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04. service_execution

The document outlines the service execution process in Teamcenter 13.0, detailing how to develop service plans, define service requirements, and manage work orders. It includes instructions for creating service plans and partitions, scheduling service work, and executing maintenance tasks. Additionally, it covers evaluating service work and managing resources and qualifications necessary for service execution.

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04. service_execution

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Teamcenter 13.

Service Execution
PLM00174 - 13.0
Contents

Service execution process 5

Developing your service plan

Defining the service plan ──────────────────────────────── 1-1
Setting up and managing service plans ─────────────────────────── 1-1
What is a service plan? ───────────────────────────────────── 1-1
Create a service plan ────────────────────────────────────── 1-2
What is a service partition? ────────────────────────────────── 1-4
Create a service partition ──────────────────────────────────── 1-5
Defining service requirements ───────────────────────────── 1-6
Setting up and managing service requirements ────────────────────── 1-6
What is a service requirement? ──────────────────────────────── 1-7
Create a service requirement ───────────────────────────────── 1-9
Assigning impacted part occurrences to a service requirement ──────────── 1-11
Assign an impacted part occurrence to a service requirement ───────────── 1-11
What is a service requirement frequency? ───────────────────────── 1-12
Create a service frequency ────────────────────────────────── 1-14
Creating relations between two service requirements ───────────────── 1-19
Define a requires relation ─────────────────────────────────── 1-20
Define a satisfies relation ─────────────────────────────────── 1-20
What is a fault code? ───────────────────────────────────── 1-21
Create a fault code ─────────────────────────────────────── 1-21
Relate a neutral part to a fault code ──────────────────────────── 1-22
Define a service requirement to resolve a fault code ────────────────── 1-22
What is a required skill? ──────────────────────────────────── 1-22
Create a skill ────────────────────────────────────────── 1-23
Assign a skill to other service requirements ──────────────────────── 1-24
Defining part applicability ────────────────────────────────── 1-24
Define part applicability ─────────────────────────────────── 1-25
Defining work cards for your plan ────────────────────────── 1-28
Setting up and managing work cards ──────────────────────────── 1-28
What is a work card? ────────────────────────────────────── 1-29
Create a work card ─────────────────────────────────────── 1-30
Sequencing work cards ──────────────────────────────────── 1-32
Sequence work cards ───────────────────────────────────── 1-32
Assigning qualifications and resources ─────────────────────── 1-33
Assign qualifications to a work card ──────────────────────────── 1-33
Types of resources you can assign to a work card ──────────────────── 1-33
Creating required skills ──────────────────────────────────── 1-34
Create a skill ────────────────────────────────────────── 1-35
Defining part movements for work cards ───────────────────────── 1-36
Define a part movement for a work card ────────────────────────── 1-38
Defining expendable materials for work cards ────────────────────── 1-41
Define expendable material for a work card ──────────────────────── 1-42

Service Execution, Teamcenter 13.0 PLM00174 13.0 2

Define tools for a work card ───────────────────────────────── 1-43

Defining tools for work cards ──────────────────────────────── 1-43
Defining work zones ─────────────────────────────────── 1-44
What is a work zone? ───────────────────────────────────── 1-44
Introduction to occurrence groups ───────────────────────────── 1-44
Create an occurrence group ───────────────────────────────── 1-44
Creating supporting information ─────────────────────────── 1-45
Defining data to collect ───────────────────────────────── 1-46
What is a characteristic definition? ───────────────────────────── 1-46
Create a life characteristic ────────────────────────────────── 1-46
Create a date characteristic ───────────────────────────────── 1-47
Create an observation characteristic ──────────────────────────── 1-48
Create a derived characteristic ──────────────────────────────── 1-49

Generating your service schedule

Creating a service schedule automatically ────────────────────── 2-1
Create a service schedule based on service discrepancies ──────────── 2-1
Create a service schedule based on requirements in a service plan ────── 2-2
Create a maintenance action to fix a discrepancy ───────────────── 2-3
Create a service schedule based on maintenance actions ──────────── 2-4

Preparing the service work

Defining the scheduled service work ───────────────────────── 3-1
Creating work orders and assigning participants ───────────────── 3-2
What is a work order? ────────────────────────────────────── 3-2
Create a work order ─────────────────────────────────────── 3-4
Assigning participants to a work order ─────────────────────────── 3-15
Assign participants to a work order ───────────────────────────── 3-15
Creating job cards and job tasks ─────────────────────────── 3-16
What is a job card? ─────────────────────────────────────── 3-16
Create a job card ──────────────────────────────────────── 3-18
What is a job task? ─────────────────────────────────────── 3-22
Create a job task using the wizard ───────────────────────────── 3-23
Create a job task using the task box ──────────────────────────── 3-26
Defining needed characteristics ─────────────────────────── 3-27
What is a characteristic definition? ───────────────────────────── 3-27
Define characteristics for a job card or job task ────────────────────── 3-28
Creating a derived characteristic ────────────────────────────── 3-30
Create a derived characteristic ──────────────────────────────── 3-30
Assign existing characteristics to a job card or job task ───────────────── 3-32
Defining resources ──────────────────────────────────── 3-33
Defining qualifications ──────────────────────────────────── 3-33
Create qualifications ────────────────────────────────────── 3-34
Assign qualifications to users ──────────────────────────────── 3-34
Designate discipline ────────────────────────────────────── 3-35
Require a task be performed by someone with specified qualifications ─────── 3-35
Optimizing job cards ─────────────────────────────────── 3-36

Service Execution, Teamcenter 13.0 PLM00174 13.0 3

© 2020 Siemens
Sequencing job cards ───────────────────────────────────── 3-36
Sequence job tasks ────────────────────────────────────── 3-36
Create supporting information ──────────────────────────── 3-37

Approving the work order and scheduling the work

Approving and implementing the scheduled service work ─────────── 4-1
Approving the work orders ─────────────────────────────── 4-2
Implementing tasks using workflows ───────────────────────── 4-3
Add workflow task notifications for a task ────────────────────── 4-3
Initiate a workflow ──────────────────────────────────── 4-4
Assign a resource to a task ─────────────────────────────── 4-5

Executing the service work

Request and issue parts ───────────────────────────────── 5-1
What is a part request? ───────────────────────────────────── 5-1
Create a part request ────────────────────────────────────── 5-4
Validate a part request ───────────────────────────────────── 5-7
Issuing and returning parts ────────────────────────────────── 5-9
Issue parts ──────────────────────────────────────────── 5-10
Beginning your service work ───────────────────────────── 5-12
Recording part removal and installation ────────────────────── 5-13
What is part movement? ─────────────────────────────────── 5-13
Create part movement – uninstall ───────────────────────────── 5-14
Create part movement – install or replace ───────────────────────── 5-17
Creating discrepancies ───────────────────────────────── 5-20
What are discrepancies? ─────────────────────────────────── 5-20
Create a reported discrepancy ──────────────────────────────── 5-21
Create a corrective action from a selected discrepancy ───────────────── 5-24
Create a corrective action from a selected work order, job card, or job task ───── 5-25
Reassign job card or job task to another user ─────────────────── 5-27
Return parts ──────────────────────────────────────── 5-27
Complete a maintenance action ─────────────────────────── 5-28
Sign off using a PKI digital signature ──────────────────────── 5-29

Evaluating the service work

Viewing schedule summaries ────────────────────────────── 6-1
Viewing the utilization ────────────────────────────────── 6-2
Displaying status ────────────────────────────────────── 6-3
View the activity summary for a work order ──────────────────────── 6-3
View the activity information for a job card ───────────────────────── 6-3
View the activity information for a job task ───────────────────────── 6-3
Review closed maintenance actions ───────────────────────── 6-4
Reviewing and approving a completed maintenance action ────────── 6-4

4 PLM00174 13.0 Service Execution, Teamcenter 13.0

© 2020 Siemens
Service execution process
Service execution is the step in the Service Lifecycle Management (SLM) process that follows the
planning and scheduling of service work. The basis for service work is the work order, and there are two
ways in Teamcenter you can create one:

• Automatically
The maintenance planner must first define the service plan in Service Planner. The maintenance
scheduler generates a service schedule in Service Scheduler by selecting the appropriate
requirements from the service plan, to generate the job cards and job task in the work order. Once the
work order is approved, the maintenance scheduler starts the schedule and assigns the service
technician to begin the maintenance work.

Service Execution, Teamcenter 13.0 PLM00174 13.0 5

6 PLM00174 13.0 Service Execution, Teamcenter 13.0

© 2020 Siemens
• Manually
The maintenance scheduler manually creates the work order in Service Scheduler without the need
for a service plan. Once the work order is created, the scheduler creates the associated job cards, job
tasks, and characteristics, as well as defines the resources. Similarly to the automatically generated
work order, once the work order is approved, the maintenance scheduler starts the schedule and
assigns the service technician to begin the maintenance work.

The service technician then executes the service work using either Service Work Instructions (Service
Work Instructions) on Active Workspace or the rich client where the information needed to complete the
work is located. The service technician records the service data, such as characteristics found, parts
removed and installed, and discrepancies noted.

The maintenance scheduler can evaluate the work performed by the service technician and closes the
maintenance action.

Service Execution, Teamcenter 13.0 PLM00174 13.0 7

© 2020 Siemens
8 PLM00174 13.0 Service Execution, Teamcenter 13.0
© 2020 Siemens
1. Developing your service plan
Defining the service plan

Setting up and managing service plans

As a service planner, you create and manage the service plans related to the neutral parts.

Service plans contain information such as the service requirements, frequency of service, and service
activities that contain information about:

• The service to be performed.

• When the service should be performed.

• How the service should be performed.

• The resources that are required to perform the service.

You create service partitions to group together service requirements within a service plan.

What is a service plan?

A service plan is related to a neutral part and is the high-level container for the service partitions that
group together service requirements. A root partition is automatically created when you create the
service plan.

You can create multiple service plans for a neutral part.

The following figure shows an example of a turbo-engine assembly that contains multiple service plans.
The service partitions group together all the service requirements for the turbocharger assembly.

Service Execution, Teamcenter 13.0 PLM00174 13.0 1-1

When you create the service plan, the following tabs are created:

• Base View
This tab contains only the service plan and is used only for reference. It is not used to manage the
service plan. You cannot expand the service plan in this tab.

• Plan/Partition name
This tab contains the service partitions and is used to create and modify the service plans. You can
expand the service plan in this tab.

Create a service plan

1. From the navigation pane, click Service Planner.

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2. From the Service Planner view, click Open By Name on the main toolbar at the top of the
Service Planner pane, to open the neutral structure or part.

3. Select the neutral part to relate to the service plan and do one of the following to create a new
service plan:

• Choose File → New → Service Plan.

• Click the New Service Plan button at the top of the Service Planner pane.

• Right-click the neutral part and choose New → Service Plan.

4. In the New Service Plan dialog box, select Service Plan from the list and click Next.

Note:
If the business object display rule for the Item business object is hidden in the Business
Modeler IDE, Service Plan does not show up in the most recently used (MRU) list.

5. Enter the following information for the service plan.

Field name Definition Valid Values

ID The service plan ID (required). Alphanumeric string (1–

Leave the field blank to 128 characters)
automatically assign an ID.

Revision The service plan revision Alphanumeric (1–32

(required). characters)
Leave the field blank to
automatically assign a revision.

Name The service plan name (required). Alphanumeric string (1–

Leave the field blank to 128 characters)
automatically assign a name.

Description Description of the service plan. Alphanumeric string (1–

240 characters)

6. Click Finish.

The service plan and the root partition are created.

The following tabs are displayed:

Service Execution, Teamcenter 13.0 PLM00174 13.0 1-3

• Base View
This tab contains the only the service plan.

• Partition name
This tab contains the service partitions. You can only expand the service plan in this tab.

What is a service partition?

A service partition is the hierarchical grouping of service requirements. A service plan has only one root
service partition, but the root service partition can have many service partitions. You can also nest
service partitions by creating service partitions under another service partition.

The following figure shows an example of a service plan for a turbo-engine assembly that contains
nested partitions to group together the bearing housing assembly and turbine housing assembly
requirements for the turbocharger subassembly.

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Create a service partition

1. From the navigation pane, click Service Planner.

2. From the Service Planner view, open the service plan where you want to add the service partition.

3. From the Service Planner view, click the service plan name tab next to the Base View tab to
expand the service plan.

4. Select the service plan and do one of the following:

• Choose File → New → Service Partition.

Service Execution, Teamcenter 13.0 PLM00174 13.0 1-5

• Click the New Service Partition button on the main toolbar at the top of the Service
Planner pane.

• Right-click the service plan and choose New → Service Partition.

5. In the New Service Partition dialog box, select Service Partition from the list and click Next.

6. Enter the following information for the service partition.

Field name Definition Valid Values

Name The service partition name Alphanumeric string (1–128

(required). characters)

Description Description of the service Alphanumeric string (1–240

partition. characters)

7. Click Finish.

The service partition is created under the service plan.

Service plan
Service partition

Defining service requirements

Setting up and managing service requirements

As a service planner, you create and manage the service requirements that are part of the service plan.
Service requirements determine what service must be performed. They define the maintenance that can
be performed on a part or assembly. Service requirements are grouped under service partitions.

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You create and manage service requirements by:

• Creating the service requirements.

• Creating service frequencies that determine the interval or period for performing maintenance.

• Creating required skills that determine who should perform or sign off on the service requirement.

• Assigning the neutral part occurrences that are impacted by the service requirement.

• Defining service requirement relationship dependencies.

What is a service requirement?

A service requirement is the maintenance requirement for an assembly or part. Service requirements are
grouped together under service partitions.

You can perform the following actions on service requirements:

• Assign states to a service requirement.

You can assign the following states to a service requirement by submitting it to an approval workflow:

• in-work

• approved

• deprecated

Service Execution, Teamcenter 13.0 PLM00174 13.0 1-7

• Revise service requirements to create new revisions.

You can revise service requirements to create new revisions. If a work card is related to a service
requirement, those relations are carried forward when the new revision of the service requirement is
created. Only the latest approved service requirement is part of the active service plan.

• Use options and variants to configure a service requirement.

Example:
You may want to setup a variant to indicate whether the service requirements are war time or
peace time requirements.

The following figure shows an example of a turbo-engine assembly that has multiple service
requirements for the bearing housing subassembly. The service requirements include inspecting and
replacing the right turbine blade that is a component of the bearing housing assembly. The service
requirements for the bearing housing subassembly are grouped together under the service partition for
the turbocharger assembly requirements.

1-8 PLM00174 13.0 Service Execution, Teamcenter 13.0

Create a service requirement

1. From the navigation pane, click Service Planner.

2. From the Service Planner view, open the service plan to contain the service requirement.

3. Click the service plan name tab next to the Base View tab to expand the service plan.

4. Select the service partition to contain the service requirement and do one of the following:

• Choose File → New → Service Requirement.

• Click the New Service Requirement button at the top of the Service Planner pane.

Service Execution, Teamcenter 13.0 PLM00174 13.0 1-9

• Right-click the neutral part and choose New → Service Requirement.

5. Select Service Requirement from the list and click Next.

6. In the New Service Requirement dialog box, enter the following information for the service
requirement.

Field name Definition Valid Values

ID The service requirement ID Alphanumeric string (1–

(required). 128 characters)
Leave the field blank to
automatically assign an ID.

Revision The service revision (required). Alphanumeric string (1–

Leave the field blank to 128 characters)
automatically assign a revision.

Name The service requirement name Alphanumeric string (1–

(required). 128 characters)

Description Description of the service Alphanumeric string (1–

requirement. 240 characters)

Requirement Category for service requirement Alphanumeric string (1–

Category (read only). 128 characters)
This field is populated after you
set the requirement type in the
Requirement Type field.

Requirement Type The type of service requirement Valid values already

(required). defined by the system are:

• Inspection
• Repair
• Overhaul
• Other

Upgrade Defines if the service requirement Boolean

represents an upgrade or
modification to an existing
product (required).
If Upgrade is set to True, you can
identify that the purpose of the
work card is to upgrade a physical
part from one configuration to
another. It also specifies that a
rebase of the impacted physical
part will be performed as part of
the completion of the work card.

1-10 PLM00174 13.0 Service Execution, Teamcenter 13.0

7. Click Finish.

The service requirement is created under the service partition.

Service plan
Service partition
Service requirement

Assigning impacted part occurrences to a service requirement

You can assign impacted neutral part occurrences to service requirements to identify the impacted parts.
The impacted part represents the part or assembly that is most directly impacted by the service
requirement. If there is no relationship created between a neutral part occurrence and a service
requirement, the impacted part is assumed to be the neutral part related to the parent service plan.

When you assign a neutral part occurrence to a service requirement, the Occurrence Type for the
neutral part is set to MEAssign.

Assign an impacted part occurrence to a service requirement

When you assign a neutral part occurrence to a service requirement, the Occurrence Type for the
neutral part is set to MEAssign.

Service Execution, Teamcenter 13.0 PLM00174 13.0 1-11

1. From the navigation pane, click Service Planner.

2. Locate and open the neutral structure or part you want to assign as an impacted part to the service
requirement.

3. From the Product view, right-click the neutral part and choose Copy.

4. Locate and open the service requirement that you want to assign the neutral part occurrence to.

5. From the Service Plan view, right-click the service requirement and choose Paste or Paste
As → MEAssign.

The neutral part is assigned to the service requirement with the Occurrence Type set to
MEAssign.

