Manually Allocate People to a Work Request or Work Order

This document explains how to manually allocate people to work requests or work orders.

An automatic process is also available which allocates a person at the time that the request or work order is created.

Outcome

An employee is allocated to a request or work order. When employee allocation is performed, the system looks for available employees according to the settings in (MOS992).

As a result, the employee can easily identify the work that has been allocated to him or her.

Before you start

  • The parameters in 'Settings - Employee Allocation' (MOS992) must be complete.
  • The work request/order must have type 1 or 2 operational elements linked to it. Defaults can be linked to the work center in 'Operation Element. Open' (PDS025).
  • The user must have a profile defined in 'Person. Open' (CRS530) and capacity calculated in 'Employee. Connect Calendar' (CRS510).
  • The 'Create work center capacity' parameter in 'Settings - Capacity Planning' (CRS786) must be selected. This parameter should normally be set to 2.
  • If this parameter is set to 2, the work center capacity will be the sum total of the capacity of all employees' capacity. To calculate the work center capacity, the system at people in (CRS530) and looks at what work center they belong to. It then looks at their calendars in (CRS510) and summarizes all of their time into that work center. If you change any persons calendar in (CRS530) (example sickness, holiday etc), it instantly updates the work center availability.
  • If this parameter is set to 0, only work center capacity will be used and employee capacity will be ignored.

Follow these steps

  1. Start one of the programs.

  2. Select the appropriate option to allocate a person to a job.

  • 'Work Request. Open' (MOS170)

    Option 'Auto allocate persons'

  • 'Work Request. Open Line' (MOS171)

    Option 'Auto allocate employees'

  • 'Work Request. Open Op Element' (MOS172)

    Function 16='Employee Allocation'

  • 'Work Request. Open Toolbox' (MOS197)

    Option 'Auto allocate persons'

  • 'Work Order. Open' (MOS100)

    Option 'Auto allocate persons'

  • 'Work Order. Open Line' (MOS101)

    Option 'Auto allocate persons'

  • 'WO Operation. Open Operation Element' (MOS104)

    Function 16='Auto allocate persons'

  • 'Work Schedule. Open Toolbox' (MOS195)

    Option 'Auto allocate persons'.

The system will issue a message indicating whether a person has been allocated, and if so, who it is.

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