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Scheduling a Work Order Task Using Availability Scheduling

This section explains how to schedule a task using availability schedules.
An availability schedule is a document that records when work order tasks are planned to start and finish for a particular period of time, such as a week or a day. A schedule also tracks the availability of trade and employee resources for that period of time.
When you are scheduling a work order task, the system may create multiple entries for a task in order to completely schedule it. For example, you may add a 10-hour task to an eight-hour schedule. The system creates an eight-hour schedule entry and then looks for the next schedule in the set to create an entry for the remaining two hours. Only schedules within the same Scheduling Period are considered.
To use simple schedules, please see Scheduling Work Order Tasks Using Simple Scheduling.

To Schedule a Work Order Task

1.
Open the work order task.
2.
Select the Planning tab. This tab shows the planned start and completion dates, and the estimated duration for the work order task.
Check that this information is correct. APM uses the Estimated duration to calculate the end date and time for the task on the schedule. If the task is planned for a shutdown schedule, a shutdown type should be entered on the Planning Details tab.
Note: If the task has the planned status, you may need to redraft the work order to change any of the planning information.
3.
To schedule the task, from the Task menu select Schedule (Availability Scheduling). The Schedule Work Order With Availability Scheduling dialog appears.
Note: If the maintenance group selected for the task uses simple scheduling, the Availability Scheduling option is not available.
Tip: You can also schedule the entire work order by selecting the Work Order menu and then Schedule Work Order.
4.
To select a schedule for the task, click Browse. Select the schedule from the selector dialog, and then click OK.
5.
You can select a Scheduled start date and time for the task. APM will use this information, along with the estimated duration, to calculate the end date and time for the schedule entry.
6.
If you want to preview the schedule entries that will be created, select the Preview schedule entries box.
7.
In the Schedule entry values section, select the values that APM will use to create the schedule entries for the work order task.
8.
When you are done, click Continue. The Schedule Entries dialog appears showing a list of schedule entries created for the task.
9.
Highlight a schedule entry in the top table. The bottom table lists the all of the planned trade (labor) requirements for the task. You can assign an employee to each requirement. To do this, double-click the requirement in the table. The Schedule Entry Requirement dialog appears.
Tip: To create a new trade requirement for the task, click New.
10.
To select an employee, click Add Employee. Select the employee from the selector dialog, and then click OK. To save and close the Requirement dialog, click OK again.
11.
Repeat steps 9 and 10 for each trade requirement.
12.
To save and close the Schedule Task dialog, click OK. APM enters the task on the selected schedule.