Process Structure Occurrence Type

Service plan
Service partition
Service requirement
Neutral part MEAssign

What is a service requirement frequency?

The frequency for a service requirement defines the interval or period for performing the maintenance.
It defines when the service needs to be performed.

Example:
You can create a frequency that specifies an inspection maintenance requirement be performed
every two months.

As the following figure shows, frequencies are associated to the service requirement with a Has
Frequencies relationship. After creating the frequency for a service requirement, the Occurrence Type
for the frequency is set to Has Frequency.

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You create a frequency by defining an expression. The expression can be made up of keywords and
characteristic definitions. The evaluation of the frequency expression always returns a Boolean.

A frequency expression may contain more than one phrase using phrase separators such as AND or OR.

Keywords indicate whether a frequency is threshold or repetitive.

Example:
You use the keyword At to define that maintenance has to be performed at a specific date only.
You use the keyword Every to define that maintenance has to be performed every three days.

The characteristics values that are available to use in the frequency expression are determined by the
following:

• Any life, observation, or date characteristics related to the neutral parts assigned to the service
requirement with the MEAssign relationship are available as valid characteristics to use in the
frequency expression.

• Any life, observation, or date characteristics related to the neutral part assigned to the parent service
plan are available as valid characteristics to use in the frequency expression. This is only true if there
are no assigned or impacted parts assigned to the service requirement with the MEAssign
relationship.

Example:
You defined a life characteristic to record the engine hours for a turbo-engine. The turbo-engine is
assigned to a service requirement for inspection. You use engine hours in the frequency
expression to perform the inspection requirement every one thousand engine hours.

The system provides the following options in addition to any life, observation, or date characteristics:

• Calendar
Used for adding calendar time to the expression.

Service Execution, Teamcenter 13.0 PLM00174 13.0 1-13

• Installation Date
Indicates that the installation time of a part in a structure should be used.

• Manufacturing Date
Indicates that the date of manufacture should be used.

• Days
Indicates the number of days.

• Months
Indicates the number of months.

• Years
Indicates the number of years.

Create a service frequency

1. From the navigation pane, click Service Planner.

2. From the Service Planner view, select the service requirement where you want to add the
frequency and do one of the following:

• Choose File → New → Frequency.

• Click the Create a new Frequency button on the main toolbar at the top of the Service
Planner pane.

• Right-click the service requirement and choose New → Frequency.

3. In the New Frequency dialog box, select Frequency from the list and click Next.

4. Enter the following information for the frequency.

Field name Definition Valid Values

ID The service frequency ID. Alphanumeric string (1–128

characters).

Name The service frequency name Alphanumeric string (1–128

(required). characters).
The service frequency name
is automatically named with
the service requirement name
suffixed with the word
Frequency. You can use this
value or type in a new value.

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Field name Definition Valid Values

Description Description of the service Alphanumeric string (1–240

frequency. characters)

Phase Separator Conditional keywords that Valid values are:

separate the phrases. This
option is available when you • And
add a frequency expression in • Or
the Frequency Expression • Then
box.

Keywords Indicates whether the Valid values are:

frequency is a threshold or a
repetitive one. • Every
• Within
• When
• At

Value Numeric value used in the Floating point value.

expression. This field is only
available after you select the
keyword in the Keywords
box.

Characteristics The life, observation, or date The valid values depend on the
characteristics used in the selected keyword in the
expression. Keywords box.

Selected Valid Values

Keyword

Every Any valid life

characteristic
value, Days,
Months,
Years.

Within Any valid life

characteristic
value.

When Any valid

observation
characteristic
value.

At Any valid life or

date
characteristic
value,

Service Execution, Teamcenter 13.0 PLM00174 13.0 1-15

Field name Definition Valid Values

Selected Valid Values

Keyword

Calendar,
Days, Months,
Years, Install
Date, or
Manufacturin
g Date.

Date The date when the Date.

maintenance should take Click the button to set the
place. This field is only
date.
available if a date
characteristic or the Calendar
option is selected in the
Characteristics box.

Note:
The Calendar option is
only when Keywords is
set to At.

Operators Operator used in the Valid values are < and >
expression when Keywords is (indicating less than and greater
set to When. than).

Value Numeric value to be used in Floating point value.

the expression. This field is
only available after you select
the operator in the Operators
box.

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5. Click Advanced to add the following optional information in the frequency expression.

Field name Definition Valid Values

Tolerance Tolerance value added to the For the first field, valid values
expression. are: +, .-, or +-.
Type a numeric value for the
second field.
For the third field, valid values
are %.

After/Until Specifies if the maintenance is Valid values are:

performed after or until a
specific value. • After
• Until

Value Numeric value used in the Floating point value.

expression.

Characteristics The life, observation, or date Any valid life, date, or

characteristics used in the observation characteristic value,
expression. Calendar, Days, Months, Years,
Install Date, or Manufacturing
Date.

Service Execution, Teamcenter 13.0 PLM00174 13.0 1-17

Field name Definition Valid Values

Date The date after or until the Date.

maintenance takes place. This Click the button to set the
field is only available if a date
date.
characteristic or the Calendar
option is selected in the
Characteristics box.

Operators Operator used in the Valid values are < and >
expression when Keywords is (indicating less than and greater
set to When and than).
Characteristics is set to an
observation characteristic.

Value Numeric value to be used in Floating point value.

the expression. This field is
only available after you select
the operator in the Operators
box.

6. For the Frequency Expression box, do one of the following:

• Click to add the expression created from the values you selected in the previous step.

• Click to remove the expression.

• Select the expressions you want to edit and click Edit. Edit the expression and click Save to save
the changed expression or click Cancel to cancel the changes.

• Select the expressions you want to group together using parentheses and click Group.

• Select the expressions that you want to remove from the group and click UnGroup.

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Tip:
To select multiple expressions, press the Shift key and select the expressions.

7. Click OK to create the frequency.

The frequency is created for the service requirement with the Occurrence Type set to Has
Frequency.

Process Structure Occurrence Type

Service plan
Service partition
Service requirement
Frequency Has Frequency

Creating relations between two service requirements

You can define service requirement dependencies by creating relations between two service
requirements.

The following relations can be defined:

• Requires
This relation is used when one service requirement requires another service requirement.

Example:
You created a service requirement to change the oil every month in a service plan for a truck.
Another service requirement in the same service plan is defined to replace the oil filter which is
needed before changing the oil. You create a Requires relation between the requirement for
changing the oil and the requirement to replace the oil filter to indicate the first requirement
requires the second.

• Satisfies
This relation is used when one service requirement satisfies another service requirement.

Service Execution, Teamcenter 13.0 PLM00174 13.0 1-19

Example:
You created a service requirement to replace the brake pads every 1000 engine hours in a
service plan for a truck. Another service requirement in the same service plan is defined to
perform a complete brake system overhaul every 4000 engine hours, which includes changing
the brake pads. You create a Satisfies relation between the requirement for the brake overhaul
and the requirement to replace the brake pads to indicate the second requirement satisfies the
first.

Define a requires relation

1. From the navigation pane, click Service Planner.

2. Locate and open the service plan that contains the service requirements that you want to relate to
each other.

3. Press the Ctrl key and select the two service requirements you want to relate.

4. Right-click and choose Setup Requires Service Requirement Relation.

5. In the Setup Requires Service Requirement Relation dialog box, click Swap to change the order
of the service requirements.

6. Click OK to create the relation.

7. To display the relationship, select the service requirement and choose Window → Show View →
Plan Details or right-click the service requirement and choose Show Plan Details.

Define a satisfies relation

1. From the navigation pane, click Service Planner.

2. Locate and open the service plan that contains the service requirements that you want to relate to
each other.

3. Press the Ctrl key and select the two service requirements you want to relate.

4. Right-click and choose Setup Satisfies Service Requirement Relation.

1-20 PLM00174 13.0 Service Execution, Teamcenter 13.0

5. In the Setup Satisfies Service Requirement Relation dialog box, click Swap to change the order
of the service requirements.

6. Click OK to create the relation.

7. To display the relationship, select the service requirement and choose Window → Show View →
Plan Details or right-click the service requirement and choose Show Plan Details.

What is a fault code?

A fault code is an identifier that indicates an itemized fault or problem that a manufacturer has
identified with a part. You can identify resolved fault codes that are rectified by the service requirement.
If there is an impacted neutral part assigned to the service requirement using the MEAssign
relationship, the fault code must be related to the impacted part. If there is no impacted part defined,
the fault code must be related to the neutral part assigned to the service plan.

Create a fault code

1. From the navigation pane, click Service Planner.

2. Select the folder where you want to create the new fault code and choose File → New → Fault
Code.

3. In the New Fault Code dialog box, select Fault Code from the list and click Next.

4. In the New Fault Code dialog box, enter the following information for the service partition.

Field name Definition Valid Values

Name The fault code name Alphanumeric string (1–128

(required). characters)

Description Description of the fault code. Alphanumeric string (1–240

characters)

5. Click OK to create the fault code.

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Relate a neutral part to a fault code

1. From the navigation pane, click Service Planner or My Teamcenter.

2. Right-click the neutral part you want to relate to the fault code and choose Copy.

3. Right-click the fault code and choose Paste.

The neutral part is related to the fault code.

Fault code
Neutral part

Define a service requirement to resolve a fault code

1. From the navigation pane, click Service Planner.

2. Locate and open the service requirement that you want to use to resolve the fault code.

3. From the Service Planner view, select the service requirement.

4. Right-click and choose Identify Resolved Fault.

5. In the Identify Resolved Fault dialog box, select the fault codes from the list of available fault
codes.

6. Click OK to create the relation.

7. To display the relationship, select the service requirement and choose Window → Show View →
Plan Details or right-click the service requirement and choose Show Plan Details.

What is a required skill?

A required skill is the qualification that a person must have for performing or signing off on a service
requirement. The workflow that the workflow designer builds to approve or perform the service
requirement accesses the required skill to ensure the correct person performs or signs off on the service
requirement.

After you create the skill for a service requirement, the Occurrence Type for the skill is set to Required
Skill.

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Create a skill

1. From the navigation pane, click Service Planner.

2. Locate and open the service requirement where you want to relate the required skill.

3. From the Service Planner view, select the service requirement and do one of the following:

• Choose File → New → Skill.

• Click the Create a new Skill button on the main toolbar at the top of the Service Planner
pane.

• Right-click the service requirement and choose New → Skill.

4. In the New Skill dialog box, select Skill from the list and click Next.

5. Enter the following information for the skill.

Field name Definition Valid Values

ID The skill ID (required). Alphanumeric string (1–128

Leave the field blank to characters)
automatically assign an ID.

Revision The revision of the skill Alphanumeric (1–32 characters)

(required).
Leave the field blank to
automatically assign a
revision.

Name The name of the skill Alphanumeric string (1–128

(required). characters)

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Field name Definition Valid Values

Description Description of the skill. Alphanumeric string (1–240

characters)

Discipline Discipline associated with the Valid values are the list of defined
skill. disciplines.

6. Click Finish.

The skill is created for the service requirement with the Occurrence Type set to Required Skill.

Process Structure Occurrence Type

Service plan
Service partition
Service requirement
Skill Required Skill

Assign a skill to other service requirements

1. From the navigation pane, click Service Planner.

2. From the Service Planner view, right-click the skill that you want to relate to the service
requirement and choose Copy.

3. From the Service Planner view, right-click the service requirement and choose Paste.

The skill is created for the service requirement with the Occurrence Type set to Required Skill.

Process Structure Occurrence Type

Service plan
Service partition
Service requirement
Skill Required Skill

Defining part applicability

Part applicability is defined between a service requirement and an item or part. When the service is
performed, the items that are applicable to the service requirement are used to determine the physical
parts that have service requirements. If there are no applicable parts defined for the requirement, then
all serial numbers and part numbers of the impacted parts are used to identify the physical parts.

You can define part applicability by:

• Specifying the part number and the serial number ranges of the part.

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The serial numbers in the specified range for the part number are identified as applicable parts for the
service requirement.

• Specifying the part number with no serial range.

All serial numbers for the part number are identified as applicable parts for the service requirement.

Define part applicability

Part applicability is defined between a service requirement and an item or part. When the service is
performed, the items that are applicable to the service requirement are used to determine the physical
parts that have service requirements. If there are no applicable parts defined for the requirement, then
all serials numbers and part numbers of the impacted parts are used to identify the physical parts.

You can define part applicability by:

• Specifying the part number and the serial number ranges of the part.
The serial numbers in the specified range for the part number are identified as applicable parts for the
service requirement.

• Specifying the part number with no serial range.

All serial numbers for the part number are identified as applicable parts for the service requirement.

1. From the navigation pane, click Service Planner.

2. Locate and open the service requirement to assign the part applicability to.

3. From the Service Planner view, right-click the service requirement in the process view and choose
Define Part Applicability.

4. In the Define Part Applicability dialog box, click Add New to add a new part applicability.

5. Click and select one of the following values:

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• Properties to display the properties of the item that is contained in this field.
• Add to search for an existing item.

a. In the Search dialog box, type the values for the properties to filter your search and click
Find.

b. Select the item in the search results list and click OK.

The part applicability dialog box reappears with the selected item.
• Clear to clear any item that is contained in this field.
• Search Item in Structure to search for the item in a structure that is displayed and expanded in
the Product view.

Note:
This option is not available if there is no structure that is displayed in the Product view.

a. In the Search dialog box, double-click the Searching Value column and type a value.

You can use wild cards in this field.

b. Choose one of the following:

• Click to add an additional condition. The conditional separator used is AND.

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• Click to remove an existing condition.

• Click to remove all conditions.

c. Select the item in the search results list and click OK.

6. In the Define Part Applicability dialog box, enter the following optional information to add the
new part applicability.

Field name Definition Valid Values

Serial Number The starting value for the Alphanumeric (1–128

(Start) serial number range. characters)
If you do not type an ending
value, only the starting serial
number is used.

Serial Number The ending value for the serial Alphanumeric (1–128
(End) number range. characters)
The number of digits for the
ending value must be the same
as the starting value.

7. Click OK.

8. In the Define Part Applicability dialog box, choose one of the following options:

• Click Add New to add a new part applicability.

• Select an existing part applicability and click Edit to edit an existing part applicability.

• Select an existing part applicability and click Delete to delete the part applicability.

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9. To display the relationship, select the service requirement and choose Window → Show View →
Plan Details or right-click the service requirement and choose Show Plan Details.

Defining work cards for your plan

Setting up and managing work cards

As a service planner, you create and manage the work cards that are related to service requirements.
Work cards define how you will address the service requirement.

You create and manage work cards by:

• Creating work cards that are related to service requirements.

• Sequencing work cards.

• Assigning resources to work cards such as:

• Required skills for a work card that determine who performs or signs off the work card.

• Part movements for a work card.

• Expendable materials to a work card.

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• Tools to a work card.

• Defining characteristics for a work card.

• Generating work instructions for a work card.

• Defining notices for a work card.

• Defining time and cost estimates for a work card.

• Defining upgrade work cards.

What is a work card?

A work card defines how to accomplish a service requirement. The work card contains information
about the tasks, effort, and cost estimates and the resources required to perform the tasks. You can
create multiple work cards for a service requirement to define the tasks. You can optionally assign
activities to the work card to break down the tasks. If there are no activities, all the tasks are performed
at the work card level.

You can perform the following actions on work cards:

• Assign states to a work card.

You can assign states to a work card by submitting it to an approval workflow. A work card can be
assigned the following states:

• in-work

• approved

• deprecated

• Revise work cards to create new revisions.

• Define the revision effectivity for a work card.

• Use options and variants to configure a work card.

For example, you may want to set an option or variant to distinguish work cards that are war time or
peace time work cards for a service plan assigned to a missile.

The following figure shows an example of a bearing housing assembly for a turbo-engine that has a
service requirement to replace the rear turbine blade. Work cards are created to:

• Disassemble the turbine blade and other components of the bearing housing assembly that are in
close proximity to the blade.

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• Assemble the replacement turbine.

Create a work card

1. From the navigation pane, click Service Planner.

2. Locate and open the service requirement where you want to assign the work card.

3. Select the service requirement and do one of the following:

• Choose File → New → Work Card.

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• Click the Create a new Work Card button on the main toolbar at the top of the Service
Planner pane.

• Right-click the neutral part and choose New → Work Card.

4. Select Work Card from the list and click Next.

5. In the New Work Card dialog box, enter the following information for the work card.

Field name Definition Valid Values

ID The work card ID (required). Alphanumeric string (1–

Leave the field blank to 128 characters)
automatically assign an ID.

Revision The revision of the work card Alphanumeric string (1–32

(required). characters)
Leave the field blank to
automatically assign an ID.

Name The work card name (required). Alphanumeric string (1–

128 characters)

Activity Execution Defines if the assigned skill Valid values are:

Type resource will perform or sign off
on the work card. • Perform
• Sign-off

Description Description of the work card. Alphanumeric string (1–

240 characters)

Labor Cost The total labor cost for the work Number limited to two
card. decimal places

Material Cost The total material cost for the Number limited to two
work card. decimal places

Narrative Narrative description for the work Long string

card. The narrative can be used as
input for work instructions.

