The Condition for Work and the Reason for Work are two fields which are used together on work orders. The Condition for Work is used to identify the state or condition of an asset in order for work to take place. For example, the asset can be running, stopped, isolated or it requires a shutdown or turnaround. It allows other work to be identified if an asset’s state changes. The Reason for Work field is used with Location and Asset priority to determine the matrix priority of a work order. The Reason for Work is entered in the Prioritization Matrix (HSE) application.
Condition for Work (HSE)
The Condition for Work is a small application with just the List tab and the main tab. There are two types of Condition for Work, those associated with Shutdown periods and those associated with Operational periods. There is a status field with statuses of Draft, Active and Inactive and to be used in other applications the Condition for Work record must be at an Active status.
The condition for work is likely to be in the context of a work function; maintenance, inspection, project, production, etc. It refers to the state of the asset for the work function to be performed. Some examples of the condition for work are, SHUTDOWN, LOCKEDOUT, ISOLATED, PURGED, STOPPED, RUNNING, etc.
Two fields are used for optionally associating another Condition for Work to the current one. For example, when the Condition for Work is SHUTDOWN the asset may also need to be LOCKEDOUT and TAGGEDOUT. When an asset has the Condition for Work of ISOLATED it may also need to be PURGED. The Condition for Work for PURGED, LOCKEDOUT or TAGGEDOUT would not have an associated Condition for Work.
A checkbox is used to indicate whether the Condition for Work is selectable on Permit to Work or on Isolation Management applications. In these applications multiple condition for work values can be entered, but there is no reason for work.
Apart from the standard set of actions found in most Maximo applications and on the toolbar, the Condition for Work application provides the Change Status action which can also be used from the List tab against a selected set of records.
The supporting object/table for Condition for Work is PLUSGCFW and this is defined at the SYSTEMORGSITE level, same as Job Plan or Classification. This allows a new Condition for Work to exist at either the System, Organization or Site levels but you will only be able to make that decision when inserting the record as the Organization and Site fields will be read-only after first save. The primary key is ORGID, SITEID, CFWNUM.
Prioritization Matrix (HSE)
A Prioritization Matrix is a method used for deriving work priorities, one such method is Ranking Index for Maintenance Expenditure (RIME). This combines Asset Criticality and Work Classification into a two-dimensional matrix.
In the above example the reason for work dimension has a numeric weighting and the cells are the product of this value and the asset priority and is termed the matrix index. The matrix priority is represented as the colours in the diagram where 1 is high (the red cells) and 5 is low (the yellow cells).
The Prioritization Matrix is a small application with just the List tab and the main tab. Each record in the Prioritization Matrix application is based on a reason for work. In the example above this would be the column headings which are closely aligned to work types. The Prioritization Matrix is actually a table window (Matrix List) linked to the reason for work.
A reason for work record must be unique for an organization and a function, all three fields are mandatory. There is a status field with statuses of Draft, Active and Inactive and to be used in other applications the Reason for Work record must be at an Active status. The supporting object/table is PLUSGRFW and this is defined at the ORG level. The primary key is ORGID, RFWNUM, FUNCTN.
When entering a reason for work record the display sequence can be set. This provides the column order in the Priority Matrix report. The action Run Priority Matrix Report runs the report.
Job Plans (HSE), Preventive Maintenance (HSE), Routes (HSE)
The Condition for Work and Reason for Work fields are entered on a job plan, they are not enterable on its tasks. On the Preventive Maintenance (HSE) application they are displayed for reference in the Work Order Information section on the main tab and in the Job Plan Sequence table window. On the Routes (HSE) application the two fields are displayed on the Route Stops table window, displaying the values on the referenced job plan. The function field is also displayed alongside these two fields on PM and Routes applications, it is derived from the Reason for Work record.
Work Order Tracking (HSE)
When a work order is created from a PM or when the Job Plan is applied to a work order the Condition for Work and Reason for Work fields will be copied from the job plan, they can then be modified in the Work Order Tracking (HSE) application on the main tab. The Matrix Index and Matrix Priority fields are set by looking up the asset or location priority for the Reason for Work value from the Prioritization Matrix records. Note, the Matrix Priority is not related to the Work Priority.
There is a Reason for Work section displayed below the Multiple Assets, Locations and CIs table window.
When the Reason for Work is applied, and the work order has not been generated from a PM then the Matrix Priority value is used to calculate the target start and finish dates on the work order. The calculation uses a Numeric Range Domain called PLUSGMATRIXPRIOR. The values are in hours and use a 24-hour, 7 days per week clock. The Select Value on the Matrix Priority field shows the values from the domain.
When the Matrix Priority is 1 the Target Start Date is the date/time when the Reason for Work was applied to the work order and the Target Finish Date is set to be 24 hours later. Note, the calculation is performed even if the work order already has a target start and target finish.
If the Matrix Priority is changed then the Matrix Priority Overridden field is checked. A Matrix Priority Override Code may be used to indicate the reason. After the target dates have been calculated then if the user modifies the dates the Target Dates Overridden field will be checked. Note, an alternative to the calculation of the target dates is to use a Service Level Agreement, this would provide greater flexibility in the calculation of these two dates.
There are some Organization level options for how the calculations and settings are made in the Reason for Work section of Work Order Tracking (HSE). The option is called Work Order – Prioritization Matrix Options.
- When the Matrix Index is calculated you have the option of choosing whether the asset or location priority is used to look up the Matrix Index value, the default is to use the Asset.
- When modifying the target start date or target finish date you can specify the minimum change in hours before the Target Dates Overridden field is checked, the default is 1 hour.
- The Overwrite Job Plan Data on Work Order field is checked by default. This means that if the matrix index and matrix priority fields already have a value and a job plan is entered and the reason for work is copied then Maximo will overwrite the matrix index and matrix priority. Unchecking this field will allow the original values to be maintained.
Service Requests (HSE)
The Service Request application also has fields for the Condition for Work and the Reason for Work. The most likely use for these fields is to copy the values when a work order is created from the SR. To do this the two fields would need to be added to the crossover domain TICKET2WO.
Permit to Work (HSE), Isolation Management (HSE)
In the Permit to Work (HSE) application on the Hazards and Isolations tab and in the Isolation Management (HSE) application on the Hazards tab there is a set of sub tabs one of which is Condition for Work. This is to identify the plant or asset condition for the permit or isolation.
When a record is entered in the table window the values that can be selected are only those where the “Use With Permit to Work” checkbox is checked. Multiple condition for work records can be selected or added, there is no reason for work field.