Define Sign Off Requirements for Task Card and Subtask

Explanation

This activity is used to define sign off requirements for task cards and subtasks.

It is common to have requirements on the skills required to sign off the work that has been performed. These requirements apply to the level at which the work was planned and performed, i.e., at the task card level or subtask level. Following is a list of the sign off requirements that can be defined for task cards and subtasks:

• Executor sign off (usually the mechanic or technician's signature)
• Inspector sign off
• Independent sign off
• No sign off

These sign off requirements can be defined on the task card or subtask using any one of the following combinations:

• Only executor sign off is required
• A combination of executor sign off and inspector sign off is required
• A combination of executor sign off and independent sign off is required
• A combination of executor sign off, inspector sign off and independent sign off is required

It is possible to define sign off requirements for both the task card and connected subtasks. Note: When executor sign off is used in combination with inspector sign off or independent sign off, it is necessary to have two different persons signing off the corresponding work task (for the task card or subtask) on the work order. If the combination of executor, inspector and independent sign off is used, it is necessary to have three different persons signing off the work task.

If IFS Human Resources is installed, it will be possible to specify a user certificate for executor, inspector and independent sign offs. When a certificate is specified, the person signing off each work task will be validated against the qualifications set up in IFS Human Resources, to verify that he or she has the necessary certificate to perform the sign off. Defined certificates will be transferred to the work task when maintenance events are distributed. If IFS Human Resources is not installed, you need only determine whether sign off is required or not. In this case, the person reporting on the work task will be required to sign off. This person's user identification will be retained in the system, but validations will not be performed.

If inspection requirements exist for task cards or subtasks, it will be possible to define an inspection description when defining sign off requirements. These inspection descriptions are applicable to the inspections, i.e., inspector sign off and independent sign off. Defined inspection descriptions will be transferred to the relevant work task when maintenance events are distributed.

Prerequisites

• A task card or subtask must exist.
• To enter a certificate, certificates must be defined in IFS Human Resources.

System Effects

• Sign off requirements are defined for task cards and subtasks.
• Validations can be performed when signing off the work tasks on the work order.

Window

Task Card
Subtask

Related Window Descriptions

Task Card
Task Card/Sign Off Req. 
Subtask
Subtask/Sign Off Req. 

Procedure

To define sign off requirements for task cards:

1. Open the Task Card window.
2. Populate (F2) or query (F3) for the desired task card.
3. Click the Sign Off Req. tab and create a new record (F5).
4. In the Sign Off Requirement Type field, select the required sign off requirement type. Valid values are: Executor, Inspector and Independent.
5. If a certificate is required, enter the ID of the certificate in the Certificate ID field. Use the List of Values to select a valid value.
6. If a certificate level is required, enter the certificate level in the Certificate Level Name field. Use the List of Values to select a valid value.
7. If needed, enter an inspection description in the Inspection Description field.
8. Save the record (F12).

To define signature requirements for subtasks:

1. Open the Subtask window.
2. Populate (F2) or query (F3) for the desired subtask.
3. Click the Sign Off Req. tab and create a new record (F5).
4. In the Sign Off Requirement Type field, select the required sign off requirement type. Valid values are: Executor, Inspector and Independent.
5. If a certificate is required, enter the ID of the certificate in the Certificate ID field. Use the List of Values to select a valid value.
6. If a certificate level is required, enter the certificate level in the Certificate Level Name field. Use the List of Values to select a valid value.
7. If needed, enter an inspection description in the Inspection Description field.
8. Save the record (F12).