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Work Orders
History

Application Software for:

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bulletContractors
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WORK ORDERS

General Operation:

Depending on the level of detail and control you need over jobs, work can be recorded in one of three ways.

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Through a formalised work order system (ie. work orders have to be raised before a job commences). Work progresses through stages of being requested, opened, issued, closed and costed. As jobs are closed and costed, job information is archived and posted to history.

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 Work orders can be recorded after the job is complete. While this records all details and parts used, it avoids delays in issuing a formal work order.       

Details of work can be written directly to history. No parts information is recorded and only a summary of work done is maintained.

Sub Modules:

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Current work orders, Archived work orders, Time slips, Trades and Rostering, Permits and Special instructions, Work order templates.

Functions:

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Allocates resources and materials.

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Provides detailed instructions, both at work order and task levels. 

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Provides safety instructions and restricts work until permits are obtained.

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Captures and allocates costs.

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Monitors progress at different levels of details.

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Provides feedback for preventative and scheduled maintenance work.

Features:

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 Work order requests by name, department and description. Requests are time and date stamped, and there is provision for external requisition numbers.

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Planning and work in progress screens.

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Multiple scans by type, number, status, priority etc.

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Work can be raised at plant, component, sub component and rotable levels.

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Plant searches by asset grouping.

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Work order type classification.

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 Progress status levels with delay options.

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Priority settings.

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 SMU (service meter unit) recording.

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 Permits and special instructions for safety problems and special tooling.

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Provisions for recording subcontractor work (description, labour, parts and other costs, warranty etc).

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Multiple sub contractors per work order.

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Location descriptions and component coding.

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Access to trade and people details; multi shift rosters with vacation allowances.

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Estimated and actual comparisons of time and cost.

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Downtime.

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Time slip interface.

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Locations with defaults from Asset register information.

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Main and subtask trade assignments.

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Up to 999 segmented tasks with free form text, references, time and resource allocations.

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Parts estimation and actual usage with Inventory and APL look-ups.

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Dates and times for scheduling, starting and completing work.

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Sub task completion dates and progress status.

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Allocation of trade types and skill levels.

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Work Locations.

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Time slip labour accounting.

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Cost centre assignment.

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Links to inventory and BOM listings for part searches, stock on hand, bin locations and cost.

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Summary and detail descriptions of work order outcomes, which are passed to history when jobs are closed.

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Asset budget updates when work orders are closed.

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Optional accounting interface for work in progress analysis and detailed asset costing analysis.

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Automatic work order generation from Scheduled Maintenance.

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Updating of last service information for maintenance scheduling as work is closed.

Trades Register:

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Trade and skills.

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Employee code, names (and nick names), addresses, trade and skill levels, and leave scheduling.

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Links to the Employees module

Rosters/ Work Centres:

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Multiple rosters with user defined periods. Periods are defined in days and working hours.

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Multiple trades and skills per roster.

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Comparison of manpower scheduled and available.

SCHEDULED MAINTENANCE

Effective scheduled maintenance is the best way to reduce short and long term operating costs. It needs to be dynamic.

Maintenance must be fit into production schedules, reflect changes in operating conditions, and the outcomes of repair and breakdown work.

QM’s Scheduled Maintenance gives you the flexibility to do this.

Choose from fixed or floating schedules, quick work issue and close, or a more detailed approach with Work Order integration. No matter what method you choose, audit trails are generated in History.

You can forecast maintenance to any future date for a detailed schedule of  equipment availability, to budget labour requirements and minimise inventory holdings. 

Sub Modules:

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Schedules, Templates, Release and close, Maintenance Forecasts.

Schedules:

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Maintenance selected at the plant, component level.

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On screen sequencing by plant and component, or by date due.

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Inspections can be triggered from Condition monitoring.

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Fixed intervals, when scheduling takes place at determined times, irrespective of when the last job was actually done. ie. jobs with 1,000 SMU intervals will always take place at 1,000, 2000, 3000 SMU’s etc. This is important for statutory inspections, or:

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Floating intervals, when the periods between jobs remains constant. Hence, if a schedule runs 100 SMU over the period, the next is scheduled at another 1,000, instead of 900 SMU’s. This means that the schedule will drift relative to a fixed one.

