Maximo Scheduler. A Revised Approach to Work Management. Vikul Banta Product Manager. Brian Downey Senior Design Architect IBM Corporation

Transcription

1 Maximo Scheduler A Revised Approach to Work Management Vikul Banta Product Manager Brian Downey Senior Design Architect 1

2 Our Work Management Focus Areas Planning Resource Optimization Assignment Dispatching Real-time Communication Forecast Work Identify Resource Gaps Create schedules Availability Assets Location Material Tools Labor/Crews Assign using a Graphical UI Labor and Crews Accommodate vacation/break Graphical UI Public Map Control Route Visualization Labor and Crews Assign Emergency Work Communication to Field Technicians Update Work Status and Progress Schedule Compliance 2

3 Roles We Accommodate in Managing Work 3 3

4 Maximo Scheduler Pedigree Focus Areas: 4

5 Maximo Scheduler Focus Functionality, Use Cases, and Value by Role 5

6 The Planner, Scheduler & Supervisor 6

7 Gantt Chart Visualization Use Case Planners and Schedulers want the ability to view, adjust, and publish work schedules in a graphical view They want to view forecasted Preventive Maintenance (PM) instances along with planned work They also want an illustration of the work order completion window Solution Maximo Scheduler contains a Gantt tool to schedule work orders, tasks, and forecasted PM work graphically View all planned, reactive, and forecasted work in a single, consolidated graphical view All work order, task, and forecast information available in a configurable UI Drag-and-drop capability allows for easy schedule manipulation based on real time information View completion window for appropriate work orders 7

8 View Work Orders and PMs - Intuitive view of forecasted PMs along with planned work orders - Drag and drop work orders as well as forecasted PMs 8

9 Precedence Logic and Activity Constraints Precedence logic between work orders/tasks that have the same parent SNE/FNL date constraints calculated automatically from JP/PM offsets 9

10 Schedule Compliance Use Case Mid-way through a one month project, operations has asked the maintenance manager to assess performance against plan. Maintenance uses Scheduler to open the monthly schedule and show actual work dates vs. planned dates for the 2 weeks done, and their impact on the remaining work. The maintenance director requires a weekly schedule compliance report from every maintenance manager in order to measure the effectiveness of the work scheduling process. They recognize that this metric is an indicator of planning effectiveness, reactive work and craft worker effectiveness. Solution Maximo Scheduler has the capability to graphically show work orders Target Start/End, Scheduled Start/End and Actual Start/End dates in the Gantt view. By default, Scheduler will show Scheduled Start/End dates offering the user the option of showing all other dates with a click of a button. Users have the option to calculate and store the Schedule Compliance metric. A configuration page is available, providing users the ability to set the frequency for this metric (i.e. weekly, monthly and quarterly) 10

11 Schedule Progress The ability to show Target, Scheduled and Actual Dates on the Gantt chart Allows Planners & Schedulers to get a view of how work is progressing, and the affect of the progress on related work 11

12 Visibility of Other Resources Use case Several major PMs are due at the same time due to a busy production schedule. As such, Assets are only available for maintenance at very specific dates/times. The maintenance planner needs to schedule this work during the available time slots The floor manager just found out that a turbine will be available for maintenance the next day. He would like to gather all pending work orders on that turbine and its sub assemblies and schedule them during that window of opportunity. 5 trucks are due for annual maintenance next week. The operations planner would need to know the availability of the repair bay in various locations so that he can coordinate truck routes such that they will be in the vicinity of the assigned bay in time for maintenance. The maintenance manager needs to review next week s scheduled work orders to make sure the parts are in stock. If parts are not available for the work, he will need to reschedule such work orders and replace them with other pending work orders. 12

13 Visibility of Other Resources Solution Maximo Scheduler provides a graphical view of Craft, Asset, Location, Materials, and Tools that will allow the planner to schedule work with confidence that other critical considerations can be met. Planners are able to view when equipment will not be running, and when it will be available for maintenance to be performed. Planners can avoid reworking schedules due to schedule dates that can not be met due to Asset and/or Location utilization. 13

