Defining parameters for work order daily scheduling

Create and update selection parameters for scheduling daily work orders on the WO Daily Scheduling page.

On the Parameters page, define the selection criteria for locating work orders, activities, employees, and equipment to display on the Equipment, WO Activity, and Employee Preview tabs.

To define parameters for work order daily scheduling:

  1. Select Work > WO Planning > WO Daily Scheduling.
  2. Select the saved selection parameters if applicable.
  3. Specify this information to define work order selection parameters:
    Session ID
    Enter the ID for the session.
    Note: Enter Session ID if you are working on an existing session. If you are creating a new session, the system automatically populates Session ID after you click Create/Refresh Previews.
    Work Order Org.
    Specify the work order organization.
    Work Order
    Specify the work order.
    WO Department
    Specify the department of the work order.
    WO PM Schedule
    Specify the PM schedule for the work order.
    WO Project
    Specify the project of the work order.
    WO Project Budget
    Specify the project budget of the work order.
    WO Equipment
    Specify the equipment of the work order.
    WO Equipment Org.
    Specify the equipment organization of the work order.
    WO Location
    Specify the location of the work order.
    WO Location Org.
    Specify the location organization of the work order.
    WO Type
    Specify the work order type.
    WO Priority
    Specify the work order priority.
    WO Status
    Specify the status of the work order.
    WO Reported By
    Specify the employee requesting the work.
    WO Assigned To
    Specify the employee responsible for the work order.
    WO Assigned By
    Specify the supervisor who assigned the work order.
    WO Class
    Specify the class of the work order.
    WO Class Org.
    Specify the class organization of the work order.
    WO Criticality
    Specify the criticality code to indicate the relevant importance of the work order to the overall production of goods or services for your organization.
    WO Shift
    Specify the shift during which the work is requested to be performed.
    WO Maintenance Pattern
    Specify the maintenance pattern to which the work order belongs.
    WO MP Org.
    Specify the maintenance pattern organization to which the work order belongs.
    Sequence
    Specify the sequence for which the work order will be performed on the maintenance pattern.
    Campaign
    Specify the campaign to which the work order belongs.
    Campaign Event
    Specify the campaign event to which the work order belongs.
    Maximum Calculated Priority
    Specify the maximum calculated priority of the work order. Work orders with a value equal or less than the value entered here will be selected.
  4. Specify this information to define equipment selection parameters:
    Equipment
    Specify the equipment to use for daily work order scheduling.
    Equipment Org.
    Specify the organization of the equipment.
    Equipment Type
    Specify the type of equipment.
    Equipment Status
    Specify the status of the equipment.
    Equipment Class
    Specify the class of the equipment.
    Equipment Class Org.
    Specify the class organization of the equipment.
    Equipment Category
    Specify the category of the equipment.
    Equipment Cost Code
    Specify the cost code of the equipment.
    Equipment Department
    Specify the department of the equipment.
    Equipment Parent Equipment
    Specify the parent equipment of the equipment. Select more than one parent equipment if applicable.
    Equipment Parent Equipment Org.
    Specify the parent equipment organization of the equipment.
    Equipment Location
    Specify the location of the equipment.
    Equipment Location Org.
    Specify the location organization of the equipment.
    Operational Status
    Specify the operational status of the equipment to indicate if the equipment is in working order, ready for use, and available for scheduling.
    Consist
    Specify the consist to which the equipment belongs.
    Skip Equipment Selection Process
    Select this check box to skip the process of previewing and selecting equipment. If this check box is selected, the system will not populate the Equipment tab.
  5. Specify this information to define work order activity selection parameters:
    Trade
    Specify the activity trade.
    Activity Task Plan
    Specify the activity task plan.
    Beginning Activity Start Date
    Specify the beginning start date for the activity.
    Ending Activity Start Date
    Specify the ending start date for the activity.
    Allow Activities on Different Sessions
    Select this check box to allow the activity to be selected on more than one scheduling session.
  6. Specify this information to define employee selection parameters:
    Employee Department
    Specify the department of the employee.
    Employee Class
    Specify the class of the employee.
    Employee Class Org.
    Specify the class organization for the employee.
    Employee Trade
    Specify the employee's trade or craft.
    Shift
    Specify the shift on which the employee works.
    Crew
    Specify the crew of the employee.
    Crew Org.
    Specify the crew organization of the employee.
  7. Specify this information to define a date range for the scheduled work order:
    Start Date
    Specify the start date for the scheduled work order.
    End Date
    Specify the end date for the scheduled work order.
  8. Specify this information to define the scheduling options for the work order:
    Threshold Percent Between Lightly/Moderately Scheduled
    Specify the percentage of daily employee available hours to designate the point at which the calendar switches between lightly scheduled and moderately scheduled.
    Unscheduled (% Scheduled=0) Color
    Specify the color to designate the unscheduled days on the calendar view.
    Lightly Scheduled (% Scheduled < Threshold) Color
    Specify the color to designate the lightly scheduled days on the calendar view.
    Moderately Scheduled (% Scheduled >= Threshold) Color
    Specify the color to designate the moderately scheduled days on the calendar view.
    Fully Scheduled (% Scheduled = 100) Color
    Specify the color to designate the fully scheduled days on the calendar view.
    Over Scheduled (% Scheduled > 100) Color
    Specify the color to designate the over scheduled days on the calendar view.
    Generate Availability Through
    Specify the date through which to generate scheduling availability.
    Exclude Duration from Scheduled Hours Calculation
    Select the check box to exclude the duration time from the calculations of the scheduled hours.
    Exclude People Required from Scheduled Hours Calculation
    Exclude the number of people required from the calculations of hours scheduled.
    Shift Scheduling
    Select this check box to schedule labor for one shift. If selected the session becomes a shift scheduling session and you can still add or remove equipment, work orders, and employees to or from the session.
    Shift Start
    Specify the date and time the shift should start.
    Shift Duration
    Specify the duration of the shift in hours.
  9. Click Create/Refresh Previews.
    The system automatically populates Session ID for new sessions.
Parent topic: Scheduling work orders daily