Enter Jobs in Jobs and Templates

Explanation

Use this activity to enter jobs for preventive maintenance (PM) actions, work orders, and service requests. Jobs and Templates are used to connect work task templates to PM actions, work orders, and service requests, as well as to organize material, work list, resources and planning lines.

Prerequisites

Employees should be defined in IFS/Basic Data for Maintenance.

System Effects

As a result of this activity, a jobs and template line will be included in the PM action, work order, or service request.

Window

PM Action
Service Request
Prepare Work Order
Report In Work Order

Related Window Descriptions

PM Action 
PM Action/Jobs and Templates
Service Request
Service Request/Jobs and Templates
Prepare Work Order
Prepare Work Order/Jobs and Templates
Report In Work Order
Report In Work Order/Jobs and Templates

Procedure

  1. Open one of the following windows depending on the item for which you want to create the job line:
  1. In the Prepare Work Order or Service Request window, create a new record (F5), or query for an existing one (F3). In the Report In Work Order window, query for an existing record (F3).
  2. Click the Jobs and Templates tab, and create a new record (F5).
  3. Enter a value in the Job ID field. The value entered should be unique for the particular PM action or work order. Optionally, you can leave this field blank and a value will be automatically assigned.
  4. Enter a description for the job in the Description field. If a work task template has been connected to the job line, the work task template's work description will be displayed by default. The description can be modified if necessary.
  5. Enter the service type for the repair activity in the Prepare Work Order window or use the List of Values to select a suitable value and the component repair order line connected service type(s) will be listed. Note: This field is enabled only if the repair activity is originated from a CRO line.
  6. Save the record (F12).