Defining activities of PM work orders

Define activities of PM work orders.

  1. Select Work > WO Planning > PM Schedules.
  2. Select the PM schedule for which to define activities, and then click the Activities tab.
  3. Click Add Activity.
    Activity is automatically populated with the next available line number, People Required, Start, and Duration are automatically populated with a default value of 1.
  4. Specify this information:
    Activity
    Specify a unique code identifying the activity number. If you do not provide a number, a number is specified for you, starting at 1 and increasing by 1 for each record.
    Trade
    Specify the trade to perform this activity.
    Task
    Specify the task code for this activity.
    Task Qty.
    Specify the required number of units of the task to associate with the activity, and then select the unit of measure in the adjacent field.
    Material List
    Specify the material list for this activity.
    Estimated Hours
    Specify the number of estimated hours for the activity.
    People Required
    Specify the number of people needed to complete the activity.
    Start
    Specify 1 if the activity is to start on the same day that the standard work order starts. Specify 2 if the activity should start on day 2 of the standard work order, etc.
    Duration
    Specify the duration of the activity in days.
    Hired Labor
    Select to indicate that the activity will be completed by an external source.
    Labor Type
    Specify the labor type for the activity.
    Note: This field is only available when Hired Labor is selected.
    Supplier
    Specify the supplier for the activity.
    Note: This field is only available when Hired Labor is selected.

    Specify this information only if you use the American Trucking Association’s Vehicle Maintenance Reporting System (VMRS), now called EMRS within the application:

    Note: Depending on your system configuration, the EMRS-related fields may not be displayed. Contact your system administrator for more information.
    Reason For Repair
    Specify the reason the vehicle needs repair (Code Key 14).
    Work Accomplished
    Specify the work performed on the vehicle (Code Key 15).
    Technician Part Failure
    Specify the reason the technician or supplier thinks the vehicle failed (Code Key 18).
    Manufacturer
    Specify the Manufacturer/Supplier Code (Code Key 34) to associate with the vehicle.
    System Level
    Specify the EMRS code identifying the system, e.g., brakes, frame, suspension, needing repair (Code Key 31).
    Assembly Level
    Specify the EMRS code identifying the subsystem needing repair (Code Key 32). The values available are based on the system-level code.
    Component Level
    Specify the EMRS code identifying the specific component or part needing repair (Code Key 33). The values available are based on a combination of the system-level code and the assembly-level code.
    Activity Comments
    Specify any comments relevant to the activity.
  5. Click Submit.