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**Setting up Work Types

A work type is a site setting that you can use to describe different kinds of work. For example, “Inspection” and “Corrective” might be two work types that you use in your organization.

Work types must be created before you can create standard tasks and work order tasks or requests for work. APM comes with standard work types already defined. You can edit the existing work types or add new ones that are relevant to your organization. This topic provides information about work types and explains how to add new work types.

It provides feature information about:

•	Work Types and Interoperability (AWEIS)

•	Work Types and Solution Packages (AWEIS)

•	Work Types and KPIs

•	Task Purpose

•	Activity Reporting

•	Automatic Completion and Closure of Work Order Tasks

•	Valid Uses

•	Work Classifications

•	Work Priorities (AWEIS)

•	Project Types

•	Work Type Defaults

•	Approval Options

It also explains how:

•	To Set up a Work Type

Work Types and Interoperability (AWEIS)

When AssetWise Enterprise Interoperability (AWEIS) has been implemented to exchange data between APM and an external CMMS, the CMMS is the work management system. This means that APM work orders, work requests, and standard jobs are not used. Instead, you can create requests for work to submit to the CMMS, which in turn sends interop work requests, interop work orders, and solution packages (pre-planned work) to APM. This makes the job of setting up work types simpler. It also allows you to configure work type settings that are tailored to the sites where the work types are used. For more information, see Setting up Site-Specific Work Types.

Work Types and Solution Packages (AWEIS)

A standard task’s work type determines if solution packages can be identified on its Properties view, Solution Packages tab. Requests for work generated from the checksheets associated with the standard task are then used to trigger the correct solution packages in the CMMS.

Note: Support for solution packages on standard tasks is “generally available” functionality. To use it, you must first enable feature 119 in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Solution package identification on standard task” and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.

Work Types and KPIs

You can set up different types of work orders based on how your organization does business (such as Inspection or Corrective). Because work types are typically used in creating key performance indicators (KPIs), before you create work types you should put some thought into how you want to measure maintenance work.

Each work type can have different settings that affect how the resulting standard tasks and work orders appear to users. These settings are:

Task Purpose

For each task type, you can specify the purpose of the task, for example, Inspection or Preventive maintenance.

If you are using the Analysis and Optimization module, the task purpose determines the type of task that is created when a failure mode that references the standard task is exported to Isograph Availability Workbench.

Activity Reporting

You can override the site’s unplanned work order policy setting on an individual work type. You can also select the types of activities that can be reported on activity reports for tasks using this work type.

Automatic Completion and Closure of Work Order Tasks

Work order tasks can be automatically marked “Completed” after all indicator readings are processed. This option is enabled in the work type settings, where you can also specify the completion status assigned to work order tasks when they are automatically completed.

Work order tasks can be closed automatically when the designated period of time has passed since they were marked “Completed”. This option is enabled in the work type settings, where you can specify the length of time between completion and closure.

Note: You must then set up a scheduled action (Close Completed Tasks) to look for completed tasks for which the length of time has elapsed and then close the tasks. For more information, see Creating a Scheduled Action.

Valid Uses

You can select the source of work order tasks that are allowed to use this work type. For example, you can select that the work type can only be used by work order tasks created from a standard job or task.

Override GL Account

If you want users to be able to override the maintenance GL account that is derived by APM, you can specify this when you set up each work type. If you select this option, users can override GL accounts for labor and purchases on work order task requirements, standard task requirements, requisition lines, timecards, issue and return transactions, purchase order lines, and receipts.

Regular vs. Standing Work Orders

You can indicate what work order formats can be used with the work type: only regular, only standing, or both regular and standing work order formats.

Work Classifications

You can select the work classifications that apply to this work type. This filters the list of available work classifications when the work type is selected on work order tasks and standard tasks. Each work classification falls into one of four work categories: reactive, proactive, equipment modification, or other. This setting can help you to organize your work classifications and work types.

