This course in Work Order Management covers in general preparing, planning, executing and concluding work orders. In the work order register all work is registered and planned. The planning process includes steps like describing the fault and entering information about the needed resources, such as: personal and material. The purchase of external resources can be handled directly from the work order, WO. It's also possible to handle special permits and isolations needed as a condition for safe performance of the work, and connecting relevant documents to the WO. By changing it's status, it is possible to trace the current position of the WO in the process of performing the work.
By using supporting registers, such as: documents, equipment, inventory and purchasing, the time needed for the planning process is reduced, and the quality of data increased. The time from detection of a fault to completion of the repair can be shortened. The built-in graphical planning tools makes planning of work orders and resources easier, and provides a better overview of the current work situation.
IFS Applications provide also functionality to plan and control the number of planned hours based on maintenance organization and/or employee during the time period of the users choice. This makes it easier to optimize personal resources both in the short and long perspective.
All work orders with the entered information are saved for future use as an information bank. By investigating the information, new knowledge can be extracted to create a new or change existing PM, to make the best use of personnel and material resources and avoid unnecessary purchasing of external resources.
The estimated time to complete this course is 18 hours.
This course was designed primarily for application consultants in Maintenance or employees working within this area.
This chapter covers the following functionality: creating, planning and preparing work orders with mandatory information, such as: dates, priority, responsible personnel, work description, resource requirements, permits, documents, handling the status, standard job; and the service order information, such as: work type, customer, customer agreement, coordinator, warranty info.
Before taking the lessons in this chapter, you should have completed the intermediate course in Equipment Administration.
The estimated time to complete this chapter is 2h 15 minutes.
This chapter was designed primarily for work leaders, maintenance planners, and service order planners.
This chapter covers the functionality on how to create a new fault report and a work request, and what is the information that you need to add to the fault report or work request.
Before taking the lessons in this chapter, you should have completed the intermediate course in Equipment Administration.
The estimated time to complete this chapter is 15 minutes.
This chapter was designed for anyone who is interested in this functionality.
This chapter covers the functionality on how to create and prepare a service request, when to enter a service request and why, how to use the functions available from the service request.
Before taking the lessons in this chapter, you should have completed the intermediate course in Equipment Administration.
The estimated time to complete this chapter is 45 minutes.
This chapter was designed primarily for service call handlers, and managers.
This chapter covers the functionality of work order quotation: when and how to create, how to create and prepare work orders for the quotation to retrieve pricing information, how to print a quotation letter, how to revise and follow up a quotation.
Before taking the lessons in this chapter, you should have completed the Equipment Object Information chapter.
The estimated time to complete this chapter is 45 minutes.
This chapter was designed primarily for service managers, service order planners and salesmen.
This chapter covers the following functionality: preparing material using maintenance material requisition, detached spare part list and an object spare part list. It includes also how to reserve, issue, and unissue material.
Before taking the lessons in this chapter, you should have completed the Separate Work Order chapter.
The estimated time to complete this chapter is 15 min.
This chapter was designed primarily for work leaders, technician, maintenance planners, service order planners, and spare part planners.
This chapter covers the following functionality: report in and conclude route work orders, handle material requirements, report time, handle permits, authorize postings for route work orders.
Before taking the lessons in this chapter, you should have completed the Work Orders - Introduction lesson.
The estimated time to complete this chapter is 15 minutes.
This chapter was designed primarily for inspectors, technicians, and maintenance managers.
This chapter covers the functionality for scheduling separate work orders using the Gantt chart. The chapter also includes reviewing resource loads, planning, re-planning work orders and resource allocations.
Before taking the lessons in this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 55 minutes.
This chapter was designed primarily for work leaders, maintenance planners, service order planners, and managers.
This chapter covers the functionality for creating and handling repair work orders for serial objects, and also for non-serial parts.
Before taking the lessons in this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 40 min.
This chapter was designed primarily for work leaders, technicians, and inventory personnel.
