Default work type

You can pick a default work type for the site. APM will use this default work type when a user acknowledges an indicator alarm by creating a request for work, work order, or work request.

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Follow-up work

The selected work type is defaulted to new requests for work created as follow-up work for indicator readings, maintenance action plans, and safety override incidents.

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Reliability program review

The selected work type is defaulted to new requests for work created for reliability program reviews.

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Planned start date prompting

Select whether or not the system will enter a default planned start date and time when a new work order task is created: • Prompt the work order task’s planned start date: The system enters the current date and time as the default start date. Planners will be able to change this default date. • Do not prompt the work order task’s planned start date: The system leaves the planned start date blank, and the planner must enter a date. A warning message is displayed if the planned start date is blank when the task is saved. Note: This policy does not affect work orders triggered from standard jobs. If the work order has been created from a triggered standard job, the system will still enter a planned start date.

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**Work order report

The report that will be used to print work orders when work packages are printed. To use the standard APM report, select Work order form.

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**Work order task report

The report that will be used to print work order tasks when work packages are printed. To use the standard APM report, select the Work order task form.

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Standard document report

The form that will be used to print standard documents when work packages are printed. To use the standard APM report, select the Standard document version.

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Checksheet form

Select the report form to use when printing the work package for a checksheet.

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Save printed work package reports

The printed work package report is saved in the History view for the schedule, work order or work order task.

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Default status for activity reporting

The default completion status that will be used when a new activity report is created for a work order task, if the task does not yet have a completion status. Users will be able to change this status on the activity report.

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Default status for work order closing

The default completion status that will be used when a work order task is closed. Users will be able to change this status in the Close Task dialog.

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Default status for troubleshooter timecards

The default completion status that will be used for work order tasks created for troubleshooter timecards.

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Policy for performing activities on unplanned work orders

Select the policy to apply for performing activities on unplanned work orders. Your options are: • Do not allow activity on work orders on which planning has not been completed • Allow activity, but always warn the user first that planning has not been completed • Allow activity and do not warn the user.

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Receiving rentals

When this option is selected, receiving an equipment rental for a work order task will cause the system to update the task’s status to “Work Started”.

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Charging time

When this option is selected, entering a timecard for a work order task will cause the system to update the task’s status to “Work Started”.

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Using tools

When this option is selected, reporting tool usage for a work order task will cause the system to update the task’s status to “Work Started”.

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Issuing materials

When this option is selected, entering issuing material for a work order task will cause the system to update the task’s status to “Work Started”.

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Receiving purchases

When this option is selected, receiving a purchase order line for a work order task will cause the system to update the task’s status to “Work Started”.

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Using rentals

When this option is selected, reporting rental equipment usage for a work order task will cause the system to update the task’s status to “Work Started”.

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Issuing tools

When this option is selected, issuing a tool for a work order task will cause the system to update the task’s status to “Work Started”.

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Acknowledging services

When this option is selected, entering a service acknowledgment for a work order task will cause the system to update the task’s status to “Work Started”.

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Shipping units for repair

When this option is selected, creating a shipping transaction for an external repair of a serialized resource will cause the system to update the task’s status to “Work Started”.

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Checksheet creation

When this option is selected, creating a checksheet will cause the system to update the task’s status to “Work Started”.

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Process activity reports immediately as they are entered

This setting control when activity reports are processed at this site. When you select this option, activity reports are processed immediately when the user clicks OK on the Activity Report dialog. This is the default setting. If you clear this option, processing will be deferred until it is manually requested. This allows a supervisor or team leader to review activity reports before they are processed.

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Auto create timecards

This setting allows you to control whether timecards are automatically created whenever activity is reported on a work order task.

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Timecards created for

Specify whether you only want a single timecard to be created for the current employee, or whether you want timecards to be created for every trade requirement on the task. If any of the trade requirements involve more than one person, a separate timecard is created for the number of people specified for that requirement.

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Auto create equipment usage transactions

Select whether equipment usage transactions are automatically created for planned rental equipment requirements when activity is reported on a work order task.

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Auto create service acknowledgments

Select whether service acknowledgments are automatically created for planned service requirements when activity is reported on a work order task.

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Auto create tool usage

Select whether tool usage transactions are automatically created for planned tool requirements when activity is reported on a work order task.

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Auto create issue transactions for stores materials

Select whether issue transactions are automatically created for planned material issues when activity is reported on a work order task.

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Prompt remaining planned hours on timecard

Select this option to have the system prompt the timecard's Hours worked box with the remaining planned hours. If you select not to prompt the planned hours, the Hours worked box will be blank on the timecards.

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Prompt the remaining hours to work with 0 hours

Select this option to have the system enter “0” as the default Remaining time on timecards. If you clear this option, the Remaining time box will be blank by default.

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Maximum hours entered on timecards

Whether or not there is a maximum number of hours that can be entered on each timecard. For example, you may want to set 24.0 hours as the maximum for any one timecard. Doing so may help to prevent errors in timecard entry. If you select the option Edit the hours entered on a timecard, you must also enter the maximum number of hours.

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Hours entered cannot exceed

If you select the option Yes, edit the hours entered on a timecard, you must also enter the maximum number of hours. For example, you may want to set 24.0 hours as the maximum for any one timecard. Doing so may help to prevent errors in timecard entry.

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Future dated timecards

Whether or not users can enter timecards for a future date and time. If you select the option Future dated timecards are allowed, you must also enter the period of time for which users can enter future dated timecards (for example, one day or one week into the future).

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Horizon for future dated timecards

If you select the option Future dated timecards are allowed, you must also enter the period of time for which users can enter future dated timecards (for example, one day or one week into the future).

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Work request options

This policy determines how APM responds when either a failure mode or problem is identified on a work request. The policy applies to both the request title and description. The choices are: • Request properties are always updated with the referenced item’s information • Request properties are updated only if they are blank

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Display message when closing work order and purchasing documents remain open

When users close work orders that have open purchasing documents, APM displays a message informing them of the fact.

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Send notifications when purchasing documents remain open after work order tasks are closed

Select this option to have the system check for open purchase orders and open requests for quotation (RFQs) that are related to a work order when the work order task is being closed. If open purchase orders or RFQs are found, APM sends notifications to the employees selected in the options on this tab.

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Notification method

Select how employees are notified that there are open purchasing documents when a work order task is closed: • Using email • Using bookmarks • Using both email and bookmarks

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Notify the buyer

Select this option to notify the buyer that a purchasing document is still open when a work order task is closed.

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Notify the planner

Select this option to notify the planner that a purchasing document is still open when a work order task is closed.

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Notify other employees

Select this option to notify other selected employees that a purchasing document is still open when a work order task is closed. Click Browse to select the employees who should be notified.

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