Work Priorities (AWEIS)

You can restrict the work priorities available for use with a work type. In the Work Type window, the Priorities tab is available when AWEIS is active and feature 131 is enabled. The work priorities that are available for selection are filtered on assets, standard tasks, checksheets, and requests for work.

Note: Once you select a work type and valid priority on a standard task, for example, APM cannot prevent you from replacing the priority for one that is not supported by the work type.

Note: The restricted work priorities feature is generally available in APM. You must first enable feature 131 to use the functionality. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Provide the ability to limit the priorities that can be used by a work type” and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.

Project Types

You can select the project types that can be used with the work type. Using this option, you can specify which types of work orders can be added to each type of project. When users create work orders for a project, they can only choose from the appropriate work types.

UI Formatting Options

You can use these options to simplify work orders and standard tasks that have certain work types. When you remove any of the options from the work type, the resulting work order task and standard task do not display that information. You can remove any of the following: planning information, standard documents, indicators and indicator snapshots, component activities, asset status information, scheduling dependencies, Activity view, Costs view, Schedules view, and Survey information.

Work Type Defaults

You can pick a default work type for the site. APM uses this default work type when a user acknowledges an indicator alarm by creating a new work order from scratch. This setting is on the Indicator Settings dialog (Administration menu, Inspection Management Settings option, then Indicator Management option, Acknowledgment Policies tab).

You can also pick default work types for each asset. You can do this on the Asset window, Properties view, Defaults tab. When a user creates a work order for an asset from scratch, APM uses this work type. Work order tasks created from standard tasks use the work type selected on the standard tasks.

Approval Options

If you wish, you can require approval of work orders based on the work type selected. For example, you could require Corrective type work orders to be approved, but allow Inspections to proceed without approval. You can select the approval setting for work types in the site’s Approval Settings dialog (select the Administration menu and then Approval Settings option).

Note: If any work order task on a work order uses a work type that requires approval, the entire work order will require approval.

In the Work Type window, you can identify the properties that cannot be changed on an approved work order task.

To Set up a Work Type

1.	From the Site window, select the Reliability Program view, Settings tab. Select the Reliability Program tab and the Reliability program settings node in the tree.

Tip: You can also click the Administration menu and then Reliability Program Settings. The Reliability Program Settings dialog appears.

2.	Select the Work Types tab. It lists the current work types:

Tip: You can also create work types on the site’s Work Management view. Select the Settings tab, Work Orders or Work Management tab, and Work Types tab.

3.	Click New. The Work Type dialog appears:

4.	On the General tab, enter the following settings:

Setting Name

Description

Site	Site that owns the work type. The work type can be used at this site and below in the hierarchy.

**Work type

Descriptive name for this work type.

Purpose of task

Task purpose can be: • Inspection – Inspection tasks are performed to detect an imminent failure (and therefore allow a planned maintenance task to be scheduled to prevent the failure) or to detect a hidden failure. • Preventive maintenance – Preventive maintenance tasks can involve the replacement of aging equipment or minor tasks such as lubrication. Preventive maintenance can also be performed when an inspection predicts that a failure is about to occur. • Corrective maintenance – Corrective tasks are performed when a random failure takes place or when an inspection reveals a hidden failure. • Failure-finding maintenance – Failure-finding tasks are used to determine whether a specific hidden failure has occurred. • Other

5.	On the General tab, Format tab, select the kinds of information to include on work documents of this type. Any information not selected is hidden on work orders and standard tasks.

Setting Name

Description

Requirements planning

Select this option to include the Planning tab on work order tasks and standard tasks using this work type. This tab allows you to add start and end dates, labor requirements, materials, tools and services for the task, as well as other planning details. When this tab is hidden, users will not be able to add trade, materials, tool, or service requirements to the task. The Create Pick List and Create Purchase Order options will also not be available.

Documents

Select this option to include the Documents tab on work order tasks and standard tasks using this work type. This tab allows you to add procedures, instructions, and other types of documents to the work order task.

