Planning and scheduling modification of a configuration

• US 7,461,008 B2
• Filed: 09/04/2001
• Issued: 12/02/2008
• Est. Priority Date: 09/04/2001
• Status: Expired due to Term

• Current Assignee: Accenture Global Services Limited (Accenture PLC)
• Original Assignee: Accenture Global Services GmbH (Accenture PLC)
• Inventors: Garrow, Gary R., Newton, Charles P. III, Wetzer, Michael, Weir, Patrick E., West, David P. II
• Primary Examiner(s): Boswell; Beth V.
• Assistant Examiner(s): CHOI, PETER H
• Application Number:
  US09/947,136
• Publication Number:
  US 20050283392A1
• Time in Patent Office: 2,646 Days
• Field of Search: 705/8
• US Class Current: 705/7.22
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06312 Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling

Abstract

A method and system of planning modification of a configuration of an item of equipment supports an integrated approach toward managing one or more configuration modifications and planning and scheduling issues. Planning factors are tracked. One or more planning factors are relevant to a modification of a configuration of an item of equipment. A balanced configuration modification plan and schedule is arranged based on the planning factors. It is decided whether to institute the balanced configuration plan or at least a portion of the balanced configuration plan. The resources to carry out the balanced configuration plan are allocated.

Claims

1. A computerized method for generating a resultant configuration modification schedule for an item of equipment, the method comprising:

establishing a baseline maintenance template for the item of equipment, the baseline maintenance template comprising baseline data fields which store maintenance priority indicators, component identifiers, corresponding maintenance activity dates and corresponding maintenance activity descriptors;

wherein the maintenance activity descriptors distinguish between, for their associated components, replacement, repair, and rebuilding of the associated components; and

wherein the maintenance priority indicators distinguish between mandatory and optional maintenance;

establishing a specific item maintenance template associated with a specific item of the equipment identified by a serial number, the specific item maintenance template derived from the baseline maintenance template based on historical maintenance data associated with the specific item, the specific item maintenance template having specific template data fields that track the baseline data fields of the baseline maintenance template;

establishing a component configuration database comprising configurations of components of the specific item of equipment by associating each sub-component of a corresponding component with a location identifier that identifies a location of each sub-component relative to the corresponding component;

tracking planning factors relevant to a modification of an existing configuration of the specific item of equipment to reach a target configuration of the specific item of equipment, where tracking includes;

storing and retrieving the planning factors applicable for changing the existing configuration to the target configuration, and determining technical requirements of maintenance for the specific item of equipment by retrieving data contained in the baseline data fields, the specific template data fields and the component configuration database, the data including the component identifiers, assembly identifiers, system identifiers, the serial number, equipment identifiers, and an item number;

providing an input of the planning factors to a configuration module;

establishing, in a data processing system, a preliminary configuration modification schedule based on the input of the planning factors to the configuration module, wherein the preliminary configuration modification schedule comprises a priority scheme for conducting maintenance activities for at least one of the components of the specific item of equipment, a sequence for conducting the maintenance activities, and a date for conducting the maintenance activities;

determining by the data processing system an expected benefit of successful completion of a first portion of the preliminary configuration modification schedule instead of performance of the preliminary configuration modification schedule in its entirety, the expected benefit including an improvement of reliability or availability, or both, of the equipment for use if performance of the first portion is completed successfully;

determining by the data processing system not to perform the preliminary configuration modification schedule in its entirety by;

deciding to forgo performance of a second portion of the preliminary configuration modification schedule when a maintenance resource impedes performance of the entire preliminary configuration modification schedule and proceed with the first portion of the preliminary configuration modification schedule based on the expected benefit; and

eliminating the second portion from the preliminary configuration modification schedule to obtain a resultant configuration modification schedule that includes the first portion of the preliminary configuration modification schedule and that omits the second portion of the preliminary configuration modification schedule.

2. The method of claim 1 where tracking comprises maintaining temporal availability data on at least one of maintenance equipment, repair facilities, test equipment, diagnostic equipment, based on other maintenance activities for other items.

