How to Manage a Customized Work Request

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

 

Customized Work Request Summary

42Q’s Work Request customization function supports the CMMS application. The feature provides an additional layer of visibility and control for work requests that involve sensitive (compliant) and/or costly materials. Once the Work Request is approved and closed, the system automatically triggers the corresponding action(s) in the CMMS application, thereby saving time and money for busy plants, and providing an extra layer of control for regulated industries governed by compliance standards.

 

Design

Each Work Request Design is unique to the individual plant, providing a flexible solution to asset-related status changes and updates. Customization forms are configured in the system’s backend by database administrators. To add a customized work request to your CMMS application, see Compile Attribute Data for Development Team.  

 

Standard WR vs. Customized WR

The standard CMMS Work Request user interface differs slightly from the customized version. A comparison follows.

 

Standard Work Request	Customized Work Request
WR Design Name field  remains empty in CMMS Admin > Work Request Category.	A list of WR Design Names are available in the drop-down menu in CMMS Admin > Work Request Category.
When adding a new work request, only the General Tab is available.	When adding a new work request, a second customized tab is available with additional information for selection. Here, the plant can define which fields require approval and/or additional control.
After the standard work request is approved and completed, the supervisor and the assignee must then perform the tasks outlined in the work request.	After the customized work request is approved and closed, the CMMS API system processes the work request to reflect values defined in the customized tab of the Work Request module. The supervisor and assignee do not to perform any additional actions.

 

 

 

 

 

 

 

 

 

 

 

 

 

Overview

1. This document describes four existing customized work designs. Plants may copy the work design that best supports their business goals, modify an existing design, or create a new customized design.
2. The process of creating a customized work request requires movement between several modules. Steps to configure and manage a customized work request are outlined in Customized Work Request Steps according to the design example described in Customized WR Design 1.

 

Business Use Case

Plant A builds optical devices; it must adhere to strict pharmaceutical guidelines as outlined by GAMP5. Additionally, the assets used to build Plant A’s optical devices are highly sensitive and require expensive replacement parts. There is little room for error at Plant A. Plant A uses four different customized WR designs to control and track asset activity.

 

Customized WR Design 1: Asset Transfer between Departments

GAMP medical compliance rules require plants to track the physical location of all assets on the factory floor. A customized work request demands that any asset movement between departments must receive supervisory approval.

 

1. Navigate to Production > CMMS Work Request > My Requested.

 

Figure 1: Navigation Path My Requested 1

 

2. Select the Add icon.
3. Select Asset Transfer Category from the drop-down menu.

 

Figure 2: Select Asset Transfer Category

 

4. Fill in all the fields in the General tab.

 

Figure 3: Complete General Tab Fields

 

5. Select the correct information from the drop-down lists.

 

Figure 4: Specify Asset Transfer Data

 

6. Click the Add icon.
7. Select the Asset ID to transfer to another location.

 

Figure 5: Select Asset to Transfer

 

8. The supervisor approves the Work Request.

 

Figure 6: Approve the Work Request

 

9. Once the assigned person closes the work request, the asset status will be updated and the new location will be reflected in the database.

 

Figure 7: Location Updated by System

 

 

Customized WR Design 2: Update Asset Status

According to GAMP guidelines, plants building optical devices are required to control and track asset status at all times. A customized work request helps Plant A manage asset status by setting two different controls in place:

 

• Asset status changes require approval by the assigned supervisor
• Once approved and closed, the system automatically updates the asset status according to data defined in the customized work request.

 

1. Navigate to: Production > CMMS Work Request > My Requested.

 

Figure 8: Navigation Path 2

 

2. Click the Add icon and select Update Asset Status  in the Category drop-down list.

 

Figure 9: Add Work Request General Tab

 

3. Fill out all the necessary data in the General tab.

 

Figure 10: Add Work Request Customized Tab

 

4. Click the second tab - Update Asset Status - and complete the fields. This new value will be updated in the database after the Work Request is approved.

 

Figure 11: Customized Tab Update Asset Status

 

5. Click the Add icon and select the asset that requires a status update.

 

Figure 12: Select Asset from Pop-up Window

 

6. The supervisor approves the Work Request.

 

Figure 13: Approve Work Request

 

7. The asset status will be automatically updated after the assigned person closes the work request.

 

Figure 14: Move Asset Status to Closed

 

 

Customized WR Design 3: Issue Spare Parts

Spare parts for Plant A’s assets are extremely valuable. Plant A can utilize a customized work request to restrict permissions so that only the warehouse supervisor can issue parts to the shop floor.

 

1. Navigate to Production > CMMS Work Request > My Requested.

Figure 15: CMMS Work Request Navigation Path 3

 

2. Click the Add icon and select Issue Parts in the Category drop-down list.

Figure 16: Select Issue Parts Category from Drop-down

 

3. Fill out all the necessary data in the General tab.

 

Figure 17: Complete Fields in General Tab

 

Note: These parts might be spare parts for a high value tool, the tool itself, or any part identified for special approval. Once their supervisor or warehouse administrator approves the WR, the warehouse will issue the parts or high value tool to production and change the WR status to close, then the system will update the parts quantity record automatically.

