Work Order Tracking / (CM) / (HSE) / (Tr) - Plans tab

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Attributes

Tab / Table / Section	Attribute	Remarks
Plans		Tab
	Parent WO	Parent of the work order shown in the Work Order field. When this field is blank, the work order in the Work Order field is a top-level work order. To assign a work order to a parent, select Assign to New Parent from the Select Action menu.
Plans > Dynamic Job Plan Information		Section
	Calculation	Calculation method; It could be STATIC, PROPORTIONAL, LEVEL or ATTRIBUTE
	Expression	Expression
	Description	Description
	Duration	Estimated remaining number of hours needed to complete the work.
Plans > Children of Work Order		Table with "New Row", "Select Assets", "Select Locations" and "Select Work Orders" button. "Change Status" and "Mark Row for Delete" icon are available in every row.
Plans > Children of Work Order > Child Information		Section
	Sequence	Indicates the sequence in which to execute the work orders in a work order hierarchy.
	Record	1. Identifies the work order number. 2. Go to {Work Order Tracking, Work Order Tracking (HSE), Work Order Tracking (Tr), Work Order Tracking (CM)}
	Record Class	1. The class of the work order record. 2. Read-only
	Location	Identifies the work order's location. This is not necessarily the asset's location, however, if an asset is entered, its location will default here.
	Asset	Identifies the asset. The Asset field is for the Maximo asset identifier, the value Maximo uses to track the asset. An asset can also have one or more aliases. Transportation (Tr) applications have an Alias field next to the Asset field. You can enter either a Maximo asset identifier or an asset alias in the Asset field. If you enter an alias, Maximo recognizes it and replaces it with the Maximo asset identifier. Maximo moves the alias to the read-only Alias field. Some applications do not have an Alias field that is paired with the Asset field. In these applications, if you enter an asset alias in the Asset field, the alias is simply replaced by the Maximo asset identifier. An alias can be associated with more than one asset. If you enter such an alias in the Asset field, Maximo displays a Select Value list of the assets that have that alias.
	Job Plan	Identifies the work order's job plan.
	Service Group	Defines the service group for the work order, for example: IT, production, facility, or fleet.
	Service	Defines the service for the work order, for example: customer support, painting, print, telecommunications, and welding.
	Route	Read-only
	Route Stop	Read-only
	Status	Status of the work order, for example, in progress, waiting on material, waiting for approval, completed, or closed.
	GL Account	General ledger account code to which work order costs are charged. The GL account consists of up to four components: cost center, activity, resource, and element, each separated by a hyphen. If the work order was generated from a PM, Maximo copies the GL account from the PM. This field is read-only if the Charge to Store? check box is selected.
	Priority	Identifies the importance of the work order, from 0-999, where 0 is the lowest priority and 999 is the highest.
	Inherit Status Changes	Specifies whether the work order's status will change when its parent work order's status changes. If the check box is selected (the default), the work order's status will change when the parent work order's status changes. If the check box is cleared, the work order's status will not change when the parent work order's status changes.
	Accepts Charges	Check box specifies whether or not the work order accepts charges. If the check box is selected (the default), the work order accepts charges. If the check box is cleared, the work order does not accept charges, and you cannot enter charges on the work order.
	Under Flow Control	Flag used to indicate a records participation in flow control. When applied to a parent, it rolls down the hierarchy to all its child records.
	Suspend Flow Control	Flag used to suspend and resume flow control on a parent record. Rolls down the hierarchy to all its child records.
	Flow Action	The action to be performed (if any) when the work order is started via process flow control
	Flow Action Assist	Suppresses the automatic firing of the action in flow control
	Launch Entry Name	Detail Menu {Select Value, Go to Launch in Context}
Plans > Children of Work Order > Scheduling Information		Section
	Schedule Start	Date the work order is targeted to begin. If the work order is generated from a PM, the date is supplied by the PM work order generation process.
	Schedule Finish	Date the work order is targeted to be completed.
	Target Start	Date and time the work is scheduled to begin.
	Target Finish	Date and time the work is scheduled to be completed.
	Start No Earlier Than	The earliest date at which work should start. Scheduled dates should be after this date.
	Finish No Later Than	The date that work should be completed by. Scheduled dates should be before this date.
	Include Tasks in Schedule	Indicates that this work order's tasks will be included in the schedule view.