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Links to maintenance templates for job instructions. Optional links to multiple job instructions i.e. for combining inspections with generic condition monitoring instructions.

Incorporation:

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Jobs can be incorporated in another. ie. a 1,000 SMU job will incorporate a 500 and 250. Lower level jobs are not released, but their templates can be included in the main job. They will be tagged as incorporated, and will be closed and rescheduled when the main job is closed.

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Tasks can be arranged by component code, allowing changes to the order in which they appear when multiple templates are used. Tasks on the same component appear together.

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Tasks can be excluded from incorporation. Some tasks, on different schedules, will be mutually exclusive. The system includes a switch to exclude lower level tasks.

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Scheduling by SMU is determined by the average weekly usage, maintained in the asset register.

Releasing:

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Batch or on screen releasing.

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Batch releases can be general (ie. all schedules for a period) or specific (ie. for certain plant, for a different time interval).

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Any schedule can be released by a screen push button or hot key.

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Informal work orders are produced and closed within the scheduled maintenance module. History records are written, but only estimated costs are used.

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Quick close option for informal work orders.

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Optional format allowing plant components to be scheduled independent of each other. ie. If engine oil is changed prematurely, it can be rescheduled at a floating, rather than fixed interval compared to other components on the asset.

Templates:

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Arranged by plant and component, or maintenance group.

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Trades and rosters.

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Work locations.

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Estimated downtime, sub contract, labour, parts and consumables cost.

bullet Outline, Summary and Detailed instructions.

Tasks: 

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Up to 1,000 tasks per template, with up to 640 characters per line.

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Trade specifications.

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Estimated duration.

Parts

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 Lists and quantities.

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Look ups and links to inventory, supply and APL’s.

Forecasting:

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Extrapolate schedules to any future date.

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Generates a list of work by month and plant.

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Forecasts labour, parts usage and plant availability requirements.

HISTORY

The history module is the focal point for investigating performance and previous activities on plant and components.

History is a sub set of information found in archived work orders and is generated when a work order is closed.

Alternatively, work can be entered without creating a work order, or when informal maintenance work is complete and next due dates are updated. This saves time, yet maintains a reasonable level of detail.

Only estimated costs are required, although true costs are transferred from work orders. You can enter non-repair items ie. insurance and registration payments. As long as estimates are within vicinity of true costs, management decisions remain accurate.

The history file is designed for flexible categorisation and searching. Sub modules contain details of work done by sub contractors, and the time remaining to the next overhaul of selected components.

Features:

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Combined scan/ full screen layouts making full value of screen real estate.

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User definable categorisation of work types, including non-repair expenses.

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Summary and detailed descriptions of work performed.

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On screen linking to archived work orders.

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Range and locate selections by plant, component and sub component.

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Adhoc ranging for effective cross tabs.

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Multiple contracts can be attached to history records, with links to purchasing (supply).

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Supplier file look-ups with contacts, phone and fax numbers, product details etc.

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User definable failure coding.

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Date and service meter unit tracking. History records can be displayed in either sequence.

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Location identification to analyse effects of adverse conditions.

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Approximate costs with real costs accumulated through the work order module.

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History Gantt charts by date and SMU.Text Box:

Contract Jobs:

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Records maintenance work done by external contractors, with links to supplier file for addresses, phone numbers, products and services and contact details.

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Segmentation of costs by labour, parts and other items.

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Choice of segmented or unsegmented jobs.

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Comparison of actual to estimated costs.

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Segmentation of work performed, including amounts, and percentages complete.

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Variations recorded against work segments.

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Provision to include warranty clauses by expiry dates or service meter units.

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References to external documents or contract numbers.

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Ability to classify jobs by work type and link to a work order number.

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Crosstabs by component code.

Component Overhauls:

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Monitoring of components overhaul periods by SMU’s and dates.

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Days and SMU remaining to next overhauls.

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Periodic reporting for suggested overhaul work.

 

 

 

 

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Copyright © 1999 Greg Sier & Associates PL
Last modified: May 03, 2001