TSB Input Results

OPEN FBDI SPREED SHEET IN EXCEL

FBDI SPREED SHEET OPENS IN EXCEL

To do

OPEN IMPORT BATCH TAB IN FBDI SPREED SHEET

INTERFACE BATCH CODE, INTERFACE BATCH NAME,
INTERFACE BASE DESC. COLUMNS OPEN UP FOR DATA
INPUT
To do

(REQUIRED) ENTER INTERFACE BATCH CODE NUMBER

NOT ALREADY IN USE. IE 26
BATCH CODE NUMBER CREATED. IE 26

To do

(REQUIRED) ENTER INTERFACE BATCH NAME FOR TSB

BASED ON COE UPLOAD
NAMED TSB AND TSB NUMBER

To do

(OPTIONAL) ENTER INTERFACE BATCH DESCRIPTION OF

THE JOB DESCRIPTION
TSB IS ENTERED AS DESCRIPTION AND IMPORT BATCHES
TAB IS COMPLETED ON FTBI SPREAD SHEET

To do

OPEN WORK ORDERS TAB ON FBDI SPREADSHEET

INTERFACE BATCH CODE, HEADER NUMBER, ACTION

CODE, ORGANIZATION CODE, WORK ORDER STATUS
CODE, PLANNED START DATE, WORK ORDER TYPE, WORK
ORDER SUBTYPE, WORK DEFINITION CODE, ALLOW
EXPLOSION FLAG , SCHEDULING METHOD. PAGE OPENS
FOR INPUT

To do

(REQUIRED) ENTER INTERFACE BATCH CODE NUMBERS

ON IMPORT BATCHES TAB. IE 26
NUMBERS SHOULD MATCH ON BOTH IMPORT BATCHES
AND WORK ORDERS TABS. IE 26
To do

8
(REQUIRED) ENTER HEADER NUMBER TO CREATE
SEQUENCE FOR IMPORT ORDER
NUMBERS IN SEQUENCE TOTAL IMPORTS THAT ARE
CREATED, IE 1 TO 4 FOR FOUR IMPORTS
To do

(REQUIRED) ENTER ACTION CODE (ALWAYS USE CREATE

ACTION CODE)
CREATE ALWAYS USED AS ACTION CODE

To do

10

(REQUIRED) ENTER ORGANIZATION CODES TO MATCH

ALL ASSETS AREAS
CORRECT ORGANIZATION CODES CREATED TO MATCH
ASSETS BEING LISTED. IE CA_MNT FOR CANADIAN ASSETS

To do

11

(OPTIONAL) ENTER WORK ORDER STATUS CODE AS

ORA_UNRELEASED
IF USED ORA_UNRELEASED STAYS THE SAME

To do

12

( REQUIRED) ENTER PLANNED COMPLETED BY DATE

EXPECTED COMPLETED BY DATE ENTERED

To do

13

(REQUIRED) ENTER WORK ORDER TYPECORRECTIVE

CORRECTIVE IS ENTERED

To do

14

(REQUIRED) ENTER WORK ORDER SUBTYPE

ASSET LOCATION CODES ARE ENTERED

To do

15

(REQUIRED) ENTER WORK ORDER DEFINITION CODE C-BO

(Input = TSB once created as a Work Definition.)

INPUT TYPE C-BO.