Indicators and indicator snapshots

Select this option to include the Inspection tab on standard tasks and work order tasks using this work type. This tab allows you to plan a list of indicators to read for the task and, on work order tasks, to view any indicator snapshots taken during the task’s life cycle. When this tab is hidden, users will not be able to add indicators to a task or collect indicator readings for a work order task.

Component activities

Select this option to include the Component Activity tab on work order tasks using this work type. On work order tasks, this tab allows you to plan component swaps and repairs. When this tab is hidden, users will not be able to plan or enter component swaps or serialized asset repair information on the work order task.

Asset status information

Select this option to include the Asset Status Change tab on work order tasks and standard tasks using this work type. This tab allows you to set a new status for the asset being worked on when the work order is completed. You can also select whether a new asset life will be started, whether triggering counters will be reset, and whether the asset’s manufacturer information should be changed when the work is completed. When this tab is hidden, users will not be able to plan asset status changes on the standard task or work order task.

Scheduling dependencies

Select this option to include the Dependencies tab on work order tasks using this work type. On work order tasks, this tab allows you to plan scheduling dependencies and lags.

Activity view

Select this option to include the Activity view on work orders and work order tasks using this work type. This view lists objects related to the work order or task, for example, activity reports, indicators, and failures.

Costs view

Select this option to include the Costs view on work orders and work order tasks using this work type. This view displays planned and actual costs in list and graph formats, as well as a list of transactions.

Schedules view

Select this option to include the Schedules view on work order tasks using this work type. This view displays information about the schedule entries for the task.

6.	In the Standards Tasks area, you can use the settings to hide or show options in the Standard Task window, Inspection tab:

Setting Name

Description

Dynamic indicators

When this option is selected, dynamic indicators are supported on standard tasks of this type.

Static indicators

When this option is selected, static indicators are supported on standard tasks of this type.

Supports display of action plan recommended task text when planning indicators to read

When this option is selected, a side bar is displayed in the Standard Task window on the Inspection tab, Static tab. The bar displays recommended tasks and inspection strategies from action plans that identify the standard task as the inspection task.

Supports solution package identification

When this option is selected, standard tasks that use this work type display the Solution Packages tab on the Properties view.

7.	On the General tab, select the Details tab:

In the Survey information area, select Include survey information and then select a survey type from the list, to display survey information on the work request or work order task.

In the Asset inspection status area, you can turn on the option that will track the inspection statuses for each asset for which a checksheet is created for a work document (APM work order task or interop work order). Possible inspection statuses are:

•	Inspection pending

•	Inspection complete – assigned to the work document asset when all of its checksheet readings have been processed

•	No inspections required – appears if Track asset inspection status is not selected on the work document’s work type

8.	On the General tab, Planned Tasks Options tab, you can select which properties can be changed on approved work order tasks of this type. All options are selected by default:

Survey information is available if Include survey information is selected on the Details tab.

9.	On the General tab, Unplanned Activities tab, you can override the site’s unplanned work order policy setting on an individual work type. You can also select the types of activities that can be reported on activity reports for tasks using this work type:

The options are:

Setting Name

Description

Policy for reporting activity against unapproved/unplanned work orders

Select whether this work type uses the site’s policy for reporting activity against unplanned work orders or if you want to override the site’s setting.

Use the following settings for work order

You can set a rule that determines whether or not users can perform activities on unplanned work orders. An unplanned work order is a work order with a status of New or In Planning. A work order is considered to be planned when either it has been approved (if approval is required) or the Mark as Planned option has been used. If you select “Do not allow activity”, users cannot perform the following actions on unplanned tasks: • Creating activity reports • Closing a work order or task • Creating transactions (timecards, issues, swaps, transfers, and so on) • Scheduling a work order or task • Creating a pick list • Creating a requisition • Creating purchase orders • Downloading a checksheet to a mobile device • Entering indicator readings

10.	On the General tab, select the Formatting tab to select the font, text color, and back color to distinguish this work type in table rows.

Note: To have the formatting appear in a table’s rows, open the table configuration, select the Appearance tab, then the Grid tab and Row Formatting tab. Select the join path to the work type’s FontAndColorControl attribute.

