Work Orders by Priorities Report

Create reports to get an overview of overdue Work Orders and Round Orders

Introduction

You can generate reports to analyze on-time and overdue Work Orders and Round Orders, based on planning date and Work Order Priorities setup.

Prerequisite

You have created Work Order Priorities.

Audience
Maintenance Manager

Overview

Work Order Priorities are selected on Work Order Plans and Round Plans and transferred to Work Orders and Round Orders. A Work Order Priority defines the importance of the Work Order or Round Order relative to other Work Orders or Round Orders, for example, 'High', 'Medium', or 'Low'.

You can set up thresholds on Work Order Priorities, which are used to generate reports for Work Orders / Round Orders and Posted Work Orders / Posted Round Orders.

Use the reports to analyze which Work Orders and Round Orders are on time or overdue. The calculation is based on the Planning Date of your Work Orders and Round Orders and the Work Orders Priorities Threshold setup.

The setup and use of Work Orders by Priority Reports include

  1. Set up Work Orders Priority Thresholds
  2. Add threshold setup to Work Orders Priorities
  3. Create Reports to get an overview of on-time and overdue Work Orders and Round Orders, calculated from the threshold setup. Available reports:
    1. Work Orders by Priority (including Round Orders)
    2. Posted Work Orders by Priority (including Posted Round Orders)

The screenshot below shows a graphic overview of a Work Order Priorities Threshold setup. The colors are shown in the reports you generate to quickly give an overview during data analysis of what requires your attention.

Work Order Priorities Threshold Matrix

Set Up Work Order Priorities Thresholds

Use Work Order Priorities Thresholds to define day ranges to be used for determining 'on time' or 'overdue' in Work Orders by Priority reports.

The screenshot below shows an example of a threshold setup.

Refer to the test case below for step-by-step instructions on how to set up Work Order Priorities Thresholds.

When you have set up thresholds, next step is to add the thresholds to Work Order Priorities.

Work Order Priority Threshold setup

Setting Up Work Order Priorities Thresholds

Data Requirements

  1. The Role Center is open.

Steps 7

  1. On your role center, select Work Orders Setup > Priorities Threshold, or search for and select Work Order Priority Thresholds.

  2. Select New in the ribbon.

  3. Enter a Code.

  4. Enter a Description.

  5. In the Threshold Order field, enter a sequential number for the record in the list.

  6. In the Minimum No. of Days field, enter the lowest number of days in the date range.

  7. In the Maximum No. of Days field, enter the maximum number of days in the date range.

Expected

The user can create Work Order Priorities Thresholds.

Add Threshold Setup to Work Order Priorities

When you have created the thresholds required for your report setup, next step is to add threshold setup to your Work Order Priorities.

Refer to the article Work Order Priorities and steps 6-9 in the related test case Creating a Work Order Priority.

The screenshot below shows an example of a threshold setup on the Work Order Priority "High".

Threshold setup on Work Order Priority "High"

Create Work Orders by Priorities Report

When setup of Work Order Priorities Thresholds is completed, you can generate reports for analyzing 'on-time' and 'overdue' on

  • Work Orders
  • Round Orders
  • Posted Work Orders
  • Posted Round Orders

On a Work Order or Round Order, 'overdue' is measured comparing the Planned Date to the current date when you're creating the report.

On a Posted Work Order or Posted Round Order, 'overdue' is calculated comparing the Planned Date to the Posting Date on the Posted Work Order or Posted Round Order.

To generate a report

  1. Search for "work order by prio" on your role center, and select Work Orders by Priority to create a report analyzing Work Orders and Round Orders (or select Posted Work Orders by Priority to create a report analyzing posted Work Orders and Round Orders).
  2. On the Work Orders by Priority / Posted Work Orders by Priority card > Filters FastTab, you can filter your report to be more specific by making selections in one or more filters.
  3. On the Priorities FastTab, the results for each Work Orders Priority are shown.
  4. Select a color link (green, yellow, or red) in one of the day range fields to open the View - Work Orders list, showing a list of the Work Orders/Round Orders matching the selected setup.
  5. From the View - Work Orders / View - Posted Work Orders list, you can open detail cards, for example, Work Order, Work Order Plan, and Asset cards.

Use the filters to show more detailed data. You can get a good overview, for example, to see if a specific resource is overloaded, or if Work Orders of a certain work type are overdue, compared to your maintenance planning.

When you add and remove filters on a report, remember to select the Refresh button every time you make changes, to ensure that you update the screen.

In the screenshot below, you see an example of a Work Orders by Priority report. The report is filtered to show results for a specific location and resource.

Work Orders by Priorities Report
Copyright Dynaway A/S