Configure master data for Maintenance Manager

How to… Configure master data for Maintenance Manager 

1.   Add Work Order Importances using Maintenance Manager - Work Order Configuration - Work Importances.

2.   Add Work Order Statuses using Maintenance Manager - Work Order Configuration - Work Order Statuses.

3.   Set System options for Work Planning and Control on the System Options - Work Orders, Proposed Work, and Work Feedback tabs using Shared Configuration - System Options.

4.   Add Classifications for work orders, and their allowed values using Shared Configuration - Classifications.

5.   Add Classifications for tasks, and their allowed values using Shared Configuration - Classifications.

6.   Add Units of Measurement using Shared Configuration - Units.

7.   Add Staff Members for WPC using Shared Configuration - Staff Members.

8.   Add User information on the User - UI Settings, Work, Work Costing, and Tasks tabs.

9.   Add Commodities using Material Manager - Material Configuration - Commodities.

10. Add Material Master items using Material Manager - Material Configuration - Material Master.

On Key master data

Add these Maintenance Manager mandatory data items for the business processes identified in this table.
(Legend: l = Initial configuration; ¢ = Additional configuration).

Data Item

ACCF

ARA

WPC

WHS

PM

AIV

Fields

System Options - Work Orders tab

 

 

l

 

 

 

Code length

Scheduled WO prefix

Unscheduled WO prefix

Maximum item code length

Maximum item description length

Unscheduled WO Status

System Options - Proposed Work Orders tab

 

 

l

 

 

 

Days to schedule in advance

Default Task Grouping Start Date

Use Grouping Intervals

Proposed Work Order Status

System Options - Work Feedback tab

 

 

l

 

 

 

Type of Work

Settings for Work Order Feedback

Settings for Follow Up Work Orders

Classifications for Work Orders and Tasks

 

 

l

¢

 

 

Description

Work Importances

 

 

l

 

 

 

Code

Description

Site

Weight

Work Order Statuses

 

 

l

 

 

 

Code

Description

Site

Units of Measurement

 

 

l

 

 

 

Code

Description

Site

Staff Member - Maintenance Manager tab

 

 

l

 

¢

 

Section

Trade

Cost Element

Normal Time

Overtime Rates (3)

User - UI Settings tab

 

 

l

 

 

 

Mandatory Field Colour: Background

User - Work tab

 

 

l

 

 

 

Type of Work

Type of Work for CM

Work Order Importance

Responsible Trade

Responsible Section

Responsible Staff Member

Work Order Classifications

User - Work Costing tab

 

 

l

 

 

 

Maximum Requisition Amount

Cost Elements for Labour Used, Stock Items, Contractors, Direct Purchases, Travel, Ad Hoc

User - Tasks tab

 

 

l

 

 

 

Type of Work

Task Importance

Responsible Trade

Responsible Section

Responsible Staff Member

Task Classifications 1- 8

User - Rights

 

 

¢

 

 

 

 

Commodities

 

 

l

 

 

 

Code

Description

Site

Attributes

Material Master Item

 

 

l

 

 

 

Code

Description

Site

Commodity

Item Size

Reorder Level

Maximum Quantity

Lead Time Days

Requests

 

 

l

 

 

 

Site

Request

Requested By

Requested On

Work Orders

 

 

l

 

 

 

Asset

Work Required

Requester

Required By

Received On

Type of Work

Start on

Complete by

Section

Trade

Staff Member

General Ledger

Cost Centre

Work Order - Tasks

 

 

l

 

 

 

 

Work Order - Downtimes

 

 

l