Work Management Workflow

This workflow provides the basic, high-level steps for using this module.

• Manage Scheduled Work in SAP Workflow
  1. In SAP, on a Maintenance Plan, enter a value, or the combination of values, configured to trigger the creation of a Task record.
  2. In the Administration Center, run the Work Management Job.
     One or more Task records are automatically created in APM.

     Note: If the Task records are created from Maintenance Plans that are associated with Equipment or Functional Locations that do not already exist in APM, corresponding Equipment and Functional Location records will be created automatically and linked to the new Task records. These Equipment and Functional Location records will contain values only in key fields as defined in the mappings (for example, Equipment ID, Functional Location Internal ID, CMMS System). You will need to run the Equipment Extraction and Functional Location Adapters to populate the remaining fields.
  3. In APM, create an Inspection record or Calibration Event record.
  4. Link the new record to the Inspection Task or Calibration Task record that you created by running the Work Management Job.
  5. Close the Work Order.
  6. Do one of the following.
     • In APM, update the Confirmation record with any modified information.
     • In SAP, validate the Confirmation.
• Manage Scheduled Work in APM
  1. In APM, create a Task record.
  2. Schedule Work Order creation.
  3. In APM, create an Inspection record or a Calibration Event record.
  4. Close the Work Order.
  5. Do one of the following:
     • In APM, update the Confirmation record.
     • In SAP, validate the Confirmation.