Standalone WO Basic Building Blocks—Exercises

Basic Data Setup

Purpose: The purpose of this exercise is to show you how to set up the basic data required to perform the exercises below.

Windows:
Inventory Part

1. Open the Inventory Part window and create a new record (F5).
2. Enter values in the relevant fields according to the table below:

   Inventory Part	Part Description	Site	Planner	UoM
   102203	Circuit Board	X	*	PCS

3. Save the information (F12).
4. If the Settings for New Part in Part Catalog dialog box appears, click OK (do not change the default values).

Main Exercise

Purpose: The purpose of this exercise is to understand the fundamental logic on how work orders are scheduled by the CBS servers as well how the mechanisms behind constraints work.

Windows:
Work Order Simulation Client
Prepare Work Order

Prepare a Standalone Work Order

1. Open the Prepare Work Order window and create a new record (F5).
2. Enter values in the relevant fields on the General tab according to the table below:

   Directive	Reported By	Connection Type	Object ID	Late Start	Requested Finish	Maint Org
   Replacement of circuit board	<Your username>	EQUIPMENT	<Any object on your site>	<Date of Monday Next at 08.00 AM>	<Date of Tuesday Next at 5:00 PM>	X-1000

3. Save the information (F12). The work order should have the Work Request status.

Connect Operations

1. Click the Operations tab and create a new record (F5).
2. Enter values in the relevant fields according to the table below (create records for all the rows in the table):

   Operation No	Description	Maint. Org.	Maint. Org. Site	Craft ID	Planned Men	Planned hours
   10	Dismount hatch	X-1000	X	101	1	2
   20	Disconnect 220V	X-2000	X	401	1	4
   30	Replace circuit board	X-2000	X	201	1	1
   40	Connect 220V	X-2000	X	401	1	4
   50	Functional Test	X-2000	X	301	1	1
   60	Mount hatch	X-1000	X	101	1	1

3. Save the information (F12).
4. Select the following operations: 20, 30, 40, 50, and 60. Right-click and click Predecessors.
5. In the dialog box that appears select the check box against operation 10 (i.e., operation 10 is the predecessor of operation 20) and click Apply.
6. Follow step 5 to create predecessors for the rest of the operations according to the table below:

   Operation No	Predecessor
   30	20
   40	30
   50	40
   60	50

7. Click Close. The execution order of the operations should be 10, 20, 30, 40, 50, 60.

Connect Tools-and-Facilities

1. Click the Tools and Facilities tab, create new records according to the table below:

   Site	Tool & Facility Type	Quantity	Planned hours	Operation No
   X	WRENCH	2	2	10
   X	WRENCH	2	1	60

2. Save the information (F12).

Connect Material

1. Click the Materials tab create a new record (F5).
2. Enter values in the relevant fields according to the table below:

   Signature	Site	Internal Destination ID
   <Your user name>	X	<Any available value>

3. Save the information (F12).
4. Next double-click the table to create a new record and enter the following information in the relevant fields:

   Part No	Site	Operation No	Date Required	Quantity Required
   102203	X	30	<Today>	1

5. Save the information (F12).

Set the Work Order status to Prepared

1. Click the General tab, right-click, point to Work Order Status and click Prepared.

Note: The work order is now sent to the CBS Server for the first time. When the transaction is completed, it is time to check what has happened with the work order. The Scheduling Constraints field in the General tab should now have the value Unresolved. In the Operations tab the following fields will be updated with information for the operation line:

• Scheduling Status - Unscheduled 
• Scheduling Info - informs you that there were not enough crafts or tools available.

This is because, for this example, we have not made any connections between the crafts we have registered in the earlier exercises and the employees. The CBS Server simply cannot find people who can perform the operations.

Switch over to the IFS Scheduling/Simulation Client (Work Order Simulation Client) and query for the schedule from the CBS Server, you will find that the work order you sent to be scheduled is all gray because all operations are unscheduled due to the reasons above.

So let us now connect the employees we registered to the relevant crafts so that they can perform the work.