3. The method of claim 1 where tracking comprises maintaining traceability data as one of the planning factors that tracks changes to an item on a real-time basis to allow visibility to different users to promote coordination and error reduction in the modification process.

4. The method of claim 1 where tracking comprises maintaining forecast data of scheduled maintenance activities as one of the planning factors.

5. A data processing system for generating a resultant configuration modification schedule for an item of equipment, comprising:

a data storage allocation in a data storage device comprising a baseline maintenance template, a specific item maintenance template and a component configuration database,

the baseline maintenance template comprising baseline data fields which store maintenance priority indicators, component identifiers, corresponding maintenance activity dates and corresponding maintenance activity descriptors;

wherein the maintenance activity descriptors distinguish between, for their associated components, replacement, repair, and rebuilding of the associated components; and

wherein the maintenance priority indicators distinguish between mandatory and optional maintenance;

the specific item maintenance template of the equipment associated with a specific item of the equipment identified by a serial number, the specific item maintenance template derived from the baseline maintenance template based on historical maintenance data associated with the specific item, the specific item maintenance template having specific template data fields that track the baseline data fields of the baseline maintenance template;

the component configuration database comprising configurations of components of the specific item of equipment by associating each sub-component of a corresponding component with a location identifier that identifies a location of each sub-component relative to the corresponding component;

a processor operable to track planning factors relevant to a modification of an existing configuration of the specific item of equipment to reach a target configuration of the specific item of equipment, wherein the processor is further operable to;

store and retrieve the planning factors applicable for changing the existing configuration to the target configuration, and determine technical requirements of maintenance for the specific item of equipment by retrieving data contained in the baseline data fields, the specific template data fields and the component configuration database, the data including the component identifiers, assembly identifiers, system identifiers, the serial number, equipment identifiers, and an item number; and

a configuration module operable to receive an input of the planning factors using an input interface and establish a preliminary configuration modification schedule based on the input of the planning factors to the configuration module, wherein the preliminary configuration modification schedule comprises a priority schedule for conducting maintenance activities for at least one of the components of the specific item of equipment, a sequence for conducting the maintenance activities, and a date for conducting the maintenance activities;

wherein the processor is operable to;

determine an expected benefit of successful completion of a first portion of the preliminary configuration modification schedule instead of performance of the preliminary configuration modification schedule in its entirety, the expected benefit including an improvement of reliability or availability, or both, of the equipment for use if performance of the first portion is completed successfully;

determine not to perform the preliminary configuration modification schedule in its entirety by deciding to forgo performance of a second portion of the preliminary configuration modification schedule when a maintenance resource impedes performance of the entire preliminary configuration modification schedule; and

proceed with the first portion based on the expected benefit; and

wherein the configuration module is further operable to eliminate the second portion from the preliminary configuration modification schedule to obtain a resultant configuration modification schedule that includes the first portion of the preliminary configuration modification schedule and that omits the second portion of the preliminary configuration modification schedule.

6. The data processing system of claim 5 wherein the data storage allocation further stores a configuration record and a physical access definition,

the configuration record comprising:

operational configuration data that defines operational performance for the item;

functional configuration data that defines technical specifications which the item is expected to meet;

logical configuration data that defines interrelationships between components of the item;

physical configuration data that identifies the components;

redundant configuration data that includes a hot-standby component; and

self-healing configuration data that specifies a fault tolerant architecture; and

the physical access definition which defines a degree of physical access that is necessary to conduct a maintenance activity on the item of equipment and comprising;

a duration indicator representing a length of time that the physical access to the equipment is required;

a location indicator that defines a location on the equipment where a maintenance activity is required; and

wherein the operational configuration data comprise non-original equipment manufacture supplied modifications.

7. The data processing system of claim 6, where the hot-standby component takes over upon failure of a primary component.

8. The data processing system of claim 6, where the technical specifications comprise performance specifications.