How to Manage a Customized Work Request

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Portal

Work Request Trigger

How to Create, Manage, and Run Reports for a Customized Work Request

This Work Instruction is 42Q's corporate standard.

This document is under revision control. The latest revision is located at Intranet.

Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.

Contact the IT Global Education and Training Department to submit suggested alterations and or updates.

Summary

 

42Q's Work Request Trigger function supports the CMMS application, and provides customization options for manufacturers. Trigger and Customization forms are configured in the system's backend.

This feature allows users to complete the details of a work request directly in the Work Request module. Each Work Request Design is unique to the plant and the Work Requests the plant requires.

Customized Work Request Form: A Use Case

 

Plant ABC experiences many requests for part returns. The plant can set a customized Work Request form so that the Process Engineer can quickly specify which parts must be returned at the same time s/he requests the Work Order.

Work Request Category: Return Parts

Selection Options: PN, Part Name, Sub Inventory, Locator, Qty, Qty UOM

The Customized Work Request form allows Plant ABC's Process Engineer to define the exact type of part that needs to be returned, at the same time s/he requests the work. The system will then assign a corresponding work order according to the predefined approval paths.

To create and complete a customized Work Request, users must move between several portals. Steps are outlined below.

Customized Work Request Form Steps:

 

  1. Define the Work Request Category
  2. Manage the Work Request
  3. Run Work Request Report

Define Work Request Category

 

The Work Request Category module allows users to define the Work Request Category, including WR Category Name, Approval path and Approval groups.

  1. Navigate to: Shop Floor Control > CMMS - Admin.
  2. Select the WR Category ICON.

Figure 1: Work Request Category ICON

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>>>>> <img src="images/How-to0.png" width="" alt="alt_text" title="image_tooltip">

  1. The Work Request Category's main page displays. Users can Add and Edit the work request category.

Figure 2: Work Request Main page

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>>>>> <img src="images/How-to1.png" width="" alt="alt_text" title="image_tooltip">

  1. Click Add to open the Add Work Request Category subpage.
  2. Select the WR Design Name from the drop-down list.

Note: WR Design Names are predefined on the system's backend using the Trigger and Customization forms. Please contact your plant's MES Support Team/DB Team to define the Customization form and trigger at the system's backend.

Example: In the screenshot below, Update Asset Status was previously defined as the WR Design Name; therefore, it is available in the drop-down menu for selection.


Figure 3: Add Work Request Category

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>>>>> <img src="images/How-to2.png" width="" alt="alt_text" title="image_tooltip">

  1. Set the Approval Path , Approval Groups and Description.

Figure 4: Add Work request - An example

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>>>>> <img src="images/How-to3.png" width="" alt="alt_text" title="image_tooltip">

  1. Click Save: a new Work Request Category is successfully created (Our example is : Update Asset Status test).
  2. Select the Work Request.
  3. Click Edit to edit the Work Request. For forward information, please see <a href="https://docs.google.com/document/d/15cmUndZjddlQ73yTlGZgfXWLFPTGCLWMnedGj7C52xs/edit#heading=h.h27djcg46qv3">CMMS - Admin > WR category</a> .

Figure 5: Work Request Created Successfully

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>>>>> <img src="images/How-to4.png" width="" alt="alt_text" title="image_tooltip">

Manage Work Request

 

The Work Request module allows users to create, edit, approve/cancel, and view a Work Request.

  1. Navigate toProduction > CMMS - Work Request. There are four ICON: Work Request, My Requested, My Approvals, My Assigned.

Figure 6: CMMS Work request ICON

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>>>>> <img src="images/How-to5.png" width="" alt="alt_text" title="image_tooltip">

Work Request Report

 

  1. Select the Work Request iconto open the Work Request page.
  2. A complete list of all work requests made by all users will display.

Figure 7: Work Request list

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>>>>> <img src="images/How-to6.png" width="" alt="alt_text" title="image_tooltip">

  1. Users can search the work request by Category, Status, and Created Date.

My Requested

 

  1. Select My Requested ICON, then open the My Requested subpage. Users can Add a new Work Request or Edit their own Work Requests.

