Report Operation Details for Emergency Work Without Work Order

This document explains how you create a retrospective work order, which is used to report work that was not supported by a work order.

Use this instruction when you have performed emergency work without a work order.

Outcome

A work order is created and the time and material spent on the work is recorded. Depending on the settings, the following results can be expected:

  • The work order operation is closed and, where no approval is required, the work order is automatically closed.
  • The work order operation is reported, but needs further approval.
  • A diagnostics message is issued and the diagnostics structure is automatically created.

The following M3 files are affected in this process:

  • The work order is stored in the MMOHED file.
  • Work order materials are stored in the MMOMAT file.
  • Work order operations are stored in the MMOOPE file.
  • Operation elements are stored in the MMOOPS file.
  • Material transactions in 'Req/Distr Order. Open' (MMS100) and 'Req/Distr Order. Open Lines' (MMS101) are saved in the MGHEAD and MGLINE files before a record is created in the MMOMAT file.

Depending on the parameter settings and the results, the following operations may be performed:

  • The work order operation can be approved and closed.
  • The work order operation can be approved and the work order header can be manually closed.
  • The work order operation should not be approved and the work order header should be manually closed.

Before you start

General

  • A service with at least one operation must be defined in 'Service. Open' (MOS300).
  • A serialized item/equipment record must exist in 'Equipment/Serialized Item. Open' (MMS240).
  • The 'Display serial number' check box in 'Work Request. Quick Entry' (MOS185/P) must be cleared.
  • Parameter 420 in 'Work Order Type. Open' (MOS120) should be set to H. This will display the H panel in 'WO Operation. Report' (MOS070) during operation reporting.
  • If parameter 17 in 'Settings - WO Operation Reporting' (MOS991) or 'Settings – Operation Reporting/Facility' (MOS990) is activated, all employees that report work must also be defined in 'Person. Open' (CRS530).

Parameter Settings that Impact the Result

  • If the process should be completed without WO approval or manual closure, the following settings should be defined:

    The work center flag 'Verify operation close' in 'Work Center. Open' (PDS010/F) must be set to 0.

    'Close by (MOS050)' must not be set in 'WO Operation. Report' (MOS070/P). If a record exists in 'WO Type. Connect Facility Parameters' (MOS122), automatic WO closure should be set.

  • If the work order operation should require approval before closing, but the work order header should close automatically, the following settings should be defined:

    The work center flag 'Verify operation close' in 'Work Center. Open' (PDS010/F) must be set to 1.

    'Close by (MOS050)' must not be set in 'WO Operation. Report' (MOS070/P). If a record exists in 'WO Type. Connect Facility Parameters' (MOS122), automatic WO closure should be set.

  • If the work order operation should require approval before closing, and the work order header should be closed manually, the following settings should be defined:

    The work center flag 'Verify operation close' in 'Work Center. Open' (PDS010/F) must be set to 1.

    'Close by (MOS050)' must be set in 'WO Operation. Report' (MOS070/P). If a record exists in 'WO Type. Connect Facility Parameters' (MOS122), automatic WO closure should not be set.

  • If the work order operation should NOT require approval before closing, and the work order header should be manually closed, the following settings should be defined:

    The work center flag 'Verify operation close' in 'Work Center. Open' (PDS010/F) must be set to 0.

    'Close by (MOS050)' must be set in 'WO Operation. Report' (MOS070/P). If a record exists in 'WO Type. Connect Facility Parameters' (MOS122), automatic WO closure should not be set.

Follow These Steps

Create Retrospective Work Order

  1. Start 'Work Request. Quick Entry' (MOS185/E).

  2. Enter either the equipment number or the position code. Also set the equipment/position flag accordingly.

    The flag will always default to the user's last settings.

  3. Enter an error code structure, if applicable.

  4. Enter a structure type and service to be used.

    Normally a service with a blank product number would be used. This service could be a general breakdown service.

  5. Enter a description and an optional text.

  6. Enter a work center and the identity of the person who needs to approve the request (optional fields).

    If a work center is not entered, the work center on the service is used.

    If an approver is specified, a message will be sent to him or her that a work request is waiting for approval.

  7. Enter a priority and a transaction reason (optional fields).

    The priority is set in one of the following ways. If parameter 360 in 'Work Order Type. Open' (MOS120) is greater than 0, this value will be used. If it is set to 0, the priority on the serialized item/equipment in 'Equipment/Serialized Item. Open' (MMS240) or the record in 'Model/Site. Connect Position' (MOS440) is used.

  8. Enter a reference order number, start and finish dates and a project number (optional fields).

    If the reference order category is 0, the field may indicate the workscope ID.

    If dates are not entered, the current date is used, unless 'Service Response Time. Open' (MOS341) is configured.

  9. Specify a request budget and whether the equipment needs to be shut down for the work to be carried out.

  10. Press F14 once the required information has been entered to display 'WO Operation. Report' (MOS070).

Report Operation

  1. On the (MOS070/H) panel, enter the time spent on setting up for the work and the time spent on the operation.

  2. Enter a disturbance code and the downtime, if applicable.

  3. Specify an employee number and, if required, a delay time and error codes.

    Error codes are predefined and can be used in different ways. One example is to use error code 1 for a symptom, such as that smoke has been detected. Error code 2 could then be a cause code, such as a loose cable. Error code 3 could be the solution, such as refitting.

    Error codes can be linked directly to the equipment/serialized item. If this is not done, all available error codes will be displayed. Error codes can be made mandatory if the parameter 'Failure effect category' in (MOS300/F) is set to a value between 1 and 3.

    When error codes are displayed in (MOS070), they are displayed according to a hierarchy. M3 initially checks for a record in (MMS238) (the lowest level). If no record is found there, M3 checks in (MOS478) (option 12 from (CRS025)) where error codes are linked to item/equipment types. Finally, if these do not exist, M3 goes to (MOS572) (the highest level).

  4. Either close by pressing Enter, or continue with step 15 to add materials to the retroactive work order.

Add Materials to Retroactive WO

Press either F16=Requisitions or F17=Work Order Lines.