Professional Documents
Culture Documents
1. Plant Maintenance
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Q: 7) Do you want information about the reference object displayed
automatically when a notification is created? If yes, what information?
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A: [ ]Yes
[ ]No
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Q: 12) How do you want to configure the interface for your notification
with regard to control data, breakdown data, activity data, and task
data?
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Q: 13) Do you have standard tasks that you always perform for
different types of notifications? If yes, please describe them in detail.
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Q: 14) Do you record the performed activities that solved the customer
problem in a standardized way (for example, using standardized codes)
in order to evaluate possible solutions for a problem?
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Q: 2) If you use notification tasks, give some examples.
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A: [ ]Yes
[ ]No
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A: [ ]Yes
[ ]No
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Q: 1) Describe your specific archiving requirements.
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1.1.2. Order
1.1.2.1. Order Creation/Processing
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Q: 6) Will several technicians work on the same maintenance task?
A: [ ]Yes
[ ]No
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A: [ ]Yes
[ ]No
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A: [ ]Yes
[ ]No
Q: 13) If yes, which of the following types of task lists do you require?
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Q: 14) Do you assign materials (spare parts) to work orders during the
planning phase?
A: [ ]Yes
[ ]No
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A: [ ]Yes
[ ]No
Q: 20) How do you want to plan special tools, documents and so on,
which are required to execute maintenance activities?
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Q: 21) Do you use work order permits, for example, to manage working
conditions or safety matters?
A: [ ]Yes
[ ]No
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Q: 24) At which level do you plan work (for example, for a shift, crew,
skill, qualification, or an individual person and so on)?
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Q: 26) Should the capacity load, which was formed for all the capacity
types of the PP work centers, be reduced for the duration of a
maintenance task planned in a work order?
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Q: 27) Do you want to use paging in your company as an additional
form of communication?
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1.1.2.2. Material Planning
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A: [ ]Yes
[ ]No
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Q: 5) Do you want to create purchase requisitions directly from the
maintenance order during the planning phase?
A: [ ]Yes
[ ]No
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Q: 2) Do you need to restrict the release until a process is completed or
authorization obtained? If yes, describe the process.
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Q: 4) Which employee is responsible for which types of approvals?
Describe the applications.
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Q: 1) Identify the internal papers that you require for the different
people and order types involved (for example, job ticket for employee,
picking list).
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Q: 1) Is it necessary to determine if a person is available to do a task?
(If yes, consider using employee shift scheduling.)
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Q: 3) Do you do short term capacity planning? (If yes, ensure the time
horizon for the capacity evaluation reflects the appropriate time period.
If no, ensure the time horizon for the capacity evaluation reflects the
appropriate time period.)
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1.1.3.2. Capacity Dispatching and Leveling
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Q: 1) Do you process the overload on capacities/wk centers? (If yes,
you could use the capacity leveling functions- dispatching and
deallocating).
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A: [ ]Yes
[ ]No
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1.1.4. Modification of Technical Systems
1.1.4.1. Installation, Dismantling and Modification of
Equipment
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Q: 1) Who posts the goods issue?
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Q: 4) How will the consumption of these parts be recorded and who will
post their withdrawal in the system?
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Q: 7) How much time elapses between the actual goods issue and its
posting in the system?
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Q: 10) Is stock posted to the receiving site? If so, which type of stock
(stock in transit, available stock, etc.)?
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Q: 5) Do you also want to confirm used material at the same time as the
time confirmation?
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Q: 7) Do you also want to enter measurement readings with the
completion confirmation?
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A: [ ]Yes
[ ]No
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Q: 11) How many times per day do your employees enter their working
time?
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Q: 12) Will you use a Plant Data Collection (PDC) system for your
completion confirmations?
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1.1.6.1. Individual Time Confirmation
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1.1.6.2. Overall Completion Confirmation
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A: [ ]Yes
[ ]No
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Q: 4) Does everyone who records working time have a personal
number in HR? (If not, CATS is not supported.)
