Service Scheduler PDF

Teamcenter 13.
Service Scheduler
PLM00173 - 13.0
Contents
Getting started with Service Scheduler

Getting started with Service Scheduler ─────────────────────── 1-1
Before you begin ────────────────────────────────────── 1-1
Service Scheduler interface ─────────────────────────────── 1-2
Service Scheduler perspective ───────────────────────────────── 1-2
Service Scheduler menus ──────────────────────────────────── 1-3
Service Scheduler buttons and symbols ───────────────────────────1-6
What are perspectives and views? ────────────────────────────── 1-9
Basic concepts for using Service Scheduler ───────────────────── 1-9
Service Scheduler elements ────────────────────────────────── 1-9
Service Scheduler work order states ──────────────────────────── 1-10
Service Scheduler assignment control ─────────────────────────── 1-11
Search for Service Scheduler objects ──────────────────────── 1-12
Service Scheduler process task flow ───────────────────────── 1-12
Installing and configuring Service Scheduler

Install Service Scheduler ───────────────────────────────── 2-1
Configuring Service Scheduler ───────────────────────────── 2-2
Setting Service Scheduler preferences ──────────────────────── 2-3
Setting Service Scheduler conditions ───────────────────────── 2-4
Setting the Service Scheduler list of values (LOV) ───────────────── 2-5
Configuring Service Scheduler workflows ────────────────────── 2-6
Configuring notifications and subscriptions ───────────────────── 2-7
What is the difference between notifications and subscriptions? ──────────── 2-7
Setting up the mail system for notifications and subscriptions ───────────── 2-7
Notifying users about schedule and task events ────────────────────── 2-7
Subscribing yourself to schedule and task events ──────────────────── 2-11
Preparing for scheduling service work

Preparation checklist ─────────────────────────────────── 3-1
Setting up work calendars ──────────────────────────────── 3-1
Defining calendars ─────────────────────────────────────── 3-1
Base calendar ─────────────────────────────────────────── 3-2
User calendar ─────────────────────────────────────────── 3-2
Schedule calendar ──────────────────────────────────────── 3-2
Schedule user calendar ───────────────────────────────────── 3-2
Set daily defaults ──────────────────────────────────────── 3-3
Set times for specific dates ─────────────────────────────────── 3-4
Defining the scheduled service work

Defining the scheduled service work ───────────────────────── 4-1
Creating work orders ─────────────────────────────────── 4-2
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Contents
What is a work order? ────────────────────────────────────── 4-2

Create a work order ─────────────────────────────────────── 4-4
Display open work orders ─────────────────────────────────── 4-15
Assign participants to a work order ───────────────────────────── 4-15
Creating job cards ──────────────────────────────────── 4-16
What is a job card? ─────────────────────────────────────── 4-16
Create a job card ──────────────────────────────────────── 4-18
Sequencing job cards ───────────────────────────────────── 4-21
Delete a job card ──────────────────────────────────────── 4-21
Creating job tasks ──────────────────────────────────── 4-21
What is a job task? ─────────────────────────────────────── 4-21
Create a job task using the wizard ───────────────────────────── 4-23
Create a job task using the task box ──────────────────────────── 4-25
Sequence job tasks ────────────────────────────────────── 4-25
Delete a job task ──────────────────────────────────────── 4-26
Sequence job tasks ──────────────────────────────────── 4-26
Delete a job task ───────────────────────────────────── 4-27
Add required resources to a job card or job task ───────────────── 4-27
Requiring qualified users to perform service work ──────────────── 4-28
Defining qualifications ──────────────────────────────────── 4-28
Create qualifications ────────────────────────────────────── 4-28
Modify or delete qualifications ─────────────────────────────── 4-28
Assign qualifications to users ──────────────────────────────── 4-29
Require a task be performed by someone with specified qualifications ── 4-29
Viewing schedule summaries ───────────────────────────── 4-30
Displaying and customizing the task status in the task table ───────── 4-31
Customize the status indicator display ─────────────────────── 4-33
Updating properties for work orders, job cards, or job tasks ───────── 4-33
Defining characteristics for a job card or job task ──────────────── 4-34
What is a characteristic definition? ───────────────────────────── 4-34
Define characteristics for a job card or job task ────────────────────── 4-35
Create a derived characteristic ──────────────────────────────── 4-37
Assign existing characteristics to a job card or job task ───────────────── 4-38
Remove an assigned characteristic ───────────────────────────── 4-40
Create supporting information ──────────────────────────── 4-40
Requesting maintenance work ──────────────────────────── 4-42
Creating a service schedule automatically ───────────────────────── 4-42
Create a service schedule based on requirements in a service plan ────────── 4-42
Relate service requirements to service discrepancies ────────────────── 4-44
Create a service schedule based on service discrepancies ─────────────── 4-44
Regenerate a service schedule after updating service requirements ───────── 4-45
Create a service schedule based on maintenance actions ─────────────── 4-46
Create a maintenance action to perform a service requirement ──────────── 4-46
Create a maintenance action to fix a discrepancy ──────────────────── 4-48
Cancel a maintenance action ──────────────────────────────── 4-49
Managing tasks and schedules

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Managing tasks and schedules ───────────────────────────── 5-1
Managing scheduled tasks ─────────────────────────────── 5-1
Managing scheduled tasks ─────────────────────────────────── 5-1
Updating task properties ──────────────────────────────────── 5-2
Creating dependencies between tasks ──────────────────────────── 5-4
Add a task constraint ───────────────────────────────────── 5-11
Sequencing tasks ─────────────────────────────────────── 5-12
Arrange job tasks ─────────────────────────────────────── 5-13
Scroll to a task ───────────────────────────────────────── 5-14
Create a milestone ─────────────────────────────────────── 5-14
Modify a milestone ────────────────────────────────────── 5-15
Managing schedules ─────────────────────────────────── 5-15
Managing work order schedules ────────────────────────────── 5-15
Manage schedule properties ───────────────────────────────── 5-16
Create cross-schedule dependency ───────────────────────────── 5-17
Delete cross-schedule dependency ───────────────────────────── 5-18
Determining the schedule’s critical path ────────────────────────── 5-18
Shift a schedule ──────────────────────────────────────── 5-20
Recalculate a schedule's tasks and their dependencies ───────────────── 5-20
Change the zoom factor ─────────────────────────────────── 5-20
Managing schedule resources

Managing schedule resources ───────────────────────────── 6-1
Shifting resources, duration, or work within a schedule ───────────── 6-1
Assigning resources to a schedule ─────────────────────────── 6-3
Assigning resources to a schedule ────────────────────────────── 6-3
Set a privileged user ─────────────────────────────────────── 6-4
Add resources to a schedule ────────────────────────────────── 6-4
Managing the schedule user calendar ──────────────────────────── 6-7
Assigning resources to tasks ────────────────────────────── 6-7
Managing task resources ──────────────────────────────────── 6-7
Assign a resource to a task ─────────────────────────────────── 6-7
Remove a resource from a task ─────────────────────────────── 6-10
Replace assignments ───────────────────────────────────── 6-10
Designate discipline ────────────────────────────────────── 6-11
Revert assignments ────────────────────────────────────── 6-11
Determining resource availability with resource graphs ──────────── 6-12
What are resource graphs? ────────────────────────────────── 6-12
Configure resource graphs ────────────────────────────────── 6-12
View a resource graph from Service Scheduler ────────────────────── 6-14
View a resource graph from Organization ───────────────────────── 6-15
Change how the resource graph displays ───────────────────────── 6-15
View and edit resource graph preferences ──────────────────────── 6-16
Reassign job card or job task to another user ─────────────────── 6-18
Analyzing costs
Managing scheduled costs ─────────────────────────────── 7-1
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Contents
What are rate modifiers? ───────────────────────────────── 7-1

Manage rate modifiers ────────────────────────────────── 7-2
What are resource costs? ───────────────────────────────── 7-3
Display task cost information ────────────────────────────── 7-3
Schedule cost information ──────────────────────────────── 7-4
What are fixed costs? ─────────────────────────────────── 7-6
Manage fixed costs ──────────────────────────────────── 7-6
Approving and implementing the scheduled service work

Approving and implementing the scheduled service work ─────────── 8-1
Approving the work orders ─────────────────────────────── 8-2
Implementing tasks using workflows ───────────────────────── 8-3
Implementing tasks using workflows ──────────────────────────── 8-3
Add workflow task notifications for a task ───────────────────────── 8-3
Initiate a workflow ─────────────────────────────────────── 8-4
Managing part requests ───────────────────────────────── 8-5
What is a part request? ───────────────────────────────────── 8-5
Create a part request ────────────────────────────────────── 8-8
Validate a part request ──────────────────────────────────── 8-11
Close a part request ────────────────────────────────────── 8-13
Cancel a part request ───────────────────────────────────── 8-14
Issuing and returning parts ────────────────────────────── 8-16
Issuing and returning parts ────────────────────────────────── 8-16
Issue parts ──────────────────────────────────────────── 8-16
Return parts ─────────────────────────────────────────── 8-19
Managing part movement ─────────────────────────────── 8-20
What is part movement? ─────────────────────────────────── 8-20
Create part movement – uninstall ───────────────────────────── 8-21
Create part movement – install or replace ───────────────────────── 8-27
Edit a part movement ───────────────────────────────────── 8-34
Remove a part movement ────────────────────────────────── 8-35
Define an upgrade job card ────────────────────────────── 8-35
Updating the physical configuration ───────────────────────── 8-37
Updating the physical configuration ──────────────────────────── 8-37
Update the configuration to implement part movements ─────────────── 8-38
Update the configuration to rebase the physical structure ─────────────── 8-39
Managing reported discrepancies ────────────────────────── 8-40
What are discrepancies? ─────────────────────────────────── 8-40
Create a reported discrepancy ──────────────────────────────── 8-41
Edit a reported discrepancy ───────────────────────────────── 8-44
Remove a reported discrepancy ─────────────────────────────── 8-44
Create a corrective action from a selected discrepancy ───────────────── 8-45
Create a corrective action from a selected work order, job card, or job task ───── 8-46
Remove a corrective action ────────────────────────────────── 8-48
Tracking utilization information ─────────────────────────── 8-48
Tracking utilization information ─────────────────────────────── 8-48
Create a logbook ──────────────────────────────────────── 8-49

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Record utilization information ──────────────────────────────── 8-49
Viewing the utilization ──────────────────────────────────── 8-51
View the utilization data for a job card or job task ──────────────────── 8-52
View the part utilization data ──────────────────────────────── 8-52
Change a maintenance action due date ────────────────────── 8-53
Complete a maintenance action ─────────────────────────── 8-53
Monitoring the scheduled service work

Monitoring the scheduled service work ─────────────────────── 9-1
View the activity summary for a work order, job card, or job task ─────── 9-1
Activity summary for a work order ────────────────────────── 9-2
Activity summary for a job card ──────────────────────────── 9-3
Activity summary for a job task ──────────────────────────── 9-4
Closing out scheduled service work tasks

Tasks to complete before closing out scheduled service work ──────── 10-1
Create resulting information ───────────────────────────── 10-1
Complete a job card or job task ──────────────────────────── 10-3
Review closed maintenance actions ───────────────────────── 10-3
Service Scheduler preferences
Glossary B-1
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1. Getting started with Service Scheduler
Getting started with Service Scheduler
The Service Scheduler application supports service scheduling within Teamcenter. Service Scheduler lets
companies define, schedule, and implement service for their products. Service Scheduler is a separately
licensed application that is installed as an optional overlay on top of the standard Teamcenter product
and the Service Manager application.
You can use Service Scheduler to:
• Manually create work orders, schedules, job cards, and job tasks.
• Manage schedules.
• Assign people resources.
• Estimate cost and labor.
• Define part requests for required materials, tools, and equipment.
• Receive issued materials, tools, and equipment.
• Complete work assignments and sign off on work.
• Define part movement transactions to drive configuration updates.
• Capture discrepancies discovered during implementation of service.
Before you begin
Prerequisites Service Scheduler requires a separate license in addition to the

standard Teamcenter product license. You must obtain and
install the appropriate license.
Enable Service Scheduler Service Scheduler does not need to be enabled before you use
it, but you must select the appropriate components during
installation.
If you have trouble accessing Service Scheduler, see your
system administrator; it may be a licensing issue.
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Configure Service Scheduler There are additional steps you must perform to configure
Service Scheduler before you can use it.
Start Service Scheduler Click Service Scheduler in the Teamcenter navigation

pane.
Service Scheduler interface
Service Scheduler perspective
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File menu
1 Work Order Home pane Allows you to view all your open work orders if you are the
requester and the Closure property is set to Open.
2 Service Editor pane Allows you to view the as-maintained neutral and physical
structures.
3 Task table Displays all the schedule tasks and milestones in a table
format.
4 Gantt chart Displays a visual representation of the schedule task and

milestones.
5 Summary pane Provides details about the selected object.
Service Scheduler uses the Teamcenter rich client interface. Interface items for Service Scheduler are
described in the Service Scheduler menus and buttons and symbols topics.
Not all of the menu commands and buttons may be available. The administrator can hide or reveal the
commands and buttons that are appropriate for your site. Some commands and buttons may also be
disabled based on your assigned role in Service Scheduler or the current state of a particular Service
Scheduler object.
Note:
Because the Service Scheduler views are overlays of the Service Manager application and the
Schedule Manager application, command suppression for the Service Scheduler views is set as
follows:
• Service Editor view

Command suppression is set using Service Manager as the application. The same settings are
applied in Service Scheduler.
• Service Scheduler view

Command suppression is set using Schedule Manager as the application. The same settings are
applied in Service Scheduler.
Service Scheduler menus
File menu
Command Description
New → Work Order Creates a new work order.
New → Part Request Creates a new part request.
New → Discrepancy Creates a new discrepancy.

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Command Description
New → Part Movement Creates a new part movement.
New → Program View Creates a new program view.
New → Milestone Creates a new milestone.
New → Proxy Task Creates a new proxy task.
Print Views, prints, or saves information about the currently selected

item.
Print Preview Previews your print job and updates the preview options.
Close Closes the Service Scheduler application.
Exit Ends the rich client session.
Edit menu
Command Description
Cut (Ctrl+X) Marks the selected lines for removal and copies the content to
the clipboard. Cut lines are only removed once pasted elsewhere
in the structure.
Copy (Ctrl+C) Copies the selected lines to the clipboard.
Paste (Ctrl+V) Inserts the Clipboard contents below the selected item.
Delete (Delete) Deletes the selected object from the database.
User Setting Displays the User Settings dialog box, where you can change
your group, role, or volume assignments, and your application
logging and journaling options.
Options Changes your user interface settings that affect all applications,
not only Service Scheduler.
Properties Displays and updates the properties for a selected schedule or

task.
Rename Renames the selected schedule or task.
Notification Rules Displays and updates the notification rules for a selected
schedule or task.
Subscription Rules Displays and updates the subscription rules for a selected
schedule or task.

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View menu
View menu
Command Description
Properties (Alt+Enter) Shows the properties for the selected object.
Refresh (F5) Updates the information displayed for a selected line and all of
its children.
Expand All Expands the complete substructure below the selected lines.
Collapse All Collapses the complete substructure below the selected lines.
Critical Path → View Critical Path Highlights the critical path in red in both the tree table and the
Gantt chart or removes the highlight.
Critical Path → Set Color Sets the color for the critical path.
Zoom Factor → Week Displays the Gantt chart in a weekly format.
Zoom Factor → Month Displays the Gantt chart in a monthly format.
Zoom Factor → Quarter Displays the Gantt chart in a quarterly format.
Zoom Factor → Year Displays the Gantt chart in a yearly format.
Schedule menu
Command Description
Indent task Changes the selected task to be a sub-task of the task directly
above it.
Outdent task Removes the selected sub-task from its parent task.
Task constraints Adds a task constraint for the selected task.
Shift Schedule Shifts the selected schedule to change the start and finish date
of a schedule.
Reload Schedule Reloads the schedule and applies any changes.
Recalculate Schedule Recalculates the tasks and their dependencies for the selected
schedule.
Schedule Calendar Displays and updates the daily defaults for a selected schedule.
Schedule Membership Displays and assigns resources to a selected schedule.
Schedule Deliverables Adds or removes deliverables from a selected schedule.
Task Deliverables Adds or removes deliverables from a selected task.
Scroll Into View Displays the selected task in the Gantt chart.

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Command Description
Workflow Task Defines workflow triggers and workflow templates for the
selected task.
Launch Workflow Now Initiates the workflow for the selected task.
Rate Modifiers Defines user rates for calculating both schedule and task costs.
Costs Displays the summary of the costing information and enables

you to update the fixed costs and default billing codes.
Setup Upgrade Defines an upgrade job card.
Assign Characteristic Assigns characteristics to the selected job card or job task.
Record Utilization Adds utilization information to a job card or job task.
Update Configuration Updates the configuration to perform part movements and

upgrades for a job card or job task.
Link → Dependencies Displays and updates dependencies between tasks in the same
schedule.
Link → Create Cross Schedule Creates dependencies between tasks in different schedules.
Dependency
Assignments → Assign to Task Assigns a resource to a task.
Assignments → Replace Replaces the resource assigned to the task with another
Assignment resource.
Assignments → Designate Displays and updates the assigned disciplines and discipline
Discipline members for the selected task.
Assignments → Revert Reverts a member of an assigned discipline for a selected task.

Assignments to Discipline
Proxy → Go to Home Task Displays the schedule for the selected proxy task.
Proxy → Find Proxy Tasks Displays the schedules that have proxy tasks for a selected task.
Service Scheduler buttons and symbols
Note:
You can add buttons that are not displayed on the main toolbar by right-clicking the toolbar,
choosing Customize, and selecting the buttons you want to add. Once you add buttons to the
toolbars, they are displayed in future sessions.

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Service Scheduler buttons and symbols
Button Purpose
These standard buttons are located on the main toolbar at the top of the Service Scheduler window.
Soft abort Allows you to terminate the current operation without

closing Service Scheduler or losing data.
Cut Cuts the selected lines from the structure and places them
on the clipboard.
Copy Copies the selected lines in the structure and places them
on the clipboard.
Paste Pastes the components from the clipboard as children of

the currently selected (assembly) line in the structure.
Delete Deletes the selected object from the database.
Open Worklist Opens My Worklist in My Teamcenter.
Navigation Pane Displays or hides the navigation pane.
Refresh Refreshes the display in your rich client window.
Reload Schedule Reloads the schedule and applies any changes.
Work Order Creates a new work order.
Job Card Creates a new job card.
Job Task Creates a new job task.
Part Request Creates a new part request.
Discrepancy Creates a new discrepancy.
Schedule Membership Displays and assigns resources to a selected schedule.
New Milestone Creates a new milestone.
Task constraints Adds a task constraint for the selected task.
Outdent task Removes the selected sub-task from its parent task.
Indent task Changes the selected task to be a sub-task of the task

directly above it.
Assign to Task Assigns a resource to a task.
Print current view Prints the current schedule.

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Button Purpose
Print Preview Previews your print job and updates the preview options.
Advanced Search Allows you to select a search form that includes multiple
search criteria relevant to the type of information or
object being sought.
The following buttons are located at the bottom left corner of the Service Scheduler navigation tree
pane.
Most recently used Shows a list of your most recently accessed structures. If
(MRU) list you select an entry from the list, Service Scheduler loads
the structure into the structure pane. You can configure
the number of entries shown in the MRU list by right-
clicking the button and moving the slider to the desired
number.
Open by name Browses for and opens a specific structure by name.
Open structure context Browses for and opens a specific structure context by
by name name.
Most recently used Selects a revision rule to apply to the current product
(MRU) revision rules list structure from a list of the rules you have used recently.
You can configure the number of entries shown in the
MRU by right-clicking the button and moving the slider to
the desired number.
List substitute Adds or removes substitute components or sets the

components preferred substitute.
This button is enabled if the selected line may have
substitutes; otherwise, it is disabled.
Manage global Shows a list of the global alternates available for the
alternates selected line. You can add alternates and select a
preferred alternate. The preferred global alternate is
indicated by an asterisk.
Find in display Searches for matching lines (components) in the displayed

product structure by entering an expression. You can
search with any combination of the available properties.
The following symbols are displayed at the bottom right corner of the product structure pane and
show the current status of the selected line.
Shows if you have write access permissions for the

selected line.
Shows if you have delete access permissions for the

selected line.

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What are perspectives and views?
Button Purpose
Shows if you have access permissions to change the

selected line.
Shows if the item revision represented by the line is

currently in a workflow process.

currently checked in or checked out.

currently released.
Shows if the item represented by the line is currently

published.
Shows if the item or revision represented by the line is

currently classified.
What are perspectives and views?
Within the rich client user interface, application functionality is provided in perspectives and views.
View The basic display component that displays related information in a UI window.
Perspective A collection of one or more views and their layout.
Some applications use a perspective with multiple views to arrange how functionality is presented.
Other applications use a perspective with a single view.
You can use the HiddenPerspectives preference to prevent the display of some Teamcenter
perspectives in the rich client.
If your site has online help installed, you can access application and view help from the rich client Help
menu or by pressing F1.
Basic concepts for using Service Scheduler
Service Scheduler elements
To take full advantage of Service Scheduler, you should be familiar with Teamcenter, Service Manager,
Change Manager, and Schedule Manager elements and concepts.
You use Service Scheduler to define, schedule, and implement the service work for your physical assets.
It consists of the following elements:

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• The work order to define the scope of service work needed to be performed on your physical assets.
• The schedule associated to the work defined in the work order. There is a one-to-one relation
between a work order and a schedule. The schedule defines when the service work will be done.
• The job cards to capture the service work actions to be performed.
• The job tasks to capture the steps of the service work actions.
Service Scheduler work order states
Three state properties define the status, degree of completion, and the business decisions during the
service schedule processing for work orders.
Work orders are configured with three states:
• Closure
• Maturity
• Disposition
Service Scheduler is configurable, and you can design your workflow process to dictate how these states
progress and transition from one value to the next. You can configure Teamcenter to add additional
values for the states. For example, you can have 10 values for the Closure state, and you can change the

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Service Scheduler assignment control
name of the Disposition state to Decision. You can choose to follow the initial Teamcenter model or
design your own. If you choose to follow the initial Teamcenter model, Service Scheduler provides the
necessary elements for you to build upon.
Work orders are initially configured with the following states.
State Description Valid values
Closure Defines the status of the work order. Work orders Open
start with an open status and remain open until they
Closed
are completed or until a decision is made to defer or
cancel the work order. On hold
Canceled
Maturity Defines the degree of completion of the open work Elaborating

order. The elaborating state is the planning phase.
Reviewing
The reviewing state is the reviewing phase. Once
approved, the open work order moves to the Ready Ready
state and on to the Executing state when the service
work begins. After the service work is done, the Executing
service work is considered complete. Complete
Disposition Represents a technical, business, or implementation None

decision about a work order’s approval. Prior to
Investigate
review, there is no disposition assigned. If the
reviewers agree to the service work, the service work Approved
is Approved. If the reviewers reject the service work,
it is Disapproved. If the reviewers decide to wait, the Disapproved
service work is Deferred. If the reviewers think the Deferred
service work is not ready, it returns to Investigate. At
any time in the process, the service work can be Unable to Complete
canceled. Superseded
Service Scheduler assignment control
The workflow administrator creates the workflows to approve, cancel, reopen, or close work orders. User
roles are defined in the workflow to assign specific tasks. These roles represent different types of users
that are involved in various phases of the review and approval process. For any given work order you can
assign different participants to each of the roles used by the workflow. Those assigned participants are
used only for that specific work order.
The following roles are used for reviewing and approving the scheduled service work.

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Role Description Number of participants
Analyst The person who evaluates and One

elaborates the work order.
Requester The person who created the work order. One
Proposed The people who have signoff authority. One or more

Reviewers
Search for Service Scheduler objects

You can search for the following Service Scheduler objects using advanced search:
• MRO Company Contact

• MRO Company Location
• MRO Date Characteristics
• MRO Item
• MRO Life Characteristics
• MRO Log Book
• MRO Observation Characteristics
• MRO Part Request
• MRO Service Discrepancy
• MRO Service Work Order
• My Open Works
• Schedules
1. Choose Advanced from the quick Search menu at the top of the navigation pane.
2. On the Search pane toolbar, click to select a search type.
3. Click More to display the system defined searches.
4. Under System Defined Searches, select the object you want to search for.
5. Click OK.
The dialog box that contains the object properties appears.
6. Type the values for the object properties that you want to search for.
7. Click the button to search.
Service Scheduler process task flow

The following graphic shows the Service Scheduler process task flow.

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Service Scheduler process task flow

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2. Installing and configuring Service
Scheduler
Install Service Scheduler
As a system administrator, you must install and configure Service Scheduler using Teamcenter
Environment Manager (TEM). As the following figure shows, you install Service Scheduler on the server
and on the rich clients that use the application.
1. Start Teamcenter Environment Manager (TEM).
2. Select appropriate options until you reach the Features panel.
Note:
The configuration to be installed is dependent on the options that you choose in the
Solutions panel of the TEM installation windows, such as Corporate Server, Rich Client 2–
Tier or Rich Client 4–Tier, and Business Modeler IDE. You can also add any of the options
available in the Solutions panel from the Features panel.
3. In the Features panel, under Extensions, expand Service Lifecycle Management and select the
following feature:
Feature Description Prerequisite features
Service Scheduler Installs the Service Base Install → Teamcenter Foundation

Scheduler functionality.
Extensions → Teamcenter
Enterprise → Change Management
Extensions → Service Lifecycle
Management → As-Maintained Management

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2. Installing and configuring Service Scheduler
4. If you want to configure your system using the Business Modeler IDE:
a. Click Next.
Select appropriate options until you reach the Business Modeler IDE Templates panel.
b. In the Business Modeler IDE Templates panel, select the following templates:
• Teamcenter Foundation
• MRO Core
• Service Processing
• As-Maintained Management
• Transaction Processing
• Change Management
• Service Scheduler
5. Click Next.
Select appropriate options until you complete the installation.
Configuring Service Scheduler

The Teamcenter administrator configures Service Scheduler according to company needs and
organization requirements as shown in the following figure.

