Purpose: WM014 - Create Planned Work Order

WM014_Create Planned Work Order
Purpose
The purpose of this activity is to:
 create a list of Approved Planning Priority Notifications

 create Planned Work Orders from Approved Notifications
 create a list of PM01, PM02, PM04 and PM06 Work Orders with the user status of In
Planning (IPL).
Activity Scenario
Consider a scenario where Planning Priority Notifications have been approved and are ready to be
planned.
The list of Planning Priority Notifications requires review to ascertain whether additional detail is
required in the Notifications prior to creating the Work Orders.
The Work Orders are then created and made ready for Planning. All IPL Work Orders are then listed
for detailed planning activities to commence.
Trigger
Perform this activity when Planning Priority Notifications are ready for Work Order creation.
Prerequisites
Planning Priority Notifications ready for Work Order Creation.
Activity Process Steps
The activity includes the following process steps:
Process Step Name Transaction Code

305.02.02.010 – List Planning Notifications IW28
305.02.02.020 – Create Work Orders for Planning IW28
305.02.02.030 – List Work Orders for Planning IW28
Menu Path
My Work > Work Management > Schedule Management > Plan Work
Date of Print: Thursday, March 19, 2015 1SAP 1 / 32

© BHP Billiton in Confidence (printed copies are
uncontrolled)
Procedure
1. Begin this activity by creating a list of Approved Planning Priority Notifications. To
undertake effective planning, prior to the creation of Work Orders, each Notification is reviewed
to identify if additional information is required.
Navigate to Schedule Management > Plan Work > Change Notifications (Selection List)
on the Portal.
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Gateway IGW3 (HA)
The Change Notifications: Selection of Notifications screen is displayed.

uncontrolled)
Change Notifications: Selection of Notifications
2. Select the check box.
3. Clear the check box.

uncontrolled)
4. As required, complete/review the following fields (R - Required, O - Optional, C - Conditional):

Field R/O/C Description
Notification date R
Date and Time the notification was created.
Example:
31.12.9999
5. Click to scroll down.


uncontrolled)

Priority R
Priorities are used to convey the urgency
requirements of the activities (Notification Priority)
and the scheduling requirements of the work (Work
Order Priority).
Example:
3
Status included R
The system or user status of the notification to be
included in the selection.
Example:
APR
Planning plant R
Plant where work is planned.
Example:
C602
Planner group R
The Planner Group contains employees responsible
for planning Work Management tasks in a plant.
Example:
C03
7. Double-click in the Revision (from) field to view the revision selection options.

uncontrolled)
Maintain Selection Options
The Maintain Selection Options pop-up window is displayed.
9. Select the revision option from the Selection column. In this example, select .
10. Click to continue.

uncontrolled)

Revision R
Used to group and identify Work Orders which have
requirements to be planned and scheduled
together.
Example:
S*
Selecting the revision as Not Equal to S* ensures that all Notifications assigned to Shutdown
Revisions are excluded from the returned list of Notifications.
12. Click to execute the transaction.

uncontrolled)
Change Notifications: List of Notifications
The Change Notifications: List of Notifications screen is displayed.
14. Click to select the Notification 400123747.

uncontrolled)
15. Click to view the details of the selected Notification.

uncontrolled)
Change PM Notification: Event/Work Request
The Change PM Notification: Event/Work Request screen is displayed.
You can click to display the Notification Long Text.
Review the scope of Work Information in the Notification Long Text field.
17. Click the tab to view the task list.

uncontrolled)
If your user profile is correctly setup with a default Task List Profile value of 1SAP_01, then
clicking will take you directly to the Display General Task List: Operation Overview
screen.
It is recommended that all Notifications should have a Task List assigned to assist in front end
loading of the Work Planning process.
19. Click to view the details of the task assigned to the Notification.

