At ATS, we work for different Customers, with different size teams, and different staffing requirements. Some of our sites are huge - with multiple Planners and Supervisors responsible for over 50 technicians at multiple warehouses. Other sites are very small, where the Site Manager may handle the Supervisor, P/S, and Supply Chain roles, and there are only 3-4 Technicians. The more complex the site, the more time for planning that could be available.
Please keep in mind that, ideally, task status and task status reasons should be set automatically in the Planner Portal as you follow the planning and scheduling process.
This document gives you an overview of how those work, as will any of the Work Execution Management documents that can be found in the FMS Operating System documentation.
EFP allows you to use the different Task Status Options that are available to alert your team how far along the Task is in the Planning Process. This process is done through the Planner Portal.
Task Statuses can be further defined with the addition of a Task Status reason.
This document will not include screenshots, as it designed to acquaint you with the process. There are specific documents available in the WIKI that will tell you how to use each of the statuses. It may be beneficial to review *Task Status and Status Reasons when going through this document.
1. The process begins when a Work Order / Task is created by the Customer or ATS Personnel. Task Status = NEW, Work Order Status = Open.
2. P/S determines the requirements for the job. If this is not "break-in" (P1 or P2) work, s/he changes the Status to IN PLANNING.
2.1. Gathers the appropriate information for the job: visits the job site, documents the tools, equipment, duration and services required.
2.2. Enters at least ONE STEP under the Steps tab in the Planner Portal. As a best practice, a Reusable Job Plan (RJP) should be added that contains all the steps, duration, skillset(s) required, parts, etc.
Tasks from MRCT & MOTH Work Orders do not have a duration and only contain one step: The Pre-Task Analysis. Unless they are Break in work (Priority 1 or Priority 2 Reactive), they will automatically be placed into the Planning Wizard section of the Planner Portal. At a minimum, the P/S must add the duration, skillset and duration, and at least one additional step, to make the task available for scheduling. Once the tas
2.3. Identifies Parts and Materials required. (This may be done by the Supply Chain Specialist if applicable.) If the parts are on-site and in stock, s/he places the parts in the designated area. Marks the Task with the Task Status Reason of KITTED.
- If you do not have all the materials in stock, you can use the Task Status Reason of of Waiting on Materials until they arrive.
- Similarly, you could use Waiting on Service if the work cannot be performed until an outside service comes in, or Waiting on Production if you are not able to have the machine until the Customer's Operations will sign over the machine.
2.4. Attaches any needed documentation.
2.5. In the Planner Portal, the final step is for the P/S to process the task and mark it "Ready for Scheduling."
2.6. The next step is for the P/S to get the Task into a rough schedule: What week will this work be done? S/he does this by looking at workload and entering a Planned Start date and the amount of work to be done in the Weekly/Period Capacity.
2.7. Adds the Task Status Reason of Scheduling Complete.
2.8. The Supervisor assigns the Task owner based on the required skillset. If there is no one with that skillset available, it can be assigned to another tech to do. At that point, the Task will be in a READY FOR EXECUTION/Assigned Status.
3. At this point, the Tech does the work. The Technician changes the Status to IN PROGRESS. S/he enters all the required information.
3.1. Task Status Reasons for IN PROGRESS include: Accepted, Arrived, En Route, Carryover, and Rework Required. Depending on the size and customer requirements, you may only use some of these statuses.
4. If the site handles parts for the customer, EFP has a built-in validation. If the part is not in stock, the Task automatically goes to a Status Reason of Waiting on Materials. This happens whether it is a regular part request, a NEW PART request (part # does not exist in the ATS database) or a Services Request entered through the Portal. Once the part has been received by the Supply Chain Specialist, EFP changes the Task Status to In Progress.
4.1. Other HOLD Task Status Reasons include Waiting on Production and Waiting on Services. These two Status Reasons do not have an automatic validation.
If your site does not handle parts for the customer, this validation is skipped. In that case, ATS personnel can manually adjust the status of the task to HOLD and choose the appropriate Task Status Reason.
5. Once all the work has been completed on the Task, the Technician changes the status to Completed.
If there is only one Task to a Work Order, the Work Order will complete as well.
6. The Supervisor reviews the Work Order and Task in the Portal.
7. If the Task is a duplicate or the work does not need to be done, it can be Canceled.
As a best practice, you should always enter a note as to why you are canceling the work order or task.
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