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Setting Service Scheduler preferences
You can configure:
• Service Scheduler preferences.
• Service Scheduler conditions.
• Service Scheduler list of values (LOV).
• Service Scheduler workflows.
• Notifications and subscriptions.
Setting Service Scheduler preferences

As an administrator or Teamcenter user, you can set preferences according to your needs. Preferences
are special environment variables stored in the Teamcenter database and are read during Teamcenter
application usage.
You must set the SiteTimeZone preference before running Service Scheduler. After you initially set the
SiteTimeZone preference, the site and time zone defined for the calendar set by the Default Base
Calendar preference overrides the SiteTimeZone preference.

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Preference Description
SiteTimeZone Stores the time zone of the server. Service

Scheduler uses this preference to determine the
default time zone when creating new system
calendars. It should be set to one of the values
defined in the Timezone LOV, for example,
Europe/London.
This preference accepts a single value pair
indicating a time zone ID from the Zoneinfo
database (also known as the Olson database) in
the following format:
region/city
For example: Europe/Paris or America/Chicago.
Warning:
You must set this preference as there is no
default value.
The system checks for a valid value and displays an

error message when Service Scheduler is launched
if either an invalid value or no value is detected.
Default Base Calendar Determines the internal name of the default

calendar when a schedule is created in Service
Scheduler.
Valid values are:
• Standard
• Night Shift
• 24 hours
Setting Service Scheduler conditions

As an administrator or Teamcenter user, you can set the Service Scheduler conditions according to your
needs. Conditions are conditional statements that resolve to true or false based on the evaluation of an
expression. A condition resolves to TRUE if the statement is valid or FALSE if it is not. Rules use
conditions to describe the types of objects to which the rules apply. You use the Business Modeler IDE to

© 2020 Siemens
Setting the Service Scheduler list of values (LOV)
change the Service Scheduler conditions in a custom template that you define. You must deploy the
custom template after making the changes.
The following table displays the following Service Scheduler conditions and whether the condition can
be changed by a user:
Condition Description
SPR0IsPartRequestCancelable Determines whether a part

request can be canceled.
SPRoIsPartRequestClosed Determine whether the part

request can be closed.
SPR0IsPartRequestValidated Determines whether a part

request can be validated.
SSS0AllowsJobActivityReferences Determines if job activity

references, such as part
movements, part requests, and
characteristic definitions, can be
related to the job card or job
task.
SSS0AllowWorkOrderReferences Determines if work order

references, such as part requests,
can be related to the work order.
SSS0ValidateJobActivityCompletion Determines if a job card or job

task can be marked complete.
This condition checks to ensure
that all characteristics assigned
to that job card or job task have
had values recorded before the
object can be completed.
Setting the Service Scheduler list of values (LOV)

As an administrator, you can set LOVs located in the LOV folder in the Extensions view. LOVs are
commonly accessed by Teamcenter users from a menu at the end of a data entry box. After you create a
list of values, you must attach it to a property on a business object. You use the Business Modeler IDE to
set the LOVs in a custom template that you define. You must deploy the custom template after making
the changes.
For Service Scheduler, you can configure the Smr0ActivityExecutionType LOV to define the activity
execution types used for job cards or job tasks. The default values for the Smr0ActivityExecutionType
are Smr0Perform and Smr0Sign-Off.

© 2020 Siemens
Configuring Service Scheduler workflows

As an administrator, you configure the following workflows to support your Service Scheduler
installation:
• Release workflow
The TCM Release Process workflow is provided with the Teamcenter Foundation feature. You can
configure this workflow or create your own to set up the process flow, reviewers, and business
validations required to release Service Scheduler objects.
• User-defined workflow for transitioning the work order state properties

Three state properties define the status, degree of completion, and the business decisions during
work order processing. You can create a workflow according to your needs for processing work orders:
• Closure
• Maturity
• Disposition
You design your workflow process to dictate how these states progress and transition from one value
to the next. You can configure Teamcenter to add additional values for the states. For example, you
can have 10 values for the Closure state, and you can change the name of the Disposition state to
Decision.
To set your change states, use the EPM-set-property workflow handler on your workflow process.
For example, if you want to change the value of the Disposition property to Approved, set the
handler to the following on the appropriate task in your workflow process:
EPM-set-property -props=CMDisposition -values=Approved

-to_att_type=TARGET -bypass
Note:
You must use the -bypass argument to change the property value.
• Validate job card and job task reassignments

Job cards and job tasks can be assigned to a user in a specified discipline. When a workflow process is
triggered on a job card or job task, the workflow task is assigned to that user. If that user attempts to
reassign the workflow task and it has the AUTOSCHEDULING-person-reassign-validate handler
attached, the task validates that the new user belongs to the discipline required by the job card or job
task. If the new user does not, an error is displayed.
To configure the workflow with the handler:
1. Set the EPM_delegate_notification_handlers preference value to AUTOSCHEDULING-person-

reassign-validate.
2. Create a workflow process template with a Review task.

© 2020 Siemens
What is the difference between notifications and subscriptions?
3. Add the AUTOSCHEDULING-person-reassign-validate handler to the Start action of the

perform-signoffs subtask of the Review task. There are no arguments to add to the handler.
Configuring notifications and subscriptions
What is the difference between notifications and subscriptions?
You use notifications to notify individuals, including yourself, of important events associated with
selected objects.
You use subscriptions to notify only yourself of important events associated with selected objects.
Note:
The transfer of notifications and subscriptions is not supported with PLM XML or site
consolidation.
Setting up the mail system for notifications and subscriptions
Notifications and subscriptions utilize Teamcenter mail and the Subscription Manager. To receive
notifications and subscriptions, a system administrator must perform the following tasks:
• Set the value of the Mail_server_name preference to a name of a valid mail server. This task needs
only to be performed once.
• For every user, set the value of the e-mail address in the Person object for that user.
Notifying users about schedule and task events
What is a notification?
You create notifications to notify you, fellow team members, and even people outside the team of
important events such as finish dates, milestones, and task completions. When you create a notification
rule, not only do you specify who should receive it but you can include message text relating to the
notification. You can create notifications based on the existing set of notification rules.
You can create notifications for both schedules and tasks.
Notifications can be received by any user in the system, a custom e-mail address, or people meeting the
following qualifications:
• Member of a schedule
• Member of a group

© 2020 Siemens
Note:
The term task refers to job cards and job tasks unless otherwise specified. The term summary task
refers to job cards or job tasks with children.
Create a notification
Note:
You can create notifications, but they cannot be initiated from within a schedule template.
1. Select a task, multiple tasks, or schedule.
2. Choose Edit → Notification Rules.

Teamcenter displays the Notification Rules dialog box.
3. In the Notification Rules dialog box, click New.

Teamcenter displays the Create Notification Rule Wizard dialog box.
4. Select a rule from the list and click Next.

The Released notification or subscription rules for schedules table contains a list of notification
rules for schedules released with Teamcenter.
The Released notification or subscription rules for tasks table contains a list of notification rules
for tasks released with Teamcenter.
5. Select recipients for the message.

All disciplines in the membership appear in the list.
When notifying disciplines, members of the discipline who are also members of the schedule are
notified. When notifying groups, all group members are notified when an event is initiated.
6. Click Select to add other members of the organization who are not currently schedule resources.
Note:
Notifications are sent to e-mails that appear in the Check to specify additional email
addresses list.
7. Enter additional e-mail addresses, separated by commas, and click Next.
8. Enter a subject and the message text or use the placeholders provided.
Note:
These placeholders are replaced when the message is sent.

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Create a notification
• {ScheduleName} is filled with the schedule name.
• {TaskName} is filled with the task name.
• {OldValue} is used on the change notification. For example, if the notification is when a
date changes, {OldValue} is the date prior to the change.
• {NewValue} is used on the change notification. For example, if the notification is when a
date changes, {NewValue} is the date it was just changed to.
These placeholders are not translated.
9. Click Finish.
Released notification or subscription rules for schedules
When tasks are added to the Schedule
When tasks are deleted from the Schedule
When the Schedule is near due
When the Schedule is overdue
When the Schedule’s start date changes
When the Schedule’s finish date changes
When the Schedule’s status is changed
When the Schedule’s status changes to…
When the Schedule’s priority is changed
When the Schedule’s priority changes to…
Released notification or subscription rules for tasks
When the Task is deleted
When the Task is near due
When the Task is overdue
When the Task’s start date changes
When the Task’s finish date changes
When the Task’s status is changed

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When the Task’s status changes to…
When the Task’s priority is changed
When the Task’s priority changes to…
When the Task’s work estimate is changed
When the Task’s work complete is changed
When the work is ready
When a user is assigned to the task
Modify a notification
1. Select a task or schedule.

3. In the Notification Rules dialog box, select the notification and click Modify.
4. Using the Create Notification Rule Wizard dialog box, change any information you need to
update.
5. Click Finish.
Delete a notification

3. From the Notification Rules dialog box, select the notification and click Delete.
4. From the Confirm dialog box, click Yes.
Deactivate and activate a notification
Activating and deactivating a notification allows you to turn on or off a notification without removing it
from the notification rule list.


© 2020 Siemens
What is a subscription?
3. To deactivate a notification, select the notification in the Notification Rules dialog box and click
Deactivate.
4. To activate a notification, select the notification in the Notification Rules dialog box and click
Activate.
Subscribing yourself to schedule and task events
What is a subscription?
You can create a subscription for a task that notifies you when a specified task-related event occurs.
Subscriptions are similar to notifications except that you can send a subscription only to yourself.
Create subscriptions
The Subscription Rules dialog box lets you see a list of existing e-mail subscriptions, create new
subscriptions, and modify existing ones.
Note:
You can create subscriptions, but they cannot be initiated from within a schedule template.
1. Select a task, multiple tasks, or schedule.
2. Choose Edit → Subscription Rules.

Teamcenter displays the Subscription Rules dialog box.
3. Click New in the Subscription Rules dialog box.
4. Select one of the rules from the list and click Next.
The Released notification or subscription rules for schedules table contains a list of subscription
rules for schedules released with Teamcenter.
The Released notification or subscription rules for tasks table contains a list of subscription rules
for tasks released with Teamcenter.
5. Enter a subject and the message text or use the placeholders provided.
Note:
These placeholders are replaced when the message is sent.
• {ScheduleName} is filled with the schedule name.

© 2020 Siemens
• {TaskName} is filled with the task name.
• {OldValue} is used on the change notification. For example, if the notification is when a
date changes, the {OldValue} is the date prior to the change.
• {NewValue} is used on the change notification. For example, if the notification is when a
date changes, the {NewValue} is the date it was just changed to.
These placeholders are not translated.
6. Click Finish.
Note:
The symbol for a task that has a notification and one that has a subscription is the same and
the only way to tell whether it is a notification of subscription is to display the Notification
Rules and Subscription Rules dialog boxes.
Modify a subscription

3. In the Subscription Rules dialog box, select the subscription and click Modify.
4. Using the Create Subscription Rule Wizard dialog box, change any information you need to
update.
5. Click Finish.
Delete a subscription

3. In the Subscription Rules dialog box, select the subscription and click Delete.
4. In the Confirm dialog box, click Yes.

© 2020 Siemens
Deactivate and activate a subscription
Deactivate and activate a subscription
Activating and deactivating a subscription allows you to turn on or off a subscription without removing it
from the subscription rule list.

3. To deactivate a subscription, select the subscription in the Subscription Rules dialog box and click
Deactivate.
4. To activate a subscription, select the subscription in the Subscription Rules dialog box and click
Activate.

© 2020 Siemens

© 2020 Siemens
3. Preparing for scheduling service work
Preparation checklist
Depending on your Service Scheduler implementation, you must complete the following tasks before
you schedule any service work.
Task Task information Relation in Service Scheduler
Create the as-maintained Generating as-maintained You create work orders for the
physical structure you are physical structures physical asset being serviced.
servicing.
Create the physical locations for Managing physical location You create part movements for job
uninstalled parts. structures cards or job tasks that uninstall or
replace physical parts.
Create the characteristic Creating characteristic You record the utilization for
definitions for the physical parts definitions physical parts related to work
you are servicing. You must orders or job cards.
assign the characteristics to the
physical parts.
Define the calendars to use for Setting up work calendars You create calendars for the service
your project schedule. schedule to set up work days, work
hours, holidays, and vacations for
your organization.
Setting up work calendars
Defining calendars
Teamcenter uses four types of calendars that allow you to set up work days, work hours, holidays, and
vacations used by your organization when creating project schedules.
• Base calendar
• User calendar
• Schedule calendar
• Schedule user calendar
Calendars define working times. They do not define hours per day.
Schedule, user, and schedule user calendars reference a parent base calendar. A calendar inherits all
exceptions from the parent calendar.

© 2020 Siemens
An exception is any deviation from Monday to Friday as working days of a week and 8 a.m. to 5 p.m. as
working hours per day. Therefore, any workday considered as a nonworkday, or vice versa, qualifies as
an exception.
A calendar can also inherit the default working times from the parent calendar.
Base calendar
The base calendar, which is installed by Teamcenter, is used as the master calendar when creating
schedules. It shows which days are workdays, hours in a workday, holidays and days off. The base
calendar is set up and maintained by your system administrator.
For example, if your organization has a four-day work week, you would set Daily Defaults for Monday,
Tuesday, Wednesday and Thursday to be 10 hours; for Friday, you would set Daily Defaults to 0.
A site can have several base calendars.
Teamcenter provides the following three default base calendars:
• Standard
• Night Shift
• 24 Hour
When you select the base calendar, you can also select the time zone.
User calendar
The user calendar allows you to set days off, holidays, and working times in a day for an individual
resource. It can also be created by the system administrator. Once created, you can access it through My
Teamcenter.
User calendars can be created from both My Teamcenter and the Organization application.
Nonadministrative users create their own resource calendars from My Teamcenter, while administrative
users can create calendars for other users from Organization.
Schedule calendar
The schedule calendar allows you to set days off, holidays, and working times in a day for the current
schedule. When you create a schedule, its calendar is the same as the default base calendar specified by
the Default_Base_Calendar_Preference value. When you change a schedule calendar, the schedule is
automatically recalculated.
Schedule user calendar
The schedule user calendar lets you to set days off, holidays, and working times in a day for an individual
user. The schedule user calendar for a resource is blank until you create one.

© 2020 Siemens
Set daily defaults
Work time is determined by calendar precedence. For example, when a user is assigned to a task, the
user work time is determined as follows:
• If a schedule user calendar exists, it determines user work time.
• If no schedule user calendar is present, but a user calendar exists, the user calendar determines user
work time.
• If neither a schedule user calendar nor a user calendar exists, the schedule calendar is used.
Set daily defaults
From the Daily Defaults section, you can change workdays and change the number of hours in a day for
scheduling purposes. The Daily Defaults section allows you to set daily defaults as follows:
• User calendar
Set daily defaults for the current user.
Set daily defaults for the current schedule.

Set daily defaults for each user in the schedule.
1. Open the calendar to update:
• User calendar
From My Teamcenter, choose Edit → Calendar → Show Calendar.
If the user calendar does not exist, you are prompted to create one.
Choose Schedule → Schedule Calendar.
Note:
To modify a schedule calendar, the schedule must be unpublished.

Choose Schedule → Schedule Membership.
Teamcenter displays the Schedule Membership dialog box.
From the Schedule Membership dialog box, click the Calendar button next to the resource
name. If the schedule user calendar does not exist, you are prompted to create one.

© 2020 Siemens
Note:
Schedule user calendars cannot be created for groups, roles, or disciplines.
2. Select each day you want to change.

To change a workday to a nonworkday, click Non Working in For Selected Date(s).
To change a nonworkday to a workday, click either Default or Working HH:MM in For Selected
Date(s).
3. Click Details.
The system displays the Daily Defaults Details dialog box.
The working times for a day are determined by time ranges with starting and ending times defined
from 00:00 to 24:00.
• The default 8 a.m. to 5 p.m. Working time is defined by two time ranges (08:00-12:00 and
13:00-17:00).
• You can define up to five time ranges on a given day, but they cannot overlap.
• Times are entered relative to the time zone selected for the calendar.
Changing the value of the time zone for a schedule calendar does not change the value of the
time zone for a schedule user calendar.
Set times for specific dates
1. Open the calendar to update.
Choose Schedule → Schedule Calendar.

From the Schedule Membership dialog box, click the Calendar button next to the resource
name.
2. Select the day you want to change.
• To change a workday to a holiday, select Non Working.
• To change the working times, select Working HH:MM.
3. Click Details to adjust the working times.
4. Click OK.

© 2020 Siemens
4. Defining the scheduled service work
Defining the scheduled service work
As the maintenance planner, you define the scheduled service work to be performed on the physical
assets.
You define the scheduled work by:
• Creating work orders

Work orders define the scope of service work needed to be performed on physical assets.
• Creating job cards

Job cards define the service actions that are performed by a service technician on a physical asset to
fulfill the work order.

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• Creating job tasks

Job tasks define the service action steps that are performed by a service technician to complete the
parent job card or parent job task.
• Creating characteristic definitions

Characteristic definitions record information for physical parts, job cards, or job tasks during
maintenance.
• Defining qualifications
Qualifications define the skills, certificates, training, or other aspects of a user’s capability to perform
the service work.
• Creating supporting information

You can relate supporting information such as data items and documents to a work order, job card, or
a job task.
Note:
The physical assets must be generated from as-maintained structures using Service Manager.
Creating work orders
What is a work order?
There are two components of the scope of work, the work order and the schedule.
• Work order
A work order defines the scope of service work needed to be performed on a physical asset or assets.
You create job cards and job tasks related to the work order to define the scope of work required to
complete the work order. In addition, you must identify the affected physical assets that are serviced
by the work order and the physical location where the work is performed. You can relate more than
one physical asset to a work order. Optionally, you can identify a customer contact and customer
location that is associated to the work order.
A work order contains the following three states that define the status, degree of completion, and the
business decisions during the service scheduling:
• Closure
• Maturity
• Disposition
You design your workflow process to dictate how these work order states progress and transition
from one value to the next. You assign participants to a work order to represent each of the roles
used by the workflow.

© 2020 Siemens
What is a work order?
• Schedule
When you create a work order, you create an associated schedule. When you create the schedule, you
define a start date and finish date for the entire schedule. The start date and finish dates for the
related job cards you create must fall within the schedule range.
The schedule task related to the work order contains the following summary properties that are used
to track the job cards and their job tasks:
• Actual Start Date
• Actual Finish Date
• Duration
• Work Estimate
• Work Complete
• Work Complete Percent
When you initially create the work order, the Status property of the schedule task is set to Not Started
indicating the start action has not yet occurred. When you update the Work Complete or Work
Complete Percent properties on the related job card or job task, the start action occurs and sets the
Status to In Progress and sets the Actual Start Date to the date when the start action occurred.
Note:
The start actions on a schedule task do not affect the Closure, Maturity, or Disposition states of
the work order.
Example:
A robot’s gripper has poor traction and is dropping items. You create a work order and schedule to
upgrade the robot.

© 2020 Siemens
Create a work order
1. From the navigation pane, click Service Scheduler.
2. Do one of the following to create the work order:
• Choose File → New → Work Order.
• Click the Work Order button on the main toolbar at the top of the Service Scheduler pane.
• Right-click a physical part and choose New → Work Order.
• Right-click a physical location and choose New → Work Order.
• Right-click a company contact and choose New → Work Order.
• Right-click a company location and choose New → Work Order.
3. In the Create Work Order dialog box, complete the following information for the work order.
Field name Definition Valid values
ID The work order ID (required). Alphanumeric string (1–

Leave the field blank to 128 characters)
automatically assign an ID.
Revision The revision of the work order Alphanumeric string (1–

(required). 32 characters)

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Create a work order
Leave the field blank to

Synopsis The work order name or Alphanumeric string (1–

description of the work order 240 characters)
(required).
4. Perform the following steps to create a schedule for the work order plan.
a. Click the button next to the field Plan and select Create.
b. In the Create the Schedule for the Work Order Plan dialog box, complete the following
information for the schedule.
ID The schedule ID (required). Alphanumeric string (1–

Revision The revision of the schedule Alphanumeric string (1–

Name The name of the schedule Alphanumeric string (1–

Time Zone The time zone used for the This value is set to the
schedule. site and time zone
defined for the calendar
specified by the Default
Base Calendar
preference.
Start Date The start date for the work Click the Set Date
performed (required). button and select a date
from the calendar.
End Date The finish date for the work Click the Set Date
performed (required). button and select a date
from the calendar.
Is Schedule Public Set to true to specify the • true

schedule is public. A public • false
schedule can be viewed by
anyone, including users that are

© 2020 Siemens
not assigned to the schedule.

You are assigned observer rights
to a public schedule, unless you
are granted additional rights.
Is Percent Linked Set to true for the following • true

rules to apply: • false
• If you change the work

completed, the percentage
completed changes to equal
the percent of scheduled
work completed.
• If you change the percentage

completed, the work
completed changes to equal
the scheduled work multiplied
by the percentage completed.
Set to false if you do not want

any correlation between work
completed and percentage
completed.
Published Set to true to specify the • true

schedule is published. Published • false
schedules allow other users
access to the schedule. By
default, this option is selected.
Only the owner of the schedule
can publish or unpublish a
schedule at any time using the
Schedule Properties dialog
box. To deny access to the
schedule to other users, keep it
unpublished. Publish it when
you are ready for others to view
or edit it.
Are notifications Set to true to specify • true

enabled notifications are sent when • false
specific triggers occur within a

© 2020 Siemens
Create a work order
schedule. By default, this option

is selected.
Use Finish Date Set to true to specify finish- • true

Scheduling date-based scheduling. The • false
default selection is determined
by the
SM_SCHEDULING_ENGINE_DA
TE preference.
If you select this option, you
create your tasks from the finish
date backward rather than from
the start date forward and the
following rules apply:
• As a manager creates tasks

and defines dependencies,
tasks move earlier in the
schedule.
• The Gantt chart allows you to

change task duration by
dragging the start of a task.
c. Click Finish to create the schedule.
5. In the Create Work Order dialog box, perform the following steps to add or remove the physical
assets from the work order. This required field is already filled in if you selected a physical part
when you created the work order.
The physical assets must be generated from as-maintained structures using Service Manager.
Actions for an asset Steps
Add an asset. a. Click the button next to the Asset field and select Add.
b. In the Search dialog box, click the Search tab and complete
the following information to set up filters for searching.

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Part Number Part number of Alphanumeric

the physical part. (1–128
characters)
Serialized Value of the • true

serialized • false
property.
Click true to
search for
serialized parts.
Serial Number Serial number of Alphanumeric

characters)
Lot Value of the lot • true

property. • false
Click true to
search for lot
parts.
Lot number Lot number of the Alphanumeric

physical part. (1–32
characters)
Manufacturer's ID Manufacturer of Alphanumeric

characters)
Physical Part UID Unique identifier Alphanumeric

of the physical (1–128
part. characters)
Manufactured Manufacturing Click the Set

After date used to filter Date button
physical parts and select a date
with from the
manufacturing calendar.
dates greater than
the date entered.
Manufactured Manufacturing Click the Set

Before date used to filter Date button
physical parts and select a date
with from the
manufacturing calendar.

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Create a work order
dates before the

date entered.
c. Click Find.
d. Select the physical parts from the results and click OK.
Remove an asset. a. In the Asset field, select the physical parts you want to
remove.
b. Click the button next to the Asset field and select

Remove.
6. In the Create Work Order dialog box, perform the following steps to create, add, or clear a physical
location for the work order. This required field is already filled in if you selected a physical location
when you created the work order.
Actions for a physical Steps

location
Add a physical location. a. Click the button next to the Work Performed At field and
select Add.
b. In the Search dialog box, click the Search tab and complete the
following information to set up filters for searching.
ID Unique ID of the Alphanumeric (1–

physical location. 128 characters)
Location Name Name of the Alphanumeric (1–

physical location 128 characters)
Location Type The type of Types are defined by

physical location. the Physical Location
Type LOV.
c. Click Find.

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Actions for a physical Steps

location
d. Select the physical location from the results and click OK.
Create a physical a. Click the button next to the Work Performed At field and
location.
select Create.
b. In the Create Physical Location dialog box, complete the

following information for the physical location.
ID Unique ID for the Alphanumeric (1–

physical location 128 characters)
(required).
If blank, the ID is
automatically
assigned.
Location Name for the physical Alphanumeric (1–

Name location (required). 128 characters)
Location The type of physical Types are defined

Type location (required). by the Physical
Location Type LOV.
Descriptio Description of the Alphanumeric (1–

n physical location. 240 characters)
c. Click Finish.
Remove a physical a. In the Work Performed At field, select the physical location you
location. want to remove.
b. Click the button next to the Work Performed At field and

select Clear.
7. In the Create Work Order dialog box, perform the following steps to create, add, or remove a
company contact you want to relate to the work order. This field is already filled in if you selected a
company contact when you created the work order.
Actions for a company Steps

contact
Add a company contact. a. Click the button next to the Company Contacts field and
select Add.