Explanation: You require at least one HR mini master record before you
can use CATS.
A: [ ]Yes
[ ]No
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Q: 10) In which system do you want to run payroll?
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Q: 11) Are there special conditions for labor costs when employees
work in different countries or for different profit centers (for example, if
an employee from the UK works on a project in Germany)?
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Q: 13) How do your employees enter trip costs? Are the trips linked to
the recording of working time? Describe in detail.
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Q: 16) What are the various cost collectors, to which employees will
charge time (for example, cost centers, projects, internal orders)?
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Q: 18) Are these external services settled to a cost center or directly to
the project?
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Q: 22) Which financial entries do you currently make for your labor
distribution?
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A: [ ]Yes
[ ]No
Q: 2) How often does this transfer take place (daily, weekly and so on)?
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Q: 4) Do you have to see the employee name in the documents for the
receiving component?
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A: [ ]Yes
[ ]No
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Q: 2) How do you proceed if a measurement reading lies outside of a
pre-defined measurement range?
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Q: 4) Do you intend to set up a profit center analysis within your
company?
A: [ ]Yes
[ ]No
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Q: 2) How long do you want to retain orders in the system before they
are archived?
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A: [ ]Yes
[ ]No
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Explanation: For each report, specify the receiver of the report, the
reporting frequency and content of the report. The content should
describe the key figures of the report and state the different levels, at
which these key figures are aggregated.
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A: [ ]Yes
[ ]No
1.2.2. Notification
1.2.2.1. Notification Creation/Processing
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Q: 3) How do you prioritize identified work?
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A: [ ]Yes
[ ]No
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Q: 12) How do you want to configure the interface for your notification
with regard to control data, breakdown data, activity data, and task
data?
A:
Q: 13) Do you have standard tasks that you always perform for
different types of notifications? If yes, please describe them in detail.
A:
Q: 14) Do you record the performed activities that solved the customer
problem in a standardized way (for example, using standardized codes)
in order to evaluate possible solutions for a problem?
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Questions:
A: [ ]Yes
[ ]No
1.2.3. Order
1.2.3.1. Order Creation/Processing
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A: [ ]Yes
[ ]No
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A: [ ]Yes
[ ]No
A: [ ]Yes
[ ]No
Q: 13) If yes, which of the following types of task lists do you require?
A:
Q: 14) Do you assign materials (spare parts) to work orders during the
planning phase?
A: [ ]Yes
[ ]No
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Q: 20) How do you want to plan special tools, documents and so on,
which are required to execute maintenance activities?
A:
Q: 21) Do you use work order permits, for example, to manage working
conditions or safety matters?
A: [ ]Yes
[ ]No
A:
A:
Q: 24) At which level do you plan work (for example, for a shift, crew,
skill, qualification, or an individual person and so on)?
A:
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Q: 26) Should the capacity load, which was formed for all the capacity
types of the PP work centers, be reduced for the duration of a
maintenance task planned in a work order?
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A:
A:
1.2.3.2. Material Planning
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A: [ ]Yes
[ ]No
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Q: 4) How do you want to plan materials that must be purchased during
the planning phase?
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A: [ ]Yes
[ ]No
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Q: 1) Who in your organization is allowed to release maintenance
orders (for example, maintenance planner, dispatcher)?
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Questions:
Q: 1) Identify the internal papers that you require for the different
people and order types involved (for example, job ticket for employee,
picking list).
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1.2.4. Capacity Planning
1.2.4.1. Capacity Evaluation
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Q: 3) Do you do short term capacity planning? (If yes, ensure the time
horizon for the capacity evaluation reflects the appropriate time period.
If no, ensure the time horizon for the capacity evaluation reflects the
appropriate time period.)
