Enter Jobs in Jobs and Templates
Explanation
Use this activity to enter jobs for preventive
maintenance (PM) actions, work orders, and service requests. Jobs and Templates are used to
connect work task templates to PM actions, work orders, and service requests, as well as
to organize material, work list, resources and planning lines.
Prerequisites
Employees should be defined in IFS/Basic Data for Maintenance.
System Effects
As a result of this activity, a jobs and template line will be
included in the PM action, work order, or service request.
Window
PM Action
Service Request
Prepare Work Order
Report In Work Order
Related Window Descriptions
PM Action
PM Action/Jobs and Templates
Service Request
Service Request/Jobs and Templates
Prepare Work Order
Prepare Work Order/Jobs and Templates
Report In Work Order
Report In Work Order/Jobs and Templates
Procedure
- Open one of the following windows depending on the
item for which you want to create the job line:
- For PM actions PM Action.
- For Work Orders
Prepare Work Order or
Report In Work Order.
- For Service Requests,
Service Request.
- In the
Prepare Work Order or
Service Request
window, create a new record (F5), or query for an
existing one (F3). In the
Report In Work Order
window, query for an existing record (F3).
- Click the
Jobs and Templates tab, and create a new
record (F5).
- Enter a value in the Job ID field. The value
entered should be unique for the particular PM action or work order. Optionally, you can leave this field blank and
a value will be automatically assigned.
- Enter a description for the job in the Description
field. If a work task template has been connected to the job line, the work task
template's work description will be displayed by default. The description can be
modified if necessary.
- Enter the service type for the repair activity in the
Prepare Work
Order window or use the List of Values to select a suitable value
and the component repair order line connected service type(s) will be
listed. Note: This field is enabled only if the repair activity is originated from a CRO line.
- Save the record (F12).