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Create a work order

contact
First Name First name of the Alphanumeric (1–32

company contact. characters)
Last Name Last name of the Alphanumeric (1–32

Phone (Business) Business phone Alphanumeric (1–32

number of the characters)
company contact.
Phone (Home) Home phone Alphanumeric (1–32

company contact.
Phone (Mobile) Mobile phone Alphanumeric (1–32

company contact.
Fax Fax number of the Alphanumeric (1–32

Pager Pager number of Alphanumeric (1–32

the company characters)
contact.
Email Email address of Alphanumeric (1–80

contact.
c. Click Find.
d. Select the company contact from the results and click OK.
Create a company a. Click the button next to the Company Contacts field and
contact.
select Create.
b. In the Create Company Contact dialog box, complete the

following information for the company contact.

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contact
Title Title of the • Mr.

company contact. • Mrs
• Ms.
• Dr.
First Name First name of the Alphanumeric (1–32

Last Name Last name of the Alphanumeric (1–32

Phone (Business) Business phone Alphanumeric (1–32

company contact.
Phone (Home) Home phone Alphanumeric (1–32

company contact.
Phone (Mobile) Mobile phone Alphanumeric (1–32

company contact.
Fax Fax number of the Alphanumeric (1–32

Pager Pager number of Alphanumeric (1–32

contact.
Email Email address of Alphanumeric (1–80

contact.
Description Description of the Alphanumeric (1–

company contact. 240 characters)
c. Click Finish.
Remove a company a. In the Company Contacts field, select the company contact you
contact. want to remove.
b. Click the button next to the Company Contacts field and

select Remove.

© 2020 Siemens
Create a work order
8. In the Create Work Order dialog box, perform the following steps to create, add, or remove a
company location you want to relate to the work order. This field is already filled in if you selected a
company location when you created the work order.
Actions for company Steps

location
Add a company location. a. Click the button next to the Company Locations field and
select Add.
Name Name of the Alphanumeric (1–

company location. 128 characters)
Street Street of the Alphanumeric (1–32

company location. characters)
City City of the Alphanumeric (1–40

State/Province State or province Alphanumeric (1–40

of the company characters)
location.
Postal Code Postal code of the Alphanumeric (1–32

Country Country of the Alphanumeric (1–40


company contact. 240 characters)
URL URL relating to Alphanumeric (1–

the company 240 characters)
contact.
c. Click Find.
d. Select the company location from the results and click OK.
Create a company a. Click the button next to the Company Locations field and
location.
select Create.

© 2020 Siemens
Actions for company Steps

location
b. In the Create Company Contact dialog box, complete the

following information for the company location.
Name Name of the Alphanumeric (1–

Street Street of the Alphanumeric (1–32

City City of the Alphanumeric (1–40

State/Province State or province Alphanumeric (1–40

of the company characters)
location.
Postal Code Postal code of the Alphanumeric (1–32

Country Country of the Alphanumeric (1–40

URL URL relating to Alphanumeric (1–

the company 240 characters)
location.

c. Click Finish.
Remove a company a. In the Company Locations field, select the company location
location. you want to remove.
b. Click the button next to the Company Locations field and

select Remove.
The Create Work Order dialog box reappears with the populated fields.
9. Click Finish to create the work order.
The work order plan schedule is created.

© 2020 Siemens
Display open work orders
01–Nov-2011
Object Start Date Finish Date M T W T F S S
Upgrade Robot 01–Nov– 30–Jan–2012 START
2011
Display open work orders
You can display open work orders that perform the My Open Works saved query. By default, all work
orders that have the Closure property set to Open are displayed.
2. Click the Work Order Home tab.
The open work orders are displayed.
Work Order Home

My Open Works
Upgrade Robot Work Order
Upgrade Robot
Inspect Robot Work Order
Inspect Robot
Assign participants to a work order
The workflow administrator creates the workflows to approve, cancel, reopen, or close service requests
and requested activities. User roles are defined in the workflow to assign specific tasks. These roles
represent different types of users that are involved in various phases of the review and approval process.
For any given work order, you can assign different participants to each of the roles used by the
workflow. Those participants are used only in the review and approval process for that specific work
order.
The following roles are used for reviewing and approving work orders.
Role Description Number of participants
Analyst The person who evaluates and Limited to one

elaborates the request.
Requester The person who created the request. Limited to one
Proposed The people who have signoff authority. One or more

Reviewers
1. Click Service Scheduler.

© 2020 Siemens
2. Select the work order that you want to assign participants to and choose Tools → Assign
Participants.
3. In the Assign Participants dialog box, select the participant type (for example, Analyst).
4. Click either the Organization or Project Teams tab and select a user to assign to the participant
type.
You can search for a group, role, or user in the box below the tabs.
Use Resource Pool Options to assign a set of group or role members as participants instead of
individual users. When a group or role is selected, additional options become available.
• If you select a group, you can click Any Member so any member of the group can be the
participant for that type.
• If you select Proposed Reviewers and then select a group, you can click All Members to assign
all members of the group.
• If you select a role under a group, you can click Any Member and choose Specific Group to
assign any member of the combined group and role as the participant type or choose Any Group
to assign any member of any group and the selected role as the participant type.
5. Click Add to add the participant.
6. To remove a user as a participant, select the user under the participant type and click Remove.
7. To change a participant, select the user under the participant type, select the new user in the
Organization or Project Teams tab, and click Modify.
8. When you are finished assigning participants, click OK.
Creating job cards
What is a job card?
A job card defines a service action that is performed by a service technician on a physical asset to fulfill
the work order. In order to fulfill the work order, you can create multiple job cards to perform specific
service actions on the physical asset. Job cards are related to the work order schedule.
The job card uses the physical asset defined for the related work order. If the work order has multiple
physical assets, you are required to choose the physical asset for the job card. You can optionally specify
the impacted physical part that is affected by the service action. If you do not specify an impacted part,
the impacted part is assumed to be the top level parent of the physical asset. If you do specify an
impacted part, the impacted part must be a child of the physical asset defined for the work order.

© 2020 Siemens
What is a job card?
Example:
You create a job card to upgrade the compressor for a robot because the robot’s gripper has poor
traction and is dropping items. The job card is related to the work order schedule for upgrading
the robot.
When you initially create the job card, the Status property of the job card is set to Not Started indicating
the start action has not yet occurred. When you update the Work Complete or Work Complete Percent
properties on the job card or related job tasks, the start action occurs and sets the Status to In Progress
and sets the Actual Start Date to the date when the start action occurred.
When you create multiple job cards, you sequence the job cards in the order they need to be
implemented within the work order.
When you submit the job card to a customized workflow, the activity execution types define the action
the that is required to complete the job card. There are two activity execution types available when you
create the job card:
Note:
These values are defined by the Smr0ActivityExecutionType LOV.
• Perform
The perform action is the default and is used to perform work on the physical asset related to the job
card.

© 2020 Siemens
• Sign-off
The sign-off action is used to sign off the work that was performed.
You can relate the following types of information to a job card:
• Supporting information
Information used to document details on how the work on the job card can be performed.
• Resulting information
Resulting information is used to document evidence of the work completed.
Create a job card
2. Select the schedule related to the work order where you want to create the job card and do one of
the following:
• Choose File → New → Job Card.
• On the main toolbar at the top of the Service Scheduler pane, click the Job Card button .
• Right-click the schedule and choose New → Job Card.
3. In the Create Job Card dialog box, complete the following information for the job card.
ID The job card ID (required). Alphanumeric string (1–

Revision The revision of the job card Alphanumeric string (1–

automatically assign a revision.
Name The job card name (required). Alphanumeric string (1–

128 characters)
Activity Execution Define the action that is required • Perform

Type to complete the job card • Sign-off
(required).
These values are defined
by the

© 2020 Siemens
Create a job card
Smr0ActivityExecutionTy
pe LOV.
4. Perform the following steps to add or remove the physical asset from the job card:
Note:
This required field is already filled in if you selected only one physical part when you created
the work order related to the job card. If multiple physical assets were selected for the work
order, you must select one of those assets to be used for the job card.
Add an asset. a. Click the button next to the Asset field and select Add.
b. In the Select Physical Asset dialog box, select one of the

physical parts from the asset list.
c. Click OK.
Clear an asset. a. Click the button next to the Asset field and select Clear.
5. In the Create Job Card dialog box, perform the following steps to optionally add or remove an
impacted part from the job card. The impacted part is the physical part affected by the service
action.
Add an impacted part. a. Click the button next to the field Impacted Part and select
Add.
b. In the Maintenance Tree dialog box, expand the physical

assembly and select one of the physical parts.
c. Click OK.
Clear an impacted part. a. Click the button next to the field Impacted Part and select
Clear.
6. In the Create Job Card dialog box, complete the remaining information for the job card.

© 2020 Siemens
Start Date The proposed start date for the Click the Set Date
job card. The start date must be button and select a date
within the parent schedule. from the calendar.
Finish Date The proposed finish date for the Click the Set Date
job card. The finish date must be button and select a date
after the start date and within the from the calendar.
parent schedule.
Work Estimate The estimated number of labor Floating point value.

hours to complete the work. The
default is 8 hours (required).
Fixed Type The work, duration, or resource • Fixed Work

value for the job card that you (Default) Keeps the
want to remain constant. The hours constant while
default is fixed work (required). duration or resource to
task is modified.
• Fixed Duration
Keeps the length of
time constant while the
work or resource is
modified.
• Fixed Resource
Keeps the resource
constant while the work
or duration is modified.
Narrative The narrative description for the Alphanumeric string

job card. The narrative can be
(1–256 characters).
used as input for work
instructions.
7. Click Finish to create the job card.
The job card is created under the parent schedule and displayed in the task table.
01–Nov-2011
Upgrade Robot 01–Nov– 30–Jan– START
2011 2012
Upgrade 01–Nov– 01–Nov– Upgrade

2011 2011 Compressor
Compressor

© 2020 Siemens
Sequencing job cards
Sequencing job cards
You can sequence job cards by:
• Creating task dependencies

You can create task dependencies between two tasks to link their required order of completion. If two
tasks must occur in a certain order, you can create start-to-start, start-to-finish, finish-to-start, and
finish-to-finish dependencies between them to ensure their correct sequencing.
• Creating task constraints

You can use constraints to force a shift in the schedule honoring the constraint type. The constraint
type is indicated by a red marker on the Gantt chart task bar.
Delete a job card
2. Select the job card you want to delete and do one of the following:
• Choose Edit → Delete.
• Click the button at the top of the Service Scheduler pane.
The job card and all related job tasks are deleted from the schedule.
Creating job tasks
What is a job task?
A job task defines the service action steps that are performed by a service technician to complete the
parent job card or parent job task. You can create nested job tasks to further break down a parent job
task into separate tasks. You can create job tasks using the job task wizard or the task box.
Example:
To complete a job card for upgrading the compressor in a robot, you create separate job tasks to
uninstall the compressor and install the new compressor. The job tasks are related to the job card
and the job card is related to the work order schedule.

© 2020 Siemens
When you initially create the job task, the Status property of the job task is set to Not Started indicating
the start action has not yet occurred. When you update the Work Complete or Work Complete Percent
properties on the job task or related job tasks, the start action occurs and sets the Status to In Progress
and sets the Actual Start Date to the date when the start action occurred.
When you create multiple job tasks, you sequence the job tasks in the order they need to be
implemented within the work order.
When you submit the job task to a customized workflow, the activity execution types define the action
that is required to complete the job task. When a job task has nested job tasks, the nested leaf node job
tasks are implemented.
There are two activity execution types available when you create the job task:
• Perform
The perform action is the default and is used to perform work on the physical asset related to the job
task.
• Sign-off
The sign-off action is used to sign off the work that was performed.

© 2020 Siemens
Create a job task using the wizard
You can relate the following types of information to a job task:
• Supporting information
Information used to document details on how the work on the job task can be performed.
• Resulting information
Information used to document evidence document evidence of the work completed.
Create a job task using the wizard
2. Select the job card or job task where you want to create the job task and do one of the following:
• Choose File → New → Job Task.
• Click the Job Task button on the main toolbar at the top of the Service Scheduler pane.
• Right-click the job card or job task and choose New → Job Task.
Note:
If you have created any part movements or assigned characteristics to the parent job or job
task, a dialog box appears indicating that those items will not be captured. Click Yes to
continue or No to cancel.
3. In the Create Job Task dialog box, complete the following information for the job task.
ID The job task ID (required). Alphanumeric string (1–

Revision The revision of the job task Alphanumeric string (1–

Name The job task name (required). Alphanumeric string (1–

128 characters)
Activity Execution Define the action that is required • Perform

Type to complete the job task • Sign-off
(required).

© 2020 Siemens
These values are defined

by the
Smr0ActivityExecutionTy
pe LOV.
Work Estimate The estimated number of labor Floating point value.

hours to complete the work. The
default is 8 hours (required).
Fixed Type The work, duration, or resource • Fixed Work

value for the job task that you (Default) Keeps the
want to remain constant. The hours constant while
default is fixed work (required). the duration or resource
to task is modified.
• Fixed Duration
Keeps the length of
time constant while the
work or resource is
modified.
• Fixed Resource
Keeps the resource
constant while the work
or duration is modified.
Narrative The narrative description for the Alphanumeric string

job task. The narrative can be
(1–256 characters).
used as input for work
instructions.
4. Click Finish to create the job task.
The job task is created under the parent job card or parent job task and displayed in the task table.
The parent job cards or job tasks display a black summary bar and the sub tasks display a light blue
bar.
01–Nov-2011
2011 2012

Compressor
Uninstall 01–Nov– 01–Nov– Uninstall

Compressor

© 2020 Siemens
Create a job task using the task box
Create a job task using the task box
2. Select the job card or job task where you want to create the job task.
3. Type the task name in the Task box at the top of the task table.
4. In the Work box, type the task work. You can specify the task work in weeks, days, or hours by
adding the w, d, or h suffix to the value. You can also enter decimal values for task work, for
example, 12.5h.
The default task work is displayed in h (hours) and the default value is 8. Regardless of the suffix
specified, Service Scheduler converts and displays the task work in hours.
5. Click Create.
The job task is created under the parent job card or parent job task and is displayed in the task
table.
01–Nov-2011
2011 2012

Compressor
Uninstall 01–Nov– 01–Nov– Uninstall

Compressor
The job task is created with the following default information:
• The Fixed Type attribute for the job card is set to Fixed Work.
• The Activity Execution Type attribute for the job card is set to Perform.
Sequence job tasks
You can sequence job tasks by:


© 2020 Siemens

• Manipulating tasks
You can manipulate tasks by cutting, copying, pasting, and positioning the tasks and changing the
task duration.
Note:
When manipulating job tasks by cutting, copying, pasting, and positioning the tasks, all related
information such as part movements, characteristic values, and part requests will not be copied.
Delete a job task
2. Select the job task you want to delete and do one of the following:
The job task and all the sub job tasks are deleted from the schedule.
Sequence job tasks

You can sequence job tasks by:


You can manipulate tasks by cutting, copying, pasting, and positioning the tasks and changing the
task duration.

© 2020 Siemens
Delete a job task
Note:
information such as part movements, characteristic values, and part requests will not be copied.
Delete a job task

2. Select the job task you want to delete and do one of the following:
The job task and all the sub job tasks are deleted from the schedule.
Add required resources to a job card or job task

1. Select a job card or job task.
You can either search for the resource in the classification library or copy it from another location in
Teamcenter and paste it on the job card or job task.
2. To search for the resource:
a. Click the Open Classification Library button in Service Scheduler.
b. Type the name or part of the name of the resource in the Search tab. You can narrow the
search by selecting a type in the Resource Type list, such as ExpendableMaterial,
MEResource, or METool.
c. Select the resource you want to add and click OK.
3. To copy and paste the resource:
a. Open the location in Teamcenter where the resource is kept, select it, and choose Edit →
Copy.
b. Click the Parts tab of the job card or job task Summary view and click the Paste button in the
Resources section.

© 2020 Siemens
Requiring qualified users to perform service work
Defining qualifications
Qualifications define the skills, certificates, training, or other aspects of a user’s capability to perform the
service work. You can require the service work be performed by a user with a specific set of
qualifications.
Qualifications can have different levels, such as novice, intermediate, or expert. You can allow someone
with a higher level, who is more qualified, than the one you specify to perform the service work.
Qualifications can also have effective dates (when the qualification started) and expiration dates (when
the qualification ended).
By default, only those in the dba role can add or modify the qualifications and qualification levels.
Create qualifications
1. Open the Qualifications view by choosing Window → Show View → Other. In the Show View
dialog box, search for Qualifications, select it, and click OK.
2. On the Manage Qualifications tab, select Qualification in the list on the left.
3. Type the new name in the Qualification Name box and more information about it in the
Description box.
4. If you want the qualification to have a beginning and end date, select the Require Effective and
Expiration Dates check box. If not, clear the check box.
5. Create a level for your qualification by typing the level name in the box next to the Add button in
the Qualification Levels section of the tab and click Add.
You must create at least one level. Continue to create levels as needed.
6. If you created more than one level, order them from the highest level at the top of the list to the
lowest at the bottom with the Up and Down buttons.
7. Click the Create button.
Modify or delete qualifications
2. On the Manage Qualifications tab, select one of the qualifications in the list on the left.

© 2020 Siemens
Assign qualifications to users
3. You can change the qualification details, such as levels, description, or if effective and expiration
dates are required, and click Modify.
4. You can delete the entire qualification by clicking Delete.
You cannot delete a qualification that is assigned to a user, job card, or job task.
Assign qualifications to users
2. On the Manage User Qualifications tab, select a user in the Organization list on the left.
3. Select a qualification and qualification level from the lists on the right.
If the Effective Date and Expiration Date boxes are enabled, select the dates for when the user’s
qualifications begin and end.
4. Click the Assign button.
5. If a user no longer holds a qualification, select it from the list in the User Qualifications section
and click Remove.
6. If a user has a different qualification or level or new effective or expiration dates, select the
qualification from the list in the User Qualifications section and click Modify to change it.
Require a task be performed by someone with specified

qualifications
1. Right-click the job card or job task and choose Assignments → Assign to Task.
The Task Assignment dialog box is displayed.
2. Select a job card or job task from the Schedule Tasks list.
3. Click the Qualifications tab and select a qualification and a level.
4. Click Assign.
The assigned qualification appears in the Qualification column of the Task Assignment dialog box
and the Summary view of the job card or job task.
5. To remove the required qualification for the task, select the job card or job task in the Task
Assignment dialog box, click the Qualifications tab, select the qualification, and click Remove.

© 2020 Siemens
If a user is assigned to the job card or job task, you cannot remove the qualification. You must first
remove the assigned user from the job card or job task.
6. Click OK.
If a job card or job task has a qualification assigned to it, a user with the same or higher qualification
must be assigned to it if the SM_ENFORCE_ASSIGNMENT_CRITERIA preference is set to true.
Viewing schedule summaries

The schedule summaries are displayed using the task table and Gantt chart in Service Scheduler. The
schedule task is used as a summary mechanism to track properties from the job cards and their child job
tasks. In addition, job cards or job tasks that contain children contain the summary information for their
child job tasks.
The following properties for the summary tasks are dependent on their child tasks:
• Start date
The start date for the schedule task, parent job card, or job task is set to the earliest start date of its
child tasks.
• Finish date
The finish date for the schedule task, parent job card, or job task is set to the latest finish date of its
child tasks.
• Work Estimate
The total estimated work for the schedule task, parent job card, or job task is rolled up from its child
tasks.
• Status
The status for the schedule task, parent job card, or job task is dependent on its child tasks.
• Work Complete
The total estimated work for the schedule task, parent job card, or job task is rolled up from its child
tasks.
• Work Complete Percent

The percentage of completed work for the schedule task, parent job card, or job task is calculated
from its child tasks.
As the following figure shows, the schedule summary task is displayed as the schedule symbol in the
task table and the summary task is displayed as a black bar in the Gantt chart that spans
the duration of its child job tasks.
01–Nov-2011
Object M T W T F S S

© 2020 Siemens
Displaying and customizing the task status in the task table
Upgrade Robot START
Upgrade Compressor Upgrade Compressor
Inspect Compressor Inspect Compressor
Uninstall Compressor Uninstall Compressor
Install New Compressor Install New Compressor
Displaying and customizing the task status in the task table

The status of job cards and job tasks is displayed in the task table by a colored indicator that appears
next to the task name. Once the task starts, the indicator shows the current state of the task.
Note:
During the life of the schedule, task status can be updated by Service Scheduler. For example, if a task
has a status of Not Started and a value for Work Complete or Work Complete Percent, Service
Scheduler changes the status to In Progress. If the value for Work Complete Percent is entered as
100%, Service Scheduler changes the task status to Complete.
The following table describes each task status and the color assigned to the indicator.
Note:
You can customize the status indicator display.
Task status Color Symbol Description
Not Started None None Generally indicates that no work has been performed on
the task.
For example, the Task Work Estimate is set to 8 hours
but the Work Complete is 0 hours and the Work
Complete Percent is 0%.
This is the default status of tasks when tasks are initially
created.
Note:
Setting the status to Not Started does not reset
Percent Work Complete or Work Complete.

© 2020 Siemens
To display the highlighted blue bar, select a task that is

not started. If you do not select the task, you do not see
the white indicator.
In Progress Green Indicates the task work is in progress.

This task status is the result of the Work Complete value
less than the Task Work Estimate value. Initial change to
Work Complete or Percent Work Complete triggers
Service Scheduler to set the status to In Progress from
Not Started.
Needs Red Indicates the schedule coordinator needs to review the

Attention task and resolve any issues.
Complete Blue Indicates that work on a task is complete.

This task status is the result of one of the following:
• The Task Work Estimate value equals the Work

Complete value.
Service Scheduler sets the status to Complete if the
Percent Work Complete attribute is linked to Work
Complete (schedule option).
Service Scheduler also sets the status to Complete if
you drag the work complete bar on the Gantt chart to
the end of the task. This action sets the Work
Complete value to the Task Work Estimate value.
• The task status is changed to Complete regardless of

Work Complete or Percent Work Complete.
Note:
When the task status is changed to Complete, the
Percent Work Complete is changed to 100%.
Likewise, when the Percent Work Complete is set
to 100%, Service Scheduler changes the status to
Complete.
Abandoned Gray Indicates no further work is being done on the task.

The value of Work Complete does not change.
Service Scheduler does not automatically change a task's
status to Abandoned.
Late Yellow Indicates the Finish date for the task has occurred but
the Work Complete Percent is not 100%.

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Customize the status indicator display
Service Scheduler does not automatically change a task's

status to Late.
Note:
To quickly identify tasks needing attention, scan the task table for red task status indicators.
Customize the status indicator display

1. Choose Edit → Options.
2. Select Status Indicators.
3. In the Status Indicators dialog box, select the row from the State column you want to customize.
4. Click the ... button on the right side of the Indicator column.
5. In the Select Object dialog box, do the following:
a. Enter a file name or choose the graphic file to associate with the status.
b. Click Select.
Note:
The graphic file must be 16x16 pixels or less. Otherwise, the users receive an error
when trying to select their own customized graphic image.
6. (Optional) Click Delete to delete a status indicator.
Updating properties for work orders, job cards, or job tasks

You can update work order properties from the Properties dialog box.
You can update job card and job task properties by:
• Updating the task table.
• Using the Properties dialog box.
• Using Schedule Task Execution.

© 2020 Siemens
Defining characteristics for a job card or job task
What is a characteristic definition?
A characteristic definition is used to collect and record information during maintenance. You can create
characteristic definitions that contain information such as how many hours a part has been used, the
date the asset was put into commission, or the operating temperature of the part.
You can create and assign life, observation, and date characteristic definitions to a job card or job task
with no children.
The condition SSS0AllowsJobActivityReferences determines whether you can relate a characteristic to

a job or job task. By default, the Status property for the job card or job task must be set to any of the
following:
• Not Started
• In Progress
• Late
• Needs Attention
To ensure the correct physical configuration for the job card or job task is used when assigning
characteristics, you cannot assign characteristics to a job card or job task when:

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Define characteristics for a job card or job task
• The job card or job task has a related part movement.
• The job card is an upgrade job card.
Define characteristics for a job card or job task
2. From the Service Scheduler view, select the job card or job task where you want to create the
characteristic and do one of the following:
To create this type of Do the following

characteristic
Life a. Do one of the following:
• Choose File → New → Life Characteristic.
• Right-click the job card or job task and choose

New → Life Characteristic.
b. Enter the following information for the life

characteristic.
Characteristic Name of the Alphanumeri

Name life c (1–128
characteristic. characters)
Unit Unit of Alphanumeri

measure for c (1–128
the recorded characters)
value.
Precision The number of Integer

decimal places.
c. In the Derived Expression box, type the expression

or formula for the derived characteristic or click the
button to use the wizard.
d. Click OK to create the observation characteristic.

Alternatively, click Cancel to exit.
Observation a. Do one of the following:

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characteristic
• Choose File → New → Observation

Characteristic.

New → Observation Characteristic.
b. Enter the following information for the observation

characteristic.
Characteristic Name of the Alphanumeri

Name observation c (1–128
characteristic. characters)
Unit Unit of Alphanumeri

measure for the c (1–128
recorded value. characters)
Precision The number of Integer

decimal places.
c. In the Derived Expression box, type the expression

or formula for the derived characteristic or click the
button to use the wizard.
d. Click OK to create the observation characteristic.