To do

16

(REQUIRED) ENTER YES UNDER ALLOW EXPLOSION FLAG

ALWAYS ENTERED AS YES

To do

17

(REQUIRED) UNDER SCHEDULING METHOD ENTER

DEFAULT_SCHEDULER
ALWAYS ENTERED AS DEFAULT_SCHEDULER

To do

18

OPEN WORK ORDER ASSET TAB IN FBDI SPREAD SHEET

INTERFACE BATCH CODE, ACTION CODE, HEADER

NUMBER, ASSET NUMBER PAGE OPENS FOR INPUT

To do

19

(REQUIRED) ENTER INTERFACE BATCH CODE NUMBER. IE

26
ENTERED NUMBERS WILL MATCH THE NUMBERS INPUT
ON THE WORK ORDERS AND IMPORT BATCH TABS. IE 26

To do

20

(REQUIRED) ENTER ACTION CODE (ALWAYS USE CREATE

ACTION CODE)
CREATE ALWAYS USED AS ACTION CODE

To do

21

(REQUIRED) ENTER HEADER NUMBER TO CREATE

SEQUENCE FOR IMPORT ORDER
NUMBERS IN SEQUENCE TOTAL IMPORTS THAT ARE
CREATED, IE 1 TO 4 FOR FOUR IMPORTS
To do

22

(REQUIRED) ENTER ASSET NUMBERS

ASSET NUMBERS ARE ENTERED AND ALL REQUIRED DATA
FIELDS ARE COMPLETED
To do

23

OPEN INSTRUCTIONS AND CSV GENERATION TAB

GENERATE CSV FILE WINDOW OPENS

To do

24

CLICK GENERATE CSV FILE BUTTON

PAGE OPENS TO SELECT ZIP FILE LOCATION AND NAME

To do
25

CHOOSE ZIP FILE LOCATION AND NAME AND SAVE

ZIP FILE CREATED

To do

26

CLOSE FTBI SPREAD SHEET WITHOUT SAVING

FTBI SPREAD SHEET CLOSED AND FILE INTEGRITY
MAINTAINED
To do

27

Username and Password

User logs in

To do

28

Open Navigator

Navigator window opens

To do

29

Click Scheduled Processes

Scheduled Processes Overview page opens

To do

30

Click Schedule New Process button

Scheduled New Process window opens

To do

31

In the Name Field Type Load Interface File for input Click
OK
Process Details window opens

To do

32

Search and select Import Maintenance Work Orders in the

Import Process window
Import Maintenance Work Orders

To do

33

In Data File selction, Select upload a new file.

Upload Browse window opens

To do

34

Click Browse on Browse Window

File Upload Window opens

To do

35

Select saved CVP zip file from step 25. Click OK

Process Details Window opens with the selected zip file.

To do

36

Click Submit on Process Details Window.

Confirmation number confirms submitted file.

To do

37

Click Refresh on Overview Page Repeatedly

Status changes from In Process to Suceeded.

To do

38

Click on Navigator

Navigator Window opens

To do

39

Click on Maintenance Management under Supply Chain

Execution
Maintenance Management Dash Board opens.

To do

40

Click Task Tab

Task Tab Window opens.

To do

41

Select Import Maintenance Work Orders under Imports

Import Maintenance Work Orders Window opens

To do

42

In Batch drop down search and select Interface Batch Code

Number and Name. ie 26 PM from GeoTab. Click the
Submit button.
Preventive work orders are created and a Confirmation
number verifies.
To do

43

Click OK on the confirmation window.

Maintenance Management Dash Board opens.

To do

44

On Maintenance Management dash board, click Task

Task window opens

To do

45

Select Manage Maintenance Work Orders

Maintenance Work Orders Screen Opens

To do

46

Select Show Filters

Filters windows opens

To do

47

Select Status drop down, unselect Released, click Search

Work Orders populate. (Make a note of the Asset number
for each Work Order for easier reference)
To do

48

Select and Highlight all Work Orders then click Release

button.
Selected Work Orders are released

Pass
Wrok Orders Created - WO10022574,893 WO10022575,654
WO10022576,1546 WO10022577,1487 WO10022578,1476
Edit

Remove

49

Click Navigate Button

Navigation window will open.

To do

50

Select Purchase Orders under Procurement

Procurement Dashboard opens.

To do

51

Click Blue 0 in the Requisition Line box

Proccess Requisitions Search page opens

To do

52

Click the Search Button

Search drop down window opens.

To do

53

Select correct BU from drop down. Clear the Name field in

Buyer. Click Search.
RQ number is generated with your job description

To do

54

Highlight job line and click Add To Document Builder,

Review information and click OK> on right side of screen
scroll to bottom of window and click Create.
Add to Document Builder Window opens.

To do

55

Add supplier information and click OK.

Supplier information should auto populate and return to
Process Requisistion screen.
To do

56

Bottom of Document Builder window click Create

Purchase Order Confirmation Number is created.

To do

57

PO Information window click OK.

Edit PO window opens.

To do

58

Review supplier information and job details. In Line details

enter cost in the quantity box. Click Submit button at top.
Attach TSB instructions.
Confirmation that PO was submitted for approval.

To do

59
Repeat steps 52 thru 59 for remaining asset Requisitions.

PO generated for the remaining units.

To do

60

Open Navigation Screen select Maintenance Management

Maintenancce Management Dash Board opens.

