Concepts

Tasks

Settings

Creating a Standard Task from Scratch

A standard task is a plan for maintenance work that is performed repeatedly on a piece of equipment over the course of its lifetime. For example, a pump and motor assembly inspection might be performed at regular intervals. The work typically involves inspection, corrective, scheduled restoration, or scheduled discard tasks.

You can create standard tasks in APM from a template or from scratch in the following locations:

•	Site or asset’s Reliability Program view

•	Site or asset’s Inspection Management view, Inspection Tasks tab

•	Maintenance Action Plan window, Implementation view for strategy development analyses (MTA2, RCM2, RBI, HAZOP, or SIF)

•	Indicator window, Tools menu, New Inspection Task option

Creating a standard task from scratch allows you to enter all of the information about the task. This section explains how to create a standard task from scratch from the site’s Reliability Program view. It provides general information and links to related topics.

This topic explains:

•	Overriding GL Accounts

•	Standard Tasks and Solution Packages (AWEIS)

•	To Create a Standard Task from Scratch

Overriding GL Accounts

APM automatically derives a GL account for charges to an asset or work order task based on the site’s accounting settings. You can override the derived maintenance GL account for labor, direct purchases, and inventory usage charged to an asset or work order. When the account number is overridden, the replacement account number is used on subsequent documents and transactions (work order requirements, timecards, issue transactions, purchase order lines, and receipts). The option to override a GL account is available only if the work type has been set up to allow the override.

Standard Tasks and Solution Packages (AWEIS)

A standard task’s work type determines if solution packages can be identified on its Properties view, Solution Packages tab. Requests for work generated from the checksheets associated with the standard task are then used to trigger the correct solution packages in the CMMS.

Note: Support for solution packages on standard tasks is generally available in APM. You must first enable feature 119 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Solution package identification on standard task” and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.

The names and relationships of solution package levels are set up in the Site Interoperability Profile. In this standard task, three levels have been defined: Maintenance plan, Maintenance item, and Task list. Steps have been defined as Operations.

Note that you can include solution packages that do not refer to an asset or that refer to the standard task’s asset. When setting up a standard task template, you can only include solution packages that do not reference an asset.

To Create a Standard Task from Scratch

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

2.	Click New. The Standard Task window appears:

Tip: To have the Last done and Next due information displayed at the top of Standard Task and Indicator windows, see Enabling Next Due Date Information.

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

Note: Standard tasks and task templates share a numbering system and each must have a unique identifying number. A standard task cannot have the same number as a task template.

4.	Provide a title that describes the work.

5.	Click the browse icon () to locate the asset to work on. The Asset Selector dialog appears.

6.	Select an asset and click OK. After you save the standard task, it is included in the asset’s reliability program.

Note: If the selected asset is an installed component or a component location, Component and Location options appear in the dialog. You can switch to the component or location by clicking the appropriate option. For example:

The asset information and default classification values are added to the standard task. You can change the defaults, for example, work type, as needed.

7.	On the Details tab, enter the following settings:

Setting Name

Description

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.

Note: When the work type is selected, the Checksheet Options tab and the Inspections view are added to the Standard Task window.

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.

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.

Frequency

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

Inspection strategy

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

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”.

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.”

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.

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.

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.

Scheduling Priority

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

Planner group

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

8.	On the Documents tab, you can browse for or create standard documents. See Creating a Standard Document.

9.	You can add a detailed description of the task on the Description tab.

10.	Select the Charging Info tab (available when AWEIS is not enabled). On this tab, you can add or change the charging information for the work order tasks created from this standard task:

Setting Name

Description

Asset to charge

The asset to charge for the costs of work order tasks created from this standard task. By default, APM enters the asset that was selected as the asset to work on. To select an asset, click the Browse button. If your organization includes multiple sites and the asset to work on is not a component, the asset to charge and the work order must be owned by the same site. When the asset to work on is a component, the asset to charge can be component location owned by any site in the organization.

Override account number/segment

Select this option to change the default maintenance GL account number or segment for work order tasks created from this standard task. The system takes this segment from the default GL account for the asset to charge. If the asset to charge does not have a GL account segment, the system takes the default segment from the first ancestor asset in the physical hierarchy that has a GL account segment. When the account number is overridden, the replacement account number is used on subsequent documents and transactions (work order requirements, timecards, issue transactions, purchase order lines, and receipts). This option will only be available if the work type allows you to override the default general ledger accounts.

Number/segment

The maintenance account segment to be used on a work order task created from this standard task. If your settings enable you to override the default GL account, you can enter the actual account number that you want to use for this standard task.

11.	Select the Task Options tab.

Setting Name

Description

Troubleshooter

Select this option to have this task included in the list of tasks on a troubleshooter’s timecard. Troubleshooters will be able to select this task when they enter their time worked.

12.	Select the Checksheet Options tab. On this tab, you can select a default a checksheet type and up to three checksheet subtypes, if they have been created for your organization. The defaults are applied to checksheets created from the standard task.

13.

In the Checksheet restriction area, you can limit the standard task to having only one open checksheet at one time. Select Only one open checksheet allowed at a time. This functionality applies to the manual creation of an additional checksheet, not to checksheet generation, split checksheets, or checksheets created from a standard job.

14.	Save the standard task.

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

•	Specify asset and site statuses that are valid for triggering standard tasks (available when AWEIS is not enabled)

See Using Asset or Site Status to Control Standard Task Triggers

•	Add planning information

See Entering Planning Information for a Standard Task

•	Add trade, material, tool or service requirements

See Adding Trades to a Standard Task

See Adding Materials and Tools to a Standard Task

See Adding Services to a Standard Task

•	Add holds to work order tasks created from the standard task

See Adding Holds to a Standard Task

•	Add a dynamic inspection route

See Setting up a Dynamic Inspection Route on a Standard Task

•	Manually add indicators to read

See Adding Static Indicators to a Standard Task

•	Set options for including indicators on checksheets and work order tasks and for calculating the standard task’s due dates

See Setting Inspection Options for a Standard Task

•	Automatically assign standard task activities to a mobile device

See Setting Mobile Computing Options on a Standard Task

•	Add procedures and documents

See Adding Standard Documents to a Standard Task