Date a. Do one of the following:
• Choose File → New → Date Characteristic.

New → Date Characteristic.
b. Enter the following information for the date

characteristic.
Field Definition Valid values

name
Name Name of the date Alphanumeric

characteristic. (1–128
characters)

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Create a derived characteristic

characteristic
c. Click OK to create the date characteristic.

3. To display the characteristics assigned to the job card, right-click the job card or job task and choose
Open with → Summary.
The assigned characteristic is displayed in the Recorded Utilization section.
Create a derived characteristic
Derived characteristic values are calculated by the system based on formulas or expressions. You can use
existing life or observation characteristics when you define the formula for the derived characteristic.
Note:
Derived characteristics are not propagated.
Example:
An aircraft engine can have different life characteristics, such as the number of landings while in
use. The actual life of the engine is a combination of derived characteristic values based on some
predefined formulas. You can define a formula to calculate the derived life characteristic value
based on the two base life characteristic values that you provide. The derived life characteristic
value can then be used for calculating maintenance schedules.
2. From the Service Scheduler view, select the job card or job task where you want to create the life
or observation characteristic.
3. Fill in the required fields to create the life or observation characteristic.
Note:
If you want to use a life or observation characteristic in the formula for the derived
characteristic, you must create those characteristics before defining the derived
characteristic.
4. In the Derived Expression box, choose the following methods:
• Type in the expression or formula for the derived characteristic.
• Click the button.

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a. In the Expression dialog box, enter the following information.
Field name Definition Action
Characteristics Names of existing Click the button and select the life or
life or observation observation characteristic you want to
characteristics you use in the expression. Click Append to
wish to use in the append the characteristic definition in
formula for the the Derived Expression box.
derived expression.
Operations The Boolean Click the button and select one of

operation you want the following operations to use in the
to use in the expression:
expression.
• Select + for addition
• Select – for subtraction.
• Select * for multiplication.
• Select / for division.
• Select ( or ) to group expressions.
Click Append to append the operation

in the Derived Expression box.
Derived Expression The derived Click Append next to the

expression is used Characteristics and Operations boxes
for the derived to create your expression or type those
characteristic. values and any other values needed to
complete the expression.
b. Click OK to create the derived characteristic.
5. Click OK to create the life or observation characteristic using the derived characteristic.
Assign existing characteristics to a job card or job task
1. To assign characteristics to a job card or job task from Service Scheduler, do the following steps:
a. From the navigation pane, click Service Scheduler.
b. Do one of the following:

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Assign existing characteristics to a job card or job task
• Right-click the job card or job task and choose Assign Characteristics.
• If the summary pane is not displayed, right-click the job card or job task and choose Open
With → Summary.
In the Summary pane, do the following:
A. Click the Properties tab.
B. In the Recorded Utilization section, click Assign Characteristics.
2. To assign characteristics to a job card or job task from a task in your work list, do the following
steps:
a. From the navigation pane, click My Worklist.
b. Select the job card or job task from the work list.
c. If the summary pane is not displayed, right-click the job card or job task and choose Open
With → Summary.
d. In the Summary pane, click the Properties tab.
e. In the Recorded Utilization section, click Assign Characteristics.
3. In the Search dialog box, complete the following information to set up filters for searching.
Characteristic Name Name of the characteristic Alphanumeric (1–128

characters)
Unit Unit of measure for the recorded Alphanumeric (1–128

value characters)
Derived Indicates whether the • true

characteristic is a derived • false
characteristic. Click true if the
characteristic is derived.
Type Type of characteristic • Life

• Date
• Observation
4. Click Find.
5. From the results list, select the characteristic you want to assign and click OK.

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6. To display the characteristics assigned to the job card, right-click the job card or job task and choose
Open with → Summary.
The assigned characteristic is displayed in the Recorded Utilization section.
Remove an assigned characteristic
2. Select the job card or job task where you want to remove the characteristic.
3. If the summary pane is not displayed, right-click the job card or job task and choose Open With →
Summary.
4. In the Summary pane, click the Properties tab.
5. In the Recorded Utilization section, right-click the characteristic and choose Cut.
The characteristic is removed.
Create supporting information

Note:
You can also create supporting information for a work order, job card, or job task in My
Teamcenter from a task in your work list.
You can relate supporting information such as data items and documents to a work order, job card, or a
job task. Supporting information is reference information used to document details on how the work
can be performed. The References relation is used to relate the supporting information to the work
order, job card, or job task.

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Create supporting information
If you are assigned to review any work orders, job cards, or job tasks, you can access all the supporting
information related to these objects and the parent objects, if applicable, from your work list.
2. Right-click the data item or documents that you want to use as supporting information and choose
Copy.
3. Select the work order, job card, or job task where you want to add supporting information.
4. If the summary pane is not displayed, right-click the work order, job card, or job task and choose
Open With → Summary.
5. In the Summary pane, click the References tab.
6. In the Supporting Information section, click Paste.
The supporting information is displayed.

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Requesting maintenance work
Creating a service schedule automatically
You can create a service schedule automatically in Service Scheduler based on the plan, requirements,
or discrepancies you already have. The schedule can be generated from:
• Service requirements in a service plan

A service plan, created in Service Planner, can contain partitions, service requirements, work cards,
and activities. Service requirements determine what service can be performed. They define the
maintenance that can be performed on a part or assembly. You can select requirements and
automatically schedule the service to complete them.
• The service schedule job cards are created from the work cards on the service requirement.
• The service schedule job tasks are created from the plan activities.
• Additional data from the plan is copied to the schedule, such as required skills, characteristics, and
activity duration.
• Service discrepancies
Service discrepancies, created in Service Manager, are irregularities or observations that are
discovered with regard to maintenance of assets or physical parts. Discrepancies can also identify if
there was a failure with the physical part.
You can select discrepancies, relate them to requirements, and create a schedule to fix them.
• Maintenance actions
Maintenance actions, created in Service Scheduler, define the required work for an asset and one of
its child physical parts. They track the required maintenance to completion and show compliance of
the completed work. You can create them from service requirements or service discrepancies. They
can also be automatically created when a service schedule is created from service requirements in a
service plan or service discrepancies.
When a service schedule is generated, you can specify an existing work order to attach the schedule to,
add the job cards and job tasks to, or create a new work order for it.
Note:
The MRO Automated Scheduling template must be installed to provide this capability.
Create a service schedule based on requirements in a service plan
1. Select an as-maintained BOM line in the Service Editor view, right-click it, and choose Generate
Automated Service Schedule.

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Create a service schedule based on requirements in a service plan
2. In the Generate Maintenance Schedule dialog box, click the Service Plan tab and then the Show
Service Plan(s) button.
The service plans displayed are plans defined either at the top level of the structure or at lower
level assemblies.
3. In the list of service plans, expand the plans and service partitions that contain the service
requirements you want to generate a schedule for.
4. (Optional) Click the Configure Service Plan button, and select an alternate configuration rule.
5. If a work order you want to use already exists, select the menu button next to Work Order and
choose Add and select it.
If you want to create a new work order with the schedule, choose Create.
6. Click the Generate Schedule button.
Service Scheduler creates a service schedule based on the information in the service plan and
attaches the job cards and assets to a work order.
• The duration on the service plan work card or activity is automatically converted to a start and
finish date on the schedule based on task dependencies and constraints.
• Material costs, service upgrades, the narrative, and required resources are copied from the plan
work card to the schedule job card.
• Characteristics, hazard notes, resources (such as tools and expendables), attachments, and
required deliverables are copied from the plan work card and activity to the schedule job card
and job task.
• Required skills and qualifications on the plan work card and activity are copied to the schedule
job card and job task and are used to validate task assignments. The skills are listed as disciplines
in the schedule.
• Zone information is copied to the schedule job card. You cannot assign work zones to an activity,
and zones do not appear on job tasks.
• Part movements are copied to the schedule job card or job task from the plan work card.
• If part applicability exists for a service requirement directly or through a discrepancy, it is not
applied to the job card.
7. Click Close.

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Relate service requirements to service discrepancies
1. Search for the physical part you want to have serviced and send it to Service Scheduler.
3. In the Generate Maintenance Schedule dialog box, click the Service Discrepancy tab and then
the Show Service Plan(s) button.
4. In the list of service plans, select the plans or expand the plans and select the service requirements.
6. Click the Show Discrepancies button to display the existing discrepancies for the selected
requirements.
7. Create a relationship between a service discrepancy and service requirement by selecting the check
box for each and clicking the Relate Requirement button.
The Relate Service Discrepancy and Service Requirement dialog box opens.
8. Click the Confirm button.
9. To remove the relationship between a service requirement and a service discrepancy, select the
discrepancy and click the Unrelate Requirement button.
10. In the Unrelate Service Discrepancy and Service Requirement dialog box, select the service
requirement and click Unrelate.
The service requirement is removed from the list.
11. Click Close.
Create a service schedule based on service discrepancies

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Regenerate a service schedule after updating service requirements
requirements.
6. (Optional) Create a relationship between a service discrepancy and service requirement by

selecting the check box for each and clicking the Relate Requirement button.
7. Select the discrepancies you want to create a schedule for.
8. If a work order for this maintenance action already exists, select the menu button next to Work
Order and choose Add and select it.
10. Click the Close button.
Service Scheduler then:
• Creates a service schedule based on the service discrepancies.
• Attaches the schedule and assets to the work order along with the discrepancies and their
corrective actions.
If part applicability exists for a service requirement directly or through a discrepancy, it is not
applied to the job card.
Regenerate a service schedule after updating service requirements
If you update the service requirements, you can regenerate the related job cards and service schedule.
You can use the Relation Browser to perform an impact analysis to determine which schedules need to
be updated.
2. Click the Maintenance Action tab, click the Show Maintenance Action button, and select the
maintenance action with the updated service requirements.
3. Click the Regenerate button.
Teamcenter checks to ensure that none of the job cards in the service schedule have been started
or completed, then deletes the existing job cards and creates new ones in the selected work order
based on the updated service requirements.
4. Click Close.

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Create a service schedule based on maintenance actions
2. In the Generate Maintenance Schedule dialog box, click the Maintenance Action tab and then
3. Click the Show Maintenance Action button to display the existing maintenance actions for the
selected requirements.
Service Scheduler shows the number of maintenance actions specified by the

SSF0MaintActTableNumberMAsToDisplayPref preference that are due. Click the or button
to show the next set of maintenance actions or the button to show all of them.
4. Select the maintenance actions you want to create a schedule for.
Service Scheduler then:
• Creates a service schedule based on the maintenance actions.
• Attaches the schedule and assets to the work order along with the maintenance actions.
7. Click the Close button.
Create a maintenance action to perform a service requirement
3. In the list of service plans, expand the plan and select the service requirements.
4. (Optional) Click the Configure Service Plan button and select an alternate configuration rule.

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Create a maintenance action to perform a service requirement
6. Click the New Maintenance Action button.
The Create Maintenance Action dialog box is displayed and the Name, Asset, Impacted Part, and
Part Position boxes are already filled in for you.
7. Type any notes you need, set the due date if any, select the Auto-complete check box if you want
the maintenance action to complete automatically when all the job cards are complete, and click
Finish.
The new maintenance action is added to the system.
To see your new action, click the Show Maintenance Action button on the Maintenance Action tab.
Maintenance actions created from service requirements can require or satisfy another maintenance
action. The relationship between service requirements is reproduced between the maintenance actions
based on them.
• Requires
This relation is used when one maintenance action requires another maintenance action.
Example:
You created a maintenance action to change the oil in a truck. Another maintenance action is to
replace the oil filter which is needed before changing the oil. You create a Requires relation
between the maintenance action for changing the oil and the maintenance action to replace
the oil filter to indicate the first maintenance action requires the second.
When you complete a Requires maintenance action, the related maintenance action is not
automatically marked as complete.
• Satisfies
This relation is used when one maintenance action satisfies another maintenance action.

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Example:
You created a maintenance action to replace the brake pads in a truck. Another maintenance
action is to perform a complete brake system overhaul, which includes replacing the brake
pads. You create a Satisfies relation between the maintenance action for the brake overhaul
and the maintenance action to replace the brake pads to indicate the second maintenance
action satisfies the first.
When you complete a Satisfies maintenance action, the related maintenance action is also
automatically marked as complete.
Create a maintenance action to fix a discrepancy
4. (Optional) Click the Configure Service Plan button and select an alternate configuration rule.
requirements.
6. Create a relationship between a service discrepancy and service requirement by selecting the check
box for each and clicking the Relate Requirement button.
The Relate Service Discrepancy and Service Requirement dialog box opens.
7. Click the Confirm button.
8. Click the Maintenance Action tab and select the requirements that are related to the discrepancy.

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Cancel a maintenance action
10. Click the New Maintenance Action button.
The Create Maintenance Action dialog box is displayed and the Name, Asset, Impacted Part, and
Part Position boxes are already filled in for you.
11. Type any notes you need, set the due date if any, select the Auto-complete check box if you want
the maintenance action to complete automatically when all the job cards are complete, and click
Finish.
The new maintenance action is added to the system.
To see your new action, click the Show Maintenance Action button on the Maintenance Action tab.
Cancel a maintenance action
Note:
You can cancel maintenance actions only if you are in the role specified by the
SF_CANCEL_MA_EXTENSION_ROLE preference.
the Show Maintenance Action button.
3. In the list of maintenance actions, right-click the one you want to cancel and choose Cancel
Maintenance Action.
4. In the Cancel Maintenance Action dialog box, click Yes.
5. In the Success dialog box, click OK.
The maintenance action is removed from the active list.

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5. Managing tasks and schedules
Managing tasks and schedules
As the maintenance planner, you manage the scheduled tasks and schedules for the scheduled service
work. You create items such as task dependencies, task constraints, milestones and cross schedule
dependencies that affect the time line for the completion of scheduled service work.
Managing scheduled tasks
Managing scheduled tasks
As the maintenance planner, you manage the scheduled tasks to perform the service work.

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You manage the scheduled tasks by:
• Updating task properties

You update the task properties to change properties such as status, duration, start dates and finish
dates.

You create task dependencies between tasks to ensure correct sequencing.

You create task constraints to force a shift in the schedule honoring the constraint type.
You can cut, copy, paste, and position tasks in the task table. You can also change task duration and
the percentage of work completed for a task.
• Arranging job tasks

You arrange job tasks by indenting a selected job task to make it a child task of a job card or job task.
• Using proxy tasks

You create proxy tasks to represent a real task in a different schedule that can be used in cross-
schedule dependencies.
• Creating milestones
You create milestones to identify a key date or deliverable in a schedule.
Note:
Updating task properties
Updating task properties
You can update work cards from the Properties dialog box. You can update job card and job task
properties from the task table, Properties dialog box, or Schedule Task Execution view.
Update task properties (task table)
1. Select a task that you want to edit in the task table. You can use the horizontal scroll bar to display
task properties.
2. Double-click the cell corresponding to the task property you want to edit.
3. Enter a new value.

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Update task properties (Properties dialog box)
Update task properties (Properties dialog box)
1. Select the task in the task table and perform one of the following to display the Properties dialog
box:
Note:
Use the Shift or Ctrl key to select multiple tasks. If you select multiple tasks and display the
Properties dialog box, any values you enter in the dialog box apply to all selected tasks.
• Choose File → Properties.
• Right-click the task and choose Properties.
• Double-click the task.
Note:
The General tab displays the out-of-the-box properties. The All tab does not display the task
properties in the same way as the General tab. Siemens Digital Industries Software
recommends you use the General tab to modify the task properties.
2. Modify the properties you want to update.
Note:
You may not be able to modify certain properties for summary tasks in the Properties dialog
box. You can update those properties in the task table instead.
3. Click OK to save your changes.
Update task properties (Schedule Task Execution view)
1. In either My Teamcenter, My Worklist, or the Service Scheduler application, select a schedule task.
Note:
Only the user assigned the task or the schedule coordinator can make execution updates.
2. Choose Window → Show View → Other.

The Show View dialog box is displayed.
3. Select Schedule Task Execution view from the list.

Click OK.
The Schedule Task Execution view shows the contents of the selected schedule task.

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4. Update the task attributes, as desired.

You can include the state attribute as read-only.
State values are set relative to the status values, as follows:
State values Status values

Not started Not started
In Progress In progress
In Progress Late
In Progress Needs
attention
Complete Complete
Closed Abandoned
Aborted Aborted
Note:
You can only update execution data from this view. You can use this view anywhere in the
rich client where you can select a schedule task.
Set the SM_EXEC_VIEW_PROPERTIES preference to specify the properties displayed in the
execution view and the order in which they are displayed.
Creating dependencies between tasks
What are task dependencies?
A dependency between two tasks links their required order of completion. If two tasks must occur in a
certain order, you can create start-to-start, start-to-finish, finish-to-start, and finish-to-finish
dependencies between them to ensure their correct sequencing.
Example:
You create a task dependency so the Install Compressor task is dependent on the completion of
the prior Uninstall Compressor task with a lag time of two weeks. The first task must be
completed before the start of the second, therefore, this is a finish-to-start dependency.
There are two ways to create, edit, and delete task dependencies.

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Create task dependencies (task table)
• Using the task table.
• Using the Gantt chart.
Create task dependencies (task table)
1. Select a task in the task table.
2. Define the task dependency information.
• If the selected task is dependent on another task, double-click the Predecessor cell.
• If another task is dependent on the selected task, double-click the Successor cell.
3. Enter a task number, type of dependency, and lag time in the following format:
task-number[type][+/- lag]
• type
Specifies one of the following lag types:
• SS: Start-to-start
• FS: Finish-to-start
• SF: Start-to-finish
• FF: Finish-to-finish
The default value is FS.
• +/–
Specifies whether the lag time occurs after (+) or before (-) the lag type.
• lag
Specifies the lag time. You can specify the lag time in weeks, days, or hours by adding the w, d,
or h suffix to the value. You can also enter decimal values for lag time.
The default lag time is in d (days) and the default value is 0. Regardless of the suffix specified,
Service Scheduler converts and displays the lag time in days.
The following table contains examples of lag time for task number 1 and a lag type of FS.
Note:
In the following examples, it is assumed 1 work week = 5 days and 1 work day = 8 hours.
Lag time is based on an 8 hour work day and the calculations will not be valid if your
working time per day is more than 8 hours.

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To set the lag time to Enter Service Scheduler displays
2 weeks 1FS+2w 1FS+10d
1 and one-half weeks 1FS+1.5w 1FS+7d4h
4 days 1FS+4d 1FS+4d

or
1FS+4
3 days and 4 hours 1FS+3d4h 1FS+3d4h

or
1FS+3.5d
10 hours 1FS+10 1FS+1d2h

or
1FS+1.25d
6 hours and 30 minutes 1FS+6.5h 1FS+0d6.5h
You are also able to create more than one dependency by using commas (for example, 5, 6SS-1, 7FS+4).
If you reorder tasks, the Predecessor and Successor boxes are automatically updated with new task
numbers.
Note:
Proxy tasks mirror real tasks. If you change the dependencies on the real task, the dependencies
on the proxy task change as well.
Create task dependencies (Gantt chart)
1. Click the first task bar to display a four-headed arrow and drag the cursor straight up or straight
down.
2. Position the cursor over the second task and release.

While dragging the mouse, a yellow status popup appears displaying the task dependency
information. After the dependency is created, a blue dependency line appears on the Gantt chart
between the two dependent tasks.
Note:
• A Finish to Start dependency is created when you release the mouse button. To create a
different dependency type, hold down the Control key when you release the mouse; this
allows you to edit the type and lag before you create the dependency.

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Edit task dependencies (task table)
• You cannot create Master/Sub environment task dependencies between tasks in different
schedules.
• Proxy tasks mirror real tasks. If you change the dependencies on the real task, the
dependencies on the proxy task change as well.
Edit task dependencies (task table)
Perform either of the following procedures:
• Using the Dependencies dialog box:
1. Select the task in the task table.
2. Right-click and choose Dependencies.

Teamcenter displays the Dependencies dialog box.
3. Select the dependency to be edited from either the Predecessors or Successors boxes and click
Edit to display the Edit Dependency dialog box.
4. From the Type list, select the dependency type you wish to use.
• SS: Start-to-start
• FS: Finish-to-start
• SF: Start-to-finish
• FF: Finish-to-finish
5. In the Lag Time box, enter the lag time, adding + or - values as needed. Lag time is the built-in
time delay between tasks.
Lead and lag times are useful when you have two dependent tasks, but the time between them
must remain constant. For example, you may have a task that is called paint walls. You cannot
schedule the hanging pictures task until two days after the paint walls task completes because
the walls need to dry. Rather than creating a new task called drying walls, you can add a lag
time of 2d to the hanging pictures task.
Learn more about the values you can specify in the Lag Time box.
Note:
Lag time is based on working time. In the example above, if the paint walls task finishes
on Friday, Service Scheduler does not start the next task, hanging pictures, until
Wednesday (four calendar days).
Lag time is based on an 8 hour work day and the calculations will not be valid if your
working time per day is more than 8 hours.
6. Click OK.

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• Using the Predecessor or Successor columns:
2. Double-click either the Predecessor or Successor cell.
3. Change the dependency information in the box.
4. Press Enter.
Note:
Proxy tasks mirror real tasks. If you edit the dependencies on the real task, the dependencies on
the proxy task change as well.
Edit task dependencies (Gantt chart)
1. Position the cursor over the task bar to display a four-headed arrow.

3. Select the dependency from either the Predecessor or Successor boxes and click Edit to display
the Edit Dependency dialog box.
4. Update the dependency, using this information about the Edit Dependency dialog box.
5. Click OK.
Note:
Proxy tasks mirror real tasks. If you edit the dependencies on the real task, the dependencies on
the proxy task change as well.
Delete task dependencies (task table)
Perform either of the following procedures:
• Using the Dependencies dialog box:


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Delete task dependencies (Gantt chart)
3. Select the dependency from either the Predecessor or Successor boxes and click Delete to
display the Confirm dialog box.
4. Click Yes.
• Using the Predecessor or Successor columns:
2. Double-click either the Predecessor or Successor cell.
3. Remove the entries for the dependencies you want to delete. Removing all the information from
the box will delete all successors or predecessors of that task.
4. Press Enter to display the Confirm dialog box.
5. Click Yes.
• Using the Edit dialog box, choose NONE as the dependency type.
Note:
Proxy tasks mirror real tasks. If you delete the dependencies on the real task, the dependencies on
the proxy task are deleted as well.
Delete task dependencies (Gantt chart)
1. Position the cursor over the task bar to display a four-headed arrow.

3. Select the dependency from either the Predecessor or Successor boxes and click Delete to display
the Confirm dialog box.
4. Click Yes.
Creating dependencies between tasks in different schedules
Using proxy tasks
A proxy task represents a real task in a different schedule and is used in cross-schedule dependencies. If
the real task is deleted from the original schedule, that task is orphaned and no longer displayed in its
schedule. The proxy is still displayed in the schedule in which it is used but listed as orphaned type
instead of milestone, summary, and so on.

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• You cannot modify proxy tasks. Modify the original task and the proxy task mirrors the change.
• You cannot create a proxy task for a task that exists in the same schedule.
• Proxy tasks are ignored when a schedule is imported to Microsoft Project.
• Template schedules can have proxies from other template schedules.
• Nontemplate schedules can have proxies from other nontemplate schedules.
Add a proxy task
1. Open an original schedule you’ve created within the Service Scheduler application.
2. Choose File → New → Proxy Task.

Teamcenter displays the Select a Schedule page in the New Proxy Task wizard.
3. Select the schedule on which to depend.
4. Click Next.
Teamcenter displays the Select a Task page in the New Proxy Task wizard.
5. Select the task on which to depend.
6. Click Finish.
The proxy task appears grayed out in the schedule.
Drag a proxy task
You can place the proxy task anywhere in the structure by simply dragging it up or down in the tree
table.
• Proxy tasks are shown in the hierarchy based on a reference task.
• The reference task is the task which was selected when first creating the proxy.
• In the case of cross-schedule dependencies, the proxy typically references the task on which it
depends.
• The proxy is placed above or below its reference task based on the start date.
• If the proxy starts before or at the same time as its reference task, it displays above the reference
task.
• If the proxy starts after the reference task, it displays below the reference task.

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Delete a proxy task
Note:
Data in a proxy task does not roll up to any summary task.
Delete a proxy task
You can delete a proxy task if cross-schedule dependencies have been removed.
1. Select the proxy task.
2. Choose Edit → Delete.
3. In the confirmation dialog box, click Yes.
Note:
If you delete a proxy task that is part of a cross-schedule dependency, the dependency is also
deleted.
Because proxy tasks can exist without dependencies, you can keep the proxy task when deleting the
dependency.
Add a task constraint
You can use constraints to force a shift in the schedule honoring the constraint type. The constraint type
is indicated by a red marker on the Gantt chart task bar.
1. Select a task in the task table.
2. Choose Schedule → Task Constraints.
3. From the Task Constraints dialog box, choose a constraint type:
• No Constraint
The task in the Gantt chart shows no red arrows.
• As Soon As Possible
Works with task dependencies to schedule a task as soon as the task dependency and other
scheduling considerations allow.
The task in the Gantt chart shows a red arrow pointing to the left.
• As Late As Possible
Works with task dependencies to schedule a task as late as the task dependency and other
scheduling considerations allow.
The task in the Gantt chart shows a red arrow pointing to the right.