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A: [ ]Yes
[ ]No
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1.2.5. Modification of Technical Systems
1.2.5.1. Installation, Dismantling and Modification of
Equipment
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1.2.6. Material Movements
1.2.6.1. Goods Issue Processing
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Q: 4) How will the consumption of these parts be recorded and who will
post their withdrawal in the system?
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Q: 7) How much time elapses between the actual goods issue and its
posting in the system?
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Q: 8) Is the posting made online or in batch mode?
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Q: 10) Is stock posted to the receiving site? If so, which type of stock
(stock in transit, available stock, etc.)?
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Q: 5) Do you also want to confirm used material at the same time as the
time confirmation?
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A: [ ]Yes
[ ]No
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Q: 11) How many times per day do your employees enter their working
time?
Q: 12) Will you use a Plant Data Collection (PDC) system for your
completion confirmations?
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1.2.7.1. Individual Time Confirmation
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Q: 4) In what unit and with what accuracy do you want to enter
services?
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A: [ ]Yes
[ ]No
Explanation: You require at least one HR mini master record before you
can use CATS.
A: [ ]Yes
[ ]No
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Q: 11) Are there special conditions for labor costs when employees
work in different countries or for different profit centers (for example, if
an employee from the UK works on a project in Germany)?
A:
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Q: 13) How do your employees enter trip costs? Are the trips linked to
the recording of working time? Describe in detail.
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Q: 16) What are the various cost collectors, to which employees will
charge time (for example, cost centers, projects, internal orders)?
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Q: 17) Do sub-contractors and other third party labor sources have to
enter work using timesheets?
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Q: 22) Which financial entries do you currently make for your labor
distribution?
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Q: 1) What is your current timesheet approval strategy for employees
and external services?
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A: [ ]Yes
[ ]No
Q: 2) How often does this transfer take place (daily, weekly and so on)?
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Q: 3) Which time sheet-based reports do you require (for example,
employee utilization, employee hours by cost center)?
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Q: 4) Do you have to see the employee name in the documents for the
receiving component?
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1.2.7.7. Service Entry Sheet
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1.2.8.2. Order Settlement
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A: [ ]Yes
[ ]No
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Order
Questions:
Q: 1) Note: For information about the maintenance plan, see documentation on master
data.
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Questions:
Q: 1) Do you schedule your maintenance plans manually, or should the system perform the
scheduling automatically?
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A:
A: [ ]Yes
[ ]No
Questions:
Q: 1) How is a customer call processed in your company? Please describe in detail the
different process steps.
Explanation: For example, the service request is first created in the system by the hotline,
which enters a description of the problem and then forwards the service request to to a
specialist in that area.
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Q: 3) What information do you require to process the call further (for example, service
contract number, service history of equipment)?
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Q: 4) Do you have customers located outside the time zone of your service center?
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Q: 5) Do you want to be able to process related notification and order data collectively in a
single form?
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Q: 6) Do you want information about the reference object displayed automatically when a
notification is created? If yes, what information?
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Q: 7) How do you identify the technical objects, for which the customer requires the service
(for example, serial number, address)?
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Q: 9) Select the business partners (internal and/or external) whose address information you
will require to create the notification. Add other business partners to the list, if necessary.
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Q: 10) How do you describe a customer problem? Do you enter a verbal problem
description or do you use standardized codes, for example, to determine the damage, cause
of damage, or object parts?
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Q: 11) Do you want to link digitalized documents to notifications?
A: [ ]Yes
[ ]No
Q: 12) Do you allow your customers to enter their service requests directly in your system
using the Internet?
A: [ ]Yes
[ ]No
Q: 13) How do you want to configure the interface for your notification with regard to control
data, breakdown data, activity data, and task data?
A:
Q: 14) Do you have standard tasks that you always perform for different types of customer
calls? If yes, describe them in detail.
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Q: 15) Are you restricted to a certain period of time, in which these tasks should be
executed?
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Q: 16) Do the service contracts that you have with your customers include agreements on
specific tasks with defined response time that you have to adhere to? If yes, describe them.