To do

61

Select Manage Maintenance Work Orders from the Task

tab.
Maintenance Work Orders Screen Opens

To do

62

Select Show Filters, click Unreleased and Search.

Released Work Orders are populated

To do

63

Highlight work order line and select Print to PDF drop

down, Print Work Order Details.
PDF File of Work Order Details opens.

To do

64

Save PDF of Work Order Details to your desktop and send

as an attachment to the AM responsible for the asset.

AM receives WO with PO information for Supplier.

To do

65

Log in as an Area Manager

User logs in

To do

66

From Home page>, Procurement> My Receipts

The Receive Items page opens

To do

67

Under the receive items screen. Clear Requester name

field.
Requester Field is blank.

To do
68

Change Items Due drop to Anytime

Item Due shows Anytime

To do

69

Enter correct Requisition BU

Correct BU selected. ie CA_BU

To do

70

Enter Purchase Order Number select Search.

Purchase Order Number is entered.

To do

71

Highlight the row with the corresponding Purchase Order

number, click the Receive button above the line.
Create Receipts window opens.

To do

72

Adjust quantity field to reflect cost.

Total cost of job is received at this amount.

To do

73

Click Submit to receive the PO

Confirmation verified by receipt number.

To do

74

Repeat steps 65 thru 74 for remaining asset Requisitions.

All Purchased Orders are received by the AM.

To do

75

Log in as COE Username and Password

Maintenance Manager Dash Board opens

To do

76

Click on Operations Ready Number

The Work Order is shown on the Maintenance Dispatch
List page
To do
77

Click work order number on the Maintenance Dispatch

List.
Edit Work Order Page Opens

To do

78

Select General Information and review page.

Confirm Information

To do

79

Access Completed on Time drop down. Select Yes or No.

Correct completion time selected.

To do

80

Review received amounts and attachments.

Confirm all required attachments are supplied if
applicable.
To do

81

Click Done

Returns to the Maintenance Dispatch Page

To do

82

Click left drop down arrow beside corresponding Work

Order number.
Quick Complete, Complete with Details, and Cancel
options made available.
To do

83

Select quick complete.

Work Order is complete.

To do

84

Repeat steps 77 to 84 for additional work orders.

Work orders closed.

 TSB

1 OPEN FBDI SPREED SHEET IN EXCEL

FBDI SPREED SHEET OPENS IN EXCEL

2 OPEN IMPORT BATCH TAB IN FBDI SPREED SHEET

INTERFACE BATCH CODE, INTERFACE BATCH NAME,
INTERFACE BASE DESC. COLUMNS OPEN UP FOR DATA
INPUT

(REQUIRED) ENTER INTERFACE BATCH CODE NUMBER

3
NOT ALREADY IN USE. IE 26
BATCH CODE NUMBER CREATED. IE 26

(REQUIRED) ENTER INTERFACE BATCH NAME FOR TSB

4
BASED ON COE UPLOAD
NAMED TSB AND TSB NUMBER

(OPTIONAL) ENTER INTERFACE BATCH DESCRIPTION OF

5
THE JOB DESCRIPTION

TSB IS ENTERED AS DESCRIPTION AND IMPORT

BATCHES TAB IS COMPLETED ON FTBI SPREAD SHEET

OPEN WORK ORDERS TAB ON FBDI SPREADSHEET

 INTERFACE BATCH CODE, HEADER NUMBER, ACTION
CODE, ORGANIZATION CODE, WORK ORDER STATUS
CODE, PLANNED START DATE, WORK ORDER TYPE,
6
WORK ORDER SUBTYPE, WORK DEFINITION CODE,
ALLOW EXPLOSION FLAG , SCHEDULING METHOD. PAGE
OPENS FOR INPUT

(REQUIRED) ENTER INTERFACE BATCH CODE NUMBERS

7
ON IMPORT BATCHES TAB. IE 26
NUMBERS SHOULD MATCH ON BOTH IMPORT BATCHES
AND WORK ORDERS TABS. IE 26

(REQUIRED) ENTER HEADER NUMBER TO CREATE

8
SEQUENCE FOR IMPORT ORDER
NUMBERS IN SEQUENCE TOTAL IMPORTS THAT ARE
CREATED, IE 1 TO 4 FOR FOUR IMPORTS

(REQUIRED) ENTER ACTION CODE (ALWAYS USE

9
CREATE ACTION CODE)
CREATE ALWAYS USED AS ACTION CODE

(REQUIRED) ENTER ORGANIZATION CODES TO MATCH

10
ALL ASSETS AREAS
CORRECT ORGANIZATION CODES CREATED TO MATCH
ASSETS BEING LISTED. IE CA_MNT FOR CANADIAN
ASSETS

(OPTIONAL) ENTER WORK ORDER STATUS CODE AS

11
ORA_UNRELEASED
IF USED ORA_UNRELEASED STAYS THE SAME
12 ( REQUIRED) ENTER PLANNED COMPLETED BY DATE
EXPECTED COMPLETED BY DATE ENTERED

