PROVISIONAL APPLICATION COVER SHEET
`
`Commissioner for Patents
`P.O. Box 1450
`Alexandria, VA 22313-1450
`INVENTOR(s)/APPLICANT(s)
`
`Docket Number
`
`062750-00100
`
`:LAST NAME
`
`FIRST NAME
`
`Jack
`McElroy
`1-------------+-----------+-----+-----------------'-·---'--'-l
`Sean
`McElroy
`
`Samuel
`
`Kirk
`
`MIDDLE
`INITIAL
`
`RESIDENCE
`(CITY AND EITHER STATE OR FOREIGN COUNTRY)
`New Town Square, PA
`
`Salt Lake City, UT
`
`Denver, CO
`
`D Additional inventors are named on separately numbered sheets attached hereto.
`
`TITLE OF THE INVENTION (280 CHARACTERS MAX)
`
`PLANNING AND SCHEDULING TOOL ASSISTANT
`
`CORRESPONDENCE ADDRESS
`
`BLANK ROME LLP
`::500 NEW HAMPSHIRE AVENUE, N.W.
`WASHINGTON, DC 20037
`TEL (202) 944-3000
`FAX (202) 572-8398
`
`I llllll lllll lllll lllll lllll llll llll
`27557
`
`PATENT TRADEMARK OHICE
`
`~ Specification
`D Drawing(s)
`
`Number of Pages:
`
`Number of Sheets:
`
`43
`
`ENCLOSED APPLICATION PARTS
`D Application Data Sheet
`~ CD(s), Number 2
`
`~ Other
`(specify):
`
`Transmittal of
`Computer Program
`Listing Appendix;
`and
`Reference to
`Computer Program
`Listing
`
`(2 pp.)
`
`(I pp.)
`
`METHOD OF PAYMENT
`
`~ Applicant claims small entity status. See 37 C.F.R. 1.27
`D A check or money order is enclosed to cover the Provisional Filing Fees
`
`PROVISIONAL FILING FEE
`AMOUNT
`$80.00
`
`~ The Commissioner is hereby atithorized to charge filing fees and credit any
`ent to De osit Account Number 23-2185
`ove a
`The invention was made by an agency of the United States Government or under a contract with an agency of the United States
`Government.
`~ No.
`D Yes, the name of the U.S. Government agency and the Government contract number are:
`
`Respectfully Submitted,
`
`June 30, 2003
`DATE
`
`David J. Edmondson
`Attorney for Applicants
`Registration Number 35,126
`
`{
`
`CiM Ex. 1007 Page 1
`
`

`
`IN THE UNITED STATES PATENT AND TRADEMARK OFFICE
`
`Provisional Patent Application
`
`Serial number: New
`
`Filing date: Herewith
`
`Inventors: Jack McElroy et al
`
`Title: PLANNING AND SCHEDULING TOOL
`ASSISTANT
`
`)
`)
`)
`)
`)
`)
`)
`)
`)
`)
`
`',,'
`'(.!. \.':)._
`
`TRANSMITTAL OF COMPUTER PROGRAM LISTING APPENDIX
`
`Mail Stop Provisional Patent Application
`Hon. Commissioner for Patents
`P.O. Box 1450
`Alexandria, VA 22313-1450
`
`Sir:
`
`Applicants, through undersigned counsel, submit herewith two identical copies of a
`
`computer program listing appendix. Each copy is on a CD-R medium compatible with an IBM
`
`PC running MS Windows. The computer program listing appendix includes the following file:
`
`File name
`
`PaSTA.msi
`
`PaSTAOl.cab
`
`PaSTAOl.zip
`
`PaSTA02.cab
`
`PaSTA02.zip
`
`PaSTA03.cab
`
`PaSTA03.zip
`
`062750.00 I 03/3558J 689v 1
`
`File size in kB
`
`Creation date
`
`10/23/2002
`
`10/23/2002
`
`12/10/2002
`
`10/23/2002
`
`12/10/2002
`
`10/23/2002
`
`12/10/2002
`
`294
`
`3,454
`
`3,510
`
`4,000
`
`3,955
`
`3,087
`
`3,080
`
`-
`
`1
`
`CiM Ex. 1007 Page 2
`
`

`
`Both copies of the computer program listing appendix were created June 25, 2003.
