Concepts

Tasks

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Adding Tasks to a Work Order

In APM, a work order task is a single unit of work that can be performed on an asset. For example, you might create tasks to inspect a piece of equipment or to collect indicator readings on an asset. Work order tasks can each be planned and scheduled independently.

A task cannot exist on its own but must be part of a work order. Each work order is made up of one or more work order tasks. When you open a work order document, you are looking at a summary of the tasks included in the work order.

Users can create work order tasks in a number of ways:

•	To Add a New Task to an Existing Work Order

•	To Add Standard Tasks to an Existing Work Order

•	To Add Tasks from Standard Jobs or Job Templates

•	To Copy Tasks from an Existing Work Order

This section explains each of these methods of adding tasks to a work order.

To Add a New Task to an Existing Work Order

1.	From the Site window, select the Work Management view and then the Work Orders tab.

2.	Select the Work Orders tab. This tab lists the site’s work orders.

3.	Open the work order that you want to add tasks to. Its status must not be Canceled or Closed.

4.	Make sure that editing is enabled.

5.	On the Properties view, General tab, click New. The Work Order Task window appears.

6.	In the Title box, enter a name for the work order task.

7.	Select a work type and work classification.

8.	Save the work order task.

9.	You can now plan and schedule the task and work order as usual.

To Add Standard Tasks to an Existing Work Order

1.	Open the work order that you want to add tasks to.

2.	Make sure that editing is enabled.

3.	On the Properties view, select the General tab.

4.	In the New list, click Browse Standard Tasks. The Browse Tasks dialog appears. For example:

You can refine the list using the filters at the top of the dialog.

5.	Select the standard tasks or task templates that you want to add to the work order and click OK. APM adds the tasks to the work order.

6.	Save the work order.

7.	You can now plan and schedule the tasks and work order as usual.

To Add Tasks from Standard Jobs or Job Templates

1.	Open the work order that you want to add tasks to.

2.	Make sure that editing is enabled.

3.	Open a work order task in the list. The Work Order Task window appears.

4.	From the Task menu, select Create, then New from Standard Jobs. The Browse Jobs dialog appears. The dialog shows lists of standard jobs and job templates. For example:

5.	Select either the standard jobs or job templates that you want to add to the work order from the appropriate tabs. For job templates, you must identify the asset to work on for the new tasks.

6.	Click OK. APM adds the tasks contained on the selected jobs and templates to the work order.

7.	Save the work order.

8.	You can now plan and schedule the tasks and work order as usual.

To Copy Tasks from an Existing Work Order

1.	Open the work order that you want to add tasks to.

2.	Make sure that editing is enabled.

3.	On the Properties view, select the General tab. This tab shows a list of all tasks currently on the work order.

4.	In the New list, select Browse Work Order Tasks. The Copy Work Order Tasks dialog appears:

5.	To select the work order to copy from, click the browse icon . The Work Order Selector dialog appears.

6.	Select the work order that you want and click OK. The tasks available on the work order appear in the Copy Work Order Tasks dialog.

7.	Select an asset for the new tasks:

•	To select an asset for the new tasks, select Use the following asset on the new tasks and click . Select the asset and click OK.

•	To use the asset already listed on the tasks you are copying, select Use the same asset as was used on the original tasks.

8.	Select the tasks that you want to copy.

9.	When you are finished, click OK. APM creates the new tasks on your work order.

10.	You can now plan and schedule the tasks and work order as usual.