13 (REQUIRED) ENTER WORK ORDER TYPECORRECTIVE

CORRECTIVE IS ENTERED

14 (REQUIRED) ENTER WORK ORDER SUBTYPE

ASSET LOCATION CODES ARE ENTERED

(REQUIRED) ENTER WORK ORDER DEFINITION CODE C-

15
BO
(Input = TSB once created as a Work Definition.)
INPUT TYPE C-BO.

(REQUIRED) ENTER YES UNDER ALLOW EXPLOSION

16
FLAG
ALWAYS ENTERED AS YES

(REQUIRED) UNDER SCHEDULING METHOD ENTER

17
DEFAULT_SCHEDULER
ALWAYS ENTERED AS DEFAULT_SCHEDULER

18 OPEN WORK ORDER ASSET TAB IN FBDI SPREAD SHEET

INTERFACE BATCH CODE, ACTION CODE, HEADER

NUMBER, ASSET NUMBER PAGE OPENS FOR INPUT

(REQUIRED) ENTER INTERFACE BATCH CODE NUMBER.

19
IE 26
 ENTERED NUMBERS WILL MATCH THE NUMBERS INPUT
ON THE WORK ORDERS AND IMPORT BATCH TABS. IE 26

(REQUIRED) ENTER ACTION CODE (ALWAYS USE

20
CREATE ACTION CODE)
CREATE ALWAYS USED AS ACTION CODE

(REQUIRED) ENTER HEADER NUMBER TO CREATE

21
SEQUENCE FOR IMPORT ORDER
NUMBERS IN SEQUENCE TOTAL IMPORTS THAT ARE
CREATED, IE 1 TO 4 FOR FOUR IMPORTS

(REQUIRED) ENTER ASSET NUMBERS

ASSET NUMBERS ARE ENTERED AND ALL REQUIRED
22
DATA FIELDS ARE COMPLETED

OPEN INSTRUCTIONS AND CSV GENERATION TAB

23 GENERATE CSV FILE WINDOW OPENS

CLICK GENERATE CSV FILE BUTTON

24 PAGE OPENS TO SELECT ZIP FILE LOCATION AND NAME

25 CHOOSE ZIP FILE LOCATION AND NAME AND SAVE

ZIP FILE CREATED

CLOSE FTBI SPREAD SHEET WITHOUT SAVING

 FTBI SPREAD SHEET CLOSED AND FILE INTEGRITY
26
MAINTAINED

27 Username and Password

User logs in

Open Navigator
28 Navigator window opens

29 Click Scheduled Processes

Scheduled Processes Overview page opens

30 Click Schedule New Process button

Scheduled New Process window opens

31 In the Name Field Type Load Interface File for input Click OK
Process Details window opens

Search and select Import Maintenance Work Orders in the Import

32
Process window
Import Maintenance Work Orders

33 In Data File selction, Select upload a new file.

Upload Browse window opens

34
Click Browse on Browse Window
File Upload Window opens
35 Select saved CVP zip file from step 25. Click OK
Process Details Window opens with the selected zip file.

36 Click Submit on Process Details Window.

Confirmation number confirms submitted file.

Click Refresh on Overview Page Repeatedly

37 Status changes from In Process to Suceeded.

38 Click on Navigator
Navigator Window opens

39 Click on Maintenance Management under Supply Chain Execution

Maintenance Management Dash Board opens.

40 Click Task Tab

Task Tab Window opens.

41 Select Import Maintenance Work Orders under Imports

Import Maintenance Work Orders Window opens

In Batch drop down search and select Interface Batch Code

42 Number and Name. ie 26 PM from GeoTab. Click the Submit
button.
 Preventive work orders are created and a Confirmation number
verifies.

43 Click OK on the confirmation window.

Maintenance Management Dash Board opens.