`
`David J. Edmondson
`Reg. No. 35,126
`
`BLANK ROME LLP
`Watergate 600, 11th Floor
`600 New Hampshire Ave., N.W.
`Washington, D.C. 20037-2485
`Telephone 202-944-3000
`Facsimile 202-944-3068
`
`062750.00103/35581689vl
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`2
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`CiM Ex. 1007 Page 3
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`

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`Prior Art Review for PaST A
`
`PaSTA Unique Features from the prior art:
`PaST A provides
`
`A. for the process of Work Week Management where the
`schedule of work is managed to the week.
`B. Real Time, on screen, performance indicators or metrics for
`the success of the Work Week
`C. Drag and Drop Work Orders into a designated Work Week
`D. Color coding Work Order status within the Work Week
`E. Throttle control of Sponsored work
`F. Work Week Assignment Form and Work Week
`Management Form-key
`screens
`
`PaSTA will now be compared to the following U.S. patents and U.S. and PCT published
`patent applications:
`
`PATENTOR
`PUBLICATION NO.
`
`PATENTEE
`
`6,421,571B1
`6,006,171
`5,970,437
`5,835,898
`5,787,000
`2003/0041087 Al
`2002/0161674A1
`2002/0143601A1
`2002/0111842A1
`2002/0049563A1
`2002/0010615A1
`2002/0007297 Al
`WO 99/05684
`
`Spriggs, et al.
`Vines, et al.
`Gorman, et al.
`Borg, et al.
`Lilly, et al.
`Pothos, et al.
`Scheer
`Sinex
`Miles
`Vetter, et al.
`Jacobs
`Clarke
`Vines, et al.
`
`Borg, et al:
`Borg discloses manufacturing scheduling where drag and drop feature applies to
`work area and open time line - spatial and then determines bottlenecks in manufacturing
`process. Key here is the real time indication of that bottleneck - not particularly
`measuring the performance of a schedule. The manufacturing process is not start and
`stop process but a continuous process and the concepts of work week management are
`not applicable
`
`Our distinguishment: Our drag and drop allows Work Orders to be assigned into
`a scheduled work week where the intent is to measure the performance of the work team
`
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`

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`executing the work week. Work Week Management infers that there is a start and stop to
`the collective work being performed. A thru F still are distinguished - although C
`becomes constrained to work week management.
`
`Vines, et al:
`Vines discloses a maintenance management that couples a Work Order
`Generation system with a Process Control System. The intent here is to automatically
`generate a Work Order based on the condition of the components being monitored by the
`Process Control System. There is no scheduling function other than in the creation of the
`work order a desired due date is required based on predetermined intervals. Management
`of the labor force is not part of the disclosure
`
`Our distinguishment: All elements of A thru F are unique as PaST A begins at the
`point in the process that the Work Order has already been created, where Vines, et al stop
`- the creation of the Work Order.
`
`Spriggs, et al:
`Spriggs discloses an online monitoring system intended to monitor the process
`condition of components. It is not a work management system
`
`Our distinguishment: All elements A thru F are unique in that we disclose a
`work management system ..
`Gorman, et al:
`Gorman discloses a system designed to show the relation of components in an
`operating environment. The intent is to recognize the interrelationship of these
`components as maintenance work is being performed. This knowledge is used to
`properly isolate the equipment so that it can be worked on safely and the interrelationship
`understood.
`
`Our Distinguishment: All elements A thru F are unique in that we disclose a
`work management system.
