Run Planning Button, via Interactive Planner

TRAX MANUALS > Planning > Planning Module > Planning, Query Menu > Interactive Planner > Interactive Planner Buttons > Run Planning Button, via Interactive Planner

The Run Planning button allows the user to run a planning query that allows for the forecast of aircraft maintenance along with the along with the associated material, manpower and cost requirements. Essentially, maintenance events are threefold in nature:

Scheduled/Planned Maintenance events such as mandatory Engineering Controls (AD, Checks, SB, etc), P/N Controls (TSO, CSO, etc.) and Deferred Defects (M.E.L., Watch Items).
Optional Maintenance Events such as Engineering Modifications and company convenience items (fleet campaigns).
Unscheduled Maintenance (Open non-deferred defect reports, non-routine task cards).

Note: Unscheduled Maintenance items are not included as part of the A/C Planning Query. These are the defect reports located during line maintenance checks and planned maintenance (overnights or checks). Defect Reports will not become part of planning until the Defect is Deferred.

From the Interactive Planner window, select the Run Planning button.

The Planning Query, General tab appears. Select the appropriate planning elements, and other specific criteria to run the planning query. As with any query application, the more information that is entered, the more specific the search results will be.

Planning Elements:

The following information/options are available in this window:
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Select Tasks button

Select this button to select the following checkboxes:

Defect
E/C
P/N E/C
P/N Control

Defect checkbox

Select this checkbox to filter by Defect Reports.

Note: If this checkbox is selected, TRAX displays the Defect Type, Defect Category, Defer Category, MEL radio button, CDL radio button, GMM radio button, ALL radio button, Terminating checkbox, and Defect Interval drop down.

Enter the appropriate Defect Type and/or Defect Category codes as necessary, in these fields. For more information regarding Defects, please refer to Creating A Defect Report via the Technical Records Training Manual.

Defect No Schedule checkbox

Select this checkbox to filter by Defects with No Schedule.

Defect Called On checkbox

Select this checkbox to filter by Defect Called On. When selected, those Defects which are controlled by an E/C will appear in the planning query results. This option allows the user to see all Defects that have been deferred onto an E/C. The E/C schedule will be inherited by the Deferred Defect.

Enter the appropriate Defect Type and/or Defect Category codes, as necessary, in these fields. For more information regarding Defects, please refer to Creating A Defect Report via the Technical Records Training Manual.

E/C checkbox

Select this checkbox to filter by E/C.

Enter the appropriate E/C Classification and/or Sub Category codes, as necessary, in these fields. For additional information regarding the E/C Classification and Sub Category fields, please refer to the Engineering Control, General Tab via the Engineering - E/C Training Manual.

Note: Child E/Cs will not appear in the Planning Query results even if they have a schedule.

E/C No Schedule checkbox

Select this checkbox to filter by E/C No Schedule. Examples of No-Schedule E/Cs are: company convenience, do at next shop visit, etc.

Note: Child E/Cs will not appear in the Planning Query results even if they have a schedule.

P/N E/C checkbox

Select this checkbox to filter by P/N E/C.

Note: If this checkbox is selected, TRAX displays the P/N (To-From range), P/N S/N, E/C Classification, and Sub-Category fields.

P/N E/C No Schedule checkbox

Select this checkbox to filter by P/N E/Cs without a schedule. Examples of No-Schedule E/Cs are: company convenience, do at next shop visit, etc.

Note: If this checkbox is selected, TRAX displays the P/N (To-From range), P/N S/N, E/C Classification, and Sub-Category fields.

P/N Control checkbox

Select this checkbox to filter by P/N Control (i.e. TSO, REP, HYDRO).

Note: If this checkbox is selected, TRAX displays the P/N (To-From range), P/N S/N, PN Maintenance Control, P/N Control, and P/N Sub Category.

Enter the appropriate P/N (To-From range), P/N S/N, P/N Maintenance Control, and P/N Control as necessary into these fields. For additional information regarding P/N Controls, please refer to the P/N Control Button via the Settings Training Manual.

Next E/C checkbox

Select this checkbox to view all linked E/Cs coming due as of the To Date entered.

Note: If this checkbox is selected, TRAX displays the following field:

The 'To Date" defaults to two months ahead. Enter the appropriate To Date, as necessary.

For additional information regarding the Next E/C, please refer to the Engineering Control, Schedule Tab via the Engineering - E/C Training Manual.

W/O checkbox

Select this checkbox to filter by Work Order. For additional information regarding Work Orders, please refer to Creating A Work Order via the Production Training Manual.