44 On Maintenance Management dash board, click Task

Task window opens

Select Manage Maintenance Work Orders

45 Maintenance Work Orders Screen Opens

46 Select Show Filters

Filters windows opens

Select Status drop down, unselect Released, click Search

Work Orders populate. (Make a note of the Asset number for each
47
Work Order for easier reference)

48 Select and Highlight all Work Orders then click Release button.
Selected Work Orders are released
Pass
Wrok Orders Created - WO10022574,893 WO10022575,654
49
WO10022576,1546 WO10022577,1487 WO10022578,1476
Edit
Remove

50 Click Navigate Button

Navigation window will open.
51 Select Purchase Orders under Procurement
Procurement Dashboard opens.

52 Click Blue 0 in the Requisition Line box

Proccess Requisitions Search page opens

53 Click the Search Button

Search drop down window opens.

Select correct BU from drop down. Clear the Name field in Buyer.
54
Click Search.
RQ number is generated with your job description

Highlight job line and click Add cument Builder, Review

55 information and click OK> on right side of screen scroll to bottom
of window and click Create.
Add cument Builder Window opens.

Add supplier information and click OK.

Supplier information should auto populate and return to Process
56
Requisistion screen.

Bottom of Document Builder window click Create

57 Purchase Order Confirmation Number is created.

58 PO Information window click OK.

Edit PO window opens.
 Review supplier information and job details. In Line details enter
59 cost in the quantity box. Click Submit button at top. Attach TSB
instructions.

Confirmation that PO was submitted for approval.

60 Repeat steps 52 thru 59 for remaining asset Requisitions.

PO generated for the remaining units.

61 Open Navigation Screen select Maintenance Management

Maintenancce Management Dash Board opens.

62 Select Manage Maintenance Work Orders from the Task tab.

Maintenance Work Orders Screen Opens

63 Select Show Filters, click Unreleased and Search.

Released Work Orders are populated

Highlight work order line and select Print to PDF drop down, Print
64
Work Order Details.
PDF File of Work Order Details opens.
 Save PDF of Work Order Details to your desktop and send as an
65
attachment to the AM responsible for the asset.
AM receives WO with PO information for Supplier.

66 Log in as an Area Manager

User logs in

67 From Home page>, Procurement> My Receipts

The Receive Items page opens

68 Under the receive items screen. Clear Requester name field.

Requester Field is blank.

69 Change Items Due drop to Anytime

Item Due shows Anytime

Enter correct Requisition BU

70 Correct BU selected. ie CA_BU

71 Enter Purchase Order Number select Search.

Purchase Order Number is entered.

Highlight the row with the corresponding Purchase Order number,

72
click the Receive button above the line.
Create Receipts window opens.
73 Adjust quantity field to reflect cost.
Total cost of job is received at this amount.

Click Submit to receive the PO

74 Confirmation verified by receipt number.

75 Repeat steps 65 thru 74 for remaining asset Requisitions.

All Purchased Orders are received by the AM.

76 Log in as COE Username and Password

Maintenance Manager Dash Board opens

77 Click on Operations Ready Number

The Work Order is shown on the Maintenance Dispatch List page

78 Click work order number on the Maintenance Dispatch List.

Edit Work Order Page Opens

79 Select General Information and review page.

Confirm Information
80 Access Completed on Time drop down. Select Yes or No.
Correct completion time selected.

81 Review received amounts and attachments.

Confirm all required attachments are supplied if applicable.

82 Click Done
Returns to the Maintenance Dispatch Page

Click left drop down arrow beside corresponding Work Order

83
number.
Quick Complete, Complete with Details, and Cancel options made
available.

84 Select quick complete.

Work Order is complete.

Repeat steps 77 to 84 for additional work orders.

Work orders closed.
Input Results
ok

RQ10025882

ok

CA BU

OK

OK

OK

OK
OK

The document (Outside Processing Purchase

Order) PO10025375 was submitted for
approval.

OK A & B STEEL LTD. , 1-MEDICINE HAT

PO10025375

OK

OK
OK

OK

You created the following receipt numbers: 12865

OK

OK

CA BU

PO10025375

PO10025375
OK

OK

OK

OK

The work order operation

WO10022574 : 20 has been changed
from status Ready to status Complete.

OK

OK
OK

OK

OK

OK

The work order operation

WO10022574 : 20 has been changed
from status Ready to status Complete.

OK

OK