Setup

Setup required for working with planners on requests and work orders

Introduction

In standard Asset management, you can set up responsible workers to be selected on work orders and requests to be responsible for the jobs being done correctly on work orders.

We've created a similar setup for planners, meaning you can set up workers as maintenance planners. Based on the setup, planners or planner groups are added to requests and work orders.

Prerequisites

You have completed standard setup for Asset management in D365FO.

Audience
Sysadmin, Maintenance Manager

License configuration

The Planners on requests and work orders functionality in Asset management is included in the Advanced Asset Management license.

  1. Select System administration > Setup > License configuration.
  2. Ensure that the Advanced Asset Management check box is selected.

Security configuration

Data entities for planning on requests and work orders have been extended in the D365FO Data management framework.

In D365FO, the Maintenance manager role must include the following setup.

  1. Select System administration > Security > Security configuration.
  2. Select role: Maintenance manager.
  3. Select duty: Maintain maintenance planners.
  4. The privilege Maintain maintenance planners must be added.

In D365FO, the Maintenance clerk role must include the following setup.

  1. Select System administration > Security > Security configuration.
  2. Select role: Maintenance clerk.
  3. Select duty: View maintenance planners.
  4. The privilege View maintenance planners must be added.

Refer to Microsoft documentation to learn more about security configuration in D365FO: Security architecture.

Set up maintenance planners

The setup of planners determines which workers or worker groups are automatically selected as planners on a request or a work order.

You can create a general setup for planner workers, which will be used if no other setup combination matches the content of the request or work order. That setup line should only contain a selection of a worker group or a specific worker, as shown in the first setup line in the screenshot below.

For a more specific setup, planner workers or groups can be related to

  • asset type
  • asset
  • functional location
  • maintenance job type category
  • maintenance job type
  • maintenance job type variant
  • trade

in the Maintenance planners setup.

For each planner setup line, you can select one or more of the instances available, depending on how general or specific you want the planner worker setup to be. When you create a maintenance request or a work order, the planner or planner group selected is determined by the combination of instances included in the Maintenance planner setup.

For reference, the setup for planner workers and planner worker groups is similar to the setup described in Microsoft documentation regarding Responsible maintenance workers in Asset management.

The screenshot below shows examples of maintenance planner setup.

Example 1: In the screenshot, the setup line with asset type "Forklift" means that if you create requests or work orders for assets using that asset type, worker Pierre Hezi is automatically selected as planned worker on those requests or work orders.

Example 2: In the screenshot, the setup for functional locations means that worker Ted Howard is automatically selected if you create requests or work orders for assets installed in functional locations PP-02-02 or PP-02-03. However, if a request or work order is created for functional location PP-02-03, and the maintenance job type "Lubrication" is selected on that record, worker Bill Malone is automatically added as planned worker.

When the system checks for possible combinations to select a planned worker group or worker, it goes through all variations, starting with the most specific setup and moving towards more generic setup options.

Refer to the test case below for step-by-step instructions on how to set up a maintenance planner.

Maintenance planners setup with different setup combinations for different planners
Maintenance planners setup with different setup combinations for different planners

Setting up a maintenance planner

Data Requirements

  1. Standard setup for D365FO Asset management is completed.
  2. License configuration "Advanced Asset Management" is selected in D365FO.
  3. Required security configuration is set up for the Maintenance Manager in D365FO.

Steps 5

  1. Select Asset management > Setup > Workers > Maintenance planners.

  2. Select New.

  3. Make a selection in the Planned maintenance worker group field or the Planned worker field.

  4. Depending on how specific you want the setup to be for the group or worker you selected in the previous step, select data in one or more fields on the setup line: Asset type - Asset - Functional location - Maintenance job type category - Maintenance job type - Maintenance job type variant - Trade.

  5. Select Save.

Expected

The user can create a maintenance planner setup for a worker group or a worker.

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