Work type

Select a work type from the list. You cannot save the task without selecting a work type. The work type that you select can affect the types of information that can be entered on the task. For example, if you select a work type that does not include indicator information, the Inspection tab is not available, and you cannot add indicators to the task or to any work order tasks created from it. The work type can also affect whether or not work order tasks created from this task must be approved.

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Work classification

Work classifications are used to group work order tasks into categories relevant for the site. You can filter or sort lists of tasks according to work classification. Once work type is assigned to a standard task, only classifications for that type are available for selection. For example, the Corrective work type includes classifications such as Breakdown and Safety.

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Work priority

Work priority describes the urgency of the work and the sequence in which it should be completed. For example, Regular and Emergency or High, Low, and Medium might be priorities defined for the site.

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Frequency

The expected frequency tells the people who plan and schedule the work how often the task should be performed.

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Operating condition

The operating condition that the asset must be in when the work is performed. For example, if the asset must be shut down in order to perform the work, you would select an operating condition called “shut down.”

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Maintenance group

The maintenance group that will work on the task. Select the appropriate maintenance group from the list. For example, you might select a mechanical group or an electrical group. APM uses this information to determine the GL account segment for labor charges, the default planner and scheduling options for a task, and to filter and sort lists of tasks for scheduling.

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Technology

A predictive maintenance (PdM) technology, such as vibration analysis or oil analysis, is used to determine the condition of in-service equipment to predict when maintenance should be performed. This information appears on work order tasks created from this standard task.

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Inspection strategy

Describes the action to be taken in response to the asset’s failure mode. An example is “Maintain current inspection / monitoring”.

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Safety critical

Indicates whether or not the asset or procedure needs to be fail-safe for safety purposes. Possible values are blank, “Yes”, or “No”.

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Collection set

The indicator collection set is referenced on both the indicator and standard task and provides an additional criterion for matching indicators and tasks for inspection routes.

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Scheduling Priority

Select this option to specify the scheduling priority for the task.

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Planner group

Group of employees responsible for planning, processing, and maintenance tasks in a plant.

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Types of Assets This Task Template May be Used With

You can select the asset types that the task template can be used for. For example, if you have a template for a “rotate tires” task, you may select a “vehicle” asset type for the task. When you select asset types for a task template, you will not be able to create standard tasks from the template for other types of assets. To select one or more asset types for the task template, select the This task template can only be used with the types of assets selected below option. Then, select the check boxes for the asset types that the task template applies to.

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