`
`Lilly, et al:
`Lilly discloses a Work Order Management system that provides for each work
`order to be planned. That is all necessary resources to accomplish the work are
`prescribed and documented in the disclosed system. A desired start date and desired
`finish date are entered also.
`
`Our distinguishment: All elements A thru F are unique in that we are scheduling
`the work against a work week and against the available labor resource and measuring key
`performance parameters to drive the schedule. The closest piece here is in our D where
`we are statusing the planning of the work orders with color coding which Lilly does not
`do.
`
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`CiM Ex. 1007 Page 5
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`

`
`Pothos, et al
`Pothos discloses a system to intended to manage maintenance resources spatially
`across a wide territory and to optimize the work in sequence against location of work.
`A Gaant chart is the result for each labor resource showing the optimized sequence of
`work for that single resource.
`
`Our Distinguishment: All elements A thru F are unique in that we are getting
`work orders optimized in a work week management timing sequence. Work Orders are
`dragged and dropped into a work week and then schedule performance is measured.
`Sponsored work is throttled.
`
`Scheer, et al.
`Scheer discloses a system for supply chain management with the intent of
`optimizing a just in time inventory system for repair parts.
`
`Our distinguishment: All elements A thru F are unique in that we disclose a
`work management system.
`
`Sinex, et al
`Sinex discloses a system that assigns work to a qualified work person. This
`assures that quality work will be performed and that an auditable documentation is
`available to prove workers are qualified to perform the repairs assigned.
`
`Our distinguishment: All elements A thru F are unique in that we disclose a
`work management system that assigns work orders into a work week for a group of
`resources and then measures the effectiveness of the group's work week schedule thus
`creating work week management.
`
`Miles, et al:
`Miles discloses a system of work order management intended to create access for
`customers and vendors so that control of work at the user site, customer site, and vendor
`site is all coordinated. This system meets the need for integrated resource management
`with a work order.
`
`Our distinguishment: All elements A thru F are unique in that we disclose a
`work management system that assigns work orders into a work group of resources and
`then measures the effectiveness of the group's work week schedule thus creating work
`week management.
`
`Jacobs, et al:
`Jacobs discloses a system intended to control the work of a mobile workforce and
`optimize the work assuring qualified workers are assigned and optimizing the sequence
`work based on location. This patent appears to have overlap with Pothos and Sinex.
`
`Our distinguishment: All elements A thru F are unique in that we disclose a
`work management system that assigns work orders into a work group of resources and
`
`062750.00 I 03/35581472v2
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`CiM Ex. 1007 Page 6
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`

`
`then measures the effectiveness of the group's work week schedule thus creating work
`week management.
`
`Clarke, et al:
`Clarke discloses a system intended to manage work orders against available
`resources. The system requires manual entry to manage that balance between work and
`resource. The system performs identical functions of many commercially available work
`management systems.
`
`Our distinguishment: All elements A thru F are unique in that we disclose a
`work management system whose goal is similar to Clarke but performs uniquely. The
`functions that are unique are those delineated in A thru F.
`
`Vetter, et al:
`Vetter discloses a system for work management intended to optimize operating
`equipment while other equipment can be maintained. The approach is to isolate the
`equipment to_be worked on while minimizing the impact on the entire operating system
`which the equipment being worked on is part.
`
`Our distinguishment: All elements A thru F are unique in that we disclose a
`work management system that assigns work orders into a work group of resources and
`then measures the effectiveness of the group's work week schedule thus creating work
`week management.
`
`062750.00103/3558 l 472v2
`
`4
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`CiM Ex. 1007 Page 7
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`

`
`.