To Date:

This field only appears when the Next E/C checkbox is selected. Enter the To Date of linked E/C's coming due.

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Planning Actions:

The following information/options are available in this window:
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Deselect Actions button

Selecting this button will deselect the following checkboxes:

Spare Forecast days
Man Hours Forecast
W/O Man Hours Forecast

Spare Forecast checkbox

If checked, a P/N icon will appear next to all items in the A/C Planning Query results if they require parts from inventory in order to be accomplished. The P/N icon will appear in any of three colors to indicate the current availability of the part. Green will display if all parts required are available in inventory. Yellow will display if some, but not all parts are available in inventory. Red will display if no parts are available in inventory. If unchecked, the P/N icon will not appear.

Spare Forecast Days drop down

When the Spare Forecast checkbox is selected, the following drop down menu appears, allowing the user to select the number of days to forecast the availability of spares required for maintenance. If the number of days is not specified, the forecast will account for the entire duration of the query. This option allows the planner to limit the amount of data being queried to the near future. Limiting the spares forecast allows for the query to run more efficiently.

Man Hours Forecast checkbox

Select this checkbox to generate a forecast of required Man Hours. These hours are pulled from the Task Card(s) related to the Planning elements.

W/O Man Hours Forecast checkbox

Select this checkbox to generate a forecast of required W/O Man Hours which includes Non-Routines.

Plan Checked Elements checkbox

This checkbox has three different settings:

Select the Plan Checked Elements checkbox to query for elements that have been planned.

Select the All Elements checkbox to query for all elements. Select the Plan Checked Elements checkbox to query for elements that have been planned and unplanned.

Select the Plan Un-checked Element checkbox to query for elements that are not planned. The Plan Un-checked Element checkbox cannot be selected by default.

Note: The outcome of the selection/de-selection of the above three checkboxes will depend on the setting of the Plan checkbox (i.e. Plan E/C, Plan Defect, Plan P/N Control) for the planning elements. The system will default to the Plan Checked Elements checkbox.

Note: Users must have security to access this checkbox.

Run Using Flight Schedule checkbox

When selected, the forecast will be based upon a flight schedule. Once that flight schedule is surpassed, the forecast will then become based on the time the planning is run in calculation with the schedule.

PLNAUTO7D - (Activate Seven Day Forecast automatically at set interval.) - If set to Yes, this switch will activate the Seven Day Forecast window in the Interactive Planner. It will also automatically set a Planning Job to forecast the tasks for the next seven days. If set to No, the Seven Day Forecast will not be activated.

Multiple Occurrences checkbox

Select this checkbox to activate the Calculate Multiple Occurrences for the Next number of Months checkbox. When selected, the user can query for multiple occurrences of a maintenance event in 12 month intervals (i.e 12, 24, 36 etc.).

When the Calculate Multiple Occurrences for the Next number of Months checkbox is selected, the following fields become inactive in the A/C Planning Query:

Run in background checkbox

Select this checkbox to have one or multiple planning queries run in the background.

'Using' drop down menu

The 'Using' option allows users to access previously-specified query filters instead of specifying each filter from scratch every time a query is run. When a previous query is selected, the query window will be populated with the same data used for the prior search. These previously-specified filters can be edited manually as required before running the new Planning Query. To clear queries in the 'Using' drop down, select the Refresh History Data button to the right of the field (see below).

Note: 'None' is the default setting for the Using drop down menu.

Note: The queries listed in the 'Using' drop down are updated by exiting and re-entering the A/C Planning Query window.

Refresh History Data button

Select this button to refresh/update the Planning History Queries available in the Using drop down menu.

Plan Elmnt Due Date

The Planning query will only return planning element items that are due before the date entered in this field.

Within Hours

The Planning Query will only return maintenance events that have a Remaining Schedule that is less than or equal to the specified number of Hours.

Within Cycles

The Planning Query will only return maintenance events that have a Remaining Schedule that is less than or equal to the specified number of Cycles.

Within Days

The Planning Query will only return maintenance events that have a Remaining Schedule that is less than or equal to the specified number of Days.

And/Or Logic

Select 'And' to search for any Planning Elements which meet all search criteria. Select 'Or' to search for any Planning Elements which meet any search criteria. (i.e. Within Hours, Cycles and/or Days).

Note: Utilizing the 'Or' selection with the 'Within Days' functionality looks at the due date/current date, not just the remaining days of an E/C.

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Planning Description:

The following information/options are available in this window:
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Planning Description

Enter a description of the planning maintenance job the user will run.

Note: This is informational for when retrieving a job from the Planning From History Tab.

