Enter Complementary Information on Work Task

Explanation

This activity is used to enter complementary information on a work task, i.e., item class, work type and priority. The work task can inherit an item class from the equipment object, part or object type, or an item class can be manually entered or edited on a work task if necessary.

If the work task originates from a service contract for which a valid service level agreement (SLA) order template is defined, a SLA order is created and connected automatically to the work task. The SLA order is generated based on the SLA order template on the applicable SLA line depending on the work task priority or equipment object criticality or combination of priority and criticality, on the service contract SLA. If a work stage is not defined on the work task, the default SLA order line is connected to the work task and if not SLA order line corresponding the work stage defined on the work task is connected. SLA Latest Start and SLA Latest Finish is calculated

Prerequisites

System Effects

Window

Work Task
Work Tasks
Prepare Work Order
Work Order Structure
SLA Order

Related Window Descriptions

Prepare Work Order
Work Order Structure
Work Order Structure/General
SLA Order

Procedure

  1. Open the Work Task window, or the Prepare Work Order/Work Tasks tab.
  2. Query for the work task.
  3. Select the Work Task/General tab, or the Prepare Work Order/Work Tasks tab.
  4. Enter a value in the Work Type field. Use the List of Values to select a suitable value.
  5. Enter a value in the Priority field. Use the List of Values to select a suitable value.
  6. Open the Work Task/General window, or the Prepare Work Order/Work Tasks tab.
  7. Enter a value in the Item Class field. Use the List of Values to select a suitable value.
  8. Save the information.

Connect the SLA Order to the work task.

  1. Open the Work Task window, or the Prepare Work Order/Work Tasks tab.
  2. Query for a work task where the actual object is set as the equipment object registered in the service contract.
  3. Select the Work Task/Customer tab, or the Prepare Work Order/Work Tasks tab.
  4. Enter the customer (for whom the service contract is defined) in Customer No field. Use the List of Values (F8) to select a suitable value
  5. Enter the service contract information in Contract ID and Line No fields. Use List of Values (F8) to select suitable values.
  6. Select the Work Task/General tab, or the Prepare Work Order/Work Tasks tab.
  7. In the General tab, enter a value in Priority field, which matches the one in the service contract SLA line. Use the List of Values (F8) to select a suitable value.
  8. Optionally, enter a value in Work Stage ID. Use the List of Values (F8) to select a suitable value.
  9. Save the information (F12), SLA order is created and connected to the work task with the default SLA order line.