Create PM Actions for Objects in Service Line

Explanation 

Use this activity to create PM actions for objects in a structure that a service line is applicable to. You can use an existing PM action or a Work Task Template to serve as the template when creating the PM actions.

Prerequisites

• Service lines should exist in Service Contract/Services.
• Actions and maintenance organizations should be entered in IFS/Basic Data for Maintenance. Ideally a work time calendar should be connected to the maintenance organization.
• If you need to create PM actions using existing PM action, PM action should be created in IFS/Preventive Maintenance.
• If you need to create PM actions using Work Task Template, Work Task Templates should be created in IFS/Preventive Maintenance.
• If you need to create PM actions at PM Settings tab, at least one PM action should be created to an object in service lines using Service Contract/PM Settings.

System Effects

Identical PM Actions will be created per service line, for objects in a structure.

Window

Service Contract

Related Window Descriptions

Service Contract
Service Contract/PM Settings
Service Contract/Services
Create PM Actions

Procedure

1. Open the Service Contract window and query for an active service contract (F3).
2. Click the PM Settings tab and select an existing PM action line that is created for a service line. Alternatively, click the Services tab, select the service line which you want to create PM actions for.
3. Right-click and select Create PM Actions. Note:

• If on PM Settings tab, in appearing Create PM Actions for Objects in Service Line dialog box, create from PM Action check box is selected. Also, the values for Line No, PM No and PM Revision are fetched from the PM action line.
• If on Services tab, in appearing Create PM Actions for Objects in Service Line dialog box, Line No is fetched from the service line.

4. If you want to create the PM actions using an existing,

• If on PM Settings tab, keep the already selected PM no or change it as required using List of Values.
• If on Services tab, select PM Action check box and enter values in PM No and PM Revision.

4. If you want to create PM actions using a Work Task Template, select create from Work Task Template check box and enter values to Task Template ID, Action and Maint Org using List of Values. Select Create for Objects that match the Categories in Work Task Template if you want to create PM actions only for the objects that fall under the categories mentioned in the selected Work Task Template.
5. Define the object or structure that the PM actions should be created, by entering values in Connection Type, Object Site, Object ID and Selection Criteria using drop down lists and List of Values. 
6. Select OK to create the PM actions for selected objects.