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From To Selection:

The following information/options are available in this window:
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A/C

Enter the From-To aircraft tail number range for the forecast request. For additional information regarding Aircraft, please refer to the A/C Master, General Tab via the Settings Training Manual.

Select A/C button

Select this button to access a drop down selection of aircraft to select from and filter by:

Select the Select All button to select all A/C.

Select the Deselect All button to deselect all A/C.

Click on the Select button to select individual A/C.

A/C Type/Series

Enter the From-To aircraft type/series for the forecast request. For additional information regarding A/C Type/Series, please refer to the A/C Type Series, General Tab via the Settings Training Manual.

E/C Control

Enter the From-To E/C for the forecast request. For additional information regarding the E/C Control, please refer to the Engineering Control, General Tab via the Engineering - E/C Training Manual.

Sub E/C

Enter the From-To Sub E/C for the forecast request. For additional information regarding the Sub E/C field, please refer to the Engineering Control, General Tab via the Engineering - E/C Training Manual.

Chapter/Section

Enter the ATA Chapter/Section for the forecast request. For additional information, refer to ATA Specifications via the Settings Training manual.

P/N

The Part Number reference for the aircraft part. Enter the From-To part number range for the forecast request.

Note: This field only appears when one or more of the following checkboxes (P/N E/C, P/N E/C No Schedule, P/N Control) in the Planning Elements section is selected.

Include Interchangeable checkbox

Select this checkbox to include interchangeable parts in the query.

If checkbox is selected, both Main and Interchangeable P/N E/Cs will appear in the query. From the Drop Down Selection window, select the P/N Interchangeable button.

The Interchangeable P/Ns are displayed. Select an Interchangeable P/N.

The Interchangeable P/N will be populated in the P/N field in the A/C Planning Query window as shown below:

If checkbox is deselected, only the Main P/N E/C will appear in the query.

Customer

The Customer field allows users to search for results related to the selected Customers. This field is mapped to the Customers listed via the Settings/Update/A/C Master, Other 1 tab.

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Planning Filters:

The following information/options are available in this window:
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P/N S/N

Enter the Part Number Serial Number for the forecast request.

Note: This field only appears when one or more of the following checkboxes (P/N E/C, P/N E/C No Schedule, P/N Control) in the Planning Elements section is selected.

P/N Maintenance Control

Enter the Part Number Maintenance Control for the forecast request. This specifies how the part will be controlled with regard to maintenance. The Part Maintenance Control code (i.e. Hard Time, On Condition). This is used in reporting and analysis. This information is being pulled from the P/N Master. For additional information refer to the P/N Master, Technical Engineering Tab via the Settings Training manual.

Note: This field only appears when the P/N Control checkbox in the Planning Elements section is selected.

P/N Control

Enter the Part Number Control for the forecast request. For additional information regarding P/N Controls, refer to the P/N Control Button via the Settings Training manual.

Note: This field only appears when the P/N Control checkbox in the Planning Elements section is selected.

P/N Sub Category

Enter the Sub-Category of the Part. For additional information, refer to the P/N Master, General Tab, via the P/N Master of the Settings Training Manual.

Note: This field only appears when one or more of the following checkboxes (P/N E/C, P/N E/C No Schedule, P/N Control) in the Planning Elements section is selected.

E/C Category

Enter the Engineering Control Category for the forecast request. For additional information regarding the E/C Category, refer to the Engineering Control, General Tab section of the Engineering - E/C Training manual.

E/C Classification

Enter the Engineering Control Classification for the forecast request. For additional information regarding the E/C Control Classification, refer to the Engineering Control, General Tab section of the Engineering - E/C Training manual.

Note: This field only appears when one or more of the following checkboxes (E/C, P/N E/C, P/N E/C No Schedule, P/N Control) in the Planning Elements section is selected.

Sub Category

Enter the Engineering Control Classification Sub Category for the forecast request. For additional information regarding the E/C Classification and Sub Category fields, refer to the Engineering Control, General Tab via the Engineering - E/C Training manual.

Note: This field only appears when one or more of the following checkboxes (E/C, P/N E/C, P/N E/C No Schedule, P/N Control) in the Planning Elements section is selected.

Over Night Station

Over Night Station Code. For additional information regarding the Over Night Station, refer to the A/C Master, Optional 2 Tab via the Aircraft section in the Settings Training Manual.

E/C Status

Enter the Engineering Control Status for the forecast request. For additional information regarding these statuses refer to the Engineering Control, General Tab via the Engineering - E/C Training manual.