Figure 8: My Requested Main Page

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>>>>> <img src="images/How-to7.png" width="" alt="alt_text" title="image_tooltip">

  1. Select Add, then open the Add Work Request sub-page. General Tab displays by default.

Figure 9: Add Work Request Sub-Page

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>>>>> <img src="images/How-to8.png" width="" alt="alt_text" title="image_tooltip">

  1. Select one Category from the Category drop-down list.

Figure 10: Add Work Requested select WR Category

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>>>>> <img src="images/How-to9.png" width="" alt="alt_text" title="image_tooltip">

  1. Once the category is selected, the customization form linked to the WR Category (see CMMS Admin> Work Request Category) will display in a new tab.

Figure 11: Add work Request - customer form tab.

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>>>>> <img src="images/How-to10.png" width="" alt="alt_text" title="image_tooltip">

 

 

  1. Note: Each category has its own unique customization form, that will display on a separate tab (see figure below).

Figure 11a: Add work Request - another category form tab.

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>>>>> <img src="images/How-to11.png" width="" alt="alt_text" title="image_tooltip">

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>>>>> <img src="images/How-to12.png" width="" alt="alt_text" title="image_tooltip">

 

  1. Fill the columns at the general tab and customization tab.
  2. Click Save
  3. The new work request is successfully created and will display on the main list.

Figure 12: Add work Request successfully

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>>>>> <img src="images/How-to13.png" width="" alt="alt_text" title="image_tooltip">

Edit Work Request

 

Note: Users can edit the work request, but can only update the work request in requested status. Once approved, user cannot edit the work request any more.

 

  1. Select the WR, then click Edit to open the Edit Work Request sub-page.

Figure 13: Edit work Request general tab

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  1. Change the Category, Due Date, Status, Description at the general tab.
  2. Then use the Customization Form Tab (e.g. Update Asset Status Test in the figure above) to adjust the values of the associated custom columns.

Figure 14: Edit Work Request Customization Tab

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  1. In the example above (Figure 14) users can select assets utilizing the customized pop-up screen, then change the status To Be Reviewed and select the Reason for the status change (Assets are selected for Scrap - "Scrapped").

My Approvals

 

User can View, Approve, or Reject work requests sent for their approval in the My Approvals module.

  1. Select My Approvals ICON, open the My Approval subpage. Users can approve and reject the Work Request, or view their approval history.

Figure 15: My Approval main page

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>>>>> <img src="images/How-to16.png" width="" alt="alt_text" title="image_tooltip">

  1. Select the hotlink on the WR#, will open the Edit Work Request sub-page.
  2. The work request's details now display at the General tab and theCustomization Form tab.

Figure 16: My Approval Work Request -general tab

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>>>>> <img src="images/How-to17.png" width="" alt="alt_text" title="image_tooltip">

Figure 17: My Approval work request - customization tab

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>>>>> <img src="images/How-to18.png" width="" alt="alt_text" title="image_tooltip">

  1. Change the Approval Status at the general tab.
  2. Select Approved to approve the work request, or Rejected to reject the work request.

Figure 18: Change the Approval Status

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  1. Select Save.
  2. Once all the steps in the Approval path move to Approved status, CMMS application will activate the trigger process (Defined by db team/MES support team at the backend) and change the scrapped asset (Add Asset ID to scrapped at the Work Request- see Figure 14) status toTo be reviewed.

My Assigned

 

  1. Navigate to: Production > CMMS Work Request > My Assigned. Choose the My Assigned icon.
  2. All work requests that have been approved and assigned to the current user are listed in theMy Assigned submodule. From this submodule, users can close a work request or search a work request by Status.

For forward information, please see <a href="https://docs.google.com/document/d/1u9DgT4vXdLUj-MaZR_5ga1WywD2jUUviwkIj3rCW01Y/edit">CMMS -Work Request </a>.

Revision History

 

Date Author Title Version Change Reference Approved By
3/14/19 Helena Wang Technical Writer A1 The first version WI.  
3/14/19 Martha Jordan Technical Writer A1 English Edit. Added Use Cases and suggestions about how to connect to existing Work Instructions (Work Request and CMMS Admin)  
           

 

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