Define Work Lists

Explanation

This activity is used to define work list required to handle resources and materials needed with in an execution item template. A description along with a long description and a duration (number of hours planned for the work list) can be entered for each work list line. It considers defining every alternative work list required by the execution item template.

Prerequisites

• An execution item template must exist.
• If the Work Lists are to be connected to a task template, the task template must be defined on the Compatible Unit Template Navigator/Jobs and Templates tab prior to defining the work lists for the execution item template.

System Effects

As a result of this activity, work lists will be added for the execution item template.

Window

Compatible Unit Templates Navigator

Related Window Descriptions

Compatible Unit Template Navigator
Compatible Unit Template Navigator/Execution Item Template Work Lists

Procedure

1. Open the Compatible Unit Template Navigator window.
2. Search for an existing record.
3. Select the appropriate execution item template in the navigator.
4. Click the Work Lists tab.
5. Enter a new record and enter a value in the Description field.
6. Enter information is Long Description field as required and use the List of Values to select a suitable value for Job ID.
7. Optionally, enter the number of planned hours for the work list in Duration field.
8. Save the information.