Adding Tasks to Maintenance Order—Exercises
Main Exercise
Purpose: The purpose of this lesson is to learn how to add
and process tasks on a maintenance order.
In this lesson, you will learn how to:
Select a task from a generated list of tasks (pending task list and convenience task list) and add it to the maintenance order
Set the maintenance order to the Under Preparation status, thereby retrieving valid predefined operations (instructions and subtasks) for the assigned tasks
Connect valid operations to the assigned tasks. This is valid for tasks without operations as well as for tasks to which additional operations are to be connected
Manually set the status of a task to Under Preparation
Cancel an operation that is connected to the task
Reload operations on a task
View requirements for material, resources and tools-and-facilities for a task
Windows:
Maintenance Order
Maintenance Order/Included Tasks
Maintenance Order/Maint. Order Str.
Maintenance Order/Maint. Order Str./Task Details
Maintenance Order/Maint. Order Str./Operations
Maintenance Order/Maint. Order Str./Demand Roll Up
- Open the Maintenance Order window and query (F3) for your
maintenance order.
- Click the Assign Tasks tab and then click the Pending
Tasks sub tab.
- Select the Include Task? check box for the task(s) you want added
to the maintenance order.
- Save the information (F12).
- Verify that the task is assigned to the order in the Included Tasks
tab or the Maint. Order Str. tab.
- Open the Maintenance Order window and query (F3) for your
maintenance order.
- Click the Assign Tasks tab and then click the Convenience
Tasks sub tab.
- Select the Include Task? check box for the convenience task(s) you
want added to the maintenance order.
- Save the information (F12).
- Verify that the task is assigned to the order in the Included Tasks
tab or the Maint. Order Str. tab.
- Open the Maintenance Order window and query (F3) for your
maintenance order.
- Right-click, point to Status and then click Under Preparation.
- Ensure that operations are connected to the tasks on the maintenance order.
If operations have not been included on a task, the status of the task will
be set to Incomplete.
- Open the Maintenance Order window and query (F3) for your
maintenance order.
- Click the Maint. Order Str. tab.
- In the graphical maintenance order structure, select the incomplete task, i.e., the
task does not contain any operations.
- Click on the Operations tab and create a new record (F5).
- In the Operation ID field, enter the operation that is to be connected
by using the List of Values.
- Save the information (F12).
- Now select a task that already has connected operations and connect an additional
operation to it.
- In the same manner, connect valid operations to all the tasks on the maintenance
order.
- Open the Maintenance Order window and query (F3) for your
maintenance order.
- Click the Maint. Order Str. tab.
- In the graphical maintenance order structure, select the task that is in the Incomplete
status.
- Right-click, point to Status, and then click Under Preparation.
- In the same manner, set all previously incomplete tasks to this status.
- Open the Maintenance Order window and query (F3) for your
maintenance order.
- Click the Maint. Order Str. tab.
- In the graphical maintenance order structure, select the relevant task and then click
the Operations tab.
- Right-click on the operation that is to be cancelled and then click Cancel.
- Enter the cause for canceling the operation in the Cause field of
the Cancel Operation dialog box. Use the List of Values to select
a valid value.
- In the Cancellation Comment field, enter additional information on
the cancellation, if needed.
- Click OK.
- Verify that the operation is cancelled by viewing the Operation Status
field for the record.
- Open the Maintenance Order window and query (F3) for
your
maintenance order.
- Click the Maint. Order Str. tab.
- In the graphical maintenance order structure, select the task for which
you want to reload operations, right-click, and then click
Reload Operations. You can also right-click on the
Task Details
sub tab or the Included Tasks tab, and then click
Reload Operations.
- Open the Maintenance Order window and query (F3) for your
maintenance order.
- Click the Maint. Order Str. tab.
- In the graphical maintenance order structure, select the maintenance order or the task
for which you want to view material requirements and/or the rolled up requirements
for resources and tools-and-facilities.
- Click the Material Required tab to view the requirements
for material for the selected maintenance order or task.
- Click the
Demand Roll Up sub tab and select a valid period type, i.e., Date,
Week or Month.
- The requirements for resources
and tool-and-facilities can be viewed in the Resources and
Tools and Facilities sub tabs respectively.