Exploring Steps and Roles Involved

• SAP S/4HANA Asset Management for Resource Scheduling (RSH)

  Separately licensed solution for SAP S/4HANA Asset Management - considering work center utilization and fine tuning of order operations during the planning process.

• Schedule

  Allows to simulate different planning variants. A frozen schedule confirms the planning variant to be executed and allows to monitor the schedule attainment for finally confirmed operations.

While scheduling is a separate step in Corrective Maintenance and the variants of the Phase Model, it is included in the planning step in Emergency Maintenance.

Create Work Load

Work load for maintenance work centers is created either by maintenance orders called from maintenance plans (proactive / preventive maintenance) or by manually created orders (corrective / reactive maintenance etc.).

From a process point of view Resource Scheduling is used during the scheduling phase. If you use the phase model, maintenance orders have already been approved and released when they enter the scheduling phase.

If you do not use the phase model, order approval is optional - but orders have also been released when scheduling starts.

Plan & Schedule

Detailed planning starts with checking work center utilization in app Resource Planning for Maintenance Planners. For operational maintenance the operations of relevant orders will be selected and added to a schedule. Within the schedule start and end dates/times can be refined. After this you can visualize and further adapt order operations with the Maintenance Scheduling Board.

For event-based maintenance you can assign orders to a maintenance event and visualize the maintenance event (Maintenance Schedule for Assets).

You can also assign a person to each operation. This is only possible if you have created business users with a business partner assignment (see next lesson). The assignment of a person to an operation can be changed during the scheduling process.

Review & Finalize

A schedule created by a maintenance planner can be shared with a Reviewer. The reviewer can check the schedule within a separate app and can add comments via the Activity Log. You can have multiple schedules representing different approaches.

Once a schedule has been chosen and the review has been finished, the operations are dispatched - which means that start and end dates/times as well as the performing work centers are confirmed. Dispatching can be canceled - and planning can be adapted.

After dispatching the schedule will be frozen in order to monitor the schedule attainment. Freezing a schedule cannot be canceled. Schedule Freezing must be activated in Customizing first.

Execute & Track

Execution of the planned work starts when the schedule start date has been reached. Via app Manage Schedules it is possible to monitor and track work. Once an operation receives its final confirmation, the system compares the confirmation date with the planned date of the schedule and displays the schedule attainment accordingly.

Scheduler Kathy performs the following tasks:

• Check work center utilization considering all possible order types
• Select orders and their operations and add them to a schedule
• Schedule and refine the newly created schedule(s)
• Assign persons to order operations
• Share schedule(s) with RSH Reviewer
• Dispatch orders once dates and resources have been checked

Planner Samar performs the following tasks:

• Create emergency or planned orders
• Monitor maintenance plans and their call objects
• Plan and release orders
• Review schedules
• Track the attainment of schedules