Enter Complementary Information on Work Task

Explanation

This activity is used to enter complementary information on a work task, i.e., item class, work type and priority. The work task can inherit an item class from the equipment object, part or object type, or an item class can be manually entered or edited on a work task if necessary.

If the work task originates from a service contract for which a valid service level agreement (SLA) order template is defined, a SLA order is created and connected automatically to the work task. The SLA order is generated based on the SLA order template on the applicable SLA line depending on the work task priority or equipment object criticality or combination of priority and criticality, on the service contract SLA. If a work stage is not defined on the work task, the default SLA order line is connected to the work task and if not SLA order line corresponding the work stage defined on the work task is connected. SLA Latest Start and SLA Latest Finish is calculated

Prerequisites

• The item class must have been defined in the Maintenance Basic Data or Failure Analysis Setup Navigator window.
• Information on work type, work stage and priority must have been entered in the Work Order and PM Basic Data window.
• The SLA order template must be entered in SLA Order Template.
• A service contract line must be defined with an equipment object, connected to a SLA.
• An equipment object must be entered on the work task in order to enter an item class.

System Effects

• The work task is updated with information on item class, work type, SLA and priority code.
• Work Task templates can be copied to the work task from the item class.
• The List of Values for the Symptoms field will be filtered according to the symptoms connected to the item class in the Failure Analysis Setup Navigator/Symptom tab.
• The work task is updated with the SLA order no created based on the SLA order template defined in the service line.
• If a work stage is not defined on the work task, the default SLA order line is connected to the work task and if not SLA order line corresponding the work stage defined on the work task is connected.
• SLA Latest Start and SLA Latest Finish will be calculated based on the SLA order line connected.

Window

Work Task
Work Tasks
Prepare Work Order
Work Order Structure
SLA Order

Related Window Descriptions

Prepare Work Order
Work Order Structure
Work Order Structure/General
SLA Order

Procedure

1. Open the Work Task window, or the Prepare Work Order/Work Tasks tab.
2. Query for the work task.
3. Select the Work Task/General tab, or the Prepare Work Order/Work Tasks tab.
4. Enter a value in the Work Type field. Use the List of Values to select a suitable value.
5. Enter a value in the Priority field. Use the List of Values to select a suitable value.
6. Open the Work Task/General window, or the Prepare Work Order/Work Tasks tab.
7. Enter a value in the Item Class field. Use the List of Values to select a suitable value.
8. Save the information.

Connect the SLA Order to the work task.

1. Open the Work Task window, or the Prepare Work Order/Work Tasks tab.
2. Query for a work task where the actual object is set as the equipment object registered in the service contract.
3. Select the Work Task/Customer tab, or the Prepare Work Order/Work Tasks tab.
4. Enter the customer (for whom the service contract is defined) in Customer No field. Use the List of Values (F8) to select a suitable value
5. Enter the service contract information in Contract ID and Line No fields. Use List of Values (F8) to select suitable values.
6. Select the Work Task/General tab, or the Prepare Work Order/Work Tasks tab.
7. In the General tab, enter a value in Priority field, which matches the one in the service contract SLA line. Use the List of Values (F8) to select a suitable value.
8. Optionally, enter a value in Work Stage ID. Use the List of Values (F8) to select a suitable value.
9. Save the information (F12), SLA order is created and connected to the work task with the default SLA order line.