Define Activity Type

Explanation

This activity is used to define activity types for Scheduling. To do this, the work types defined in IFS/Basic Data for Maintenance should be set up as scheduling activity types. The following scheduling information can be defined per activity type:

• A default execution time for the work orders using the work type. This value will be inherited by work orders for which an execution time has not been defined and where the total execution time for the connected operations is set to zero.
• A scheduling value per hour. This value will be used in the activity base value calculation, i.e., the base value per hour will be multiplied by the default duration and any relevant weightings, to set the base value for the activity. Note: If the base value is set to zero, work orders using the work type will not be scheduled in the Scheduling Engine.
• A default buffer time in hours and/or as a percentage. The default buffer time is added to the execution time when calculating the available time window, for work orders for which a requested finish, SLA req finish or planned finish date is specified. The buffer time is calculated to the highest value of the buffer time or buffer percentage multiplied by the activity duration.
• The duration in hours for the default primary scheduling type and/or default secondary scheduling type for the work orders using the work type. If a work order is missing the primary or secondary scheduling type, the default primary or secondary scheduling type which is defined per dataset will be assigned to the work order. For such work orders, or when the scheduling type duration cannot be calculated from the current work order dates, the duration entered for the default primary scheduling type or the default secondary scheduling type will be used to calculate the duration of the primary or secondary SLA window.
• The Availabilities defined in Basic data for scheduling/Appointment can be connected to a work type, so that the default data required in Appointment booking functionality is taken from this Availability.  

Prerequisites

• The company must have been set up in IFS/Enterprise.
• Work types must have been defined in the Work Order and PM Basic Data/Work Types tab.

System Effects

As a result of this activity, the activity types which are to be scheduled are defined.

Window

Basic Data for Scheduling

Related Window Descriptions

Basic Data for Scheduling
Basic Data for Scheduling/Work Order
Basic Data for Scheduling/Work Order/Activity Type

Procedure

1. Open the Basic Data for Scheduling window.
2. Click the Work Order tab and then click the Activity Type sub tab.
3. Verify that the correct company is in use. If not, right-click and click Change Company to change the company.
4. Create a new record (F5).
5. In the Work Type field, enter the work type that is to be used as an activity type. Use the List of Values to select a valid value.
6. In the Duration (Hours) field, enter the default duration in hours for work orders with the selected work type.
7. In the Base Value per Hour field, enter the scheduling value for the activity. If a value is not entered in the field, when saving, 1000 is entered by default.
8. In the Buffer Time (Hours) field, enter the default buffer time in hours. Entering a value in this field is optional.
9. In the Buffer Time (%) field, enter the default buffer time as a percentage. Entering a value in this field is optional.
10. In the Scheduling Type (Primary) Duration Hours field, enter the duration in hours for the default primary scheduling type.
11. In the Scheduling Type (Secondary) Duration Hours field, enter the duration in hours for the default secondary scheduling type.
12. In the Availability field, enter an Availability id already defined in Scheduling Basic Data/Appointment. Entering a value in this field is mandatory.
13. In the Displaceable Until Days field, enter the number of days prior to the Primary Scheduling Type End where the Work Order may be displaced by Appointments.
    (E.g. If Displaceable Until Days has been set to 20 days, then the Work Order may be displaced until 20 days are remaining to the Primary Scheduling Type End. If Displaceable Until Days has not been set the Work Order will not be displaced.)
14. Save the information (F12).