A:
A: [ ]Yes
[ ]No
Q: 18) Should the person responsible for a task be informed automatically by the system?
A: [ ]Yes
[ ]No
Q: 19) Do you want to set up an escalation workflow for notifications and tasks?
A:
Q: 20) Do you record the performed activities that solved the customer problem in a
standardized way (that is, using standardized codes) in order to evaluate possible solutions
for a problem?
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Questions:
A: [ ]Yes
[ ]No
Questions:
Q: 1) Do you record technical information (for example, which part of the equipment was
broken, damage, cause of damage) about a customer problem in order to create a service
history or to enable further evaluations?
A: [ ]Yes
[ ]No
A:
Explanation: In the notification, the completion confirmation, or when the order is technically
completed?
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Q: 4) Do you want to have a coding system, which allows standardized entry of technical
information? If yes, list the different categories (for example, damage), for which you want to
have codes.
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1.3.2.4. Debit Memo Request Processing
Questions:
Q: 1) Do your debit and credit notes (memos) need to go through an approval process? If
so, describe it.
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Q: 2) Are credit/debit notes linked to previous documents (for example, orders, invoices)?
A: [ ]Yes
[ ]No
A:
1.3.2.5. Notification Archiving
Questions:
A:
Q: 2) Do you want to archive notifications? If so, provide a copy of your document archiving
policy. If this is not available, please describe specific archiving requirements.
A:
Questions:
Q: 1) What different types of service do you provide (for example, preventive maintenance,
repair, installation)? List the service types and outline the differences in planning and
execution.
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Q: 2) Do you want to be able to process related notification and order data collectively in a
single form?
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Q: 3) Mark in the following list whether services are performed by internal service
technicians and/or sub-contractors.
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Q: 4) When do you plan your service order; what information do you require from the
system with regard to labor resources (for example, availability of service technician, number
of people, duration of work)?
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Q: 5) How do you proceed with an external assignment with the sub-contractor? Choose
one or more of the following options.
A:
A: [ ]Yes
[ ]No
Q: 7) Do you ever have more than one service technician working on the same service?
A: [ ]Yes
[ ]No
A:
Q: 9) Do you want to configure a special search help for partners in your order?
Explanation: For example, a search help for particular people (with particular qualifications),
which are assigned to a particular work center. For the partner function of type "Person", it is
possible to set an indicator for a special search help for partners.
A:
Q: 10) For which operation types do you want to represent the operation description using
service specifications?
A:
Q: 11) Do you provide the service technicians who perform a service with a list of individual
activities (task list)?
A:
A: [ ]Yes
[ ]No
Q: 13) If yes, which of the following types of task lists do you require?
A:
Q: 14) How do you manage the spare parts required for the service? For example, who
plans the required parts, how will the spare parts arrive at the customer?. Describe the
process in detail.
A:
Q: 15) Which rules do you use to determine material availability (for example, daily
requirements, individual requirements)?
A:
Q: 16) How do you want to plan materials that must be purchased during the planning
phase?
A:
Q: 17) Do you want to generate purchase requisitions and reservations when the order is
created?
Explanation: You can configure whether reservations and purchase requisitions are
generated when the order is created or only when the order is released.
A:
Q: 18) Do you want to create purchase requisitions directly from the maintenance order
during the planning phase?
A: [ ]Yes
[ ]No
A:
Q: 20) Do you consider permits in connection with orders, for example, with regard to
working conditions or safety aspects? If yes, describe your permit procedures.
A:
A:
Q: 22) At which level do you schedule work (for example, for a shift, crew, skill, qualification,
or an individual person and so on)?
A:
Q: 23) How exact is your scheduling (for example, usage backlog, capacity evaluation,
capacity scheduling)?
A:
A:
A: [ ]Yes
[ ]No
Q: 26) Do you want to use the service order as the basis for creating quotations for your
customers?
