Connect Work Steps to Work List

Explanation

Use this activity to plan work steps on work list for work task template. Work step is an entity which holds information about a sub activity/process within a Work List. Work Lists can have one or more work steps connected to it. This activity is used to define work steps for a work list.

Prerequisites

• The current Work Task Template Work List tab must have been retrieved in the window and work list must be created for a work task template.

System Effects

As a result of this activity, a work step will be created. When you then decide to link the work task template to a PM action or a work order, all work step lines will be copied.

Window

Work Task Template

Related Window Descriptions

Work Task Template
Work Task Template/Work List/Work Steps

Procedure

1. Open the Work Task Template window, and query for an existing work task template.
2. Click the Work List/Work Steps tab and create a new record (F5).
3. Enter a value in the Order No field.
4. Enter any other optional information in the Remark field.
5. Save the information (F12).

Optional

1. Right-click on the created work step line and select Document Text and create a new record (F5).
2. Enter a value in the Output Type field. Use List of Values to select a suitable value.
3. Enter a Document Text/Phrase Text. Use either the List of Values or type-in the value.
4. Save the information (F12).