 

 

 

 

4. Select the Receiving Department, and Reason from the drop-down menus (see Figure, below).
5. Enter the Description in the text box.
6. Click the Add icon to identify the parts which need to be issued.

 

Figure 18: Complete Issue Parts Tab

 

 

7. The supervisor approves the Work Request.

 

Figure 19: Approve the Work Request

 

 

8. The warehouse operator can issue the parts or high value tool to production.

 

Figure 20: Select Parts to be Issued to Production

 

 

Customized WR Design 4: Return Old (Spare) Parts

By setting a customized WR, Plant A relies on the system to automatically record (and track) the quantity of parts returned, and their exact location, leaving less room for human error.

1. Navigate to Production > CMMS Work Request > My Requested.

 

Figure 21: Navigation Path: My Requested 4

 

2. Click the Add icon and select Return Old Parts in the Category drop-down list.

 

Figure 22: Select Return Old Parts Category

 

3. Fill out all the necessary data in the General tab.

 

Figure 23: Complete General Tab Fields

 

4. Select the Received Date, and Department from the drop-down menus.
5. Enter the Description in the text box.
6. Click the Add icon to identify the spare part or high value tool that need to be returned to the warehouse.

 

Figure 24: Identify Parts for Return

 

7. The supervisor approves the Work Request.

 

Figure 25: Approve the Work Request

 

8. The warehouse operator returns the spare part or high value tool to the warehouse.

 

Figure 26: Return Spare Parts

Customized Work Request Steps:

To create, approve, and complete a customized Work Request, users must move between several CMMS modules. The steps to create and complete a customized work request are outlined below.  

 

1. Define the Customized Work Request Category
2. Compile Attribute Data for Development Team
3. Manage the Customized Work Request
4. Approve the Customized Work Request
5. Close the Customized Work Request

 

1. Define the Customized 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. See also: CMMs Work Request.

1. Navigate to: Shop Floor Control > CMMS - Admin.
2. Select the WR Category ICON.
3. See also: CMMS Admin > Work Request Category.

 

Figure 1: Navigation Path to Configure Work Request Category

 

4. The Work Request Category's main page displays. 

 

Figure 28: Work Request Category Main Page

 

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

 

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

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. 

Note: Update Asset Status fields correspond to Customized WR Design 2.

 

 

Figure 29: Select Update Asset Status WR Category as the WR Design Name

 

7. Set the Approval Path , Approval Groups and Description. Refer to the example in the figure below to set approvals.
8. You can read more about WR Category approvals here.

 

Figure 30: Add Work Request Approvals for Category - An Example

 

9. Click Save: a new Work Request Category is successfully created (Our example is : Update Asset Status test).
10. Select the Work Request.
11. Click Edit to edit the Customized Work Request Category. For additional information, please see CMMS - Admin > WR category .

 

Figure 31: Customized Work Request Category Created Successfully

 

 

 

 

 

 

2. Compile Attribute Data for Development Team

In order for the Customized Form to be available, administrators will need to provide a list of desired attributes to the 42Q development team. Developers will then work with local support teams to add requested attribute data to the system database.

 

1. Compile the list of attributes to display in the customized work request.
2. Share attributes with the plant’s development team.
3. The following table shows the list of attributes for the customized work request Update Asset Status, described in Customized WR Design 2: Update Asset Status.

 

List of Attributes for Update Asset Status

WR Design Name: Update Asset Status
CMMS Asset	Add/Delete Asset
Requester	Asset ID
Requester Email	Asset Name
Department	Model#
Company Name	Original Status
Reason
Tracking #
New Status
Description

 

 

3. Manage the Customized Work Request

 

Move to the Work Request module to manage the new customized Work Request.

1. Navigate to Production > CMMS - Work Request.

 

Figure 32: CMMS Work Request Main Page

 

 

 

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

 

Figure 33: My Requested Icon

 

Open the My Requested submodule

 

Figure 34: My Requested Main Page

 

4. Click Add.
5. The General Tab displays by default.

 

Figure 35: Add Work Request General Tab

 

6. Select the customized Work Request category (previously added in CMMs Admin > WR Design Name) from the Category drop-down list.

 

Figure 36: Select WR Category General Tab

 

Customized Tabs

 

Once the category is selected, the customized attributes linked to the WR Category will display in a new tab. (see figure below).

Note: Customized features are added by MES Support/MES DB teams. If no customization form has been added, only the General Tab is available.

 

Figure 37: Add Work Request - Customized Form Tab.

 

 

Customized Work Request Example B

The following figures show another example of a customized Work Request Category and its corresponding Customized fields. This example is described in detail in Work Request Design 4.