6. Click Finish.

The work card is created under the service requirement.

Service plan
Service partition
Service requirement
Work card

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After all work cards are added, the next step is to put them in sequence.

Sequencing work cards

After you create the work cards you can sequence the work cards in the order that they should be
performed.

As you sequence the work cards, identify:

• Preceding work cards (those that must be completed before others can be started).

• Parallel work cards (those that can be completed at the same time as others).

Sequence work cards

After you create the work cards you can sequence the work cards in the order that they should be
performed.

As you sequence the work cards, identify:

• Preceding work cards (those that must be completed before others can be started).

• Parallel work cards (those that can be completed at the same time as others).

1. From the navigation pane, click Service Planner.

2. From the Service Planner view, locate and open the service requirement that contains the work
cards you want to sequence.

3. Right-click the service requirement and choose Open with → Pert.

Each work card that exists as part of the service requirement is depicted in the PERT chart within its
own box or frame.

4. Click the Draw Flow button on the Pert toolbar.

The draw flow mode is activated and the cursor changes to .

5. Click the first work card box.

6. Click the second work card box to draw the flow.

An arrow is drawn between the first box and the second box, showing the flow from the first work
card to the second work card.

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7. Continue sequencing the work cards until the sequence is complete.

8. Exit the draw flow mode using one of the following methods:

• Press the ESC button.

• Click the Select button on the PERT toolbar.

9. To close the Pert view, click the button on the Pert tab.

Assigning qualifications and resources

Assign qualifications to a work card

You can assign qualifications to a work card to specify the skills, certificates, training, or other aspects
needed to perform the service work.

1. Either choose Tools → Assign Qualifications or right-click the work card and choose Assign
Qualifications.

2. Select the qualification and level that you want to assign to the work card.

3. Click the Assign button.

4. (Optional) Assign other qualifications and levels as necessary.

5. (Optional) To remove an assigned qualification from a work card, select it from the Existing
Qualifications list and click Remove.

6. Click OK.

The qualifications are listed in the work card’s Plan Details view.

Types of resources you can assign to a work card

You can assign resources to a work card that are required to complete the work card. You assign
resources by relating an occurrence to the work card where the occurrence type represents the type and
usage of the resource.

As the figure shows, the following resources can optionally be assigned:

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• Skills
You can assign skills to a work card, that determines who performs or signs off the work card.

• Part movements
You can create part movements for a work card to indicate whether a neutral item is installed,
uninstalled, or replaced.

• Tools
You can assign tools to a work card.

• Expendable materials
You can define expendable materials for a work card that are utilized during the tasks performed for
the work card, but not tracked when the operation is completed.

• Classified resources
You can assign resources that are classified using the Classification application.

Creating required skills

A required skill is the qualification that a person must have for performing or signing off on a work card.
The workflow that the workflow designer builds to approve or perform the work card tasks accesses the
required skill to perform the action.

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After creating the skill for a work card, the Occurrence Type for the skill is set to Required Skill.

Create a skill

After creating the skill for a work card, the Occurrence Type for the skill is set to Required Skill.

1. From the navigation pane, click Service Planner.

2. Locate and open the work card where you want to relate the required skill.

3. From the Service Planner view, select the work card and do one of the following:

• Choose File → New → Skill.

• Click the Create a new Skill button on the main toolbar at the top of the Service Planner
pane.

• Right-click the work card and choose New → Skill.

4. In the New Skill dialog box, select Skill from the list and click Next.

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5. Enter the following information for the skill.

Field name Definition Valid Values

ID The skill ID (required). Alphanumeric string (1–128

Leave blank to automatically characters)
assign an ID.

Revision The revision of the skill Alphanumeric (1–32 characters)

(required).
Leave blank to automatically
assign a revision.

Name The name of the skill Alphanumeric string (1–128

(required). characters)

Description Description of the skill. Alphanumeric string (1–240

characters)

Discipline Discipline associated with the Valid values are the list of
skill. defined disciplines.

6. Click Finish.

The skill is created for the work card with Occurrence Type set to Required Skill.

Process Structure Occurrence Type

Service plan
Service partition
Service requirement
Work Card
Skill Required Skill

Defining part movements for work cards

You can create part movements for a work card to indicate whether a neutral item is installed,
uninstalled, or replaced. You relate the neutral item to the work card and assign the part occurrence
type as one of the following:

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• MEDisassemble
Used to indicate the neutral item is uninstalled.

• MEAssemble
Used to indicate the neutral item is installed.

• Replace
Used to indicate the neutral item is replaced.

The neutral items used to represent part movements must be contained within the neutral structure
related to the service plan. As the following figure shows, the shaft and rear turbine blade neutral parts
are assigned to the disassembly work card with the occurrence type set to MEDisassemble to represent
the part movements used for the disassembly of the turbine blade. The rear turbine and shaft are
components of the bearing housing assembly which is contained in the turbo-engine assembly assigned
to the service plan.

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Note:
You cannot create part movements for a work card if there is life, observation, or date
characteristics assigned to the work card.

Define a part movement for a work card

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• MEDisassemble
Used to indicate the neutral item is uninstalled.

• MEAssemble
Used to indicate the neutral item is installed.

• Replace
Used to indicate the neutral item is replaced.

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Note:
You cannot create part movements for a work card if there is life, observation, or date
characteristics assigned to the work card.

1. From the navigation pane, click Service Planner.

2. Locate and open the neutral part you want to assign to the work card to represent part movement.

Note:
You can only create part movements for neutral items that are components of the neutral
structure related to the service plan.

3. From the Product view, right-click the neutral part and choose Copy.

4. Locate and open the work card that you want to relate the part movement to.

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5. From the Service Plan view, right-click the work card and choose Paste As and choose one of the
following:

• MEAssemble
Indicates the neutral item will be installed.

• MEDisassemble
Indicates the neutral item will be uninstalled.

• Replace
Indicates the neutral item will be replaced.

The neutral part is assigned to the work card with the Occurrence Type set to the part movement
occurrence type that you specified in the previous step.

Process Structure Occurrence Type

Service plan
Service partition
Service requirement
Work card
Neutral part MEAssemble

Defining expendable materials for work cards

An expendable material is used and may be consumed during the tasks performed for the work card,
but is not tracked when the operation is completed.

Example:
Shop towels or paint may be defined as expendable materials.

When you assign an expendable material to a work card, you set the occurrence type for the neutral
item to Expendable Material.

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Define expendable material for a work card

An expendable material is used and may be consumed during the tasks performed for the work card,
but is not tracked when the operation is completed.

Example:
Shop towels or paint may be defined as expendable materials.

When you assign an expendable material to a work card, you set the occurrence type for the neutral
item to Expendable Material.

1. From the navigation pane, click Service Planner.

2. Locate and open the neutral structure or part that you want to assign as the expendable material.

3. From the Product view, right-click the neutral part and choose Copy.

4. Locate and open the work card that you want to relate the expendable material to.

5. From the Service Plan view, right-click the work card and choose Paste As → Expendable
Material.

The neutral item is assigned to the work card with the occurrence type set to Expendable
Material.

Process Structure Occurrence Type

Service plan
Service partition
Service requirement
Work card
Neutral part Expendable Material

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Define tools for a work card

A tool identifies any item based resources such as hand tools.

When you assign a tool to a work card, you set the occurrence type for the neutral item to METool.

1. From the navigation pane, click Service Planner.

2. Locate and open the neutral structure or part that you want to assign as the tool.

3. From the Product view, right-click the neutral part and choose Copy.

4. Locate and open the work card that you want to relate the expendable material to.

5. From the Service Plan view, right-click and choose Paste → METool.

The neutral item is assigned to the work card with the occurrence type set to METool.

Process Structure Occurrence Type

Service plan
Service partition
Service requirement
Work card
Neutral part METool

Defining tools for work cards

A tool identifies any item based resources such as hand tools.

When you assign a tool to a work card, you set the occurrence type for the neutral item to METool.

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Defining work zones

What is a work zone?

A work zone helps you scope data from a very large structure to a more manageable structure that
contains only those objects that you currently need for your work. Work zones are implemented with
occurrence groups on neutral parts and related to a work card. If you use the service plan to generate a
service schedule, the zone information is carried over to the schedule job cards. You cannot assign a
zone to an activity, and zones do not appear on job tasks.

Introduction to occurrence groups

Occurrence groups help you scope data from a very large structure to a more manageable structure that
contains only those objects that you currently need for your work. If you have a very large structure, for
example, you can create subsets of this structure in occurrence groups that are tailored to the needs of
different departments.

An occurrence group structure is attached to the main structure (the base view) and can only hold
occurrences from that structure. An occurrence under an occurrence group is the same occurrence as in
the main structure. Making changes in the occurrence group structure is the same as making these
changes in the main structure. You can think of an occurrence group as holding shortcuts to the
occurrences in the main structure. You can have multiple shortcuts to the same occurrence, that is, you
can assign the same occurrence to multiple occurrence groups. You can create multiple occurrence
group structures, each one holding a different list of occurrence groups and a different list of
occurrences from the main structure.

Note:
You can create incremental change information about occurrence groups and their content
(children). However, configuring the view to show or hide configured changes does not work for
this information. Only incremental change information that is common with the base view (in the
item structure) is filtered.

Create an occurrence group

1. Select a line in the base view.

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2. Choose File → New → Occurrence Group or click .

Teamcenter displays the New Occurrence Group dialog box.

3. Select the type of occurrence group and click Next.

4. Type a name and description of the new occurrence group and click Finish.
Teamcenter creates a new root occurrence group and displays it as a new tab next to the Base
View tab.

5. Drag components, subassemblies, and other occurrence groups from the source view and drop
them into the new occurrence group or use copy and paste.

Note:
Open the structure twice to be able to have both the root structure and the occurrence group
visible at the same time.

Creating supporting information

You can relate supporting information such as data items and documents to a work order, job card, or a
job task. Supporting information is reference information used to document details on how the work
can be performed. The References relation is used to relate the supporting information to the work
order, job card, or job task.

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If you are assigned to review any work orders, job cards, or job tasks, you can access all the supporting
information related to these objects and the parent objects, if applicable, from your work list.

Defining data to collect

What is a characteristic definition?

A characteristic definition is used to collect and record information during maintenance. You can create
characteristic definitions that contain information such as how many hours a part has been used, the
date the asset was put into commission, or the operating temperature of the part.

You can create characteristic definitions that define life, date, and observation characteristics. You can
also create derived characteristics which are characteristics values that are calculated by the system
based on formulas or expressions. Only life and observation characteristics can be defined as derived
characteristics by specifying the evaluation expression.

The characteristic definitions can be assigned to the following objects:

• Neutral parts

• Work cards

• Activities

Create a life characteristic

A life characteristic defines the individual characteristics that measure the life of a part.

Example:
You can track the number of landings for an aircraft using a life characteristic. When the number
of landings reaches a specific value, scheduled maintenance on the aircraft is performed.

1. From the navigation pane, click Service Planner.

2. Do one of the following:

• Select a folder where you want to create the new life characteristic.

• Select one or more neutral parts from your home folder or from the Service Planner view where
you want to assign the life characteristic.

• Select the work card that you want to relate the characteristic to.

• Select the activity that you want to relate the characteristic to.

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3. Choose File → New → Life Characteristic.

4. In the New Life Characteristic dialog box, enter the following information for the life
characteristic.

Field name Definition Format

Characteristic Name of the life characteristic. Alphanumeric (1–128

Name characters)

Unit Unit of measure for the recorded Alphanumeric (1–128

value. characters)

Precision The number of decimal places. Integer

5. In the Derived Expression box, type the expression or formula for the derived characteristic or
click the button to use the wizard.

6. Click OK to create the life characteristic. Alternatively, click Cancel to exit.

Create a date characteristic

A date characteristic defines the date when a specific action occurred.

Example:
You can capture the commission date or warranty date.

1. From the navigation pane, click Service Planner.

2. Do one of the following:

• Select a folder where you want to create the new date characteristic.

• Select one or more neutral parts from your home folder or from the Service Planner view where
you want to assign the date characteristic.

• Select the work card that you want to relate the characteristic to.

• Select the activity that you want to relate the characteristic to.

3. Choose File → New → Date Characteristic.

4. In the New Date Characteristic dialog box, enter the following information for the date
characteristic.

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Field name Definition Format

Characteristic Name of the date characteristic. Alphanumeric (1–128

Name characters)

5. Click OK to create the date characteristic. Alternatively, click Cancel to exit.

Create an observation characteristic

An observation characteristic defines the operational characteristics observed during maintenance.

Example:
You can record any cracks or record the operating temperature during maintenance.

1. From the navigation pane, click Service Planner.

2. Do one of the following:

• Select a folder where you want to create the new observation characteristic.

• Select one or more neutral parts from your home folder or from the Service Planner view where
you want to assign the observation characteristic.

• Select the work card that you want to relate the characteristic to.

• Select the activity that you want to relate the characteristic to.

3. Choose File → New → Observation Characteristic.

4. In the New Observation Characteristic dialog box, enter the following information for the
observation characteristic.

Field name Definition Format

Characteristic Name of the observation Alphanumeric (1–128

Name characteristic. characters)

Unit Unit of measure for the recorded Alphanumeric (1–128

value. characters)

Precision The number of decimal places. Integer

5. In the Derived Expression box, type the expression or formula for the derived characteristic or
click the button to use the wizard.

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6. Click OK to create the observation characteristic. Alternatively, click Cancel to exit.

Create a derived characteristic

Derived characteristic values are calculated by the system based on formulas or expressions. You can use
existing life or observation characteristics when you define the formula for the derived characteristic.

Example:
An aircraft engine can have different life characteristics, such as in-flight usage and number of
landings, while in use. The actual life of the engine is a combination of these values based on
some predefined formulas. You can define a formula to calculate the derived life characteristic
value based on the two base life characteristic values that you provide. The derived life
characteristic value can then be used for calculating maintenance schedules.

1. From the navigation pane, click Service Planner.

2. Create a new life or observation characteristic and enter information in the required fields.

Note:
If you want to use a life or observation characteristic in the formula for the derived
characteristic, you must create those characteristics before defining the derived
characteristic.

3. In the Derived Expression box, do one of the following:

• Type the expression or formula for the derived characteristic.

• Click the button.

a. In the Expression dialog box, enter the following information.

Field name Definition Action

Characteristics Names of existing Click the button and select the life or
life or observation observation characteristic you want to
characteristics you use in the expression. Click Append to
want to use in the append the characteristic definition in
formula for the the Derived Expression box.
derived expression.

Operations The Boolean Click the button and select one of

operation you want the following operations to use in the
to use in the expression:
expression.
• Select + for addition.

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Field name Definition Action

• Select – for subtraction.

• Select * for multiplication.

• Select / for division.

• Select ( or ) to group expressions.

Click Append to append the operation

in the Derived Expression box.

Derived Expression The derived Click Append next to the

expression that is Characteristics and Operations boxes
used for the derived to create your expression or type those
characteristic. values and any other values needed to
complete the expression.

b. Click OK to create the derived characteristic.

4. Click OK to create the life or observation characteristic using the derived characteristic.

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© 2020 Siemens
2. Generating your service schedule
Creating a service schedule automatically
You can create a service schedule automatically in Service Scheduler based on the plan, requirements,
or discrepancies you already have. The schedule can be generated from:

• Service requirements in a service plan

A service plan, created in Service Planner, can contain partitions, service requirements, work cards,
and activities. Service requirements determine what service can be performed. They define the
maintenance that can be performed on a part or assembly. You can select requirements and
automatically schedule the service to complete them.

• The service schedule job cards are created from the work cards on the service requirement.

• The service schedule job tasks are created from the plan activities.

• Additional data from the plan is copied to the schedule, such as required skills, characteristics, and
activity duration.

• Service discrepancies
Service discrepancies, created in Service Manager, are irregularities or observations that are
discovered with regard to maintenance of assets or physical parts. Discrepancies can also identify if
there was a failure with the physical part.
You can select discrepancies, relate them to requirements, and create a schedule to fix them.

• Maintenance actions
Maintenance actions, created in Service Scheduler, define the required work for an asset and one of
its child physical parts. They track the required maintenance to completion and show compliance of
the completed work. You can create them from service requirements or service discrepancies. They
can also be automatically created when a service schedule is created from service requirements in a
service plan or service discrepancies.

When a service schedule is generated, you can specify an existing work order to attach the schedule to,
add the job cards and job tasks to, or create a new work order for it.

Note:
The MRO Automated Scheduling template must be installed to provide this capability.

Create a service schedule based on service discrepancies

1. Select an as-maintained BOM line in the Service Editor view, right-click it, and choose Generate
Automated Service Schedule.

Service Execution, Teamcenter 13.0 PLM00174 13.0 2-1

2. In the Generate Maintenance Schedule dialog box, click the Service Discrepancy tab and then
the Show Service Plan(s) button.

3. In the list of service plans, select the plans or expand the plans and select the service requirements.

4. (Optional) Click the Configure Service Plan button, and select an alternate configuration rule.

