Work Order Tasks

You create work order tasks to specifically define:

  • The problem that needs to be resolved.

  • The work that needs to be completed.

  • The length of time that it takes to complete each task.

  • The asset associated with each task.

  • The status of each task.

  • The resources needed to complete each task.

You can optionally define labor, inventory, purchased and on-hand, and tool resource requirements for a work order task and generate estimated costs based on these resources. In addition, you can optionally schedule resources for each task.

Note:

You must identify the work order task status that you want to serve as the initial status in the work order when you set up your a work order tasks.

You can select data that is relevant to each task, which includes:

  • Additional Task Data.

    You can specify the work location and identify the supervisor, scheduler, and a key contact. If you intend to schedule crews for this task, you can identify the preferred crew that you want to use for this task. Selecting the crew associates this unscheduled task with Crew Scheduling Workbench after you determine crew capacity. If the crew is associated with a shop, other than the primary shop in the work order, you can associate that shop with this crew.

  • Information for the selected asset.

    You describe the characteristics and details about the asset. You can identify if the asset is being installed, removed, or retired. There are numerous links related to the task's asset, which may include links to the:

    • Work Order History

    • Asset Maintenance History

    • Asset Details

    • Asset Downtime

    • Asset Calendar

    • Warranty Claim

    • Meter History

  • Problem Reporting

    You can identify the problem group, problem, cause, and resolution to associate with a asset-related or non-asset related task. Specifying these values enable you to search for a work order job or task template, which already has requirements defined for this type of problem, and to categorize this task in order to later search for this task or other work orders and tasks associated with this PCR data.

You can use work order job templates and work order task templates to simplify the creation of work orders and tasks that you use frequently. You can select a work order task template at the task level that provides the resource requirements for a single task. You select the work order job template at the work order header level. It consists of one or more job steps that are associated with work order task templates. When you select a job template, all the data from all the work order task templates associated with the work order job template are copied to the work order tasks. You can only access one work order job template at a time to copy to the work order. However, if you want to add more than one job template to the work order, you can click the Job Templates link again and select another job template. The second job template is appended to the work order after the data copied from the first template.

Note:

When you create a job template (Set Up Financials/Supply Chain, and then Product Related, and then Maintenance Management, and then Templates, and then Work Order Job Template) and you search for a work order task template to associate with the job template, the search results only consist of work order tasks templates that fall within the effective date parameters of the job template. However, when you copy a job template to the work order, the system only allows you to copy job templates with effective dates that fall within the parameters of the work order header's Required Start Date field. Also, only work order task templates with effective dates that fall within the parameters of the work order task's Required Start Date field are copied to a work order task. If the Required Start Date is not available in either instance, then the current system date is the controlling factor.

You can also copy the data from a single work order task template to a task. If you copied one or more job templates to a work order, you can copy one or more single task templates to the work order as well.

When the resource requirements are copied to the work order tasks either from tasks listed in a job template or from a single task template, then the data is edited just like any other work order task data, and the resource cost data from the individual tasks is recalculated and rolled up from the individual tasks to the Estimated Cost fields in the work order's Costs page.

See Understanding Crew Scheduling.

See Understanding Work Order Task Resource Requirements.

See Understanding Work Order Statuses.

See Understanding Resource Scheduling.