Define Mandatory Work Task Template Information

Explanation

This activity is used to define a work task template. A work task template can be used as a template for creating PM actions. They also can be connected to PM Programs, work orders and service contracts. It is a way of putting together a definition of list of work to be done, planning, resource (person and tool/equipment) demand requirements, material demand requirements, permit types, and documents required for a job.

Prerequisites

• Work task template types should be defined in Work Order and PM Basic Data. 
• Maintenance organizations should be defined in Organization Basic Data.  

System Effects

As a result of this activity, a new work task template will be created, and receive the Preliminary status.

Window

Work Task Template

Related Window Descriptions

Work Task Template 
Work Task Template/General

Procedure

1. Open the Work Task Template window and create a new record (F5).
2. In the Task Template ID field, enter the identity for a work task template.
3. In the Description field, enter a short description of the work task template.
4. Enter the revision of the work task template in the Revision field. By default, the revision is set to 1 for new work task templates.
5. Save the information (F12).