Execution Mode
Introduction
Execution mode allows you to define how maintenance jobs are planned and executed. It is supported across maintenance plans, maintenance rounds, maintenance schedules, and work order lines.
Execution mode information is stored and transferred consistently across maintenance processes.
PREREQUISITES
- Ensure that the feature Dynaway - Execution mode is enabled in System administration > Workspaces > Feature management (see screenshot 01).
Set Up Execution Modes
The Execution mode setup controls which execution modes are suggested when an asset is selected in maintenance processes.
To define an execution mode:
- Go to Asset management > Setup > Asset types > Execution modes (see screenshot 01).
- On the Execution modes page (see screenshot 02), click New to add a new execution mode.
- In the Execution mode field, enter an identifier for the mode.
- In the Description field, enter a relevant description for the execution mode.
- Save the details.
- After defining the execution mode, to link the execution mode to asset types, go to Asset management > Setup > Asset types > Asset types (see screenshot 03).
- On the Asset types page, select the asset type for which you would like to set the execution mode.
- On the selected Asset type page, scroll to the Execution modes FastTab, add the relevant execution modes, and save the details.
- The selected asset type is now linked to the defined execution mode.
Based on the configured execution modes, execution modes will be available to select and use in different forms such as:
- Create work order dialog (see screenshot 04)
- Work order details form (see screenshot 05)
- Work order maintenance jobs list forms (see screenshot 06)
- Work order schedule list forms (see screenshot 07)
- Maintenance rounds setup form (see screenshot 08)
- Maintenance plans setup form (see screenshot 09)
- Maintenance schedule form (see screenshot 10)
- Create related work order dialog
- Create work order in maintenance request form (single selection)
- Add to work order in maintenance request form
- Checklist action form
- Checklist review form > Create work order dialog
- Create work order dialog > Projects form
- Create work order dialog > STO (Note that STO is governed by a different license)
- Tool crib > Return handout and return > Failed > Create work order dialog
- When the Transfer assets functionality is used, you can map the Execution mode in AM parameters. When the mapping is not defined, there will be an attempt to copy execution mode from the source record.
- For linked job types, Execution mode is copied from the parent maintenance job, if it exists.
Using the Execution Mode
Execution Mode When Creating/Updating a Work Order Job
When creating or updating maintenance work such as work orders (see screenshot 01 for a sample of Execution mode displayed when creating a work order), work order maintenance jobs, related work orders, or work orders created from maintenance requests, select an Execution mode in the corresponding form.
Scenario 1: When Execution mode is linked to an Asset type
In the forms, when you select an asset:
- The system looks at the asset’s Asset type.
- It checks if any execution modes are linked to that asset type in the setup.
- It filters and displays only those Execution modes that are linked to the asset type.
Scenario 2: When Execution mode is not linked to an Asset type
In the forms, when you select an asset:
- The system looks at the asset’s Asset type.
- It checks if any execution modes are linked to that asset type in the setup. If no execution modes are linked to that asset type:
- All execution modes are shown.
- You can select any execution mode.
- But if it is not linked to the asset type, you will get a warning message (the system does not stop you from adding the Execution mode, it only displays a warning).
Scenario 3: Maintenance Plans setup form (special behavior)
On the Maintenance plans setup form, Asset type filtering does not apply. This is because a maintenance plan can include several different asset types.
Here, when you select Execution mode:
- All execution modes are always visible.
- No filtering will be applied based on asset type.
Scenario 4: Maintenance Schedule form (special behavior)
On the Maintenance schedule form, the Execution mode field is auto-populated, and this information is picked from either the Maintenance plans form or the Maintenance rounds form.
So, here Execution mode:
- Is a read-only field.
- Cannot be edited in the Maintenance schedule form.
Scenario 5: When you set an Execution mode in Maintenance plans or Maintenance rounds
- Create a maintenance plan or maintenance round and set an Execution mode.
- Run the job Schedule maintenance plans or Schedule maintenance rounds. These jobs create Maintenance schedule lines. The Execution mode from the maintenance plan or maintenance round is copied to the generated Maintenance schedule lines. By default, no Work orders are created unless the job is configured to create them automatically.
- If the job does not create Work orders, go to the Maintenance schedule lines page and create the Work orders manually from the relevant schedule lines.
- Work orders created from Maintenance schedule lines, whether automatically during the scheduling job or manually from the Maintenance schedules page, inherit the same Execution mode on the Work order maintenance jobs that was assigned to the corresponding Maintenance schedule lines.
Scenario 6: When a Maintenance schedule has an Execution mode defined, and you create a work order from that schedule
In cases where a Maintenance schedule already has an Execution mode defined, and you create a Work order from that schedule, the Execution mode is copied to the corresponding Work order maintenance jobs.
- Create a maintenance plan or maintenance round and set an Execution mode.
- When you run the scheduling process to create a Maintenance schedule from the maintenance plan or maintenance round, the Execution mode is copied to the Maintenance schedule.
- This is further passed on from the Maintenance schedule to the Work order maintenance jobs when the Work order is created.