 

1. Complete the columns in the General Tab using the drop-down lists.

 

Figure 38: Add a Work Request - another Category Example

 

 

Once this customized work request is approved and marked complete by the approved user, Helena Wang (see Figure 38, above), 42Q will automatically return the spare part(s) according to the parameters specified: SubInventory, Locator, Quantity, and Part Number/Name (Figure 38a). The Receive Date is automatically recorded in the asset’s history, providing ultimate control and traceability for Plant A’s audit records.

 

2. Complete the columns in the Customized Tab (e.g. Return Old Parts in the form illustrated below) using the drop-down lists.
3. Click Save.

 

Figure 38a: Work Request Customized Form Tab

 

 

4. The new customized Work Request is successfully created and now displays on the main list.

 

Figure 39: Customized Work Request Successfully Added

 

 

Edit a Customized Work Request

 

1. Users may modify any of the fields with the Edit icon. Note: Work Requests in Approved or Cancelled status cannot be edited.
2. Select the WR, then click Edit to open the Edit Work Request sub-page.
3. Change the Category, Due Date, Status, or Description in the General tab.

 

Figure 40: Edit Work Request- General tab

 

 

4. Then use the Customization Form Tab (e.g. Update Asset Status Test -Figure 40, above) to adjust the values of the associated custom columns.

 

Figure 40a: Edit Work Request Customization Tab - Add Asset Form

 

 

5. In the example above (Figure 40a), the user completed the following steps:

• Selected the asset utilizing the customized pop-up screen.
• Changed the status To Be Reviewed in the New Status field.
• Selected the Reason for the status change (e.g. Assets are moved to Scrap - “Scrapped”).

4. Approve the Customized Work Request

 

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

 

Note: Both Tabs require approval before the customized Work Request is complete.

 

Figure 41: My Approval main page

 

3. Select the hotlink on the WR#, will open the Edit Work Request sub-page.
4. The work request's details now display at the General tab and the Customization Form tab. (e.g. Update Asset Status test).

 

Figure 42: My Approval - Edit Work Request - General Tab

 

 

Figure 43: My Approval - Work Request - Customization Tab

 

5. Change the Approval Status at the General tab.
6. Select Approved to approve the work request, or Rejected to reject the work request.

 

Figure 44: Change the Approval Status

 

7. Select Save.

 

 

 

5. Close the Customized Work Request

 

Changing the Work Request status to Closed is the final step in a customized Work Request. Once a customized Work Request is Approved and Closed, the system will automatically update the data according to values selected in the customized Work Request form.

 

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 the My Assigned submodule. From this submodule, users can close a work request or search a work request by Status.
3. To close a work request, select one work request, then click the Edit icon.
4. Change the Status to Closed using the drop down menu in the Status line at Edit WO screen .
5. Choose Save to close the work request
6. Once the Work Request moves to Close status, the CMMS application will trigger the system to change the scrapped asset (Asset ID: EB3702 in our example) status and return the parts to the defined locations. CMMS Spare Parts will automatically adjust the inventory count.

 

Figure 45: My Assigned-Close Work Request

RTENOTITLE

 

For forward information, please see CMMS -Work Request .

 

Compare with Standard Work Request

 

This section describes how to update a high value Asset’s status using a Standard Work Request as compared to a Customized Work Request. Read this section to further understand the difference between a standard work request and a customized work request.

We will use Asset ID: EB3702 as an example to describe the steps. EB3702 is a high value asset used in Plant A and requires a manager or supervisor to approve any status updates for this asset.

 

1. Create one Standard WR Category: Standard Update Asset Status in CMMS-Admin > WR Category.
2. Fill the Category field.
3. Assign the Approval Path.
4. Select the Assigned Group(s).
5. Because this is a standard Work Request, the WR Design Name is null.

 

Figure 46: Standard WR Category

 

 

6. Create a Standard Work Request with the Standard WR category: go to CMMS-Work Request > My Requested.
7. Select the newly created Category (Standard Update Asset status).
8. Fill the Due Date, and Description. See figure below. Note that only one General tab is available for the Work Request.

 

 

Figure 47: Standard Work Request

 

9. Go to My Approvals submodule to approve the Work Request.
10. Go to My Assigned submodule to close the Work Request and complete the approval process.
11. Unlike the corresponding customized work request, once this standard Work Request is finalized (approved and closed), the asset ID : EB3702 status will not be automatically changed to To Be Reviewed. The user must complete the following additional steps:

• Return to CMMS Asset  > Asset.
• Search the Asset ID.
• Update the Status in the Edit Asset sub-page (see image below).

 

Figure 48: Update the Asset status manually

 

 

 

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)
4/11/19	Martha Jordan	Technical Writer	A1	Transferred all updates from SOP to Wiki page. Added hotlinks.	Simon Zhou