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PM Wo 300 v1-2 PDF
PM Wo 300 v1-2 PDF
Processing
PM_WO_300
Course Content
Prerequisites
PM UK_100 IRIS/SAP Awareness & Navigation
PM_200 Plant Maintenance Overview
Roles
All Plant Maintenance managers, supervisors, and
workers who will process work orders will take this class
Each PM class taken will allow different access roles for
different users, based on each users job and the IRIS
functionality needed to perform that job
Work Planning
Overview
Work Order Processing - PM_WO_300 (v1.2) 5
Preventive Maintenance
Procedures Record What was Done
History/Analysis
Schedules
Technical History Hours Worked
Breakdowns Comments
Costs Codes
Preventive Maintenance
Record What was Done
History/Analysis Task List
Maintenance Plan Order Confirmation
UK Business
Warehouse
Unit 2
Work Orders
Work Order Processing - PM_WO_300 (v1.2) 12
Exercise 1
Display a
Work Order
IW33
Unit 3
Creating a
Work Order
Work Order Processing - PM_WO_300 (v1.2) 20
There
There are
are 33 required
required fields
fields
on
on the
the first
first screen:
screen:
Order
Order Type
Type
Priority
Priority
Functional
Functional Location
Location
or
or Equipment
Equipment
Click
Click on
on the
the Possible
Possible
Entries
Entries icon
icon to
to see
see the
the list
list
of
of Order
Order Types.
Types.
Double-click
Double-click on
on the
the one
one
you
you want
want to
to use.
use.
Type Name
Cash Chargeout Order
CASH
Example: Fraternity Work
Special Event
EVNT
Example: Commencement
Preventive Maintenance
PREV
Example: Oil HVAC regularly
Renovation (Charged Out)
RENV
Example: Install new bathroom
Corrective (Repair)
REPR
Example: Repair hinge on door
Priority
Click
Click on
on the
the drop-down
drop-down iconicon
in
in the Priority field
the Priority field to
to see
see the
the
choices.
choices.
Each
Each priority
priority has
has aa specified
specified time
time
span
span for the work. This
for the work. This time
time span
span is
is
incorporated in the Order.
incorporated in the Order.
Functional Location
If
If you
you do
do not
not know
know the
the
Functional
Functional Location
Location code,
code,
you
you can
can click
click on
on the
the
Possible
Possible Entries
Entries
icon
icon to
to search
search for
for it.
it.
To
To see
see the
the complete
complete
Functional
Functional Location
Location
structure, enter LX first
structure,
and
and then
then click
click the
the
Structure
Structure List
List icon.
icon
icon.
The
The Functional
Functional Location
Location search
search box
box will
will
appear.
appear.
Navigate
Navigate to
to the
the Text
Text (=
(= Description)
Description) tab.
tab.
Functional Location
Enter
Enter your
your search
search text
text in the Description field.
The
The asterisk
asterisk is
is the
the wildcard
wildcard character.
Then
Then press
press the
the Enter
Enter key.
key.
The
The Functional
Functional Location
Location
matches
matches will
will be
be displayed.
displayed.
Double-click
Double-click onon the
the
appropriate
appropriate location
location to
to
populate
populate the
the Functional
Functional
Location
Location field
field on
on the
the Work
Work
Order.
Order. Then
Then press
press enter.
enter.
The
The required
required fields
fields
are
are complete.
complete.
Press
Press Enter
Enter
If
If there
there have
have been
been 3 or more
work
work orders
orders for
for this
this functional
functional
location
location during
during the
the previous
previous 12
12
months,
months, the
the Object
Object Information
Information
box
box appears.
appears.
Press
Press Enter
Enter to
to proceed.
proceed.
The
The work
work order
order will
will appear.
appear.
Enter
Enter aa description
description of
of the
the work.
work.
To
To add
add more
more detail,
detail, click
click
on
on the
the Create
Create Text
Text icon.
icon.
For
For planning
planning purposes
purposes you
you may
may
want
want to
to enter
enter an
an estimate
estimate of
of the
the
labor
labor time
time required.
required.
Click
Click on
on the
the Save
Save icon
icon
to
to save
save the
the order.
order.
The
The Work
Work Order
Order number
number is
is displayed
displayed
in
in the
the lower-left
lower-left corner
corner of
of the
the screen
screen
Only
Only REPR
REPR (Corrective
(Corrective Repair)
Repair) Work
Work Orders
Orders
are
are saved with a notification number.
saved with a notification number.
