Concepts

Tasks

Settings

Creating a Request for Work from Scratch

A request for work identifies the tasks to be performed as a result of an asset inspection or report of a failure. Requests for work are created in APM and submitted to the external CMMS using interoperability services. When the CMMS is SAP, a notification or maintenance order is created or updated.

Once a request for work is submitted, its interop status is updated to “Ready to Send” and the request becomes read-only in APM. After the request is accepted, either an interop work request or an interop work order is added to, or updated in, APM with a link to the originating request for work.

There are several ways to create requests for work in APM. You can create them:

•	Manually (from scratch), as explained in this topic

•	When acknowledging indicator alarms

See Acknowledging Indicator Alarms with AWEIS

•	On an indicator reading

See Requesting Follow-up Work for an Indicator Reading

•	On an indicator checksheet

See Creating a Request for Work from a Checksheet

•	To define follow-up work for:

•	Failure records

•	Inspection reports

•	Maintenance action plans

•	Reliability program reviews

•	Safety override incidents

Requests for work can also be generated automatically in response to the following:

•	Indicator state changes – For example, a request for work could be created automatically to acknowledge an alarm

See Setting up Indicator States to Create Requests for Work.

•	Work document status changes – For example, when an SAP maintenance plan’s status changes to TECO (technically complete), a request for work can be generated in APM to perform a follow-up inspection

See Setting up Follow-up Work Creation Settings.

•	Solution package’s next due date changes – Settings determine if a new request for work is needed to respond to due date changes

See Setting up Site-Specific Work Types.

This topic explains the components of a request for work, interop statuses, and how to create a request for work from scratch. It explains:

•	Solution Packages

•	Events or Failure Codes

•	Breakdown Information

•	Recommended Tasks

•	Labor Requirements

•	Work Document Characteristics

•	Interop Statuses and Resubmitting Requests

It explains how:

•	To Start the Request for Work

•	To Add Work Information

•	To Add or Link to a Failure

•	To Add a Solution Package

•	To Enter Values for User Fields and Reference Numbers

•	To Enter Breakdown Information

•	To Select Failure Codes

•	To Add Events

•	To Select Secondary Statuses

•	To Add Tasks and Labor Requirements

•	To Complete the Request for Work

Note: Mandatory and read-only properties on requests for work are determined by the site’s interoperability profile and the work type assigned to the request. This topic assumes that all properties are available.

Solution Packages

Requests for work can include preplanned tasks in the form of solution packages sent from the CMMS.

When you request a solution package trigger in a request for work, you are telling the CMMS to create a work order from the solution package. You can select one or more solution package levels, steps, and a cycle.

Or you can simply reference a solution package, rather than triggering one. This tells the CMMS that when the time comes to create the work order, it should be based on the solution package. You can add detailed information such as recommended tasks, labor requirements, and a description.

APM supports as many as four levels of solution packages, which you can name according to the requirements of your CMMS or organization. For example, solution package levels could be named Maintenance plan, Maintenance item, and Task list. Levels can be independent or subordinate to higher levels. For example, if Maintenance items (level 2) are subordinate, you must select a Maintenance plan (level 1) before Maintenance items are available for selection in a request for work.

Events or Failure Codes

The Failure code type setting in the site interoperability profile determines whether events or failure codes are available in the request for work. If it is set to Object part, damage and activity codes, the Events tab appears in the Request for Work window.

You can add one or more events that identify the problem the requested work is meant to correct. An event consists of up to four catalog codes: object part group, object part, damage code, and activity code. When you add more than one event, APM calculates the highest priority event by comparing the events’ work priorities, durations, and sequence numbers.

If Failure codes is selected in the site interoperability profile, the Failure Codes tab appears in the Request for Work window. You can select as many as five failure codes from those defined for your organization and enter a description.

Note: To use failure codes in APM, you must first enable feature 46. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Failure codes support with AssetWise Interoperability”, and click OK. If APM is running as a smart client, click Refresh Enabled Features. Then restart the client to use the functionality.

Breakdown Information

You can record that a breakdown occurred, its start and end dates (if available), and is description. This information is used in the CMMS to create breakdown flags and trigger work. Interop work requests and work orders sent to APM contain breakdown information.

Recommended Tasks

You can add recommended tasks to requests for work. A task is identified by its task type, task type group, and title. You can include a description, assign an employee, and set start and end dates.

