Planning and Scheduling

This document explains the concept of planning and scheduling, which forms a part of a much larger maintenance management process.

Outcome

In the Planning process you have evaluated the long and medium-term impact of future work on the organization. The planning process considers critical labor, material and tools requirements.

In the Scheduling process you have evaluated how to manage the short-term management of maintenance work. This process considers requirements such detailed allocation of employees to jobs, or jobs to maintenance bays.

Outline

Purpose

Planning

The objective with the Planning process is to evaluate the long and medium-term impact of future work on the organization. The planning process considers critical labor, material and tools requirement.

The planning process primarily considers future maintenance work requests, however work order can be included in the planning session.

Scheduling

The objective with the Scheduling process is to manage the short-term management of maintenance work. This process could consider requirements such as labor demands, materials and parts and tools.

When

You can trigger the maintenance management process in one of two ways:

How

Planning

All work, irrespective of its nature, is created as a work request and then converted into a work order before the work is due to start. The point at which the request is released is referred to as the 'Release date' and this is usually some time before the work is actually due to start to allow for preparation time during which the Planning and Scheduling processes are carried out.

Planning can be visualized in two main ways:

The M3 Planning Workbench utilizes a concept within M3 Business Engine called macro orders. Macro orders allow users to simplify the planning process by merging maintenance activities together to remove the complexity of trying to carry out long-term planning with a large volume of maintenance records. For example, when looking at the maintenance requirements of a depot two or three years into the future, it is probably not necessary to see the detail of every single job, but a summary for a particular period.

Of course, as the planning process considers work closing to the current period, then more detail may be required.

Note: Once configured, macro orders will be automatically created and updated for work requests and work orders.

M3 Planning Workbench (M3 PWB) imports macro orders (i.e. maintenance requests and work orders) and allows the user to select and group information in a variety of user definable ways to assist in finding potential planning issues. M3 Planning Workbench (M3 PWB) then provides tools to solve those issues by, for example, rescheduling the work or changing the work center that will carry out the work.

Decisions made with the M3 Planning Workbench (M3 PWB) can then be exported back to M3 Business Engine and implemented automatically or manually depending on the user's configuration.

Scheduling

Scheduling can be visualized in two main ways.

The Maintenance Scheduling Board displays work order information directly from M3 Business Engine Planning information and provides a Gantt chart view to visualize maintenance work allocation. Drag and drop capabilities can be utilized within the 'Maintenance Scheduling Board. Open' (MOS199) to reschedule work and to allocate work to individual employees. The 'Maintenance Scheduling Board. Open' (MOS199) also provides access to other standard M3 Business Engines functions as well such as component availability checks and work order reporting.

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