A:
Questions:
Q: 1) Do you assign materials (spare parts) to work orders during the planning phase?
A: [ ]Yes
[ ]No
A:
Q: 3) Which rules do you use to determine material availability (for example, daily
requirements, individual requirements)?
A:
Q: 4) How do you want to plan materials that must be purchased during the planning
phase?
A:
Q: 5) Do you want to create purchase requisitions directly from the maintenance order
during the planning phase?
A: [ ]Yes
[ ]No
A:
Questions:
Q: 1) Do you consider permits in connection with orders, for example, with regard to
working conditions or safety aspects? If yes, describe your permit procedures.
A:
A:
Questions:
A:
Questions:
Q: 1) Identify the internal papers that you require for the different people and order types
involved (for example, job ticket for employee, picking list).
A:
A:
Q: 4) Do you send certain external documents to the customer (for example, an order
confirmation)?
A:
Questions:
Q: 1) Note: This process is only for service activities performed manually on technical
systems by the technician.
A:
Explanation: Rough decription of process flow, the way in which the employee executing the
task obtains the necessary materials.
A:
A:
Questions:
A:
Q: 2) Do you want to change capacity/work centers for periods with overload? (If yes,
consider changing the work center/assignment/activity dates manually from the evaluation
reports.)
A:
Q: 3) Do you do short term capacity planning? (If yes, ensure the time horizon for the
capacity evaluation reflects the appropriate time period. If no, ensure the time horizon for the
capacity evaluation reflects the appropriate time period.)
A:
A:
Q: 5) Are resources to be shared across departments (for example plant maintenance and
projects)?
Explanation: If yes, consider how you want to define the priorities between the departments
and make sure that you can use different order types at the work center.
A:
A:
1.3.4.2. Capacity Dispatching and Leveling
Questions:
Q: 1) Do you process the overload on capacities/wk centers? (If yes, you could use the
capacity leveling functions- dispatching and deallocating).
A:
Q: 2) Do you prefer to use a graphical planning tool for capacity leveling? (If yes, use the
graphical capacity planning tool If no, consider using the tabular capacity planning tool.)
A:
A: [ ]Yes
[ ]No
Q: 4) When you split order operations, do you want the system to create capacity loads
automatically for individual people?
Explanation: See the release note for 4.6C: "Automatic Creation of Employee Requirements
Records (Splits)".
A:
A:
A:
1.3.5. Goods Movements
1.3.5.1. Goods Issue Processing
Questions:
A:
Q: 2) Who approves the goods issue? (You could use workflow to handle this process.)
A:
A:
Q: 4) Does delivery coincide with goods issue? (If so, consider the implications for the
process of delivery from projects.)
Explanation: It is possible to generate a delivery note without effecting the goods receipt. It is
also possible to combine these functions.
A:
A:
A:
Q: 7) Do service technicians have their own local stock (e.g. in their car) from which they
can take spare parts required for servicing?
A: [ ]Yes
[ ]No
Q: 8) How will the consumption of these parts be recorded and who will post their
withdrawal in the system?
A:
Q: 9) How do you document materials that are ordered for specific work orders?
A:
Q: 10) How do you wish to document which materials were received specifically for a work
order?
A:
Q: 11) Do service engineers have their own local stock (for example, in their car) from which
they take spare parts required for servicing?
A: [ ]Yes
[ ]No
Q: 12) How much time elapses between the actual goods issue and its posting in the
system?
A:
A:
Q: 14) Are deliveries posted individually or for each group of goods issues?
A:
Q: 15) Is stock posted to the receiving site? If so, which type of stock (stock in transit,
available stock, etc.)?
A:
Q: 16) Which documents are generated in conjunction with this posting and what
information do they contain?
Explanation: 1-step goods issue in which the GR at the receiving site is posted
simultaneously to the GI at the DC. simultaneously to the GI at the DC.