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`US008209205B 1
`
`(IO) Patent No.: US 8,209,205 Bl
`
`c12) United States Patent
`
`Jun.26,2012
`(45)Date of Patent:
`McElroy et al.
`
`(54)P LANNING AND SCHEDULING TOOL
`5/2007 Eller et al. .................... 700/100
`
`7,225,040 B2 *
`1/2002 Clarke
`2002/0007297 Al
`
`ASSISTANT ASSURING HIGH UTILIZATION
`1/2002 Jacobs
`
`2002/0010615 Al
`OF RESOURCES
`
`4/2002 Vetter et al.
`2002/0049563 Al
`8/2002 Miles
`2002/0111842 Al
`(75)Inventors: John W. McElroy, Newtown Square, PA
`
`
`
`
`10/2002 Sinex
`
`2002/0143601 Al
`
`
`(US); Sean P. McElroy, Draper, UT
`10/2002 Scheer
`
`2002/0161674 Al
`
`2/2003 Pothos et al.
`2003/0041087 Al
`
`
`(US); Kirk Samsel, Denver, CO (US)
`
`
`(73)Assignee: John W. McElroy, Newtown Square, PA
`WO
`
`
`
`(US)
`
`FOREIGN PATENT DOCUMENTS
`
`WO 99/05684 2/1999
`
`( *) Notice: Subject to any disclaimer, the term ofthis
`
`
`
`
`
`
`
`
`
`patent is extended or adjusted under 35
`
`
`Project 2003. Microsoft P, 2003. *
`
`
`U.S.C. 154(b) by 2847 days.
`
`
`
`
`
`A., Silver, Edward. Inventory management and production planning
`
`
`and scheduling. New York: Wiley, 1998.*
`
`OTHER PUBLICATIONS
`
`Chatfield, Carl, and Timothy Johnson. Step by Step Microsoft Office
`
`(21)Appl. No.: 10/851,663
`
`(22)Filed:May 24, 2004
`
`* cited by examiner
`
`
`
`Related U.S. Application Data
`
`Primary Examiner - Beth V Boswell
`
`
`
`
`
`
`Assistant Examiner - Folashade Anderson
`(60)Provisional application No. 60/472,414, filed on May
`
`
`
`
`
`(74)Attorney, Agent, or Firm -Blank Rome LLP
`
`
`
`22, 2003, provisional application No. 60/483, 111,
`(57)
`
`filed on Jun. 30, 2003.
`
`ABSTRACT
`
`Schedulers, Planners, and Maintenance Supervisors in an
`
`
`
`(51)Int. Cl.
`
`
`
`
`Industrial facility can use the user interface of the present
`G06Q 10/00 (2006.01)
`
`
`
`invention to extremely quickly move work order schedules,
`G06F 19/00(2006.01)
`
`
`
`
`status planning, and manage resources. Additionally, key per­
`
`
`(52)U.S. Cl. ....................................... 705/7.12; 700/100
`
`
`
`
`formance indicators or metrics on performance on how well
`
`(58) Field of Classification Search ................. 705/7.12;
`
`
`the organization is doing is also cumbersome if not impos­
`
`717/102; 700/100
`
`
`sible in the current practice in these industrial organizations.
`
`
`See application file for complete search history.
`
`
`
`The variables of this management include worker, crew, Work
`
`
`
`
`
`
`Order, Dates, Planning Status, planner, dates, etc. (see tech
`
`
`
`manual and summary sheets). The invention operates by
`
`
`
`interfacing with the Computerized Maintenance Manage­
`
`
`ment System (CMMS) database in a thoroughly interactive
`
`
`
`
`
`process. The local program constructs a parallel database and
`
`
`
`reads and feedbacks to the CMMS database frequently to stay
`
`current and accurate.
`
`
`
`(56)
`
`
`
`References Cited
`
`
`
`U.S. PATENT DOCUMENTS
`
`5,787,000 A
`7/1998 Lilly et al.
`
`5,835,898 A
`
`11/1998 Borg et al.
`
`5,970,437 A
`10/ 1999 Gorman et al.