uncontrolled)
Display General Task List: Operation Overview
The Display General Task List: Operation Overview screen is displayed.
Review the Task List details to ensure that the correct Task List is linked to the Notification.
21. Click to review the Display General Task List: Header General View screen.

uncontrolled)
Display General Task List: Header General View
22. Click to review the Display General Task List: Task List Overview screen.

uncontrolled)
Display General Task List: Task List Overview
23. Click to return to the Change PM Notification: Event/Work Request screen.

uncontrolled)
25. After you create a list of Approved Planning Priority Notifications, create a Planned
Priority PM01 Work Order from an Approved Notification.
Navigate to Schedule Management > Plan Work > Change Notifications (Selection List)
on the Portal.

uncontrolled)
26. Click to assign an order to the Notification.

uncontrolled)
Create Order
The Create Order pop-up window is displayed.

uncontrolled)
Create Work Order (Corrective) : Central Header
The Create Work Order (Corrective) : Central Header screen is displayed.
The Description, Long Text, Planner Group, Main Work Center and Planning Plant field
values default from the originating Notification.
SystCond. R
Stipulates when an activity may be performed
based on the operating condition (operating/not
operating/anytime) of the plant during work
execution.
Example:
2 (Anytime)
31. Click to display the list of priorities.

uncontrolled)
32. Select the priority from the Priority drop-down list. In this example, select
.

uncontrolled)

Bsc start R
Date when the notification was started, malfunction
was notified, or maintenance work is to start.
Example:
28.02.2012
Revision R
Used to group and identify Work Orders which have
requirements to be planned and scheduled
together.
Example:
Y12W09

uncontrolled)
Only Work Order types PM01 for Corrective Work and PM06 for Project Work are created in
this step.
If the Work Order is a PM06 Work Order, the WBS Element will be added to the Location
tab.
34. Click the tab.
Information
The Information pop-up window is displayed.

uncontrolled)
The warning message displays in the status bar at the bottom of the screen: End date is in
the past
Press Ctrl + Enter twice to view the list of Operations assigned to the Notification.

uncontrolled)
Change Work Order (Corrective) : Operation Overview
Operations copied from the Task List assigned to the Notification display in the Work Order
by default.
39. Click the tab.

uncontrolled)
Create Work Order (Corrective) : Component Overview
Components copied from the Task List assigned to the Notification display in the Work Order
by default.
41. Click to save the Work Order with the Notification.

uncontrolled)
The Change Notifications: List of Notifications screen is displayed.
This message displays in the status bar at the bottom of the screen: Order [number] saved
with notification [number]
43. After you create a Planned Priority PM01 Work Order from an Approved Notification,
create a list of PM01, PM02, PM04 and PM06 Work Orders with the user status of IPL.
This list of Work Orders is derived from converted Approved Notifications, Work Orders
generated from Work Plans, and Work Orders created for Repairable Spare Refurbishment.
These Work Orders are identified to fully plan the resource requirements.
Navigate to Schedule Management > Plan Work > Change Work Orders (Selection List)
on the Portal.

uncontrolled)
The Change PM Orders: Selection of Orders screen is displayed.
Change PM Orders: Selection of Orders
44. Select the check box.
45. Clear the check box.
46. Click to select multiple order types.

uncontrolled)
Multiple Selection for Order Type
The Multiple Selection for Order Type pop-up window is displayed.

Single value R
The single value to be included/excluded from the
selection list.
Example:
PM01
Single value R
selection list.
Example:
PM02

uncontrolled)

Single value R
selection list.
Example:
PM04
Single value R
selection list.
Example:
PM06
49. Click to execute the entered values.

uncontrolled)

Status inclusive R
The system or user status of work orders - to be
included in the selection.
Example:
IPL
Basic Start Date R

Date that the orders were due to commence.
Example:
31.12.9999

uncontrolled)

Planner Group for R
The Planner Group contains employees responsible
Order
for planning Work Management tasks in a plant.
Example:
C03
54. Click to view the list of orders.

