Connect Operations to Separate PM Action

Explanation

Use this activity to plan operation lines, i.e., to plan crafts and man hours for a Separate PM action, e.g., a mechanic to perform the action, and how many hours it will take. An operation can be performed by a single employee or many employees. Furthermore, you can specify a particular team that should be in charge of the operation. When a team is defined, you can only specify employees that belong to the particular team.

Prerequisites

• Maintenance organizations, employees and maintenance teams must be defined in the Organization Basic Data window.
• Crafts should be entered and connected to sales parts (applicable only to IFS/Service Management) in the Organization Basic Data window.
• Jobs must have been defined on the Jobs tab prior to connecting the operation to the PM action if the operation is to be connected to a job. 

System Effects

As a result of this activity, an operation line will be connected to the PM action.

Window

Separate PM Action

Related Window Descriptions

Separate PM Action 
Separate PM Action/Operations

Procedure

1. Open the Separate PM Action window, and query for an existing PM action.
2. Click the Operations tab.
3. Create a new record (F5).
4. Enter a value in the Operation No field.
5. Enter the maintenance organization that is in-charge of the operation, and the craft required for the operation in the Maint. Org. field and the Craft field respectively. Use the List of Values to select a suitable value.
6. Enter the number of men required for the operation in the Planned Men field, and the number of hours required in the Planned Hours field.
7. Specify the site and the ID of the maintenance team in the Team Site and Team ID fields if you want the operation line to be performed by members of a particular maintenance team. Use the List of Values to select a suitable value. 
8. Organize the operation lines according to the jobs if required. Operation lines can be connected to the jobs using one of the following methods:

• Enter a value in the Job ID field of the particular operation line.
• Click the Separate PM Action/Jobs tab. Create a new job or select one from the available list and save. Select the job entry and create a new operation in the lower table. 
• Create an operation first (steps 1-7 and 9-11). Once you have created the operation, click the Separate PM Action/Jobs tab. Create a new job or select one from the available list. Right-click on the lower table and then click Connect Existing Operations. The Connect an Existing Operation dialog box opens. Enter the operation number in the relevant field. Click List to select a suitable value. Click OK.  

9. Enter the sales part site and the sales part number if you want to invoice the price of the operation to a customer (only applicable to IFS/Service Management).
10. Enter information about any special equipment required for the operation in the Equipment Needed field, and any other optional information in the Remark field.
11. Save the information (F12).