Blueprint Training Presentation: Maintenance Work Orders October 3, 2006 Project Goals Implement SAP Plant Maintenance system Provide integration with Finance, HR, and Materials Allow enhanced scheduling and planning for work assignments Provide work scheduling as well as management reporting tools Accommodate the use of mobile technology to reduce paperwork Accommodate the use of GIS with SAP Improve automated updates to customers about the status of work Implement a Preventive Maintenance system for buildings, areas, and equipment Utilize standard SAP functionality to collect utility usage and cost information for recharge calculations The Maintenance Process Identify the Work Plan the Work Do the Work Preventive Maintenance History/Analysis Record What was Done The Maintenance Process Identify the Work Web Request Phone Call Plan the Work Priority / Dates Labor Required Do the Work Parts Issued Purchase Reqs Parts Preventive Maintenance Procedures History/Analysis Technical History Schedules Record What was Done Hours Worked Breakdowns Comments Costs Codes The Maintenance Process Identify the Work SAP Notification Plan the Work SAP Work Order Do the Work SAP Goods Issue SAP Purchase Order Preventive Maintenance SAP Task List History/Analysis UK Business Warehouse SAP Maintenance Plan Record What was Done SAP Order Confirmation What is the SAP Work Order Process? Work Order This is a financial and work management transaction which is used to plan and charge labor, stock materials, non-stock purchases, and services It is integrated with Financials, Materials Management, and Human Resources It may be created from a Notification or without an existing notification A notification may be automatically created while creating a Work Order Why should a work order be used? To document the costs of an event To accumulate charges for work which will be recharged to others For Preventive Maintenance work What information does a work order capture? Descriptive information. This includes “long text” which is of unlimited length A priority for the work A object to be maintained: A functional location (Building, Room) or piece of Equipment Contact information for the person reporting the problem or requesting work The assigned responsible person or work group Planned labor and materials Actual labor and materials costs The transaction to create an order is a “Favorite” The order type is the 1st of the 3 fields required on this screen. Order Types Campus Housing Medical Utilities Description CPM1 HPM1 MPM1 UPM1 Preventive Maintenance CRP1 HRP1 MRP1 URP1 Corrective (Repair) CRN1 HRN1 MRN1 URN1 Renovation (Charged out) CEV1 HEV1 MEV1 Special Events Setup CST1 HST1 MST1 “Cash” Chargeout Order Priorities Description Start End Area(s) Emergency 10 Min 24 Hours MCPPD Emergency 30 Min 24 Hours PPD, Housing General Maint. 7 Days 30 Days MCPPD Scheduleable Maint. 7 Days 30 Days PPD, Housing Daily Operations 1 Day 2 Days All Research Fac. Res. 1 Hour 4 Hours PPD Priority Maintenance 1 Hour 4 Hours Housing Patient Care 1 Hour 4 Hours MCPPD Elect. Improv. 3 Days 10 Days MCPPD Elect. Improv. PPD, Housing Renovations PPD, MCPPD Renovations/AptChk Housing Now a Functional Location for this order is entered. Just the Campus and Building may be entered and then it is selected from a list by clicking the The floor may be expanded to show rooms by clicking on the floor. Highlight the room and doubleclick, Press ENTER or click A description of the work is entered. An estimate of labor time required is entered. The Order is saved. Other information which could be entered: - Person Assigned - Materials - Special Conditions Many of these items are added later as additional planning is performed for more complex orders. For More Information: Ben Crutcher: ben@email.uky.edu IRIS Webpage: www.uky.edu/IRIS/