Concepts

Tasks

Settings

Planning Work

Contents

Entering Planning Information for a Work Order Task

Changing the Planned Completion Date

Changing the Planner on Work Order Tasks

Lag Time on Resource Demands

Adding Trades to a Work Order Task

Adding Job Contractors to a Work Order Task

Adding Services to a Work Order Task

Adding Warehouse Items to a Work Order Task

Adding Materials to be Purchased to a Work Order Task

Adding Tools to be Issued from a Warehouse to a Work Order Task

Adding Tool or Equipment Rentals to a Work Order Task

Adding Tool Purchase Requirements to a Work Order Task

Adding a List of Indicators to Read to a Work Order Task

Changing the Order of Indicators to Read on a Work Order Task

Adding Standard Documents to a Work Order Task

Installing, Removing, and Swapping Components

Changing the Order of Tasks on a Work Order

The topics in this section explain how to plan work orders and tasks.

Advantages of Planning Work

There are many advantages to having well-planned work orders and tasks. Some advantages are:

•	Coordinate trades, materials, tools, and services more efficiently

•	Anticipate and avoid bottlenecks in the work flow

•	Ensure the consistent quality of work based on standard methods and procedures

•	Establish work priorities

•	Measure the total amount of work that needs to be done and the workload on individual employees

•	Accurately estimate start and completion times for tasks

•	Monitor the status of your work backlog and of each job

Items Included on Work Orders

Planning a work order in APM involves specifying some or all of these items:

•	Detailed tasks and instructions

•	A list of indicators to read

•	The materials, trades, tools, or services required to carry out the work (requirements)

•	Standards, safety procedures, and images relevant to the asset being worked on, and the work being performed (procedures and documents)

Planners can break down complex jobs into manageable pieces by adding tasks to a work order. Each task can have its own indicators, trades, requirements, procedures, and documents.

Requesting Resources

Planners can specify all of the resources needed to perform work order tasks, including trades, stocked and non-stocked materials, and services. Any of these requirements can be selected from the resource catalog.

If required materials are available in inventory, you can generate a pick list directly from the work order.

If required material or services need to be purchased, you can generate requisitions or purchase orders from the work order.

APM automatically creates requisitions for the materials or services that need to be purchased for a work order.

•	If the work order does not require approval, APM generates a requisition when the work order is marked as planned.

•	If the work order requires approval, APM generates a requisition when the work order is approved.

A single requisition is created for all of the work order’s purchased requirements. A requisition line is created for each requirement. (If a work order does not have purchased requirements, no requisition is generated.)

As materials are issued or purchased, the costs for the materials are collected and posted to the work order. When trades are selected for a task, schedulers can schedule the task, assign it to one or more employees, and monitor the availability of the trades and employees.