`6,006,171 A
`
`12/1999 Vines et al.
`6,421,571 Bl
`
`7 /2002 Spriggs et al.
`
`7,210,119 B2 *
`
`
`4/2007 Pothos et al. ................. 717/102
`
`
`
`20 Claims, 4 Drawing Sheets
`
`CiM Ex. 1001 Page 1
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`

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`U.S. Patent
`
`Jun. 26, 2012
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`Sheet 1 of 4
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`US 8,209,205 B1
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`U.S. Patent
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`Jun. 26, 2012
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`U.S. Patent
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`
`US 8,209,205 B1
`
`1
`PLANNING AND SCHEDULING TOOL
`ASSISTANT ASSURING HIGH UTILIZATION
`OF RESOURCES
`
`REFERENCE TO RELATED APPLICATIONS
`
`5
`
`The present application claims the benefit of U.S. Provi
`sional Application Nos. 60/472,414, filed May 22, 2003, and
`60/483,111, filed Jun. 30, 2003, whose disclosures are hereby
`incorporated by reference in their entireties into the present
`disclosure.
`
`FIELD OF THE INVENTION
`
`The present invention is directed to a computerized plan
`ning and scheduling system and more particularly to such a
`system for increasing efficiency in industrial environments.
`
`DESCRIPTION OF RELATED ART
`
`10
`
`15
`
`20
`
`-continued
`
`PATENT OR
`PUBLICATION NO.
`(U.S. unless otherwise
`specified)
`
`2002/0007297 A1
`WO 99/05684
`
`INVENTOR(S)
`
`Clarke
`Vines, et al.
`
`SUMMARY OF THE INVENTION
`
`It is an object of the invention to overcome the above-noted
`deficiencies of the prior art. It is a further object of the inven
`tion to provide the following advantages:
`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 Manage
`ment Form—key screens
`To achieve the above and other objects, the present inven
`tion is directed to a planning and scheduling tool assistant
`(PaSTA) designed for the Schedulers, Planners, and Mainte
`nance Supervisors in an Industrial facility to extremely
`quickly move work order schedules, status planning, and
`manage resources for optimum utilization.
`Additionally, key performance indicators or metrics on
`performance on how well the organization is doing is also
`cumbersome if not impossible in the current practice in these
`industrial organizations. PaSTA is designed to provide those
`key performance indicators simply and automatically.
`PaSTA is also designed to throttle the very inefficient and
`ineffective “sponsored” work that enters the work schedule at
`the last minute and enters with no planning of the work
`completed.
`The variables of this management include worker, crew,
`Work Order, Dates, Planning Status, planner, dates, etc. (sec
`tech manual and summary sheets).
`PaSTA operates by interfacing with the CMMS database in
`a thoroughly interactive process. PaSTA constructs a parallel
`database and reads and feedbacks to the CMMS database
`frequently to stay current and accurate. For most users of
`PaSTA, they will not perceive that they are using anything
`else but the CMMS database. Typically, although not neces
`sarily, the user will run PaSTA on a networked computer,
`likely one running Windows, and will use PaSTA as a front
`end to a CMMS database on a remote server.
`The present invention offers the following features:
`1. Drag and drop movement of work orders from work
`week to work-week, from unscheduled to scheduled, to short
`notice outage plan, to planned outage plan, to backlog.
`Because the screen has side by side unscheduled and multiple
`weeks presented, it is very easy to drag and drop workinto any
`given week or to the holding buckets of short notice outage
`plan, planned outage plan, and backlog. When work orders
`are dropped into a given work-week, real time indication of
`resource loading are visible so that the scheduler will know
`they have not overloaded the workgroup with too much work.
`2. Color coding based on status of planning the work order.