5. Click the Show Discrepancies button to display the existing discrepancies for the selected
requirements.

6. (Optional) Create a relationship between a service discrepancy and service requirement by

selecting the check box for each and clicking the Relate Requirement button.

7. Select the discrepancies you want to create a schedule for.

8. If a work order for this maintenance action already exists, select the menu button next to Work
Order and choose Add and select it.

If you want to create a new work order with the schedule, choose Create.

9. Click the Generate Schedule button.

10. Click the Close button.

Service Scheduler then:

• Creates a service schedule based on the service discrepancies.

• Attaches the schedule and assets to the work order along with the discrepancies and their
corrective actions.

If part applicability exists for a service requirement directly or through a discrepancy, it is not
applied to the job card.

Create a service schedule based on requirements in a service plan

1. Select an as-maintained BOM line in the Service Editor view, right-click it, and choose Generate
Automated Service Schedule.

2. In the Generate Maintenance Schedule dialog box, click the Service Plan tab and then the Show
Service Plan(s) button.

The service plans displayed are plans defined either at the top level of the structure or at lower
level assemblies.

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3. In the list of service plans, expand the plans and service partitions that contain the service
requirements you want to generate a schedule for.

4. (Optional) Click the Configure Service Plan button, and select an alternate configuration rule.

5. If a work order you want to use already exists, select the menu button next to Work Order and
choose Add and select it.

If you want to create a new work order with the schedule, choose Create.

6. Click the Generate Schedule button.

Service Scheduler creates a service schedule based on the information in the service plan and
attaches the job cards and assets to a work order.

• The duration on the service plan work card or activity is automatically converted to a start and
finish date on the schedule based on task dependencies and constraints.

• Material costs, service upgrades, the narrative, and required resources are copied from the plan
work card to the schedule job card.

• Characteristics, hazard notes, resources (such as tools and expendables), attachments, and
required deliverables are copied from the plan work card and activity to the schedule job card
and job task.

• Required skills and qualifications on the plan work card and activity are copied to the schedule
job card and job task and are used to validate task assignments. The skills are listed as disciplines
in the schedule.

• Zone information is copied to the schedule job card. You cannot assign work zones to an activity,
and zones do not appear on job tasks.

• Part movements are copied to the schedule job card or job task from the plan work card.

• If part applicability exists for a service requirement directly or through a discrepancy, it is not
applied to the job card.

7. Click Close.

Create a maintenance action to fix a discrepancy

1. Select an as-maintained BOM line in the Service Editor view, right-click it, and choose Generate
Automated Service Schedule.

2. In the Generate Maintenance Schedule dialog box, click the Service Discrepancy tab and then
the Show Service Plan(s) button.

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3. In the list of service plans, select the plans or expand the plans and select the service requirements.

4. (Optional) Click the Configure Service Plan button and select an alternate configuration rule.

5. Click the Show Discrepancies button to display the existing discrepancies for the selected
requirements.

6. Create a relationship between a service discrepancy and service requirement by selecting the check
box for each and clicking the Relate Requirement button.

The Relate Service Discrepancy and Service Requirement dialog box opens.

7. Click the Confirm button.

8. Click the Maintenance Action tab and select the requirements that are related to the discrepancy.

9. If a work order for this maintenance action already exists, select the menu button next to Work
Order and choose Add and select it.

If you want to create a new work order with the schedule, choose Create.

10. Click the New Maintenance Action button.

The Create Maintenance Action dialog box is displayed and the Name, Asset, Impacted Part, and
Part Position boxes are already filled in for you.

11. Type any notes you need, set the due date if any, select the Auto-complete check box if you want
the maintenance action to complete automatically when all the job cards are complete, and click
Finish.

The new maintenance action is added to the system.

To see your new action, click the Show Maintenance Action button on the Maintenance Action tab.

Create a service schedule based on maintenance actions

1. Select an as-maintained BOM line in the Service Editor view, right-click it, and choose Generate
Automated Service Schedule.

2. In the Generate Maintenance Schedule dialog box, click the Maintenance Action tab and then
the Show Service Plan(s) button.

3. Click the Show Maintenance Action button to display the existing maintenance actions for the
selected requirements.

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Service Scheduler shows the number of maintenance actions specified by the

SSF0MaintActTableNumberMAsToDisplayPref preference that are due. Click the or button
to show the next set of maintenance actions or the button to show all of them.

4. Select the maintenance actions you want to create a schedule for.

5. If a work order for this maintenance action already exists, select the menu button next to Work
Order and choose Add and select it.

If you want to create a new work order with the schedule, choose Create.

6. Click the Generate Schedule button.

Service Scheduler then:

• Creates a service schedule based on the maintenance actions.

• Attaches the schedule and assets to the work order along with the maintenance actions.

7. Click the Close button.

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© 2020 Siemens
3. Preparing the service work
Defining the scheduled service work
As the maintenance planner, you define the scheduled service work to be performed on the physical
assets.

You define the scheduled work by:

• Creating work orders

Work orders define the scope of service work needed to be performed on physical assets.

• Creating job cards

Job cards define the service actions that are performed by a service technician on a physical asset to
fulfill the work order.

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• Creating job tasks

Job tasks define the service action steps that are performed by a service technician to complete the
parent job card or parent job task.

• Creating characteristic definitions

Characteristic definitions record information for physical parts, job cards, or job tasks during
maintenance.

• Defining qualifications
Qualifications define the skills, certificates, training, or other aspects of a user’s capability to perform
the service work.

• Creating supporting information

You can relate supporting information such as data items and documents to a work order, job card, or
a job task.

Note:
The physical assets must be generated from as-maintained structures using Service Manager.

Creating work orders and assigning participants

What is a work order?

There are two components of the scope of work, the work order and the schedule.

• Work order
A work order defines the scope of service work needed to be performed on a physical asset or assets.
You create job cards and job tasks related to the work order to define the scope of work required to
complete the work order. In addition, you must identify the affected physical assets that are serviced
by the work order and the physical location where the work is performed. You can relate more than
one physical asset to a work order. Optionally, you can identify a customer contact and customer
location that is associated to the work order.
A work order contains the following three states that define the status, degree of completion, and the
business decisions during the service scheduling:

• Closure

• Maturity

• Disposition

You design your workflow process to dictate how these work order states progress and transition from
one value to the next. You assign participants to a work order to represent each of the roles used by
the workflow.

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• Schedule
When you create a work order, you create an associated schedule. When you create the schedule, you
define a start date and finish date for the entire schedule. The start date and finish dates for the
related job cards you create must fall within the schedule range.
The schedule task related to the work order contains the following summary properties that are used
to track the job cards and their job tasks:

• Actual Start Date

• Actual Finish Date

• Duration

• Work Estimate

• Work Complete

• Work Complete Percent

When you initially create the work order, the Status property of the schedule task is set to Not Started
indicating the start action has not yet occurred. When you update the Work Complete or Work
Complete Percent properties on the related job card or job task, the start action occurs and sets the
Status to In Progress and sets the Actual Start Date to the date when the start action occurred.

Note:
The start actions on a schedule task do not affect the Closure, Maturity, or Disposition states of
the work order.

Example:
A robot’s gripper has poor traction and is dropping items. You create a work order and schedule to
upgrade the robot.

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Create a work order

1. From the navigation pane, click Service Scheduler.

2. Do one of the following to create the work order:

• Choose File → New → Work Order.

• Click the Work Order button on the main toolbar at the top of the Service Scheduler pane.

• Right-click a physical part and choose New → Work Order.

• Right-click a physical location and choose New → Work Order.

• Right-click a company contact and choose New → Work Order.

• Right-click a company location and choose New → Work Order.

3. In the Create Work Order dialog box, complete the following information for the work order.

Field name Definition Valid values

ID The work order ID (required). Alphanumeric string (1–

Leave the field blank to 128 characters)
automatically assign an ID.

Revision The revision of the work order Alphanumeric string (1–

(required). 32 characters)

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Field name Definition Valid values

Leave the field blank to

automatically assign an ID.

Synopsis The work order name or Alphanumeric string (1–

description of the work order 240 characters)
(required).

4. Perform the following steps to create a schedule for the work order plan.

a. Click the button next to the field Plan and select Create.

b. In the Create the Schedule for the Work Order Plan dialog box, complete the following
information for the schedule.

Field name Definition Valid values

ID The schedule ID (required). Alphanumeric string (1–

Leave the field blank to 128 characters)
automatically assign an ID.

Revision The revision of the schedule Alphanumeric string (1–

(required). 32 characters)
Leave the field blank to
automatically assign an ID.

Name The name of the schedule Alphanumeric string (1–

(required). 128 characters)

Time Zone The time zone used for the This value is set to the
schedule. site and time zone
defined for the calendar
specified by the Default
Base Calendar
preference.

Start Date The start date for the work Click the Set Date
performed (required). button and select a date
from the calendar.

End Date The finish date for the work Click the Set Date
performed (required). button and select a date
from the calendar.

Is Schedule Public Set to true to specify the • true

schedule is public. A public • false
schedule can be viewed by
anyone, including users that are

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Field name Definition Valid values

not assigned to the schedule.

You are assigned observer rights
to a public schedule, unless you
are granted additional rights.

Is Percent Linked Set to true for the following • true

rules to apply: • false

• If you change the work

completed, the percentage
completed changes to equal
the percent of scheduled
work completed.

• If you change the percentage

completed, the work
completed changes to equal
the scheduled work multiplied
by the percentage completed.

Set to false if you do not want

any correlation between work
completed and percentage
completed.

Published Set to true to specify the • true

schedule is published. Published • false
schedules allow other users
access to the schedule. By
default, this option is selected.
Only the owner of the schedule
can publish or unpublish a
schedule at any time using the
Schedule Properties dialog
box. To deny access to the
schedule to other users, keep it
unpublished. Publish it when
you are ready for others to view
or edit it.

Are notifications Set to true to specify • true

enabled notifications are sent when • false
specific triggers occur within a

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Field name Definition Valid values

schedule. By default, this option

is selected.

Use Finish Date Set to true to specify finish- • true

Scheduling date-based scheduling. The • false
default selection is determined
by the
SM_SCHEDULING_ENGINE_DA
TE preference.
If you select this option, you
create your tasks from the finish
date backward rather than from
the start date forward and the
following rules apply:

• As a manager creates tasks

and defines dependencies,
tasks move earlier in the
schedule.

• The Gantt chart allows you to

change task duration by
dragging the start of a task.

c. Click Finish to create the schedule.

5. In the Create Work Order dialog box, perform the following steps to add or remove the physical
assets from the work order. This required field is already filled in if you selected a physical part
when you created the work order.

The physical assets must be generated from as-maintained structures using Service Manager.

Actions for an asset Steps

Add an asset. a. Click the button next to the Asset field and select Add.

b. In the Search dialog box, click the Search tab and complete
the following information to set up filters for searching.

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Actions for an asset Steps

Field name Definition Valid values

Part Number Part number of Alphanumeric

the physical part. (1–128
characters)

Serialized Value of the • true

serialized • false
property.
Click true to
search for
serialized parts.

Serial Number Serial number of Alphanumeric

the physical part. (1–128
characters)

Lot Value of the lot • true

property. • false
Click true to
search for lot
parts.

Lot number Lot number of the Alphanumeric

physical part. (1–32
characters)

Manufacturer's ID Manufacturer of Alphanumeric

the physical part. (1–128
characters)

Physical Part UID Unique identifier Alphanumeric

of the physical (1–128
part. characters)

Manufactured Manufacturing Click the Set

After date used to filter Date button
physical parts and select a date
with from the
manufacturing calendar.
dates greater than
the date entered.

Manufactured Manufacturing Click the Set

Before date used to filter Date button
physical parts and select a date
with from the
manufacturing calendar.

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Actions for an asset Steps

Field name Definition Valid values

dates before the

date entered.

c. Click Find.

d. Select the physical parts from the results and click OK.

Remove an asset. a. In the Asset field, select the physical parts you want to
remove.

b. Click the button next to the Asset field and select

Remove.

6. In the Create Work Order dialog box, perform the following steps to create, add, or clear a physical
location for the work order. This required field is already filled in if you selected a physical location
when you created the work order.

Actions for a physical Steps

location

Add a physical location. a. Click the button next to the Work Performed At field and
select Add.

b. In the Search dialog box, click the Search tab and complete the
following information to set up filters for searching.

Field name Definition Valid values

ID Unique ID of the Alphanumeric (1–

physical location. 128 characters)

Location Name Name of the Alphanumeric (1–

physical location 128 characters)

Location Type The type of Types are defined by

physical location. the Physical Location
Type LOV.

c. Click Find.

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Actions for a physical Steps

location

d. Select the physical location from the results and click OK.

Create a physical a. Click the button next to the Work Performed At field and
location.
select Create.

b. In the Create Physical Location dialog box, complete the

following information for the physical location.

Field name Definition Valid values

ID Unique ID for the Alphanumeric (1–

physical location 128 characters)
(required).
If blank, the ID is
automatically
assigned.

Location Name for the physical Alphanumeric (1–

Name location (required). 128 characters)

Location The type of physical Types are defined

Type location (required). by the Physical
Location Type LOV.

Descriptio Description of the Alphanumeric (1–

n physical location. 240 characters)

c. Click Finish.

Remove a physical a. In the Work Performed At field, select the physical location you
location. want to remove.

b. Click the button next to the Work Performed At field and

select Clear.

7. In the Create Work Order dialog box, perform the following steps to create, add, or remove a
company contact you want to relate to the work order. This field is already filled in if you selected a
company contact when you created the work order.

Actions for a company Steps

contact

Add a company contact. a. Click the button next to the Company Contacts field and
select Add.

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Actions for a company Steps

contact

b. In the Search dialog box, click the Search tab and complete the
following information to set up filters for searching.

Field name Definition Valid values

First Name First name of the Alphanumeric (1–32

company contact. characters)

Last Name Last name of the Alphanumeric (1–32

company contact. characters)

Phone (Business) Business phone Alphanumeric (1–32

number of the characters)
company contact.

Phone (Home) Home phone Alphanumeric (1–32

number of the characters)
company contact.

Phone (Mobile) Mobile phone Alphanumeric (1–32

number of the characters)
company contact.

Fax Fax number of the Alphanumeric (1–32

company contact. characters)

Pager Pager number of Alphanumeric (1–32

the company characters)
contact.

Email Email address of Alphanumeric (1–80

the company characters)
contact.

c. Click Find.

d. Select the company contact from the results and click OK.

Create a company a. Click the button next to the Company Contacts field and
contact.
select Create.

b. In the Create Company Contact dialog box, complete the

following information for the company contact.

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Actions for a company Steps

contact

Field name Definition Valid values

Title Title of the • Mr.

company contact. • Mrs
• Ms.
• Dr.

First Name First name of the Alphanumeric (1–32

company contact. characters)

Last Name Last name of the Alphanumeric (1–32

company contact. characters)

Phone (Business) Business phone Alphanumeric (1–32

number of the characters)
company contact.

Phone (Home) Home phone Alphanumeric (1–32

number of the characters)
company contact.

Phone (Mobile) Mobile phone Alphanumeric (1–32

number of the characters)
company contact.

Fax Fax number of the Alphanumeric (1–32

company contact. characters)

Pager Pager number of Alphanumeric (1–32

the company characters)
contact.

Email Email address of Alphanumeric (1–80

the company characters)
contact.

Description Description of the Alphanumeric (1–

company contact. 240 characters)

c. Click Finish.

Remove a company a. In the Company Contacts field, select the company contact you
contact. want to remove.

b. Click the button next to the Company Contacts field and

select Remove.

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8. In the Create Work Order dialog box, perform the following steps to create, add, or remove a
company location you want to relate to the work order. This field is already filled in if you selected a
company location when you created the work order.

Actions for company Steps

location

Add a company location. a. Click the button next to the Company Locations field and
select Add.

b. In the Search dialog box, click the Search tab and complete the
following information to set up filters for searching.

Field name Definition Valid values

Name Name of the Alphanumeric (1–

company location. 128 characters)

Street Street of the Alphanumeric (1–32

company location. characters)

City City of the Alphanumeric (1–40

company location. characters)

State/Province State or province Alphanumeric (1–40

of the company characters)
location.

Postal Code Postal code of the Alphanumeric (1–32

company location. characters)

Country Country of the Alphanumeric (1–40

company location. characters)

Description Description of the Alphanumeric (1–

company contact. 240 characters)

URL URL relating to Alphanumeric (1–

the company 240 characters)
contact.

c. Click Find.

d. Select the company location from the results and click OK.

Create a company a. Click the button next to the Company Locations field and
location.
select Create.

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Actions for company Steps

location

b. In the Create Company Contact dialog box, complete the

following information for the company location.

Field name Definition Valid values

Name Name of the Alphanumeric (1–

company location. 128 characters)

Street Street of the Alphanumeric (1–32

company location. characters)

City City of the Alphanumeric (1–40

company location. characters)

State/Province State or province Alphanumeric (1–40

of the company characters)
location.

Postal Code Postal code of the Alphanumeric (1–32

company location. characters)

Country Country of the Alphanumeric (1–40

company location. characters)

URL URL relating to Alphanumeric (1–

the company 240 characters)
location.

