Add qualifications to job plans to specify the qualifications needed to do the work .
Before you begin
Before you add qualifications to your job plans, you must complete the following tasks.
- Create qualifications and the certificate requirements for the qualifications in the
Qualifications application. A license or a certificate often indicates a qualification, which
signifies proficiency in a skill.
- Add qualification information to your labor in the Labor application.
About this task
Add qualification requirements to your job plans. Then you can add the job plan to the work order
during which the data and requirements in the job plan transfer to the work order. Complete the
following steps to add qualifications to job plans.
Procedure
-
In the Work Order Tracking application, create a work order.
- In the Job Details section, in the Job Plan field, click the
Detail Menu icon and select .
- In the Job Plans application, open a job plan.
- On the Job Plan tab, click the
Qualifications icon.
The Qualification
Requirements dialog is displayed.
- Add qualification requirements.
- For each qualification that you want to add, click the New Row
icon.
- In the Quaificiation field, specify a value.
- In the Exception Type field, specify a value. Use the search
icon to see the list of exception types.
- After you enter your qualification requirements, click OK.
- On the Job Plan tab, scroll down to the
Labor subtab and add rows for planned labor.
- Click the New Row icon.
- In the Details section, enter values in the fields that you need, such as the
Organization field, Craft field, and
Hours field.
- Click the Qualifications icon. The Resource
Qualification Requirements dialog is displayed. In the dialog, use the qualifications
that are specified by the job plan or specify other qualifications.
- Click OK.
- Set the status of the Job Plan to
Active
.
- In the Job Plan, go to Common Actions.
- Select Change Status and the Change Status
dialog displays.
- In the dialog, from the menu for the New Status field, select
the value
Active
- Click OK.
- To return to the work order, click Return With Value.
- In the work order, click Save. The qualification details from the
job plan are saved in the work order.
- Scroll down to the Scheduling Information section. In the
Qualifications field, view the qualification entry.
- Set Qualifications Required to on or off.
- Enter the values for scheduled start and scheduled finish.
- Click the Plans tab and in the Labor section, view the
qualification details from the job plan.
- Click the Assignments tab, add a row for an assignment, and assign
labor. After you assign your labor, click Save.
If you assign a
labor record that does not have the necessary qualifications, then you get an error message and the
Qualification Met field has a value of either N/A or
None. If you assign a labor record that does have the necessary
qualification, then the Qualification Met field has a value of
FULLY.
What to do next
Add the job plan to a work order. Then the data and requirements in the job plan
transfer to the work order.
For more information about the relationship between work orders
and job plans, see the following topics.
After you add qualifications to job plans and work orders, you can validate the qualification
level of resources when you assign resources to work orders. Also, you see the following behaviors
in other applications.
- In Graphical Assignment and Graphical Work Week applications, when you drag an assignment, an
error message is displayed if the resource qualification does not meet the resource qualification
requirement.
- On the Scheduling dashboard and the Dispatching dashboard, the optimization models manage the
resource qualification requirements and the resource qualifications, so the qualification
requirement status is not displayed on the dashboards.