Defect Type

The type of defect found on the aircraft (for example, Pilot Report, MX Report). For additional information, refer to the Defect Type Transaction Code, via the Technical Records Transaction Code Manual. For additional information regarding Defect Types, refer to Creating A Defect Report via the Technical Records Training Manual.

Defect Category

Enter the Defect Category for the forecast request. For additional information regarding Defect Categories, refer to Creating A Defect Report via the Technical Records Training Manual.

Defer Category

Enter the Defer Category for the forecast request. For additional information regarding Defect Categories, refer to Creating A Defect Report via the Technical Records Training Manual.

Planner

Select the Planner's name from the Employee Master pop-up selection window. Go to Settings/Update/Employee Master.

Note: The Planner's name must be entered into the Planner field of the A/C Master, Optional 2 Tab. For more information regarding the Planner Field, refer to the A/C Master Optional 2 Tab via Aircraft Master section of the Settings Training Manual.

Capability Area

The capability area identifies where a maintenance task can be accomplished in association with the customer's internal capabilities (e.g., a particular E/C can only be accomplished during a heavy maintenance visit at a heavy maintenance capable Site). The capability area can be assigned for E/Cs, P/N Controls, and Defect Reports. However, a maintenance task with any Capability Area can be scheduled on Work Orders at Sites that have their Capability Area set to 'ALL'. The Capability Area can also be used as a filter in planning when scheduling maintenance events. For more information, refer to the Capability Area via the Planning Transaction Code Training Manual.

Planning Dept

The Planning Department Code to assist the Planning department in filtering and planning tasks.

Note: When a code is entered into this field, the results for that specific code will be included in the planning query as well as results registered to department: 'ALL.' For example, if department 'HANGAR' is entered in this field, all E/Cs with department 'HANGAR' will be included in the query results along with all E/Cs with department 'ALL,' since an E/C that is related to 'ALL' departments is also related to department 'HANGAR.'

Note: When Switch PLANDEPT is set to Yes, the Planning Dept and Planning Sub Dept fields become mandatory in the following windows: P/N Control, Engineering Control/ Other tab, Defect Report/ Defer tab. When set to No, the Planning Dept and Planning Sub Dept fields are not mandatory. For more information, refer to Switch PLANDEPT via the Planning Switches Training Manual.

Planning Sub Dept

The Planning Sub Department code to assist the Planning department in filtering and planning tasks.

A/C Flight Hours

The number of aircraft daily utilization (mean) hours that will be used to override the set-up mean hours for this search of the A/C Planning Query. This allows planners to forecast if an aircraft route were to change, what were to be coming due sooner as a result.

A/C Flight Cycles

The number of aircraft daily utilization (mean) cycles that will be used to override the set-up mean cycles for this search of the A/C Planning Query.

MEL/ CDL/ GMM/ ALL radio buttons

Select one of the following radio buttons to filter for a specific deferral category or ALL deferral categories.

Note: This field only appears when one or more of the following checkboxes (Defect, Defect No Schedule, Defect Called On) in the Planning Elements section is selected.

Terminating Defect checkbox

Enter the Defect that will be terminated after compliance for the forecast request. For additional information regarding Defect Reports, refer to Creating A Defect Report via the Technical Records Training manual.

Note: This field only appears when one or more of the following checkboxes (Defect, Defect No Schedule, Defect Called On checkbox) in the Planning Elements section is selected.

Planned Location

This is used with the Planned section in the Planning Detail. Enter the Planned location. This is used in conjunction with the Planning Transaction button in the Planning results window.

Planned Start Date (From - To)

Planning section in the Planning Detail. This is used with the Work Order Planning Element. Enter the Planned Start Date (From-To range). This is used in conjunction with the Planning Transaction button in the Planning results window.

W/O Location

Enter the location of the Work Order for the forecast request.

Defect Interval drop down

Note: This field only appears when one or more of the following checkboxes (Defect, Defect No Schedule, Defect Called On) in the Planning Elements section is selected.

Linked W/O Start Date Range

Enter the Linked W/O Start Date (From - To) range for the forecast request.

Note: This field only appears when the W/O checkbox in the Planning Elements section is selected.

W/O Schedule Start Date/Time Range

Enter the Schedule Start Date/Time (From - To) range of the Work Order for the forecast request.

Note: This field only appears when the W/O checkbox in the Planning Elements section is selected.

Created Date

Enter the Creation Date (From - To) range of the Work Order for the forecast request.

Modified Date

Enter the Modified Date (From - To) range of the Work Order for the forecast request.

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Once the results are ready, they will be displayed via the Interactive Planner, Detail tab as shown below:

For information regarding the fields and functions within this window, refer to the Interactive Planner, Detail tab.