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Creating a Task Template for the Automatic Creation of Repair Work Orders

When you send a serialized resource unit for repair, you should manage the repair process with an APM work order. This applies whether you are repairing the units internally or externally. You can create repair work orders manually, or you can have APM automatically create work orders whenever a unit of the resource is issued from inventory. Work orders are created following the issue transaction because, usually, a unit is issued to replace a failed unit.

There are two ways to repair a serialized resource unit:

•	Internally by your in-house repair shop

•	Externally by an outside supplier

If a resource is repaired externally, when APM creates an automatic repair work order for a unit of the resource, the system includes a purchase demand for the repair on the work order. To automatically create repair work orders, you must designate a task template for the system to use.

When automatically creating a repair work order, the system copies some of the information from the work order to which the unit was issued:

•	Asset to work on

•	Asset to charge

•

Planner

•	GL account to charge if it was overridden on the original work order

For external repairs, the system includes a resource demand for the repair. The resource demand information includes:

•	The resource issued

•	The unit being repaired

•	Fulfillment method of purchase

•	Purchase type of supplier repair

•	Supplier: defaulted as usual

The remaining information for the work order originates from a designated task template.

This topic explains how to create the task template to be used when creating repair work orders.

To Create a Task Template for Repair Work Orders

1.	Select the site’s Reliability Program view, and then select the Program tab, and then the Task Templates tab.

2.	Click New. The Standard Task window appears, open to the Properties view, General tab.

3.	If necessary, you can change the template number.

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

4.	Enter a title that describes the work. For example, you might want to enter something like “Repair work orders for serialized units”.

5.	On the Details tab, select a work type from the list. If your organization uses approvals, the work type that you select might determine whether or not work orders created from the template must be approved.

6.	Select the Task Options tab. Select the option This task is used when a work order is generated to repair a failed serialized unit.

7.	Complete any other information on the template that you want applied to the repair work orders.

8.	When you are finished, save the task template.

9.	In order for this template to be used, it must be selected on each serialized resource. See Setting up Repair Cycle Automation.