Use this activity to reallocate or clear allocations for maintenance employees and/or tools & facilities that have been allocated to execute a work order and/or work order operations.
This activity is typically used when;
Reallocating a work order to be executed by one
maintenance employee
As a result of this activity, the
entire work order will be reallocated to one single maintenance employee . The
old work order level allocation will be removed and a new work order level allocation
will be created using a default operation with the
operation no "0".For the new default operation also a new allocation
with Allocation From and Allocation To will be created against the
selected employee and the selected work order. The work order will be set
to Operations follow Work Order Status. Furthermore the
allocated
employee signature will be set in
Executed by, the
Fixed Executed by flag
will be checked and the selected start date of the allocation will be inserted
into the Fixed Start Date. If there are
operations present on the work
order these will also be allocated to the executed by on the work order. These
allocations will however not receive any any Allocation From and Allocation To
or any Allocated Hours since all the allocated hours will be allocated for the default
work order operation no "0".
Clearing an allocation for a work order to be executed by one
maintenance employee
As a result of this activity, the
entire work order will be unallocated. The work order allocation will be removed
and the
employee signature will be removed from the
Executed by
along with the Fixed Executed by flag.
If there are operations present on the work
order they will also be unallocated.
Reallocating one or several work order operations to be
executed by one or several maintenance employees
As a result of this activity, one or several multi-line
level allocations with an Allocation From and Allocation To will
be created against the selected employee/employees and the selected operation.
Clearing one or several allocations for work order operations to be
executed by one or several maintenance employees
As a result of this activity, any allocations against the selected operation
will be cleared.
Reallocating a work order or a work order operation to
be executed using one or several tools and facilities required
As a result of this activity, one or several allocations with Allocation From and
Allocation To will be created against the selected tool & facility ID and the
selected work order/operation.
Clearing one or several allocations for a work order or a
work order operation to
be executed using one or several tool & facilities required
As a result of this activity, any allocations against the selected tools and
facility row will be cleared.
Allocate Resource Resource Monitoring Gantt
Allocate Resource Resource Allocation Search Legend Resource Monitoring Gantt Resource Monitoring Search Legend
Follow this procedure to reallocate a work order or a route work order to a maintenance employee in Allocate Resource:
The work order will be set to Operations follow Work Order
Status. Furthermore the allocated employee will be set in Executed by, the
Fixed
Executed by flag will be "checked”
and the Start time of the allocation start will be inserted into the Fixed Start
Date. A work order level allocation
will be created using a default operation with the
operation no "0" and also an allocation with Allocation From and Allocation To will be created against the
selected employee and the selected work order. If there are operations present on the
work
order these will also be allocated to the executed by on the work order. These
allocations will however not receive any any Allocation From and Allocation To
or any Allocated Hours since all the allocated hours will be allocated for the default
work order operation no "0".
Follow this procedure to reallocate a work order or a
route work order to a maintenance employee
in Resource Monitoring Gantt:
Please note that in opposite to the Allocate Resource dialogue
the Resource Monitoring Gantt allows the user to do a quick
re-allocation which ignores all demands and restrictions of the work order.
If the user wants to reallocate the work Order to an employee that has the
necessary maintenance organization, team, craft, license, competency
requirements at time that complies with the work order date constraints (Request
Start, Late Start, Requested Finish and Fixed Start) the user can instead of
dragging and dropping the allocation select right mouse button option
Allocate Resource on the work order which will bring up the Allocate
Resource dialog.
Follow this procedure to clear an allocation created against a work order or a route work order for a maintenance employee in Allocate Resource:
The allocated employee signature will be removed from Executed by and the
Fixed
Executed by flag will be "unchecked”.
The work order level default operation
with the operation no "0" with its allocation will be cleared.If there are
operations present on the work
order these will also get their allocations cleared.
Follow this procedure to clear an allocation created against a work order or a route work order for a maintenance employee in Resource Monitoring Gantt:
Follow this procedure to reallocate a maintenance employee to a work order operation in Allocate Resource:
One or several multi-line level allocations with an Allocation From and Allocation To, will now be created against the selected employee's and the selected operation's. The previous allocations will be cleared.
Follow this procedure to reallocate a maintenance employee to a work order operation in Resource Monitoring Gantt:
Please note that in opposite to the Allocate Resource dialogue
the Resource Monitoring Gantt allows the user to do a quick
re-allocation which ignores all demands and restrictions of the operation.
If the user wants to reallocate the work order to an employee that has the
necessary craft, license, competency requirements at time that complies with the
work order date constraints (Request Start, Late Start, Requested Finish and
Fixed Start) the user can instead of dragging and dropping the allocation select
right mouse button option Allocate Resource on the work order which will
bring up the Allocate Resource dialog.
Follow this procedure to clear an allocation created for work order operations against one or several maintenance employees in Allocate Resource:
One or several multi-line level allocations will be cleared
Follow this procedure to clear an allocation created against a work order operation for a maintenance employee in Resource Monitoring Gantt:
Follow this procedure to reallocate a tool/facility to a work order or work order operation in Allocate Resource:
A Tool/Facility ID will be set on the tool and facility line along with an Allocation From and Allocation To will be created against the selected line.
Follow this procedure to reallocate a tools/facility allocation to a
tool/facility in Resource
Monitoring Gantt:
Please note that in opposite to the Allocate Resource dialogue
the Resource Monitoring Gantt allows the user to do a quick
re-allocation which ignores all demands and restrictions of the work order.
If the user wants to reallocate tools/facility line to a tool that has the
necessary tool/facility Type, maintenance organization that complies with the
work order date constraints (Request Start, Late Start, Requested Finish and
Fixed Start) the user can instead of dragging and dropping the allocation select
right mouse button option Allocate Resource on the work order which will
bring up the Allocate Resource dialog.
Follow this procedure to clear an allocation created for a work order or a work order operation against tools & facilities in Allocate Resource:
The Tool/Facility ID will be cleared on the tool and facility selected line.
Follow this procedure to clear an allocation created for a work order or a work order operation against tools & facilities in Resource Monitoring Gantt:
Once a planner/dispatcher/service manager/ call center user has reallocated a set of allocations he or she or might want to transfer ownership of the affected work order to a different mobile user.
Follow this procedure to reassign an allocated work order to a different mobile user in Resource Monitoring Gantt:
The Planner/dispatcher/service manager/ call center user also sometimes has to manage and/or control the execution of work orders at the same time as monitoring resources. For this purpose it is also possible for the user to promote and demote work orders in Resource Monitoring Gantt.
Follow this procedure to change the status of an allocated work order in Resource Monitoring Gantt: