Absence Reporting on Work OrdersExercises
Basic Data Setup
IMPORTANT |
It is extremely important that you are logged in as applications
owner SAMI when entering the required data in the Human Resources executable.
|
Create Maintenance Employee and connect to Maintenance Organization
Purpose: The employee has to be used when planning operation
on work order.
Windows:
Organization Basic Data
/Employees
General exercises for Enter and Link
Employee to Maintenance Organization
Connect Maintenance Employee to HR Position
Purpose: The position links the employee with the
organization, and defines the authority
structure.
Windows:
Position Assignments
General exercises for Connect
Maintenance Employee
to HR Position
Connect Maintenance Employee to Schedules and Rules
Purpose: A day schedule defines the work day or week for
the employee and gives the scheduled hours.
Windows:
Employee Schedules and Rules
General exercises for Connect Employee
to Schedules and Rules
Connect Maintenance Employee to Time Management
Purpose: To be able to report presence and absence
from the Time Management window.
Windows:
Time Registration Employee Time Base
General exercises for Connect
Maintenance Employee
to Time Management
Required Data
Create a Work Order
Purpose: The purpose of this exercise is to create a
work order (you will later plan operation and report time on the work order).
Windows:
Prepare Work Order
- Open the
Prepare Work Order window.
- Enter your employee's signature in the Reported By field and a
short description of the problem in the Directive field.
- In the Maint. Org. field, enter 1500 Construction department
(the same maintenance organization as for the employee.
- Save the record.
General exercises for Prepare
and Plan Service Order
Main Exercises
Purpose: The purpose of this exercise is to show how to
verify the resource graph.
Windows:
Load Distribution by Employee
- Log on the Maintenance executable.
- Open the
Parameters for Employee Resources
dialog.
- Enter a signature ID for the previously connected employee and click OK.
- Verify the that the resource graph displays available time.
Purpose: The purpose of this exercise is to show how to
report absence in time management.
Windows:
Time Registration
- Log on the Human Resource executable.
- Open the
Time Registration window.
- Click Query Dialog (F3) and search for the employee No.
- Select the first Wage Code line and click New
(F5).
- In the Wage Code field, select 600 Vacation (Wage Type:
absence). Use List of Values (F8).
- Enter 8 hours in the Monday field and 4 hours in the Tuesday
field.
- Save the record (F12).
Purpose: The purpose of this exercise is to show how to
verify absence in the resource graph.
Windows:
Load Distribution by Employee
- Open the
Parameters for Employee Resources window again, and search for the
employee signature.
- Verify that the employee has now reduced available time on Monday and
Tuesday.
Purpose: The purpose of this exercise is to get
allocated
time in the resource graph.
Windows:
Prepare Work Order
- Open the
Prepare Work Order, click the
Operations
tab,
then click New.
- Tab to the Description field and enter a description.
- Enter your employee's signature in the Signature field, and enter 8
hours in the Allocated Hours field.
- Tab to the Planned Start field and enter the date for the Wednesday,
and a start time of 8 in the morning.
- Tab to the Planned Finish field, and enter the date for the Wednesday and
an end time of 5 in the afternoon.
- Save the record.
Purpose: The purpose of this exercise is to show how to
verify allocated time in the resource graph.
Windows:
Load Distribution by Employee
- Open the
Parameters for Employee Resources window again and search for the
employee signature.
- Verify that the employee now has 8 hours allocated time on Wednesday.
Purpose: The purpose of this exercise is to show how
time management interacts with work orders.
Windows:
Time Registration
- Open the Time Registration window, click Work
Order.
- Select an appropriate work order using the List of Values.
- Enter 8 hours in the Wednesday field.
- Save the record.
Purpose: The purpose of this exercise is to show how
time management interacts with work orders.
Windows:
Report In Work Order
- Open the
Report In Work Order window and click
the
Time Report tab.
- Verify the created time report line.
- Create a new line in the
Time Report tab and enter 4 hours
for Thursday.
- Save the record.
Purpose: The purpose of this exercise is to show how
time management interacts with work orders.
Windows:
Time Registration
- Open the Time Management Time Registration window.
- Populate, and verify that 4 hours are listed for Thursday.