Manage Resource Maintenance from a Workspace#

Overview#

In the Operator Workspace scenario, the operator processed Chocolate Chips on Baker-01, reviewed upcoming maintenance, and set the Resource to Standby for the exercise. This scenario continues that Resource handoff: an operations coordinator takes responsibility for maintenance on Baker-01, records sensor readings, and completes the maintenance instructions.

In this exercise, you will:

• Prepare a Maintenance Activity Order (MAO), its Data Collection, and its Checklist.
• Build a Workspace that automatically lists Released and In Progress MAOs assigned to Maintenance Technician.
• Give one User access to the maintenance Workspace using a shared Workgroup context.
• As the operations coordinator, select an order from the maintenance work queue and begin or perform it.
• Record readings, complete the Checklist, verify the recorded evidence, and accept the MAO.

Before You Start#

Complete Prerequisites, including the working model and Maintenance Technician Security Features. Ensure you have:

• The production and quality Workspaces and shared Workgroup context from the Operator Workspace and Quality Workspace scenarios.
• A Resource ready for maintenance following the Operator Workspace scenario.
• Object types and measurement units available for the maintenance Checklist, Data Collection, and Maintenance Plan.

Sequence of Steps#

1. Prepare the Maintenance Checklist and Readings#

Use your administrator account for steps 1 through 4. Create the instructions and measurements before associating them with the MAO.

1. Create a Checklist named, for example, Baker Sensor Verification, with Scope set to Maintenance Management. Confirm that its Execution Mode is Long Running.

   

2. Add the following items in order. For each, set Activity Type to Manual Task, Tracking Type to End, and leave Optional, Floating, and Executed Out of Order disabled.

   Item	Instructions
   Confirm Equipment	Confirm that the maintenance order applies to Baker-01 and review the activity instructions.
   Review Sensor Readings	Review the reference and sensor temperatures recorded in the Data Collection for this order.
   Record Maintenance Outcome	Enter a summary of the training inspection and confirm that the readings have been recorded.

   

3. On the Parameters tab of the last item, add a mandatory Parameter named Work Summary, with Source set to Free and Type set to String. Save the Checklist.

   

4. Create two Parameters, named Reference Temperature and Sensor Temperature, with Scope set to EDC_SPC, Data Type set to Decimal, and the same temperature units (ºC).

   

5. Create a Data Collection named, for example, Baker Sensor Readings, using an available Type, Scope set to General, and User Interface set to Classic.

   

6. Add both Parameters, with Sample Type set to Free text and Calculation set to None. Set the minimum and maximum sample counts to 1, and the minimum and maximum readings per sample to 1. Set instrument capture behavior to None for manual entry.

   

   

7. Save the configuration, complete the Change Set approval process, and make the Checklist and Data Collection Effective.

   ChecklistData Collection

   

   

The Checklist records completion of the instructions and the work summary. The Data Collection stores the temperature readings separately on the maintenance order.

2. Create and Associate the Maintenance Plan#

2.1. Create the Maintenance Plan and Activity#

1. Create a Maintenance Plan named Baker Sensor Check with Scope set to Maintenance Management, and select Create.

   

2. Add an activity named Verify Temperature Sensor with these settings:

   Setting	Value
   Type	Standard
   Schedule Type	Adhoc
   Expected Duration	1
   Execution Role	Maintenance Technician
   Approval Mode	Auto Approval
   Maintenance Type	Inspection
   Release Mode	Auto Release
   Acceptance Mode	Manual Acceptance
   Execution	Manual Begin and Complete
   Checklist	Baker Sensor Verification
   Data Collection	Baker Sensor Readings

   General DataExecution

   

   

Save the activity, request approval, and set the Maintenance Plan to Effective.

2.2. Associate the Plan with a Resource#

1. On the Maintenance Plan page, select Associate with > Resource. Select Baker-01 and select Next.

   

2. In Activities, select Baker-01 and verify that Verify Temperature Sensor is listed as an Adhoc activity. Select Next.

   

3. In General Data, set Maintenance Technician as the Owner Role, then select Associate.

   

4. Confirm that the Maintenance Plan Instance was created successfully. Open it and verify that its Resource is Baker-01 and its Owner Role is Maintenance Technician. You will request the Adhoc activity in step 5.

