Changes

Scope Changes

4,571 bytes added, 2 January
Copying over and rewriting MataP scopechange word doc from ticket #1936
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A Scopechange is the term given to work that exceeds the original scope determined during the turnaround planning phase. When technicians have to undertake additional work due to unexpected requirements of maintenance or repair, this additional work must be logged as a ''Scopechange'' and negotiated with the project leadership.
 
=== Duplicate or Create New Scopechange ===
A Scopechange/Additional Work can be created in two ways;
* '''Duplication of an existing Operation''' using the ''Duplicate as Scopechange'' button found in the bottom right of the [[Turnaround_Wallpaper#Navigation_to_Operation_Details|Activity Details]] area.
* '''Creation of a new Operation''' using the ''Create New Scopechange'' button found in the top bar of the [[Turnaround_Wallpaper#Navigation_to_WorkOrder_Gantt_Page|Workorder Gantt Page]].
An active internet connection is required, as the server must generate a Scopechange Number and autofill the relevant details from the original operation and/or workorder.
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'''Scopechange creation is limited to the admin user group.'''
After creation, it must be financially approved before Progress can be reported in the same manner as for planned Activities (from 0 to 100%).
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Scopechange operations are marked with the indicator:
'''IMAGE - Scopechange indicator'''
 
=== Mark Planned Work as Timesheet-Enabled ===
While contract negotiation is outside of the scope of the MaTaP tool, certain operations are eligible for Unit or Hourly rates billing rates.
 
An admin with the correct user rights can use the ''Enable Timesheets'' button, found in the Activity Details area of an operation.
Timesheet operations are marked with the indicator:
'''IMAGE - timehseet indicator'''
 
Once Timesheets are enabled, a dedicated is added to the Activity Details area where contractors can attached documents to log their work.
'''IMAGE - Timehseet tab'''
 
A new Timesheet can be added by clicking the ''Add Timesheet'' button. Then, for each added Timesheet, the contractor must input the Cost and a brief Description of their work. The MaTaP client tracks the ''Running Cost'' of all attached Timesheets.
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== Scopechange Details ==
As mentioned above, the client takes care to copy over relevant data from the parent workorder and duplicated operation, when appropriate.
* The Workorder Details are copied over from the parent.
* A unique Scopechange Number is assigned by the server.
* On the right side of the page, a longer ''Scopechange Description'', and attachments, can be added to further describe the work.
 
==== Operation Details ====
For new Scopechanges, the Activity Code of ''Scope Change (scocha)'' is assigned by default, and 4 digits for the Operation Number need to be assigned by the user.
For duplicated Scopechanges, the Activity Code, Operation Number, and Operation Description are copied over from the original.
* The Operation Description should be altered to describe the work concisely.
* The user should adjust the Operation Number, + 4 digits for a sub-operation if required.
* The Activity Code can be selected out of the full list of Activity Codes. '''Select only already used ones for this project, otherwise, it will be maybe not visualized.'''
* The user's company is assigned as the Contractor.
 
==== Price Details ====
* Price Type indicates whether the scopechange shall be billed on a ''Fix Price'', ''Unit Rate'', or ''Hourly'' basis.
* The Estimated Cost gives an indication of how much the work should cost overall.
* The Early Start date is copied over from the Workorder. It represents the earliest that work can begin on an operation and cannot be altered.
* The Late Finish date is also copied over from the Workorder, however, it can be altered.
* The Affects Schedule checkbox should be checked on, for yes, if necessary.
** '''If the Scopechange will indeed affect the schedule, it can be specified how many hours (Duration), multiplied by how many people (Resources) will be required. The total is calculated by the client.'''
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All of the above details, aside from the unique Scopechange Number and Early Start, can be altered given the correct user rights.
However, these properties become fixed and can no longer be edited once the Scopechange has reached ''Financial Approval'' status.
 
 
== Authorities on Scope Changes ==
 
== Approval Workflow for Scope Changes ==
 
== Uploading Time Sheets and Cost Settling ==
 
== Overview of Scope Changes and Time Sheets ==
 
= Cut Content =
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{{Attention|This page is under construction.}}
{{Attention|This page is under construction.}}
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[[Category:MaTaP|Scope Changes]]
[[Category:MaTaP UWP|Scope Changes]]
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