All
All other
other Work
Work Orders
Orders are
are saved
saved
without
without a notification number.
a notification number.
Exercise 2
Create a
Work Order
IW31
Fields
Fields on
on the
the first
first screen:
screen:
Order
Order Type
Type
Priority
Priority
Notification
Notification
Notification Display
A
A notification
notification is
is typically
typically what,
what,
where
where and
and contact
contact info
info
Click
Click on
on the
the Possible
Possible
Entries
Entries icon
icon to
to see
see the
the list
list
of
of Order
Order Types.
Types.
Double-click
Double-click on
on the
the one
one
you
you want
want to
to use.
use.
Click
Click the
the drop-down
drop-down iconicon in
in
the
the Priority
Priority field
field to
to see
see the
the
choices,
choices, and
and then
then click
click on
on the
the
one
one you
you want.
want.
Type
Type the
the Notification
Notification number
number in
in the
the
Notification
Notification field.
field.
If
If you
you dodo not
not know
know the
the number,
number, click
click
on
on the
the Possible
Possible Entries
Entries icon
icon to
to search
search
for
for it.
it.
Press
Press the
the Enter
Enter key
key or
or
click
click on the Enter icon.
on the Enter icon.
Scroll
Scroll down
down to
to the
the First
First operation
operation section.
section.
Enter
Enter the
the work
work duration
duration in
in the
the Work
Work durtn
durtn
field.
field.
Example:
Example: 2
2 (for
(for 2
2 hours)
hours)
When
When you
you Save
Save the
the Work
Work Order,
Order, all
all Costs
Costs are
are calculated.
calculated.
To
To see
see the
the calculated
calculated cost
cost now
now
Click
Click on
on the
the Determine
Determine Costs
Costs
icon
icon on the Application toolbar.
on the Application toolbar.
This
This system
system message
message will appear in
the
the lower-left
lower-left corner
corner of
of the
the screen.
screen.
Click
Click on
on the
the Costs
Costs tab
tab to
to display
display the
the costs.
costs.
The
The Cost
Cost Overview
Overview will
will be
be displayed.
displayed.
Click
Click the
the Save
Save icon
icon
to
to save
save your
your Work
Work Order.
Order.
The
The system
system will
will assign
assign aa number
number toto the
the
order
order and
and display
display it
it in
in the
the lower-left
lower-left
corner
corner of
of the
the screen.
screen.
Fields
Fields on
on the
the first
first screen:
screen:
Order
Order Type
Type
Priority
Priority
Superior
Superior Order
Order
From
From this
this point
point on
on the
the process
process
is
is the
the same
same asas aa regular
regular work
work
order.
order.
Superior
Superior Order
Order
List
List of
of Subs
Subs
Sub-Order
Sub-Order
Changing
Work Orders
Work Order Processing - PM_WO_300 (v1.2) 55
Type
Type the
the Order
Order number
number in
in the
the
Order
Order field
field and
and press
press Enter.
Enter.
If
If you
you do
do not
not know
know the
the Order
Order
number,
number, click
click on
on the
the Possible
Possible
Entries
Entries icon
icon to
to search
search for
for it.
it.
The
The Work
Work Order
Order is
is displayed.
displayed.
The
The Work
Work Order
Order is
is saved
saved with
with its
its
original
original number,
number, which
number which isis displayed
displayed in
in
the
the lower-left
lower-left corner
corner of
of the
the screen.
screen.
PM Materials
Work Order Processing - PM_WO_300 (v1.2) 61
Future Enhancements
A Bill of Material (BOM) for the building, room, or equipment to be
maintained. The BOM may be used to suggest part numbers.
A Task List - if you include the Task List on an order this will also
include any materials on that Task List.
We
We want
want to
to add
add materials
materials to
to an
an
order. Click on the Components
order. Click on the Components
tab.
tab.
We
We will
will search
search for
for the
the Components
Components
(materials)
(materials) needed by
needed by clicking
clicking on
on the
the
Possible Entries icon in the
Possible Entries icon in the
Component
Component field.
field.
When
When the
the search
search box
box appears
appears choose
choose
the
the Plant
Plant Material
Material by
by Description
Description tab.
tab.