Connect Employee to Craft

1. Open the Organization Basic Data window and click the Link Employees/Crafts tab.
2. Create a new record and enter values in the relevant fields according to the table below, use the List of Values where applicable:

   Signature	Employee ID	Name	Maint. Org.	Maint. Org. Site	Craft ID	Default Craft
   X-ELEC1	X-100	John Doe	X-2000	X	201	Yes
   X-ELEC2	X-200	Mary Doe	X-2000	X	201	Yes
   X-MECH1	X-300	George Doe	X-1000	X	101	Yes
   X-MECH2	X-400	Sally Doe	X-1000	X	101	Yes
   X-QA1	X-500	Bill Doe	X-1000	X	301	Yes
   X-SELEC1	X-600	Kevin Doe	X-2000	X	401	Yes

3. Once you have connected all the employees open the Work Order Simulation Client dialog box and enter your site using the List of Values. Click OK. The IFS Scheduling/Simulation Client appears.
4. Click the Database Open toolbar icon (the leftmost icon in the toolbar) to reload the data from the CBS Server into your CBS client.
5. Click the Master Data tab on the Data Tree window.
6. Expand the Employee node. The six employees you added to the database should now be visible in CBS under the respective maintenance organization.

Resolving Human Resource Constraints

Windows:
Prepare Work Order
Work Order Simulation Client

1. Open the Prepare Work Order window again and query for the work order you created.
2. Since standalone work orders are directly rescheduled when a change related to scheduling occurs simply make an extremely small change in the Requested Finish field (e.g., include a space) in the General tab and save.
3. Query for (or refresh) the work order. All operations should now have the status Scheduled, and the value of the Scheduling Constraints field in the General tab should be Resolved.
4. Switch over to the IFS Scheduling/Simulation Client (Work Order Simulation Client) and query for the schedule from the CBS Server. The work order should now be correctly scheduled (the work order and all operations should be green).

Human Resources Allocations

Windows:
Prepare Work Order
Work Order Simulation Client

The employees that are allocated to a certain work order operation will be shown in the lower part of the Prepare Work Order/Operations tab. They will be allocated for the duration of the operation. If we have a demand for more than one person, this is indicated in the Planned Men field.

1. Open the Prepare Work Order window and click the Operations tab.
2. For operation 10, change the number of Planned Men to 2, and save. The allocation for operation 10 should now include both the X-MECH employees.
3. Open the IFS Scheduling/Simulation Client (through the Work Order Simulation Client).
4. Open the node with your work order and double-click operation 10.
5. Click the Show Assignment tab. Select COMP-1 and COMP-2 in the Roles list. These should be the same employees you see in the allocation window in the IFS Windows client.
6. Switch back to the Prepare Work Order window.
7. Change the number of Planned Men on operation 10 to 3 and save. Note that the scheduling status of the operation is now Unscheduled. This is because the system does not have 3 employees that meet the craft requirement. Applicable to all work order operations that rely on resources directly or indirectly through operation dependencies.
8. Switch over to the IFS Scheduling/Simulation Client (Work Order Simulation Client) and query for the schedule from the CBS Server. The work order and it's operations should be colored gray.
9. Switch back to Prepare Work Order window, change the value of Planned Men to 1, and save the information. Note: the allocation is for one employee.

Human Resources can be constrained on several levels. For operation 30 we have two possible employees that can perform the operation. One of them should be allocated, and if you want to force the other one to be allocated do the following:

1. For operation 30, remove the allocation in the lower part of the window and save.
2. Enter one of the employees in the Executed By field using the List of Values.
3. Save the information. The employee selected above should now be allocated to the operation.

If neither an employee or craft constraint exists you can apply one to a specific organization.

1. For operation 30, remove the values in the Executed By and Craft ID fields.
2. In the Maint. Org. field, use the List of Values and select another maintenance organization other than X-1000 or X-2000. Make sure that at least one employee is registered under the selected maintenance organization.
3. Save the information. The CBS Server should now have allocated a person from the selected maintenance organization.

Now we will add a craft constraint again.

