Request Maintenance Activity Order#

MaintenanceActivityOrder.Request

Overview#

This operation makes a request for an Ad hoc Maintenance Activity Order (MAO).

Preconditions#

• The MAO has the Is Ad hoc property set to true.
• If the MAO has the Request Role property defined, the uer must belong to that Role.
• The same MAO can only be requested multiple times concurrently if its Enable Concurrent Instances property is set to true.

Sequence of Steps#

The Request Maintenance Activity Order operation can be accessed through the Maintenance Execution or Maintenance Management views, within the Maintenance group.

Step 1: Entity#

1. Select to which Entity Type the MAO will be requested:

   • Area
   • Container
   • Resource
   • Material

2. Select the Entity.

There are two ways to request a MAO:

• Dragging the MAO from the right-hand side panel directly into the desired day when the activity should be scheduled to take place.
• Using the button on the top ribbon.

Step 2: Maintenance Activity Order#

Using Drag and Drop#

1. Select the desired MAO to be requested for the Entity from the right-hand side panel.
2. Ensure the day on which the MAO is to be executed is visible in the scheduler.
3. Drag the MAO to the chosen day. A dialog will pop-up showing pre-filled details for the MAO, depending on the day you selected. Confirm the details or change them at will.
4. Select Request to complete the operation.

Using the Request button#

1. Select one or more MAOs to be requested for the Entity.
2. In the Scheduling section, select a desired Schedule Date.
3. If a state transition is associated with the entity to which the MAO is related, it is possible to change the state of the entity by selecting a new state from the list. If the state transition has Reasons associated, you can accept the suggested Reason or select another one.
4. When the user making the request belongs to the Maintenance Plan Instance Owner Role, it is also possible to:
   • Define the role or Employee that should perform that MAO (it defaults to the role defined in the Maintenance Plan).
   • Approve the request (the default approval mode - auto or manual - is taken from the Maintenance Plan).
   • Release the request (the default release mode - auto or manual - is taken from the Maintenance Plan).
5. Optionally, enter a request comment.
6. Select Request to complete the operation.