Work Order Job and Task Template Usage
To reduce data-entry time, you can set up work order job and work order task templates, which define work order requirements and can apply to more than one work order. You can click the Job Template link in the Work Order page to copy a job template to the work order. A job template consists of one or more task templates set up in sequence. You set up a work order task template based on selected asset characteristics and define the resource requirements needed to complete the task.
For example, you could set up a work order job template for a 3,000 mile maintenance for asset type (Fleet) and asset subtype (Automobiles). The task templates that you add to the job template are:
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Change engine oil.
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Flush radiator.
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Rotate tires.
Each task template consists of the typical resource requirements to perform the task. When you create a work order to perform a 3,000 mile maintenance for your fleet of electric automobiles, you can select the 3000 Mile Maintenance job template and its associated work order tasks to copy to the work order. Each of the three tasks and their requirements specified in the template are copied to the work order. You can override the specified requirements, if necessary, as well as add tasks, work order job templates, and individual task templates to the work order. In addition, if you are scheduling the work order, you can also copy these requirements to the schedule.
You can select specific problem, cause, and resolution data to more specifically locate the template that best suits the work order. You do this by associating a particular task or job template with a predefined resolution code, and, if that resolution code is linked to a problem group, you can expedite the search for the most appropriate template to apply to the asset and problem and cause codes specified on the work order. When the template is copied to the work order, you can optionally choose to also copy the PCR lookup data to the individual task line or lines on the work order.