`That is, the determination of whether the work order is ready
`to work and is fully planned. For instance, a green back
`ground will indicate that the work orderis complete and ready
`to work (e.g., parts are available, operations clearance
`
`25
`
`30
`
`35
`
`Industrial Assets, such as plant equipment or major equip
`ment, require maintenance from time to time to repair broken
`components, perform preventive tasks to minimize failures,
`and to replace worn out equipment. The discrete nature of this
`work—repair this pump, lubricate that motor—is controlled
`at most, if not all, industrial sites with some work manage
`ment system or CMMS (Computerized Maintenance Man
`agement System). The discrete piece of work is identified in
`the CMMS as a Work Order (WO) (eg. Work Order to repair
`pump.) At most industrial sites the number of work orders
`generated per week can be large. These work orders must be
`laid out in a schedule for the limited maintenance resources in
`an efficient manner so that the WO can be planned and may be
`completed with little wasted effort.
`Most CMMS systems will allow Work Orders to be
`assigned schedule dates for intended completion. In order to
`do this, various navigation schemes must be executed through
`the software and manual typing must be done. This method of
`attempted scheduling and planning is tedious and cumber
`40
`some for those folks in the industrial facility charged with
`scheduling and accomplishing the work.
`In these days of highly limited resources (manpower),
`there should be little tolerance of wasted and inefficient task
`ing. The scheduling and planning tools must be extremely
`easy to use and require little time to manipulate assignments
`and make changes to the schedule and planned status of all the
`work orders and all the maintenance resources.
`The following references are related to the general field of
`the present invention. Their pertinence will be discussed
`below.
`
`45
`
`50
`
`PATENT OR
`PUBLICATION NO.
`(U.S. unless otherwise
`specified)
`6,421,571B1
`6,006,171
`5,970,437
`5,835,898
`5,787,000
`2003/0041087 A1
`2002/0161674A1
`2002/0143601A1
`2002/01 11842A1
`2002/0049563 A1
`2002/0010.615A1
`
`INVENTOR(S)
`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
`
`55
`
`60
`
`65
`
`CiM Ex. 1001 Page 6
`
`

`
`3
`requirements are set, interactions with other groups has been
`identified and planned, etc.). A yellow background indicates
`that a planner assigned and planning underway. Pink indi
`cates no planner is assigned, and planning is not started. Red
`indicates emergency work and blue indicates sponsored
`work.
`3. Throttle control of sponsored work, which is the highly
`disruptive work created and entered into a completely
`planned week of work (i.e., actually sponsored into getting
`done by somebody at the site requesting it get done now). This
`is very inefficient work for resources to be dedicated to and
`must be minimized. The assistant tracks and throttles those
`events by immediately flagging them, holding the organiza
`tion accountable to it, and generates a real time key perfor
`mance indicator.
`4. Real Time Automated Metrics are provided. These key
`performance indicators are immediately available to users to
`track critical performance criteria in execution of work. These
`metrics are completely automated on the same screens as the
`20
`work schedule is presented. Full automation and filtering of
`the data allows management to see group, department, and
`organization wide performance on any combination of over
`20 different performance indicators over any time period with
`the click of the mouse.
`5. Two basic screen formats are critically designed. One
`screen (Work Week Assignment Tool) is for the scheduling
`and planning activities by the schedulers and planners. The
`second screen (Work Week Management Form) is for the
`maintenance supervisor to execute the work week.
`The advantages that the present invention offers over the
`above-cited prior art will now be considered.
`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 manage
`ment are not applicable
`In the present invention, 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 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 Sys
`tem. The intenthere 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
`In the present invention, all elements of Athru F are unique
`as PaSTA 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
`
`50
`
`40
`
`45
`
`55
`
`60
`
`65
`
`US 8,209,205 B1
`
`5
`
`10
`
`15
`
`25
`
`30
`
`35
`
`4
`In the present invention, 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 main
`tenance 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.
`In the present invention, 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 nec
`essary resources to accomplish the work are prescribed and
`documented in the disclosed system. A desired start date and
`desired finish date are entered also.
`In the present invention, 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 per
`formance 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.
`Pothos, et al:
`Pothos discloses a system to intended to manage mainte
`nance 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.
`In the present invnetion, 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.
`In the present invention, 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.
`In the present invention, 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.
`In the present invention, all elements A thru F are unique in
`that we disclose a work management system that assigns
`work orders into a workgroup 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.
