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Work Orders
Work Orders are the backbone of the
SMMS system: they provide the vehicle for work scheduled, performed, recorded
and reported.
Work orders are created through a variety of means. Preventive maintenance
orders are created automatically through the scheduling function. Emergency,
corrective and non-scheduled maintenance orders are entered manually as
required; then printed immediately from the work order maintenance screen.
You can also create a work order based on a "work request" received from
another department.
Work Orders drive almost every transaction in the SMMS system, so we’ve
concentrated on issues such as ease of use, rapid system navigation and
quality system auditability as the major goals of our work order system.
This screen - view
screenshot - illustrates the work order list from the main SMMS
screen. When you select a work order from the list, and press the right
mouse button, a pop-up menu displays all of the options available for work
order management. The pop-up menu appearance differs based on user security
authorizations; the window shown in Figure 1 reflects a fully authorized
user.
Sorting the Work Order List
The Work Order list can be
sorted by all of the major work order categories, including Work Order number,
Equipment, Procedure, Project, Schedule date, Cost Center and Assigned to
employee. You can also filter the list by Maintenance Type, Skill and Plant
Shutdown code.
Sort and filtering defaults for all of the SMMS system are defined for each
user in the user security file, and can be changed by the user while the
program is running. You can also change the sort and filter settings while
the program is running without affecting your default settings.
By selecting a tool bar icon, or one of the pop-up menu options, you are
transferred to the work order maintenance screen for the function and work
order you selected!
This screen - view
screenshot - shows the maintenance screen for a selected work
order. The screen is presented in “notebook style” with nine notebook pages
representing each of the major work order management functions: general
information, scheduling, completion, parts required & used, labor, tasks,
notes, safety & HAZMAT plan, and lost time codes.
Reserving & Issuing Inventory Parts
You can add parts required
and parts used for a work order by scanning the part number with a bar code
scanner, selecting it from a popup selection list, or typing the part number
in directly. “Lookup” screens - view
screenshot - are available for Parts and Locations.
Required parts can be linked to a specific Task Id, which are independently
schedulable.
If you’re using the actual (or “replacement”) costing method, you can enter
the part cost directly on the work order screen as the parts are used.
Work Order Tasks
This screen - view
screenshot - shows a sample work order task list.
Procedure tasks are sequentially numbered and each task can be independently
scheduled. Each task can be up to 99 lines in length, and tasks can be modified,
deleted or added as necessary. The work order task list becomes a permanent
part of your work order and equipment maintenance history.
The ability to independently schedule tasks allows you to link purchase
order requirement dates, fine-tune your labor schedule, and tie-in sub-contract
work orders to contract maintenance.
Work order procedures that have “vendor outsource requirements” can automatically
create a requisition or purchase order for the outside service, based on
the contract list number defined on the procedure. The requisition number
also becomes a permanent part of the work order task record, along with
the task list it represents.
Labor Reporting
Labor reporting records hours
worked by craft and task id, and tracks the employee - view
screenshot - reporting the labor. On large, time-consuming multi-craft
orders, this approach to labor reporting lets you tie specific labor hours
in to specific work order tasks, while preserving the speed and simplicity
of reporting for routine jobs.
Labor rates are displayed on this screen if the user has authority to rates
and costs in user security; otherwise, the rates section of this screen
is hidden.
Double-click on any date field to display a calendar screen from which you
can select a date.
Changing Work Order Equipment & Procedures
SMMS allows you to change the
Equipment and Procedure codes on an open work order, after the order has
been created and even printed!
The purpose of this feature is twofold:
(1) It allows you to create investigative work orders against work
requests, when the correct Equipment Id or Procedure may not be known from
the start. view
screenshot
(2) It allows you to create “generic” work orders in advance of need.
For example, night shift, weekend, and other emergency situations where
a person may not be readily available to enter a work order in to the system.
view screenshot
In both cases, you can change the procedure and equipment codes after the
work has been performed – while still maintaining data integrity and work
order reporting standards.
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