We
We need
need aa hinge,
hinge, so
so we
we will
will search
search for
for
all materials with hinge in the
all materials with hinge in the
description
description by
by using
using the
the wildcard
wildcard
characteri.e. *hinge*
characteri.e. *hinge*
The
The search
search results
results appear.
appear.
Double-click
Double-click on
on the
the desired
desired material
material
to
to populate
populate the
the Component
Component field.
field.
Enter
Enter the
the quantity
quantity required.
required.
The
The unit
unit of
of measure
measure and
and item
item category
category
fields
fields will
will populate
populate automatically.
automatically.
Repeat
Repeat for
for each
each component.
component.
For
For non-
non-stock materials,
non-stock materials, an
materials an automatic
automatic
purchase
purchase requisition
requisition is
is created
created in
in the
the
background.
background.
You
You do
do not
not see
see this
this dialog
dialog box.
box.
The
The Item
Item Category
Category field
field will
will
populate
populate automatically
automatically based
based
on
on the
the component
component specified
specified --
BUT
BUT if
if you
you enter
enter aa text
text note,
note,
you
you must
must select
select T
T for
for Text
Text
item.
item.
Future
Future Enhancement
Enhancement
You
You will
will be
be able
able to
to check
check
materials
materials available using
available using
the
the Material
Material Availability
Availability
icon
icon
Non-file Materials
For
For aa non-
non-file component,
non-file component, enter
component enter aa
description,
description, quantity,
quantity, and
and unit
unit of
of measure.
measure.
Press
Press the
the Enter
Enter key
key to
to proceed.
proceed.
This
This box
box will
will appear,
appear, asking
asking for
for the
the
information
information required
required by
by Purchasing.
Purchasing.
To
To see
see the
the calculated
calculated cost
cost now
now
After
After entering
entering the
the components,
components, click
click
on
on the Determine Costs icon.
the Determine Costs icon.
Note
Note that
that all
all planned
planned costs
costs are
are displayed
displayed on
on
the
the Costs
Costs Overview
Overview tab.
tab.
Services
Services are
are handled
handled the
the same
same way
way as
as aa
non-stock
non-stock material
material purchase.
purchase.
When
When you
you have
have finished
finished adding
adding
Components,
Components, click the
click the Save
Save icon.
icon.
Unit 5 PM Materials
Exercise 3
Add
Components
to a Work Order
IW32
Work Order
List Displays
Work Order Processing - PM_WO_300 (v1.2) 87
To
To display
display specific
specific work orders, you can
set
set criteria
criteria such
such as
as Order
Order number,
number, Type,
Type,
and/or
and/or Functional
Functional Location,
Location, etc.
etc.
To
To search
search on
on any
any field,
field, click
click on
on the
the
Possible
Possible Entries
Entries icon
icon for
for that
that field.
field.
After
After filling
filling in
in the
the criteria,
criteria,
click
click the
the Execute
Execute icon.
icon.
Order
Order information
information is
is displayed.
displayed.
The
The legend is shown here.
legend is shown here.
Exercise 4
Multi-Level
Order List
Display
IW40
To
To display
display certain
certain work
work orders,
orders, you
you
first
first specify
specify your
your criteria,
criteria, such
such as
as
Order
Order Status,
Status, Type,
Type, and
and Functional
Functional
Location.
Location.
Our
Our criteria
criteria will
will display
display aa list
list of
of REPR
REPR
(Repair)
(Repair) Work
Work Orders
Orders that
that are
are
Outstanding
Outstanding (Not
(Not Released)
Released) or or
In
In process
process (Released).
(Released).
Click
Click on
on the
the Execute
Execute icon.
icon.
The
The results
results display
display as
as aa list
list
of
of orders that match the
orders that match the
criteria
criteria specified.
specified.
Click
Click the
the Change
Change
Layout
Layout icon
icon
to
to add
add or
or
remove
remove columns.
columns.
You
You can
can add
add fields
fields and
and rearrange
rearrange the
the
order
order of
of the
the columns.
columns. Click
Click the
the Save
Save
icon
icon to
to save
save the
the layout,
layout, or
or press
press Enter
Enter to
to
simply
simply display
display it
it once.
once.
The
The new
new layout
layout appears.
appears.
Exercise 5
Change Layout
of Order List
Display
IW39
Course Summary