Prepare Work Task Template 

Explanation

This activity is used to enter job descriptions and categories for a work task template. 

Work task templates can be categorized according to the object's object type, object category, type designation, part number, item class, and repair code. They can also be categorized as mobilization or demobilization jobs, to be used in a rental business process. The categorization helps to group similar work task templates together.   

Prerequisites

• Object categories, object types, and type designations should be defined in Equipment Basic Data.
• Part numbers should be defined in Part.
• Mobilization Codes should be defined in Work Order and PM Basic Data/Mobilization Codes.
• Jobs should be defined in the Prepare Work Order/Jobs and Templates.
• Item class should be defined in Failure Analysis Setup Navigator.

System Effects

As a result of this activity, the work task template will be grouped according to categories.

Window

Work Task Template

Related Window Descriptions

Work Task Template
Work Task Template/Prepare

Procedure

1. Open Work Task Template window.
2. Create a new record or query for an existing one (F3).
3. Click the Prepare tab.
4. Enter a job description for the work task template in the Job Description field.
5. Click on the table and create a new record (F5).
6. Specify a value in the Category field.
7. Enter a value in the Identity field, depending on the value you selected in the Category field. Use the List of Values to select a suitable value.
8. Save the information (F12).

Note: If a work order is selected as the repair order type for a CRO line and the jobs are predefined in the Prepare Work Order/Jobs and Templates tab, the Part No and Repair categories match with the part on the CRO line and the repair codes are connected to the service type.