Maintenance

Tasks - Add a Task

If the Company Configuration is set to Auto Apply Task Configuration to WO, then all required resources for the task will be created as requested on all the work orders that are created with the same Work Order Type. If this is the case, make sure that each task is linked to a different Work Order Type.

The Auto Apply Task to WO functionality is meant for use in a simplified planned maintenance environment where Project Methodology is not used. These two functionalities cannot be used together.

Ribbon Access:   Maintenance / Projects >  Tasks

1. The Tasks listing screen will be displayed.

Add an Instruction

2. Click on Add.

   Short cut key: Right click to display the Process menu list. Click on Add.

3. The Add New Task screen will be displayed.

Task Details

• Task Number: Type in the number for the task.
• Task Description: Type in a short description to identify the task.
• Person Responsible: Click on the drop-down arrow and select the person who will be responsible for this task, from the menu list.
• Work Order Type: Click on the drop-down arrow to select the work order type, from the menu list, e.g. Scheduled Maintenance.

Note 1: If the Company Configuration is set to Auto Apply Task Configuration to WO (as explained in Important Notes), then all required resources on this task will be created as requests, on all work orders that are created with the same Work Order Type. Alternatively, make sure that each task is linked to a different Work Order Type.

Note 2: The selected work order type code must also exist as a call type code if you want to call to be auto generated from the task.

• Task Class: Click on the drop-down arrow to select a task class from the menu list, e.g. Maintenance.
• In Service Task: Click on the check box if this is an In Service task.
• Is Overhaul: Click on the check box if this is an Overhaul task.

Interval Methodology

You will need to set the Interval Methodology for this task.

• Short Interval Methodology: Click on the drop-down arrow to select the short term methodology for this task, from the menu list.
  • I - Interval from Actual This is an interval that covers the specified future output for the task.
  • IT - Interval with Tolerance This is an interval that likely covers the specified future output for the task.
    • The example has the task due every 14 days and have therefore Interval from Actual selected.

• Long Interval Methodology: Click on the drop-down arrow to select the long term methodology for this task, from the menu list.
  • I - Interval from Actual ( ......... )
  • IE - Interval Enforced ( .......... )
    • The example has the task scheduled as due on day 28 and therefore Interval Enforced has been selected.

• Priority: Specify the priority level 1 = most important and 5 = least important for the work.
• Task Duration (hrs): Specify how long, in hours, it will take to complete the task.
• Down Time (hrs): Specify how long, in hours, the machine will not be in working order due to the task being completed.
• Task Type: Click on the drop-down arrow and select the relevant task type from the menu list.
  • D - Duplicate You will most likely always select Duplicate as the task type.
  • F - Absolute
  • V - Relative The time interval between the start of the task and the completion of the realtime task

• Create Project on generation: Click on the check box if you would like to create a project when this task schedule is generated.
• One Time Task: Click on the check box if the task is not a repetitive task and needs to be completed once only.
• Applies to all sub components: Click on the check box if you would like to assign the task, with all its sub-components, to the main component.
• Create Call: Click on the check box if you would like to create a call per work order for the task. Use this option when the tasks are being generated for services on machines that are located at the Customer.

Note that the selected work order type code must exist as a call type code if you want a call to be auto generated from the task.

Generate Strategy

In this section, you can decide whether to create a:

• Single Work Order: Selecting this option will create one work order for all the components that have the same inspection due.
• Work Order per Association: This is the default and recommended option as it will create a work order per machine.
• Work Order per Instruction: Selecting this option creates a work order per instruction that is assigned to the inspection and will link all machines to the same work order.

You are now ready to:

• Add a Generation Methodology to the task.
• Link an Instruction to the task. At lease one instruction must be linked to the task.
• Add BOM details, Internal Labour Resources and External Labour Resources where applicable.

Save the Task

4. When you have finished adding all the relevant information to the task details from, click on Save.

5. You will return to the Tasks listing screen.
6. When you receive the Task message to confirm that;
   • The Task: [task number] has been saved.
7. Click on OK.
8. The Task listing screen has been updated with the new task details.

Related Topics

• Add the Generation Methodology
• Link Instructions
• Assigning BOM Details
• Assigning Internal Labour Resources
• Add External Labour Resources