Add Task Cards to Work Order
Explanation
This activity is used to add predefined task cards or manual tasks to a work order that has been
generated from Fleet and Asset Management. Once an engineer or technician is
assigned to start working on a work task, he may discover that
additional work is required to complete the maintenance of the vehicle or
component. With this activity, you can select from a list of predefined active
task cards and connect the required task cards directly to the
work order. In addition, you can manually enter tasks to the work order. The
predefined task cards and the manually added tasks will be connected to the corresponding
maintenance event and maintenance order. All detail information on the
predefined task card, i.e.,
resource requirements, material requirements, sign off requirements, and subtasks
will be transferred from Fleet and Asset Management to the work order.
Prerequisites
- To add predefined task cards, task cards must exist for the part revision of the serial
defined on the work order.
- The work order to which the task card or manual task is to be connected, cannot be in
the Work Done, Reported, Finished or Cancelled
status.
System Effects
- The task card and/or manual task will be added to the maintenance event in Fleet and Asset
Management for which the work order was generated.
- Once the task card and/or manual task is added to the maintenance event, it will be created
as a work task on the
selected work order and all belonging information will be transferred from
Fleet and Asset Management to the work order.
- If the work order was generated from a maintenance order having the
Execution Logic Structure distribution type and the Use Execution
Logic check box is selected, the predefined task card will be added
to the corresponding ELO in Fleet and Asset Management.
- If the Use Execution Logic check box is not selected, the
predefined task card will be added to the current work order.
- Manually added tasks will always be added to the Ungrouped Task Cards
ELO and the corresponding work order.
Window
Prepare Work
Order
Report In Work Order
Work Order Execution Logic
Related Window Descriptions
Add Task Cards to Work Order
Prepare Work Order/Work Tasks
Report In Work Order/Work Tasks
Work Order Execution Logic/Work Tasks
Procedure
- Open the Prepare Work Order, Report In Work Order
or the Work Order Execution Logic window.
- Query (F3) for a work order created from Fleet and Asset Management.
- Click the Work Tasks tab.
- Select the
desired work task, right-click, and then click Add Task Cards. The
Add Task Cards to Work Order
dialog box opens.
- In the Predefined Task Cards tab, select the
Include Task Card check box for the task
card
you want to add to the work order. It is possible to select this check box
for multiple task cards.
- To add the predefined task card and/or manual task to a work order based on grouping criteria,
select the Use Execution Logic check box. The check box will only be
editable if the selected work order was generated from a maintenance order
having the Execution Logic Structure distribution type. Note: Manually
entered tasks will always be added to the Ungrouped Task Cards ELO as well
as the corresponding work order.
- To enter a manual task, create a new record in the
Manual Tasks tab.
- In the Task Card ID field, enter a unique identity for the manual
task.
- Enter a description for the manual task in the Task Card Description
field.
- Optionally, you can enter a description of the work to be done, date and
time for when the manual task is planned to start and finish, as well as the
planned number of hours for executing the manual task.
- Once all necessary task cards have been selected and all manual tasks
have been added, click OK to close
the assistant and complete your action.