Standard Job—Key Exercises

Basic Data Setup

Maintenance Organization

Purpose: The purpose of this exercise is to show you how to set up the maintenance organization.

Windows:
Organization Basic Data/Maintenance Organizations

1. Create a new Maintenance Organization.

General exercise for Maintenance Organization

Employees

Purpose: The purpose of this exercise is to show you how to set up employees and link them to maintenance organizations. 

Windows:
Organization Basic Data/Employees

1. Create a new employee. 
2. Link a maintenance organization to the employee. 

General exercise for Employees 

Crafts

Purpose: The purpose of this exercise is to show you how to set up a craft.

Windows:
Organization Basic Data/Craft Catalog

1. Create a new craft record.

General exercise for Crafts

Inventory Part

Purpose: The purpose of this exercise is to show you how to set up an inventory part as well as the material cost for this part.

Windows:
Inventory Part

1. Create a new inventory part.

General exercise for Inventory Part

Tools and Facilities Type

Purpose: The purpose of this exercise is to show you how to set up the tools and facilities type required for the exercise below. 

Windows:
Tools and Facilities Basic Data/Tools and Facilities Type

1. Create a new tools and facilities type.

General exercise for Tools and Facilities Type

Tools and Facilities

Purpose: The purpose of this exercise is to show you how to set up the tools and facilities required for the exercise below. 

Windows:
Tools and Facilities Basic Data/Tools and Facilities

1. Create a new tools and facilities.

General exercise for Tools and Facilities

Connect Tools and Facilities

Purpose: The purpose of this exercise is to show you how to connect tools and facilities required for the exercise below. 

Windows:
Tools and Facilities Basic Data/Connect Tools and Facilities

1. Create a new connection for tools and facilities.

General exercise for Connect Tools and Facilities

Required Data

Create Equipment Object

Purpose: The purpose of this exercise is to familiarize you with the required data that you will need for the exercises below.

Windows:
Functional Object

1. Create a new functional object (F5).
2. In the Object ID field, enter XX2122.30, where XX is your initials.
3. In the Description field, enter Feed Water Pump 555.
4. In the Object Level field, select an appropriate object level using the List of Values (F8).
5. Save the new functional object (F12).

General exercise for Create Functional Object

Prepare Work Order

Purpose: The purpose of this exercise is to familiarize you with the required data that you will need for the exercises below.

Windows:
Prepare Work Order

1. Create a new work order (F5). 
2. Select the values shown in the table below using the List of Values (F8).

3. In the Directive field, enter an optional directive. 
4. Save the new work order (F12).
5. Change the status to Observed. Right-click, point to Work Order Status and then click Observed.
6. The work order can now be prepared further with a standard job, etc.

General exercise for Create Work Order

Main Exercise

Purpose: The purpose of these exercises is to show you how to create and prepare separate and route standard jobs. The standard job is used to define standard maintenance/service job conditions to be used against preventive maintenance and work orders.

Windows:
Separate Standard Job
Route Standard Job

Create a Separate Standard Job

1. Open the Separate Standard Job window.
2. Create a new record (F5).
3. Enter an appropriate standard job ID, revision and description.  
4. Save the new record (F12).
5. Click the Prepare tab.
6. Enter a work description that describes what the separate standard job is all about. Double-click the field to open the text editor.
7. If you only want to use the standard job's work description when connecting the standard job to a PM or work order, select the Use as Standard Text Only check box. This prevents you from defining any operations or materials, tools and facilities or permits for the standard job. 
8. Save the record (F12).
9. Click the Operations tab.
10. Click New, and enter a description of the operation. Note that you can edit the information once you save it.
11. If a certain maintenance organization and/or craft is to perform the work, you can select it here using the List of Values (F8).
12. Enter the number of employees and number of hours the operation will require. The time is calculated per person.
13. Save the new operation row (F12).

Note: The Operations tab also contains information about sales parts that are used in IFS/Service Management.

13. Click the Materials tab and create a new record (F5).
14. Select an appropriate part and the planned quantity using the List of Values (F8).
15. Save the new material row (F12).
16. Create one more material row, but this time, query for an existing purchase part. Click New, right-click, and then click LOV from Purchase Part. 
17. Enter an appropriate purchase part, and click OK.
18. Enter the planned quantity.
19. Save the new row (F12).
20. Click the Tools and Facilities tab, and create a new record (F5).
21. Select a tool and facility type using List of Values (F8). It's also possible to enter a tool and facility ID using List of Values (F8).
22. Enter the quantity and planned hours of the tool/facility that will be used for the standard job.
23. Save the new row (F12).

Note: Sometimes you need to link one or more permit types to a separate standard job. You can then link any number of permit attributes to each permit type. A common permit type is a safety regulation intended to ensure employee safety. The permits that you link to a standard job are copied to the PM Action or work order when connected as jobs.

24. Click the Permits tab.
25. Click New, and select an appropriate permit type using the List of Values (F8).
26. Save the new row (F12).
27. Sometimes you do not have the appropriate competencies within your own business to perform a certain job. In this case, you may need to be assisted by external craft. Click the Planning tab, and enter information on cost types that you want to connect to this separate standard job. Click New (F5).
28. In the Work Order Cost Type list, click External. 
29. Optionally, enter a planned quantity for performing this standard job.
30. If you are using IFS/Service Management, you can select a sales part using the List of Values (F8).
31. Save the new planning record (F12). 

Create a Route Standard Job

Note: It is useful to create a route standard job, which can be used when you need to enter many similar standard jobs. The route standard job is similar to a separate standard job except that it can be used on route work orders. Also, only materials, permits and documents can be defined on a route standard job.

1. Open the Route Standard Job window.
2. Create a new record (F5).
3. Enter an appropriate standard job ID, revision and description.
4. Save the new record (F12).
5. Click the Prepare tab.
6. Enter a work description that describes what the route standard job is all about. Double-click the field to open the text editor.
7. If you only want to use the standard job's work description when you connect the standard job to a PM or a work order, select the Use as Standard Text Only check box. Once you have done this, it will no longer be possible to define any materials and permits for the standard job. 
8. Save the record (F12).
9. Click the Materials tab, and create a new record (F5). 
10. Select an appropriate part and planned quantity using the List of Values (F8).
11. Save the new material row (F12).
12. Create one more material row, but this time, query for an existing purchase part. Click New, right-click, and then click LOV from Purchase Part. 
13. Enter an appropriate purchase part, and click OK.
14. Enter the planned quantity.
15. Save the new row (F12).

Note: Sometimes you need to link one or more permit types to a separate standard job. You can then link any number of permit attributes to each permit type. A common permit type is a safety regulation intended to ensure employee safety. The permits that you link to a standard job are copied to the PM Action or work order when connected as jobs.

15. Click the Permits tab.
16. Click New, and select an appropriate permit type using the List of Values (F8).
17. Save the new row (F12).

Connect a Standard Job to Categories

Note: It is useful to connect a standard job to categories when using job programs because a job program can easily be build from all standard jobs connected to a category. Categories that can be used are Object Category, Object Type, Type Designation and Part No. The same standard job can be connected to more than one category or identity.

1. Open the Separate Standard Job or Route Standard Job window.
2. Query for the standard job that you entered in the required exercise above.
3. Click the Prepare tab, then the Category table and create a new record (F5).
4. Select an appropriate category using the drop-down list.
5. Enter an appropriate identity using the List of Values (F8).
6. Save the new category row (F12).