	Appointment Required	Indicates if an appointment is required for the work order. Tasks that are created for this work order inherit this value, but can be modified.
	Actual Start	Date and time the actual work began.
	Actual Finish	Date and time the actual work was completed.
	Duration	Estimated remaining number of hours needed to complete the work.
	Time Remaining	Indicates the number of remaining hours needed to complete the work. You can modify this value until the work order is closed.
	Interruptible	Specifies whether the work order is allowed to be stopped once the work has begun and then restarted. If the check box is selected, the work can be stopped. If the check box is cleared, the work cannot be stopped and restarted.
	Interruptible shift	Specifies the shift on which the work will be interrupted in the Graphical Scheduling application.
	Predecessors	A non-persistent field to display the work orders predecessor work orders.
	Predecessors	Select work records to create precedence relationships with the current work record. The precedence relationships determine the scheduling order. Open work records within the same work hierarchy are displayed. To view a complete list of available work records, click Select More Work Records. (Scheduler Plus)
	Percent complete by actual hours	Read-only field specifies the percent complete as calculated by actual hours vs. planned hours. (Scheduler Plus)
	Percent complete by tasks completed	Read-only field specifies the percent complete as calculated by tasks completed vs. planned. (Scheduler Plus)
	Physical percent complete	Specifies the user-defined percent complete as entered manually. (Scheduler Plus)
Plans > Tasks for Work Order		Table with "New Row" button. "Change Status" and "Mark Row for Delete" icon are available in every row.
Plans > Tasks for Work Order > Task Information		Section
	Task	Identifies the task.
	Sequence	Indicates the sequence in which to execute the work orders in a work order hierarchy.
	Status	Status of the work.
	Classification	When you specify a classification for an object, you can organize related parent and child objects in a hierarchical structure, similar to a file directory. You can then drill up and down through the hierarchy to view associated items. Create and manage classifications in the Classifications application.
	Classification Description	Description of the classification specified for this record
	Inspection Form	The number of the inspection form.
	Inspection Result	The number of the inspection result.
	Under Flow Control	Flag used to indicate a records participation in flow control. When applied to a parent, it rolls down the hierarchy to all its child records.
	Flow Action	The action to be performed (if any) when the workorder is started via process flow control
	Suspend Flow Control	Flag used to suspend and resume flow control on a parent record. Rolls down the hierarchy to all its child records.
	Flow Action Assist	Suppresses the automatic firing of the action in flow control
	Launch Entry Name	Detail Menu {Select Value, Go to Launch in Context}
	Appointment Required	Indicates if an appointment is required for the work order. Tasks that are created for this work order inherit this value, but can be modified.
	Interruptible	Specifies whether the work order is allowed to be stopped once the work has begun and then restarted. If the check box is selected, the work can be stopped. If the check box is cleared, the work cannot be stopped and restarted.
	Interruptible shift	Work will be interrupted for only this shift in Graphical Scheduling application if value supplied
	Attachments	1. Click "Attachments" to display "View Attachments" dialog 2. Icon {View Attachments, Add New Attachments {Add New File, Add New Web Page}, Add From Library}
	Inherit Status Changes	Specifies whether the work order's status will change when its parent work order's status changes. If the check box is selected (the default), the work order's status will change as its parent's status changes. If the check box is cleared, the work order's status will be independent of its parent's status.
	Accepts Charges	Specifies whether or not the work order accepts charges. If the check box is selected (the default), the work order accepts charges. If the check box is cleared, the work order does not accept charges, and you cannot enter charges on the work order.
	Owner	The person currently responsible for the work from a service management perspective.
	Owner Group	The group currently responsible for the work from a service management perspective.
	Crew Work Group	Resource pool that will perform the work order.
	Route	Read-only
	Route Stop	Read-only
Plans > Tasks for Work Order > Work Reference Information		Section
	Reference WO	Identifies the work order number.
