Enter Work Task Templates

Explanation

Use this activity to connect multiple work task templates to a work order. This is useful if you want to create work orders for typical, frequently performed jobs, that use the same kind of resources, i.e., personnel and material. After connecting a work task template, all data previously entered for the work task template is copied to the work order. You can also enter a standard text if you want to use a typical work description only.

Work Task templates can be selected from the list of corrective actions defined for the item class which is connected to the work order if necessary.

Prerequisites

• Work Task Templates must exist in IFS/Basic Data for Maintenance.

If selecting work task templates from an item class,

• The corrective actions defined on the item class must belong to the same site as the work order.
• The item class and symptom must be connected to the work order in the Prepare Work Order/General tab.
• The cause which is connected to the same fault type as the symptom mentioned above must have work task templates connected as corrective actions in the Failure Analysis Setup Navigator window.

System Effects

As a result of this activity, all information regarding operations, materials, tool/equipment, and documents that are entered in a work task template will be copied to the work order.

Window

Prepare Work Order
Report In Work Order

Related Window Descriptions

Prepare Work Order
Prepare Work Order/Jobs and Templates
Report In Work Order
Report In Work Order/Jobs and Templates
Select Work Task Templates from Items Class

Procedure

To enter predefined work task templates directly for the work order:

1. Open the Prepare Work Order or Report in Work Order window.
2. Create a new record (F5) or query for an existing one (F3).
3. Click the Jobs and Templates tab and create a new record (F5), or select an appropriate job from the existing job lines.
4. Enter a value in the Task Template ID field. Use the List of Values to select a suitable value.
5. 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.
6. Enter the quantity of the work task template. At the time of creating a new record, the value in the Quantity field is set to 1 by default.
7. Save the record (F12). 

To select work task templates from the item class:

1. Open the Prepare Work Order window.
2. Query for the work order.
3. Click the Jobs and Templates tab.
4. Right-click and click Select Work Task Templates from Item Class. The Select Work Task Templates from Item Class dialog box is opened.
5. Select the Select check boxes of the rows containing the corresponding work task templates that should be added to the work order. To add all the work task templates in the table, select the Select All check box.
6. Click OK.