1. For operation 30, enter 201 as the Craft ID. Leave the maintenance organization as it was in the previous steps.
2. Save the information. The allocation should now be either X-ELEC1 or X-ELEC2. However, both employees belong to another maintenance organization, NOT the one indicated in the Maint. Org. field. This is because the CBS Server rates a craft constraint higher than that of a maintenance organization, and will therefore allocate a person that is found to have this craft even if he/she belongs to another maintenance organization.

Tool Allocations

Windows:
Prepare Work Order
Work Order Simulation Client

Tools can be a constraint on two levels, either by type or by tool identity. CBS also internally manages tools where the quantity > 1. At this point, if you click the Prepare Work Order/Tools and Facilities tab, there should be allocations of Tool IDs made to both the tool constraints set in previous exercises above. What we did in the previous exercises was to set a type-only constraint for a WRENCH, and the allocation for those is done on the same row as the constraint. We will now set a constraint for a specific tool.

1. Open the Prepare Work Order window and click the Tools and Facilities tab.
2. For tool row number 1, which belongs to operation 10, change the Tool/Facility ID using the List-of-Values to SWRENCH or LWRENCH (depending on which is already allocated) and save.
3. Switch over to the IFS Scheduling/Simulation Client (Work Order Simulation Client).
4. Query for the schedule from the CBS Server.
5. Expand the node with your work order and double-click operation 10.
6. Click the Show Assignment tab. Select TOOL-1 and TOOL-2 in the Roles list. Since the request was for two wrenches, two records were created.

Now we will change tool row number 2, the one that belongs to operation 60.

1. For the tool row number 2 (in the Prepare Work Order/Tools and Facilities tab) change the value in the Quantity field to 3 and save.
2. Click the Operations tab. The scheduling status of operation 60 is set to Unscheduled. If you check the General tab, the scheduling constraint for the work order is Unresolved. This is because we have not registered 3 tools with the tool type WRENCH.

Note: What the CBS Server does in this case is to unschedule the whole operation and remove resource assignments, including human resources. This is done so that the resources could be utilized for other operations (on other work orders) until the relevant resource constraints are resolved.

3. Switch over to the IFS Scheduling/Simulation Client (Work Order Simulation Client).
4. Query for the schedule from the CBS Server.
5. Expand the node with your work order and double-click operation 60.
6. Click the Show Assignment tab. Make sure that there are no assignments in the Roles list.
7. Click tab Show Assignment. In the dropdown list for Roles, check that no assignments are made.
8. Switch to the Prepare Work Order window again. Change the quantity back to 2 on the tool line and save.

Material Allocations

Purpose: The purpose of this exercise is to understand the constraints that govern the material allocations.

Windows:
Prepare Work Order
Work Order Simulation Client
Inventory Part

Material allocations behave differently based on how the inventory part is setup. By default all material are considered to be infinite, i.e., the CBS Server assumes material to NOT be a constraint.

1. Open the Prepare Work Order window and click the Materials tab.
2. Check the Date Required field. Based on the scheduling of operations the date the part is required is set to the start date of the operation requesting it. Recall that we actually required the part for today but that was before the first scheduling session.
3. Switch over to the IFS Scheduling/Simulation Client (Work Order Simulation Client), click the Master Data tab and expand the Materials node.
4. Double-click the part:102203, click the Show Contents tab. Observe the following details: the part is setup to be infinite and there is only one operation requesting the part that is operation 30.

Change Part Behavior

Important: In order to follow the steps below you would need an executable that features the Inventory Part/Manufacturing tab.

1. Open the Inventory Part window and query for part 102203.
2. Click the Manufacturing tab.
3. Change the value in the Sched Capacity field to Finite Capacity.
4. Click the Acquisition tab and change the purchasing lead time to 10 (days).
5. Save the information.
6. Switch over to the IFS Scheduling/Simulation Client (Work Order Simulation Client) and close it.
7. Reopen it again through the Work Order Simulation Client dialog box. When the dialog box appears select the Refresh Material check box and click OK.
8. In the now reopened IFS Scheduling/Simulation Client click the Master Data tab and expand the Materials node.
9. Double-click the part: 102203, click the Show Contents tab. Observe that the part is now setup to be Finite With Lead Time.