Description Description of the Alphanumeric (1–

company location. 240 characters)

c. Click Finish.

Remove a company a. In the Company Locations field, select the company location
location. you want to remove.

b. Click the button next to the Company Locations field and

select Remove.

The Create Work Order dialog box reappears with the populated fields.

9. Click Finish to create the work order.

The work order plan schedule is created.

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01–Nov-2011
Object Start Date Finish Date M T W T F S S
Upgrade Robot 01–Nov– 30–Jan–2012 START
2011

Assigning participants to a work order

The workflow administrator creates the workflows to approve, cancel, reopen, or close service requests
and requested activities. User roles are defined in the workflow to assign specific tasks. These roles
represent different types of users that are involved in various phases of the review and approval process.
For any given work order, you can assign different participants to each of the roles used by the
workflow. Those participants are used only in the review and approval process for that specific work
order.

The following roles are used for reviewing and approving work orders.

Role Description Number of participants

Analyst The person who evaluates and Limited to one

elaborates the request.

Requestor The person who created the request. Limited to one

Proposed The people who have signoff authority. One or more

Reviewers

Assign participants to a work order

The following roles are used for reviewing and approving work orders.

Role Description Number of participants

Analyst The person who evaluates and Limited to one

elaborates the request.

Requester The person who created the request. Limited to one

Proposed The people who have signoff authority. One or more

Reviewers

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1. Click Service Scheduler.

2. Select the work order that you want to assign participants to and choose Tools → Assign
Participants.

3. In the Assign Participants dialog box, select the participant type (for example, Analyst).

4. Click either the Organization or Project Teams tab and select a user to assign to the participant
type.

You can search for a group, role, or user in the box below the tabs.

Use Resource Pool Options to assign a set of group or role members as participants instead of
individual users. When a group or role is selected, additional options become available.

• If you select a group, you can click Any Member so any member of the group can be the
participant for that type.

• If you select Proposed Reviewers and then select a group, you can click All Members to assign
all members of the group.

• If you select a role under a group, you can click Any Member and choose Specific Group to
assign any member of the combined group and role as the participant type or choose Any Group
to assign any member of any group and the selected role as the participant type.

5. Click Add to add the participant.

6. To remove a user as a participant, select the user under the participant type and click Remove.

7. To change a participant, select the user under the participant type, select the new user in the
Organization or Project Teams tab, and click Modify.

8. When you are finished assigning participants, click OK.

Creating job cards and job tasks

What is a job card?

A job card defines a service action that is performed by a service technician on a physical asset to fulfill
the work order. In order to fulfill the work order, you can create multiple job cards to perform specific
service actions on the physical asset. Job cards are related to the work order schedule.

The job card uses the physical asset defined for the related work order. If the work order has multiple
physical assets, you are required to choose the physical asset for the job card. You can optionally specify
the impacted physical part that is affected by the service action. If you do not specify an impacted part,

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the impacted part is assumed to be the top level parent of the physical asset. If you do specify an
impacted part, the impacted part must be a child of the physical asset defined for the work order.

Example:
You create a job card to upgrade the compressor for a robot because the robot’s gripper has poor
traction and is dropping items. The job card is related to the work order schedule for upgrading
the robot.

When you initially create the job card, the Status property of the job card is set to Not Started indicating
the start action has not yet occurred. When you update the Work Complete or Work Complete Percent
properties on the job card or related job tasks, the start action occurs and sets the Status to In Progress
and sets the Actual Start Date to the date when the start action occurred.

When you create multiple job cards, you sequence the job cards in the order they need to be
implemented within the work order.

When you submit the job card to a customized workflow, the activity execution types define the action
the that is required to complete the job card. There are two activity execution types available when you
create the job card:

Note:
These values are defined by the Smr0ActivityExecutionType LOV.

• Perform

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The perform action is the default and is used to perform work on the physical asset related to the job
card.

• Sign-off
The sign-off action is used to sign off the work that was performed.

You can relate the following types of information to a job card:

• Supporting information
Information used to document details on how the work on the job card can be performed.

• Resulting information
Resulting information is used to document evidence of the work completed.

Create a job card

1. From the navigation pane, click Service Scheduler.

2. Select the schedule related to the work order where you want to create the job card and do one of
the following:

• Choose File → New → Job Card.

• On the main toolbar at the top of the Service Scheduler pane, click the Job Card button .

• Right-click the schedule and choose New → Job Card.

3. In the Create Job Card dialog box, complete the following information for the job card.

Field name Definition Valid values

ID The job card ID (required). Alphanumeric string (1–

Leave the field blank to 128 characters)
automatically assign an ID.

Revision The revision of the job card Alphanumeric string (1–

(required). 32 characters)
Leave the field blank to
automatically assign a revision.

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Field name Definition Valid values

Name The job card name (required). Alphanumeric string (1–

128 characters)

Activity Execution Define the action that is required • Perform

Type to complete the job card • Sign-off
(required).
These values are defined
by the
Smr0ActivityExecutionTyp
e LOV.

4. Perform the following steps to add or remove the physical asset from the job card:

Note:
This required field is already filled in if you selected only one physical part when you created
the work order related to the job card. If multiple physical assets were selected for the work
order, you must select one of those assets to be used for the job card.

Actions for an asset Steps

Add an asset. a. Click the button next to the Asset field and select Add.

b. In the Select Physical Asset dialog box, select one of the

physical parts from the asset list.

c. Click OK.

Clear an asset. a. Click the button next to the Asset field and select Clear.

5. In the Create Job Card dialog box, perform the following steps to optionally add or remove an
impacted part from the job card. The impacted part is the physical part affected by the service
action.

Actions for an asset Steps

Add an impacted part. a. Click the button next to the field Impacted Part and select
Add.

b. In the Maintenance Tree dialog box, expand the physical

assembly and select one of the physical parts.

Service Execution, Teamcenter 13.0 PLM00174 13.0 3-19

Actions for an asset Steps

c. Click OK.

Clear an impacted part. a. Click the button next to the field Impacted Part and select
Clear.

6. In the Create Job Card dialog box, complete the remaining information for the job card.

Field name Definition Valid values

Start Date The proposed start date for the Click the Set Date
job card. The start date must be button and select a date
within the parent schedule. from the calendar.

Finish Date The proposed finish date for the Click the Set Date
job card. The finish date must be button and select a date
after the start date and within the from the calendar.
parent schedule.

Work Estimate The estimated number of labor Floating point value.

hours to complete the work. The
default is 8 hours (required).

Fixed Type The work, duration, or resource • Fixed Work

value for the job card that you (Default) Keeps the
want to remain constant. The hours constant while
default is fixed work (required). duration or resource to
task is modified.
• Fixed Duration
Keeps the length of
time constant while the
work or resource is
modified.
• Fixed Resource
Keeps the resource
constant while the work
or duration is modified.

Narrative The narrative description for the Alphanumeric string

job card. The narrative can be
(1–256 characters).
used as input for work
instructions.

3-20 PLM00174 13.0 Service Execution, Teamcenter 13.0

7. Click Finish to create the job card.

The job card is created under the parent schedule and displayed in the task table.

01–Nov-2011
Object Start Date Finish Date M T W T F S S

Service Execution, Teamcenter 13.0 PLM00174 13.0 3-21

Upgrade Robot 01–Nov– 30–Jan– START

2011 2012

Upgrade 01–Nov– 01–Nov– Upgrade

2011 2011 Compressor
Compressor

What is a job task?

A job task defines the service action steps that are performed by a service technician to complete the
parent job card or parent job task. You can create nested job tasks to further break down a parent job
task into separate tasks. You can create job tasks using the job task wizard or the task box.

Example:
To complete a job card for upgrading the compressor in a robot, you create separate job tasks to
uninstall the compressor and install the new compressor. The job tasks are related to the job card
and the job card is related to the work order schedule.

When you initially create the job task, the Status property of the job task is set to Not Started indicating
the start action has not yet occurred. When you update the Work Complete or Work Complete Percent

3-22 PLM00174 13.0 Service Execution, Teamcenter 13.0

properties on the job task or related job tasks, the start action occurs and sets the Status to In Progress
and sets the Actual Start Date to the date when the start action occurred.

When you create multiple job tasks, you sequence the job tasks in the order they need to be
implemented within the work order.

When you submit the job task to a customized workflow, the activity execution types define the action
that is required to complete the job task. When a job task has nested job tasks, the nested leaf node job
tasks are implemented.

There are two activity execution types available when you create the job task:

• Perform
The perform action is the default and is used to perform work on the physical asset related to the job
task.

• Sign-off
The sign-off action is used to sign off the work that was performed.

You can relate the following types of information to a job task:

• Supporting information
Information used to document details on how the work on the job task can be performed.

• Resulting information
Information used to document evidence document evidence of the work completed.

Create a job task using the wizard

1. From the navigation pane, click Service Scheduler.

2. Select the job card or job task where you want to create the job task and do one of the following:

• Choose File → New → Job Task.

• Click the Job Task button on the main toolbar at the top of the Service Scheduler pane.

• Right-click the job card or job task and choose New → Job Task.

Service Execution, Teamcenter 13.0 PLM00174 13.0 3-23

Note:
If you have created any part movements or assigned characteristics to the parent job or job
task, a dialog box appears indicating that those items will not be captured. Click Yes to
continue or No to cancel.

3. In the Create Job Task dialog box, complete the following information for the job task.

Field name Definition Valid values

ID The job task ID (required). Alphanumeric string (1–

Leave the field blank to 128 characters)
automatically assign an ID.

Revision The revision of the job task Alphanumeric string (1–

(required). 32 characters)
Leave the field blank to
automatically assign an ID.

Name The job task name (required). Alphanumeric string (1–

128 characters)

Activity Execution Define the action that is required • Perform

Type to complete the job task • Sign-off
(required).
These values are defined
by the
Smr0ActivityExecutionTyp
e LOV.

Work Estimate The estimated number of labor Floating point value.

hours to complete the work. The
default is 8 hours (required).

Fixed Type The work, duration, or resource • Fixed Work

value for the job task that you (Default) Keeps the
want to remain constant. The hours constant while
default is fixed work (required). the duration or resource
to task is modified.
• Fixed Duration
Keeps the length of
time constant while the
work or resource is
modified.
• Fixed Resource

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Field name Definition Valid values

Keeps the resource

constant while the work
or duration is modified.

Narrative The narrative description for the Alphanumeric string

job task. The narrative can be
(1–256 characters).
used as input for work
instructions.

4. Click Finish to create the job task.

Service Execution, Teamcenter 13.0 PLM00174 13.0 3-25

The job task is created under the parent job card or parent job task and displayed in the task table.
The parent job cards or job tasks display a black summary bar and the sub tasks display a light blue
bar.

01–Nov-2011
Object Start Date Finish Date M T W T F S S
Upgrade Robot 01–Nov– 30–Jan– START
2011 2012

Upgrade 01–Nov– 01–Nov– Upgrade

2011 2011 Compressor
Compressor

Uninstall 01–Nov– 01–Nov– Uninstall

2011 2011 Compressor
Compressor

Create a job task using the task box

1. From the navigation pane, click Service Scheduler.

2. Select the job card or job task where you want to create the job task.

3. Type the task name in the Task box at the top of the task table.

4. In the Work box, type the task work. You can specify the task work in weeks, days, or hours by
adding the w, d, or h suffix to the value. You can also enter decimal values for task work, for
example, 12.5h.

The default task work is displayed in h (hours) and the default value is 8. Regardless of the suffix
specified, Service Scheduler converts and displays the task work in hours.

5. Click Create.

The job task is created under the parent job card or parent job task and is displayed in the task
table.

01–Nov-2011
Object Start Date Finish Date M T W T F S S
Upgrade Robot 01–Nov– 30–Jan– START
2011 2012

Upgrade 01–Nov– 01–Nov– Upgrade

2011 2011 Compressor
Compressor

Uninstall 01–Nov– 01–Nov– Uninstall

2011 2011 Compressor
Compressor

3-26 PLM00174 13.0 Service Execution, Teamcenter 13.0

The job task is created with the following default information:

• The Fixed Type attribute for the job card is set to Fixed Work.
• The Activity Execution Type attribute for the job card is set to Perform.

Defining needed characteristics

What is a characteristic definition?

You can create and assign life, observation, and date characteristic definitions to a job card or job task
with no children.

The condition SSS0AllowsJobActivityReferences determines whether you can relate a characteristic to

a job or job task. By default, the Status property for the job card or job task must be set to any of the
following:

• Not Started

• In Progress

• Late

Service Execution, Teamcenter 13.0 PLM00174 13.0 3-27

• Needs Attention

To ensure the correct physical configuration for the job card or job task is used when assigning
characteristics, you cannot assign characteristics to a job card or job task when:

• The job card or job task has a related part movement.

• The job card is an upgrade job card.

Define characteristics for a job card or job task

1. From the navigation pane, click Service Scheduler.

2. From the Service Scheduler view, select the job card or job task where you want to create the
characteristic and do one of the following:

To create this type of Do the following

characteristic

Life a. Do one of the following:

• Choose File → New → Life Characteristic.

• Right-click the job card or job task and choose

New → Life Characteristic.

b. Enter the following information for the life

characteristic.

Field name Definition Valid values

Characteristic Name of the Alphanumeri

Name life c (1–128
characteristic. characters)

Unit Unit of Alphanumeri

measure for c (1–128
the recorded characters)
value.

Precision The number of Integer

decimal places.

c. In the Derived Expression box, type the expression

or formula for the derived characteristic or click the
button to use the wizard.

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To create this type of Do the following

characteristic

d. Click OK to create the observation characteristic.

Alternatively, click Cancel to exit.

Observation a. Do one of the following:

• Choose File → New → Observation

Characteristic.

• Right-click the job card or job task and choose

New → Observation Characteristic.

b. Enter the following information for the observation

characteristic.

Field name Definition Valid values

Characteristic Name of the Alphanumeri

Name observation c (1–128
characteristic. characters)

Unit Unit of Alphanumeri

measure for the c (1–128
recorded value. characters)

Precision The number of Integer

decimal places.

c. In the Derived Expression box, type the expression

or formula for the derived characteristic or click the
button to use the wizard.

d. Click OK to create the observation characteristic.

Alternatively, click Cancel to exit.

Date a. Do one of the following:

• Choose File → New → Date Characteristic.

• Right-click the job card or job task and choose

New → Date Characteristic.

b. Enter the following information for the date

characteristic.

Service Execution, Teamcenter 13.0 PLM00174 13.0 3-29

To create this type of Do the following

characteristic

Field Definition Valid values

name

Name Name of the date Alphanumeric

characteristic. (1–128
characters)

c. Click OK to create the date characteristic.

Alternatively, click Cancel to exit.

3. To display the characteristics assigned to the job card, right-click the job card or job task and choose
Open with → Summary.

The assigned characteristic is displayed in the Recorded Utilization section.

Creating a derived characteristic

Note:
Derived characteristics are not propagated.

Example:
An aircraft engine can have different life characteristics, such as the number of landings while in
use. The actual life of the engine is a combination of derived characteristic values based on some
predefined formulas. You can define a formula to calculate the derived life characteristic value
based on the two base life characteristic values that you provide. The derived life characteristic
value can then be used for calculating maintenance schedules.

Create a derived characteristic

Note:
Derived characteristics are not propagated.

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1. From the navigation pane, click Service Scheduler.

2. From the Service Scheduler view, select the job card or job task where you want to create the life
or observation characteristic.

3. Fill in the required fields to create the life or observation characteristic.

Note:
If you want to use a life or observation characteristic in the formula for the derived
characteristic, you must create those characteristics before defining the derived
characteristic.

4. In the Derived Expression box, choose the following methods:

• Type in the expression or formula for the derived characteristic.

• Click the button.

a. In the Expression dialog box, enter the following information.

Field name Definition Action

Characteristics Names of existing Click the button and select the life or
life or observation observation characteristic you want to
characteristics you use in the expression. Click Append to
wish to use in the append the characteristic definition in
formula for the the Derived Expression box.
derived expression.

Operations The Boolean Click the button and select one of

operation you want the following operations to use in the
to use in the expression:
expression.
• Select + for addition

• Select – for subtraction.

Service Execution, Teamcenter 13.0 PLM00174 13.0 3-31

Field name Definition Action

• Select * for multiplication.

• Select / for division.

• Select ( or ) to group expressions.

Click Append to append the operation

in the Derived Expression box.

Derived Expression The derived Click Append next to the

expression is used Characteristics and Operations boxes
for the derived to create your expression or type those
characteristic. values and any other values needed to
complete the expression.

b. Click OK to create the derived characteristic.

5. Click OK to create the life or observation characteristic using the derived characteristic.

Assign existing characteristics to a job card or job task

1. To assign characteristics to a job card or job task from Service Scheduler, do the following steps:

a. From the navigation pane, click Service Scheduler.

b. Do one of the following:

• Right-click the job card or job task and choose Assign Characteristics.

• If the summary pane is not displayed, right-click the job card or job task and choose Open
With → Summary.
In the Summary pane, do the following:

A. Click the Properties tab.

B. In the Recorded Utilization section, click Assign Characteristics.

2. To assign characteristics to a job card or job task from a task in your work list, do the following
steps:

a. From the navigation pane, click My Worklist.

b. Select the job card or job task from the work list.

