Hi Travis,
You are correct, in order to assign or to see if there is capacity, you need to have shift hours.
Correct also, there are lots of implications with calendars, But where possible I encourage a single calendar and as many shifts as needed. Though I have seen 1 calendar for each shift and this client had 10 shifts. So when applying a vacation, you had to repeat across the 10 calendar, though in your case 9 as one would not have the holiday.
So that would be one option, but maintenance can be painful. Think of a calendar as the generic company level one with any special change usually be at the personal level.
Using modify availability is your second choice. The only thing without Maximo Scheduler you are doing changes on a one-by-one basis.
There is a third. If you have Maximo Scheduler, then my preference to use the Graphical Resource application. This allows quickly (and in bulk) apply the changes as you have described.
There are potentially further solutions:
- Do as you suggest an interface that uploads the change to the MODAVIL object. We have done this from an HR system as the leave requests (and their cancellation) are done externally, but any extra time (OT) is done via the modify availability or Graphical Resource application.
- Do the same, but use the MX Loader
- Do the same, but use the Application Export/Import
- Create an app the looks at the MODAVAIL object and make change in that.
Do no panic about shift-breaks. It's just recognising (usually) when lunch is so when (and if you care about it) you are doing an assignment the day is effectively broken into 4 hour block + 30 min lunch + 4 hour block giving 8hrs of work, but they are on site for 8:30 hrs/day, and it's used in the Graphical Assignment application. You "normally" can't work people for 8 hours straight, so how can you organise their work which this aids.
How granular you go is up to you. Just remember for each extra detail it comes with additional management.
I like your example of the student working varied shifts. A person can only have one shift, Maximo is not built for anything else. but it is built to recognise that a shift can be made up of differing work period for a rotation. An example in the mining industry is that Type A shift works on a repeating 28-day pattern of 1-weeks on days, 1-week on evenings, and 2-weeks on night. That does necessarily help where a student may not have a fixed rotation, but that is needed when it comes to forward planning or at least it's assumed by Maximo. Using the MODAVIL with a calendar assigned and blank shift will work as you don't need to select a date in order add their shift, but the downfall is that you can't do that in bulk. So I see lots of work using this method.
It still feels that I'm missing something, but I'd need to map the work periods better.
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Craig Kokay
ISW
Maximo Practice Manager
eMail:
ckokay@isw.net.auPhone: +61-411-682-040
IBM Champion 2021
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Original Message:
Sent: 06-17-2021 15:55
From: Travis Herron
Subject: Person Calendars -- how to use a generic calendar with a Holiday but add a work shift
I'm on a mission to learn how to use Calendars the right way. Please help me on my journey:
As I understand it, there should be a fairly generic "baseline" Calendar and Shift. You assign that to the Person record as the Primary Calendar and Shift. (We're a single Org, single Site, so I don't think I'm going to need to worry about one Person needing multiple Calendars.) As this Person deviates from that baseline with vacations, sick time, etc., you should use the Modify Person Availability action. Sound right so far?
Here's my current problem: I have that generic baseline Calendar. I added a Holiday for July 4th (to be observed on the 5th) to that Calendar. I applied the Calendar to my Person record. Now I want to adjust my availability so that I'm working that day. I added a row to the Modify Work Dates section with a Reason Code WORK on the 5th.
I added a 1-hour Assignment at noon on the 5th to a Work Order. It's not seeing that I'm available on the 5th. It looks like it's starting my availability on the 6th. What am I doing wrong?
#EverythingMaximo
#Scheduling
#WorkManagement
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Travis Herron
Pensacola Christian College
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