Shawn,
If the original process is what you really want -- and I get it; we (unfortunately) don't plan ahead/rarely have a Work Order with Planned Materials, yet our flow of work would kind of tend to go:
WO status changes to APPR
technician goes to do the job, changes status to INPRG
technician figures out he doesn't have the necessary parts, heads to the warehouse to try to find them, doesn't find them; should change status to WMATL
parts get ordered, parts received, technician notified of receipt; he should change status to APPR -- but the software won't allow this change
So, now that you've made me think about this, I think I've already solved a similar other situation we had, and could apply the same techniques here. But I'll write this in terms of how to solve your use case:
1) In the WOSTATUS domain, create a synonym of something WMATL can go to, e.g., WAPPR. Let's call your synonym WTSCH. Yeah, we basically want to mislead your user into choosing it, thinking it's WSCH.
2) Create an Automation Script, Attribute Launch Point, on the status attribute:
if interactive:
if onadd or onupdate:
if status == 'WTSCH':
mbo.changeStatus('WSCH', MboConstants.NOACCESSCHECK |
MboConstants.NOVALIDATION)
3) Create Conditional Expressions to make sure your WTSCH status is only available when the status is WMATL. You'd need to do that on the WORKORDER and WOCHANGESTATUS objects.On WOCHANGESTATUS:
:wostatus = 'WMATL'
On WORKORDER:
:status = 'WMATL'
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Travis Herron
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Original Message:
Sent: Wed March 17, 2021 10:16 AM
From: Shawn St.Amand
Subject: Work Order statuses - Allowed changes
@Bradley Downing thank you for your input. You are preaching to the choir! That is the other change that I have been lobbying for, to make INPLN an unapproved status. I know that having an estimate before approval is a best practice but I also know many many organizations that approve the work based on a simple, "do we need to do it or not" decision. We are not ready to introduce that requirement into our workflow at this time but I do want to be able to capture the estimate at approval so that I can report on planner effectiveness. My understanding is that maximo basically capture two estimated values, an estimate at approval (WAPPR to APPR) and a rolling estimate, which is useful for adding missed materials/labor/services to the plan for when a WO is duplicated or converted into a job plan etc.
Our original and current plan is to create WRESSOURCE as an alias of APPR to take the place of WMATL because we cannot get WMATL to act the way we need it too. The unfortunate part is that we lose some default functionality, one of which is automatic status change to WMATL when parts ore not on hand.
Similar to what you said in regards to WPCOND "You obviously cannot schedule work to be performed on the smelter whilst it is still full of molten steel for the foreseeable future," similarly you cannot schedule work when the parts haven't arrived (WMATL). When the parts do arrive, how do we let the Scheduler know, if we can't use WSCH? Maybe parts available status (PAVAIL) that is treated similar to WSCH by the planners...
------------------------------
Shawn St.Amand
Original Message:
Sent: Wed March 17, 2021 08:30 AM
From: Bradley Downing
Subject: Work Order statuses - Allowed changes
Howdy!
Two comments if I may... First, the WMATL, WPCOND and WSCH are all "designed" to be a result of some action in Maximo. The WSCH is the default choice of preplanned work through the PM artifact. WMATL is a function of ordering parts through the normal reservation process and as a result of backordered parts the WO is now not available for further 'life-cycle' processing (i.e. it cannot progress as it normally would from 'cradle-to-grave' or WAPPR to CLOSE.). Likewise the WPCOND is driven by Maximo's logic on asset availability. You obviously cannot schedule work to be performed on the smelter whilst it is still full of molten steel for the foreseeable future.
Secondly, The INPLN is a good idea but I would advise changing the underlying MAXVALUE to WAPPR. Normally speaking, you would not have your work be approved whilst you are still planning. Many organization go through a review process to ensure the spend bill you devise in your planning process is acceptable to the budget. If not, then it is sent back for REPLN(WAPPR). This also affects your Estimate vs. Actuals. If, whilst in the planning phase, you are also accruing costs (because you can when you are APPR, and APPR means you are agreeing with the spend pattern you have devised for that particular WO;) and yet still changing estimates, you may very well lose site of you original cost estimates for the work activities, and thus blurring your ability to gauge your planning effectiveness.
------------------------------
Bradley K. Downing , MBA
IBM Certified Adv. Deployment Prof. Maximo v7.6.1
IBM
Bakersfield CA
Original Message:
Sent: Tue March 16, 2021 04:05 PM
From: Shawn St.Amand
Subject: Work Order statuses - Allowed changes
Hi All,
In our current configuration, the only statuses changes available from WMATL are INPRG, CAN, WCOMP and COMP. I am told that we cannot config Maximo to allow a status change from WMATL to WSCH. In my mind, the process should be the following (based on our current design):
WAPPR - INPLN (APPR) - WMATL (skipped if not relevant) - WSCH - SCHED - INPROG - WCOMP - COMP
The current flow causes issues when the work order enters our scheduling software as in progress (INPRG), when it should be waiting to be scheduled (WSCH), once the parts arrive on site.
This seems to be by design (default):
From WSCH (synonym of APPR)
In Progress
Waiting on Material
Completed
Waiting on Plant Cond (synonym of APPR)
Waiting on Approval
Closed
From WMATL (synonym of APPR)
In Progress
Waiting on Material
Completed
Waiting on Plant Cond (synonym of APPR)
Waiting on Approval
Closed
I find it odd that you can go from WSCH to WMATL but not the other way. Shouldn't you wait till all materials are on hand before scheduling work?
Any input is greatly appreciated...even if I'm out to lunch here!
Thanks!
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Shawn St.Amand
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#AssetandFacilitiesManagement
#Maximo