`
`CiM Ex. 1001 Page 7
`
`

`
`US 8,209,205 B1
`
`5
`In the present invention, all elements A thru F are unique in
`that we disclose a work management system that assigns
`work orders into a workgroup of resources and 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.
`In the present invention, 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 operat
`ing system which the equipment being worked on is part.
`In the present invention, all elements A thru F are unique in
`that we disclose a work management system that assigns
`work orders into a workgroup of resources and then measures
`the effectiveness of the group’s work week schedule thus
`creating work week management.
`
`BRIEF DESCRIPTION OF THE DRAWINGS
`
`A preferred embodiment of the present invention will be
`set forth in detail with reference to the drawings, in which:
`FIG. 1 is an annotated screen shot showing a work week
`assignment tool according to the preferred embodiment;
`FIG. 2 is an annotated screen shot showing the work week
`assignment tool with work orders coded;
`FIG. 3 is a screen shot of a work week management form;
`and
`FIG. 4 is a screen shot of the work week management form
`with a display of a graph.
`
`DETAILED DESCRIPTION OF THE PREFERRED
`EMBODIMENT
`
`6
`300, which includes a planned work pane 301, an indirected
`work pane 302, and an emergent work pane 304. In the
`emergent work pane 304, a work order 306 is color coded
`(e.g., dark blue) to identify it as sponsored work—anyone
`creating sponsored work must sign their name to that spon
`soring.
`The fourth key aspect is real-time automated metrics. The
`work week management form 300 of FIG. 3 includes an area
`308 listing key performance indicators or metrics and a real
`time value of each. As shown in FIG. 4, clicking on any of the
`metrics results in the display of a graph 402 of the metric to
`the user.
`The fifth key aspect is the provision of two basic screen
`formats critically designed—one for the scheduling and plan
`ning activities by the “schedulers and planners” (Work Week
`Assignment Tool 100)—and second for the maintenance
`supervisor to execute the work week (Work Week Manage
`ment Form 300).
`Details of the operation of PaSTA will now be disclosed.
`PaSTA creates the discipline driving the best practice pro
`cess of work-week management. In addition the organiza
`tion’s planning and scheduling efforts will reap great benefits
`around: rhythm, budgets, morale, cost etc.
`As shown in FIG. 1, the work week assignment tool
`includes the following functionality:
`Crew: Allows user to select a desired crew
`Week of Allows user to select the desired week with the
`arrow or a drop down calendar. The weeks are designated T0.
`T1, . . . .
`Planned Unavailable Time This area is used for hours that
`are not tracked on work orders (WO), i.e. vacation, holiday,
`sick leave, off days, operations, etc.
`Unplanned Unavailable Time This area is used for hours
`that occurred during T0 that were not scheduled, i.e. training,
`meetings, emergency vacation, etc.
`The PaSTA program is started in the normal way for the
`operating system. For example, in Windows, the user can
`double-click a screen shortcut or use the “Start” button. 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 PaSTA you will be asked to
`confirm your password.)
`The next screen to appearis the FrontPage: (single click on
`the parse to go to the desired screen. To exit the program click
`on ‘x’ in the upper right corner or File—exit.)
`Work Week Management Assignment:
`Schedule, unscheduled work
`Reschedule, scheduled work
`Unschedule work
`Search for work orders
`Schedule for different crews
`Sort and edit work orders
`Review schedule, unscheduled work by unit and system
`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
`Shift work to a different crew
`Sort and edit work orders
`Set daily schedule
`Set indirect work
`Manage emergent work and unplanned, unavailable time
`Export a Schedule:
`Export to Primavera
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`A preferred embodiment of the present invention will be
`set forth in detail with reference to the drawings, in which like
`reference numerals refer to like elements or steps throughout.
`Five key aspects of the preferred embodiment will be
`described with reference to FIGS. 1-4. The combination of
`the five key aspects is considered to be a sixth key aspect.
`The first key aspect is the ability to assign work orders to a
`work week (or other suitable unit of time) by drag-and-drop.