Reschedule Work Order

1. Switch over to the Prepare Work Order window and click the Operations tab.
2. Make an extremely small change to the description of an operation (e.g., include a space) and save in order to trigger an update.
3. Click the General tab and query for (or refresh) the work order. Observe that the the value in the Planned Finish field should be Late Start + 10 days.
4. Switch back to the IFS Scheduling/Simulation Client (Work Order Simulation Client) and query for the schedule from the CBS Server.
5. Next drag-and-drop your work order on to the Gantt Chart (i.e., drag the work order on to the Drag & Drop Auto Timescale toolbar icon () to synchronize the planned start and finish dates with the gantt chart view). Observe that there now exists a gap of 10 days between operation 20 and 30 because the part is unavailable during that time. This also makes operation 30 and all subsequent operations tardy, since the requested finish date cannot be met.

Resource Breaks

Purpose: The purpose of this exercise is to apply resource breaks.

Windows:
Prepare Work Order
Work Order Simulation Client
Work Order Resource Breaks
Work Order Resource Breaks

Simulate Short Leave

Simulate a short leave for two employees.

1. Open the Work Order Resource Breaks window and create a new record.
2. Enter values in the fields according to the table below and save the information.

   Site	Break No	Break Description	Break Duration	Begin Date Range	End Date Range
   X	SHORTLEAVE	Short employee leave	24	Monday Next 8:00:00 AM	Tuesday Next 8:00 AM

3. Right-click on the window and click Resource Break Detail.
4. The Work Order Resource Break window appears. Click the Employees tab and create a new record.
5. Enter X-MECH1 in the Employee ID field using the List of Values.
6. Double click the table to create a new record and this time enter X-MECH2 as the employee identity. Save the information. You should now have both mechanics assigned to the resource break.
7. Right-click on the header window and click Approve.
8. Switch over to the IFS Scheduling/Simulation Client (Work Order Simulation Client).
9. Click the Activities tab and expand the Resource Breaks node. The break should now be visible, the color should be gray.
10. Double-click the SHORTLEAVE entry and click the Show Assignment tab.
11. Verify that there are two entries: EMPLOYEE-1 and EMPLOYEE-2 that was previously entered in the database.

Enable Resource Break

The resource break is not yet put in to effect, next task is to enable it and reschedule affected operations.

1. Switch over to the Work Order Resource Break window. Right-click on the header window and click Schedule.
2. Click OK in the dialog box that appears. Make sure the check box is NOT selected. This check box is used to reassign resources to affected operations if possible, in this example it will not have an effect since both possible resources are registered on the resource break. Once you click OK a reschedule request is sent to the CBS Server.
3. Switch back to the IFS Scheduling/Simulation Client (Work Order Simulation Client) and query for the schedule from the CBS Server.
4. Navigate to the SHORTLEAVE resource break. You will now find that it is scheduled (the color should be dark green).

Note: The resource break affects operation 10, since this operation has a craft requirement: 101 - Mechanic. Therefore it is not possible to schedule this operation until the resource break is over hence the work order cannot be started until Tuesday morning.

5. Next drag-and-drop your work order on to the Gantt Chart (i.e., drag the work order on to the Drag & Drop Auto Timescale toolbar icon () to synchronize the planned start and finish dates with the gantt chart view). Verify that operation 10 is moved to Tuesday of next week and that the start time is 08.00 AM (verify all subsequent operations accordingly).
6. Switch over to the Prepare Work Order window and query for your work order.
7. Click the Operations tab and verify that the updates above are reflected in the work order (i.e., in the database).

Changing a Resource Break Definition

A resource break definition can be changed or unscheduled if required.

1. Switch to the Work Order Resource Break window, right-click on the window header and click Unschedule.
2. Select the check box in the dialog box that appears (at this point we want to reschedule the resources on the break again).
3. Click OK, a request to unschedule is sent to the CBS Server.
4. Switch over to the IFS Scheduling/Simulation Client (Work Order Simulation Client) and query for the schedule from the CBS Server.
5. Navigate to the SHORTLEAVE resource break, it should now be unscheduled and colored gray.
6. Switch back to the IFS Windows Client and verify that the work order is scheduled according to the original time.