Defining parameters for work order daily scheduling - HxGN EAM - 12.0.1 - Help - Hexagon

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HxGN EAM Version
12.0.1

Create and update selection parameters for scheduling daily work orders on the WO Daily Scheduling page.

On the Parameters page, define the selection criteria for locating work orders, activities, employees, and equipment to display on the Equipment, WO Activity, and Employee Preview tabs.

To define parameters for work order daily scheduling:

  1. Select Work > WO Planning > WO Daily Scheduling.

  2. Select the saved selection parameters if applicable.

  3. Specify this information to define work order selection parameters:

    Session ID - Enter the ID for the session.

    Enter Session ID if you are working on an existing session. If you are creating a new session, the system automatically populates Session ID after you click Create/Refresh Previews.

    Work Order Org. - Specify the work order organization.

    Work Order - Specify the work order.

    WO Department - Specify the department of the work order.

    WO PM Schedule - Specify the PM schedule for the work order.

    WO Project - Specify the project of the work order.

    WO Project Budget - Specify the project budget of the work order.

    WO Equipment - Specify the equipment of the work order.

    WO Equipment Org. - Specify the equipment organization of the work order.

    WO Location - Specify the location of the work order.

    WO Location Org. - Specify the location organization of the work order.

    WO Type - Specify the work order type.

    WO Priority - Specify the work order priority.

    WO Status - Specify the status of the work order.

    WO Reported By - Specify the employee requesting the work.

    WO Assigned To - Specify the employee responsible for the work order.

    WO Assigned By - Specify the supervisor who assigned the work order.

    WO Class - Specify the class of the work order.

    WO Class Org. - Specify the class organization of the work order.

    WO Criticality - Specify the criticality code to indicate the relevant importance of the work order to the overall production of goods or services for your organization.

    WO Shift - Specify the shift during which the work is requested to be performed.

    WO Maintenance Pattern - Specify the maintenance pattern to which the work order belongs.

    WO MP Org. - Specify the maintenance pattern organization to which the work order belongs.

    Sequence - Specify the sequence for which the work order will be performed on the maintenance pattern.

    Campaign - Specify the campaign to which the work order belongs.

    Campaign Event - Specify the campaign event to which the work order belongs.

    Maximum Calculated Priority - Specify the maximum calculated priority of the work order. Work orders with a value equal or less than the value entered here will be selected.

  4. Specify this information to define equipment selection parameters:

    Equipment - Specify the equipment to use for daily work order scheduling.

    Equipment Org. - Specify the organization of the equipment.

    Equipment Type - Specify the type of equipment.

    Equipment Status - Specify the status of the equipment.

    Equipment Class - Specify the class of the equipment.

    Equipment Class Org. - Specify the class organization of the equipment.

    Equipment Category - Specify the category of the equipment.

    Equipment Cost Code - Specify the cost code of the equipment.

    Equipment Department - Specify the department of the equipment.

    Equipment Parent Equipment - Specify the parent equipment of the equipment. Select more than one parent equipment if applicable.

    Equipment Parent Equipment Org. - Specify the parent equipment organization of the equipment.

    Equipment Location - Specify the location of the equipment.

    Equipment Location Org. - Specify the location organization of the equipment.

    Operational Status - Specify the operational status of the equipment to indicate if the equipment is in working order, ready for use, and available for scheduling.

    Consist - Specify the consist to which the equipment belongs.

    Skip Equipment Selection Process - Select this check box to skip the process of previewing and selecting equipment. If this check box is selected, the system will not populate the Equipment tab.

  5. Specify this information to define work order activity selection parameters:

    Trade - Specify the activity trade.

    Activity Task Plan - Specify the activity task plan.

    Beginning Activity Start Date - Specify the beginning start date for the activity.

    Ending Activity Start Date - Specify the ending start date for the activity.

    Allow Activities on Different Sessions - Select this check box to allow the activity to be selected on more than one scheduling session.

  6. Specify this information to define employee selection parameters:

    Employee Department - Specify the department of the employee.

    Employee Class - Specify the class of the employee.

    Employee Class Org. - Specify the class organization for the employee.

    Employee Trade - Specify the employee's trade or craft.

    Shift - Specify the shift on which the employee works.

    Crew - Specify the crew of the employee.

    Crew Org. - Specify the crew organization of the employee.

  7. Specify this information to define a date range for the scheduled work order:

    Start Date - Specify the start date for the scheduled work order.

    End Date - Specify the end date for the scheduled work order.

  8. Specify this information to define the scheduling options for the work order:

    Threshold Percent Between Lightly/Moderately Scheduled - Specify the percentage of daily employee available hours to designate the point at which the calendar switches between lightly scheduled and moderately scheduled.

    Unscheduled (% Scheduled=0) Color - Specify the color to designate the unscheduled days on the calendar view.

    Lightly Scheduled (% Scheduled < Threshold) Color - Specify the color to designate the lightly scheduled days on the calendar view.

    Moderately Scheduled (% Scheduled >= Threshold) Color - Specify the color to designate the moderately scheduled days on the calendar view.

    Fully Scheduled (% Scheduled = 100) Color - Specify the color to designate the fully scheduled days on the calendar view.

    Over Scheduled (% Scheduled > 100) Color - Specify the color to designate the over scheduled days on the calendar view.

    Generate Availability Through - Specify the date through which to generate scheduling availability.

    Exclude Duration from Scheduled Hours Calculation - Select the check box to exclude the duration time from the calculations of the scheduled hours.

    Exclude People Required from Scheduled Hours Calculation - Exclude the number of people required from the calculations of hours scheduled.

    Shift Scheduling - Select this check box to schedule labor for one shift. If selected the session becomes a shift scheduling session and you can still add or remove equipment, work orders, and employees to or from the session.

    Shift Start - Specify the date and time the shift should start.

    Shift Duration - Specify the duration of the shift in hours.

  9. Click Create/Refresh Previews.

    The system automatically populates Session ID for new sessions.