14 Asset & Location Availability Maintenance and Operational schedules in Assets and Locations with visibility in Scheduler This determines when work can be done on the Asset/Location 14

15 Material Availability Other Resource Availability tab shows: Maintenance/Operational/Calendar availability of Asset and Location Material Availability for planned materials Shows required quantity vs available quantity Green bar shows materials are available, red bar shows materials are unavailable Planners & Schedulers know when not to schedule work based on material availability 15

16 Schedule Cost Projection & Tracking Use Case A Planner knows that he only has a given budgeted amount to devote to the project which is currently being scheduled. His management will need to know if the project can be done within budget. A capital project is partially complete, and the project planner has been asked by executive. management for a cost rundown of the scheduled project, progress, etc. Solution Maximo Scheduler provides instant means for a Planner to assess how closely they are keeping to budget with a schedule being defined. For schedules that are underway, it provides a complete breakdown of proposed, committed, and actual costs. This eliminates the need for custom reports to be defined and run, and can assist a Planner in keeping within budget long before the start of a planned project. 16

17 Schedule Cost Tab Calculate costs within schedule by week, month and year Illustrate Committed and Saved Estimated Labor, Materials, Services and Tools, as well as Actual Labor, Materials, Service and Tools Allows budget adherence 17

18 Graphical Employee Assignment Use Case Part of a maintenance supervisors role is to assign work to maintenance technicians or crews based on their skill and availability. To do this quickly and accurately, they need to view their current assignments, break time, shift and vacation time. Solution The Graphical Assignment application in Maximo Scheduler provides drag and drop capability, along with the visibility of all other critical factors (current assignments, vacation and break time) for proper assignments to be made. Illustrates unassigned work and facilitates efficient assignment of appropriate technicians or crews based on craft or crew type. Provides effortless reassignment of work from one technician/crew to another, as well as the ability to split work among technicians/crews. 18

19 Graphical Assignment Aimed at the process of assigning work to people Similar UI to Scheduler Gantt view for consistency Helps the Planner & Scheduler see non work time for a resource, as well as assignments made by other Foremen beyond the bounds of their schedule eliminates duplicate labor assignments 19

20 Making an Assignment Allows the Foreman to: Split Work According to Shifts, might be used if extending duration of the assignment across an end of shift Split Work, once split can drag second assignment to add a time gap Split Work into Three Records, creates two additional assignments Create/Delete Assignment 20

21 The Dispatcher 21

22 Dispatching Use Case The dispatcher is notified at the start of the shift that Crew1 will not be available today, so all of their priority 1 work needs to be rerouted and reassigned to other crews in order for that work to be completed today. The Dispatcher has received an emergency work order for the northeast part of the city that needs to be worked on within the next 2 hours. Problem There is no easy way for the Dispatcher to view all of the current routes and where the work or resources are located throughout the city in an efficient manner. The Dispatcher needs to have a single view showing all of the today s routes on a map along with their work locations. They also need to have the ability to quickly assign new work to a crew and re-optimize their work route. Solution The Dispatching application in Maximo Scheduler allows the Dispatcher to: Utilize maps to show street-level routes (SLRs) on a map, location of labor or crew resources. Quickly drag and drop new work to a crew at the beginning of the shift scramble when time is limited to rearrange schedules for the day. 22

23 Dispatching Dispatcher monitors and responds to on-going work out in the field : Dispatching View provides clients the ability view Work Order assignments in a calendar and map view to spatially understand the dynamic work day. Dispatcher has the ability to view geo-location data from mobile devices and locate resources on a map to determine current location. Ability to view spatially which resource can be rescheduled based on location and travel time when new unassigned work orders come in throughout the day. 23

