Planning and scheduling work

Tactical work planning

Planners use the Proposed Work Orders function to generate a list of Proposed Work Orders for a specified maintenance period and to optimise the plans:

Long term planning (three months to one year)
Short term scheduling (one week or one month).

Scheduling

Work scheduling covers:

Creating scheduled Work Orders for selected Proposed Work Orders, and
Allocating resources and materials to all Work Orders.

Long Term Planning

For long term planning create a Maintenance Plan for a year or 6 months.

Make sure that all Tasks have been specified for all Assets.
Generate a list of Proposed Work Orders to see when the Tasks will fall due.
Change the Last Scheduled Date for Tasks on the same Asset to align the Tasks.
Specify different Last Scheduled Dates for Tasks on different Assets to balance the workload over the specified time period.
Print a Maintenance Plan for the specified time period.

Short Term Scheduling

Once a week, for example every Monday:

Generate the Proposed Work Orders for Scheduled Tasks to identify the Tasks that are due in this time period, which could include yearly or 6-monthly Tasks.
Align the Tasks and balance the workload for this time period based on the current information about resources, labour, production schedules and ad hoc work that has been done already.
Create Work Orders for the Tasks that are due in this time period.
Assign Work Orders to specific Sections and Staff Members.

Once a month

Review the Maintenance Plan.
Generate the Proposed Work Orders for the rest of the year (or 6 months).
Adjust the Tasks as necessary.

Proposed Work Orders

A Planner generates the list of Proposed Work Orders and creates Work Orders for the Sites for which he/she is responsible.

The filter, split and combination options specified on the Generate Proposed Work Orders Filter window and the scheduling method specified for Asset Tasks determine:

Which Asset Tasks are due to be done within the specified number of days, and
How many times the Asset Task is required within the time period.

A Proposed Work Order is generated for:

Each Asset with Tasks that match the filter, split and combination options.
An Asset with a specific Task Roll Up Point. The Proposed Work Order includes all Tasks that are linked to the specified Task Roll Up Point and meet the filter, split and combination options.
An Asset with Tasks for a specific Event.