The process of creating appropriate and detailed Operations can be quite intensive. With multiple factors to consider, and dealing with hundreds or thousands of individual activities can be a daunting task. Improving user efficiency and driving a clean data approach is the intent of the Packaging Wizard through a guided process.
Note
The Packaging Wizard can only be started when creating a new revision. When cancelling the Packaging Wizard, the latest revision is discarded which reverts it to the latest Finalised revision. This ensures that if the Wizard is cancelled, no data has been changed.
The Packaging Wizard is a process to automatically create, name, and order your operations based on your Tactics data. The Packaging Wizard, reads your Tactics data and groups appropriate Activities together based on multiple parameters - defined by you. Below is an explanation and example of each Step.
Step 1: Sync
As the 1st step of the Packaging Wizard, the Sync step ensures that the data available for the Packaging Wizard is the most accurate. Since the Operation creation and alignment process are driven from the Sync process, this is the 1st and most important step.
This utilises the existing Sync function within Orien. With the option to sync only the latest Finalised Tactics data. Or for those with the permission, to sync the latest data including those in Working Revisions.
Step 2: Define Operations
Once Synced, the Operations can be defined. This is a grouping process based on the Tactics just Synced in the previous step. This can be customised during the Packaging Wizard step or a predefined Template can be used. A template has more customisations available - for more detail it can be found here LINK TO HEADER BELOW.
The more parameters defined in this step, the more specific the created Operations will be. As an example, if only Frequency is considered then the provided Operations may look like this:
- 1 Calendar Week Operation
- 4 Calendar Week Operation
- 1 Calendar Year Operation
- 5 Calendar Year Operation
If Frequency and Labour Description are considered parameters then the created Operations may look like this:
- 1 Calendar Week Mechanic Operation
- 1 Calendar Week Electrician Operation
- 4 Calendar Week Mechanic Operation
- 4 Calendar Week Fitter Operation
- 1 Calendar Year Fitter Operation
- 1 Calendar Year Electrician Operation
- 5 Calendar Year Contractor - Mechanic Operation
These parameters are always available and enabled or disabled depending on the scenario. Below is the available parameters for creating Operations and the reason they're available:
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Constraint
- Ensure that Offline and Online tasks are performed separately
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Frequency
- Group all Activities occurring at the same interval e.g. All 3 Yearly Activities in the same Operation
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Labour
- This can be defined as the Labour Name, Labour Category, or Labour Code
- This ensures that all Labour combinations can be considered
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Activity Type
- This can be defined as Activity Type Description e.g. Inspection, Calibration or by Activity Type Code for custom groupings e.g. all Inspections, Measurements are all performed together
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Exclude Correctives
- Ensure that Corrective Activities aren't included in the Operations
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Exclude Redundant
- Ensure that Redundant Failure Mode Activities aren't packaged
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Only Failure Mode Activities
- Ensure that only Activities associated with a Failure Mode are packaged
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Exclude Already Allocated
- Ensure that Operations are only created with Activities not used in another Operation
Step 3: Merge
This step allows users to evaluate their created and existing Operations. Users can see the newly created Operations, their details, what activities are allocated to them, and compare them to existing Operations. If a newly created Operation, or multiple Operations, matches an existing Operation they can be merged together. The Merging process reallocates the selected Operation/s' activities into the new Operation's activity list. This process is significantly faster than allocating individual Activities.
Operations created by the Wizard will have a predefined naming convention of the parameters defined. Any Operation created by the Wizard will have the Operation Number of "Created by Wizard". This is helpful for identifying the new Operations.
When a single Operation is selected, a button called "View Operation Activities" can be selected. This shows a grid of each Activity and its details allocated to the Operation. This is available for existing and newly created Operations and is used to evaluate the Operation.
Step 4: Activities
This step allows users to evaluate and filter all Activities and their Operation allocations. This uses existing screens and functions that are available to be used after the Wizard is completed.
These screens are used to further investigate the Activities allocated to Operations, and particularly, those not allocated to Operations. Various filters can be used on those activities allocated or unallocated to Operations. This step is vital to evaluate if all activities allocated or unallocated are appropriately so. An export is available if bulk changes are required.
These screens and export are also available after the Wizard is completed.
Step 5: Series
This step lets Users create, edit, and delete Operation Series. Series are important for lower frequency Operation Activities to be utilised by higher frequency Operations. For example, it's common that Activities found in a 1 Weekly Mechanical Inspection operation is also used in a 2 Weekly Mechanical Inspection for the same asset. If these Operations are part of the same Series, these activities are always allocated to the lower frequency Operations.
Note
All Operations in a Series should be evenly divisible by each Operation beneath it.
Step 6: Align Resources
An Operation should have similar, if not the same, resources (Labour, Material, Custom Costs) allocated that are also allocated to each Activity in the Operation. This step makes this process more efficient. It reads all resources allocated to each allocated activity and allocates it to the Operation. Select the Align All Allocated buttons to apply to all Operations, or specific number of Operations can be selected to only apply to them.
This function can also cleanse Materials and Custom Costs not found in the Operation's Activities. This can be useful when major strategy/allocation changes have occurred on this Operation.
Since one Operation can only have one Labour allocated to it, if multiple labours are found for that Operation, one Labour must be selected as the Primary Labour for that Operation. The Primary Labour and the Resource values can be edited in the Operation Builder -> Labours Tab.
Step 7: Auto Order
The Auto Order step orders all, or a selected amount of Operations, using a predefined order. All are ordered alphanumerically in ascending order. There are 3 ordering options:
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Location, Group, Activity
- Groups all Activities by the Location, then the Group defined in the Document screen, and then the Activity Description
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Location, Component, Activity
- Groups all Activities by the Location, then the Component Description, and then the Activity Description
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Group, Location, Component, Activity
- By the Group defined in the Document screen, then by the Location, then the Component Description, and then the Activity Description
This function is also available after the Packaging Wizard has been completed on the Location Operation or All Operations tabs.
Review
For the last step, the Packaging Wizard will display a review table of what's been created, changed, or deleted during the Wizard. This step is used to evaluate the user's changes and provide the options to either Complete and apply the changes or the Cancel the Wizard and discard all associated changes.
The following details are shown: