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

Add a Task to the Maintenance Order

  1. Open the Maintenance Order window and query (F3) for your maintenance order.
  2. Click the Assign Tasks tab and then click the Pending Tasks sub tab.
  3. Select the Include Task? check box for the task(s) you want added to the maintenance order.
  4. Save the information (F12).
  5. Verify that the task is assigned to the order in the Included Tasks tab or the Maint. Order Str. tab.

Add a Convenience Task to the Maintenance Order

  1. Open the Maintenance Order window and query (F3) for your maintenance order.
  2. Click the Assign Tasks tab and then click the Convenience Tasks sub tab.
  3. Select the Include Task? check box for the convenience task(s) you want added to the maintenance order.
  4. Save the information (F12).
  5. Verify that the task is assigned to the order in the Included Tasks tab or the Maint. Order Str. tab.

Set the Maintenance Order to Under Preparation

  1. Open the Maintenance Order window and query (F3) for your maintenance order.
  2. Right-click, point to Status and then click Under Preparation.
  3. 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.

Connect an Operation to a Task

  1. Open the Maintenance Order window and query (F3) for your maintenance order.
  2. Click the Maint. Order Str. tab.
  3. In the graphical maintenance order structure, select the incomplete task, i.e., the task does not contain any operations.
  4. Click on the Operations tab and create a new record (F5).
  5. In the Operation ID field, enter the operation that is to be connected by using the List of Values.
  6. Save the information (F12).
  7. Now select a task that already has connected operations and connect an additional operation to it.
  8. In the same manner, connect valid operations to all the tasks on the maintenance order.

Set the Task to Under Preparation

  1. Open the Maintenance Order window and query (F3) for your maintenance order.
  2. Click the Maint. Order Str. tab.
  3. In the graphical maintenance order structure, select the task that is in the Incomplete status.
  4. Right-click, point to Status, and then click Under Preparation.
  5. In the same manner, set all previously incomplete tasks to this status.

Cancel an Operation on the Task

  1. Open the Maintenance Order window and query (F3) for your maintenance order.
  2. Click the Maint. Order Str. tab.
  3. In the graphical maintenance order structure, select the relevant task and then click the Operations tab.
  4. Right-click on the operation that is to be cancelled and then click Cancel.
  5. 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.
  6. In the Cancellation Comment field, enter additional information on the cancellation, if needed.
  7. Click OK.
  8. Verify that the operation is cancelled by viewing the Operation Status field for the record.

Reload Operations on the Task

  1. Open the Maintenance Order window and query (F3) for your maintenance order.
  2. Click the Maint. Order Str. tab.
  3. 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.

View Planned Demand

  1. Open the Maintenance Order window and query (F3) for your maintenance order.
  2. Click the Maint. Order Str. tab.
  3. 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.
  4. Click the Material Required tab to view the requirements for material for the selected maintenance order or task.
  5. Click the Demand Roll Up sub tab and select a valid period type, i.e., Date, Week or Month.
  6. The requirements for resources and tool-and-facilities can be viewed in the Resources and Tools and Facilities sub tabs respectively.