Setting Up Predefined CRO Work Scope--Exercises

Basic Data Setup

Inventory Part

Purpose: The purpose of this exercise is to create the parts to be consumed when executing a repair work scope connected to a service type.

Windows:
Inventory Part

Note: If you have not yet already done so, create the following:

• Create the inventory parts listed in the table below. Replace XX is with your initials. Important! They should be created on your own site.

General exercise for Purchased Inventory Part

Repair Code

Purpose: Repair codes are a way of grouping standard jobs for the work order and material and/or operations for repair shop order. The purpose of this exercise is to define the repair codes which will be used to define the work scope for service type connected to a repair part.

Windows:
Repair Setup Basic Data/Repair Code

Note: If you have not yet already done so, create the following:

• Create repair codes with the information give below.

General exercise for Repair Code

Associate Repair Codes to Repair Part

Purpose: The purpose of this exercise is to connect the repair codes to a repair part in order to make it possible to connect them to the part’s service types.

Windows:
Repair Setup Basic Data/Repair Code Part

Note: If you have not yet already done so, create the following:

• Connect your part to your repair codes, where XX is your initials.

General exercise for Define Services and Pricing

Repair Structure

Purpose: The purpose of this exercise is to define a repair structure. The repair structure represents a union of all extra material needed when performing repair work (consumables, tools, etc.) for a given part. The repair structures are later used as a basis for creating repair code structures, which are subsets of extra material for a specific repair code.

Windows:
Product Structure

Note: If you have not yet already done so, create the following:

1. Open the Product Structure window.
2. Query for the part XX-187-CS.
3. The structure type should be Repair.
4. Create a repair structure containing the parts created in the previous exercise. Use the quantities given in the table below.
5. Now the components are connected to the parent part. Save your record.
6. Set the repair structure to Buildable.

Note: The inventory part revision must be in line with the phase-in date for the product structure.

General exercise for Setting Up Basic Data in Manufacturing Standards

Work Center

Purpose: The purpose of this exercise is to create work centers in the repair shop where the repair work scope can be preformed for a repair part. A work center can represent a machine, a department, a specific operator, or an operator group required to be able to execute the work scope for a part.

Windows:
Work Center

Note: If you already have appropriate work centers, use them instead.

1. Open the Work Center window.
2. Create work centers with the information given below.

General exercise for Setting up Work Centers, Production Lines, Labor Classes, and Manufacturing Tools

Labor Class

Purpose: The purpose of this exercise is to create the labor classes which will perform the work scope for the part. Different labor classes could be needed to divide employees into groups. One group could be responsible for the performance of the service, while another could handle functional testing of the part after completion.

Windows:
Manufacturing Labor Class

Note: If you already have an appropriate labor class, use that one instead.

1. Open the Manufacturing Labor Class window.
2. Create a labor class with the information given below.

General exercise for Setting up Work Centers, Production Lines, Labor Classes, and Manufacturing Tools

Repair Routings

Purpose: The purpose of this exercise is to define repair routings. The repair routings are later used as a basis for creating repair code routings, which are subsets of operations for a specific repair code.

Windows:
Routing

Note: If you have not yet already done so, create the following:

1. Open the Routing window.
2. Query for your part XX-187-CS.
3. Create a repair routing according to the table below. Define appropriate machine set up times, machine run factors, labor set up times and labor run factors for the operations.
4. Set the repair routing to Buildable.

General exercise for Setting Up Basic Data in Manufacturing Standards

Standard Job Type

Purpose: The purpose of this exercise is to define standard job types. The purpose with standard job types is to group standard jobs.

Windows:
Work Order and PM Basic Data/Standard Job Type

• Enter three standard job groups according to the table below. Replace XX with your signature.

General exercise for Standard Job

Action

Purpose: The purpose of this exercise is to define actions. The purpose with using standardized actions is to make it easier to enter and query for actions, since the same type of action often applies to many different objects.

Windows:
Maintenance Basic Data/Actions

• Enter three actions according to the table below. Replace XX with your signature.

General exercise for Action

Main Exercise

Purpose: The purpose of this lesson is to learn how to create a predefined work scope for a service type. For the repair order type Work Order you will acquire yourself knowledge about how to connect repair codes to standard jobs. For Repair Shop Order you will learn how to setup a repair code structure and a repair code routing.

Windows:
Separate Standard Job
Repair Code Structure
Repair Code Routing.

Associate Repair Codes and Parts to Standard Jobs

1. Open the Separate Standard Job window.
2. Create a new record and specify standard job XX-JC-1 and with Cleaning Chain Saw as the description.
3. Select a standard job type and an action type.
4. Save your record.
5. In the General tab, define job information relevant for the standard job.
6. In the Budget, Operations, Material, Tools and Facilities, Planning and Permit tabs, enter optional data which you would like to associate with the standard job.  A recommendation is to use the same operation and material list as in the Repair Structure and the Repair Routings section in the Basic Data Setup section in this document.
7. In the Prepare tab enter a work description of the standard job.
8. Create a new line in the table and select the Part No category.
9. Use the List of Values to select your part XX-187-CS.
10. Create a new line in the table and select the Repair Code category.
11. Use the List of Values to select the XX-RCCS-1 repair code.
12. Save your record.
13. Repeat step 2-12 for your other two standard jobs.
14. Connect part and repair codes according to the table below.

Define Repair Code Structure

1. Open the Repair Code Structure window.
2. Query for your part XX-187-CS.
3. Create a new record in the upper table and use the List of Value to select the XX-RCCS-1 repair code.
4. Save your record.
5. Notice that the repair code structure status is set to Preliminary and that all material lines in the repair structure appear in the lower table.
6. Include a part to be consumed during repair process, i.e., XX-AF-1.
7. Save your record.
8. Select the repair code line in the upper table, Right-click and then click Activate.
9. The repair code structure status changes from Preliminary to Active.
10. Repeat step 2-9 for your other two repair codes. Include parts according to the table below.

Define Repair Code Routing

1. Open the Repair Code Routing window.
2. Query for your part XX-187-CS.
3. Create a new record in the upper table and use the List of Values to select the XX-RCCS-1 repair code.
4. Save your record.
5. Notice that the repair code structure status is set to Preliminary and that all operations in the repair routing appear in the lower table.
6. Include a part operation 10 and 20 to be preformed during the repair process.
7. Save your record.
8. Select the repair code line in the upper table. Right-click and then click Activate.
9. The repair code routing status changes from Preliminary to Active.
10. Repeat step 2-9 for your other two repair codes. Include operations according to the table below.