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c. If the summary pane is not displayed, right-click the job card or job task and choose Open
With → Summary.

d. In the Summary pane, click the Properties tab.

e. In the Recorded Utilization section, click Assign Characteristics.

3. In the Search dialog box, complete the following information to set up filters for searching.

Field name Definition Valid values

Characteristic Name Name of the characteristic Alphanumeric (1–128

characters)

Unit Unit of measure for the recorded Alphanumeric (1–128

value characters)

Derived Indicates whether the • true

characteristic is a derived • false
characteristic. Click true if the
characteristic is derived.

Type Type of characteristic • Life

• Date
• Observation

4. Click Find.

5. From the results list, select the characteristic you want to assign and click OK.

6. To display the characteristics assigned to the job card, right-click the job card or job task and choose
Open with → Summary.

The assigned characteristic is displayed in the Recorded Utilization section.

Defining resources

Defining qualifications

Qualifications define the skills, certificates, training, or other aspects of a user’s capability to perform
the . You can require the be performed by a user with a specific set of qualifications.

Qualifications can have different levels, such as novice, intermediate, or expert. You can allow someone
with a higher level, who is more qualified, than the one you specify to perform the . Qualifications can
also have effective dates (when the qualification started) and expiration dates (when the qualification
ended).

Service Execution, Teamcenter 13.0 PLM00174 13.0 3-33

By default, only those in the dba role can add or modify the qualifications and qualification levels.

Create qualifications

1. Open the Qualifications view by choosing Window → Show View → Other. In the Show View
dialog box, search for Qualifications, select it, and click OK.

2. On the Manage Qualifications tab, select Qualification in the list on the left.

3. Type the new name in the Qualification Name box and more information about it in the
Description box.

4. If you want the qualification to have a beginning and end date, select the Require Effective and
Expiration Dates check box. If not, clear the check box.

5. Create a level for your qualification by typing the level name in the box next to the Add button in
the Qualification Levels section of the tab and click Add.

You must create at least one level. Continue to create levels as needed.

6. If you created more than one level, order them from the highest level at the top of the list to the
lowest at the bottom with the Up and Down buttons.

7. Click the Create button.

Assign qualifications to users

1. Open the Qualifications view by choosing Window → Show View → Other. In the Show View
dialog box, search for Qualifications, select it, and click OK.

2. On the Manage User Qualifications tab, select a user in the Organization list on the left.

3. Select a qualification and qualification level from the lists on the right.

If the Effective Date and Expiration Date boxes are enabled, select the dates for when the user’s
qualifications begin and end.

4. Click the Assign button.

5. If a user no longer holds a qualification, select it from the list in the User Qualifications section
and click Remove.

6. If a user has a different qualification or level or new effective or expiration dates, select the
qualification from the list in the User Qualifications section and click Modify to change it.

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Designate discipline

When you designate a discipline, you are assigning a single member of each discipline required for a
task. If you want to assign more than one member of a discipline to a task, use the Assignments →
Assign to Task menu command.

Note:
You cannot designate a discipline if there are qualifications assigned to a task.

1. Select the task or tasks.

2. Right-click the task or tasks and choose Assignments → Designate Discipline.

• If there are multiple disciplines assigned to the task or tasks, the Designate Disciplines dialog
box appears. This dialog box shows disciplines that are common to all selected tasks.
Select a discipline and click Next. The Discipline Members dialog box appears.

• If there is only one discipline assigned to the task or tasks, the Discipline Members dialog box
appears. This dialog box shows the users in the schedule belonging to the discipline assigned to
the selected task.

3. In the Discipline Members dialog box, select a member of the discipline to assign to the task.

If the member does not appear in the list, click the Expand button to open a list of members who
are outside of your schedule and select one.

4. Click OK.

The member is assigned to the task. If there are multiple disciplines assigned to the task or tasks,
repeat the selection of discipline and member.

The group/role and discipline requirements for the task are kept.

Require a task be performed by someone with specified qualifications

1. Right-click the and choose Assignments → Assign to Task.

The Task Assignment dialog box is displayed.

2. Select a from the Schedule Tasks list.

3. Click the Qualifications tab and select a qualification and a level.

4. Click Assign.

Service Execution, Teamcenter 13.0 PLM00174 13.0 3-35

The assigned qualification appears in the Qualification column of the Task Assignment dialog box
and the Summary view of the .

5. To remove the required qualification for the task, select the in the Task Assignment dialog box,
click the Qualifications tab, select the qualification, and click Remove.

If a user is assigned to the , you cannot remove the qualification. You must first remove the
assigned user from the .

6. Click OK.

If a has a qualification assigned to it, a user with the same or higher qualification must be assigned to it
if the SM_ENFORCE_ASSIGNMENT_CRITERIA preference is set to true.

Optimizing job cards

Sequencing job cards

You can sequence job cards by:

• Creating task dependencies

You can create task dependencies between two tasks to link their required order of completion. If two
tasks must occur in a certain order, you can create start-to-start, start-to-finish, finish-to-start, and
finish-to-finish dependencies between them to ensure their correct sequencing.

• Creating task constraints

You can use constraints to force a shift in the schedule honoring the constraint type. The constraint
type is indicated by a red marker on the Gantt chart task bar.

Sequence job tasks

You can sequence job tasks by:

• Creating task dependencies

• Creating task constraints

You can use constraints to force a shift in the schedule honoring the constraint type. The constraint
type is indicated by a red marker on the Gantt chart task bar.

• Manipulating tasks
You can manipulate tasks by cutting, copying, pasting, and positioning the tasks and changing the
task duration.

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Note:
When manipulating job tasks by cutting, copying, pasting, and positioning the tasks, all related
information such as part movements, characteristic values, and part requests will not be copied.

Create supporting information

Note:
You can also create supporting information for a work order, job card, or job task in My
Teamcenter from a task in your work list.

1. From the navigation pane, click Service Scheduler.

2. Right-click the data item or documents that you want to use as supporting information and choose
Copy.

Service Execution, Teamcenter 13.0 PLM00174 13.0 3-37

3. Select the work order, job card, or job task where you want to add supporting information.

4. If the summary pane is not displayed, right-click the work order, job card, or job task and choose
Open With → Summary.

5. In the Summary pane, click the References tab.

6. In the Supporting Information section, click Paste.

The supporting information is displayed.

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© 2020 Siemens
4. Approving the work order and
scheduling the work
Approving and implementing the scheduled service work
As the service technician, you implement the scheduled service work to perform the maintenance.

You approve and implement the scheduled service work by:

• Approving the work orders

You normally approve the work orders before implementing the related job cards and job tasks.

• Implementing tasks using workflows

You can submit job cards and job tasks to a workflow process to perform, review or approve the
service action.

• Managing part requests

Service Execution, Teamcenter 13.0 PLM00174 13.0 4-1

You create part requests related to work orders, job cards, or job tasks to identify a neutral part that a
service technician requires or wants to use as part of the service implementation.

• Issuing and returning parts

You issue physical parts to a work order, job card, or job task to make the parts available for part
movements. You return the physical parts for resources not consumed during implementation or
parts removed as part of a part movement.

• Managing part movement

You create part movements that identify parts to be uninstalled, installed, or replaced within the
affected physical asset as a result of a job card or job task.

• Setting up upgrade job cards

You define upgrade job cards to specifically handle upgrades by identifying a different neutral
configuration assigned to the impacted part related to the job card.

• Updating the physical configuration

You update the physical configuration on a job card or job task to implement part movements or
rebase the impacted part for an upgrade job card.

• Managing reported discrepancies

You create discrepancies to identify irregularities or observations that are discovered for the physical
asset during the implementation of the related work order, job card, or job task.

• Tracking utilization
You record and track information based on life, observation, and date characteristic definitions
assigned to job cards, job tasks, or physical assets.

Approving the work orders

You normally approve work orders before executing the related job cards and job tasks. You can
approve, cancel, reject, reopen, or close the work order by using a change states workflow that is
defined and configured by your workflow administrator. The work order change states define the status,
degree of completion, and the business decisions during the service scheduling and implementation
process. When you add participants to specific roles in the workflow, those users are responsible for
completing their assigned tasks defined in the workflow process.

The following diagram illustrates the standard approval and closure process that a work order uses.

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Implementing tasks using workflows

You can submit job cards and job tasks to a customized workflow process to perform, review or approve
the service action. In addition, you can configure job cards or job tasks so that when certain conditions
are met, the associated workflows are initiated. The triggering rules or conditions create a workflow
process. If there are updates to the workflow process tasks, a notification is sent to the task so that the
task can be updated.

Note:
A task refers to a job card or job task.

Add workflow task notifications for a task

1. Select a task from the task table.

2. Right-click and choose Workflow Task.

The Workflow Rule Configuration dialog box appears and displays the Workflow Trigger and
Workflow Template boxes.
The default workflow trigger is No workflow trigger and the default workflow template is No
workflow template.

Service Execution, Teamcenter 13.0 PLM00174 13.0 4-3

Note:
The workflow trigger and workflow template can also be set in the tree table.

3. From Workflow Trigger, choose one of the following triggers:

• Predecessors complete (the predecessors have completed)

• Scheduled start date (the scheduled start date has arrived)

• Both scheduled start date and predecessors complete (both of the above)

• Either scheduled start date or predecessors complete (either of the above)

4. Select a workflow in the Workflow Template dialog box.

Note:
If the selected workflow template contains an interactive task, for example, Do Task, Review
Task, or Signoff Task, the task to be performed appears in the user's Inbox. If no interactive
task is present in the workflow template, no workflow notification is displayed.

5. Click OK.

If a schedule is unpublished or is a template, workflow triggers are not processed. Therefore, the
workflows are not processed and the workflows do not appear in the user's Inbox. Only schedules that
are published and are not templates start workflows.

Note:
If you change the finish date of a workflow, the schedule task finish date is no longer changed.
Instead, the workflow sends an e-mail to the schedule owner about the workflow slipping. The
owner can then decide if the schedule should be changed. The In Progress and Complete status
updates are still automatically updated.

Initiate a workflow
1. In the task table, select a workflow task.

2. Choose Schedule → Launch Workflow Now or right-click and choose Launch Workflow Now.

3. In the Confirm Launch Workflow dialog box, click Yes to launch the workflow.

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Assign a resource to a task

As the project manager responsible for creating a schedule, you define the resources for the project. As
the project scope becomes more defined and you fill in the schedule by adding tasks and milestones,
you are likely to refine your resource needs.

You can start adding the names of resources who will be working on this project as you acquire them.
These may be the names of actual people, or they may be disciplines that act as placeholders until you
are ready to assign actual tasks.

1. Right-click the task and choose Assignments → Assign to Task.

2. Click the Organization, Project Teams, Disciplines, or Search tab and select a user, role/group, or
discipline to assign to the task. You can assign a combination role/group and discipline.

a. If you click the Organization or Project Teams tab, select users from the tree and click Add.

• In the Organization tab, you can filter the tree by group, role, user name, or user ID in the
box above the tree.

• In the Project Teams tab, select the project from the Projects list. You can filter the tree by
name in the box above the tree.

Alternatively, you can use Resource Pool Options/Placeholder Options to assign a set of
group or role members as participants instead of individual users. When a group or role is
selected, additional options become available.

If you select You can

A group • Click Any Member so any member of the group can be

assigned to the task

• Or All Members to assign the entire group membership to the

task.

A group and the Assign members from that group later.

Placeholder
Assignment check box

A role under a group • Click Any Member and choose Specific Group to assign any
member of the combined group and role to the task

Service Execution, Teamcenter 13.0 PLM00174 13.0 4-5

If you select You can

• Or choose Any Group to assign any member of any group and

the selected role to the task.

A role and the • Choose Specific Group to use the combined group and role as
Placeholder a placeholder
Assignment check box
• Or choose Any Group to use the selected role with any group
as a placeholder.

b. If you click the Disciplines tab, select either a discipline or users from the disciplines tree and
click Add.

You can filter the tree by name, user name, or user ID in the box above the tree. No resource
pool options are available.

c. If you click the Search tab, select a discipline, placeholder, or qualification to match a user
that you can assign.

To search for Select And then

users

In a discipline The discipline Select one of the users in the Results list and
underneath the task and click Add. The user is assigned in place of the
click the Find Resources discipline.
button.

To replace the The placeholder role/ Select one of the users in the Results list and
placeholder group or role underneath click Add. The user is assigned in place of the
the task and click the placeholder.
Find Resources button.

Who meet the The task, select the Select one or more of the users in the Results
qualification qualification/level, and list and click Add. The users are assigned to
required by the click the Find Resources the task.
task button.

With a higher The Show Alternates Select one or more of the users in the Results
qualification check box. list and click Add. The users are assigned to
level than the task.
required by the
task or with out-
of-date
qualification

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If you select a combination placeholder and discipline and attempt to assign a user that does
not match both requirements, the user is assigned as an additional resource instead of
replacing the combination.

You can see the load of the user selected in the Results list by clicking the Show Resource
Graph button.

Qualifications, discipline, and group/role requirements are enforced if the

SM_ENFORCE_ASSIGNMENT_CRITERIA preference is set to true.

3. Click Add.

4. Change the Load value if needed.

5. Click OK.

Tasks assigned to a user or a resource pool that the user is a member of appears in the Schedule Tasks
folder in their Worklist.

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What is a part request?

A part request identifies a neutral part that a technician requires or wants to use as part of the service
implementation. You can relate part requests to work orders, job cards, or job tasks.

Example:
A job card to inspect a robot’s wheel assembly was performed and a tire tread was found to be
worn. You create a part request for a new tire tread for the robot’s wheel.

As the following figure shows, you can optionally relate the following to a part request:

• An existing neutral item

The neutral item must be a valid SLM neutral item defined by the IsMRONeutralType business
constant.

• The saved query criteria for a neutral item

You can save the query criteria for a neutral item that does not exist at the time the part request was
created, but may be created at a later date.

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You can perform the following actions on a part request:

• Issue parts against the part request

You can issue physical parts against the part request for a work order, job card, or job task. The part
request must be related to a neutral item in order to issue parts against the part request. When you
create the part request, you specify the quantity of parts needed. The number of issued parts cannot
exceed this value.

• Validate a part request

You can validate part requests to check if there is a neutral item related to the part request with the
Requested Part relation. If none exists, you have the option of searching for and relating an existing
neutral item.

• Close a part request

You can close part requests if you do not want to issue the quantity of parts requested.

• Cancel a part request

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You can cancel part requests if the part request is no longer needed or rejected during an approval
process.

The following table displays the conditions that need to be satisfied when managing part requests. If the
condition is not met, a dialog box appears indicating the condition is not satisfied and you are unable to
perform the action.

Action Condition Default property setting

Create a part SSS0AllowWorkOrderReferences The Closure of the work order

request for a work must be set to Open.
order.

Create a part SSS0AllowsJobActivityReferences The Status of the job card or job

request for a job task must be set to any of the
card or job task. following:

• Not Started

• In Progress

• Late

• Needs Attention

Validate a part SPR0IsPartRequestValidated The Disposition of the part

request. request must be set to
Requested.

Close a part SPR0IsPartRequestClosed The Disposition of the part

request. request must be set to
Requested.

Cancel a part SPR0IsPartRequestCancelable The Disposition of the part

request. request must be set to
Requested.

The part request uses service processing states to indicate the maturity state of the part request. The
following table displays the state changes that are caused by actions performed on the part request.

Action on part request Approval value Disposition value

Create a part request. Pending Requested

Cancel a part request. Rejected Canceled

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Action on part request Approval value Disposition value

Issue a part against the part Approved Completed

request.

Close a part request. Approved Completed

Create a part request

1. To create a part request from Service Scheduler, do the following steps:

a. From the navigation pane, click Service Scheduler.

b. Select the work order, job card, or job task and do one of the following:

• Choose File → New → Part Request.

• On the main toolbar at the top of the Service Scheduler pane, click the Part Request
button .

• Right-click the work order, job card, or job task and choose New → Part Request.

• If the Summary pane is not displayed, right-click the work order, job card, or job task and
choose Open With → Summary.

A. In the Summary pane, click the Parts tab.

B. In the Part Requests section, click Part Request.

2. To create a part request from a task in your work list, do the following steps:

a. From the navigation pane, click My Worklist.

b. Select the work order, job card, or job task from the work list.

c. If the summary pane is not displayed, right-click the work order, job card, or job task and
choose Open With → Summary.

d. In the Summary pane, click the Parts tab.

e. In the Part Requests section, click Part Request.

3. To create a part request from a required resource, do the following steps:

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a. If the Summary pane is not displayed, select the job card or job task, right-click it, and choose
Open With → Summary.

b. In the Summary pane, click the Parts tab.

c. In the Resources section, click a required resource and then click Create New Part Request.

Note:
The Create New Part Request option is available only for a valid SLM neutral item
defined by the IsMRONeutralType business constant.

d. Make any changes necessary in the Create Part Request Type dialog box and click Finish.

Teamcenter generates a new part request for the selected required resource and places it in the
Part Requests section of the Parts tab.