`
`;
`
`(Pa~TA I\-1anual)
`
`\Vork Process ,
`
`\
`
`The
`
`P1anning 3nd Scheduling Tool Assistant
`
`· User's Manual
`
`PaSTA Manual v3.5
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`(Pa~TA
`
`lvla n uat)
`
`PaSTA User's Manual Table of Contents
`
`PURPOSE: ......................................................................................................................... 3
`WORK WEEK ASSIGNMENT TOOL FIELDS/ BUTTONS .................................... 4
`WORK WEEK MANAGEMENT FORM FIELDS/ BUTTONS ................................ 5
`COLUMN IIEADERS ...................................................................................................... 6
`1. LA UN CHING PASTA .............................................................................................. 7
`1. HOW TO SCHEDULE WORK INTO T(?) WEEKS ........................................... 9
`2. HOW TO UPDATE TO WEEK ............................................................................. 13
`3. METRICS AND TREND CHARTS ...................................................................... 15
`
`4. RIGHT CLICK MENUS ....•..•........•..••..•.....•...••........••..................••.....•..•..•.••...••••• 17
`LEVEL ONE USERS ...................................................................................................... 22
`LEVEL TWO USER ....................................................................................................... 23
`ADMINISTRATION ...................................................................................................... 23
`
`PaSTA Manual v3.5 ·
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`\Vork Process
`
`(PaS l'A I\tlanual)
`
`Purpose:
`This document is intended to inform the user on the process of how to:
`• Schedule
`•
`Update schedule
`•
`Use of right click menus
`
`PaST A was developed to allow an organization to take full advantage of EPRisolutions
`"Work Control" process. In addition the organization's planning and scheduling efforts
`will reap great benefits around: rhythm, budgets, morale, cost etc.
`
`This manual is laid out as follows:
`I. Defining work week assignments, work week management forms and column
`headers
`2. How to launch PaST A and "log on"
`3. How to schedule work
`4. How to update scheduled work
`5. How to add emergency and/or sponsored work
`6. How to use right click menu features
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`(PaSTA 1\1.anuan
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`Work Week Assignment Tool fields/ buttons
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`PaST A Manua] v3.5
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`\Vork Process
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`(l'a~TA
`
`IVIanual)
`
`Work Week Management Form fields / buttons
`
`Crew:
`Week of:
`Planned
`Unavailable Time
`Unplanned
`Unavailable Time
`
`Allows user to select a desired crew
`Allows user to select the desired week with the arrow or a dro down calendar
`This area is used for hours that are not tracked on work orders (WO), i.e. vacation,
`holida , sick leave, off da s, o erations, etc.
`This area is used for hours that occurred during TO that were not scheduled, i.e.
`trainin , meetin s, emer enc vacation, etc.
`
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`Column Headers
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`(PaSTA l\llanuaJ)
`
`Craft Assi ned
`
`Outa e or Not
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`(Pa~TA Manual)
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`'VV nrk Process
`-
`
`'
`
`1. Launching PaSTA
`
`To launch the PaST A Program:
`Double-click PaST A Icon if available,
`
`If not:
`
`Go to Start at the bottom left of your screen
`>-Programs
`>-Pasta
`
`Main Entry Screen Appears
`>-Enter user name (This is set
`by PaSTA system
`administrator. This can
`be anything, suggest
`using your system log on
`name.)
`>-Enter Password (This can be
`anything, it will never
`change. If this is a first
`time login into PaST A
`you will be asked to
`confirm your password.)
`
`The next screen to appear is the Front Page: (single
`click on the parse to go to the desired screen. To
`exit the program click on 'x' in the upper right
`comer or [ile - ~xit.)