   

   

3. Build the Maintenance Workspace#

The Workspace displays a Query of maintenance orders so the technician can see the Resource, activity, and schedule without selecting a Resource first. Begin, Perform, and Cancel use the selected order. Perform opens the standard maintenance execution page for the Data Collection and Checklist.

3.1. Create the Maintenance Work Query#

1. Open Administration > Queries and select Create.
2. Enter ResourcesWithActionableMaintenanceOrders as the Name.
3. Set Entity Type to Maintenance Activity Order.
4. Select Create.
5. Expand Filters and select Add Filtering Field.
6. Select ExecutionState, set the operator to in, and select Released and In Progress.
7. Add a second filter for OwnerRole directly on the MAO.
8. Set its operator to is equal to and select Maintenance Technician.
9. Join the filters with AND.
10. Save and execute the Query.

3.2. Add the Query Widget#

1. Create a UI Page named Maintenance & Reliability, with UI Type set to Page, Scope set to Workspace, and Layout set to Desktop (1920 x 1080).
2. Drag a Query widget onto the canvas.
3. Open its settings and name it Maintenance Work Queue on General.
4. On Query Setup, select ResourcesWithActionableMaintenanceOrders as the Query.
5. Set Selection mode to Single.
6. Select Save and Close.
7. Resize the widget to make the order, activity, Resource, state, and schedule readable.

3.3. Add the Maintenance Actions#

1. Add three Button widgets beside or below the queue.

2. Configure their General and Setup settings using the table below.

   Widget Name	Text	Action Type	System Action
   Begin Maintenance	Begin	System Action	MaintenanceActivityOrder.Begin
   Perform Maintenance	Perform	System Action	MaintenanceActivityOrder.Perform
   Cancel Maintenance	Cancel	System Action	MaintenanceActivityOrder.Cancel

   

3. Leave Action Button unassigned.

4. Select Save and Close for each widget.
5. Open the Links diagram, drag the queue and all three Button blocks to the canvas.
6. Connect Maintenance Work Queue > Changed Selection to Begin Maintenance > order.
7. Open this connection's converter settings and add Load Entity.
8. Set Levels to load: (Static) to 1 and save the connection.
9. Repeat the connection and converter configuration from Changed Selection to the singular order input on Perform Maintenance and Cancel Maintenance.
10. Keep the default Page > WorkgroupId to GetWorkgroupData > Workgroup Id link.
11. Save the UI Page.
12. Complete its Change Set approval process and ensure the finished revision is Effective.

4. Give Access to Workspaces#

Before assigning access, verify that the shared Workgroup is Active, has Scope set to Workspace, and includes the relevant Resources and inspection Step/Facility assignment.

1. Create a separate User, named Operations Coordinator, with Primary Role set to Maintenance Technician. Also define a password.

   

2. Open the Roles subsection. Assign the MES OAuth Scope Role and the Operator and Quality Engineer Roles. Keep the feature configuration from the Operator Workspace and Quality Workspace scenarios on the Operator and Quality Engineer Roles.

   

3. Create an Employee and associate its User field with the Operations Coordinator User. This association is required to begin a MAO.

4. Verify that Maintenance Technician has the Security Features listed in Maintenance Workspace, including UIPage.Show, MaintenanceActivityOrder.Show, MaintenanceActivityOrder.Request, MaintenanceActivityOrder.Begin, MaintenanceActivityOrder.Perform, MaintenanceActivityOrder.Complete, MaintenanceActivityOrder.Accept, and MaintenanceActivityOrder.Cancel.

5. On the Maintenance Technician Role, select Workspaces > Manage, assign Maintenance & Reliability, and make it the default Workspace. Select Update.

6. In the Workgroups subsection for the new User, assign Quality Control Areas with the Maintenance Technician Role and make this combination the default. Use this single Workgroup/Role assignment for the exercise. Select Update.