4. In the Create Part Request Type dialog box, do the following steps to relate or clear a neutral item
from the part request in the Item field.

Actions for item Steps

Add an item. a. Click the button next to the Item field and select Relate
Item.

b. In the Search dialog box, click the Search tab and complete the
following information to set up filters for searching.

Field name Definition Valid values

Item ID The ID of the Alphanumeric (1–32

neutral item. characters)

Name The name of the Alphanumeric (1–128

neutral item. characters)

Description The description of Alphanumeric (1–240

the neutral item. characters)

Owning User The ID of the user Alphanumeric (1–32

who owns the characters)
neutral item.

Owning Group The group who Alphanumeric (1–128

owns the neutral characters)
item.

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Actions for item Steps

Field name Definition Valid values

Type The type of neutral Alphanumeric (1–32

item. characters)

Created After The neutral items Click the Set Date

created after a button and select a
specific date. date from the
calendar.

Created Before The neutral items Click the Set Date

created before a button and select a
specific date. date from the
calendar.

Modified After The neutral items Click the Set Date

modified after a button and select a
specific date. date from the
calendar.

Modified Before The neutral items Click the Set Date

modified before a button and select a
specific date. date from the
calendar.

Released After The neutral items Click the Set Date

released after a button and select a
specific date. date from the
calendar.

Released Before The neutral items Click the Set Date

released before a button and select a
specific date. date from the
calendar.

c. If the neutral item exists:

A. Click Find.

B. Select the neutral item from the results and click OK.

d. If the neutral item doesn’t exist, click Save to save the query
criteria.

Clear an item. a. Click the button next to the Item field and select Clear.

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5. In the Create Part Request Type dialog box, complete the remaining information to create the
part request.

Field name Definition Valid Values

Name The name of the part request Alphanumeric string (1–

(required). 128 characters)

Description The description of the part request Alphanumeric string (1–

(required). 240 characters).

Initiation Date The date the part request is Click the Set Date
initiated. button and select a date
from the calendar.

Due Date The date the part request is due. Click the Set Date
button and select a date
from the calendar.

Quantity Requested The number of requested parts. Integer

Note:
When you issue parts
against the part request, the
number of issued parts
cannot exceed this value.

6. Click Finish to create the part request.

The part request is created and displayed in the Summary pane for the work order, job card, or job
task under the Parts tab.

Validate a part request

You can validate part requests to check if there is a neutral item related to the part request. If none
exists, you have the option of searching for and relating a neutral item.

The condition SPR0IsPartRequestValidated determines whether the part request can be validated. By
default, the disposition of the part request must be set to Requested.

Note:
If this condition is not met, a dialog box appears indicating the condition is not satisfied and you
are unable to validate the part request.

1. To validate a part request from Service Scheduler, do the following steps:

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a. From the navigation pane, click Service Scheduler.

b. Do one of the following:

• Using advanced search, locate the part request.

• Right-click the part request and choose Validate Part Request.

• Locate and select the work order, job card, or job task that has the part request you want to
validate and do the following:

• If the summary pane is not displayed, right-click the work order, job card, or job task and
choose Open With → Summary.
In the Summary pane, do the following:

A. Click the Parts tab.

B. In the Part Requests section, select the part request to validate and click Validate
Part Request.

2. To validate a part request from a task in your work list, do the following steps:

a. From the navigation pane, click My Worklist.

b. Select the work order, job card, or job task from the work list.

c. If the summary pane is not displayed, right-click the work order, job card, or job task and
choose Open With → Summary.
In the Summary pane, perform the following:

d. In the Summary pane, click the Parts tab.

e. In the Part Requests section, select the part request to validate and click Validate Part
Request.

If the part request already has a related neutral item, a dialog box appears indicating the part
is already validated.

3. Click OK to close the dialog box.

4. If the part request does not have a related neutral item, the Search dialog box appears.

a. Enter the information to set up filters for searching.

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Note:
If you saved the query criteria for a neutral part when creating the part request, the
fields are filled in with the values from the saved query.

b. Click Find.

c. From the results list, select the neutral item you want to relate to the part request and click
OK.

The neutral item is related to the part request and is displayed in the summary pane for the
related job card, job card or job task under the Parts tab.

Issuing and returning parts

You can issue physical parts to a work order, job card, or job task. When you issue a physical part, the
physical location of the physical part changes from its current location to the location specified on the
work order. The physical parts now become available when you create part movements for a job card or
job task. You can issue physical parts with or without a part request.

When you issue parts with a part request, the approval state of the part request is set to Approved and
the disposition state is set to Completed. The number of issued parts cannot exceed the quantity of
parts defined by the part request.

As the following figure shows, you can issue physical parts realized from the related neutral part or from
a valid global alternate.

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You can return the physical parts that have been issued for a work order, job card, job task, or part
request. The returned parts can be for resources not consumed during implementation or parts
removed as part of a part movement. When you return parts, you have the option of returning them to
a specific location or disposition.

Issue parts

1. To issue parts from Service Scheduler, do the following steps:

a. From the navigation pane, click Service Scheduler.

b. Do one of the following:

• Right-click the work order, job card, job task, or part request and select Issue Part.

• If the summary pane is not displayed, right-click the work order, job card, or job task and
choose Open With → Summary.
In the Summary pane, do the following:

A. Click the Parts tab.

B. Select the part request you want to issue a part for and click Issue Part.

2. To issue parts from a task in your work list, do the following steps:

a. From the navigation pane, click My Worklist.

b. Select the work order, job card, or job task from the work list.

c. If the summary pane is not displayed, right-click the work order, job card, or job task and
choose Open With → Summary.

d. In the Summary pane, click the Parts tab.

e. Select the part request you want to issue a part for and click Issue Part.

3. In the Issue Parts dialog box, click the Search tab and complete the following information to set
up filters for searching.

Field name Definition Valid values

Part number The part number of the Alphanumeric (1–32 characters)

physical part.

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Field name Definition Valid values

If you are issuing a part for a

part request that has a
related neutral item, this
field is already filled in with
the neutral item part
number.

Name The name of the physical Alphanumeric (1–128 characters)

part.

Serial Number The serial number for the Alphanumeric (1–128 characters)
generated physical part.

Serial Number After The serial number used to Alphanumeric (1–128 characters)
filter physical parts with
serial numbers greater than
the serial number entered.

Serial Number Before The serial number used to Alphanumeric (1–128 characters)
filter physical parts with
serial numbers less than the
serial number entered.

Lot Number The lot number for the Alphanumeric (1–128 characters)
generated physical part.

Manufacturer's ID The manufacturer ID of the Alphanumeric (1–128 characters)

physical part.
The Manufacturer's ID box
is automatically populated if
you entered a lot number.

Manufactured After The manufacturing date Click the Set Date button and
used to filter physical parts select a date from the calendar.
with manufacturing dates
greater than the date
entered.

Manufactured Before The manufacturing date Click the Set Date button and
used to filter physical parts select a date from the calendar.
with manufacturing dates
before the date entered.

Manufacturing Date The manufacturing date of Click the Set Date button and
the physical structure. The select a date from the calendar.
manufacturing date must be
before the installation date.

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Field name Definition Valid values

Location Name The physical location of the Select the physical location from
physical part. the list.

Disposition Value The disposition of the Select the disposition from the
physical part. list.

4. Click Find.

If you are issuing a part without a part request, the search results are displayed with the list of
installable parts that are not in the physical location of the work order. If you are issuing a part with
a part request, the search results are displayed with the list of preferred parts and alternate parts
that are not in the physical location of the work order.

5. Select the physical parts you want to issue.

6. Click OK to issue the parts.

The physical locations of the issued parts are changed to the physical location of the work order.

Beginning your service work

When you begin your service work, you can use Service Work Instructions (Service Work Instructions) in
Active Workspace to record your data.

• Open the task in your Inbox, and its status changes to In Process and the work timer starts.

• Review the work instructions and any hazard notifications or reference material attached, including
images, documents, animations, and forms.

• Collect and record characteristics as you perform the work.

You can also collect characteristic data in Service Scheduler.

• If you need to temporarily take a break or work on another task, pause the current task. Its status
changes to Paused and the timer stops.

You can also record your data in Service Scheduler on the rich client.

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Recording part removal and installation

What is part movement?

Part movement is a record of each physical part that is installed, replaced, or uninstalled as a result of a
job card or job task. Each installation or uninstallation of a physical part must have a unique part
movement record.

You can only create part movements for job cards and job tasks with no children.

The SSS0AllowsJobActivityReferences condition set in Business Modeler IDE determines whether you
can relate a part movement to a job or job task. By default, the Status property for the job card or job
task must be set to any of the following:

• Not Started

• In Progress

• Late

• Needs Attention

To ensure the correct physical configuration for the job card or job task is used, you cannot add part
movements to a job card or job task for:

• Job cards or job tasks that have assigned characteristic values.

• Job cards that are upgraded.

You can create the following types of part movements.

Type of Part Movement Description

Uninstall An uninstall part movement uninstalls a physical part from

the physical structure.

Install An install part movement installs an existing or new

physical part into the physical structure.

Replace A replace part movement uninstalls a part from a physical

structure and installs an existing or new replacement
physical part into the physical structure.

When you create a part movement to install or replace a physical part, you can choose the physical part
to install by:

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• Selecting the physical part from a list of issued parts.

The list of issued physical parts is populated by the parts that are issued at the level of the job activity
being performed or by the parts issued to the parents of the active activity.

• Searching for an existing physical part in the same location as the physical asset related to the job
card or job task.

• Selecting the Is New option to create a new physical part.

If the Is New option is set to a value of true, you can specify an existing neutral part to be used as the
basis for a new physical part.

Part movements can be categorized as traceable or untraceable. Traceable part movements are
necessary for parts that affect the physical structure. The changes to the physical structure from a
traceable part movement are not applied until the parent service event is approved. Untraceable part
movements capture only the part number and serial number of the physical part and are used for parts
that do not affect the physical structure, such as a filter change.

After you create the part movements, they are displayed in the summary pane under the Parts tab for
the associated job card or job task.

To implement the part movements, you must update the physical configuration. You can update the
physical configuration manually or submit the update through a customized workflow for approval.

Create part movement – uninstall

1. From the navigation pane, click Service Scheduler.

2. Create a part movement in one of the following ways:

• Choose File → New → Part Movement.

• Right-click and choose New Part Movement.

3. In the Create Part Movement dialog box, complete the following information for the part
movement.

Field name Definition Valid values

Parent Job card or job task associated with this Click and select one of the
part movement (required).
following values:

• Add allows you to search for

an existing to associate with
this part movement.

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Field name Definition Valid values

• Clear clears any service event

that is contained in this field.

Name The name of the part movement Alphanumeric string (1–128

(required). characters).

Description The description of the part movement. Alphanumeric string (1–240

characters).

Part Movement The type of part movement (required). Select Uninstall to create an
Type uninstall part movement.

Is Traceable Determines whether this part movement is true (default value) or

for a part that affects the physical false.
structure. If set to false, the system only
captures the part number and serial
number of the physical part being
uninstalled.

Action Date The date of the part movement. Click the Set Date button and
select a date from the calendar.
Note:
If you do not enter a value for the
action date, the date is set from the
current date/time on the server
where the part movement is created.

4. From the Maintenance tree pane, select the physical part you want to uninstall.

Note:
If a part in the physical structure is missing and has no generated physical part, the part is
highlighted in red and is represented by a neutral part. You cannot select that part for the
uninstallation.

5. Click OK. Alternatively, click Close to exit.

The following occurs:

• The Parent Physical Element field now contains the physical structure parent part.

• The Usage Name field now contains usage of the selected physical part.

6. Complete the following information for the uninstall part movement.

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Field name Definition Valid values

Part Number The part number of the new physical part. Alphanumeric string (1–128
The part number is valid only if the field Is characters).
Traceable is set to false indicating the part
you are uninstalling does not exist as a
neutral part in the database.

Serial Number The serial number of the new physical part. Alphanumeric string (1–128
The part number is valid only if the field Is characters).
Traceable is set to false indicating the part
you are uninstalling does not exist as a
neutral part in the database.

Manufacture The manufacturer ID of the new physical Alphanumeric string (1–128

ID part. The part number is valid only if the characters).
field Is Traceable is set to false indicating
the part you are uninstalling does not exist
as a neutral part in the database.

Lot Number The lot number of the new physical part. Alphanumeric string (1–128
The part number is valid only if the field Is characters).
Traceable is set to false indicating the part
you are uninstalling does not exist as a
neutral part in the database.

Uninstall The physical location of the uninstalled Click and select one of the
Location part.
following values:

• Add to select the physical

location from the displayed list
of preferred physical locations.
• Clear to clear the physical
location that is contained in
this field.

7. Click Finish to create the uninstall part movement. Alternately, click Cancel to exit.

The part movement is created and displayed in the Summary pane for the job card or job task
under the Parts tab.

The applicable part movement changes are not applied to the physical structure until the
configuration is updated. After the configuration update, the physical part is uninstalled from the
structure.

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Create part movement – install or replace

1. From the navigation pane, click

2. Create a part movement in one of the following ways:

• Choose File → New → Part Movement.

• Right-click and choose New Part Movement.

3. In the Create Part Movement dialog box, complete the following information for the part
movement.

Field name Definition Valid values

Parent The parent service event associated to this Click and select one of the
part movement (required).
following values:

• Add allows you to search for

an existing to associate with
this part movement.
• Clear clears any service event
that is contained in this field.

Name The name of the part movement Alphanumeric string (1–128

(required). characters).

Description The description of the part movement. Alphanumeric string (1–240

characters).

Part Movement The type of part movement (required). Select Install to create an install
Type part movement.
Select Replace to create a
replacement part movement.

Is Traceable Determines whether this part movement is true (default value) or

for a part that affects the physical false.
structure. If set to false, the system only
captures the part number and serial
number of the physical part being
installed.

Is Approved Determines whether this part movement is true or

Deviation an approved deviation. false (default value).

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Field name Definition Valid values

Is Extra to Determines whether this part movement is true or

Design extra to design. false (default value).

Action Date The date of the part installation. Click the Set Date button and
select a date from the calendar.
Note:
If you do not enter a value for the
action date, the date is set from the
current date/time on the server
where the part movement is created.

4. From the Maintenance tree pane:

• If the Part Movement Type field is set to Install, select the physical part to identify the usage of
the part you want to install.

• If the Part Movement Type field is set to Replace, select the physical part to identify the usage
of the part you want to uninstall and replace.

Note:
If the Part Movement Type field is set to Replace, you cannot select a part for
replacement that is uninstalled or missing.

Note:
• If Is Extra to Design is set to true, select the physical part parent of the structure where
you want to install the extra to design part.

• If a part in the physical structure is missing and has no generated physical part, the part is
highlighted in red and is represented by a neutral part. You cannot select that part for
replacement.

5. Click OK. Alternatively, click Close to exit.

The following occurs:

• The Parent Physical Element field now contains the physical structure parent part.

• The Usage Name field now contains usage of the selected physical part.

6. From Create Part Movement pane, complete the following information for the part movement.

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Field name Definition Valid values

Is New Determines whether this part exists as a true or

neutral part in the database and does not false (default value)
have a realized physical part.

Neutral Part The neutral part that is used to create the Click and select one of the
new physical part to be installed.
following values:
Note:
• Add allows you to search for
This field is only valid if Is New is set an existing neutral part.
to true indicating the neutral part • Clear clears any neutral part
does not have a realized physical that is contained in this field.
part.

Physical Part The physical part to install. Click and select one of the
following values:
Note:
This field is only valid for the • Add allows you to search for
following conditions: an existing physical part to
install.
• The field Is New is set to false The search results display the
indicating the physical part valid preferred, alternate,
selected for the install already substitute, and deviated
exists. physical parts that can be
installed.
• The field Is Traceable is set to • Clear clears any physical part
true indicating it is traceable part that is contained in this field.
movement.

Part Number The part number of the new physical part. Alphanumeric string (1–128
The part number is valid only if the field Is characters).
Traceable is set to false indicating the part
you are installing does not exist as a
neutral part in the database.

Serial Number The serial number of the new physical Alphanumeric string (1–128
part. The part number is valid only if the characters).
field Is Traceable is set to false indicating
the part you are installing does not exist as
a neutral part in the database.

Manufacture ID The manufacturer ID of the new physical Alphanumeric string (1–128

part. The part number is valid only if the characters).
field Is Traceable is set to false indicating

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Field name Definition Valid values

the part you are installing does not exist as

a neutral part in the database.

Lot Number The lot number of the new physical part. Alphanumeric string (1–128
The part number is valid only if the field Is characters).
Traceable is set to false indicating the part
you are installing does not exist as a
neutral part in the database.

Uninstall The physical location of the uninstalled Click and select one of the
Location part.
following values:
Note:
• Add to select the physical
This field is only available if the Part location from the displayed list
Movement Type field is set to of preferred physical locations.
Uninstall or Replace. • Clear to clear the physical
location that is contained in
this field.

7. Click Finish to create the install part movement. Alternately, click Cancel to exit.

The part movement is created and displayed in the Summary pane for the job card or job task
under the Parts tab.

The applicable part movement changes are not applied to the physical structure until the
configuration is updated. After the configuration update, the physical part is uninstalled from the
structure.

