Concepts

Tasks

Settings

Editing a Standard Task that is Based on a Template

APM can update standard tasks when the task template changes. This can save you a lot of time and effort in maintaining your standard tasks and also helps to ensure consistent task definitions across assets.

However, if some assets have differences, for example, a different operating condition, you might need to change the standard task to suit the asset. You can override some of the task template values on the standard task while keeping the link to the rest of the task template.

The following standard task values are linked to the task template but can be overridden on the standard task:

•	Requirements (materials, tools, trades, and services)

•

Holds

•	Standard documents

•	Indicators

•	Detail properties: description, work classification, expected frequency, asset operating condition, technology, work priority, estimated duration, asset status, site status, shutdown type

To edit detail properties, you can choose to “allow detail overrides”. If you edit the standard task’s detail properties, future changes made to the task template’s detail information will not be applied to the standard task. However, you can remove overrides, replacing either the detail values or all values with those from the template.

Indicators, requirements, and documents that were identified on the task template can be removed from a standard task. Indicators, documents, and requirements that are not included on the task template can be added to a standard task. You can also change the properties of requirements that have been added using a task template (such as the number or amount required). The advantage of keeping the link to the template is that, if indicators, documents, or requirements are added to the template, the standard task receives the update while retaining any overrides.

Much of the rest of the information on a standard task that is not in the above list is not linked to the task template and can be changed at any time. The following information is not linked to the template:

•	Task title

•	Maintenance group

•	Dynamic route information, including indicator collection set

•	Planner, planning lead time, and indicator inclusion option

Note that you cannot change the work type of standard tasks that are linked to task templates.

This section explains how to override template values on a standard task. Note that when you change a standard task that is based on a template, this affects APM’s ability to update the task with changes from the task template. See Editing a Task Template.

To Edit a Standard Task that is Based on a Task Template

1.	Open the Standard Task window.

2.	Make sure that editing is enabled.

3.	To change the task’s detail properties, select the Tools menu, Overrides, and then Allow Detail Overrides. A confirmation dialog appears to ask you to confirm that you want detail overrides. Click Yes. All of the standard task details properties are now open for editing.

Note: This breaks the link between the standard task and template detail properties.

Tip: You can reverse the changes by selecting the Tools menu, Overrides, and then Remove Detail Overrides.

4.	To change the list of indicators to be read, select the Inspection tab. On this tab you can:

•	Manually add indicators. See Adding Static Indicators to a Standard Task.

•	Add route assets and criteria for adding indicators dynamically. See Setting up a Dynamic Inspection Route on a Standard Task.

•	Exclude static indicators that have been added from the task template. Right-click the indicator and click Exclude from Task. The indicator is shown as silver and scored through in the list.

•	Include static indicators that were excluded when the task was created from the template or that have been manually excluded since then. These indicators are shown as silver and scored through in the list. Right-click the indicator and click Include on Task.

5.	To change the list of requirements, select the Planning tab. On this tab you can:

•	Add new requirements. See Entering Planning Information for a Standard Task.

•	Change the requirements that have been added by the task template. Right-click the requirement and then click Override Requirement. The Standard Task Requirement dialog appears. Make your changes and then click OK.

•	Remove requirements that have been added by the task template. Right-click the requirement, and then select Remove from Standard Task. The selected requirement disappears from the list.

6.	To change the list of standard documents, select the Documents tab. On this tab you can:

•	Add standard documents (see Adding Standard Documents to a Standard Task).

•	Remove documents that have been added by the task template. Right-click on the standard document, and then select Remove From Standard Task. The selected document is shown as scored through in the list.

Note: To return the document to the task, right-click it and click Add Back to Standard Task.

7.	Save and close the standard task.

Tip: To reverse your changes to the standard task, click the Tools menu, Overrides, and then either Remove Detail Overrides or Remove All. The values are returned to the current template values.