`
`~~--(cid:173)
`
`~~JExpata~
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`VVork JJirocess
`
`Work Week Management Assignment:
`• Schedule, unscheduled work
`• Reschedule, scheduled work
`• Unschedule work
`• Search for work orders
`• Schedule for different crews
`
`Work Week Management:
`• View a crew's work week
`• View a work week by system
`and unit
`• Reschedule work
`• Unschedule work
`• Search for work orders
`
`Export a Schedule:
`Export to Primavera
`
`Management Reports:
`Reports, charts and trends are accessed
`
`• Sort and edit work orders
`• Review schedule,
`unscheduled work by unit
`and system
`
`• Shift work to a different crew
`• Sort and edit work orders
`• Set daily schedule
`• Set indirect work
`• Manage emergent work and
`unplanned, unavailable time
`
`Administration:
`Only administrators have access to this area. This area allows the administrator to:
`I. Set up users
`2. Edit interfaces
`
`•
`•
`
`Update: allows level 3 users to update PaST A
`Update Labor Hours: allows level 3 users to update
`all the actual hour. Three possible scenarios:
`I. WOs schedule in TO are populated with hours
`2. WOs not scheduled in TO or unscheduled are
`copied into TO as sponsored work, sponsored by
`and labor update. The WO(s) will remain in their original schedule or
`unscheduled location.
`3. WOs not in PaSTA will be placed on an exceptions list.
`
`• View Exceptions List: Displays all WOs not in PaSTA that had hours charged to
`them during TO
`
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`\Vork (~ontroi
`
`(l\iSTA
`
`lvlanual)
`
`1. How to schedule work into T(?) weeks
`
`Log onto PaST A and click on the Work Week Assignment Tool: 'L!,J Wmk w,ek_
`
`. , . .
`
`The following screen wiJI be displayed
`
`1.1 Update
`• Look in the 'Last Updated' window. If
`PaSTA has not been recently updated
`click on the 'Update' button. You will
`be asked if you want to import new
`reco,rds, YES. This process may take
`several minutes, depending on the
`number of records to be imported. The
`counter on the lower left of the screen
`will tell you how many records have
`been imported and the total to be
`imported.
`
`1.2 Choosing a crew / unit / system to modify
`• First choose the crew, unit or system from the drop down list, located on the top left side
`·
`of the screen
`• Then filter by: All, current crew or date initiated, located top right side, left drop down
`• Then, if desired, sub filter by: All, Planner Assigned and Ready, Planner Assigned and
`Not Ready, No Planner Assigned or Status= C (complete)
`
`1.3 Scheduling work into T(?) weeks
`• Choose a work order by left clicking on it and dragging it to the desired week.
`Note: Holding down the shift key while dragging a work order is the same as using the
`'copy to' function
`
`Or
`• Left click on the work order, then right dick and choose from the menu to either 'move
`to' or 'copy to'
`'move to' will move the work order from one 'grid' to another
`o
`'copy to' will leave the work order in the originating 'grid' and also place it
`o
`into T week desired
`
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`0/CaSTA I\!lanuan
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`1.4 View scheduled work on the Work Week Management Form
`Left click on the 'work week management form'
`
`1.5 Work Week Management Form
`
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`\Vork (~ontrol
`~ --~
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`(I>aSTA lvlanual)
`
`1.5.1 Indirect work Area
`First, fill in the 'Indirect Work' and 'Pl,mned Unavailable Time'. This will set the total net
`hours available to schedule.
`• Type in the total hours that will not be available during the week, by day
`• Schedule indirect work orders (IM) by placing the daily IM hours into the
`corresponding days of the week
`.
`Note: The '#' sign before each day of the week is the total number of resources to be used
`that day for that particular work order. The hours placed under the days of the week are
`total duration hours for the day.
`
`1.5.2 Planned Area
`Fill in the scheduled hour for each work order (total duration hours per day)
`• Review all work orders to ensure that they are complete and properly coded
`• Ensure that Planned Hours (P Hrs) are correct
`• The foremen provide the days of the week and work hours to the coordinator in order to
`build the schedule.
`Note: The'#'
`sign before each day of the week is the total number of resources to be used
`that day for that particular work order. The hours placed under the days of the week
`are total duration hours for the day.
`
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`. \\' ork (~ontrol
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`(PaSTA l\1anual)
`
`1.5.3 Metrics
`This area displays leading metrics.
`
`1. Ensure that the number of 'Gross Available Manpower Hrs' is correct (the
`number of resources in a crew times the number of hours in a week, e.g. 10
`resources x 40 hours= 400 gross available hours)
`2. Once a week, input the 'Back Log Man Hrs' and '# Of Back Log Work Orders'.
