Resource - Technician

In the standard activity, it is possible to carry out resource planning (technical, tools and supplies) that will be used during the execution of verification, calibration and maintenance activities. Plans that have been created with the "Copy data from activity" option may have the feature configuration changed to best suit their needs.

Later, in the verification, calibration and maintenance activities, the resource settings will be inherited from the standard activity (when the plan has inherited the data from the standard activity) or the plan (when the plan has copied the standard activity data). Here's how to configure activity resources, in each of these situations:

Technician

In this section, the technicians responsible for the activity in question must be entered. During the planning or execution of activities, it is possible to view the estimate of resources that was previously configured in the standard activity or plan, when it was created with the "Copy data from activity" option.

This section aims to assist the allocation of technicians during the programming of activities. The resource estimate configuration is done in the Standard activity or Plans (verification, calibration and maintenance), as long as they have been created with the "Copy data from activity" option.

Standard activity and Verification/calibration/maintenance plan

Click on the

button in this section to add an estimate. On the screen that opens, complete the following fields:

▪Position: Select the role that the technician must perform to execute the activity.

▪Quantity: Enter the number of technicians, who have the previously selected position, that are required to perform the activity.

▪Man/Hour needed: Set the number of hours that must be allocated by a technician to perform the activity.

▪Total Man/Hour: This field will be filled automatically by the system with the total hours that will be required to perform the activity.

Activity programming and Activity execution

In this section, it will be possible to see the resource estimates for the activity. In these steps, the estimate of resources is more intended to be informative/guidance.

Use the buttons in this section to add, edit, delete, allocate/enter time to the activity technicians:

	Click on this button to add a new technician to the activity. The details on how to add a technician can vary from standard activity to plan, as well as the step where the activity is located. See the following subsections for details on how to add a technician.
	Click on this button to edit an activity technician. When the user clicks this button, the same inclusion screen will appear; however, with the required fields filled out. See the following subsections for details on how to add a technician.
	Click on this button to delete a technician from the activity. Select the desired technician before clicking on this button.
	This button will only be displayed when the integration with SE Time Control has been configured and when the activity is in the execution step. Click on this button to create the timesheet of the technician. For more details about the timesheet, refer to the "Timesheet (Integration with SE Time Control)" subsection in the Activity execution topic.
	Click on this button to view the resource allocation data of the technician in the activity. Select the desired technician before clicking on this button.

Technician allocation (standard activity and plan)

To associate a technician with a standard activity or plan that was created with the "Copy data from activity" option, go to the Resources

Tool section and click on the

button. At this point, the following screen will be displayed:

Technician: Select the technician responsible for the activity. If there is a Service center selected in the respective field, then only the associated technicians will be presented as a resource of the selected service center. Otherwise, the associated technicians will be presented as resources in at least one service center.

Service center: Select the service center responsible for the activity. If there is a Technician selected in the respective field, then only the service centers where the technician was associated as a resource will be displayed. To associate a service center that does not exist, click on the

button to create one. The service centers presented in this field are recorded in the SE Asset component (File

Service center).

Position: This field will be filled automatically by the system with the technician position selected in the previous field.

Sched. time: Enter the planned duration for the technician to perform the activity.

3.After filling in the fields, click on the Save button, at this point, the technician will be associated with the activity.

To associate a technician, in the activity planning step, go to the Resources

Tool section and click on the

button. At this point, the following screen will be displayed:

▪Technician: Select the technician responsible for the activity. If there is a Service center selected in the respective field, then only the associated technicians will be presented as a resource of the selected service center. Otherwise, the associated technicians will be presented as resources in at least one service center.

▪Service center: Select the service center responsible for the activity. If there is a Technician selected in the respective field, then only the service centers where the technician was associated as a resource will be displayed. To associate a service center that does not exist, click on the

button to create one. The service centers presented in this field are recorded in the SE Asset component (File

Service center).

▪Position: This field will be filled automatically by the system with the technician position selected in the previous field.

▪Allocation type: Select one of the following options to define how the technician hours allocation will be performed:

oManual: If this option is selected, then it will be necessary to set the number of hours the technician will work on the activity per day. Once this option is selected, the calendar displayed just below these fields will be enabled to fill in the hours to be performed by the technician. It will only be possible to enter the time in the "Sched." field, for the days that belong to the planned activity period, which is defined in the activity general data.

oDivide the hours by the activity period: If this option is selected, then it will be necessary to enter in the "Sched. time." field the total number of hours the technician must use to perform the activity. At this point, in the calendar presented below these fields, the times will be divided between the days that cover the planned activity period, which is defined in the general data of the activity.

▪Sched. time: If the allocation is of the "Manual" type, then this field will be automatically filled with the total hours obtained by the sum of the hours entered in the calendar. If the allocation is of the "Divide the hours by the activity period" type, then this field must be filled with the total hours for the activity execution.

▪Estimated cost: This field will be automatically filled by the system with the cost of the technician. This value is obtained by multiplying the time value of the technician with the number of hours allocated to the technician.

▪Technician calendar: This field is automatically filled by the system with the calendar configured for the technician.

1.After completing the fields, click on the

button. At this point, the technician will be associated with the activity.

New technician allocation (activity under execution with integration with SE Time Control)

1.To associate a technician, in the activity execution step, go to the Resources

Tool section and click on the

button. If the integration with SE Time Control is configured, the following screen will be displayed:

button to create one. The service centers presented in this field are recorded in the SE Asset component (File

Service center).

Position: This field will be filled automatically by the system with the technician position selected in the previous field.

Open timesheet after saving and exiting: Check this field so that after the technician is added, the timesheet screen is displayed. Remember that only the users configured on the "Timesheet permission" tab in the resource data, can perform the timesheet for the technician. For more details on the timesheet, refer to the "Timesheet (Integration with SE Time Control)" subsection in the Executing maintenance activities topic.

3.After filling in the fields, click on the Save button, at this point, the technician will be associated with the activity.

New technician allocation (activity under execution without integration with SE Time Control)

To associate a technician, in the activity execution step, go to the Resources

Tool section and click on the

button. If the integration with SE Time Control has not been configured, the following screen will be displayed:

button to create one. The service centers presented in this field are recorded in the SE Asset component (File

Service center).

After completing the fields, click on the

button. At this point, the technician will be associated with the activity.