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• Fixed
Fixes the task duration. Schedule dates cannot be changed.
The task in the Gantt chart shows a red arrow pointing to the left and a red arrow pointing to the
right.
4. Click OK.
Sequencing tasks
Manipulating job tasks
You can move job tasks as you would in any Windows application. However, there are some features
unique to Service Scheduler.
Note:
information such as part movements, characteristic values, and part requests are not copied.
Cut or copy tasks
1. Select the task or tasks from the task table.
2. Choose Edit → Copy or Edit → Cut. You can also right-click and choose Copy or Cut.
Paste tasks
Note:
You cannot paste a task before the first task in the schedule.
1. Select the task in the task table directly above where you want to paste the new task.
2. Choose Edit → Paste. You can also right-click and choose Paste.
Position tasks
• From the task table

Change the value in the Start Date column.
This shifts the task in time, changing the task’s start and finish date, while keeping its overall working
duration. If a two-day task beginning on Monday and ending on Tuesday (two calendar days, two
working days) is moved to Friday, it now ends on Monday (four calendar days, two working days).
• From the Gantt chart

Click the center of the task bar and drag it to a new position. Your mouse cursor changes to a four-
headed arrow, indicating you can click and drag the entire task.

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Change task duration
Change task duration
• Changing the value in the Task Duration column changes the duration and updates the task finish
date.
• Changing the value in the Finish date column changes the finish date and updates the task
duration.

Click and drag the right edge of the task bar either backward or forward in time. Your mouse cursor
changes to a two-headed arrow, indicating that you can click and drag the finish-date of the task.
Change work complete or percentage complete

Change the value in the Work Complete or Work Complete Percent column.
Note:
When changing the value of Work Complete to a nonzero value, the task status is automatically
changed from Not Started to In Progress.

Click and drag the left inside edge of the task bar and drag the dark blue duration bar to the right
within the task bar. Your mouse cursor changes to a hand pointer. Dragging changes work.
Arrange job tasks
You can arrange job tasks to be children of job tasks or job cards by indenting the job task. In addition,
you can remove a child job task from its parent job card or job task by outdenting the task. The parent
job card or job task appears as a black summary bar in the Gantt chart.
The following occurs when you create a child job task:
• The start date of the parent job card or job task is defined as the earliest start date of the related child
job tasks.
• The end date of the parent job card or job task is defined as the latest finish date of the related child
job tasks.
Note:
The parent job card or job task contains a schedule summary task. The summary bar may not
match up exactly with its last child job task if the last task is less than a working day. Summary

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tasks use the end date of the last task for calculation. The child sub tasks calculate and display
exact hours.
1. Select one or more job tasks from the task table.
2. Choose Schedule → Indent task.
To indent multiple job tasks, they must be consecutive tasks.
The selected job tasks become a sub task of the job task or job card directly above it in the task
table.
3. Choose Schedule → Outdent task to remove a child job task from its parent job task or job card.
To outdent multiple job tasks, they must be consecutive tasks.
Note:
Do not assign resources to parent job cards or job tasks. Instead, assign resources to the child job
tasks for distributed progress-reporting to work correctly.
Scroll to a task
If the task is not displayed in the Gantt chart, follow these steps:
1. Select a task from the display list.
2. Right-click and choose Scroll into View.

The task appears in the Gantt chart.
Note:
You can also scroll the Gantt chart manually.
Create a milestone
Milestones are used in a schedule to identify a key date or deliverable.
When you create a milestone, the following occurs:
• The milestone appears on the schedule as a diamond symbol and is labeled Milestone.
• The milestone date is set to the current date.
• The work estimate and duration of the milestone is set to zero.

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Modify a milestone
1. Position the cursor in the task table on the task directly above where you want to place the
milestone.
2. Choose File → New → Milestone.

The milestone is added to the task table and is labeled Milestone.
You can also convert an existing task to a milestone by setting its Task Duration value to zero hours.
You can also convert an existing milestone to a task by setting its Task Duration value to greater than
zero hours.
Modify a milestone
1. Either double-click the milestone in the task table or right-click it and choose Properties.
2. To change the name of the milestone, enter a new name in the Name box.
3. To change the date of the milestone, enter a new date in the Start Date box.
4. To automatically change the milestone's status to Complete when its predecessor is complete, set
Auto Complete to True.
Managing schedules
Managing work order schedules
As the maintenance planner, you manage the work order schedule to perform the service work.

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You manage the schedules defined for the work orders by:
• Creating cross-schedule dependencies

You can create dependencies between tasks that are located in different schedules.
• Managing schedule by critical tasks

You can assign a critical path to represent the tasks that would likely affect the last task in the
schedule if they were completed late.
• Shifting schedules
You can shift a schedule to change the start and finish date of a schedule
• Recalculating schedules
You can recalculate a schedule's tasks and their dependencies.
• Verifying schedules
You can verify a schedule's tasks and their dependencies.
• Displaying schedules using the zoom factor

You can display the schedule in a weekly, monthly or yearly format.
Note:
Manage schedule properties
You can change key properties (for example, schedule start and finish dates), publish a schedule, and
make a schedule public.
Note:
• You cannot change the Is Schedule Template option after a schedule template or nontemplate
is part of a master schedule template. To change the Is Schedule Template option, you must
remove all of the master schedule template/subschedule template and master schedule non-
template/subschedule non-template associations.
• You cannot change the Is Schedule Public option for a template or a non-template for a master
schedule or a subschedule.
• You cannot change the Published option for a template or a nontemplate for a master
schedule.

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Create cross-schedule dependency
Caution:
The All button lists attributes that may not be applicable to schedule management.
You can open and edit the properties from either My Teamcenter or Schedule Manager. To edit the
properties in My Teamcenter:
1. In My Teamcenter, navigate to a schedule.
2. Either double-click the schedule in My Teamcenter or right-click the schedule and choose Send To
→ Schedule Manager.
Teamcenter displays the schedule in Schedule Manager.
3. Select the schedule and choose View → Properties.
Note:
Schedule Manager displays the Properties dialog box with the following options:
• View schedule summary task properties (default)

This option displays the summary task properties. The display is read-only.
• View schedule properties

This option allows you to modify the schedule properties.
4. Click View schedule properties and click OK.
5. Modify the properties you want to update.
6. Click OK.
Create cross-schedule dependency
You can create dependencies between tasks in different schedules.
1. Select a task in an original schedule you created.
2. Choose Schedule → Link → Create Cross Schedule Dependency.

Teamcenter displays the Select a Schedule page in the Create Cross Schedule Dependency wizard.
3. Select the schedule on which to depend.
4. Click Next.

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Teamcenter displays the Select a Task page in the Create Cross Schedule Dependency wizard.
5. Select the task on which to depend.
6. Click Next.
Teamcenter displays the Create a dependency page in the Create Cross Schedule Dependency
wizard.
a. Select Successor or Predecessor from the list.
b. Select a dependency type from the Dependency Type list.
c. Select a value from the Lag list.
7. Click Finish.
The proxy task appears grayed out.
You can also create this dependency by creating a proxy task first, and then linking it to another task.
Delete cross-schedule dependency
1. Select the dependency to delete.
2. Choose Edit → Delete.

If the proxy does not have any other dependencies, Teamcenter displays the Delete Proxy Tasks
dialog box.
4. Click Yes.
Determining the schedule’s critical path
Managing a schedule by critical tasks
Service Scheduler lets you see the schedule’s critical path. The critical path is the task or tasks that would
likely affect the last task in the schedule if they were completed late.
• The critical path is calculated by determining the last task in the project (time wise).
• Any task where a slip would delay the last task in the project is on the critical path.
• Tasks linked by dependencies have a longer critical path (chain of tasks).

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Display critical path
• The tasks on the critical path with the longest sequence of dependent tasks merit the most attention
to on-time completion in order to avoid delays.
Use the critical path to perform better risk assessment and overall project management.
• View all the tasks on the critical path of a regular schedule, template, or master subschedule in the
tree table or the Gantt chart.
Note:
The master subschedule displays the critical path from each individual schedule by itself.
• Specify the color of the highlighted tasks on the critical path (the default color is red).
• Query for all critical tasks to display detailed information about the critical path in the tree table, for
example, the task owner.
• View the slack time for tasks in the tree table.
Note:
Slack time or float is the least amount of time a task can be delayed without affecting the dates
of the successor task.
• Slack time is displayed in the Time Slack column, but it is not a direct property on the task
and cannot be edited.
• The system calculates slack time each time scheduling data related to a critical task changes.
• Values for slack time are displayed only for tasks that have a successor.
Display critical path
1. Choose View → Critical Path → View Critical Path.

The critical path is highlighted in red in both the tree table and the Gantt chart.
2. Choose View → Critical Path → View Critical Path again.

The normal schedule appears. Highlighting is off in both the tree table and the Gantt chart.
Change the critical path display color
1. Choose View → Critical Path → Set Color.

A color palette appears.
2. Choose the color in which you want to view the critical path.

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The system stores the value of the selected color.
Note:
The preference is saved so that the next time you open a schedule, the critical path tasks are
automatically highlighted in the specified color.
Shift a schedule
When the projected timeline of a project changes, you can use the shift schedule feature to change the
start and finish date of a schedule.
Note:
Shifting a schedule on a master schedule shifts the subschedules. This action cannot be undone.
1. Select a schedule in Service Scheduler and choose Schedule → Shift Schedule.

Teamcenter displays the Shift Schedule dialog box.
2. Click the calendar button and either select a new schedule start date from the calendar and
click OK or double-click the new date.
3. Click OK again.
Recalculate a schedule's tasks and their dependencies
You can recalculate a schedule's tasks and their dependencies using the Recalculate Schedule option.
1. Open the schedule in Service Scheduler and select any task or the schedule summary task.
2. Choose Schedule → Recalculate Schedule.

Teamcenter displays the Recalculate Schedule dialog box.
Change the zoom factor
You can zoom in or out on the Gantt chart. Your zoom options are week, month, quarter, and year. To
change the zoom factor, choose View → Zoom Factor, then select the view you want from the list.

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6. Managing schedule resources
Managing schedule resources
As the maintenance planner, you add resources to your work order schedule so you can assign them to
individual scheduled tasks.
You manage the scheduled resources by:
• Managing effort driven scheduling

You change the number of resources assigned to a task to change the amount of work scheduled for
each resource.
• Scheduling resources
You schedule resources by identifying and assigning resources that represent specific roles within the
schedule.
• Managing task resources

You assign the scheduled resources to specific tasks within the schedule.
Note:
Shifting resources, duration, or work within a schedule

Effort-driven scheduling automatically adjusts your schedule if you change a task’s duration, the number
of resources assigned to a task, or the amount of work a task requires. Effort-driven scheduling uses the
following formula, with one of the factors fixed:

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Work = Duration * Resources
In Service Scheduler, effort-driven scheduling is enabled for all tasks by default. You use the Fixed Type
property of the task to control which of the three factors remains fixed and which change to
accommodate changes to the schedule.
The Fixed Type property is set to Fixed Work by default. However, you can set the task type to be Fixed
Resources or Fixed Duration instead.
The following table shows what happens when you fix one of the factors, and then change one of the
other factors.
When you change When you change When you change

Resources, Duration, Work,
Service Scheduler Service Scheduler Service Scheduler
Fixed Type changes changes changes
Fixed Resources Duration Work Duration
Fixed Duration Work Resources Resources
Fixed Work Duration Resources Duration
For example, if you add resources and the Fixed Type property is set to:
• Fixed Resources or Fixed Work—the duration decreases.
• Fixed Duration—the total work increases.
When you assign resources to a Fixed Duration task, Service Scheduler initially sets the work level for
each resource to 100% for the entire duration of the task. However, you can adjust the work percentage
level while assigning resources. If you add another resource, their work level is added to the total work,
instead of reducing the work of the other resources.
Use Fixed Duration tasks when the duration should not change regardless of changes to the number of
resources. For example, you may have a project plan review task where you have assigned five reviewers
one week to review the project plan. Your manager asks to be added as another reviewer. When you add
the manager to the task, you do not want the amount of work to be reduced and you still want all your
reviewers to have one week to review the document. In this case, you set the Fixed Type property to
Fixed Duration. The previously assigned reviewers will have the same amount of time and work to
perform, and the work required for the newly assigned reviewer is added to the total work for the same
duration.
On the other hand, for Fixed Resources or Fixed Work tasks, after the first time resources are assigned,
any change in resources equally divides 100% of the work percentage among all assigned resources. The
total work value does not change.

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Assigning resources to a schedule
If you applied constraints or dependencies to your task, Service Scheduler might prevent changes you
want to make or ask you to remove the constraint. For example:
• If a task has the Fixed constraint applied, you cannot make a change that changes either the task
duration or the start and end dates. If you attempt to add resources to a Fixed Work task with a Fixed
constraint, Service Scheduler displays an error and prevents the change.
• If you attempt to change the start date of a dependent task with the As Soon As Possible constraint
to start before its predecessor task, Service Scheduler warns you that it violates the task constraint
and asks if you want to remove the constraint and continue. If you remove the constraint, the start
date is changed. If you keep the constraint, the task is moved back to its original start date.
If you use Finish Date Scheduling, you adjust the finish date instead of the start date of the task, subject
to constraints.
Note:
Shifting resources, duration, and work totals may cause other parts of the schedule to change,
especially if you have many tasks that have constraints and dependencies. After updating your
tasks, be sure to review the entire schedule to note all of the changes.
Note:
• When the Schedule Task has no resource assignment, the values for duration and work estimate
are same.
• When the Schedule Task has resource assignment with 0% load, the work estimate is the same
as the duration.
You can use Service Scheduler to add resources to your schedule. Once this is done, you assign
resources to individual schedule tasks.
Resources (users, groups, roles, resource pools, and disciplines) are assigned to work on the projects.
The Schedule Membership dialog box allows you to assign resources to a schedule, building a resource
team that you can use to assign to individual tasks when you create your project schedule. The
advantages of adding resources at this stage of the process are:
• Making sure that the resource pool contains the resources needed to accomplish your task.
• Assigning participation levels for each resource.

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• Increasing the accuracy of your schedule.
• Knowing ahead of time whether resources are available for your team.
Set a privileged user
Privileged users only exist on workflow tasks. On a workflow task, work is performed after the workflow
starts and the privileged user must control where the workflow goes upon launch. You assign a
privileged user only for schedule tasks that have associated workflow templates.
A process owner is the user who initiated the workflow process. The process owner is also known as the
process initiator. When the workflow process is initiated, the process owner becomes the responsible
party for the workflow process; the root task of the workflow process is placed in the process owner's
worklist. Whenever any task in the workflow process is not explicitly assigned to another user, person or
resource pool, the responsible party for the task defaults to the process owner.
1. Right-click the task and choose Workflow Task.
2. To set the privileged user for a workflow task, click the Add Privileged User button in the
Workflow Rule Configuration dialog box.
To change the privileged user, click the Edit Privileged User button.
3. Select the user from the User or Resource Pool Selection dialog box and click OK.
4. To remove a user from being the privileged user, click the Remove User button in the Workflow
Rule Configuration dialog box.
5. Click OK in the Workflow Rule Configuration dialog box.
Add resources to a schedule
Note:
Only schedule coordinators can add a resource to, or remove a resource from, a schedule.
1. Open a schedule in Service Scheduler.
2. Choose Schedule → Schedule Membership.

Teamcenter displays the Schedule Membership dialog box.

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Add resources to a schedule
3. Select the check box adjacent to the desired disciplines, groups, roles, users, and resource pools.
When you select the check box, the schedule member appears in the table.
Note:
You can specify rates and currency for users, groups, roles, and resource pools.
4. Assign each schedule member a schedule role by clicking the Role box next to the name of the
resource.
The standard version of Teamcenter includes the schedule roles of Coordinator, Participant, and
Observer. As the schedule creator, you are automatically added as a coordinator.
Note:
Schedule roles are not the same roles appearing in the Organization application pane.
• Coordinator

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A coordinator can read the full schedule information, write the scheduling information, and
write the execution information.
The scheduling information includes schedule dates, milestones, resources, task and schedule
baselines, estimated work, and costs.
The execution information includes the task status, percent complete, work complete, and task
start and finish dates.
• Participant
A participant can read the full schedule information and only write the execution information for
tasks assigned to them (for example, Work Complete). By default, a person added is designated
as a participant.
• Observer
An observer can only read the full schedule information.
Note:
Users inside a discipline that is a schedule member will not get the read access to the
schedule. The user of the discipline that is a member of the schedule will get read access to
the schedule only if that user is designated through a discipline to a schedule task.
5. If you assign a user, the Schedule Membership dialog box displays values in the Rate and
Currency boxes.
If an hourly rate for the user is set using the Organization application, and you have CostDBA
privileges, that value is displayed. You can either accept the value or double-click the Rate box and
overwrite the value.
Note:
To set the hourly rate using the Organization application, launch the Organization
application, expand Users, locate the desired user, right-click, and choose Rates. Enter an
hourly value and, optionally, select a value for Currency.
Double-click the Currency box and select a value from the list. The default currency in Teamcenter
is USD (United States dollars). Service Scheduler supports only one currency but it can be changed
by updating the CostCurrency LOV using the Business Modeler IDE. If you change the
CostCurrency LOV, you must also change the cost_default_currency preference.
6. (Optional) Assign each user a schedule user calendar by clicking the Calendar box next to the
name of the resource. If a schedule user calendar is not defined, you are prompted to create one.
Note:
You cannot assign calendars to groups or disciplines.
7. Click OK.

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Managing the schedule user calendar
Note:
There are some tasks a schedule owner can do that a coordinator cannot do; for example, open an
unpublished schedule and unpublish a schedule.
Only the schedule owner can change the schedule owner. They can also change the original
schedule coordinator.
To change the ownership (owning user, owning group) and replace the original schedule
coordinator:
1. The current owner adds the new owner as a schedule coordinator.
2. The current owner changes the ownership.
3. The new owner removes the old owner from membership (if necessary).
Managing the schedule user calendar
The schedule user calendar allows you to set days off, holidays, and working times in a day for an
individual resource in the context of the schedule. When a schedule user calendar is created, it is blank.
Assigning resources to tasks
Managing task resources
As the project manager responsible for creating a schedule, you define the resources for the project. As
the project scope becomes more defined and you fill in the schedule by adding tasks and milestones,
you are likely to refine your resource needs.
You can start adding the names of resources who will be working on this project as you acquire them.
These may be the names of actual people, or they may be disciplines that act as placeholders until you
are ready to assign actual tasks.
Note:
If you want to use disciplines to categorize the schedule resources, you must create the disciplines
first.
Assign a resource to a task
As the project manager responsible for creating a schedule, you define the resources for the project. As
the project scope becomes more defined and you fill in the schedule by adding tasks and milestones,
you are likely to refine your resource needs.

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You can start adding the names of resources who will be working on this project as you acquire them.
These may be the names of actual people, or they may be disciplines that act as placeholders until you
are ready to assign actual tasks.
1. Right-click the task and choose Assignments → Assign to Task.
2. Click the Organization, Project Teams, Disciplines, or Search tab and select a user, role/group, or
discipline to assign to the task. You can assign a combination role/group and discipline.
a. If you click the Organization or Project Teams tab, select users from the tree and click Add.
• In the Organization tab, you can filter the tree by group, role, user name, or user ID in the
box above the tree.
• In the Project Teams tab, select the project from the Projects list. You can filter the tree by
name in the box above the tree.
Alternatively, you can use Resource Pool Options/Placeholder Options to assign a set of
group or role members as participants instead of individual users. When a group or role is
selected, additional options become available.
If you select You can
A group • Click Any Member so any member of the group can be

assigned to the task
• Or All Members to assign the entire group membership to the

task.
A group and the Assign members from that group later.

Placeholder
Assignment check box
A role under a group • Click Any Member and choose Specific Group to assign any
member of the combined group and role to the task
• Or choose Any Group to assign any member of any group and

the selected role to the task.
A role and the • Choose Specific Group to use the combined group and role as
Placeholder a placeholder
Assignment check box
• Or choose Any Group to use the selected role with any group
as a placeholder.
b. If you click the Disciplines tab, select either a discipline or users from the disciplines tree and
click Add.

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Assign a resource to a task
You can filter the tree by name, user name, or user ID in the box above the tree. No resource
pool options are available.
On a schedule derived from a service plan, if a skill is assigned multiple times in the plan, that
is converted to a discipline in the schedule with a required resource level of the number of
times assigned multiplied by 100%. If you assign the exact number of users required, the
discipline is replaced with the users. If you assign fewer than the number of required users,
the resource load is decreased, allowing you to assign additional users. If you attempt to
assign more users than required, Teamcenter does not add the users and displays an error.
c. If you click the Search tab, select a discipline, placeholder, or qualification to match a user
that you can assign.
To search for Select And then

users
In a discipline The discipline Select one of the users in the Results list and
underneath the task and click Add. The user is assigned in place of the
click the Find Resources discipline.
button.
To replace the The placeholder role/ Select one of the users in the Results list and
placeholder group or role underneath click Add. The user is assigned in place of the
the task and click the placeholder.
Find Resources button.
Who meet the The task, select the Select one or more of the users in the Results
qualification qualification/level, and list and click Add. The users are assigned to
required by the click the Find Resources the task.
task button.
With a higher The Show Alternates Select one or more of the users in the Results
qualification check box. list and click Add. The users are assigned to
level than the task.
required by the
task or with out-
of-date
qualification
If you select a combination placeholder and discipline and attempt to assign a user that does
not match both requirements, the user is assigned as an additional resource instead of
replacing the combination.
You can see the load of the user selected in the Results list by clicking the Show Resource
Graph button.
Qualifications, discipline, and group/role requirements are enforced if the

SM_ENFORCE_ASSIGNMENT_CRITERIA preference is set to true.

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3. Click Add.
4. Change the Load value if needed.
5. Click OK.
Tasks assigned to a user or a resource pool that the user is a member of appears in the Schedule Tasks
folder in their Worklist.
Remove a resource from a task
1. Right-click the task and choose Assignments → Assign to Task.
2. Click the resource you want to remove.
3. Click the Remove button.
4. Click OK.
Replace assignments
Note:
This is an asynchronous process which requires dispatcher services to be running in the
background. Your system administrator can find information about configuring asynchronous
service in Installing and Configuring Dispatcher in the Teamcenter help collection.
1. Select a task or tasks from the task table.
2. Right-click the task or tasks and choose Assignments → Replace Assignment.
Note:
When you replace a resource, you change the task assignment to the new resource. This has
the potential to change the schedule.
3. Under Select Member to replace select a current schedule resource.
4. Under Replace With, select a new resource.

If both the old and new resources were assigned to tasks, the new resource receives the sum of all
assignments.
If the new resource is assigned to a discipline and is not a member of the discipline, he or she is
added as a red entry similar to a non-member of a schedule.
5. Click Done.

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Designate discipline
Designate discipline
When you designate a discipline, you are assigning a single member of each discipline required for a
task. If you want to assign more than one member of a discipline to a task, use the Assignments →
Assign to Task menu command.
Note:
You cannot designate a discipline if there are qualifications assigned to a task.
1. Select the task or tasks.
2. Right-click the task or tasks and choose Assignments → Designate Discipline.
• If there are multiple disciplines assigned to the task or tasks, the Designate Disciplines dialog
box appears. This dialog box shows disciplines that are common to all selected tasks.
Select a discipline and click Next. The Discipline Members dialog box appears.
• If there is only one discipline assigned to the task or tasks, the Discipline Members dialog box
appears. This dialog box shows the users in the schedule belonging to the discipline assigned to
the selected task.
3. In the Discipline Members dialog box, select a member of the discipline to assign to the task.
If the member does not appear in the list, click the Expand button to open a list of members who
are outside of your schedule and select one.
4. Click OK.
The member is assigned to the task. If there are multiple disciplines assigned to the task or tasks,
repeat the selection of discipline and member.
The group/role and discipline requirements for the task are kept.
Revert assignments
You can remove the specified discipline member from a task assignment and revert the assignment back
to the discipline. There are two methods—one directly in the task tree and one in the Task Assignment
dialog box.
• In the task tree:
1. In the task tree, right-click the task or tasks and choose Assignments → Revert Assignments to
Discipline.

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The dialog box that appears shows members of disciplines assigned to the selected task. It also
shows the discipline of which they are a member.
2. Select a member from the Revert Assignments list.
3. Click OK.
• In the Task Assignment dialog box:
1. Right-click the task or tasks and choose Assignments → Assign to Task.
2. In the Task Assignment dialog box, right-click the discipline member assigned to the task and
choose Revert Assignment to Discipline.
The group/role and discipline requirements for the task are kept.
Determining resource availability with resource graphs
What are resource graphs?
A resource graph displays a bar chart showing a user’s workload or tasks between specific start and end
dates. When you place the mouse cursor over a bar in the resource graph, a tooltip displays the task
name and schedule name, the work complete and the work estimate, the percent complete, and the
date for that bar.
You can view a resource graph from either the Organization application or from the Service Scheduler
application. In the Organization application, you can also change the start and end dates to customize
the resource graph view.
Note:
Changes to the task assignments while in a deferred session affect the resource graph, even
though the resource graph is not available for schedules opened in a deferred session. The
resource graph calculations must include the deferred changes made in the current session. The
resource graph when viewed from the Organization application does not reflect any changes
current to the deferred session as the user is outside the context of the Service Scheduler
application.
Configure resource graphs
To view resource graphs using the default Resource Graph Viewers functionality, the following
conditions must be set:
• The Resource Graph Viewers role must be included in a group.
• You must be a member of the Resource Graph Viewers role, and it must be your current role.

