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
- The item class must have been defined
in the
Maintenance
Basic Data or
Failure Analysis
Setup Navigator window.
- Information on work type, work stage and priority must
have been entered in the
Work Order and PM Basic Data
window.
- The SLA
order template must be entered in
SLA Order Template.
- A service
contract line must be defined with an equipment object, connected to a SLA.
- An
equipment object must be entered on the work task in order to enter an item
class.
System Effects
- The work task is
updated with information on item class, work type, SLA and priority code.
- Work Task templates can be copied to the work task from the item class.
- The List of Values for the Symptoms field will
be filtered according to the symptoms connected to the item class in the
Failure Analysis
Setup Navigator/Symptom
tab.
- The work task is updated with the SLA order no created based on the SLA
order template defined in the service line.
- 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
will be calculated based on the SLA order line connected.
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
- Open the
Work Task window, or the
Prepare Work Order/Work Tasks tab.
- Query for the work task.
- Select the
Work Task/General
tab, or the
Prepare Work Order/Work Tasks tab.
- Enter a value in the Work Type field. Use the List of Values to select a suitable value.
- Enter a value in the Priority field. Use the List of Values to select a suitable value.
- Open the
Work Task/General window, or the
Prepare Work Order/Work Tasks tab.
- Enter a value in the Item Class field. Use the List of Values to select a suitable value.
- Save the information.
Connect the SLA Order to the work task.
- Open the
Work Task window, or the
Prepare Work Order/Work Tasks tab.
- Query for a work task where the actual object is set as the equipment
object registered in the service contract.
- Select the
Work Task/Customer tab, or the
Prepare Work Order/Work Tasks tab.
- 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
- Enter the service contract information in Contract ID and Line
No fields. Use List of Values (F8) to select suitable values.
- Select the
Work Task/General tab, or the
Prepare Work Order/Work Tasks tab.
- 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.
- Optionally, enter a value in Work Stage ID.
Use the List of Values (F8) to select a
suitable value.
- Save the information (F12), SLA order is
created and connected to the work task with the default SLA order line.