Work Instruction Forecasting

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Rusada Software Work Instruction Training Subject Project Area Module Customer Author Revised: : : : : : Forecasting Enterprise 3 Technical Records Forecasting N/A

: Michal Waclaw
Revision History

Date 10/03/2008

Version 001

Description Created

Author Michal Waclaw

TABLE OF CONTENTS: 1. Introduction ........................................................................................................................ 2 2. Specific Instructions ............................................................................................................ 2 2.1. The Forecast Criteria ........................................................................................................ 2 2.2. Running a Forecast for a single Registration....................................................................... 4 2.3. Colours ............................................................................................................................ 4 2.4. View Modes ..................................................................................................................... 5
Time Chart View ..........................................................................................................................................................5 List View .....................................................................................................................................................................5 List Report Details .......................................................................................................................................................6 Financial View .............................................................................................................................................................7

2.5. Running a forecast for multiple Registrations. .................................................................... 7 2.6. Running a forecast for multiple Registrations, one Maintenance Item. ................................ 8 2.7. Forecast Scenarios. .......................................................................................................... 8 3. Copyrights .......................................................................................................................... 9

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Work Instruction Forecasting

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1. Introduction The Maintenance forecast option provides the ability to run forecasts for a wide range of options. Reports can be run using a range of built in Forecast Scenarios. Users can also create their own Scenarios and these can be saved for future use. From the Technical Records Menu select Forecasting.

2. Specific Instructions 2.1. The Forecast Criteria

Take time to become familiar with the Forecast Criteria but be aware that some options may not be applicable on your system configuration.
Parameter From: (date) Scenario used: Forecast To: Reg: Asset: Based At: Operator: Reliability Fleet: Outcome By default this is set on the current date but may be changed to last Journey Date, Look Ahead or Next Major MI. Please see below for more details on this parameter. Select a Scenario. Enter a maximum Date to Forecast Too. Depending on the Scenario selected, the user may need to open the Forecast To and select Clear to remove any date restrictions. Select a single Reg or leave blank for all. Select a single Asset or leave blank for all. Select a single Base or leave blank for all. By selecting an operator you can generate a forecast for a specific customer. By selecting this you can generate a forecast for a specific reliability fleet. If required the report can be restricted to a single MI by selecting the same MI in the From Item and the To Item. A Range may be selected by choosing a low MI and a higher MI. If blank then all MI's are included. as above. Select an Issuer or leave blank for all Select a Type or leave blank for all Select a single Asset Model or leave blank for all. Select a single Asset Type or leave blank for all.

From Item: To Item: Issuer Type Asset Model: Asset Type: Check boxes Work instruction

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Work Instruction Forecasting Maint Items: Unset Items: Not Fitted Items: Repetitive: Show Defects: Shop Visit MIs: Only Shop Visit: Only CMR: OOP: Weapon: De-select if Forecast required for only Un-Set items.

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Un-set items are Models that have not had a Maintenance Item associated to them. If ticked, forecast covers also the Assets which are not fitted to the Registration. If this option is selected, the forecast will forecast all repeat occurrences of any Maintenance Items that will fall due more than once within limitations selected, i.e. Date range, Hours, Cycles etc. If ticked, Forecast will show all Open Defects for this Reg. If ticked Shop Visit MIs will be shown on forecast If ticked only shop visit MIs will be shown If ticked only CMR MIs will be shown If ticked only out of phase items will be shown If ticked weapon MIs will be shown

Detailed Description of the From Parameter. From field: Look Ahead - this option allows the user to input their own values against all or any Life Code currently in use. The Forecast will be performed using the values set by user. Next Major Item - if this is selected the system looks for the next due Maintenance Item which is a Major Item (after clicking Refresh button). Then the Major MI values window for the next due Major MI pops up. This window shows the Life Codes and their values by which the Major MI should be carried out. In Look Ahead By column it is possible to set user's Life Codes values which are beyond the Major MI values. System will forecast and show all Maintenance Items which should be carried out in the time between Major MI and values set by user. The overdue MI's will be also displayed. This function is very useful when there is a Major Maintenance Item to carry out and some other "next due" smaller Maintenance Items as they may also be carried out at the same time. Today if this is selected, the forecast will be generated from today on. Last Journey if this is selected the forecast will be generated from the last Reg journey on.

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Work Instruction Forecasting

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2.2. Running a Forecast for a single Registration

1. 2. 3. 4. 5. 6. 7.

From the Menu select Forecast. From: Leave as Today. Scenario Used: Leave as Last 3 Weeks. Forecast To: Leave as the default. Reg: Select your Reg Leave all other parameters as the default. Click Refresh button.

Note: The report can be stopped at any time by selecting the Cancel button on the progress bar.

2.3. Colours A range of colours are provided to show different item status's. Unset Item (Yellow). Unset items are Models for which no Asset has been assigned. You would expect to see a lot of Yellow Items when setting up a new Aircraft. Not Confirmed (Orange). Not Confirmed Items are items which where not confirmed. Items may be not confirmed when they had Life or Threshold changed or the Maintenance Schedule of an Aircraft which they are linked to had been changed. Not Planned Item (Pink). Not Planned Items, are items that have not yet been imported into a Work Order Task. Planned Items (Green). Planned Items are items that have been imported into a Work Order Task. The Planned Work Order and Task is shown in the Planned WO/Task Column. Defect Items (Mauve). Defect Items are Defects that have not been Closed. Defects can also be imported into a Work Order Task to be actioned. Overdue Item (Red). Overdue Items have exceeded their Due period.