`This should be done at the same time each week, Friday morning before the
`Friday work control meeting.
`
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`.. \Vork Control
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`(PaSTA !Vlanual)
`
`2. How to update TO week
`2.1 Emergent Work (emergency - sponsored) Work Week Assignment Tool
`To place emergent work into week TO start on the 'Work Week Assignment Form'. Drag the
`desired work ord.er from the unschedu]ed side (right side) or from a (T?) week into the TO-week.
`When this happens a message box wi11 appear asking you to set the work order to either emergency
`work (E) or sponsored work (S) and enter the name of the person requesting the work.
`
`Emergency (E) work is coded red and sponsored (S) work is coded blue
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`, \\ 1ork Control
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`(PaSTA l\:lanual)
`
`2.2 Emergent Work (emergency - sponsored) Work Week Management Form
`
`2.2.1 Emergency and Sponsored work
`• After emergent work has been added to TO it will be placed into the 'Emergent Work'
`section of the Work Week Management Form.
`
`2.2.2 Unplanned Unavailable Time
`•
`It is necessary to identify all hours, during TO, that were unplanned and place them in
`the 'Unplanned Unavailable Time' section.
`• The total amount of overtime accrued during the week will to be entered into the
`'Overtime' section during the labor update.
`Note:
`It is important that progress, 'Prog', is captured for each WO. The '#' sign before
`each day of the week is the total number of resources to be used that day for that
`particular work order. The hours placed under the days of the week are total
`duration hours for that day.
`
`2.3 Planned work.area updating:
`• Actual hours (A Hrs) include straight time and over time will be updated via the
`labor update.
`o 8 hrs of straight time and 2 hrs of over time = 10 actual hours worked
`Note: Ensure that all actual hours (A Hrs) are accurate and complete
`• Ensure that the progress (Prog) for each work order is accurate.
`o C (complete)= all work planned for the week is complete. This does not
`have to mean that the job is complete or that the work order is closed in the
`CMMS
`o R (rolled) = a job that was not worked or completed and had to be rolled to
`another week.
`A 'C' will be placed in the Prog if the WO was closed during TO
`
`Note: Once you have set the schedule for the work week do not readjust the scheduled
`hours (you can move the hours to a different day but, this in is not
`recommended). The foremen are responsible for the TO schedule. The foremen
`are responsible for all work on the schedule and updating the coordinators with
`actual hours and whether work is complete or rolled to another week.
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`3. Metrics and Trend charts
`
`3.1 Metrics Definitions:
`
`Gross Available Manpower Hrs =
`# of craft in the crew (excluding the foreman) x 8 hrs per day x 5 days per
`week
`Total Unavailable Manpower Hrs =
`"IM" (Indirect Maintenance) + the planned unavailable time
`Net Available Manpower Hrs =
`Gross available manpower hrs - total available manpower hrs
`Backlog Man Hours =
`Current open backlog work order man hrs (excluding annual and maintenance
`shutdown hours)
`# Of Backlog Work Orders =
`Current open backlog work order count for the crew
`(excluding annual and maintenance outage work orders)
`Resource Utilization=
`[Actual hrs charged (includes OT}+ emergent hrs]/
`[Gross available man hrs+ unplanned overtime]
`Backlog Weeks =
`Backlog man hrs/ Gross available manpower hrs
`Sponsored WO =
`Total number of sponsored (S) work orders
`PM Compliance (%} =
`# of completed PM work orders (Prog = C) / # of scheduled PM's work
`orders
`SA Compliance =
`# of completed SA work orders (Prog = C) / # of scheduled SA work orders
`EN Compliance =
