Modules:MaintenanceManagementInfrastructure/User Documentation

Contents 1 Introduction 2 Configuration 2.1 Action Checklist 2.2 Action Workflow 2.2.1 Workflow Status 2.2.2 Workflow Status Transitions 2.2.3 Checklist 2.3 Action 3 Work Order 3.1 Changing Work Order Status

Introduction

This article explains how to configure and use the Maintenance Management Infrastructure functionality.

This module provides the creation and management of Work Orders. Each type of Work Orders has a Workflow with specific status and transitions between them.

There is also a process to generate batches of Work Orders against generic entities that can be configured using extension modules.

A menu entry was added:

Configuration

Action Checklist

To complete a transition between Action Workflow Status a checklist can be needed, this is the window to define it.

• Search Key: A search key allows for a fast method of finding a particular record
• Name: The name of the specific checklist
• Description: A better explanation of the checklist
• Input Type: The type of checklist can be Date, Numeric and Done/Not Done
• Type of Checklist: This field can be used by extension modules

Action Workflow

An Action Workflow defines all the Status and Transitions between them that a Task Type can have.

• Name: A name to identify the Workflow

Workflow Status

This is the list of status an Action can have.

There should only be one Initial status because that will be set automatically when creating a work order. Intermediate and Final have no limitations.

• Name: The name of the specific status
• Description: A better explanation of the status
• Type: The type of status can be Initial, Intermediate and Final

Workflow Status Transitions

This lists Transitions between the Statuses defined above. There can be more than one Transition from and to a Status.

• Name: The name of the specific transition
• Description: A better explanation of the transition
• Step From: The initial Status of the transition
• Step To: The final Status of the transition
• Is Check List: A list of actions can also be defined to complete a transition

Checklist

A list of points to be completed before completing the transition

• Action Checklist: One of the Action checklists defined before
• Description: A better explanation of the transition

Action

A real action task to be used later in a Work Order. This action will get its status and transitions from the selected Action Workflow

• Search Key: A search key allows for a fast method of finding a particular record
• Name: The name of the specific task
• Description: A better explanation of the task
• Action Workflow: A workflow previously defined

Work Order

After everything is configured the system is ready to create Work Orders and assign them to a responsible user.

• Action: Action task configured above that will define statuses for the work order
• Start Date: The initial date the work can be done
• Completion Date: The date the work order is finished
• Issued By: The user who created the document.
• Responsible: The user responsible for the work order

Changing Work Order Status

On the Work Order window, there is a button called Document Action to change the Order status. When it is clicked a popup is shown with several fields and a grid if the transitions Is Check List

• Next Available Transition: The transition to the next status
• User/Contact: The user doing the transition
• Dedicated Time: Time consumed by the user to complete the work
• Workflow Transition Checklist: A grid containing one line per each checklist entry of the transition