	Location	Identifies the work order's location. This is not necessarily the asset's location, however, if an asset is entered, its location will default here
	Asset	Identifies the asset. The Asset field is for the Maximo asset identifier, the value Maximo uses to track the asset. An asset can also have one or more aliases. Transportation (Tr) applications have an Alias field next to the Asset field. You can enter either a Maximo asset identifier or an asset alias in the Asset field. If you enter an alias, Maximo recognizes it and replaces it with the Maximo asset identifier. Maximo moves the alias to the read-only Alias field. Some applications do not have an Alias field that is paired with the Asset field. In these applications, if you enter an asset alias in the Asset field, the alias is simply replaced by the Maximo asset identifier. An alias can be associated with more than one asset. If you enter such an alias in the Asset field, Maximo displays a Select Value list of the assets that have that alias.
	Service Group	Defines the service group for the work order, for example: IT, production, facility, or fleet.
	Service	Defines the service for the work order, for example: customer support, painting, print, telecommunications, and welding.
	Observation	Describes the observation of the asset or location.
	Inspector	Inspector responsible for the work, measurement or observation.
	Measurement Point	The point number on the asset for which the measurement is taken.
	Measurement Value	Measurement value recorded. This field becomes read-only when you enter a value and save the record. If you enter a measurement for a measurement point, Maximo copies the new measurement and the measurement date to the Measurement table. If you enter a measurement without a measurement point, MAXIMO saves the measurement data with the work order. If you change the asset on a work order Maximo does not update the Measurement Value field.
	Measurement Date	Date and time the measurement was taken.
Plans > Tasks for Work Order > Scheduling Information		Section
	Target Start	Date the work is targeted to begin.
	Target Finish	Date the work is targeted to be completed.
	Scheduled Start	Date and time the work is scheduled to begin.
	Scheduled Finish	Date and time the work is scheduled to completed.
	Start No Earlier Than	The earliest date at which work should start. Scheduled dates should be after this date.
	Finish No Later Than	The date that work should be completed by. Scheduled dates should be before this date.
	Actual Start	Date and time the work was actually started.
	Actual Finish	Date and time the work was actually completed.
	Estimated Duration	Estimated time needed to complete the work.
	Time Remaining	Number of remaining hours needed to complete the work order. Maximo calculates the value from the Duration minus the number of hours worked so far. You can modify this value until the work order is closed.
	Predecessors	A non-persistent field to display the work orders predecessor work orders.
	Predecessors	Select work records to create precedence relationships with the current work record. The precedence relationships determine the scheduling order. Open work records within the same work hierarchy are displayed. To view a complete list of available work records, click Select More Work Records. (Scheduler Plus)
	Include Tasks in Schedule?	Indicates that this work order's tasks will be included in the schedule view.
	Percent complete by actual hours	Read-only field specifies the percent complete as calculated by actual hours vs. planned hours. (Scheduler Plus)
	Percent complete by tasks completed	Read-only field specifies the percent complete as calculated by tasks completed vs. planned. (Scheduler Plus)
	Physical percent complete	Specifies the user-defined percent complete as entered manually. (Scheduler Plus)
Plans > Tasks for Work Order > Dynamic Job Plan Information		Section
	Calculation	Calculation method; It could be STATIC, PROPORTIONAL, LEVEL or ATTRIBUTE
	Level	Calculation level
	Expression	Expression
Plans > Labor		Table with "New Row", "Select Crew Type" and "Select Craft" button. "Mark Row for Delete" icon are available in every row.
Plans > Labor > Details
	Task	Identifies the task for the planned craft or labor.
	Crew Work Group	The service center or resource pool that will perform the work.
	Crew Type	The type of crew that should perform the work.
	Craft	Identifies the craft. You can edit this field if the work order's status allows work plan labor edits. Work order editing rules are set up in the Organizations application.
	Skill Level	Skill level associated with the craft. You can edit this field if the work order's status allows work plan labor edits. Work order editing rules are set up in the Organizations application.
	Vendor	Identifies the vendor or contractor, by company code, which will supply the labor resources.
	Labor Contract	Identifies the contract with the vendor that will supply labor resources.You can edit this field if the work order's status allows work plan labor edits. Work order editing rules are set up in the Organizations application.
	Quantity	The required quantity of individuals
	Crew	Identifies the crew that performed the work.
	Labor	Identifies the labor planned for the work order task.
	Outside	Specifies if the planned labor is associated with a vendor
	Regular Hours	Number of labor hours required to complete the work.
	Rate	Hourly pay rate for the labor or craft. Maximo copies this data from the Labor table. If you modify this field, Maximo recalculates the Line Cost field on the Labor subtab, and the Current Estimate Labor Cost in the View Costs dialog box.You can edit this field if the work order's status allows work plan labor edits. Work Order editing rules are set up in the Organizations application.