`# of completed EN work orders (Prog = C) / # of scheduled EN work orders
`Actual Hrs=
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`Total 'Planned Work' actual hours (straight time and overtime hours} that
`have been charged to scheduled work
`Actual Unplanned Hrs =
`Total hrs (straight time and overtime) charged to 'Emergent Work'+
`'Unplanned Unavailable time'
`Scheduled Work =
`Total scheduled hrs for 'Planned Work' for the week
`%Scheduled =
`Total scheduled hrs, for the week I Net available man hrs, for the week
`Net Hrs Accounted =
`[Actual hrs (scheduled work+ IM's + planned unavailable+ emergent work
`+ unplanned unavailable}]/ [Gross available man hrs+ unplanned overtime
`hrs]
`Indirect Work =
`Sum of actual hrs for indirect work "IM's" (excluding foremen's time}/
`Gross available manpower hrs (excluding foremen's time)
`CM Hrs=
`Actual hrs charged against scheduled "CM" WO's I
`Total actual hrs charged (planned+ emergent)
`PM Hrs=
`Actual hrs charged against scheduled "PM" WO's /
`Total actual hours charged (planned+ emergent)
`PR Hrs = (Proactive hours)
`Actual hrs charged against scheduled "PR" WO's /
`Total actual hrs charged (planned+ emergent)
`CD Hrs= (Condition Directive)
`Actual hrs charged against scheduled "CD" WO's /
`· Total actual hrs charged (planned+ emergent)
`SA Hrs=
`.
`Actual hrs charged against scheduled SA WO's /
`Total actual hrs charged (planned+ emergent}
`EN Hrs=
`Actual hrs charged against scheduled EN WO's /
`Total actual hrs charged (planned+ emergent)
`Sponsored Hrs =
`Total hrs charged against Sponsored work /
`Total actual hrs charged (planned+ emergent)
`Emergency Hrs =
`Total hrs charged against Emergency work /
`Total actual hrs charged (planned+ emergent)
`
`Sch. Compliance WO# =
`Work orders completed (Prog = C) / Work orders scheduled
`Sch. Compliance Hrs =
`Completed actual hrs (Prog = C) / Scheduled hrs for scheduled activities
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`(PaSTA l\tlanua))
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`Planning Effectiveness =
`1-[Absolute value of (scheduled - actual hrs)/ Scheduled hrs (Prog = C)J
`WO Completed w/out Hours =
`Total number of completed jobs (Prog = C) with no actual hrs
`
`3.2 Trends:
`To access trends
`Click on the desired leading metric (this builds a trend chart for that metric).
`
`Or use Management Reports, Front Page
`
`'
`
`Management Reports ·
`
`To add additional metrics, change date range and/or crew select 'Report' from the file
`menu bar located top left of the screen and select:
`
`Range
`allows the desired date range to be selected
`IO week (default)
`•
`• 1 year
`• Custom date range
`
`Content - allows the desired crews and metrics to be selected
`Crews: choose one or several crews using the shift or control keys or select the all
`button at the bottom right to select all crews.
`Content: choose as many metrics as required ( one to all). All metrics are weighted
`numbers; the raw numbers are used for calculations.
`
`4. Right click menus
`
`4.1 Right clicks for the Work Week Assignment Tool [!]--(cid:173)
`
`Below are the menu items associated with 'right clicks' on the Work Week
`Assignment grids. The user needs to left click on a row and then right click on that
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`record (This ensures that the desired record is selected). Once the user right clicks
`the record it will be highlighted.
`Note: If the record does not highlight, then left click on it again. Once highlighted,
`right click again.
`
`• Assign Planner ...
`Choose the initials of the person assigned to the record. If no one was
`previously assigned, the record will change from:
`
`¥ ema@·rtt!tffiMNibtiP\111
`light red Ulll®~ilid4
`102-008231.000 I 1 I see
`to yellow.
`ITURNINSPECTIONDOORAROUND
`01E
`
`• Planning complete & Planning Not Complete
`Planning complete changes the record from yellow to green & planning not complete revises
`the green to yellow.