11.	On the General tab, select the Activity tab:

Select the types of activities that can be reported for tasks of this type. The options are:

Setting Name

Description

Indicator readings

When this option is selected, the Readings tab is available on the Activity Report dialog for work order tasks that use this type. When this option is cleared, the Readings tab is not available on the Activity Report dialog. Users may still be able to enter readings using checksheets.

Labor charges

Select this option to have the system display the Labor tab on Activity Reports for work order tasks that use this work type. If you clear this option, users will not be able to enter time cards reporting work activity for this work type.

Materials

When this option is selected, the Materials tab is available on the Activity Report dialog for work order tasks that use this type. When this option is cleared, the Materials tab is not available on the Activity Report dialog. Users might still be able to enter material issues using another method.

Services

When this option is selected, the Services tab is available on the Activity Report dialog for work order tasks that use this type. When this option is cleared, the Service tab is not available on the Activity Report dialog. Users might still be able to enter service acknowledgment transactions in other ways.

Tools

When this option is selected, the Tools tab is available on the Activity Report dialog for work order tasks that use this type. When this option is cleared, the Tools tab is not available on the Activity Report dialog. Users might still be able to enter tool transactions in other ways.

Equipment rentals

When this option is selected, the Rentals tab is available on the Activity Report dialog for work order tasks that use this type. When this option is cleared, the Rentals tab is not available on the Activity Report dialog. Users might still be able to enter equipment rental receipts and usage in other ways.

Miscellaneous charges

When this option is selected, the Miscellaneous tab is available on the Activity Report dialog for work order tasks that use this type. When this option is cleared, the Miscellaneous tab is not available on the Activity Report dialog. Users might still be able to enter miscellaneous cost transactions in other ways.

Component installations and removals

When this option is selected, the Component Activity tab is available on the Activity Report dialog for work order tasks that use this type. When this option is cleared, the Component Activity tab is not available on the Activity Report dialog. Users might still be able to enter component swaps in other ways.

Asset status changes

When this option is selected, the Asset Status tab is available on the Activity Report dialog for work order tasks that use this type. When this option is cleared, the Asset Status tab is not available on the Activity Report dialog. Users might still be able to enter change the asset status in other ways.

Downtime

When this option is selected, the Downtime tab is available on the Activity Report dialog for work order tasks that use this type. When this option is cleared, the Downtime tab is not available on the Activity Report dialog. Users might still be able to enter downtime in other ways.

Follow-up work

When this option is selected, the Follow-up Work tab is available on the Activity Report dialog for work order tasks that use this type. When this option is cleared, the Follow-up Work tab is not available on the Activity Report dialog. Users might still be able to report follow-up work in other ways.

Equipment failures

When this option is selected, the Failures Resolved tab is available on the Activity Report dialog for work order tasks that use this type. When this option is cleared, the Failures Resolved tab is not available on the Activity Report dialog. Users might still be able to report equipment failures in other ways.

In the Uses area, you can allow work documents (work order tasks or interop work orders) with this work type to be used on construction forms. For example, in the Construction Form window, the Work order selection list contains only objects with work types that support construction forms.

12.	On the General tab, select the Closing tab to set the policy for automatic completion and closing of tasks:

The options are:

Setting Name

Description

Automatically mark tasks as completed after all indicator readings are uploaded

When all readings have been uploaded from mobile devices, work order tasks are marked complete. Specify the status to assign to tasks from the Completion status to use list.

Automatically close tasks

Specify the amount of time that must pass after the work order tasks are marked as completed when the tasks will automatically be closed.

13.	On the General tab, select the Usage tab to select valid uses for this type:

The options are:

Setting Name

Description

Indicator alarm acknowledgment

Select this option if this work type can be used with work orders created to acknowledge an indicator alarm. If you clear this check box, users will not be able to select this work type on work orders created to acknowledge alarms. In addition, existing work orders that use this work type will not be available for selection when acknowledging alarms.

