Hybrid work order assignment approach

[Former Member]

We are considering the concept of a hybrid approach for Work Order assignment that I would like to table with the community to see if anyone has been down this particular path before.

The issue is that we want assign work out to supervisors (who may be in the field and carrying mobile devices) who then re-assign it to their team members. Supervisors need to be able to see all the work that they and their team members have (even after it has been assigned out to the person doing the job) but team members should only see the work that has been assigned to them.

The idea is to combine Work Center assignment with Person Responsible assignment.

Supervisors will have a PID setup for their Work Center. Team members will not.

Planning and scheduling will assign work out to supervisors and in some cases directly to person responsible if they know that for specific work.

Work needs to be assigned at the Operation level. It is possible to have Work Orders where different Operations are carried out by different people and indeed people from different Work Centers.

The sticky bit is that Technicians in the field must only see the work that has been assigned directly to them.

The alternative to this approach would be to create and maintain Work Centers right down to the Person level. This is something that the business does not want to do.

I would appreciate your comments if you have experience in this area.

Regards

Marty

[Former Member]

One clarification:

Work assigned out to supervisors is done by way of Work Center assignment. This is then the mechanism that lets the Supervisor still have the work order on their device after they assign it to the Person Responsible (field technician).

[Marçal_Oliveras]

Hi Martin,

I did almost the same development. The difference is that our hybrid assignment is supervisor (work order header) + operation technician, not based in Work Center.

I will explain my approach in a fast way:

• I decided to keep assignment type 2 as the Work Manager value. Then the developments are focused in adding assignment type 1 functionality.
• Implemented BADI in the Work Order handler to extend the get assignment 2. (method /SMERP/IF_PM_WO_BADI~GET_ASSIGNMENT_TYPE2). This method is basically replicating the selects done in the standard get assignment type 1, but in the BADI it is a bit complicated to implement because you don't have access to all the data you would like.
• In the same Work Order handler, I enhanced the GET_WORK_ORDER_OPERATION method with implicit enhancement spot in order to fetch all the operations for each work order (START enhancement) and in the END enhancement I deleted the operations where the user is not the work order supervisor and he is not assigned. The point is: A supervisor will have all the operations available but a technician only the ones where he is assigned.
• Finally I had to enhance the method TRANSFER_WO to allow supervisors transfer a work order. (I change the assignment type in runtime if the operation is empty)
• From the Agentry point of view, you will have to carefully modify the rules for Assignment type 1 in order to work when the assignment type 2 is set.