Concepts

Tasks

Settings

Creating a Standard Job from Scratch

A standard job is a collection of standard tasks for one or more assets. For example, you might create a standard job for a vehicle that includes standard tasks such as changing the oil, inspecting the brakes, and rotating the tires. A standard job can also include rules that determine when the tasks are converted to work order tasks.

You can create standard jobs from a template or from scratch. When you create a standard job from scratch, you can enter all of the information about the job. This topic explains how to create a new standard job from scratch.

To Create a Standard Job from Scratch

1.	From the Site window, select the Reliability Program view, Program tab, and then the Jobs tab.

2.	From the New list, select From Scratch. The Standard Job window appears.

3.	If necessary, you can change the standard job number.

Note: PM Routes, standard jobs, and job templates share a numbering system and must have unique identifying numbers. A standard job cannot have the same number as a PM route or a job template.

4.	Enter a title that describes the work.

5.	Click Browse and select an asset in the Asset Selector dialog. Click OK. Information about the asset, as well as any work document defaults it or its descendants have are shown in the window.

6.	On the Details tab, select a planner from the list.

7.	Select a work type from the list. The work type can control formatting, approval, and activity reporting settings for the standard job and the work orders created from the job.

8.	Select the work classification, if required.

9.	Select the work priority.

10.	Provide information to help in locating the job, for example, for triggering work order generation. The search values also make it easier for users to find standard jobs when searching for them.

Setting Name

Description

Frequency

The frequency with which the standard job is normally performed. This information is used to filter lists of standard jobs.

Trade

The trade normally responsible for performing the work. This information is used to filter lists of standard jobs.

Operating condition

The operating condition that the asset must have before the work can be performed. This information is used to filter lists of standard jobs.

Maintenance group

The maintenance group responsible for completing work orders generated from this standard job. Select the appropriate maintenance group from the list.

Technology

The PdM technology used to perform the work. This information is used to filter lists of standard jobs.

11.	You can add a detailed description of the job on the Description tab.

12.	Save the standard job.

Now that you have created the standard job, you can:

•	Set the work order options and rules for the job (see Setting Options and Work Order Rules for a Standard Job).

•	Set up the job as a seasonal job (see Creating a Seasonal Standard Job).

•	Add triggering rules to the job (see Creating Triggering Rules for a Standard Job or PM Route).

•	Add standard tasks and task templates to the job (see Adding Standard Tasks to a Standard Job or a PM Route).

•	Set up triggering cycles for the standard tasks on the job (see Triggering a Subset of Standard Tasks on a Standard Job or PM Route).