Creating discrepancies

What are discrepancies?

Discrepancies are irregularities or observations that are discovered for the physical asset during the
implementation of the related work order, job card, or job task. Discrepancies can also identify if there
was a failure with the physical part. A reported discrepancy can also contain fault information about the
part. This fault information, or fault code, is an identifier that indicates an itemized fault or problem that
a manufacturer has identified with a part. Physical parts can also report fault codes as a result of internal
diagnostics.

You relate a work order, job card, or job task to a service discrepancy to identify that the work order
addresses the service discrepancy. The related work order, job card, or job task is identified as the
corrective action for the service discrepancy. On completion of a work order or job card or job task, the
discrepancy related by the corrective action relationship is also completed.

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Example:
As the following figure shows, you create a reported discrepancy for a worn tire tread found while
executing a job card to inspect the robot. You assign the corrective action for the discrepancy to a
job card to replace the tire tread.

Create a reported discrepancy

1. To create a reported discrepancy from Service Scheduler, do the following steps:

a. From the navigation pane, click Service Scheduler.

b. Select the work order, job card, or job task and do one of the following:

• Choose File → New → Discrepancy.

• Click the Discrepancy button on the main toolbar at the top of the Service Scheduler
pane.

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• Right-click the work order, job card, or job task and choose New → Discrepancy.

• If the summary pane is not displayed, right-click the work order, job card, or job task and
choose Open With → Summary.

A. In the Summary pane, click the References tab.

B. In the Discovered Discrepancies section, click Discrepancy.

2. To create a reported discrepancy from a task in your work list, do the following steps:

a. From the navigation pane, click My Worklist.

b. Select the work order, job card, or job task from the work list.

c. If the summary pane is not displayed, right-click the work order, job card, or job task and
choose Open With → Summary.

d. In the Summary pane, click the References tab.

e. In the Discovered Discrepancies section, click Discrepancy.

3. In the Create Reported Discrepancy Type dialog box, complete the following information for the
reported discrepancy.

Field name Definition Valid values

Name The name of the reported discrepancy Alphanumeric string (1–128

(required). characters).

ID The identification number of the reported Alphanumeric string (1–32

discrepancy. characters).

Activity The activity number of the reported Alphanumeric string (1–32

Number discrepancy. characters).

Description The description of the reported Alphanumeric string (1–240

discrepancy. characters).

Initiation Date The date that the discrepancy is first Click the Set Date button and
recorded. select a date from the calendar.

Severity The severity level of the discrepancy. Select one of the following
values:

• Critical
• Major
• Minor

5-22 PLM00174 13.0 Service Execution, Teamcenter 13.0

Field name Definition Valid values

Is Failure Determines whether this discrepancy is a true or

part failure. false (default value)

Discovered By The name of the person that discovered Alphanumeric string (1–40
the discrepancy. This is automatically characters).
populated from the job card or job task.

Discovery Date The date that the discrepancy was You can change the date by
discovered. This is automatically populated clicking the Set Date button
from the job card or job task. and selecting a date from the
calendar.

Due Date The date that the corrective action work Click the Set Date button and
needs to be complete. select a date from the calendar.

Physical Part In The physical part associated with this Click and select one of the
Progress reported discrepancy (required).
following values:

• Add allows you to search for a

physical part to associate with
this reported discrepancy.
• Clear clears any physical part
that is contained in this field.

Fault Code Associated fault codes for this reported Click and select one of the
discrepancy.
following values:

• Add allows you to search for a

fault code to associate with
this reported discrepancy.
The Fault Codes tab displays
all fault codes that are
attached to the neutral part
from which the physical part
is realized. Click the Search
tab to look for other fault
codes, which are displayed on
the Search Results tab.
• Remove clears the selected
fault code in this box.

4. Click Finish to create the reported discrepancy. Alternatively, click Cancel to exit.

The discrepancy is created and displayed in the Summary pane for the work order, job card, or job
task under the References tab.

Service Execution, Teamcenter 13.0 PLM00174 13.0 5-23

Create a corrective action from a selected discrepancy

You can create a corrective action from a selected discrepancy from Service Scheduler or from a task in
your worklist.

To create the corrective action from a selected discrepancy from Service Scheduler, do the following
steps:

1. From the navigation pane, click Service Scheduler.

2. Use advanced search to search for the discrepancy you want to add the corrective action to.

If the summary pane is not displayed, right-click the work order, job card, or job task that contains
the reported discrepancy and choose Open With → Summary.

In the Summary pane, click the References tab.

The reported discrepancies are displayed under the Discovered Discrepancies section.

3. Right-click the reported discrepancy and choose one of the following:

• Add Corrective Action → Corrective Action to Job Card to add the corrective action to a job
card.

• Add Corrective Action → Corrective Action to Job Task to add the corrective action to a job
task.

• Add Corrective Action → Corrective Action to Work Order to add the corrective action to a
work order.

To create the corrective action from a selected discrepancy from a task in your work list, do the following
steps:

1. From the navigation pane, click My Worklist.

2. Select the work order, job card, or job task from the work list.

3. If the summary pane is not displayed, right-click the work order, job card, or job task that contains
the reported discrepancy and choose Open With → Summary.

4. In the Summary pane, click the References tab.

The reported discrepancies are displayed under the Discovered Discrepancies section.

After you create the corrective action, use the Search dialog box to set up filters for searching the job
card, job task, or work order where you want to create the corrective action.

5-24 PLM00174 13.0 Service Execution, Teamcenter 13.0

1. In the Search dialog box, click the Search tab and complete the following information.

Field name Definition Valid values

Name Name of the job card, job Alphanumeric (1–128 characters)

task, or work order.

Description Description of the job card, Alphanumeric (1–128 characters)

job task, or work order.

Owning User ID of the user who owns the Alphanumeric (1–128 characters)
job card, job task, or work
order.

Owning Group Group who owns the job Alphanumeric (1–128 characters)
card, job task, or work order.

Created After Job cards, job tasks, or work Click the Set Date button and
orders created after a select a date from the calendar.
specific date.

Created Before Job cards, job tasks, or work Click the Set Date button and
orders created before a select a date from the calendar.
specific date.

2. Select the job card, job task, or work order from the results list and click OK.

The corrective action for the discrepancy is assigned to the selected job card, job task, or work
order.

Create a corrective action from a selected work order, job card, or job task

1. To create the corrective action from a selected work order, job card, or job task from Service
Scheduler, do the following steps:

a. From the navigation pane, click Service Scheduler.

b. Do one of the following:

• Right-click the job card, job task, or work order and choose Add Corrective Action →
Search Discrepancy.

• If the summary pane is not displayed, right-click the work order, job card, or job task that
contains the reported discrepancy and choose Open With → Summary.

A. In the Summary pane, click the References tab.

B. In the Corrected Discrepancies section, click Search Discrepancy.

Service Execution, Teamcenter 13.0 PLM00174 13.0 5-25

2. To create the corrective action from a selected work order, job card, or job task from a task in your
work list, do the following steps:

a. From the navigation pane, click My Worklist.

b. Select the work order, job card, or job task from the work list.

c. If the summary pane is not displayed, right-click the work order, job card, or job task that
contains the reported discrepancy and choose Open With → Summary.

d. In the Summary pane, click the References tab.

e. In the Corrected Discrepancies section, click Search Discrepancy.

3. In the Search dialog box, click the Search tab and complete the following information to set up
filters for searching the discrepancies.

Field name Definition Valid values

Name The name of the Alphanumeric (1–128 characters)

discrepancy.

Description The description of the Alphanumeric (1–128 characters)

discrepancy.

Owning User The ID of the user who owns Alphanumeric (1–128 characters)
the discrepancy.

Owning Group The group who owns the Alphanumeric (1–128 characters)
discrepancy.

Authorized By The name of the person that Alphanumeric string (1–40

authorized the discrepancy. characters).

Discovered By The name of the person that Alphanumeric string (1–40

discovered the discrepancy. characters).

Discovery Date The date that the Click the Set Date button and
discrepancy was discovered. select a date from the calendar.

Initiation Date The date that the Click the Set Date button and
discrepancy was initiated. select a date from the calendar.

Due Date The date that the corrective Click the Set Date button and
action work needs to be select a date from the calendar.
complete.

5-26 PLM00174 13.0 Service Execution, Teamcenter 13.0

Field name Definition Valid values

Created After Discrepancies created after a Click the Set Date button and
specific date. select a date from the calendar.

Created Before Discrepancies created before Click the Set Date button and
a specific date. select a date from the calendar.

4. Select the discrepancies from the results list and click OK.

The corrective action is assigned to the job card, job task, or work order for the selected
discrepancies.

Reassign job card or job task to another user

A job card or job task can be assigned through a workflow to a user within a particular discipline. If that
user wants to reassign it to another user, the new user must also be within the same discipline if the
AUTOSCHEDULING-person-reassign-validate handler is attached to the workflow task.

1. Select the task you want to reassign in your worklist and click Actions → Assign.

The Assign Responsible Party dialog box displays.

2. Select the new user and click OK.

If the new user is not within the same discipline, Teamcenter displays an error. Click OK and select
a different user within your discipline.

The task moves from your Tasks to Perform folder to your Tasks to Track folder.

Return parts
You can return physical parts that have been issued for a work order, job card, job task, or part request.
When you return parts, you return them to a specific location and optionally a new disposition.

1. From the navigation pane, click Service Scheduler.

2. Locate the work order, job card, job task, or part request where you want to return the physical
parts.

3. Right-click the work order, job card, job task, or part request and select Return Parts.

4. In the Return Parts dialog box, complete the following information.

Service Execution, Teamcenter 13.0 PLM00174 13.0 5-27

Field name Definition Valid values

Location The physical location for the returned part Click and select a physical
(required).
location.

Disposition The disposition for the returned part. Click and select a disposition.
Leave blank to keep the current
disposition.

Return Date/ The date the part is returned. Click the Set Date button and
Time select a date from the calendar.
Note:
If you do not enter a value for the
return date, the date is set from the
current date/time on the server.

5. From the displayed list of parts, select the parts that you want to return and click OK.

The parts are returned to the selected location.

Complete a maintenance action

To complete a maintenance action, its associated job cards must be completed first.

After the cards are complete, the maintenance action completes automatically if the Auto-complete
check box was selected when it was created. If the check box was not selected, you must complete the
maintenance action manually.

1. Select an as-maintained BOM line in the Service Editor view, right-click it, and choose Generate
Automated Service Schedule.

2. In the Generate Maintenance Schedule dialog box, click the Maintenance Action tab and then
the Show Maintenance Action button.

3. In the list of maintenance actions, right-click the one you want to show as complete and choose
Complete Maintenance Action.

Note:
All job cards must be completed first.

4. In the Complete Maintenance Action dialog box, click Yes.

5-28 PLM00174 13.0 Service Execution, Teamcenter 13.0

The completion updates the Disposition, Completion Date, and Completion By properties on the
maintenance action and records the maintenance action data for future review. The Time Since
Overhaul or Time Since Repair property for the physical part is also updated.

The maintenance action is removed from the active list.

Note:
The MRO Automated Scheduling template must be installed to provide this capability.

Sign off using a PKI digital signature

If Teamcenter is configured to use a PKI digital signature, you may have the option to use this feature to
sign off the work order.

Service Execution, Teamcenter 13.0 PLM00174 13.0 5-29

5-30 PLM00174 13.0 Service Execution, Teamcenter 13.0

© 2020 Siemens
6. Evaluating the service work
Viewing schedule summaries
The schedule summaries are displayed using the task table and Gantt chart in Service Scheduler. The
schedule task is used as a summary mechanism to track properties from the job cards and their child job
tasks. In addition, job cards or job tasks that contain children contain the summary information for their
child job tasks.

The following properties for the summary tasks are dependent on their child tasks:

• Start date
The start date for the schedule task, parent job card, or job task is set to the earliest start date of its
child tasks.

• Finish date
The finish date for the schedule task, parent job card, or job task is set to the latest finish date of its
child tasks.

• Work Estimate
The total estimated work for the schedule task, parent job card, or job task is rolled up from its child
tasks.

• Status
The status for the schedule task, parent job card, or job task is dependent on its child tasks.

• Work Complete
The total estimated work for the schedule task, parent job card, or job task is rolled up from its child
tasks.

• Work Complete Percent

The percentage of completed work for the schedule task, parent job card, or job task is calculated
from its child tasks.

As the following figure shows, the schedule summary task is displayed as the schedule symbol in the
task table and the summary task is displayed as a black bar in the Gantt chart that spans
the duration of its child job tasks.

01–Nov-2011
Object M T W T F S S
Upgrade Robot START

Upgrade Compressor Upgrade Compressor

Service Execution, Teamcenter 13.0 PLM00174 13.0 6-1

Inspect Compressor Inspect Compressor

Uninstall Compressor Uninstall Compressor

Install New Compressor Install New Compressor

Viewing the utilization

You can view the recorded utilization for the job card, job task or physical asset.

The following utilization information is displayed for when you view the utilization for a job card, job
task, or the physical part.

Column name Description

Characteristics Name Specifies the name of the characteristic definition.

Unit Specifies the unit used for the characteristic

definition.

Time Since New Specifies the sum of all recorded values for a life
characteristic definition. If a revision rule is being
used, the value is the sum of all recorded values
since the revision rule date.

Last Value Specifies the latest recorded value for an observation

characteristic definition or the latest date for a date
characteristic definition.

Last Utilization Date Specifies the latest date the utilization values were
recorded.

The following additional utilization information is displayed when you view the utilization for a physical
part.

Column name Description

Time on Parent Specifies the accumulated life characteristic values

for a physical part since it was installed on the
parent.

Time Since Repair Specifies the accumulated life characteristic values

for a physical part since the last repair event.

Time Since Overhaul Specifies the accumulated life characteristic values

for a physical part since the last overhaul event.

6-2 PLM00174 13.0 Service Execution, Teamcenter 13.0

Displaying status

View the activity summary for a work order

1. Locate and select the work order that you want to display the summary information for.

2. If the summary pane is not displayed, right-click the work order and choose Open With →
Summary.

The summary information is displayed for the work order.

3. Click the Properties tab to display the work order properties and contact information for the work
order.

4. Click the Parts tab to display the physical assets and part requests related to the work order.

5. Click the References tab to display the discovered and corrected discrepancies, sub-tasks, and
supporting information for the work order.

View the activity information for a job card

1. Locate and select the job card that you want to display the summary information for.

2. If the summary pane is not displayed, right-click the job card and choose Open With → Summary.

The summary information is displayed for the job card.

3. Click the Properties tab to display the job card properties, skills, and the recorded utilization.

4. Click the Parts tab to display the physical assets, part requests, and part movements related to the
job card.

5. Click the References tab to display the discovered and corrected discrepancies, sub-tasks, resulting
information, and supporting information for the job card.

View the activity information for a job task

1. Locate and select the job task that you want to display the summary information for.

2. If the summary pane is not displayed, right-click the job task and choose Open With → Summary.

The summary information is displayed for the job task.

3. Click the Properties tab to display the job task properties, skills, and the recorded utilization.

Service Execution, Teamcenter 13.0 PLM00174 13.0 6-3

4. Click the Parts tab to display the physical assets, part requests, and part movements related to the
job task.

5. Click the References tab to display the discovered and corrected discrepancies, sub-tasks, resulting
information, and supporting information for the job task.

Review closed maintenance actions

You can review maintenance actions that have been closed or cancelled, which do not appear in the
Maintenance Action tab of the Generate Maintenance Schedule dialog box. The tab displays only the
open ones.

1. Right-click the physical part and choose Show Maintenance Actions.

2. Review the list of maintenance actions for that physical part. When finished, click Close.

Reviewing and approving a completed maintenance action

You can review and approve a maintenance action that provides a record of the compliance history.
Once the maintenance action is approved, the workflow is completed and the Approval, Sign Off Date,
and Sign Off By properties are updated.

6-4 PLM00174 13.0 Service Execution, Teamcenter 13.0

© 2020 Siemens
Siemens Digital Industries Software
Headquarters Europe
Granite Park One Stephenson House
5800 Granite Parkway Sir William Siemens Square
Suite 600 Frimley, Camberley
Plano, TX 75024 Surrey, GU16 8QD
USA +44 (0) 1276 413200
+1 972 987 3000

Asia-Pacific
Americas Suites 4301-4302, 43/F
Granite Park One AIA Kowloon Tower, Landmark East
5800 Granite Parkway 100 How Ming Street
Suite 600 Kwun Tong, Kowloon
Plano, TX 75024 Hong Kong
USA +852 2230 3308
+1 314 264 8499

About Siemens Digital Industries Software

Siemens Digital Industries Software is a leading global provider of product life cycle management
(PLM) software and services with 7 million licensed seats and 71,000 customers worldwide.
Headquartered in Plano, Texas, Siemens Digital Industries Software works collaboratively with
companies to deliver open solutions that help them turn more ideas into successful products. For
more information on Siemens Digital Industries Software products and services, visit
www.siemens.com/plm.
This software and related documentation are proprietary and confidential to Siemens.
© 2020 Siemens. A list of relevant Siemens trademarks is available. Other trademarks belong to
their respective owners.

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