Checking and Releasing Maintenance Orders

Objective

After completing this lesson, you will be able to outline different ways of checking maintenance orders to release them for execution

Checking and Releasing Maintenance Orders

After the maintenance orders are created, they must be checked to ensure that all necessary information and resources are available for the maintenance work. This includes checking for required spare parts, resources, and availability of labor. If necessary, the order can be changed by the maintenance planner to ensure that all the information within the order is correct and sufficient. In case multiple orders need to be changed, SAP EAM provides mass change functionality. Subsequently, the order can be released for execution. This typically involves assigning the order to the responsible technicians or work crews and scheduling the maintenance work. This is typically done by a maintenance planner.

This phase includes the following steps:

  • Selection of maintenance orders to be executed
  • Material availability check
  • Capacity check of available capacities
  • Evaluate and issue relevant permits
  • Evaluate risks and create a safety plan
  • Tagging of relevant areas
  • Order release and printing of shop papers

When a maintenance order is released, materials are reserved, papers can be printed, confirmations can be provided, and goods movements become possible. The system checks for the availability of materials, production resources, and tools, and material reservations become relevant for materials planning, allowing for materials to be withdrawn and purchase requisitions to be generated.

The following activities can be performed only after you have released the order:

When a maintenance order is released, materials are reserved, papers can be printed, confirmations can be provided, and goods movements become possible. The system checks for the availability of materials, production resources, and tools, and material reservations become relevant for materials planning, allowing for materials to be withdrawn and purchase requisitions to be generated.

  • Print shop papers
  • Withdraw material
  • Book goods receipts (GRs)
  • Enter time confirmations
  • Complete task

In the traditional work environment shop papers can be printed. Usually, these shop papers are configured by each customer and are assigned to an order type. Alternatively, papers can also be sent out via email.

SAP S/4HANA output control as the central entry point for output functions in SAP S/4HANA provides functions like printing, sending e-mails, maintaining form templates for output. The output control is the key element for all processes related to the output of documents within SAP S/4HANA. It structures the output management and makes it reusable across all business functions that have adopted it. For Asset Management output management can be used for notifications, orders and work packs.

Work packs allow to include multiple output types and leverage support for print and email channels for the output. A work pack consists of a list of job packs (work order operations) which are grouped for output request. When you create a work pack, you select one or more maintenance order operations to be included in the work pack, choose a work pack type, and assign a grouping criterion for your new work pack.

Work packs can be used within each process but preferably with reactive maintenance (4HH) and proactive maintenance (4HI).

Worker Safety

The worker's safety can be compromised in the following areas:

  • Determine safety-relevant Permits
  • Work Clearance Management
  • Worker Safety
  • Connection to Risk Management System

It is possible to assign standard permits to technical objects, which can be imported automatically into the order and control order release.

Work Clearance Management (WCM) is a sub-module often used in the utilities sector to establish personnel safety.

Worker Safety provides a safety measure list (Web Only) in which you can define safety measures in the form of documents, permits, task lists, and production resources or tools. These can then be used to create a safety plan in the maintenance order.

By integrating a risk management system such as SAP Risk Management, you can connect the data in your SAP Enterprise Asset Management system (for example technical objects, task lists, documents, and materials) with expertly assessed risks and responses. In this way, maintenance planners have targeted information about potential risks and the appropriate responses during planning.

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