uncontrolled)
Change PM Orders: List of Orders
The Change PM Orders: List of Orders screen is displayed.
Orders with a User Status of Request for Quotation (RFE) can be identified here.
Where there is a Due Date Defined (User Status ‘DDD’), consideration must be given to the
scheduling requirements for this work.

uncontrolled)
Result
You have now completed:
 creating a list of Approved Planning Priority Notifications

 creating Planned Work Orders from Approved Notifications
 creating a list of PM01, PM02, PM04 and PM06 Work Orders with the user status of IPL.

uncontrolled)

Purpose: WM014 - Create Planned Work Order

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WM014_Create Planned Work Order

 create a list of Approved Planning Priority Notifications

Planning Priority Notifications ready for Work Order Creation.

Activity Process Steps

The activity includes the following process steps:

Process Step Name Transaction Code

Date of Print: Thursday, March 19, 2015 1SAP 1 / 32

The Change Notifications: Selection of Notifications screen is displayed.

Date of Print: Thursday, March 19, 2015 1SAP 2 / 32

Change Notifications: Selection of Notifications

2. Select the check box.

3. Clear the check box.

Date of Print: Thursday, March 19, 2015 1SAP 3 / 32

4. As required, complete/review the following fields (R - Required, O - Optional, C - Conditional):

5. Click to scroll down.

Change Notifications: Selection of Notifications

6. As required, complete/review the following fields (R - Required, O - Optional, C - Conditional):

Date of Print: Thursday, March 19, 2015 1SAP 4 / 32

Field R/O/C Description

Date of Print: Thursday, March 19, 2015 1SAP 5 / 32

Maintain Selection Options

The Maintain Selection Options pop-up window is displayed.

10. Click to continue.

Date of Print: Thursday, March 19, 2015 1SAP 6 / 32

Change Notifications: Selection of Notifications

11. As required, complete/review the following fields (R - Required, O - Optional, C - Conditional):

12. Click to execute the transaction.

Date of Print: Thursday, March 19, 2015 1SAP 7 / 32

Change Notifications: List of Notifications

The Change Notifications: List of Notifications screen is displayed.

14. Click to select the Notification 400123747.

Date of Print: Thursday, March 19, 2015 1SAP 8 / 32

Change Notifications: List of Notifications

15. Click to view the details of the selected Notification.

Date of Print: Thursday, March 19, 2015 1SAP 9 / 32

Change PM Notification: Event/Work Request

The Change PM Notification: Event/Work Request screen is displayed.

You can click to display the Notification Long Text.

17. Click the tab to view the task list.

Date of Print: Thursday, March 19, 2015 1SAP 10 / 32

Change PM Notification: Event/Work Request

Date of Print: Thursday, March 19, 2015 1SAP 11 / 32

Display General Task List: Operation Overview

The Display General Task List: Operation Overview screen is displayed.

Date of Print: Thursday, March 19, 2015 1SAP 12 / 32

Display General Task List: Header General View

Date of Print: Thursday, March 19, 2015 1SAP 13 / 32

Display General Task List: Task List Overview

23. Click to return to the Change PM Notification: Event/Work Request screen.

Date of Print: Thursday, March 19, 2015 1SAP 14 / 32

Change PM Notification: Event/Work Request

The Change PM Notification: Event/Work Request screen is displayed.

Date of Print: Thursday, March 19, 2015 1SAP 15 / 32

The Change PM Notification: Event/Work Request screen is displayed.

Change PM Notification: Event/Work Request

26. Click to assign an order to the Notification.

Date of Print: Thursday, March 19, 2015 1SAP 16 / 32

The Create Order pop-up window is displayed.

28. Click to continue.

Date of Print: Thursday, March 19, 2015 1SAP 17 / 32

Create Work Order (Corrective) : Central Header

The Create Work Order (Corrective) : Central Header screen is displayed.

31. Click to display the list of priorities.