	Line Cost	The calculated cost for the craft or labor. Maximo derives the value as: Regular Hours multiplied by the Rate plus any premium pay defined.
	Rate Changed	Indicates whether a user has overwritten the value in the Rate field. If the check box is cleared (the default), and the labor's rate or the labor contract has changed since the labor was planned, Maximo overwrites the Rate field on approval. If the check box is selected, Maximo does not overwrite the Rate field on approval.
	Appointment Required	Indicates if an appointment is required for the labor record. If the labor record is assigned to a task, this value is inherited from the task. If the labor record is not assigned to a task, this value is inherited from the work record.
Plans > Labor > Dynamic Job Plan Information		Section
	Type	Calculation type : used to specify if the calculation update the duration or quantity value
	Calculation	Calculation method; It could be STATIC, PROPORTIONAL, LEVEL or ATTRIBUTE
	Description	Description
	Expression	Expression
Plans > Materials		Table with button "New Row", "Select Materials" and "Select Asset Spare Parts" button. "Mark Row for Delete" icon are available in every row.
Plans > Materials > Details		Section
	Task	Identifies the task for the planned item or material.
	Item	1. Identifies the item. If you enter an item that is defined as a hazardous material in Inventory, Maximo inserts hazard information on the Safety Plans tab. 2. Mandatory if Line Type is Item
	Description	1. Describes the item. To enter or view additional information, click the Long Description button. 2. Mandatory if Line Type is Material
	Line Type	Values {Item, Material}
	Quantity	Number of items you need for the task. If you modify this field, Maximo recalculates the Line Cost field on the Materials subtab, and the Current Estimate Material Cost on the View Costs dialog box. You can edit this field if the work order's status allows work plan material edits. Work order editing rules are set up in the Organizations application.
	Order Unit	Order unit for the item
	Unit Cost	Price of the item per unit at the time the work order was approved.
	Line Cost	Total cost of the item. MAXIMO calculates this using the following formula: (quantity) x (unit cost).
	Storeroom	1. Storeroom location of the item. You can edit this field if the work order's status allows work plan materials edits. Work order editing rules are set up in the Organizations application. 2. Enable if Line Type is Item
	Storeroom Site	1. Identifies the site in which the storeroom is located. 2. Enable if Line Type is Item
	Reservation Type	1. Specify the type of reservation depending on whether it is a firm request for material or not (hard or soft). The reservation type may also be set to automatic, in which case the reservation type (APHARD or APSOFT) is generated depending on the urgency of the order. 2. Values {Automatic, Hard, Soft} 3. Enable if Line Type is Item
	Direct Issue	Specifies whether you obtain the item directly from a purchase or from a storeroom. If you clear the check box (the default), you obtain the item from a storeroom and you must enter a value in the Storeroom field. When the work order is approved, Maximo reserves the item in inventory. If you select the check box, the item will be purchased for the approved work order when you use the Reorder Direct Issue Items/Services in the Inventory application. You can edit this field if the work order's status allows work plan materials edits. Work order editing rules are set up in the Organizations application.
	Vendor	Identifies the suggested vendor for the item. If the Direct Issue? check box is selected, you can edit this field if the work order's status allows work plan material edits. Work order editing rules are set up in the Organizations application.
	Stock Category	1. Indicates whether the item is a stocked item (STK), or a non-stocked item (NS). If the value is SP, then the item was identified as a special order item by the system as part of the purchasing process. 2. Read-only
	Condition Code	Identifies the condition of the item planned for the work.
	Condition Rate	1. Condition's rate expressed as a percentage. For example, a condition code of NEW would have 100 as the condition rate (in percent), while a condition code of FAIR might have 50 as the condition rate. 2. Read-only
	Condition Enabled?	1. Specifies whether this item has a value or worth you want to assign and track based on its physical condition. You can apply different rates to an item as its condition changes from use, such as from new to used. If the check box is selected, you must assign at least one full value (100%) condition code for this item, and any other codes you assign must be a percentage of that. If the check box is cleared (the default), the physical condition of the item is not tracked. 2. Read-only
	PR	Purchase requisition on which this direct issue item is ordered.