Recommended tasks are added to the interop work request or interop work order that results from the request for work.

Labor Requirements

You can add labor requirements to the request for work. APM automatically calculates the total duration of effort for resources of the same trade. For example, three electricians for two hours each results in a total requirement of six hours.

Labor requirements are added to the interop work request or interop work order that results from the request for work.

Work Document Characteristics

The reference numbers that you enter on the References tab can appear in the Characteristics tab when the request has been submitted. When the external CMMS is SAP, the reference numbers are added to the notification. To prepare for creating requests for work, be sure to set up classification classes and map sets for work documents.

In some cases, AWEIS returns characteristic values from the CMMS to the interop work request or interop work order. Characteristic mapping is optional for these values.

For more information, see Setting up Characteristic Mapping for Interop Work Documents.

Interop Statuses and Resubmitting Requests

The interop status appears in the Request for Work Properties dialog, General tab.

Interop status

Indicates the work document’s stage in the integration workflow. Possible statuses are: • New / Pending – The document has not yet been submitted to AWEIS • Data entry complete – The request meets requirements. For example, it includes a recommendation from event or labor requirement • Ready to send – The document has been submitted and is ready to be sent to AWEIS • Sent – The message has been sent to the CMMS where it will be acknowledged • Accepted by system of record – The request has been acknowledged by the CMMS and an interop work request or interop work order has been added or updated in APM • Rejected by system of record – An error prevented the CMMS from accepting the request. An interop message returns the reason for rejection • Error – An error prevented the request from being sent to the CMMS. An interop message returns a description of the error • Request canceled – The user canceled the request

A request for work can be edited when its status is New\Pending, Error, or Rejected. You can revise a request with the status Error or Rejected and then resubmit the request. Right-click the request in the Requests for Work tab and click Resubmit.

To Start the Request for Work

1.	On the Site window, select the Work Management view, Requests for Work tab.

2.	Click New. The Request for Work Properties dialog appears. For example:

3.	Browse for the asset to work on. The asset must be (or be descended from) an interop asset, which means that there is a corresponding object in the CMMS. The asset can be the descendant of an interop asset in the site’s physical hierarchy.

The asset’s name, asset type, and hierarchy location are displayed in the dialog.

4.	APM provides the request number automatically. If necessary, you can replace it with a unique value for the site.

APM sets the interop status to “New/Pending”.

5.	Select an employee in the Requester list.

To Add Work Information

1.	Work information values can be defaulted from a variety of sources, for example, the solution package, work type definition, or highest priority event. You can change these values if needed:

Setting Name

Description

Work title

Title used to identify the work document in lists and tables.

Requester

Employee who is requesting the work.

Create work order

If this option is selected, an interop work order is created in APM when the request is accepted. If this option is not selected, an interop work request is created.

Work type

Work types describe and control the work performed for the interop work document. For example, Inspection and Corrective types allow different activities and usage.

Work classification

Work classifications are used to categorize, sort, and filter work documents. Work types typically list classifications that are relevant to them. For example, the Corrective work type is associated with the classifications “based on inspections”, “modification”, “planned”, and “unplanned corrective”.

Maintenance group

Work planners specify which maintenance group will perform the work defined in a work document.

Work priority

Work priority indicates the urgency of work and the sequence in which it should be completed. For example, “Normal” and “Emergency” might be two priorities used by your organization.

Safety critical

Indicates whether or not the asset or procedure needs to be fail-safe for safety purposes. Possible values are blank, “Yes”, or “No”.

Planner group

Group of employees responsible for planning, processing, and maintenance tasks in a plant.

Operating condition

The operating condition that the asset must be in when the work is performed. For example, if the asset must be shut down to perform the work, you might select an operating condition called “shut down”.

Estimated cost

Approximation of the cost involved in performing the work.

2.	Select start and end dates as appropriate. If the End before date is displayed, it is calculated using the request’s creation date plus the duration of the work priority’s “work to be completed within” setting.

To Add or Link to a Failure

1.	On the General tab, select Create or link to a failure event. This option is available if the work type’s site settings allow failure creation. The Failure tab is added to the window.

