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Concepts
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Tasks
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Settings

Editing a Task Template

When you change information on the task template, you can have APM apply the change to the standard tasks that are based on the task template. For example, if you add a new indicator to the task template, the indicator is added to all of the standard tasks based on the task template. This not only simplifies the maintenance of standard tasks, but it also ensures that all of the standard tasks are updated. This topic explains how to edit information on an existing task template.
When you edit any of the following information, you can have APM update linked standard tasks (except for any overrides):
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Manually-added indicators
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Requirements (materials, tools, trades, and services)
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Holds
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Procedures and documents
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Detail properties: long description, work type, work classification, expected frequency, PdM technology, work priority, estimated task duration, asset status, site status.
On the standard task, you can override some of the task template’s information. However, changes that you make to the template will not be applied to standard tasks with overrides.
Changes made to the task template are effective as soon as you apply the changes to the standard tasks. Any new work order tasks created from a standard task will reflect the changes. It is the responsibility of the standard task planner to adjust the changes if they are not appropriate for the specific asset.
When the task template planner has finished editing the template, he or she can apply the changes to the standard tasks. When the changes are applied, APM flags each standard task that changed, records the list of changes, and notifies the planner of each standard task that changes have occurred. This allows the standard task’s planners to review each change and to ensure that the task definition is still appropriate for the selected asset.
Note: If the task template planner is the same person as the standard task planner, APM does not send an email or change the standard task status to “needs review.”
After the standard task planner has reviewed the changes that were made to the standard task, he or she can acknowledge the change to clear the “needs review” status. If any of the changes are not appropriate for the standard task, the planner must make the necessary changes (overrides) in the standard task.

To Edit a Task Template

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Open the task template.
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Make sure that editing is enabled.
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To see a list of standard tasks that have been created from the task template, select the Usage view and the Standard Tasks tab.
Scroll to the right to see the Requirements, Documents, Indicators, Details, and Has overrides columns, which show whether or not the template values have been overridden.
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To change the list of indicators to be read, select the Properties view and the Inspection tab. On the Static tab you can:
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Add indicator templates (see Adding Indicator Templates to a Task Template).
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Remove indicator templates from the task template. Right-click the indicator template and click Delete. APM asks you to confirm the deletion. Click Yes. The indicator template is removed from the list.
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To change planning information and the list of requirements, select the Planning tab. On this tab you can:
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Edit the planning dates and details. See:
Entering Planning Information for a Task Template
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Add new requirements. See:
Adding Trades to a Task Template
Adding Materials and Tools to a Task Template
Adding Services to a Task Template
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Change the requirement properties (such as the number or amount). Double-click the requirement. The Standard Task Requirement dialog appears. Make your changes and then click OK.
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Remove requirements. Right-click the requirement and click Delete. APM asks you to confirm the deletion. Click Yes. The selected requirement is removed from the list.
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To change the list of standard documents, select the Documents tab. On this tab you can:
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Add standard documents (see Adding Standard Documents to a Task Template).
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Remove standard documents. Right-click the standard document and click Delete. APM asks you to confirm the deletion. Click Yes. The selected document is removed from the list.
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To change any other information on the task template, select the appropriate tab and make your changes.
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When you are finished making changes to the task template, you can apply the changes to the standard tasks that are based on the template, including those that have overrides. On the Tools menu, click Apply Changes. the Apply Template Changes dialog appears:
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This dialog lists only standard tasks that override the template properties. Select tasks to have their overrides removed and the template changes applied. When you click OK, all of the template’s tasks are updated.
A confirmation message appears with the number of standard tasks that have been changed. For example:
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Click OK.
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When you are finished, close the Task Template window.