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Configure resource graphs
You can specify the Resource Graph Viewers role as your current role when logging in or change
your role to Resource Graph Viewers by choosing Edit → User Settings and selecting Resource
Graph Viewers from the role list.
Note:
• If the TC_current_role preference is set to false, members of the Resource Graph Viewers role
also have read access to all schedules, even when the Resource Graph Viewers role is not the
user’s current role. This is the default value.
• If the TC_current_role preference is set to true, members of the Resource Graph Viewers role
have read access to all schedules only when the Resource Graph Viewers role is that user’s
current role.
Changing the TC_current_role preference has an impact outside of Service Scheduler because it
alters how the core access rules are evaluated.
To provide access to the Resource Graph Viewer for custom roles (for example, the Manager or
Supervisor role), the following conditions must be set:
• As an administrator, navigate to the SM_RESOURCE_GRAPH_VIEWER_ROLE preference and add the

custom role to the preference.
• You must be a member of the custom role, and it must be your current role.

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View a resource graph from Service Scheduler
The following steps apply to the Service Scheduler application:
Note:
You must either be a member of the Resource Graph Viewers role, or a member of a custom role
that has been added to the SM_RESOURCE_GRAPH_VIEWER_ROLE preference, to open resource
graphs; otherwise, the Show Resource Graph button is disabled and the resource graph
symbol does not appear.
1. Right-click a task in the tree view or in the Gantt chart.
2. Choose Assignments → Assign to Task.
3. To open a resource graph:
From Do this
The Schedule Tasks list Select a user, role/group, or discipline and click its symbol in the
Graph column.
In the Organization, Right-click a user, role/group, or discipline and choose Resource

Project Teams, or Graph.
Disciplines tab
In the Search tab Select one or more users from the Results list and click the Show
Resource Graph button.
The resource graph displays a stacked bar chart with daily task workload for your selection.
If the graph shows the load for a set of users, such as a discipline or role/group, you can see an
individual’s resource graph by selecting their name from the User Load list.
Note:
The resource graph shows information relative to the client's time zone. When viewing the graph
for a resource assigned to schedules in other time zones (especially those more than 8 hours
away), it is important to understand how time is displayed in the resource graph. For example, an
8-hour task is assigned on a Monday to a user in India (GMT+5:30), and you are in Los Angeles
(GMT-8). The resource in India, who works 8 a.m. to 12 p.m. and 1 p.m. to 5 p.m. on Monday,
shows work on Sunday and Monday in the resource graph, when viewed in Los Angeles. This is
because 8 a.m. Monday in India is 6:30 p.m. Sunday in Los Angeles. The resource graph shows the
user working for 5.5 hours on Sunday and 2.5 hours on Monday. If you open the schedule, you see
the task starting at 6:30 p.m. Sunday because all dates are also shown in the client's time zone.

© 2020 Siemens
View a resource graph from Organization
View a resource graph from Organization
1. In the lower-left pane of the Organization application, right-click Users and choose View Resource
Graph .
Note:
You must either be a member of the Resource Graph Viewers role, or a member of a custom
role that has been added to the SM_RESOURCE_GRAPH_VIEWER_ROLE preference, to open
resource graphs; otherwise, the Show Resource Graph command is disabled.
2. Double-click Users to expand the list and click a user.

The resource graph displays a stacked bar chart with that user’s daily task workload.
The default resource graph starts one week prior to the schedule start date and spans 15 weeks
(ending one week prior to the schedule end date).
3. To view another user’s resource graph, click that user.

Enabling a resource graph for one user displays resource graphs for all users.
4. To hide the resource graph, right-click Users and choose View Resource Graph.
Change how the resource graph displays
You can change how the resource graph is displayed by right-clicking the graph and selecting one of the
following:
• Properties
Displays the Chart Properties dialog box.
• Change the graph title text, font, and color on the Title tab.
• Change the axes appearance, title label, font, and color as well as tick label and marks on the Plot
tab.
• Change the background and series color on the Other tab.
• Preferences
Display and change the scheduling graph preferences defined in Teamcenter.
• Print
Prints the resource graph.
• Save As
Saves the resource graph in graphical format, such as .png.

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• Zoom In, Zoom Out, Auto Range

Zooms in and out of the resource graph to display the range of data you desire. The Domain Axis is
the X axis and Range Axis is the Y axis.
View and edit resource graph preferences
Resource graph display characteristics are controlled by a set of site preferences. Only users with
sufficient access privileges can change site preferences.
To view or edit the following preferences, right-click the resource graph and choose Preferences.
scheduling_graph_dataSource Specifies data source for resource

graph. When set to randomSample,
the system uses a random sample
generator. When set to
TeamcenterDB (default), the system
uses the Teamcenter database.
Warning:
This preference must be set to
TeamcenterDB in a production
environment.
scheduling_graph_dataSource_filter Specifies the filtering method used

when creating resource graphs.
• none
No filter applied (default)
• selection
Filter for selected schedules
• current
Filter for the current schedule
scheduling_graph_date_format Specifies data format in resource

graph. Valid values can be any
patterns that describe date and time
format. The default value for this
preference is EEE, MMM d.
scheduling_graph_domain_interval Specifies the marked intervals on the

domain axis. Valid values are any
segmented time line value such as
day (default), week, or integer

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View and edit resource graph preferences
values such as 1 for a day or 7 for a

week. Valid values include day,
week, month, 1440, and 10080.
scheduling_graph_domain_label_vertical Specifies the orientation of the

domain labels. When set to true
(default), the label orientation is
vertical. When set to false, the
orientation is horizontal.
scheduling_graph_font_name Specifies a font name. Valid values

can be a font name or font family
name. The default varies by system
type (Windows or Linux).
scheduling_graph_font_size Specifies the point size of the font in

resource graph. Valid values can be
any appropriate integer number. The
default value is 8.This is a site
preference.
scheduling_graph_font_style Specifies font style. Valid values are 0

(default) for normal style, 1 for bold
text, 2 for italic text, and 3 for bold
and italic text.
scheduling_graph_histogram_single_color Specifies single or multiple color bars

in the graph. When set to true
(default) a single color is used. When
set to false, multiple colors are used.
scheduling_graph_reference_calendar Specifies the calendar type to use for

domain (x) and range (y) axis in the
resource graph.
Valid values can be one of the
following calendar types:
'resource_calendar_type',
'system_calendar_type'. The default
value is 'resource_calendar_type'.
This is a site preference.
scheduling_graph_task_legend Enables legend display. When set to

true, the system displays legends for
stacked bars. When set to false
(default), no legends are displayed
for stacked bars.

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Note:
If this preference is set to true,
tooltips do not include
schedule and load information.
scheduling_graph_view Specifies whether to use scroll bars in

the view. Valid values are classic, to
view the graph with scroll bars, and
native (default), to view the graph
without scroll bars.
Note:
• You can also view and edit these preferences in My Teamcenter by choosing Edit → Options
and using the *scheduling* search term.
• The TC_current_role preference specifies if members of the Resource Graph Viewers role
have read access to all schedules, among other impacts. You can view or edit this preference by
choosing Edit → Options in My Teamcenter and searching for it specifically (TC_current_role)
— the *scheduling* search term does not show it.
However, changing the TC_current_role preference has an impact outside of Service Scheduler
because it alters how the core access rules are evaluated.
Reassign job card or job task to another user

A job card or job task can be assigned through a workflow to a user within a particular discipline. If that
user wants to reassign it to another user, the new user must also be within the same discipline if the
AUTOSCHEDULING-person-reassign-validate handler is attached to the workflow task.
1. Select the task you want to reassign in your worklist and click Actions → Assign.
The Assign Responsible Party dialog box displays.
2. Select the new user and click OK.
If the new user is not within the same discipline, Teamcenter displays an error. Click OK and select
a different user within your discipline.
The task moves from your Tasks to Perform folder to your Tasks to Track folder.

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7. Analyzing costs
Managing scheduled costs
Service Scheduler allows sites to define and track costs as they relate to both schedules and tasks.
You track costs by defining:
• Rate modifiers
Rate modifiers are used with resource costing information to calculate schedule and task costs and
are defined by billing types, rates and currency.
• Resource costs
Resource costs are determined by using the hourly rate of the resource and the billing rate.
• Fixed costs
In addition to the costs associated with resources, you can include fixed costs on a schedule or task
basis.
What are rate modifiers?

Rate modifiers are used with resource costing information to calculate schedule and task costs and are
defined by billing types, rates and currency.
• Types
Types are either a multiplier or a custom rate.
• Rates
Rates depend on the type.
If the type is a multiplier, the rate is calculated by multiplying the time used by the resource by the
hourly rate of the resource by the value of the rate box in the Manage Rate Modifiers dialog box.
Rates are decimal values, for example, 1.0 or 1.5.
If the type is a custom rate, the rate is calculated by multiplying the hourly rate of the resource by the
value of the rate box in the Manage Rate Modifiers dialog box. Rates are decimal values of the
specified currency.
• Currency
Currency is the currency used in the calculation of the schedule or task cost.

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7. Analyzing costs
Manage rate modifiers

Note:
• You must have CostDBA privileges to manage rate modifiers.
• You cannot delete a rate modifier that is currently being used.
1. In Schedule Manager, choose Schedule → Rate Modifiers.

Teamcenter displays the Manage Rate Modifiers dialog box.
2. Click Add to add a new line.

Schedule Manager creates an entry in the Manage Rate Modifiers dialog box and displays the
default value of Multiplier in the Modifier Type box.
3. Enter a name for the billing rate in the Name box. The name must be unique. The billing rate name
is used in the Costs dialog box.
4. Click Multiplier in the Modifier Type box to display a list of types. Teamcenter provides values of
Multiplier and Rate.
5. In the Rate box, enter either the multiplier rate, for example, 2.0, or a custom rate, for example,
100.00.
If you specify Rate in the Type box, Schedule Manager displays the default currency in the
Currency box. The default currency in Teamcenter is USD (United States dollars).

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What are resource costs?
Note:
Using the Business Modeler IDE, you can change the Currency list by modifying the
CostCurrency LOV.
6. To modify a billing rate, select the billing name, update the entry and click Finish.
7. To remove a billing rate, select the billing name and click Delete.
What are resource costs?

Resource costs are determined by using the hourly rate of the resource and the billing rate. Resource
hourly rates are set by the Organization application and Schedule Manager.
Using the Cost dialog box, you create, modify, and display cost information regarding resource costs. It
also allows you to define fixed costs associated for both schedules and tasks.
Display task cost information

1. To display cost information for an individual task and, optionally, change the billing codes, select
the task in the task tree, and choose Schedule → Costs.
Note:
You can also set values for fixed costs for the task.
Schedule Manager displays the Costs dialog box for the selected task.
For example, the following figure shows the costs for task-A based on the following parameters.
Parameter Value
Resource hourly rate (User A) $100.00
Total duration of task 16 hours
Time accrued 8 hours

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7. Analyzing costs
2. The default Rate Modifier is always None, but Bill Code, Bill Sub-code, and Bill Type use the
defaults when the task is created. If the top level has General, Accounting, and Standard values,
the tasks (when created) default to General, Accounting, and Standard.
You can change these values using the Costs dialog box. The values for Rate Modifier are those
created using the Manage Rate Modifiers dialog box.
Note:
The value for Rate Modifier is applied to all resources assigned to the task. For example, if
the rate modifier is a multiplier with a value of 1, all resources assigned to the task use a rate
modifier of 1. Different tasks can use different rate modifiers.
3. Click Finish.
Schedule cost information

1. To display cost information for the schedule and, optionally, change the billing codes, select the
schedule in the task tree, and choose Schedule → Costs.

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Schedule cost information
Note:
You can also set values for fixed costs for the schedule.
Schedule Manager displays the Costs dialog box for the selected schedule.
As an example, the following shows the costs for Normal Schedule based on the following
parameters.
Parameter (task-A) Value
Resource hourly rate (User A) $100.00
Parameter (task-R) Value
Resource hourly rate (User B) $125.00
Parameter (task-W) Value
Resource hourly rate (User A and User B) $100.00 for resource User A and $125.00 for
resource User B.

4 hours for resource User A and 4 hours for
resource User B.

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7. Analyzing costs
2. The default values for Bill Code, Bill Sub-code, and Bill Type are unassigned.
You can change these values using the Fixed Costs dialog box.
3. Click Finish.
What are fixed costs?

In addition to the costs associated with resources, you can include fixed costs on a schedule or task
basis. Examples of fixed costs are rental of hardware or licensing of software during the development or
manufacture of the product.
Manage fixed costs

1. Open a Costs dialog box for either a schedule or task.
2. Click New to add a new fixed cost or select a fixed cost and click Details to view/modify a fixed
cost.
Schedule Manager displays the Fixed Cost dialog box.

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Manage fixed costs
Fixed Cost dialog box
3. Enter values as described in the following table.
Note:
The default Bill Code, Bill Sub-code, and Bill Type are the current codes set on the task
where the fixed cost is being added.
Column Description
Name Specifies the name of the fixed cost.
Accrual Type Specifies accrual type. Valid values are Start, Prorated, and
Finish. Accrual types determine when the cost is scheduled to
be accrued.
Estimated Cost Specifies the estimated cost.
Actual Cost Specifies the actual cost.

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7. Analyzing costs
Column Description
Currency Specifies the currency. Values are defined by the CostCurrency

LOV.
Use Actual Cost Specifies that the value of the Actual Cost box is used for the
cost summary. If this box is not checked, the value of the
Estimated Cost box and the Accrual Type box are used to
determine the accrued cost.
Bill Code Specifies the billing code. Values are defined by the BillCodes
LOV.
Bill Sub-code Specifies the billing subcode. Values are defined by the
BillCodes LOV.
Bill Type Specifies the billing type. Values are defined by the Bill Types
LOV.
4. Click Finish.
Note:
Using the Business Modeler IDE, you can add other values to the Bill Code, Bill Sub-code, and Bill
Type list by updating the LOV specified above.

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8. Approving and implementing the
scheduled service work
Approving and implementing the scheduled service work
As the service technician, you implement the scheduled service work to perform the maintenance.
You approve and implement the scheduled service work by:
• Approving the work orders

You normally approve the work orders before implementing the related job cards and job tasks.
• Implementing tasks using workflows

You can submit job cards and job tasks to a workflow process to perform, review or approve the
service action.
• Managing part requests

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8. Approving and implementing the scheduled service work
You create part requests related to work orders, job cards, or job tasks to identify a neutral part that a
service technician requires or wants to use as part of the service implementation.
• Issuing and returning parts

You issue physical parts to a work order, job card, or job task to make the parts available for part
movements. You return the physical parts for resources not consumed during implementation or
parts removed as part of a part movement.
• Managing part movement

You create part movements that identify parts to be uninstalled, installed, or replaced within the
affected physical asset as a result of a job card or job task.
• Setting up upgrade job cards

You define upgrade job cards to specifically handle upgrades by identifying a different neutral
configuration assigned to the impacted part related to the job card.
• Updating the physical configuration

You update the physical configuration on a job card or job task to implement part movements or
rebase the impacted part for an upgrade job card.
• Managing reported discrepancies

You create discrepancies to identify irregularities or observations that are discovered for the physical
asset during the implementation of the related work order, job card, or job task.
• Tracking utilization
You record and track information based on life, observation, and date characteristic definitions
assigned to job cards, job tasks, or physical assets.
Approving the work orders

You normally approve work orders before executing the related job cards and job tasks. You can
approve, cancel, reject, reopen, or close the work order by using a change states workflow that is
defined and configured by your workflow administrator. The work order change states define the status,
degree of completion, and the business decisions during the service scheduling and implementation
process. When you add participants to specific roles in the workflow, those users are responsible for
completing their assigned tasks defined in the workflow process.
The following diagram illustrates the standard approval and closure process that a work order uses.

© 2020 Siemens
Implementing tasks using workflows
You can submit job cards and job tasks to a customized workflow process to perform, review or approve
the service action. In addition, you can configure job cards or job tasks so that when certain conditions
are met, the associated workflows are initiated. The triggering rules or conditions create a workflow
process. If there are updates to the workflow process tasks, a notification is sent to the task so that the
task can be updated.
Note:
A task refers to a job card or job task.
Add workflow task notifications for a task
1. Select a task from the task table.
2. Right-click and choose Workflow Task.

The Workflow Rule Configuration dialog box appears and displays the Workflow Trigger and
Workflow Template boxes.
The default workflow trigger is No workflow trigger and the default workflow template is No
workflow template.

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Note:
The workflow trigger and workflow template can also be set in the tree table.
3. From Workflow Trigger, choose one of the following triggers:
• Predecessors complete (the predecessors have completed)
• Scheduled start date (the scheduled start date has arrived)
• Both scheduled start date and predecessors complete (both of the above)
• Either scheduled start date or predecessors complete (either of the above)
4. Select a workflow in the Workflow Template dialog box.
Note:
If the selected workflow template contains an interactive task, for example, Do Task, Review
Task, or Signoff Task, the task to be performed appears in the user's Inbox. If no interactive
task is present in the workflow template, no workflow notification is displayed.
5. Click OK.
If a schedule is unpublished or is a template, workflow triggers are not processed. Therefore, the
workflows are not processed and the workflows do not appear in the user's Inbox. Only schedules that
are published and are not templates start workflows.
Note:
If you change the finish date of a workflow, the schedule task finish date is no longer changed.
Instead, the workflow sends an e-mail to the schedule owner about the workflow slipping. The
owner can then decide if the schedule should be changed. The In Progress and Complete status
updates are still automatically updated.
Initiate a workflow
1. In the task table, select a workflow task.
2. Choose Schedule → Launch Workflow Now or right-click and choose Launch Workflow Now.
3. In the Confirm Launch Workflow dialog box, click Yes to launch the workflow.

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What is a part request?
Managing part requests
A part request identifies a neutral part that a technician requires or wants to use as part of the service
implementation. You can relate part requests to work orders, job cards, or job tasks.
Example:
A job card to inspect a robot’s wheel assembly was performed and a tire tread was found to be
worn. You create a part request for a new tire tread for the robot’s wheel.
As the following figure shows, you can optionally relate the following to a part request:
• An existing neutral item

The neutral item must be a valid SLM neutral item defined by the IsMRONeutralType business
constant.
• The saved query criteria for a neutral item

You can save the query criteria for a neutral item that does not exist at the time the part request was
created, but may be created at a later date.

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You can perform the following actions on a part request:
• Issue parts against the part request

You can issue physical parts against the part request for a work order, job card, or job task. The part
request must be related to a neutral item in order to issue parts against the part request. When you
create the part request, you specify the quantity of parts needed. The number of issued parts cannot
exceed this value.
• Validate a part request

You can validate part requests to check if there is a neutral item related to the part request with the
Requested Part relation. If none exists, you have the option of searching for and relating an existing
neutral item.
• Close a part request

You can close part requests if you do not want to issue the quantity of parts requested.
• Cancel a part request

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You can cancel part requests if the part request is no longer needed or rejected during an approval
process.
The following table displays the conditions that need to be satisfied when managing part requests. If
the condition is not met, a dialog box appears indicating the condition is not satisfied and you are
unable to perform the action.
Action Condition Default property setting
Create a part SSS0AllowWorkOrderReferences The Closure of the work order

request for a work must be set to Open.
order.
Create a part SSS0AllowsJobActivityReferences The Status of the job card or job

request for a job task must be set to any of the
card or job task. following:
• Not Started
• In Progress
• Late
• Needs Attention
Validate a part SPR0IsPartRequestValidated The Disposition of the part

request. request must be set to
Requested.
Close a part SPR0IsPartRequestClosed The Disposition of the part

Requested.
Cancel a part SPR0IsPartRequestCancelable The Disposition of the part

Requested.
The part request uses service processing states to indicate the maturity state of the part request. The
following table displays the state changes that are caused by actions performed on the part request.
Action on part request Approval value Disposition value
Create a part request. Pending Requested
Cancel a part request. Rejected Canceled

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Action on part request Approval value Disposition value
Issue a part against the part Approved Completed

request.
Close a part request. Approved Completed
Create a part request
1. To create a part request from Service Scheduler, do the following steps:
b. Select the work order, job card, or job task and do one of the following:
• Choose File → New → Part Request.
• On the main toolbar at the top of the Service Scheduler pane, click the Part Request
button .
• Right-click the work order, job card, or job task and choose New → Part Request.
• If the Summary pane is not displayed, right-click the work order, job card, or job task and
choose Open With → Summary.
A. In the Summary pane, click the Parts tab.
B. In the Part Requests section, click Part Request.
2. To create a part request from a task in your work list, do the following steps:
b. Select the work order, job card, or job task from the work list.
c. If the summary pane is not displayed, right-click the work order, job card, or job task and
d. In the Summary pane, click the Parts tab.
e. In the Part Requests section, click Part Request.
3. To create a part request from a required resource, do the following steps:

© 2020 Siemens
Create a part request
a. If the Summary pane is not displayed, select the job card or job task, right-click it, and choose
b. In the Summary pane, click the Parts tab.
c. In the Resources section, click a required resource and then click Create New Part Request.
Note:
The Create New Part Request option is available only for a valid SLM neutral item
defined by the IsMRONeutralType business constant.
d. Make any changes necessary in the Create Part Request Type dialog box and click Finish.
Teamcenter generates a new part request for the selected required resource and places it in the
Part Requests section of the Parts tab.
4. In the Create Part Request Type dialog box, do the following steps to relate or clear a neutral item
from the part request in the Item field.
Actions for item Steps
Add an item. a. Click the button next to the Item field and select Relate
Item.
Item ID The ID of the Alphanumeric (1–32

neutral item. characters)
Name The name of the Alphanumeric (1–128

neutral item. characters)
Description The description of Alphanumeric (1–240

the neutral item. characters)
Owning User The ID of the user Alphanumeric (1–32

who owns the characters)
neutral item.
Owning Group The group who Alphanumeric (1–128

owns the neutral characters)
item.

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Actions for item Steps
Type The type of neutral Alphanumeric (1–32

item. characters)
Created After The neutral items Click the Set Date

created after a button and select a
specific date. date from the
calendar.
Created Before The neutral items Click the Set Date

created before a button and select a
calendar.
Modified After The neutral items Click the Set Date

modified after a button and select a
calendar.
Modified Before The neutral items Click the Set Date

modified before a button and select a
calendar.
Released After The neutral items Click the Set Date

released after a button and select a
calendar.
Released Before The neutral items Click the Set Date

released before a button and select a
calendar.
c. If the neutral item exists:
A. Click Find.
B. Select the neutral item from the results and click OK.
d. If the neutral item doesn’t exist, click Save to save the query
criteria.
Clear an item. a. Click the button next to the Item field and select Clear.

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Validate a part request
5. In the Create Part Request Type dialog box, complete the remaining information to create the
part request.
Field name Definition Valid Values
Name The name of the part request Alphanumeric string (1–

Description The description of the part request Alphanumeric string (1–

(required). 240 characters).
Initiation Date The date the part request is Click the Set Date
initiated. button and select a date
from the calendar.
Due Date The date the part request is due. Click the Set Date
button and select a date
from the calendar.
Quantity Requested The number of requested parts. Integer
Note:
When you issue parts
against the part request, the
number of issued parts
cannot exceed this value.
6. Click Finish to create the part request.
The part request is created and displayed in the Summary pane for the work order, job card, or job
task under the Parts tab.
Validate a part request
You can validate part requests to check if there is a neutral item related to the part request. If none
exists, you have the option of searching for and relating a neutral item.
The condition SPR0IsPartRequestValidated determines whether the part request can be validated. By
default, the disposition of the part request must be set to Requested.
Note:
If this condition is not met, a dialog box appears indicating the condition is not satisfied and you
are unable to validate the part request.
1. To validate a part request from Service Scheduler, do the following steps:

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• Using advanced search, locate the part request.
• Right-click the part request and choose Validate Part Request.
• Locate and select the work order, job card, or job task that has the part request you want to
validate and do the following:
• If the summary pane is not displayed, right-click the work order, job card, or job task and
A. Click the Parts tab.
B. In the Part Requests section, select the part request to validate and click Validate
Part Request.
2. To validate a part request from a task in your work list, do the following steps:
In the Summary pane, perform the following:
e. In the Part Requests section, select the part request to validate and click Validate Part
Request.
If the part request already has a related neutral item, a dialog box appears indicating the part
is already validated.
3. Click OK to close the dialog box.
4. If the part request does not have a related neutral item, the Search dialog box appears.
a. Enter the information to set up filters for searching.

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Close a part request
Note:
If you saved the query criteria for a neutral part when creating the part request, the
fields are filled in with the values from the saved query.
b. Click Find.
c. From the results list, select the neutral item you want to relate to the part request and click
OK.
The neutral item is related to the part request and is displayed in the summary pane for the
related job card, job card or job task under the Parts tab.
Close a part request
You can close part requests if you do not want to issue the quantity of parts requested.
The condition SPR0IsPartRequestClosed determines whether the part request can be closed. By
Note:
are unable to close the part request.
1. To close a part request from Service Scheduler, do the following steps:
• Right-click the part request and choose Close Part Request.
B. In the Part Requests section, select the part request to close.