24 Dispatch Map View Shows the sequence of work assigned to each resource based on a route color. Ability to view nearby Labor and Crews, Unassigned Work, Prioritized work, Work Types and Status. Map View of Work Order Priority 24

25 The Mobile Field Technician 25

26 Field Technician Use Case The field technician is assigned work from the Dispatcher, and needs a way of acknowledging receipt, taking ownership, and knowing where the work needs to be performed. The field technician has finished his assigned work order early and has time available for other work, but does not know where any nearby work may be. An apprentice field technician is working on a job, but encounters a problem that they know can be resolved by a Journeyman Mechanic. They are fairly certain that a nearby resource exists, but unsure where and how best to reach them. The Foreman is made aware of a new work order assigned to his team, and needs to see where his resources Solution are located and the work which they are engaged in so that he may appropriately assign the work. The existing Maximo Everyplace mobile offering has 4 new templates provided as part of the Maximo Scheduler: Everyplace Technician (Tablet) Large Screen Heavy Technician Functionality Everyplace Technician (Phone) Small Screen Heavy Technician Functionality Everyplace Technician (Lite) Small Screen Light Technician Functionality (Inspector, Break/Fix, Rapid Dispatch) Everyplace Supervisor Small Screen Supervisor Functionality Enable Field Technicians and Foremen to view maps displaying current and assigned work, location of nearby resources, unassigned work, turn by turn directions to next assignment, feedback on assigned work 26

27 Field Technician Application Field Technician s Work Order Route 27

28 Field Technician Application My Work Field Technician s Street Level Route Field Technician s Material Requirements Field Technician s Tool Requirements 28

29 What s new in Scheduler 7.5.2? 29

30 New: Graphical Crew Management New Crew application to help with the Daily Morning shuffle of Crew Assignments Drag and drop labor and tools to make up a qualified crew 30

31 New: Adding Optimization to our Focus Areas Planning Resource Optimization Assignment Dispatching Real-time Communication Forecast Work Identify Resource Gaps Create schedules Availability Assets Location Material Tools Labor/Crews Assign using a Graphical UI Labor and Crews Accommodate vacation/break Graphical UI Public Map Control Route Visualization Labor and Crews Assign Emergency Work Communication to Field Technicians Update Work Status and Progress Capacity Planning Resource Leveling Resource Assignment Spatial Scheduling Dynamic Scheduling Schedule Compliance 31

32 Resource Leveling Problem definition: Work Orders have to be scheduled based on availability of labor, crew, asset, and location. Goals: Schedule work orders based on its priority in such a way that the available labor/crew resources are optimally used. Additionally work orders will be scheduled with minimal interruption and when asset/location are available for maintenance. Work Attributes Considered Skill level of the Craft Priority Direction Asset s Operational and Maintenance availability Location s Operational and Maintenance availability External Labor Schedule Window (Date Constraints) Resource Availability Variables Partial availability of labor/crew Time Interval Precision 32

33 Capacity Planning Problem definition: Work Orders have to be scheduled based on availability of labor, crew, asset, and location and completed within a defined time period. For e.g. 2 week shutdown, turbine overhaul (4 weeks), maintenance in remote locations with seasonal restrictions etc.. Goals: Schedule work orders based on its priority in such a way that the available labor/crew resources are optimally used within the given time period. If the available resources are insufficient then identify the required resources to complete the work. Work Attributes Considered Skill level of the Craft Priority Direction Asset s Operational and Maintenance availability Location s Operational and Maintenance availability External Labor Schedule Window (Date Constraints) Time period Resource Availability Variables Partial availability of labor/crew Time Interval Precision 33

34 Resource Assignment Problem definition: Daily work assignments are tedious to create manually when there are numerous work orders and labor/crews. Goals: Automatically assign labor and crews to work orders by matching skill, crew type and availability between the work order resource requirements and the resources. This allows the manager to manage exceptions rather than manually build the entire list. Work Attributes Considered Craft and Skill requirement of the jobs Crew Type requirement of the jobs Operational and Maintenance availability Location s Operational and Maintenance availability External Labor Schedule Window (Date Constraints) Resource Attributes Considered Craft and skill of the labor persons Crew type of the crews Standard shift availability Calendar breaks Modified person availability (vacation/sick/overtime/personal) 34

