Create Operator Round for Asset Maintenance Task

Use the Operator Rounds module in the mWorkOrder Desktop 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.

To create asset maintenance task:
  1. Login to Desktop application.
  2. In the Dashboard, click Operator Rounds Planner.
  3. Click Round Plans on the left side pane.
  4. Click Create New Round Plan on top right.
    Figure 1. Define Round Plan
  5. In 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.
    Main Work Center Select the Work Center where the asset that needs inspection is located.
    Scheduling
    Frequency

    Select the duration between the consecutive rounds like:

    • Daily
    • Monthly
    • Weekly
    • Yearly

    Note: You can also set the custom frequency by clicking the Set button. For example, if you want to schedule the round for every 5 Days, Weeks, or Months enter the number as 5 and select Day, Week, or Month from the drop down.
    Shift The time slot in a day when the personnel execute 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.
    Extras
    Accessibility Select ON or OFF to enable or to disable voice commands.
    Notes & Instructions Enter the notes or text like instructions or procedure to assist the personnel when executing the round.
  6. Click the Add icon to add files like reference documents or images in the Attachments field.
    Note: You can configure the supported file types like jpeg, pdf, and png using RACE.
  7. Click Continue to add tasks to the Functional Locations and Equipments in the Add & Create Task tab.
    Note: After clicking Continue, the Asset Filters window appears where you can filter the Functional Location and Planner Group or you can continue without filter.
    In this tab, you can view:
    • SAP Assets on the left section of the screen.
    • Tasks and Templates on the right section of the screen.
    Figure 2. Add Tasks
  8. In the SAP Assets section, select the Functional Location or the Equipment.
    Note: Equipments assigned to the Functional Location are shown in the hierarchy view. You can also view a list of assets, functional locations and equipment under it, filter top level functional locations and get relevant hierarchy.
  9. Add maintenance tasks using the following options:
    1. To add a custom task:
      1. Click Create CustomTask on the right section.
      2. In the New Task window, enter the following:
        Field Description
        Title Enter the name or code of the task.
        PI Tag Enter the reference or threshold value for the task.
        Component Enter the name of the component where the task to be performed. For example, Engine.
        Failure Mode Enter the mode of the failure. For example, bearing failed.
        Maintenance Method Enter the method of the maintenance. For example, remove the failed bearing and add the new one.
        Lock Out Enter the asset/equipment lock out information if you want to lock or shut down the asset/equipment.
        UI Control Type

        Type of the task. Possible values:

        • Button
        • Text Input
        • Segment Control
        • Drop Down
        • Date Picker
        • Numeric Input
        • Form Field Type

        Note:

        • Value in this field corresponds to a dynamic form configured in RACE.
        • Additional fields are displayed depending on the form (option) selected.
        • When you select task type as Drop Down or Segmented Control, the three fields such as Value, Result, and Color are displayed.
      3. Click the Add icon in the Attachments section to add images or reference documents.
      4. Click Create Task.

        Task is created and the count of tasks is shown next to the Functional Location / Equipment.

      5. In the Tasks section, do the following:
        • Select the frequency for the task such as Daily, Weekly, Monthly, Quarterly, Yearly, or Custom Frequency.
          Note: The frequency is selected by default based on the Frequency or Custom Frequency selected in the Define Round Plan tab.
        • To select Custom Frequency, unselect all the other frequencies, click the Set link, enter the number, select the frequency from the drop down such as Day, Week, or Month, and click Save.
        • Select the Mandatory check box to make this task mandatory for the Operator.
    2. To add a task from the template:
      1. Click Add From Template on the right section.
      2. In the Choose Task Template window, select the template.
      3. Click Use Template.

        Tasks are added and the count of tasks is shown next to the Functional Location / Equipment.

        Note: The tasks are added based on the Frequency or Custom Frequency selected in the Define Round Plan tab. For example, if you select the Frequency as Daily, the daily wise tasks are added. If the Frequency is not selected then all the tasks are added from the template.

        You cannot edit/select the frequencies for the tasks if the Frequency or Custom Frequency is selected in the Define Round Plan tab.

        You can edit/select the frequencies for the tasks if the Frequency or Custom Frequency is not selected in the Define Round Plan tab.

      4. In the Tasks section, select the Mandatory check box to make the task mandatory for the Operator.
  10. Click Continue to review the round plan details.
  11. In the Review and Reorder Round tab, verify the round details in the Round Details section on the left.
  12. Click Edit to navigate to the Define Round Plan tab and modify the details.
    Review the tasks that are 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 operator rounds inspection route.
    Figure 3. Review Round Plan
  13. Click Save and Activate.
    A message appears confirming that the Round Plan <number> <task name> successfully created.
  14. Click OK.
    You can view the rounds depending on the Round Plan in the Round Plan menu.
    Note: Rounds for the newly created round plans are shown depending on the schedule of the batch job configured in SAP.