplifying the creation of the PM action. A standard job can be either a Route Standard Job or a Separate Standard Job. 

The difference between a standard job and a PM action is that the standard job as a template is not connected to an object but to the categories. Also, a PM plan will not be generated on the standard job even though generation criteria can be defined on the standard job.

Standard jobs can be categorized according to the object's object type, object category, type designation, and part number. They can also be categorized as mobilization or demobilization jobs, to be used in a rental business process. The categorization helps to group similar standard jobs together. Another way of grouping standard jobs is to connect the standard job types. Examples of standard job types are: Overhaul, General Maintenance, Inspection, Assemble, etc.

PM actions can be directly generated from a standard job. When a PM action is generated, all the information included in the standard job will be copied to the PM action. Consequently the information will be copied to the work order generated from the PM action. Standard jobs can also be connected to the work orders and service contracts. 

New Standard Jobs can be created by copying existing Standard Jobs. Note: You can only use this feature to create new Standard Jobs, and not to create new Standard Job revisions. Standard Job revisions are created using the Create New Revision right mouse button option.

Revisions and Statuses of Standard Jobs  

Revision control give you the possibility and control on deciding having revisions of standard job or do all updates on standard job itself without having revisions. This can be performed in two ways; either on the Site window or on the Separate Standard Job  window. If you enabled it on site, when new standard job is created using that site will automatically get the Revision Control enabled and vise versa.  If revision control  is enabled a standard job  revision that is in use (i.e., a revision where the PM actions have been generated, or where connections have been made to PM actions and work orders through jobs) can only be updated with restriction. Major changes such as entering generation criteria or changing the maintenance organization cannot be performed. When major changes are required, a new standard job revision has to be created. If revision control  is disabled you can make any changes to the same standard job without having to create new standard job revisions.

The status of a standard job revision can be any one of the following: 

• Preliminary - A new standard job or a new standard job revision will always receive the Preliminary status. A preliminary standard job revision is not considered to be active, i.e., it cannot be used to generate PM actions or to connect to work orders or service contracts. A standard job revision in the Preliminary status can be updated and  deleted. You can have more than one preliminary standard job revision at any given time.
• Active - An active standard job revision is used to generate PM actions, and it is also connected to work orders or customer service contracts.  If revision control  is enabled, an active standard job revision can only be updated as long as the PM actions have not been generated, or as long as connections do not exist to the work orders or service contracts. Minor changes (such as changing the planner or the operational status) are allowed. If you want to make major changes (such as connecting new material lines) to an active standard job revision which has connections to PM actions, work orders, or service contracts, you can do that by creating a new revision or do it in the same form by disabling revision control. A standard job can only contain one active revision at any given time. Therefore, the previously active standard job revision's status will be set to Obsolete by the system, once the new revision's status is set to Active.
• Obsolete - A standard job revision is set to Obsolete when it is no longer in use, i.e., if the revision is outdated or invalid (described below) or when a preliminary standard job revision's status has been changed to Active.  

Separate PM Action/Operations

You can enter one or several operations for a PM action/Work order. Each operation is identified by a specific operation number. Enter a work description for each operation and information such as maintenance organization, craft, personnel, and time required. If a standard job containing tasks is linked to a particular job on the Jobs tab, the relevant information will be displayed here. The operation planning that is made here is copied to the work orders that are generated by the PM action.

Best Regards,

Thilini