Enter Work Task Templates in Jobs and Templates

Explanation

Use this activity to connect multiple work task templates to a preventive maintenance (PM) action.

Prerequisites

Information related to work task templates must exist in IFS/Preventive Maintenance.

System Effects

As a result of this activity, all information regarding work lists, materials, resources, and documents that are entered in a work task template will be copied to the PM action. 

Window

PM Action

Related Window Descriptions

PM Action
PM Action/Jobs and Templates

Procedure

  1. Open the PM action window, create a new record (F5) or query for an existing one (F3).
  2. Click the Jobs and Templates tab, and create a new record (F5) or select an appropriate job from the existing job lines.
  3. Enter a value in the Task Template ID field. Use the List of Values to select a suitable value. 
  4. Enter an appropriate revision in the Revision field if more than one revision exists for the work task template. Use the List of Values to select a suitable value. 
  5. Enter the quantity of the work task template. The value in the Qty field is set to 1 by default.
  6. Save the record (F12).

Note: Quantity of the work task template can be changed to a value more than 1 at the time of creating the record. However, it cannot be updated once the record is saved.