To transfer planned activities to service orders

Use this process to create planned activities and transfer the planned activities to service order.

Step 1. 

Define Preventive Maintenance Scenario and Preventive Maintenance Line

Use the Preventive Maintenance Scenarios (tsspc1130m000) session to maintain preventive maintenance scenarios based on which a maintenance plan, consisting of planned activities, is generated. Use the Preventive Maintenance Scenario (tsspc1630m000) session to create or maintain preventive maintenance scenario lines. You can list the reference activities that constitute an item's maintenance scenario in the Preventive Maintenance Scenario (tsspc1630m000) session. Scenarios can be:

  • Usage Based ( Usage Based Scenario Line (tsspc1131m100)). Example: execute maintenance after 10000 km or after profile of the tire is below 3 mm.
  • Time Based ( Time Based Scenario Line (tsspc1131m200)). Example: 12 times a year. Based on time according to a predefined pattern. Example perform minor maintenance after two months, extensive maintenance after three months, minor maintenance after five months.
Step 2. 

Generate Activity Pattern

Use the Generate Activity Pattern (tsspc1232m000) session to generate an activity pattern for a range of items based on the reference activities linked for the items.

Step 3. 

Rule Book for Maintenance Scenario

Use the Rule Book for Maintenance Scenarios (tsspc1135m000) session to create and maintain preventive maintenance scenario assignment rules. When generating maintenance plans these maintenance scenario assignment rules determine the valid maintenance scenario based on which planned activities are generated. Use this session to link the Service Item Group, Serialized Item Group and Installation Group to the Generate Activity Pattern (tsspc1232m000) session.

Step 4. 

Generate Planning

Use the Generate Maintenance Plan (tsspc2200m000) session to generate maintenance planning for a range of installation group.

Step 5. 

Transfer Planning to Service Order

Use the Transfer Planned Activities to Field Service (tsspc2220m000) session, to transfer planned activities to a service order.

The planned activities must meet the following conditions:

  • The Service Order field must be e1mpty.
  • The status of the planned activity must be Released or Final.
  • The Planned Start Time must be in the specified range.
Note
  • To start the Transfer Planned Activities to Field Service (tsspc2220m000) session, you must define defaults for your login in the Service User Profiles (tsmdm1150m000) session.
  • If a service contract is linked to the planned activity by means of the Installation group, and the contract is active for that Installation group, a warning message appears.