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Subject: How best to use the various Work Order Statuses
More specifically, how do I know when a worker is assigned to a job, versus, when he actually started the job?
Ask yourself, what are the requirements for job processing, assignment and statusing. What do we need to know to successfully manage the backlog, craft resources and weekly schedules?
Note that it is possible to update/track work orders several ways:
1) The Status field (don't be shy about making synonyms but then again don't make too many)
2) Supervisor field
3) "Lead Craft"
4) "Worker in Charge"
5) Priority field
6) Worktype field
Possible Design for Work Order Statuses:
REVIEWED (you would need to add this as a synonym of WAPPR): most maintenance sites do not "officially approve" work. They will however review all new/incoming work (each morning) to verify applicability, feasibility, and also ensure it is not a duplicate request. In some cases there may be a financial approval based on cost but this cannot be done until the planners have applied a craft/material/service estimate.
PLANNED (you would need to add this as a synonym of WAPPR): this is a very important status code which says this work order has been fully planned by Maintenance Planners. Other actions by the Planner include (1) creating full work plan with job steps, (2) saying which work group and/or supervisor should manage this work, and (3) entering a work priority (in concert with Supervisors input)
Note: sometimes this step is skipped as urgent/emergency work does not always get planned. Also, a PM-workorder is theoretically already fully planned.
APPR status is a base Maximo status and indicates ready to work. It may also reserve materials.
ASSIGNED (you would need to add this as a synonym of APPR): this indicates the work order has been assigned to a worker and the (paper) work order is in his hands to execute.
SCHEDULED (you need to add this as a synonym of APPPR): indicates that this work is on weekly schedule, or has schedule start date in near future
INPRG means job in progress. I believe this status is frequently misused. It should really only refer to work underway. This means duration longer than a day. It is especially useful when crossing over between weeks.
HOLD (you would add this as a synonym of INPRG). This is a real world situation where a job gets started but has to be stopped before completion. There may be a significant delay before restart. It is important to know what work is on hold so that this stuff does not get re-scheduled.
WK-COMP (you would add this as a synonym of COMP) to be used by working level. The Maintenance Supervisor would then review this work and change status to COMP.
Please note: there is a lot of variety in how (seasoned) sites use work order statuses. This entry however was intended for new users who see the out-of-the-box status codes and think that is all they need.
Note: Emergency/Urgent work does not get planned.
w/br
John Reeve
Manager, Practice Leader Maintenance and Reliability Solutions
Cell: 423 314 1312
http://www.linkedin.com/pub/john-reeve/11/644/9b2