   

The other Role memberships supply permissions, including membership in the Security Role of the Quality Review Reason. The Workgroup assignment supplies the menu context for Maintenance & Reliability.

5. Request and Begin Maintenance from the Queue#

Switch to Operations Coordinator for the remaining steps. The Maintenance Plan Instance and the released order connect the Resource handoff from the Operator Workspace scenario to the maintenance queue.

5.1. Request the Maintenance Order#

1. Sign in as Operations Coordinator.

2. Open the Baker-01 Resource page, open Maintenance, and select Verify Temperature Sensor under Adhoc in Activities. This activity belongs to the plan instance created in Step 2.

   

3. Select Request from the top action bar.

4. Set Schedule Date to the intended time for the exercise.
5. Set execution by Role to Maintenance Technician.

6. Enable Approve Maintenance Activity Orders and Release Maintenance Activity Orders.

   

7. Select Request.

8. Record the generated MAO name and confirm that its Execution State is Released.

5.2. Select and Begin the Order#

1. Open Home > Quality Control Areas > Maintenance & Reliability.
2. Confirm that Maintenance Work Queue loads without a Resource selection and lists the released Verify Temperature Sensor order for Baker-01.
3. Select the order number link in Order to open its MAO page.
4. Confirm its Resource, Owner Role, Checklist, and Data Collection. Keep this tab open for the acceptance step, then return to the Workspace.

5. Select the order row in the queue.

   

6. Select Begin.

7. Review the MAO and any offered Resource state transition in the wizard.

   

8. Select Begin to confirm.

9. Refresh the Workspace or query results and verify that the order becomes In Progress.

   

The queue displays the team's Released and In Progress orders. If it is empty, check the order's execution state and assigned OwnerRole, then refresh. The Workgroup assignment controls menu access, while the Query filters the displayed orders.

6. Record Readings and Complete the Checklist#

1. In Maintenance Work Queue, reselect the In Progress order and select Perform. Confirm that the standard maintenance execution page opens for the correct order and Baker-01.

2. Open Data Collection. For this inspection, enter one sample named Sample 1 for each Parameter, with one reading per sample. Use, for example, 80 °C for both Reference Temperature and Sensor Temperature, with both Parameters configured in step 1.

   

3. Confirm the readings and select Save. Switch to Checklist; changes are also saved when moving between the sections of the execution page.

   

4. Check the Resource associated with the order and select the completion icon beside Confirm Equipment.

5. For Review Sensor Readings, open Data Collection > Preview and review both saved readings, then return to Checklist and mark that item complete.

   

6. In Record Maintenance Outcome, enter a Work Summary, such as Sensor readings recorded. Inspection complete., and select the completion icon for the item.

   

7. Confirm that all three mandatory items are complete and that the completion indicator for the Checklist section is shown.

   

The MAO remains In Progress until you complete the order.

7. Complete and Accept the Maintenance Order#

1. Select Complete from the top action bar of the maintenance execution page, after all required readings and Checklist items are complete.

2. Review the completion date and any Resource state transition offered by its configured State Model.

   

3. Select Complete in the wizard to finish the operation.

4. Return to the MAO tab opened in step 5 and select Refresh.

5. Confirm that Execution State is Waiting For Acceptance.

   

6. Select Accept from the top action bar.

7. Review the date and Resource state transition, then select Accept in the wizard.

   

8. Confirm that the MAO has Execution State set to Closed.

   

9. Return to Maintenance & Reliability and refresh the queue. Confirm that the closed order no longer appears.

   

Watch the maintenance walkthrough in the following video:

What You Learned#

You continued the Resource handoff from the Operator Workspace scenario by opening a maintenance work queue that lists the team's Released and In Progress orders automatically.

You connected a Query selection to Begin, Perform, and Cancel actions, gave one User access to the maintenance Workspace, and used the standard maintenance execution page to record readings and complete a Checklist. You then completed the order, accepted the work from the MAO page, and verified that it left the queue.