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Introduction Defining Resource Requirements

  

Introduction	Top

As shown in Introduction to Work Assignment and Planning → Master Data, plannable Master Data define the Resources required to perform the work and time required from each Resource. The Work Assignment page accesses this information from the Master Data when you plan the work. When you add the Instance Data objects into an Activity, the Activity thereby knows all Resource and time requirements.

As with Planning Levels, there are a few things to consider when defining Resource Requirements:

	It is possible to select Work SDIs that are incompatible - meaning they cannot be put into the same Activity. Examples: • If some Data Sets require 10 minutes per Sample and other Data Sets require an hour per Sample, the system cannot determine the duration for the Activity. • If some Data Sets require a pH Meter and others require a Balance, you cannot put them into the same Activity because you will have conflicting Resource requirements. If you attempt to put incompatible Work SDIs into an Activity, a warning will be issued to the effect that the system cannot resolve the conflicts.
	Different types of Work SDIs can be added to the same Activity, but with these caveats: • They must belong to the same SDC (such as Samples and Samples, Tests and Tests, Data Sets and Data Sets, etc.). • They must have the same number of Resources Types (such as Analyst and Instrument Type/Model). • Each Resource Type much have the same Duration Rule (such as 10 Minutes per 1).
	If Instrument Models are used, all must be the same. However, if one Work SDI requires an Instrument Model but another Work SDI does not, that is accepted by the system. In this case, the Activity will require that Model.

 

Defining Resource Requirements	Top

Each plannable Master Data object contains a "Resource Planning" detail that lets you define Resource Requirements for the Master Data.

Field	Description
Resource Type	Choose "User" if the Resource will be an Analyst (User). Choose "Instrument" if the Resource will be an Instrument. You can define only one User (only one User can be assigned per SDI), but you can define multiple Instruments (multiple Instruments can be assigned per SDI).
Instrument Type Instrument Model	If "Resource Type" is "Instrument", you must choose an "Instrument Type". If you have chosen an "Instrument Type", you can optionally specify the Instrument Model. You can define only one Instrument Model per Instrument Type.
Preferred Resource Mode Preferred Resource	When you select the Work SDIs in the left frame of the Assignment page, the Preferred Resource will be automatically selected in the right frame. The Resource icon will be surrounded by a "glow" effect. If you want to nominate a Preferred Resource: • Choose "Individual" if the Resource Type is "User" or "Instrument". Choose the User or Instrument (as applicable) using the "Preferred Resource" lookup. • Regardless of "Resource Type", choosing "WorkArea" makes a specific Work Area the preferred Resource. Choose the Work Area using the "Preferred Resource" lookup.
Linked To	This is available only in Test Methods. "Linked To" allows Resource planning for a Test Method to be done at the Parameter List level. In Test Methods, you can assign Resources to specific Parameter Lists. For example, a Test Method may contain Preparation and Procedural Parameter Lists, with a different Resource assigned to each. To do this, "Is Work Plannable" must be set to "By DataSet". For the desired Resource, set "Linked To" to the desired Parameter List as in the example below. NOTE:   If you setup the Test Method "By DataSet" with each Data Set having different Resource Requirements as shown in the example above, both Data Sets cannot be added to the same Activity. In the example above, the Preparation Data Set and Procedural Data Set must be added to different Activities because their Resource Requirements differ. You can also setup a User for each Parameter List. This is the only scenario where you are allowed to have two Users as Resources, i.e., one for each Data Set as shown below.
Duration Rule	This defines the amount of time required for the Resource to complete the work. The formats below are available. The full syntax of the Duration Rule is: Base Duration Multiplier Fixed Addition or Reduction   Comments {[n] [units]} {per [m]} {[plus|minus] [p] [units]}   Base Duration is mandatory. The letters M, H, D, and W can be entered for Minutes, Hours, Days, and Weeks. The symbols + and – can be entered in place of "plus" and "minus". Here are some examples: 10 Minutes = Resource required for 10 minutes per Activity, regardless of the number of Work SDIs in the Activity. 20 Minutes Per 1 = Resource required for 20 minutes for each Work SDI in the Activity. 20 Minutes Per 5 = Resource required for 20 minutes for each group of 5 Work SDIs in the Activity. Note that 6 Work SDIs would require 40 minutes. 1 Hour Per 10 Plus 20 Minutes = Resource required for 1 hour per group of 10 Work SDIs in the Activity, plus an extra 20 minutes.
Label	Text that is displayed on the Activity in the Manage Work page.