Route WO Concluding—Key Exercises

Basic Data Setup 

Crafts

Purpose: The purpose of this exercise is to show you how to set up the crafts that are required for the following exercises. 

Windows:
Organization Basic Data /Craft Catalog

  1. Create a new craft row. 

General exercise for Craft

Maintenance Organization

Purpose: The purpose of this exercise is to set up the maintenance organization required for the following exercises. 

Windows:
Maintenance Basic Data /Maintenance Organizations

  1. Create a new maintenance organization.

General exercise for Maintenance Organization

Main Exercises

Purpose: The purpose of these exercises is to show you how to report in and conclude the work on a route work order.

Windows:
Active Routes
Report In Route

Prepare Route WO

Note: Before beginning this exercise, you must have completed the Route WO Preparing – Exercises and then generated the work orders for your route PM actions.

  1. Open the Active Routes window, and populate it (F2).

Note: The same route list may have generated multiple route work orders. One route work order is created for each route list, maintenance organization, supplier, and craft. 

  1. Find the route work order or orders that were generated from your route ID. 
  2. Select the route work orders, and right-click and then click Report In Route Work Order.
  3. Click the Materials tab, and verify that the material requirement is inherited from the PM. The work order is PM generated. Therefore, the entire material planning will be copied from the route PM action to this work order.
  4. When the work order is completely prepared, you can change the status to Released.
  5. When the work order is ready to be executed, the status should be changed to Started.

Report In Route WO

  1. In the Report In Route window, find a route work order with the Started status. Hint: Query (F3) for work orders with the status set to Started.
  2. Click the Route Actions tab and make sure that the each action has the correct value in the Route Report In Status field. Select the line, and use the right-mouse-button option to change the route report in status to Completed or Not Completed, if required.
  3. If you are going to finish the route without completing some of the actions, you should also consider entering an inspection note, such as: This action was generated but not completed on [today's date]. Also select the Generate Note check box to make this note appear the next time  a route work order is generated for this action.
  4. Click the General tab, right-click, click Work Order Status and then click Work Done.
  5. When some or all of the actions on the route have been completed, you should report the time it took to complete the actions. Click the Time Report tab, and report in the hours worked on this route work order. Enter the employee ID, maintenance organization, craft ID, and number of hours. Use the List of Values (F8).
  6. Save the new information (F12).
  7. Click the General tab, right-click, click Work Order Status and then click Reported.

Note: If you enter a maintenance organization and craft, the total is based on the hourly rate of the craft. In IFS/Service Management, the amount depends on what you enter for maintenance organization, craft, sales part, price list number, and number of hours. The amount or amounts on this tab are automatically displayed as personnel costs in the Amount field on the Postings tab.

  1. If you used more material than expected on this work order, you should add a new row or adjust the material list as required. Enter the required date and quantity on each row in the material list.
  2. Select the rows on the Materials tab, and issue all inventory parts: right-click and then click Issue or Issue Manually. 
  3. Click the Postings tab. Select the rows, right-click and then click Authorized All Non-Authorized.
  4. Select an appropriate signature. Click OK to complete the authorization.
  5. Make sure that any permit connected to the route work order is returned before finishing the route work order.
  6. Click the General tab, right-click, click Work Order Status and then click Finished.
  7. Enter the actual finish date and an appropriate signature in the window. Click OK. From now on, the concluded route work orders will appear in the Historical Routes window.

Note: Do not forget to report in and conclude the other route work orders that may have been generated from the same route list by repeating the steps above.