Workshop: Work Completion Process

1. Workshop: Work Completion Process May 16, 2006

2. 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

3. Agenda • Introduction • Discussion of Work Completion Process • Preview of Next Blueprinting Session • Other Discussion

4. What is the SAP Work Completion Process? Work Orders are “Technically Completed” Notifications are closed with technical findings recorded Notes may be recorded via an order confirmation

5. How is an order “Technically Completed”? Orders are usually Technically Completed (TECO) from a list:

6. How is an order “Technically Completed”? One or more orders are selected:

7. How is an order “Technically Completed”? The “checkered flag” icon is selected:

8. How is an order “Technically Completed”? SAP offers to complete the notifications at the same time. Since we are going to record technical results with the notification, “Complete Orders” is selected.

9. How is an order “Technically Completed”? SAP indicates which orders were processed with the check mark. If the “Refresh” icon is selected, these orders will drop from the list.

10. How is an order “Technically Completed”?

11. How is a notification closed? A list is used to select the notifications which are in process:

12. How is a notification closed? A list of notifications in process is displayed:

13. How is a notification closed? A notification is chosen for processing:

14. How is a notification closed? A code may be entered and the “Checkered Flag” icon selected:

15. How is a notification closed? The date and time of completion are entered:

16. How is a notification closed? The processed notification is indicated by the check mark:

17. How is a notification closed? The display is refreshed and the notification is no longer listed:

18. How is are comments attached to a Work Order? The order confirmation transaction is used for this:

19. How is are comments attached to a Work Order? The top portion of this screen is for time entry when CATS is not used. The text is entered in the “Confirm Text” field. Long text may be used.

20. Topics For Next Blueprinting Session • Determine Material Management Requirements • Reservations from Orders • Requisitions from Orders • Goods Issues to Reservations • Unplanned Goods Issues • Material Availability Display

21. The “Homework” List • -Fill in the floor number (if you know it) for the spreadsheet with "Unknown" floor. • -Develop a priority list (or lists) by notification type or order type for your area • -Determine which fields should be eliminated or required on the notification screens • -Develop a list of Damage, Cause of Damage, and Activity codes • -Determine if additional (or fewer) order types are required for your area • -Determine a list of "Maintenance Activity Types" for your area and decide which order types should have which Maintenance Activity Types • -Determine a list of "User Statuses" by Order Type for your area. • (Different order types may have different statuses.) • -Determine the criteria for the "Object Info Box" to pop up for repeated work on a room or equipment.  • -Determine which fields should be eliminated or required on the order screens