This course covers how to prepare, plan, execute and conclude work orders. In the work order register, all work is registered and planned. The planning process includes steps like describing a given 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). By monitoring and changing its status, you can trace the progress of the WO in the corrective action process.
IFS Applications also provides functionality to plan and control the number of planned hours based on maintenance organization and/or employee during the time period of the user's choice. This makes it easier to optimize personal resources both in the short and long term.
All transactions related to work orders can be traced, and the financial results presented on the WO. Using drill-down functionality on costs connected to work orders and WO structures as well as on equipment and equipment structures, you can easily detect "hot spots." By looking at the transaction history, you can, moreover, identify all costs. This makes it easier to determine where to concentrate your resources to make the best use of them.
In addition, the course explains how parts can be moved between different geographical locations, how a repair can be transferred to another external or internal facility, and how a repaired tool can be shipped to another location for calibration. It is possible to trace a part through its entire course. WO progress monitoring is covered as well.
This course also describes how to prepare and process external repair orders. External repair orders are used to send a part to an external supplier for maintenance or repair, and can be initiated from an active work order.
The estimated time to complete this course is 14 hours.
This course is primarily designed 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 with service order information such as work type, customer, customer agreement, coordinator, and warranty information.
Before going through the lessons of this chapter, you should have completed the intermediate course in Equipment Administration.
The estimated time to complete this chapter is 2 hours and 15 minutes.
This chapter is primarily designed for work leaders, maintenance planners, and service order planners.
This chapter covers the following functionality: preparing material using maintenance material requisitions, detached spare part lists, and object spare part lists. The chapter also addresses how to reserve, issue, and un-issue material.
Before going through the lessons of this chapter, you should have completed the Separate Work Order chapter.
The estimated time to complete this chapter is 15 minutes.
This chapter is primarily designed for work leaders, technician, maintenance planners, service order planners, and spare part planners.
This chapter covers the following functionality: reporting in and concluding route work orders, handling material requirements, reporting time, handling permits, and authorizing postings for route work orders.
Before going through the lessons of this chapter, you should have completed the Work Orders - Introduction lesson.
The estimated time to complete this chapter is 15 minutes.
This chapter is primarily designed 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 going through the lessons of this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 55 minutes.
This chapter is primarily designed for work leaders, maintenance planners, service order planners, and managers
This chapter covers the functionality for Allocating, Monitoring and Reallocating work orders and operations.
Before going through the lessons of this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 25 minutes.
This chapter is primarily designed 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 as well as for non-serial parts.
Before going through the lessons of this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 40 minutes.
This chapter is primarily designed for work leaders, technicians, and inventory personnel.
This chapter covers the functionality for creating and handling external repair orders for serial- and/or lot/batch-tracked parts that need to be sent to a supplier for maintenance or repair.
Before going through the lessons of this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 3 hours.
This chapter is primarily designed 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 (e.g., personnel or expenses) before concluding the work order.
Before going through the lessons of this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 1 hour and 10 minutes.
This chapter is primarily designed for work leaders and service technicians.
This chapter covers the following After Sales functionality: creating an SM object from a customer order line, attaching an SM object to an existing object on a customer order line, delivering sales parts for a customer order, and following up on the costs and revenues. This chapter also describes how to connect a service request to a customer order.
Before going through the lessons of this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 1 hour.
This chapter is primarily designed 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; and how the invoicing of a work order is affected if covered under customer warranty.
Before going through the lessons of this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 1 hour and 30 minutes.
This chapter is primarily designed for service call handlers and service managers.
This chapter describes how to set up basic data and maintenance employee data in IFS/Human Resources. It also includes 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 going through the lessons of this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 1 hour.
This chapter is primarily designed for service technicians and service managers.
This chapter covers the following functionality: linking objects to manufacturing resources, work center load on a work order, and work order load in a work center load graph in IFS/Manufacturing. The chapter also includes information on how work orders can be viewed in IFS/Constraint Based Scheduling (CBS) as resource breaks.
Before going through the lessons of this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 45 minutes.
This chapter is primarily designed 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 also covers financial transactions in IFS/Maintenance and IFS/Service Management.
Before going through the lessons of this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 1 hour and 30 minutes.
This chapter is primarily designed for managers as well as inventory, purchase and invoice personnel.
This chapter covers the functionality of integration between Project and Maintenance, i.e., how work orders can be connected to project activities, how work order–related expenses are updated on the project, and how expense transactions on work orders connected to a project are preposted.
Before going through the lessons of this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 1 hour and 30 minutes.
This chapter is primarily designed for maintenance planners.
This chapter covers the functionality available for managing the work scope (i.e., work orders) of a maintenance visit.
The Prepare and Plan WO for Execution Logic Structure lesson discusses how to handle work orders created for the Execution Logic Structure (ELS) of a maintenance order in IFS/Vehicle Information Management. When the maintenance order is distributed with the Execution Logic Structure distribution type, a work order structure is created automatically for the ELS.
Before taking the lessons in this chapter, you should have completed the Releasing a Maintenance Order lesson in the Prepare Maintenance Visit course (Vehicle Information Management product). Furthermore, if you are to work with ELS work orders, you should have completed the Generating Execution Logic Structure and Executing ELS Sequencing lessons in the same course.
The estimated time to complete this lesson is 1 hour and 30 minutes.
This chapter is primarily designed for work leaders, maintenance planners, and service order planners.
This chapter provides an overview of the general functionality available in IFS/Work Order Management to complete and conclude work orders. You will learn how to conclude work and report in the time, material and personal etc that was utilized during a maintenance visit.
Before taking the lessons in this chapter, you should have completed the previous chapter.
The estimated time to complete this lesson is 45 minutes.
This chapter is primarily designed for work leaders and service technicians.
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 going through the lessons of this chapter, you should have completed the Separate Work Order lesson.
The estimated time to complete this chapter is 45 minutes.
This chapter is primarily designed for maintenance managers.