Concepts

Tasks

Settings

Adding an Indicator to an Inspection Task

From a manually-collected indicator, you can add the indicator to an existing standard task. Alternatively, you can create a standard task from scratch or a template, adding the current indicator to it in the process. This topic explains how to add the current indicator to an existing or new task.

For detailed information about creating standard tasks, see Setting up Standard Tasks.

To Add an Indicator to an Inspection Task

1.	Open an indicator that has a collection method of manually entered.

2.	In the Indicator window, click the Tools menu and then New Inspection Task. The New Indicator Inspection Task dialog appears. For example:

3.	To add the indicator to an existing task:

•	Click Add to existing task.

•	Enter a task number or click the browse icon to open the Standard Task Selector dialog. Select a task and click OK. The standard task number and name are shown in the New Indicator Collection Task dialog.

•	Skip to Step 7 to select the indicator collection information.

4.	To add the indicator to a new task, click Create a new task. You can create the task from a standard task template or from scratch.

5.	To create the task from a template:

•	Click From Template. Enter the template number or click the browse icon () to select a template. The template number and name are shown in the dialog.

•	Click the browse icon and select the asset for the task. The asset number and name are displayed in the dialog.

•	Select a collection set from the Collection set list, if appropriate. A collection set is one of the matching criteria that can be used to select indicators for a standard task’s dynamic inspection route.

•	Skip to Step 7 to select the indicator collection information.

6.	To create the task from scratch:

•	Click the browse icon () and select the asset for the task. The asset number and name are displayed in the dialog.

•	Select a work type from the list.

•	Enter a descriptive title for the new task.

•	Values for expected frequency, operating condition, maintenance group, technology, and collection set are copied from the indicator to the new collection task. If the indicator did not include these values, you can enter them on the New Indicator Collection Task dialog.

7.	In the Indicator collection information area, select whether dynamic or static indicators are added to the task:

•

Dynamic indicators are automatically added to a work order task or checksheet when the list of indicators to read is generated from the standard task. The indicator is included if its properties match the selection criteria defined in the standard task’s dynamic route. The properties can be any of trade, expected frequency, operating condition, maintenance group, PdM technology, and collection set.

•	Static indicators are added manually to the standard task.

8.	To add dynamic indicators to the task:

•	Click Dynamic indicators.

•	Specify the route asset for the task. A route asset is typically a system asset or large piece of equipment with one or more indicators to be read as part of an inspection task or PM inspection route. Route assets are listed on the standard task in the order in which they are visited.

•	Specify the route sequence of the asset. The sequence number indicates the order in which the asset is to be visited during inspection.

•

Select a collection group, if appropriate. The collection group is a selection criterion for the dynamic route. Collection groups typically identify a location on large assets, for example, the first floor or second floor. Because a large asset can be included more than once on the same route, the collection group is used to pinpoint the stop.

9.	To add static indicators to the task:

•	Click Static indicators.

•	Set the current indicator’s sequence number.

10.	Click OK. The new standard task window appears. You can edit the task as required.