EMM: Work Order Auto Assignment Enhancement (Doc ID 2049751.1)

Last updated on FEBRUARY 27, 2017

Applies to:

PeopleSoft Enterprise FIN Maintenance Management - Version 9.2 and later
Information in this document applies to any platform.

Goal

The functionality of the Auto Assignment feature was to support an automated process to work order assignment based on a rolling hierarchy of resource availability with primary, secondary and tertiary resources identified.
 
The initial roll out of the Auto Assignment feature was limited in scope to meet a time sensitive client deliverable and provided only this functionality to respect the primary assignment with the secondary and tertiary assignments being “placeholders” to identify the potential resources for manual assignment.
 
“Auto Assignment evaluates automatically the primary labor only. If it’s not valid, it will leave the employee ID field blank so the user can click on the “Assignment” hyperlink to choose a secondary or tertiary employee id manually. After the employee ID field is populated, the same validations available on the manual assignments should work for the Auto Assignment as well. It will depend on the overbook flag and any other existing labor assignment setup.”
 
The classic ‘plant type’ of maintenance organization typically includes dedicated planners and schedulers who plan and schedule the work orders for multiple organizations and or maintenance technicians. Typically, these are routine functions where the work order can be scheduled and/or completed at a future date. Additionally, the planners/schedulers are generally located on-site with the maintenance team.
 
The traditional planner/scheduler model is too narrow to effectively support locations across a broad geographic area in multiple time zones. The addition of the Auto Assignment of a primary resource is a good first step in supporting different types of businesses. In order to support these businesses, the expansion of the current functionality to provide the ability to assign a work order based on a pre-determined list of resources and to select these resources based on availability in a hierarchical structure without manual intervention is needed.

Solution

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