This chapter covers the functionality for reporting in and concluding work orders, including causes for failure, action taken, time spent on the job, materials used, external costs, customer order (CO) information, authorization of the different postings, i.e., personnel, expenses, external, before concluding the work order.
Before taking the lessons in this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 1h 10 min.
This chapter was designed primarily for work leaders and service technicians.
This chapter gives the overview of the basic functionality in Equipment and Personal Safety Management.
Before taking the lessons in this chapter, you should have completed the course in Equipment Administration and the course in Work Processing.
The estimated time to complete this chapter is 30 minutes.
This chapter was designed for anyone who is interested in this functionality.
This chapter covers the following functionality: creating permits, using permits along with isolation orders and work orders, planning validity dates.
Before taking the lessons in this chapter, you should have completed the Equipment and Personal Safety Management chapter.
The estimated time to complete this chapter is 45 minutes.
This chapter was designed primarily for work leaders and operators.
This chapter covers the following functionality: using an isolation order along with work orders and permits, controlling the use of a isolation order by status changes.
Before taking the lessons in this chapter, you should have completed the Equipment and Personal Safety Management chapter.
The estimated time to complete this chapter is 45 minutes.
This chapter was designed primarily for work leaders and operators.
This chapter covers the following functionality: create a customer agreement, define customer specific prices in a customer agreement to establish a price agreement, define services covered under a customer agreement, set up payment plans, define a cap price agreement, establish a preventive maintenance (PM) agreement. The chapter includes also the functionality of using the customer agreement, such as: set up a price agreement and a service agreement, process a payment plan to invoicing, generate work orders from a preventive maintenance (PM) agreement.
Before taking the lessons in this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 1h 30 min.
This chapter was designed primarily for service managers, and sales personnel.
This chapter covers the following After Sales functionality: create an SM object from a customer order line, attach an SM object to an existing object on a customer order line, deliver sales parts on a customer order and follow up on the costs and revenues. This chapter cover also the functionality on how to connect a service request to a customer order.
Before taking the lessons in this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 1 hour.
This chapter was designed primarily for service order planners, and managers.
This chapter covers the following functionality: warranty information on equipment objects, supplier warranty, customer warranty; How to activate a customer and/or supplier warranty on a work order for an object covered under warranty; How a work order can be invoiced to a supplier to process a supplier warranty claim; How the invoicing of a work order is affected if covered under customer warranty.
Before taking the lessons in this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 1h 30 min.
This chapter was designed primarily for service call handlers, and service managers.
This chapter covers the following functionality on how to set up basic data and maintenance employee data in IFS Human Resources. It includes also the information on connecting a work order to an expense report and what is transferred from the expense report to the work order. Furthermore, it describes procedures for setting up the availability and planned time in the Maintenance Resources.
Before taking the lessons in this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 1hour.
This chapter was designed primarily for service technicians and service managers.
This chapter covers the following functionality: link objects to manufacturing resources, work center load on a work order, work order load in a work center load graph in IFS Manufacturing. It includes also the information on how work orders can be viewed in IFS/Constraint Based Scheduling (CBS) as resource breaks.
Before taking the lessons in this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 45 minutes.
This chapter was designed primarily for maintenance planners.
This chapter covers the functionality on how prices are retrieved in Service Management, how you can use multiple discounts, and how you can build customer hierarchies to handle pricing more efficiently. It covers also financial transactions in Maintenance and Service Management.
Before taking the lessons in this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 1h 30 min.
This chapter was designed primarily for maintenance planners.
This chapter covers the following functionality: work order costs analysis, equipment object cost analysis and analysis of costs and revenues.
Before taking the lessons in this chapter, you should have completed the intermediate course in Equipment Administration and the intermediate course in Work Processing.
The estimated time to complete this chapter is 30 minutes.
This chapter was designed primarily for maintenance engineers, PM engineers, managers and work leaders.
This chapter cover the functionality for setting up Work Processing basic data, such as: discoveries, symptoms, quotation statistical codes, types, classes, etc.
Before taking the lessons in this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 45 min.
This chapter was designed primarily for maintenance managers.