`FIG. 1 shows an annotated screen shot of a work week assign
`ment tool 100. On the right is a list 102 of unscheduled jobs.
`On the left is a list 104 of scheduled jobs, grouped by work
`week. Using the work week assignment tool, a user can easily
`click on an unscheduled job with a mouse and drag it to a
`desired work week.
`The second key aspect of coding (e.g., color coding) of the
`status of planning of each work order. FIG. 2 shows a screen
`shot of the work week assignment tool 100 with the work
`orders color coded. The color codes can be assigned in any
`suitable manner, of which the following is an illustrative
`example: pink=no planner is assigned and planning not
`started; yellow-planner assigned, planning underway; and
`green=planning complete, work order ready to work.
`The third key aspect is throttle control of sponsored work.
`FIG. 3 shows a screen shot of a work week management form
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`Management Reports:
`Reports, charts and trends are accessed
`Administration:
`Only administrators have access to this area. This area
`allows the administrator to:
`1. Set up users
`2. Edit interfaces
`Update: allows level 3 users to update PaSTA
`Update Labor Hours: allows level 3 users to update all the
`actual hour. Three possible scenarios:
`1.WOs (work orders) scheduled in T(0) are populated with
`hours
`2. WOs not scheduled in T(0) or unscheduled are copied
`into T0 as sponsored work, sponsored by and labor update.
`The WO(s) will remain in their original schedule or unsched
`uled 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 T0
`1. How to Schedule Work into T(?) Weeks
`Log onto PaSTA and click on the Work Week Assignment
`Tool:
`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 records, 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
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`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 click and choose
`from the menu to either “move to” or ‘copy to”
`‘move to” will move the work order from one grid’ to
`another
`‘copy to” will leave the work order in the originating ‘grid’
`and also place it into T week desired
`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
`1.5.1 Indirect Work Area
`First, fill in the ‘Indirect Work’ and ‘Planned 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 ‘H’ 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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`1.5.2 Planned Area
`Fill in the scheduled hour for each work order (total dura
`tion hours per day)
`Review all work orders to ensure that they are complete and
`properly coded
`Ensure that Planned Hours (PHrs) are correct
`The foremen provide the days of the week and work hours
`to the coordinator in order to build the schedule.
`Note: The ‘H’ 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.
`1.5.3 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:40 hours=400
`gross available hours)
`2. Once a week, input the “Back Log Man Hrs’ and ‘H Of
`Back Log Work Orders’. This should be done at the same time
`each week, Friday morning before the Friday work control
`meeting.
`2. How to Update to Week
`2.1 Emergent Work (Emergency-Sponsored) Work Week
`Assignment Tool
`To place emergent work into week T0 start on the ‘Work
`Week Assignment Form'. Drag the desired work order from
`the unscheduled side (right side) or from a (T2) week into the
`T0-week. When this happens a message box will 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
`2.2 Emergent Work (Emergency-Sponsored) Work Week
`Management Form
`2.2.1 Emergency and Sponsored Work
`After emergent work has been added to T0 it will be placed
`into the ‘Emergent Work’ section of the Work Week Manage
`ment Form.
`2.2.2 Unplanned Unavailable Time
`It is necessary to identify all hours, during T0, 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 ‘H’ 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.
`8 hrs of straight time and 2 hrs of overtime=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.
`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
`R (rolled)=a job that was not worked or completed and had
`to be rolled to another week.
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`A ‘C’ will be placed in the Prog if the WO was closed
`during T0
`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 T0 schedule. The foremen are respon
`sible for all work on the schedule and updating the coordina
`tors with actual hours and whether work is complete or rolled
`to another week.
`3. Metrics and Trend Charts
`3.1 Metrics Definitions:
`Gross Available Manpower Hrs=
`# of craft in the crew (excluding the foreman)×8 hrs per
`day: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 (ex
`cluding 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=
`Total “Planned Work’ actual hours (straight time and over
`time hours) that have been charged to scheduled work
`Actual Unplanned Hrs=
`Total hrs (straighttime 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/Netavailable man hrs, for
`the week
`Net Hrs Accounted=
`|Actual hrs (sched