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C. Click More Actions and choose Close Part Request.
2. To close a part request from a task in your work list, do the following steps:
In the Summary pane, perform the following:
e. In the Part Requests section, select the part request to close.
f. Click More Actions and choose Close Part Request.
3. In the Close Part Request Warning Dialog dialog box, click Yes to close the part request.
The following properties of the closed part request are changed.
Property New value
Approval Approved
Disposition Completed
Cancel a part request
You can cancel part requests if the part request is no longer needed or rejected during an approval
process.
The condition SPR0IsPartRequestCancelable determines whether the part request can be closed. By
Note:
are unable to cancel the part request.
1. To cancel a part request from Service Scheduler, do the following steps:

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Cancel a part request
• Right-click the part request and choose Cancel Part Request.
B. In the Part Requests section, select the part request to close.
C. Click More Actions and choose Cancel Part Request.
2. To close a part request from a task in your work list, do the following steps:
e. In the Part Requests section, select the part request to close.
f. Click More Actions and choose Cancel Part Request.
3. In the Cancel Part Request Warning Dialog dialog box, click Yes to cancel the part request.
The following properties of the canceled part request are changed.
Property New value
Approval Approved
Disposition Canceled

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Issuing and returning parts
Issuing and returning parts
You can issue physical parts to a work order, job card, or job task. When you issue a physical part, the
physical location of the physical part changes from its current location to the location specified on the
work order. The physical parts now become available when you create part movements for a job card or
job task. You can issue physical parts with or without a part request.
When you issue parts with a part request, the approval state of the part request is set to Approved and
the disposition state is set to Completed. The number of issued parts cannot exceed the quantity of
parts defined by the part request.
As the following figure shows, you can issue physical parts realized from the related neutral part or from
a valid global alternate.
You can return the physical parts that have been issued for a work order, job card, job task, or part
request. The returned parts can be for resources not consumed during implementation or parts
removed as part of a part movement. When you return parts, you have the option of returning them to
a specific location or disposition.
Issue parts
1. To issue parts from Service Scheduler, do the following steps:

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Issue parts
• Right-click the work order, job card, job task, or part request and select Issue Part.
A. Click the Parts tab.
B. Select the part request you want to issue a part for and click Issue Part.
2. To issue parts from a task in your work list, do the following steps:
e. Select the part request you want to issue a part for and click Issue Part.
3. In the Issue Parts dialog box, click the Search tab and complete the following information to set
up filters for searching.
Part number The part number of the Alphanumeric (1–32 characters)

physical part.
If you are issuing a part for a
part request that has a
related neutral item, this
field is already filled in with
the neutral item part
number.
Name The name of the physical Alphanumeric (1–128 characters)

part.
Serial Number The serial number for the Alphanumeric (1–128 characters)
generated physical part.

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Serial Number After The serial number used to Alphanumeric (1–128 characters)
filter physical parts with
serial numbers greater than
the serial number entered.
Serial Number Before The serial number used to Alphanumeric (1–128 characters)
filter physical parts with
serial numbers less than the
serial number entered.
Lot Number The lot number for the Alphanumeric (1–128 characters)
generated physical part.
Manufacturer's ID The manufacturer ID of the Alphanumeric (1–128 characters)

physical part.
The Manufacturer's ID box
is automatically populated if
you entered a lot number.
Manufactured After The manufacturing date Click the Set Date button and
used to filter physical parts select a date from the calendar.
with manufacturing dates
greater than the date
entered.
Manufactured Before The manufacturing date Click the Set Date button and
used to filter physical parts select a date from the calendar.
with manufacturing dates
before the date entered.
Manufacturing Date The manufacturing date of Click the Set Date button and
the physical structure. The select a date from the calendar.
manufacturing date must be
before the installation date.
Location Name The physical location of the Select the physical location from
physical part. the list.
Disposition Value The disposition of the Select the disposition from the
physical part. list.
4. Click Find.
If you are issuing a part without a part request, the search results are displayed with the list of
installable parts that are not in the physical location of the work order. If you are issuing a part with
a part request, the search results are displayed with the list of preferred parts and alternate parts
that are not in the physical location of the work order.

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Return parts
5. Select the physical parts you want to issue.
6. Click OK to issue the parts.
The physical locations of the issued parts are changed to the physical location of the work order.
Return parts
You can return physical parts that have been issued for a work order, job card, job task, or part request.
When you return parts, you return them to a specific location and optionally a new disposition.
2. Locate the work order, job card, job task, or part request where you want to return the physical
parts.
3. Right-click the work order, job card, job task, or part request and select Return Parts.
4. In the Return Parts dialog box, complete the following information.
Location The physical location for the returned part Click and select a physical
(required).
location.
Disposition The disposition for the returned part. Click and select a disposition.
Leave blank to keep the current
disposition.
Return Date/ The date the part is returned. Click the Set Date button and
Time select a date from the calendar.
Note:
If you do not enter a value for the
return date, the date is set from the
current date/time on the server.
5. From the displayed list of parts, select the parts that you want to return and click OK.
The parts are returned to the selected location.

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Managing part movement
What is part movement?
Part movement is a record of each physical part that is installed, replaced, or uninstalled as a result of a
job card or job task. Each installation or uninstallation of a physical part must have a unique part
movement record.
You can only create part movements for job cards and job tasks with no children.
The SSS0AllowsJobActivityReferences condition set in Business Modeler IDE determines whether you
can relate a part movement to a job or job task. By default, the Status property for the job card or job
task must be set to any of the following:
• Not Started
• In Progress
• Late
• Needs Attention
To ensure the correct physical configuration for the job card or job task is used, you cannot add part
movements to a job card or job task for:
• Job cards or job tasks that have assigned characteristic values.
• Job cards that are upgraded.
You can create the following types of part movements.
Type of Part Movement Description
Uninstall An uninstall part movement uninstalls a physical part from

the physical structure.
Install An install part movement installs an existing or new

physical part into the physical structure.
Replace A replace part movement uninstalls a part from a physical

structure and installs an existing or new replacement
physical part into the physical structure.
When you create a part movement to install or replace a physical part, you can choose the physical part
to install by:

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Create part movement – uninstall
• Selecting the physical part from a list of issued parts.

The list of issued physical parts is populated by the parts that are issued at the level of the job activity
being performed or by the parts issued to the parents of the active activity.
• Searching for an existing physical part in the same location as the physical asset related to the job
card or job task.
• Selecting the Is New option to create a new physical part.

If the Is New option is set to a value of true, you can specify an existing neutral part to be used as the
basis for a new physical part.
Part movements can be categorized as traceable or untraceable. Traceable part movements are
necessary for parts that affect the physical structure. The changes to the physical structure from a
traceable part movement are not applied until the parent service event is approved. Untraceable part
movements capture only the part number and serial number of the physical part and are used for parts
that do not affect the physical structure, such as a filter change.
After you create the part movements, they are displayed in the summary pane under the Parts tab for
the associated job card or job task.
To implement the part movements, you must update the physical configuration. You can update the
physical configuration manually or submit the update through a customized workflow for approval.
2. From the Service Scheduler view, select the job card or job task to associate with the new part
movement.
Note:
The job card or job task must not have any children.
3. Create a part movement in one of the following ways:
• Choose File → New → Part Movement.
• Right-click and choose New Part Movement.
4. In the Create Part Movement dialog box, complete the following information for the part
movement.

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Parent Job card or job task associated with this Click and select one of the
part movement (required).
following values:
• Add allows you to search for

an existing job card or job task
to associate with this part
movement.
• Clear clears any service event
that is contained in this field.
Name The name of the part movement Alphanumeric string (1–128

(required). characters).
Description The description of the part movement. Alphanumeric string (1–240

characters).
Part Movement The type of part movement (required). Select Uninstall to create an
Type uninstall part movement.
Is Traceable Determines whether this part movement is true (default value) or

for a part that affects the physical false.
structure. If set to false, the system only
captures the part number and serial
number of the physical part being
uninstalled.
Action Date The date of the part movement. Click the Set Date button and
select a date from the calendar.
Note:
action date, the date is set from the
current date/time on the server
where the part movement is created.

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5. Click Show As-Maintained Structure to open the pane to load the as-maintained physical
structure.

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The Maintenance tree pane displays the impacted part related to the job card. If the job card has
no impacted part, the physical asset related to the job card is displayed.
6. From the Maintenance tree pane, select the physical part you want to uninstall.
Note:
If a part in the physical structure is missing and has no generated physical part, the part is
highlighted in red and is represented by a neutral part. You cannot select that part for the
uninstallation.
7. Click OK. Alternatively, click Close to exit.
The following occurs:
• The Parent Physical Element field now contains the physical structure parent part.
• The Usage Name field now contains usage of the selected physical part.
8. Complete the following information for the uninstall part movement.
Part Number The part number of the new physical part. Alphanumeric string (1–128
The part number is valid only if the field Is characters).
Traceable is set to false indicating the part

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you are uninstalling does not exist as a

neutral part in the database.
Serial Number The serial number of the new physical part. Alphanumeric string (1–128
Manufacture The manufacturer ID of the new physical Alphanumeric string (1–128

ID part. The part number is valid only if the characters).
field Is Traceable is set to false indicating
the part you are uninstalling does not exist
as a neutral part in the database.
Lot Number The lot number of the new physical part. Alphanumeric string (1–128
Uninstall The physical location of the uninstalled Click and select one of the
Location part.
following values:
• Add to select the physical

location from the displayed list
of preferred physical locations.
• Clear to clear the physical
location that is contained in
this field.

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9. Click Finish to create the uninstall part movement. Alternately, click Cancel to exit.
The part movement is created and displayed in the Summary pane for the job card or job task
under the Parts tab.

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Create part movement – install or replace
The applicable part movement changes are not applied to the physical structure until the
configuration is updated. After the configuration update, the physical part is uninstalled from the
structure.
1. From the navigation pane, click Service Scheduler
2. From the Service Scheduler view, select the job card or job task to associate with the new part
movement.
Note:
3. Create a part movement in one of the following ways:
• Choose File → New → Part Movement.
• Right-click and choose New Part Movement.
4. In the Create Part Movement dialog box, complete the following information for the part
movement.
Parent The parent service event associated to this Click and select one of the
part movement (required).
following values:

an existing job card or job task
to associate with this part
movement.
• Clear clears any service event
Name The name of the part movement Alphanumeric string (1–128

Description The description of the part movement. Alphanumeric string (1–240

characters).
Part Movement The type of part movement (required). Select Install to create an install
Type part movement.

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Select Replace to create a

replacement part movement.
Is Traceable Determines whether this part movement is true (default value) or

for a part that affects the physical false.
structure. If set to false, the system only
captures the part number and serial
number of the physical part being
installed.
Is Approved Determines whether this part movement is true or

Deviation an approved deviation. false (default value).
Is Extra to Determines whether this part movement is true or

Design extra to design. false (default value).
Action Date The date of the part installation. Click the Set Date button and
select a date from the calendar.
Note:
action date, the date is set from the
current date/time on the server
where the part movement is created.

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5. Click Show As-Maintained Structure to open the pane to load the as-maintained physical
structure.

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The Maintenance tree pane displays the impacted part related to the job card. If the job card has
no impacted part, the physical asset related to the job card is displayed.
6. From the Maintenance tree pane:
• If the Part Movement Type field is set to Install, select the physical part to identify the usage of
the part you want to install.
• If the Part Movement Type field is set to Replace, select the physical part to identify the usage
of the part you want to uninstall and replace.
Note:
If the Part Movement Type field is set to Replace, you cannot select a part for
replacement that is uninstalled or missing.
Note:
• If Is Extra to Design is set to true, select the physical part parent of the structure where
you want to install the extra to design part.
• If a part in the physical structure is missing and has no generated physical part, the part is
highlighted in red and is represented by a neutral part. You cannot select that part for
replacement.
7. Click OK. Alternatively, click Close to exit.
The following occurs:

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• The Parent Physical Element field now contains the physical structure parent part.
• The Usage Name field now contains usage of the selected physical part.
8. From Create Part Movement pane, complete the following information for the part movement.
Is New Determines whether this part exists as a true or

neutral part in the database and does not false (default value)
have a realized physical part.
Neutral Part The neutral part that is used to create the Click and select one of the
new physical part to be installed.
following values:
Note:
This field is only valid if Is New is set an existing neutral part.
to true indicating the neutral part • Clear clears any neutral part
does not have a realized physical that is contained in this field.
part.
Physical Part The physical part to install. Click and select one of the
following values:
Note:
This field is only valid for the • Add allows you to search for
following conditions: an existing physical part to
install.
• The field Is New is set to false The search results display the
indicating the physical part valid preferred, alternate,
selected for the install already substitute, and deviated
exists. physical parts that can be
installed.
• The field Is Traceable is set to • Clear clears any physical part
true indicating it is traceable part that is contained in this field.
movement.
Part Number The part number of the new physical part. Alphanumeric string (1–128
you are installing does not exist as a
Serial Number The serial number of the new physical Alphanumeric string (1–128
part. The part number is valid only if the characters).

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the part you are installing does not exist as

a neutral part in the database.
Manufacture ID The manufacturer ID of the new physical Alphanumeric string (1–128

part. The part number is valid only if the characters).
the part you are installing does not exist as
a neutral part in the database.
Lot Number The lot number of the new physical part. Alphanumeric string (1–128
you are installing does not exist as a
Uninstall The physical location of the uninstalled Click and select one of the
Location part.
following values:
Note:
• Add to select the physical
This field is only available if the Part location from the displayed list
Movement Type field is set to of preferred physical locations.
Uninstall or Replace. • Clear to clear the physical
location that is contained in
this field.

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Note:
You do not need to define the part to be installed while creating the part movement.
However, if you do not define it now, you must update the part movement with the
information before the job card or job task can be closed.
If the part is not defined when a user attempts to close the job card or job task, Teamcenter
either displays an error or sends an e-mail to the current user with a warning, depending on
the setting of the PART_MOVEMENT_VALIDATION_ERROR preference.
If the job card or job task is in a workflow process and its state is changed to Complete,
Teamcenter displays an error if the part is not defined.
9. Click Finish to create the install part movement. Alternately, click Cancel to exit.
The part movement is created and displayed in the Summary pane for the job card or job task
under the Parts tab.
The applicable part movement changes are not applied to the physical structure until the
configuration is updated. After the configuration update, the physical part is uninstalled from the
structure.
Edit a part movement
Note:
You can also edit a part movement for a job card or job task in My Teamcenter from a task in your
work list.
2. Locate the job card or job task where you want to edit the part movement.
Summary.
4. In the Summary pane, click the Parts tab.
5. In the Part Movements section, right-click the part movement and choose PropertiesUpdate
Properties.
6. Click Checkout and Edit.
7. Edit the information for the part movement.
8. Click Save and Check-In or SaveFinish.

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Remove a part movement
Remove a part movement
Note:
You can also remove a part movement for a job card or job task in My Teamcenter from a task in
your work list.
2. Locate the job card or job task where you want to remove the part movement.
Summary.
4. In the Summary pane, click the Parts tab.
5. In the Part Movements section, right-click the part movement and choose Cut.
The part movement is removed.
Define an upgrade job card

You can define upgrade job cards to specifically handle upgrades by identifying a different neutral
configuration assigned to the impacted part related to the job card. If the job card does not have an
impacted part, the physical asset defined for the job card is used. An upgrade job card is used to rebase
the physical asset to a new configuration, part number, or revision.
You can define upgrade job cards for only those job cards that have no children.
Example:
You create a variant for a bearing housing assembly to determine if a regular bearing housing or
heavy-duty bearing housing is used in a neutral structure. The neutral structure assigned to the
physical asset has the variant set to use the regular bearing housing. However, the conditions have
changed requiring you to use the heavy duty bearing housing. If you plan to replace the regular
bearing housing with the heavy duty bearing housing, you create an upgrade job card that
updates the neutral configuration to use the variant for the heavy duty bearing housing
configuration.
To ensure the correct physical configuration for the job card is used, you cannot define upgrade job
cards when:
• The job card has part movements.
• The job card has assigned characteristics.

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You must update the configuration to rebase the physical asset after you have set up the upgrade. You
can update the physical configuration manually or submit the update through a customized workflow
for approval.
2. From the Service Scheduler view, locate the job card that you want to set up the upgrade for.
3. Right-click the job card and choose Setup Upgrade.
4. In the Setup Upgrade dialog box, choose one the following options:
To Do this:
Reconfigure the neutral • Click Reconfigure Neutral Item and click OK.
structure using revision The neutral structure for the parent service plan appears in the
rules and variants Search` dialog box under the Configure tab.
configuration.
Search for a different a. Click Advanced.

neutral revision or
configuration. b. Click Search New Neutral Item Revision and Configure and
click OK.
c. In the Search dialog box, type the values for the properties to
filter your search and click Find.
You can use wild cards in any of the property fields for
searching.
d. Select the part revision from the results list and click
Configure.
Search for a different a. Click Advanced.

neutral configuration using
the saved structure context b. Click Search Saved Structure Context and click OK.
name.
c. In the Search dialog box, type the structure context name and
click Find.
You can use wild cards in any of the property fields for
searching.
d. Select the part from results list and click Configure.
5. Click Latest Working to optionally set a revision rule and click OK.

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Updating the physical configuration
6. Select a part in the structure and click Click to add a variant rule to optionally set a variant rule
and click OK.
7. Click Finish to upgrade to a new revision of the neutral structure or a different neutral structure.
You update the physical configuration on a job card or job task to perform the following:
Note:
• Execute the physical structure part movements related to the job activity.
Example:
As the following figure shows, you update the configuration for a job card that contains a part
movement to uninstall a compressor. The compressor is uninstalled from physical structure
after the physical configuration update.
• Rebase the impacted physical part for a job card, if the job card is an upgrade job card.

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Example:
A job card contains an impacted physical structure that specifies a variant condition to use a
default compressor or an XL compressor. The default variant condition is used for the original
generated physical structure, but now you need to change the variant condition to use the XL
compressor. As the following figure shows, you set up an upgrade job card to rebase the
physical structure to the neutral structure that uses the variant condition for the XL compressor.
After the physical configuration update, the default compressor is changed to an extra to design
part and the XL compressor is displayed as a missing part in the physical structure.
You can update the physical configuration manually or submit the update through a customized
workflow for approval.
Update the configuration to implement part movements
1. To update the configuration from Service Scheduler, do the following steps:
b. Select the job card or job task and do one of the following:
• Right-click the job card or job task and choose Update Configuration.
With → Summary.

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Update the configuration to rebase the physical structure
In the Summary pane, click the Parts tab and in the Update Configuration section, click
Update Configuration.
2. To update the configuration from a task in your work list, do the following steps:
With → Summary.
e. In the Update Configuration section, click Update Configuration.
3. From the Update Configuration dialog box, select the part movements you want to implement.
Note:
The part movement must have its More Data Needed property set to False before it can be
implemented.
You might not have originally defined the part to be installed or replacement part because it
was unknown at the time. Updating the part movement allows you to define the part to be
installed during the install or replace part movement.
4. Click OK to update the configuration.
Update the configuration to rebase the physical structure
1. To update the configuration from Service Scheduler, do the following steps:

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• Right-click the job card or job task and choose Update Configuration.
With → Summary.
B. In the Update Configuration section, click Update Configuration.
2. To update the configuration from a task in your work list, do the following steps:
With → Summary.
e. In the Update Configuration section, click Update Configuration.
3. In the Update Configuration dialog box, click the Set Date button and select a date from the
calendar to set the rebase date.
4. Click OK to update the configuration.
Managing reported discrepancies
What are discrepancies?
Discrepancies are irregularities or observations that are discovered for the physical asset during the
implementation of the related work order, job card, or job task. Discrepancies can also identify if there
was a failure with the physical part. A reported discrepancy can also contain fault information about the
part. This fault information, or fault code, is an identifier that indicates an itemized fault or problem that
a manufacturer has identified with a part. Physical parts can also report fault codes as a result of internal
diagnostics.
You relate a work order, job card, or job task to a service discrepancy to identify that the work order
addresses the service discrepancy. The related work order, job card, or job task is identified as the
corrective action for the service discrepancy. On completion of a work order or job card or job task, the
discrepancy related by the corrective action relationship is also completed.

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Create a reported discrepancy
Example:
As the following figure shows, you create a reported discrepancy for a worn tire tread found while
executing a job card to inspect the robot. You assign the corrective action for the discrepancy to a
job card to replace the tire tread.
1. To create a reported discrepancy from Service Scheduler, do the following steps:
b. Select the work order, job card, or job task and do one of the following:
• Choose File → New → Discrepancy.
• Click the Discrepancy button on the main toolbar at the top of the Service Scheduler
pane.

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• Right-click the work order, job card, or job task and choose New → Discrepancy.
A. In the Summary pane, click the References tab.
B. In the Discovered Discrepancies section, click Discrepancy.
2. To create a reported discrepancy from a task in your work list, do the following steps:
d. In the Summary pane, click the References tab.
e. In the Discovered Discrepancies section, click Discrepancy.
3. In the Create Reported Discrepancy Type dialog box, complete the following information for the
reported discrepancy.
Name The name of the reported discrepancy Alphanumeric string (1–128

ID The identification number of the reported Alphanumeric string (1–32

discrepancy. characters).
Activity The activity number of the reported Alphanumeric string (1–32

Number discrepancy. characters).
Description The description of the reported Alphanumeric string (1–240

discrepancy. characters).
Initiation Date The date that the discrepancy is first Click the Set Date button and
recorded. select a date from the calendar.
Severity The severity level of the discrepancy. Select one of the following
values:
• Critical
• Major
• Minor

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Is Failure Determines whether this discrepancy is a true or

part failure. false (default value)
Discovered By The name of the person that discovered Alphanumeric string (1–40
the discrepancy. This is automatically characters).
populated from the job card or job task.
Discovery Date The date that the discrepancy was You can change the date by
discovered. This is automatically populated clicking the Set Date button
from the job card or job task. and selecting a date from the
calendar.
Due Date The date that the corrective action work Click the Set Date button and
needs to be complete. select a date from the calendar.
Physical Part In The physical part associated with this Click and select one of the
Progress reported discrepancy (required).
following values:
• Add allows you to search for a

physical part to associate with
this reported discrepancy.
• Clear clears any physical part
Fault Code Associated fault codes for this reported Click and select one of the
discrepancy.
following values:
• Add allows you to search for a

fault code to associate with
this reported discrepancy.
The Fault Codes tab displays
all fault codes that are
attached to the neutral part
from which the physical part
is realized. Click the Search
tab to look for other fault
codes, which are displayed on
the Search Results tab.
• Remove clears the selected
fault code in this box.
4. Click Finish to create the reported discrepancy. Alternatively, click Cancel to exit.
The discrepancy is created and displayed in the Summary pane for the work order, job card, or job
task under the References tab.

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Edit a reported discrepancy
Note:
You can also edit a reported discrepancy for a work order, job card, or job task in My Teamcenter
from a task in your work list.
2. Locate the work order, job card, or job task where you want to edit the reported discrepancy.
5. In the Discovered Discrepancies section, right-click the discrepancy and choose Properties.
6. Click Checkout and Edit.
7. Edit the information for the reported discrepancy.
8. Click Save and Check-In or Save.
Remove a reported discrepancy
Note:
You can also remove a reported discrepancy for a work order, job card, or job task in My
Teamcenter from a task in your work list.
2. Locate the work order, job card, or job task where you want to remove the reported discrepancy.
5. In the Discovered Discrepancies section, right-click the discrepancy and choose Cut.
The discrepancy is removed.

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Create a corrective action from a selected discrepancy
Create a corrective action from a selected discrepancy
You can create a corrective action from a selected discrepancy from Service Scheduler or from a task in
your worklist.
To create the corrective action from a selected discrepancy from Service Scheduler, do the following
steps:
2. Use advanced search to search for the discrepancy you want to add the corrective action to.
If the summary pane is not displayed, right-click the work order, job card, or job task that contains
the reported discrepancy and choose Open With → Summary.
In the Summary pane, click the References tab.
The reported discrepancies are displayed under the Discovered Discrepancies section.
3. Right-click the reported discrepancy and choose one of the following:
• Add Corrective Action → Corrective Action to Job Card to add the corrective action to a job
card.
• Add Corrective Action → Corrective Action to Job Task to add the corrective action to a job
task.
• Add Corrective Action → Corrective Action to Work Order to add the corrective action to a
work order.
To create the corrective action from a selected discrepancy from a task in your work list, do the following
steps:
1. From the navigation pane, click My Worklist.
2. Select the work order, job card, or job task from the work list.
3. If the summary pane is not displayed, right-click the work order, job card, or job task that contains
the reported discrepancy and choose Open With → Summary.
The reported discrepancies are displayed under the Discovered Discrepancies section.
After you create the corrective action, use the Search dialog box to set up filters for searching the job
card, job task, or work order where you want to create the corrective action.

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1. In the Search dialog box, click the Search tab and complete the following information.
Name Name of the job card, job Alphanumeric (1–128 characters)

task, or work order.
Description Description of the job card, Alphanumeric (1–128 characters)

job task, or work order.
Owning User ID of the user who owns the Alphanumeric (1–128 characters)
job card, job task, or work
order.
Owning Group Group who owns the job Alphanumeric (1–128 characters)
card, job task, or work order.
Created After Job cards, job tasks, or work Click the Set Date button and
orders created after a select a date from the calendar.
specific date.
Created Before Job cards, job tasks, or work Click the Set Date button and
orders created before a select a date from the calendar.
specific date.
2. Select the job card, job task, or work order from the results list and click OK.
The corrective action for the discrepancy is assigned to the selected job card, job task, or work
order.
Create a corrective action from a selected work order, job card, or job task
1. To create the corrective action from a selected work order, job card, or job task from Service
Scheduler, do the following steps:
• Right-click the job card, job task, or work order and choose Add Corrective Action →
Search Discrepancy.
• If the summary pane is not displayed, right-click the work order, job card, or job task that
contains the reported discrepancy and choose Open With → Summary.
A. In the Summary pane, click the References tab.
B. In the Corrected Discrepancies section, click Search Discrepancy.

