Planning, Approval and Preparation

The Planning phase begins when a maintenance request is accepted. The accepted maintenance request is now known as a maintenance notification. As a Maintenance Planner, you can now create and plan orders.

When you create an order, the order is in the phase Planning and subphase In Planning (Order). Depending upon the configuration of the order type (Activate Workflow for Order Type), an order needs a cost approval. An order can be released without an approval if the order type is not configured for workflow. If the workflow is configured for the order type, the order goes through the workflow steps for approval. If the workflow is configured for automatic approval, then the order is approved immediately. If workflow is set up for manual approval, it will move to the approver's inbox.

You can submit an order for approval from Manage Maintenance Notifications and Orders app and Change Maintenance Order app.

The submitted order moves to My Inbox app. When an order is submitted for approval, the phase and subphase of the order are Approval and Submitted for Approval (Order) respectively. If the order is approved, then the subphase of the order is Approved (Order). If the order is rejected, then the subphase is Rejected (Order).

You can release the accepted maintenance orders for preparation. You can edit a rejected maintenance order and submit it for approval. It moves to the Approval phase.

Taking these parameters into account, the system ensures that the required stock components are assigned to the maintenance orders with the highest priority and urgency.

To check material availability without clearing and reassigning any committed stock, do not select the Reset Availability Data check box.

If you only select the Reset Availability Data check box, the system sets all committed material quantities to 0. You can use this option to free up material availability by removing all committed stock from a set of maintenance orders.

When you create or change a maintenance order, you can manually determine that committed quantities of individual components should not be cleared and reassigned during a material availability check by selecting the Keep Commitment check box in the material list. In this case, available quantities will only be assigned to the respective maintenance order but cannot be removed by the ATP check.

Once an order is approved for execution and released, it is set to In Preparation and passed to the Preparation phase. In this phase, you as a maintenance planner divide the maintenance effort into manageable groups, level out the workload over several weeks, determine the concrete time period for the requested maintenance work and check the availability of all the resources, spare parts and services needed.

The Manage Maintenance Planning Buckets app aids you in effectively managing the maintenance backlog. Once-off or recurrent planning buckets allow you to organize major maintenance events such as a planned shutdown as well as define weekly maintenance windows for recurrent maintenance work.

You can create maintenance planning buckets and define the planning bucket scope. This scope includes a specific time period, such as a concrete calendar week, and other important attributes, such as the maintenance planning plant or the main work center. Based on this scope, the system groups maintenance orders and associates them with the corresponding planning buckets. If the scheduled start and end dates of an order fulfill the selection criteria of an individual bucket, this order is associated with this particular bucket.

When the maintenance planning buckets have been created and maintenance orders have been associated with particular planning buckets, the Manage Maintenance Backlog app provides a list of all the maintenance orders in a specific planning bucket. Here, you can view important order details, such as the order status, the order priority and the final due date.

Once you are confident that all the required resources will be available on the required dates, you can select individual orders in the Manage Maintenance Backlog app and choose Submit for Scheduling. You can also select the relevant orders in the Find Maintenance Order app and change their status to Ready to Schedule or set this status for an individual order in the Change Maintenance Order app. With this action you pass the corresponding maintenance orders on to the Scheduling phase.