Plan and Schedule Asset Performance Monitoring Task

As a back office supervisor (Planner), you can define and schedule recurring rounds and assign the rounds to the respective plant personnel (Operator) depending on their availability.

For example, you could plan a round for motor inspection to check the bearings, wiring and other components twice a week or verify the elevated sprocket once in 15 days. Data obtained from an Operator Round helps you take further actions like notifying the appropriate technician or supervisor.

Use the Operator Rounds module on the mWorkOrder UI5 application to plan an operator round with details like start and end date, person responsible and tasks to be done on equipment and functional location.

Figure 1. Operator Rounds - Planner Workflow

To plan and schedule asset performance monitoring task

  1. Login to UI5 application.
  2. On the Dashboard, click Operator Rounds.
  3. Click Create New Round Plan.
    Figure 2. Define Round Plan
  4. On the Define Round Plan tab, enter the following:
    Field Description
    Details
    Title Name of the round plan like AHU (Air Handling Unit) Motor Monthly Inspection.
    Description Short description for the round plan.
    Assignment
    Plant Select the Plant where the plan is executed.
    Person Responsible Select the personnel who executes the tasks.
    Scheduling
    Frequency

    Select the duration between the consecutive rounds like:

    • Daily
    • Monthly
    • Weekly

    Note: You can also schedule the round periodically as required. For example, if you schedule the round Every 5 days, the Operator is assigned a round every 5 days until the End Date.

    Schedule

    Select the day of the month / week when the personnel must execute the round.

    Note:

    • If the Frequency is selected as Monthly, this field shows the calendar dates.
    • If the Frequency is selected as Weekly, this field shows the calendar days.
    Shift The time slot in a day when the personnel executes the tasks.
    Start Date Select the date from when the Rounds are assigned to the Operator.
    End Date Select the date until which the rounds must be assigned to the Operator.
    Extra
    Notes & Instructions Enter the notes or text like instructions or procedure to assist the personnel when executing the round.
  5. Click the Add icon to add files like reference documents or images in Attachments field.
    Note: You can configure the supported file types like jpeg, pdf, and png using RACE.
  6. Click Continue to add tasks to the Functional Locations and Equipments on the Add & Create Task tab.
    On this tab, you can:
    • SAP assets on the left section of the screen.
    • Tasks and Templates on the right section of the screen.
    Figure 3. Add Tasks
  7. On the SAP Assets tab, select the Functional Location or the Equipment.
    Note: Equipments assigned to the Functional Location are shown in hierarchy view.
  8. Click the Add icon on the right section.
    Note: You can add the existing tasks to the round plan from the Templates tab.
  9. In the New Task window, enter the following:
    Field Description
    Task Title Name or code of the task.
    UI Control Type

    Type of the task. Possible values:

    • Button
    • Text Input
    • Segment Control
    • Drop Down
    • Date Picker
    • Numeric Input

    Note:

    • Value in this field corresponds to a dynamic form configured in RACE.
    • Additional fields are displayed depending on the form (option) selected.
  10. Click the Add icon in the Attachments section to add images or reference documents.
  11. Click Create Task.
    Task is created and the count of tasks is shown next to the Functional Location / Equipment.
  12. On the Tasks tab, do the following:
    • Mandatory: Select this check box to make this task as mandatory to be completed by Operator.
    • Note: Select this check box to show the Note field as mandatory.
    • Attachments: Select this check box to show the Attachments field as mandatory.
  13. Click Continue to review the round plan details.
  14. On the Review and Reorder Round tab, verify the round details in the Round Details section on the left.
  15. Click Edit to navigate to the Define Round Plan tab and modify the details.
    Review the tasks created for the asset in the Location, Equipment and Tasks section on the right and reorder the position of the tasks under Asset (or) move assets to reorder with respect operator rounds inspection route.
    Figure 4. Review Round Plan
  16. Click Activate Round Plan.

    You can view the rounds depending on the Round Plan in the Rounds menu.

    Note: Rounds for the newly created round plans are shown depending on the schedule of the batch job configured in SAP.