Worklist for Planned Maintenance 

Purpose

You can generate a worklist for planned maintenance from maintenance planning.

You can combine several notifications that were generated from maintenance plans and for which joint processing makes sense in a maintenance or service order using the list editing function for notifications ("Worklist"). For example, you can combine all notifications for a certain building or all notifications for a certain work center.

A specialist visits your company every three weeks and requires an analysis kit for some maintenance activities.

Previously, the specialist received several orders in which the activities to be performed were described. The result of this was that business requirements analysis and completion confirmations were very awkward and time-consuming (for example, through a high number of printouts and completion confirmations for individual orders).

You can combine all relevant notifications for the specialist in one order using the worklist. You can select the notifications according to work center, location, room or equipment, for example. The specialist receives only one order and less paper is wasted. This means that the processing and confirmation of the activities performed are greatly simplified.

Prerequisites

The following prerequisites must be fulfilled for this process:

Process Flow

  1. You create separate maintenance plans with the maintenance call object "notification" for all planned activities in your company. To do this, you enter a task list in the maintenance item for the maintenance plan in which the activities are precisely described.
  2. Using maintenance plan scheduling, the system generates a notification for each maintenance item of a maintenance plan when maintenance calls are due.
  3. If you call up the list editing function for notifications in Change mode, you can display the notifications thus generated and select those that should be combined in an order ("worklist").
  4. When you create an order from list editing, the selected notifications are combined as follows:
  1. You can print out and process the order with all operations.
  2. You post a completion confirmation for the completed activities to the order.

The system will only copy the operations from the task list, if you combine the notifications together in an order using the worklist. The operations will not be copied if you manually include the notifications in an order.