Concepts

Tasks

Settings

Work Types

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.