Enter Work Task Templates

Explanation

Use this activity to connect multiple work task templates to the service request. After connecting a work task template, all previously entered work list, material requirements are copied to the service request.

Prerequisites

• Information related to work task templates must exist in IFS/Preventive and Corrective 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 service request in the Service Request/Prepare tab.
• The cause to which the symptom mentioned above is connected must have work task templates connected as corrective actions in the Failure Analysis Setup Navigator window.

System Effects

All information regarding work list, materials, tool/equipment, and documents that are entered in a work task template will be copied to a service request. 

Window

Service Request

Related Window Descriptions 

Service Request 
Service Request/Jobs and Templates

Procedure

1. Open the Service Request 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 Service Request window.
2. Query for the service request.
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.