Enter Work Task Templates
Explanation
Use this activity to connect multiple work task templates to the service request. After connecting a
work task template, all previously
entered work list, material requirements are copied to the service request.
Prerequisites
- Information related to work
task templates must exist in
IFS/Preventive and Corrective Maintenance.
If selecting work task templates from an item class,
- The corrective actions defined on the item class must belong to the same site as the work order.
- The item class and symptom must be connected to the service request in the Service
Request/Prepare tab.
- The cause to which the symptom mentioned above is connected must have
work task templates connected as corrective actions in the Failure
Analysis Setup Navigator window.
System Effects
All information
regarding work list, materials, tool/equipment, and documents that are
entered in a work task template will be copied to a service request.
Window
Service
Request
Related Window Descriptions
Service Request
Service Request/Jobs and Templates
Procedure
- Open the
Service Request window.
- Create a new record (F5) or query for an
existing one (F3).
- Click the
Jobs and
Templates tab and create a new
record (F5), or select an appropriate job from the existing job lines.
- Enter a value in the Task Template ID field.
Use the List of Values to select a suitable value.
- Enter an appropriate revision in the Revision
field if more than one revision exists for the work task template. Use the
List of Values to select a suitable value.
- Enter the quantity of the work task template. At the time
of creating a new record, the value in the Quantity field is set to 1 by default.
- Save the record (F12).
To select work task templates from the item class:
-
Open the Service
Request window.
-
Query for the service request.
-
Click the Jobs
and Templates tab.
-
Right-click and click Select
Work Task Templates from Item Class. The Select
Work
Task Templates from Item Class dialog
box is opened.
-
Select the Select check
boxes of the rows containing the corresponding work task templates that should be
added to the work order. To add all the work task templates in the table, select
the Select All check
box.
-
Click OK.