	PR Line	Line number on the purchase requisition for the item.
	Issue To	1. Labor or craft to whom to issue the item or material. 2. Detail Menu {Select Value, Go to {People, People (HSE)}}
	Required Date	Date you require the item. If the Direct Issue? check box is selected, you can edit this field if the work order's status allows work plan material edits. Work order editing rules are set up in the Organizations application.
	Requested By	Identifies the person requesting the item.
Plans > Materials > Dynamic Job Plan Information		Section
	Calculation	Calculation method; It could be STATIC, PROPORTIONAL, LEVEL or ATTRIBUTE
	Level	Level number
	Expression	Expression
Plans > Services		Table with button "New Row", "Select Standard Services" button. "Mark Row for Delete" icon is available in every row.
Plans > Services > Details
	Task	Identifies the task to which the service applies.
	Line Type	1. Identifies the type of service, for example standard service (one that is used repeatedly, such as grounds maintenance or installation), or a service (a single-type purchase or not used often enough to maintain a vendor catalog for it, such as painting). 2. Values {Service, Standard Service}
	Service	Identifies the standard service.
	Description	Describes the service. To enter or view additional information, click the Long Description button.
	Quantity	Quantity of the service for the work plan task.
	Order Unit	Order unit for the item
	Unit Cost	Cost of the service at the time the work order is approved.
	Line Cost	Calculated value. Maximo calculates the value using the following formula: Quantity x Unit Cost.
	Issue To	Identifies the Labor or Craft to whom the service will be issued.
	Required Date	Date and time the service is needed.
	Requested By	Identifies the person requesting the service.
	Vendor	Suggested vendor from whom to order the service.
	PR	Purchase requisition on which this direct issue service is ordered. Maximo populates this field after the work order is approved and you reorder direct issue items and services in the Inventory application.
	PR Line	Line number on the purchase requisition for the service. Maximo populates this field after the work order is approved and you reorder direct issue items and services in the Inventory application.
Plans > Services > Dynamic Job Plan Information		Section
	Calculation	Calculation method; It could be STATIC, PROPORTIONAL, LEVEL or ATTRIBUTE
	Level	Level number
	Expression	Expression
Plans > Tools		Table with "New Row", "Select Tools" button. "Mark Row for Delete" icon is available in every row.
Plans > Tools > Details
	Task	Identifies the task for which the tool will be used.
	Tool	Identifies the tool.
	Quantity	Quantity of the tool required for the planned work.
	Tool Hours	Number of hours for which the tool will be used for the work.
	Rate	Hourly rate for the tool. If you modify this field, Maximo recalculates the Line Cost field on the Tools subtab, and the Current Estimate Tool Cost in the View Costs dialog box. You can edit this field if the work order's status allows work plan tool edits. Work Order editing rules are set up in the Organizations application.
	Line Cost	The calculated cost for the tool. Maximo derives the value as: (Tool Hours) x (Rate).
	Rate Changed	Indicates whether a user has overwritten the value in the Rate field. If the check box is cleared (the default), and the tool's rate has changed since the tool was planned, Maximo overwrites the Rate field on approval. If the check box is selected, Maximo does not overwrite the Rate field on approval.
	Reservation Required	Specifies whether the technician will need to get the tool from a storeroom (make a reservation) or provide it himself. If the check box is cleared (the default), no reservation is required. If the check box is selected, a reservation is required. When you select the Reservation Required check box, you must specify the storeroom from which to get the tool.
	Storeroom	Storeroom location of the tool. You can edit this field if the work order's status allows work plan tool edits. Work order editing rules are set up in the Organizations application.
	Storeroom Site	Identifies the site in which the storeroom is located.
	Reservation Type	1. Specify the type of reservation depending on whether it is a firm request for material or not (hard or soft). The reservation type may also be set to automatic, in which case the reservation type (APHARD or APSOFT) is generated depending on the urgency of the order. 2. Value {Automatic}
	Issue To	Identifies the labor to which the tool is issued
	Required Date	Date item is needed.
Plans > Tools > Dynamic Job Plan Information		Section
	Type	Calculation type : used to specify if the calculation update the duration or quantity value
	Calculation	Calculation method; It could be STATIC, PROPORTIONAL, LEVEL or ATTRIBUTE
	Level	Level number
	Expression	Expression

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