From a standard job or task

Select this option if this work type can be used with work orders created from standard jobs or standard tasks. If you clear this check box, users will not be able to select this work type when creating standard tasks. In addition, this work type will not be available for selection on work orders created from standard tasks or jobs.

From a work request

Select this option if this work type can be used with work orders created from, or linked to a work request. If you clear this check box, users will not be able to select standard tasks that use this work type when creating work orders for work requests, and work orders that use this work type will not be available to be linked to work requests.

For a capital project

Select this option if this work type can be used with work orders created for capital projects. If you clear this check box, users will not be able to select this work type on work orders that are linked to capital projects.

For a maintenance project

Select this option if this work type can be used with work orders created for maintenance projects. If you clear this check box, users will not be able to select this work type on work orders that are linked to maintenance projects.

Created from a troubleshooter timecard

Select this option if this work type can be used with standard tasks and work orders created from troubleshooter timecards. If you clear this check box, users will not be able to select this work type on troubleshooter standard tasks.

A repair task created for a repairable spare

Select this option if this work type can be used with work orders created for repair tasks. If you clear this check box, users will not be able to select this work type on repair work orders, or on task templates for created to automatically generate repair work orders.

Site	The settings apply to this site and its descendants.

From scratch

Select this option if this work type can be used when work orders are created from scratch (that is, not from a standard task or standard job). If you clear this check box, users will not be able to select this work type on work orders that do not reference a standard task or job.

14.	On the General tab, select the Policies tab:

Set the options as required:

Setting Name

Description

Allow the derived cost type and maintenance account to be overridden

Whether or not users can override the derived maintenance account and cost type on work order tasks based on this work type. APM automatically derives a GL account for charges to an asset or work order task, based on the site’s accounting settings. When this option is selected, users can override the derived account for labor, direct purchases, and inventory usage charged to an asset or work order. When the account number is overridden, the replacement account number is used on subsequent documents and transactions (work order requirements, timecards, issue transactions, purchase order lines, and receipts). Users will also be able to override the cost type that has been set for the resource.

Type of tasks used with

The work order formats (regular, standing, or both) that the work type can be used with. For example, if the option For regular work orders only is selected, users will not be able to select this work type when creating a standing work order.

Work order requires planned labor or service requirements

If this option is selected, work orders with this type must have planned labor or service requirements before they can be marked as planned or sent for approval.

15.	On the General tab, select the Defaults tab. If you select Calculate estimated duration, this option is enabled by default on work order tasks that use this type.

16.	If AWEIS is active for the site, the Site Settings tab is available on the General tab. For more information, see Setting up Site-Specific Work Types.

17.	On the General tab, select the Checksheets tab:

You can limit the checksheets that a work type can be used with to only those created from a standard task. Work types that have this requirement are not available for selection on:

•	Alarm acknowledgments

•	Follow-up work

•	Indicator reading follow-up work

•	Program review follow-up work

•	Maintenance action plan follow-up work

•	Safety override incident follow-up work

When Inspection summary is included on the checksheet is selected, checksheets created from standard tasks or jobs with this work type include the Inspection Summary view. The inspector can record a summary of findings, analysis, and recommendations. The report includes a summary of actions taken, such as alarm acknowledgments, follow-up tasks, follow-up work requests, and failure mode review requests.

18.	Select the Work Classifications tab:

Select the work classifications that can be used with this work type.

Tip: To create a classification, click New. For more information about creating classifications, see Setting up Work Classifications.

19.	Select the Priorities tab.

This tab is available when AWEIS is active for the site and feature 131 has been enabled.

20.	To limit the work priorities available with this work type, click Restrict the work priorities that can be used with this work type. The “Available work priorities” configuration lists active work priorities for the site.

21.	Select the work priorities that are allowed with this work type.

22.	Select the Project Types tab. Click Browse to select the project types that can be used with this work type.

23.	Select the Description tab to provide information about the work type.

24.	When you are finished, click OK. The work type is added to the tab.