Small Site Scheduling
description
Transcript of Small Site Scheduling
Small Site Scheduling
John ReeveManager/Practice Leader Maintenance & Reliability Solutions
January 10th, 2013
Mountain West Maximo User Group
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IntroductionBackground / Overview
What really is Scheduling?Dissecting the pieces & explaining the types
Small Site CharacteristicsDefinition of Small Site & recognition of challenges
MAXIMO System Goals – quick review
Chart a CourseWhat might be the requirements and prerequisites for a small site?
What did we learn?Design from the ground up.
Outline: Small Site Scheduling
Increase reliability, productivity. Become less reactive. Optimize cost.
CMMS Experience
SmallSite SchedulingDecember 2012
Weekly Scheduling
Work Execution
Actions Performed
Actual Hours
Status Change
Trades Feedback
Planner Review
Action Resolution
Close Work
Work Scheduling
Work Planning
Backlog
WorkIdentified
DailyPlan
Emergency and Urgent
CM feedbackPlanning Feedback
Failure Coding- - - - - - -
PM feedbackAsset condition
PM, PdM, CBMauto
generation
Review new work from yesterday, and immediately hand out tickets to workers
Typical Work Management ProcessOperations
Shift Supv Buy-off
Reactive Maintenance bypasses a lot of stepsNote: self-inflicted reactive vs normal P/S approach
What really is Scheduling?Scheduling software has been around for a very long time. Commonly used terms include:1) Activities (ID and description). An activity could be a work order, task or just an op event.2) Logic ties (predecessors, successors, and lags)3) Duration (overall start-to-finish time)4) Activity Priority5) DataDate & Progressing6) Craft/resource code to do the work; WBS code7) Resource availability (craft calendars). 100% ?8) Activity Calendar (7DW24hr, 7DW8dayshift, 5DW8dayshift)
0-------8---12---16------24------8---12---16------24------8---12---16------24
101 Pri-3 MECH202 Pri-3 MECH303 Pri-3 MECH
What if:We only have 2 MECHs?Something has to move out.
DAY 1 DAY 2 DAY 3
A. The planner/scheduler determines what records should be considered for analysis, e.g. APPR.B. The scheduling process first looks at logic ties, durations and activity calendars to determine
critical path and float. Work starts … could “move around” based on logic.C. If resource leveling is requested, then activities can further move based on resource
availability limitations, priority, float (TF), and report date. This criteria for leveling is setup inside the scheduling tool and dictated by the scheduler.
If we had several 8-hour jobs, but only 2 MECHs, we could do how many __ jobs in one week?
There could also be specific start
dates called Constraints
5 – Year Capital Plan
Maint. 4-week
Lookahead
Outage/Turnaround
S/W Upgrade Projects
New Construction
Types of Schedules
Next WeekLong Term Horizon Today
Resource-Leveled Weekly Schedule
Daily Plan
Emergency Breakdowns
Disp
atch
ingWorker
Assignments
Reactive Maintenance
Asset Management 25-year Plan
Industry Best P
ractice
SCHE
DULE
W
ORK
ORD
ERS
W
BS
Activities Percent Complete provide earned value
Actual Labor Costs
CostApplication
ETC
Advanced Project ManagementThis illustration shows how WBS and Scheduling can be combined within CMMS.
Budget
What are “small sites”?
Note: It’s possible that 30-40% of all sites are struggling with the scheduling process.
Single, small site, organizations
Large organizations that have several small sites
all MAXIMO installations
Mid-size, organizations
Who fits in what category and what size is backlog? (<100, 100-500, 500-1000)
Characteristics of Small Sites 1. They have a small work force2. They do not have a large backlog3. Most work is similar in nature & size. Crews are on rotating schedules
»» Only one Craft code "TECH“4. There can be different worker skillsets but these would be managed
outside of MAXIMO at morning stand-up5. O&M Supervisor needs to highlight Operational events as well as
maintenance activities6. Supervisor may identify a maintenance action but not create a work
order. He will link to WONUM before job start however.7. Supervisor may link a Crew or Craft to Task8. Supervisor may link Worker name to Task 9. Supervisor easily relates to a Calendar style format as this hangs on
the wall at home, and, is also standard MS Outlook design. 10.Supervisor does leveling in his head. Does not need to see barchart
or histogram.
30-40% of all MAXIMO sites
O&M Staff member, possibly a Supervisor or Lead TechCould be a O&M ManagerVery busy person. Keyboard savvy. Comfortable with MAXIMO. Knows how to get around in the system and search for stuff. Runs reports. Uses whatever software he knows.Has privileges to insert Locs, Assets, PMs, & Job Plans. Knows how to create PR-PO.He identifies work for planned shutdowns. Coordinates with contractors as required.Probably does all staff availability & work scheduling…
but … this is outside of MAXIMO and “in his head”.
MAXIMO User, at a small site: the “Main Guy”
Can this be changed?
There is nothing wrong with being the ”main guy”, but … lets review the pieces of the puzzle:
SoftwareProcessOrganization
Have we optimized all pieces of the puzzle?
Insert Operational
& Maint. Tasks
Low Click-Count.
Easy to Use
View Graphical
Month
Envision a Solution** Requirements for Small Site Scheduling **
Email staff
What could be done with this app?
MAXIMO Calendar Application
Work Scheduling
Cool Features might be …1. Able to see full month via MAXIMO Calendar, and, manage work
from this format.a) Insert a new work order with SchedStart date; and alter
Crew and Lead b) Store an operational event, or staff availability, or just a meeting note
2. Be able to color code (shade) tasks by Crew or Craft.3. Be able to color code by
a) Maintenance Taskb) Operational Eventc) Staff Availability Noted) Meetings
4. Able to control whether WONUM or Description shows in date box.
5. If more Task records linked to Date box then space allows, then user would click-display to see expanded list of other work
6. Once Task has WONUM on calendar date then populate Workorder.SchedStart
7. Auto-send email to person (worker) once assigned to task
Managing Resource Availability
This then provides the total hours in a given day or week – which is useful for the planner/scheduler
Excel
Tracking Planned Absences – by Worker from the Calendar app
Feeds Assignment
Manager
Select Action
Feeds ModAvail Table
What did we learn?The Challenge – and SolutionAnyone can install software. The magical part is in the surrounding process/procedure, and design.
A go-forward Strategy1) Define a solution which meets ease-of-use requirements, e.g.
click-count. Calculate level-of-effort to run.2) Make sure everyone is on board with process and design.
Establish local site, stakeholder and enterprise-wide consensus.3) See if existing add-ons provide such functionality, otherwise, code
internally, or, investigate service solution tailored to your needs.
Clearly identify needs. Then match solutionto staff capabilities.
The RewardWork scheduling enables organizations to become more proactive, get more work done, and reduce backlog quicker. This would increase productivity, improve department coordination, and enhance job safety. And, all of this equates to cost optimization.
Before Purchasing New Software, ask ….
1) To justify a purchase, you should define the goals first. What problem are you trying to solve? What TYPE of schedule are you trying to create?
2) What benefits are you trying to gain? 3) What are others doing with software that you are not
able to do? Have you done any benchmarking?4) Will this software improve schedule process efficiency? 5) Do all levels of organization agree on the goal? 6) Does “one size fit all”? High click-count? cultural change
or data improvements needed?
6 suggestions
Advanced processes seldom “get fixed” by purchasing new software.
The point is this….when considering advanced processes the requirements for success involve much more than just software. There is process, procedure, roles, responsibility, and cultural buy-in.