35 Spatial Scheduling Problem definition: Daily crew assignments need to consider the location of the work as well as distance and travel time, and be optimized into daily routes for each crew. Goals: Automatically create daily street routes for the crews by matching crews to work orders within geographic work zones, considering the type of work to be performed and the capabilities of the crew. Work Attributes Considered Service Address of the work, asset or location Work zone of the work Type of crew required for the job Travel time between locations External Labor Resource Attributes Considered Crew type of the crews Work zone of the crews Daily composition of the crews Start location for a daily route Finish location for a daily route Standard shift availability Calendar breaks 35

36 Dynamic Scheduling Problem definition: A Scheduler user needs to be able to quickly focus on new emergency work that is entering the schedule. Goals: Identify new emergency work that has entered the schedule. Alert the user (supervisor or dispatcher) that emergency work has been found, and that there are resources identified that are available to be assigned. Allow the user to choose an appropriate available resource, or optionally make the assignments automatically on a scheduled or recurring basis. Work Attributes Considered Service Address of the work, asset or location Work zone of the work Type of craft or crew required for the job Travel time between locations External Labor Resource Attributes Considered Craft and skill of the labor persons Crew type of the crews Work zone of the crews Standard shift availability Modified labor availability Calendar breaks 36

37 Optimization Value Proposition Planner manually creates an optimal schedule Foreman manually performs assignments for all work orders and tasks Dispatcher manually adjusts resource schedules affected by new assignments Current Approach Scheduler Schedule automatically created while factoring in available capacity Capacity Planning and Resource Leveling Resources and/or Crews automatically assigned to schedules Resource Assignment and Spatial Scheduling Incoming work automatically assigned to Resources or Crews Dynamic Scheduling Benefits: Quicker schedule creation Greater schedule accuracy and compliance Huge efficiency gains by eliminating routine repetitive assignment action Major efficiency gain by freeing the Dispatcher from shuffling resource routes to accommodate incoming work Reduction in Services required to supplement resources Allows Foreman to adjust the assignments rather than make them Optimizes routes to maximize productivity Streamlines the entire work management process! 37 37

38 New: Scenario Management 70% labor availability Create scenarios to perform what if analysis. Scenario 1 80% labor availability Scenario 2 Schedule 80% labor availability Ignore Work Order priority Publish the agreed upon Scenario Scenario

39 Compare Optimization Scenarios Ability to compare different optimization scenarios before publishing the approved set of scheduled work orders. 39

40 New: Compliance Dashboard Measure labor, Work Order and schedule compliance for any user defined work period Compare planned vs unplanned hours Visibility into completed Work Orders against total Work Orders planned Calculate break-in and break-out Work Orders 40

41 Scheduler is part of Maximo Asset Management Maximo Asset Mgmt Maximo Scheduler Scheduler is an add-on product to Maximo Is installed when Maximo is installed Enabled by the Scheduler license key ODME Ships with Scheduler but Installed only when optimization is required 41

42 Why Maximo Scheduler? Lower maintenance costs by gaining operational efficiencies Optimization models transform laborious, manual and time consuming work management tasks into faster, automated processes with meaningful results Quick, easy to perform, and reliable labor assignments Send/receive updates and constantly monitor work progress Respond quickly to emergency situations Improve resource utilization Uncover shortfalls in the resource pool prior to embarking on critical projects Access to dynamic routes, directions, as well as view of nearby work and co-workers, all on a mobile device Track Crew and Labor location, sequenced dispatched work, and effectively deal with new incoming work Embedded in Maximo Manage all your asset classes through a single product No third party product integrations required 42

43 Questions 43