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Create a corrective action from a selected work order, job card, or job task
2. To create the corrective action from a selected work order, job card, or job task from a task in your
work list, do the following steps:
c. If the summary pane is not displayed, right-click the work order, job card, or job task that
contains the reported discrepancy and choose Open With → Summary.
d. In the Summary pane, click the References tab.
e. In the Corrected Discrepancies section, click Search Discrepancy.
3. In the Search dialog box, click the Search tab and complete the following information to set up
filters for searching the discrepancies.
Name The name of the Alphanumeric (1–128 characters)

discrepancy.
Description The description of the Alphanumeric (1–128 characters)

discrepancy.
Owning User The ID of the user who owns Alphanumeric (1–128 characters)
the discrepancy.
Owning Group The group who owns the Alphanumeric (1–128 characters)
discrepancy.
Authorized By The name of the person that Alphanumeric string (1–40

authorized the discrepancy. characters).
Discovered By The name of the person that Alphanumeric string (1–40

discovered the discrepancy. characters).
Discovery Date The date that the Click the Set Date button and
discrepancy was discovered. select a date from the calendar.
Initiation Date The date that the Click the Set Date button and
discrepancy was initiated. select a date from the calendar.
Due Date The date that the corrective Click the Set Date button and
action work needs to be select a date from the calendar.
complete.

© 2020 Siemens
Created After Discrepancies created after a Click the Set Date button and
specific date. select a date from the calendar.
Created Before Discrepancies created before Click the Set Date button and
a specific date. select a date from the calendar.
4. Select the discrepancies from the results list and click OK.
The corrective action is assigned to the job card, job task, or work order for the selected
discrepancies.
Remove a corrective action
Note:
You can also remove a corrective for a work order, job card, or job task in My Teamcenter from a
task in your work list.
2. Locate the work order, job card, or job task where you want to remove the corrective action.
5. In the Corrected Discrepancies section, right-click the corrective action and choose Cut.
The corrective action is removed.
Tracking utilization information
Tracking utilization information
A user such as a service technician can record and track utilization information based on life,
observation, and date characteristic definitions. You can record values for the assigned characteristics
defined for the following:
• Job cards
• Job tasks

© 2020 Siemens
Create a logbook
• Physical assets
When you record the utilization for a job card or job task, you have the option of recording the
utilization for the impacted part related to the job card. If the job card does not have an impacted
part, the physical asset related to the job card is used. To record utilization on a physical part, you
must have already assigned the characteristics to the related realized neutral item before the physical
part was generated.
Life characteristics are cumulated for the physical part and can be propagated throughout the entire
physical structure if any of the child physical parts share the same life characteristics.
You must create a logbook before recording the utilization information.
Create a logbook
2. Select a folder where you want to create the new logbook.
3. Choose File → New → Log Book.
4. In the New Log Book dialog box, enter the following information for the new logbook.
Log Book Name The name of the logbook. Alphanumeric (1–128

characters)
Description The description of the logbook. Alphanumeric (1–240

characters)
5. Click OK to create the logbook. Alternatively, click Cancel to exit.
Record utilization information
1. To record utilization from Service Scheduler, do the following steps:
• Right-click the job card or job task and choose Record Utilization.
With → Summary.
A. In the Summary pane, click the Properties tab.

© 2020 Siemens
B. In the Record Utilization section, click Record Utilization.
2. To record utilization from a task in your work list, do the following steps:
With → Summary.
d. In the Summary pane, click the Properties tab.
e. In the Record Utilization section, click Record Utilization.
3. In the Record Utilization dialog box, enter the following information.
Log Book The logbook used to record the Click and select the
utilization.
logbook from the list.
You must create a logbook before
recording the utilization
information.
Description The description of the utilization. Alphanumeric (1–240

characters)
Recording Time The date the utilization was Click the Set Date button
recorded. and select a date from the
calendar.
Note:
If you do not enter a value
for the recording time, the
date is set from the current
date/time on the server.
Captured by The user who captured the Alphanumeric (1–128

utilization information. characters)
4. Select the Propagate check box to propagate the same data to any child physical part of the
physical asset or impacted part that shares the same the life characteristic definitions.
5. Enter the following information for the utilization.

© 2020 Siemens
Viewing the utilization
• For a life characteristic, type the value.
• For an observation characteristic, type the value.
• For a date characteristic, click the Set Date button and select a date from the calendar.
• Select the For Physical Part check box if you want to record the utilization for the related
physical part in addition to the job card or job task. Leave it unchecked to record the utilization
for the job card or job task only. This option is unavailable if the physical part does not have the
assigned characteristic.
Note:
The physical part is the impacted part for the job card. If the job card does not have an
impacted part, the physical asset for the job card is used.
6. Click OK to record the utilization. Alternatively, click Cancel to exit.
The recorded utilization for the job card or job task is displayed in the Summary pane under the
Properties tab.
Viewing the utilization
You can view the recorded utilization for the job card, job task or physical asset.
The following utilization information is displayed for when you view the utilization for a job card, job
task, or the physical part.
Column name Description
Characteristics Name Specifies the name of the characteristic definition.
Unit Specifies the unit used for the characteristic

definition.
Time Since New Specifies the sum of all recorded values for a life
characteristic definition. If a revision rule is being
used, the value is the sum of all recorded values
since the revision rule date.
Last Value Specifies the latest recorded value for an observation

characteristic definition or the latest date for a date
characteristic definition.
Last Utilization Date Specifies the latest date the utilization values were
recorded.

© 2020 Siemens
The following additional utilization information is displayed when you view the utilization for a physical
part.
Column name Description
Time on Parent Specifies the accumulated life characteristic values

for a physical part since it was installed on the
parent.
Time Since Repair Specifies the accumulated life characteristic values

for a physical part since the last repair event.
Time Since Overhaul Specifies the accumulated life characteristic values

for a physical part since the last overhaul event.
View the utilization data for a job card or job task
2. Locate the job card or job task that you want to view the utilization for.
Summary.
4. In the Summary pane, click the Properties tab.
The utilization is displayed in the Recorded Utilization section.
View the part utilization data
2. Choose Window → Show View → Service Editor to open the Service Editor view.
3. From the Service Editor view, click Open by Name to open the physical structure or physical
part.
4. Select the BOM line of the physical part you want to view the utilization for.
5. Right-click and choose Show Utilization.
The Show Utilization pane appears and shows the utilization data.

© 2020 Siemens
Change a maintenance action due date
Change a maintenance action due date

2. In the Generate Maintenance Schedule dialog box, click the Maintenance Action tab.
3. Click the Show Maintenance Action button to display the existing maintenance actions.
Service Scheduler shows the number of maintenance actions specified by the

SSF0MaintActTableNumberMAsToDisplayPref preference that are due. Click the or button
to show the next set of maintenance actions or the button to show all of them.
4. Select the maintenance actions you want to change the due date for.
5. Click the Manage Due Date button.
6. In the Manage Due Date dialog box, change the due date, type a note, and click OK.
• If no due date was previously set, an approval workflow process is initiated using the workflow
process template specified by the SF_DEFAULT_WF_TEMPLATE preference.
• If a due date was set previously, the maintenance action accepts the date.
7. In the Maintenance Extensions are submitted for Approval message box, click OK.
8. Click the Close button in the Generate Maintenance Schedule dialog box.
When the date change is approved, the new dates appear for the requirement in the Maintenance
Actions list.
Note:
Complete a maintenance action

To complete a maintenance action, its associated job cards must be completed first.
After the cards are complete, the maintenance action completes automatically if the Auto-complete
check box was selected when it was created. If the check box was not selected, you must complete the
maintenance action manually.

© 2020 Siemens
the Show Maintenance Action button.
3. In the list of maintenance actions, right-click the one you want to show as complete and choose
Complete Maintenance Action.
Note:
All job cards must be completed first.
4. In the Complete Maintenance Action dialog box, click Yes.
The completion updates the Disposition, Completion Date, and Completion By properties on the
maintenance action and records the maintenance action data for future review. The Time Since
Overhaul or Time Since Repair property for the physical part is also updated.
The maintenance action is removed from the active list.
Note:

© 2020 Siemens
9. Monitoring the scheduled service work
Monitoring the scheduled service work
You can monitor the scheduled service by viewing the activity summaries for work orders, job cards, and
job tasks.
The summary information includes the details of a work order revision, job card, or job task. The details
are displayed in the various sections when you click on the Properties, Parts, or References tabs in the
Summary view.
View the activity summary for a work order, job card, or job task
1. Locate and select the work order, job card, or job task that you want to display the summary
information for.
2. If the summary pane is not displayed, right-click what you selected and choose Open With →
Summary.
The summary information is displayed.
3. Click the Properties, Parts, or References tab to display the specific activity summary information
that you want.

© 2020 Siemens
Activity summary for a work order

The following table shows the information that is displayed and can be changed in the summary
information for a work order.
Tab Section Description
Properties Properties Displays the properties of the work

order.
Contact Information Displays the physical location,

company location, and company
contact.
Parts Physical Parts Displays the physical assets related to

the work order.
Part Requests Displays the part requests for a work

order.
You can also create, validate, close,
cancel part requests, and issue parts.
References Discovered Discrepancies Displays discrepancies that were

discovered when executing the work
order.
You can also create new
discrepancies.
Corrected Discrepancies Displays discrepancies that are being

corrected by the work order.
You can also search for additional
discrepancies that are to be corrected
by the work order.
Sub-tasks Displays the top-level job cards for the

work order.
Supporting Information Displays the supporting information

for the work order.
You can add new supporting objects
to the work order, paste existing
supporting objects onto the work
order, and cut existing supporting
objects from the work order.

© 2020 Siemens
Activity summary for a job card
Activity summary for a job card

The following table shows the information that is displayed and can be changed in the summary
information for a job card.
Properties Properties Displays the properties of the job card.
Skills Displays the disciplines and the users

that are assigned to the job card for
the following conditions:
• If the user in a particular discipline

is assigned, the discipline is
displayed in the Assigned
Discipline column and the user is
displayed in the Assigned User
column.
• If only the discipline is assigned, the

discipline is displayed in the
Assigned Discipline column and
the Assigned User column is blank.
• If only the user is assigned, the

Assigned Discipline column is
blank and the user is displayed in
the Assigned User column.
Recorded Utilization Displays the utilization that has been

recorded on the individual
characteristics assigned to the job
card.
You can also assign new
characteristics to the job card, and
record utilization on existing
characteristics that are assigned to the
job card.

the parent work order, impacted parts
related to the job card and structure
contexts.
Part Movements Displays the part movements for the

job card.

© 2020 Siemens
Part Requests Displays the part requests for a job

card.

discovered when executing the job
card.
You can also create new discrepancies.

corrected by the job card.
by the job card.
Sub-tasks Displays the top-level job cards and job

tasks for the job card.
Resulting Information Displays the resulting information for

the job card.
You can add new resulting objects to
the job card, paste existing resulting
objects onto the job card, and cut
existing resulting objects from the job
card.

for the job card.
You can add new supporting objects to
the job card, paste existing supporting
objects onto the job card, and cut
existing supporting objects from the
job card.
Activity summary for a job task

The following table shows the information that is displayed and can be changed from the summary
information for a job task.
Properties Properties Displays the properties of the job task.
Skills Displays the disciplines and the users

that are assigned to the job task for
the following conditions:

© 2020 Siemens
Activity summary for a job task
• If the user in a particular discipline

is assigned, the discipline is
displayed in the Assigned
Discipline column and the user is
displayed in the Assigned User
column.
• If only the discipline is assigned, the

discipline is displayed in the
Assigned Discipline column and
the Assigned User column is blank.
• If only the user is assigned, the

Assigned Discipline column is
blank and the user is displayed in
the Assigned User column.
Recorded Utilization Displays the utilization that has been

recorded on the individual
characteristics assigned to the job
task.
You can also assign new
characteristics to the job task and
record utilization on existing
characteristics that are assigned to the
job task.

the parent work order, impacted parts
related to the job task, and structure
contexts.
Part Movements Displays the part movements for the

job task.
Part Requests Displays the part requests for a job

task.

discovered when executing the job
task.
You can also create new
discrepancies.

corrected by the job task.

© 2020 Siemens

by the job task.
Sub-tasks Displays the top-level job tasks for the

job task.
Resulting Information Displays the resulting information for

the job task.
You can add new resulting objects to
the job task, paste existing resulting
objects onto the job task, and cut
existing resulting objects from the job
task.

for the job task.
You can add new supporting objects
to the job task, paste existing
supporting objects onto the job task,
and cut existing supporting objects
from the job task.

© 2020 Siemens
10. Closing out scheduled service work
tasks
Tasks to complete before closing out scheduled service work
Before you close out your scheduled service work, the following should be completed:
• The utilization information for the related job cards or job tasks must be recorded.
• The physical configuration must be updated to perform any related part movements to the job
card or job task.
• The physical configuration must be updated for upgrade job cards to rebase the physical
structure.
• The states of the related job cards and job tasks must be set to Complete.
• Optionally, any resulting information can be added that documents the evidence of the work
completed.
Create resulting information

Note:
You can also create resulting information for a work order, job card, or job task in My Teamcenter
from a task in your work list.
You can relate resulting information such as data items and documents to a work order, job card, or a
job task. Resulting information is used for documenting evidence of the work completed. Teamcenter
uses the SSS0ResultingInformation relation to relate the resulting information to the work order, job
card, or job task.

© 2020 Siemens
10. Closing out scheduled service work tasks
If you are assigned to review any work orders, job cards, or job tasks, you can access all the resulting
information related to these objects and the parent objects if applicable, from your work list.
2. If the summary pane is not displayed, right-click the work order, job card, or job task where you
want to add the resulting information and choose Open With → Summary.
4. Do the following:
If Do the following
If the resulting item does not exist. a. In the Resulting Information section, click Add
New.
b. From the New Business Object dialog box, select

the item from the list that you want to use as the
resulting information.
c. Fill in the required fields and click Finish.

The resulting information is displayed.

© 2020 Siemens
Complete a job card or job task
If Do the following
If the resulting item exists. a. Right-click the resulting information item and choose
Copy.
b. In the Resulting Information section, click Paste.

The resulting information is displayed.
To remove any resulting • Select the resulting item and click Cut.
information.
Complete a job card or job task

You complete a job card or job task by changing its Status property to Complete. You can complete a
job card or job task either manually or automatically when the workflow process for it is finished.
• To complete a job card or job task manually, change its Status property to Complete in the
Properties dialog box, Gantt chart, or tree table.
If the part movements for the job card or job task are not completed, Teamcenter either warns you or
displays an error, depending on the value of the PART_MOVEMENT_VALIDATION_ERROR preference.
• To complete a job card or job task automatically, either manually trigger its workflow process or
satisfy the condition that triggers it automatically.
A workflow task appears in your Inbox. When you complete the workflow task, the job card or job
task completes.
Note:
If the part movements are not completed before the workflow process is started and the job
card or job task state is changed to Complete, Teamcenter displays an error.
Review closed maintenance actions

You can review maintenance actions that have been closed or cancelled, which do not appear in the
Maintenance Action tab of the Generate Maintenance Schedule dialog box. The tab displays only the
open ones.
1. Right-click the physical part and choose Show Maintenance Actions.
2. Review the list of maintenance actions for that physical part. When finished, click Close.

© 2020 Siemens
10. Closing out scheduled service work tasks

© 2020 Siemens
A. Service Scheduler preferences
Service Scheduler, Teamcenter 13.0 PLM00173 13.0 A-1

© 2020 Siemens
PART_MOVEMENT_VALIDATION_ERROR
DESCRIPTION
Specifies whether to display an error or send an e-mail warning if a user attempts to complete a job card
or job task with a part movement that did not define a physical part.
VALID VALUES
TRUE Displays an error if the part movement did not define a physical part.
FALSE Sends an e-mail to the current user with a warning that the part movement did not define a
physical part.
DEFAULT VALUES
TRUE
DEFAULT PROTECTION SCOPE
Site preference.
A-2 PLM00173 13.0 Service Scheduler, Teamcenter 13.0

© 2020 Siemens
SAS0_default_revision_rule_name
SAS0_default_revision_rule_name
DESCRIPTION
Specifies the default configuration rule to be used when opening a service plan in the Generate
Maintenance Schedule dialog box. If this rule does not exist, the system defaults to Latest Working.
VALID VALUES
A valid configuration rule.
DEFAULT VALUES
Any Status; Working
Site preference.

© 2020 Siemens
SF_CANCEL_MA_EXTENSION_ROLE
DESCRIPTION
Specifies the role required to cancel a maintenance action.
VALID VALUES
A valid role.
DEFAULT VALUES
DBA
Site preference.

© 2020 Siemens
SF_DEFAULT_WF_TEMPLATE
SF_DEFAULT_WF_TEMPLATE
DESCRIPTION
Specifies the workflow template to use when submitting a maintenance action for approval to extend
the due date.
VALID VALUES
A valid workflow template name.
DEFAULT VALUES
None.
Site preference.

© 2020 Siemens
SSF0MaintActTableColumnsShownPref
DESCRIPTION
Defines the properties displayed in the columns of the Maintenance Action table in the Generate
Maintenance Schedule dialog box.
VALID VALUES
Valid internal property names.
DEFAULT VALUES
object_name
due_date
ssf0IsOverdue
ssf0IsScheduled
transaction_note
ssf0AutoComplete
ssf0Asset
InProgress
CorrectiveAction
SSF0RequirementActions
SSF0ConfiguresServicePlan
User preference.

© 2020 Siemens
SSF0MaintActTableNumberMAsToDisplayPref
SSF0MaintActTableNumberMAsToDisplayPref
DESCRIPTION
Defines the number of maintenance actions displayed in each page in the Maintenance Action table in
the Generate Maintenance Schedule dialog box.
VALID VALUES
Any positive integer.
DEFAULT VALUES
50
User preference.

© 2020 Siemens
ServiceDiscrepancy_SSS0JobActivityRevision_default_relation
DESCRIPTION
Determines the default relation between a service discrepancy and a job activity revision (job card or job
task).
VALID VALUES
CorrectiveAction
DEFAULT VALUES
CorrectiveAction
Site preference.

© 2020 Siemens
B. Glossary
A
Access Manager (AM)
Teamcenter application that enables the system administrator to grant users access to Teamcenter
objects.
B
base calendar
Master calendar used when creating schedules.
Business Modeler IDE

Teamcenter application that enables a customer to define data model objects such as business objects,
classes, attributes, lists of values, and rules.
C
condition
Conditional statement that resolves to true or false based on the evaluation of an expression.
D
discipline
Set of users who have a common behavior, for example, developers that have expertise in Linux.
G
Gantt chart
Visual representation of a schedule's tasks.
J
job card
Specific service action on a physical asset that is carried out by a service technician to fulfill a work order.
job task
Service action steps performed by a service technician to complete the service work documented in a
job card or another job task.
Service Scheduler, Teamcenter 13.0 PLM00173 13.0 B-1

© 2020 Siemens
B. Glossary
L
linked task
Task that represents a task from another schedule. Linked tasks demonstrate cross-schedule
dependencies.
N
neutral part
Item defined in the neutral structure representing a part definition. It can be a part object or any other
item type configured as a valid neutral item type in the Business Modeler IDE.
notification
Object that informs users of important events associated with selected objects. Compare with
subscription (Schedule Manager, Service Scheduler).
P
physical part
Representation of a built or manufactured physical asset realized from the neutral part. The physical part
captures asset information such as its serial number, manufacturer ID, and lot number. It also inherits
the part number from the neutral part from which it is realized.
preference
Configuration variable stored in a Teamcenter database and read when a Teamcenter session is
initiated. Preferences allow administrators and users to configure many aspects of a session, such as
user logon names and the columns displayed by default in a properties table.
privileged user
First user to start working on a task when more than one resource is assigned to the task, as can occur in
Schedule Manager and Service Scheduler.
properties
Keys and values that specify the configuration settings for an application in the Teamcenter rich client.
S
schedule calendar
Calendar to define days off, holidays, and working times in a day for the current schedule.
schedule user calendar

Calendar to define days off, holidays, and working times in a day for a user in that schedule.
B-2 PLM00173 13.0 Service Scheduler, Teamcenter 13.0

© 2020 Siemens
service discrepancy
An irregularity or observation discovered with regard to maintenance of a physical part. Discrepancies
can also identify if there was a failure with the physical part.
subscription (Schedule Manager, Service Scheduler)

Object that informs only the creator of the subscription when a specific task-related event occurs.
Compare with notification.
U
user calendar
Calendar for individual users. User calendars specify holidays and working times in a day.
W
work order
Definition of the service work that is performed on one or more physical assets. Each work order has a
single schedule associated with it to track the progress of the defined service work.
Service Scheduler, Teamcenter 13.0 PLM00173 13.0 B-3

© 2020 Siemens
Siemens Digital Industries Software
Headquarters Europe
Granite Park One Stephenson House
5800 Granite Parkway Sir William Siemens Square
Suite 600 Frimley, Camberley
Plano, TX 75024 Surrey, GU16 8QD
USA +44 (0) 1276 413200
+1 972 987 3000
Asia-Pacific
Americas Suites 4301-4302, 43/F
Granite Park One AIA Kowloon Tower, Landmark East
5800 Granite Parkway 100 How Ming Street
Suite 600 Kwun Tong, Kowloon
Plano, TX 75024 Hong Kong
USA +852 2230 3308
+1 314 264 8499
About Siemens Digital Industries Software

Siemens Digital Industries Software is a leading global provider of product life cycle management
(PLM) software and services with 7 million licensed seats and 71,000 customers worldwide.
Headquartered in Plano, Texas, Siemens Digital Industries Software works collaboratively with
companies to deliver open solutions that help them turn more ideas into successful products. For
more information on Siemens Digital Industries Software products and services, visit
www.siemens.com/plm.
This software and related documentation are proprietary and confidential to Siemens.
© 2020 Siemens. A list of relevant Siemens trademarks is available. Other trademarks belong to
their respective owners.

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Teamcenter 13.

Getting started with Service Scheduler

Installing and configuring Service Scheduler

Preparing for scheduling service work

Defining the scheduled service work

Service Scheduler, Teamcenter 13.0 PLM00173 13.0 2

What is a work order? ────────────────────────────────────── 4-2

Managing tasks and schedules

Service Scheduler, Teamcenter 13.0 PLM00173 13.0 3

Managing schedule resources

4 PLM00173 13.0 Service Scheduler, Teamcenter 13.0

What are rate modifiers? ───────────────────────────────── 7-1

Approving and implementing the scheduled service work

Service Scheduler, Teamcenter 13.0 PLM00173 13.0 5

Monitoring the scheduled service work

Closing out scheduled service work tasks

Service Scheduler preferences

6 PLM00173 13.0 Service Scheduler, Teamcenter 13.0

You can use Service Scheduler to:

• Assign people resources.

• Estimate cost and labor.

• Define part requests for required materials, tools, and equipment.

• Receive issued materials, tools, and equipment.

• Complete work assignments and sign off on work.

• Define part movement transactions to drive configuration updates.

• Capture discrepancies discovered during implementation of service.

Before you begin

Prerequisites Service Scheduler requires a separate license in addition to the

Service Scheduler, Teamcenter 13.0 PLM00173 13.0 1-1

Start Service Scheduler Click Service Scheduler in the Teamcenter navigation

Service Scheduler interface

Service Scheduler perspective

1-2 PLM00173 13.0 Service Scheduler, Teamcenter 13.0

4 Gantt chart Displays a visual representation of the schedule task and

5 Summary pane Provides details about the selected object.

• Service Editor view

• Service Scheduler view

Service Scheduler menus

New → Work Order Creates a new work order.

New → Part Request Creates a new part request.

New → Discrepancy Creates a new discrepancy.

Service Scheduler, Teamcenter 13.0 PLM00173 13.0 1-3

New → Part Movement Creates a new part movement.

New → Program View Creates a new program view.

New → Milestone Creates a new milestone.

New → Proxy Task Creates a new proxy task.

Print Views, prints, or saves information about the currently selected

Close Closes the Service Scheduler application.

Exit Ends the rich client session.

Copy (Ctrl+C) Copies the selected lines to the clipboard.

Delete (Delete) Deletes the selected object from the database.

Properties Displays and updates the properties for a selected schedule or

Rename Renames the selected schedule or task.

1-4 PLM00173 13.0 Service Scheduler, Teamcenter 13.0

Properties (Alt+Enter) Shows the properties for the selected object.

Zoom Factor → Week Displays the Gantt chart in a weekly format.

Zoom Factor → Month Displays the Gantt chart in a monthly format.

Zoom Factor → Quarter Displays the Gantt chart in a quarterly format.

Zoom Factor → Year Displays the Gantt chart in a yearly format.

Task constraints Adds a task constraint for the selected task.

Reload Schedule Reloads the schedule and applies any changes.

Schedule Membership Displays and assigns resources to a selected schedule.

Schedule Deliverables Adds or removes deliverables from a selected schedule.