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Work Instruction Forecasting

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2.4. View Modes

There are three View modes. Time Chart View (below): This view shows the forecast overlaid on a calendar. The calendar can be enlarged or reduced with the Zoom + or - buttons or by selecting the Week Month or Year option. The Time Chart may be printed exactly as it appears in view mode by clicking the Print button.. The Aircraft Registrations are in the left column and the Forecast Items are shown as coloured squares. By enlarging the view, the details of the Item become more visible. Hovering over with any Item will provide more details

List View (below): The List view shows all items in Due Order. The List may be printed, refer report Details below for additional information.

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Work Instruction Forecasting What the List View displays from Left to Right. Asset Maintenance Item Location Due at Remaining Estimated Due Planned WO/Task Part Number and Serial Number of Asset. Maintenance Item and Description Location on Aircraft if an Asset

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On Extension Cannot Extend

Remaining value based on Maintenance Item Life Limit Estimated Date Due based on the Scenario Used. If the Item has already been Imported to a Work Order and Task to be Carried Out, the Work Order and Task are displayed in this Column. If the Maintenance Item is on an Extension, this field will be Ticked. If the Maintenance Item Cannot be Extended this field will be Ticked.

List Report Details In the printed List Report, the upper section of the report shows details of the Log Book items. These are commonly the Airframe (A/F), Engines, Main Landing Gear, Nose Landing Gear and Propellers for prop driven aircraft. Report displays the following fields: Column Name Reg (line 1) Reg (line 2) Reg (line 3) Location Model Serial Number Manufacture Date Life Code Status Calculated Monthly Average Daily Average Used for Report. Information Displayed Registration. Maintenance Schedule that this Reg is on. Last Journey Number. Asset Location on Reg. Asset Model Asset Serial number. Asset Manufacture date. Life Code(s) used by this Asset. Current total on Life Code(s) in use. This figure is a calculated average total of the Monthly average for the last 3 months. This figure is a calculated average total of the Daily average for the last 3 months.

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Work Instruction Forecasting

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Financial View (below): The Financial view shows projected costs for Parts, Labour and Services. The Financial view can be exported to Excel for additional analysis.

What the Financial View displays from Left to Right. Registration Asset Maintenance Item Location Estimated Due Part Cost Labour Cost Services Cost Aircraft Registration Part Number and Serial Number of Asset. Maintenance Item and Description Location on Aircraft if an Asset Estimated Date Due based on the Scenario Used. Estimated Cost of Parts that are linked to the Maintenance Item via a Work Card. Estimated Cost of Labour that is linked to the Maintenance Item via a Work Card. Estimated Cost of Services that are linked to the Maintenance Item via a Work Card.

2.5. Running a forecast for multiple Registrations.

1. 2. 3. 4. 5. 6. 7. 8.

From the Menu select Forecast. From: Leave as Today. Scenario Used: Select Last 3 months averages . Forecast To: Change this to a date approx 6 months distant. Reg: Leave blank. Untick Unset Items. Leave all other parameters as the default. Click Refresh button.

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Work Instruction Forecasting

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Note this time we can see all the Aircraft from your fleet.

2.6. Running a forecast for multiple Registrations, one Maintenance Item. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. From the Menu select Forecast. From: Leave as Today. Scenario Used: Leave as the Default . Forecast To: Leave as the Default. Reg: Leave blank. From Item : Select any Maintenance Item. To Item: Select the same Item as (6) above. Tick Repetitive. Leave all other parameters as the default. Click Refresh button.

Have a look at the result and check that you have produced what you expected.

2.7. Forecast Scenarios. Forecast Scenarios can be created for a variety of Life Code combinations and saved for later use in Forecasting. There are a number of pre-set Scenarios in the system and Scenarios can also be created and saved for future use. The preset scenarios are: All time averages. This option uses the averages across all Journey Logs entered into the system

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Work Instruction Forecasting

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Last 3 months averages. This option uses the averages across Journey Logs entered into the system over the last 3 months. Last 3 weeks averages. This option uses the averages across Journey Logs entered into the system over the last 3 weeks. To Create a Forecast Scenario In this example we will add a Forecast Scenario for projected flying over the next 3 months. Select the Forecast Scenarios Setup option from the Menu.

Click on the Add button on the toolbar at the top of the grid, or Enter Scenario name of Next 3 Months. Enter a Description of Next 3 Months. Click Save. Click the Add button. Select Year and a Month one Month greater than Today. Enter any Remarks. Against the Life Codes, enter 150 A/F Hours, 75 Landings, 150 Engine Hours, 75 Engine Cycles for the 1st Month. 9. Save & Close. 10. Repeat for the 2nd Month and enter 250 A/F Hours, 125 Landings, 250 Engine Hours, 125 Engine Cycles Save & Close. 11. Repeat for the 3rd Month and enter 100 A/F Hours, 50 Landings, 100 Engine Hours, 50 Engine Cycles. Save & Close.

1. 2. 3. 4. 5. 6. 7. 8.

3. Copyrights The software Enterprise, as well as their related developments, updates and all documentation (training, courses, explanatory documents, reports etc) are protected by copyright laws. Rusada is the sole owner of these copyrights (economic and moral rights). Warning: This document is protected by copyright law and international treaties. Unauthorised reproduction of this document, or any portion of it, may result in severe and criminal penalties, and will be prosecuted to the maximum extent possible under law.

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