Create Mode

Application Scenario

Examples

Creating an order for the notification

If maintenance tasks are requested for a technical object in a notification, the planner decides whether the tasks requested should be planned and executed using an order. If yes, the planner creates an order for the notification. The reference object specified in the notification automatically becomes the reference object for the order.

An employee from Production reports damage to equipment 100001234 by entering a malfunction report in the system. The planner decides to plan and perform the repair of this damage using an order. The planner creates an order for the notification.

During planning, the planner assigns three further malfunction reports to the order, in which similar tasks are requested. The reference object in the order remains the equipment 100001234 from the first notification. The object list contains the first notification for which the order was created, as well as the three further notifications that were subsequently assigned to the order.

Creating an order directly from a notification

In particularly urgent cases, you can create an order directly from the notification, and proceed immediately with planning the necessary maintenance tasks.

The planner responsible checks the newly created notifications outstanding in the system. A maintenance task must be planned and performed immediately for one of the notifications. The planner therefore creates an order directly from the notification selected in change mode.

Creating an order directly

When a malfunction is detected at a technical object, an authorized employee can immediately create an order and plan the required tasks, without first having to create a notification.

For this, you can also use a reference order.

The person creating the order can create a notification for this order at a later date, for example, in order to provide additional information.

An employee discovers some damage at a piece of equipment when a planner is present. The planner does not enter a malfunction report in the system, but instead immediately creates an order to plan the repair.

Important data can be copied to the newly created order from an existing order by entering this order as a reference order.

The planner subsequently enters a machine breakdown report for the order.

Creating an order and notification together

This procedure is intended for employees authorized to create an order directly, and who want to enter an order and specific notification data (malfunction data, damage and notification dates) in one step.

A responsible planner detects damage at a piece of equipment personally. The planner creates the order required for repair work and simultaneously also creates a notification for the order. The planner enters the technical data determined and the relevant damage code.

Worklist for Notifications

Using the “worklist for notifications” for a maintenance or service order, you can group together similar notifications for processing.  To do this, you must enter a maintenance task list in the maintenance or service notification.

Using the worklist for notifications, you can, for example, group together all notifications for a particular building or for a particular work center, and optimize the maintenance activities for which a special analysis chest is required. 

Creating an order with deviating planning plant

The planning plant responsible for planning the maintenance tasks for a technical object is indicated in the master record of the technical object. When you create an order for the technical object, the system enters the planning plant indicated in the master record automatically in the order. In certain cases, however, you may need to enter a different planning plant for a technical object contained in a particular order.

An aircraft needs to be repaired. It is assigned to planning plant 0001 (Frankfurt Airport) in its master record. However, the aircraft has to be repaired in Great Britain. The plant responsible for planning there is planning plant 0002 (Heathrow Airport). The planner should therefore enter the deviating planning plant 0002 in the order for the aircraft.

Generating an order automatically from a maintenance plan (see Maintenance Plan Category

In planned maintenance, when you are using maintenance plans, orders are automatically generated at regular intervals from scheduled maintenance plans.

Environmental protection and manufacturer regulations require that a production plant is maintained at regular intervals. Therefore, the responsible planner creates a maintenance plan, which contains the required work in the form of a task list. Based on the maintenance schedule defined, the system now automatically generates an order for preventive maintenance of the production plant at regular intervals.