2.	Select the Failure tab.

3.	Select either Create a new failure or Link to existing failure.

4.	If you selected Link to existing failure, browse to select a failure from the Failure Selector dialog.

5.	If you selected Create a new failure, identify the asset.

6.	Add information to the Failure description box.

7.	Select a failure severity from the list.

8.	Select the failure type from the list.

9.	Select the failure classification from the list.

10.	Select Preventable if you wish to indicate that the asset’s reliability program needs review.

11.	Select the date and time when the failure occurred.

12.	To have APM open the Failure window, select Launch the failure.

To Add a Solution Package

1.	If you wish to trigger the solution package following the successful submission of the request for work, select Request solution package trigger on the General tab. The Trigger tab is added and the Solution Package, Statuses, Tasks, Labor, Description tabs are removed from the window.

This example is from an organization that uses three solution package levels named “Maintenance plan”, “Maintenance item”, and “Task list”. Maintenance item and task list are subordinate to the levels above them, so they are not available for selection until the level above is selected. Steps have been defined as “Operations” to identify the operations or tasks performed on the solution package.

Select the solution package level(s), cycle, and steps as needed.

2.	If you do not wish to trigger the solution package, select the Solution Package tab and select the solution package level(s), steps, and cycle, as needed.

To Enter Values for User Fields and Reference Numbers

1.	If your organization has defined user fields, the Details tab is available, where you can select the appropriate strings, dates, and options.

2.	If your organization has defined reference numbers, select the References tab to enter values. The tab can contain up to five text boxes where you can enter numbers specific to this request and your organization’s requirements.

Once the request has been submitted, the values are transferred to characteristic values to update the CMMS. The Characteristics tab is then populated with this information.

To Enter Breakdown Information

1.	Select the Breakdown tab and click Breakdown:

2.	Enter the dates on which the breakdown started and ended (if available). The duration is calculated automatically.

3.	Enter a comment.

To Select Failure Codes

1.	If the site interoperability profile specifies failure codes, the Failure Codes tab appears in the window. This tab lists the failure codes that have been defined for your organization. For example:

2.	Select a value for each failure code.

3.	Enter the failure description.

To Add Events

1.	If the site interoperability profile specifies object part, damage code, and activity code, the Events tab appears in the window. For example:

2.	For each event you wish to add, select the following:

Setting Name

Description

Part group

Part group codes identify categories of assets, for example, pumps or motors.

Part	Part codes identify components for a part group, for example, parts of a pump.

Damage code

Damage codes provide predefined categories to describe asset damage. For example, ARLK for Air Leak. Damage code can be optional when you are adding an event to a request for work. However, if a damage code and activity code are not selected, the event will not have a work priority.

Activity code

Code that identifies the work required. Activity code can be optional when you are adding an event to a request for work. However, if a damage code and activity code are not selected, the event will not have a work priority.

3.	When you have selected the codes, click Add Event. APM adds the event to the “Recommendations from event” table and calculates the highest priority event.

Tip: You can open the Event Properties dialog for an event by double-clicking it in the table. You can also click New to create an event. For example:

To Select Secondary Statuses

1.	Select the Statuses tab. For example:

This tab displays the available secondary status codes.

2.	Select the appropriate statuses for this request for work. Note that if a group’s definition allows it, you can select two or more codes from that group.

To Add Tasks and Labor Requirements

1.	Select the Recommended Tasks tab to add one or more recommended work steps to the request. Click New. The Recommended Task Properties dialog appears:

2.	Define the task by selecting a task type, entering a title, selecting an employee, entering start and end dates, and providing a description.

When the request is submitted to the CMMS, recommended tasks are displayed in the resulting interop work request or interop work order.

3.	To record labor requirements, select the Labor tab.

4.	Select the trade from the list.

5.	Enter the number of tradespeople required. The number might default from the trade definition.

6.	Enter the amount of time needed for each tradesperson.

7.	Click Add. The requirement is added to the table.

Tip: You can edit a labor requirement by double-clicking it in the table to open its dialog. Click Edit and make your changes. Click OK when you have finished.

To Complete the Request for Work

1.	Select the Description tab to add more information about the request for work.

2.	Click OK to save the request and close the window. The request is added to the Requests for Work tab.

Tip: You can select one or more requests in the Requests for Work tab, click the Selected list, and click Submit.

When the request has been submitted, you can return to the Request for Work Properties dialog and select the Characteristics tab. Information about the request is displayed in the Source and History tabs. Select the Work tab to view the linked interop work request or interop work order.