`Yell ow
`to
`Green
`1,;;,1:--1 :.1::1=1;~1:=.trnHr:
`ot 101~ 11 I !DI illfflHffCIOIOOJIAIWll
`Note: This indicates that all the planning has taken place, i.e. all materials, parts, craft and
`If you right click on a green record the user has the option to set the
`venders coordination.
`record to "Planning not Complete".
`'
`
`• Move to ...
`Allows a record to be moved to another week and/or crew.
`
`• Copy to ...
`Allows a record to be left where it is and be copied to another week
`and/or crew.
`Note: Records cannot be moved from TO, only copied.
`
`• Delete
`This will remove the record from PaSTA.
`Note: This should only be used if you have copied a record and did not intend to or if you
`no longer want to see the record in PaST A. If a record is deleted by accident you will have
`to go the EMPAC and reschedule the work order and update PaSTA, this will bring the
`work order back into·PaST A. A message wili display if you try to delete the last instance
`of that record. You will be prompted to continue or not.
`
`• WO View ...
`This will display all jobs with the same work order number, regardless of whether it's scheduled
`or not or been assigned to a crew. The user can select the record and click on the SEEK, lower
`left comer, and the user will be taken to where the WO is scheduled/unscheduled.
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`• Sort ...
`Allows the data to be sorted in one to three different columns in
`ascending or descending order.
`
`4.2 Work Week Assignment Tool: scroll bars
`
`The right click menu for the scroll bars is as follows:
`
`• Scroll Here:
`Moves the scroll bar to where you right clicked
`• Left Edge & Right Edge:
`• Page Right: -
`NIA
`Move the scroll bar one step to the right_
`• Scroll Left & Scroll Right:
`• Page Left:
`Moves the scro11 bar one step to the left
`Moves the scroll bar to the left or right
`
`4.3 Right click: Work Week Management Form 11· ~l w.i,""'"""""""'
`
`• Set Emergent Code
`This a1Iows the user to set the emergent code:
`E - emergency work
`S
`sponsored work
`None moves work from the emergent section to the planned section
`Note: The 'None' code is used only if there is a scheduling mistake. (i.e. In TO a
`record was deleted from the planned section and had to be reinstated. It could only be
`rescheduled as emergent work. This would allow the record to be placed back into
`the planned area.)
`
`• Unscheduled
`Takes the selected record and places it back on the
`unscheduled side of the Work Week Assignment Tool.
`Note: If a record is already unscheduled, a message will be displayed that the work is already
`unscheduled. This indicates that it would be ok to delete the record from the Work Week
`Management Form.
`
`• Rollover
`This allows the user to 'ro11' work out of TO into a future week.
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`Note: Work important enough to work this week should be moved to the
`next week, barring any parts or material issues. This function is the same
`as the 'copy to ... ' function. The record will remain in TO and wi11 be
`exported to the desired week and an R will be placed in the Prog column.
`
`<The rest of the menu options are the same as the above>
`
`4.4 Right click: WO View and Find
`
`This will allow the user to 'Copy To ... ', Move To ... '
`and 'Sort ... ' the current result sets.
`
`5. Drop down menus
`
`5.1 File
`Find, Print Preview ... , Print and Close
`
`• Find
`
`This a11ows the user to search the entire PaSTA database using the flowing
`criteria:
`
`1
`
`WO ID {work order number): This will find all records with the same
`work order number.
`
`WO Description: This will find all records that contain what you type in
`the desertion
`
`Asset Name: This will find all records with the asset name the user enters.
`
`• Misc
`This will find any open work orders that are two weeks or older
`inside of PaSTA. (e.g. a work order that was scheduled three
`months ago but was never worked)
`
`o Results of Find and Misc
`
`The result of the find feature returns the following screen. From here the user can filter,
`move, copy and sort by using the right click features (page 18)
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`• Print Preview
`This will allow the user to vie
`• Print
`This will send the job to the printer directly.
`
`Note: Once the job is sent to the printer, the user can conti