Tasks

Creating a Standard Task for Troubleshooters

For troubleshooting labor charges to post correctly, APM needs to create work orders for each troubleshooting timesheet entry. To set this up, you must create troubleshooter standard tasks or task templates. To create a troubleshooter task, select This task is used by troubleshooters to record their time worked on the task’s Charging Info tab.

When a troubleshooter fills in a timesheet, he or she can select from a list of troubleshooter standard tasks or task templates. APM uses the task to create a troubleshooter work order. APM automatically closes work orders created for troubleshooters. You can view the troubleshooter work orders on the Work Orders view, Historical tab.

Note: APM will filter the list of standard tasks to pick from based on the asset selected on the troubleshooter timesheet. This means that you will need to create at least one troubleshooter standard task for each asset that you want to record troubleshooting time for. Troubleshooter task templates can be selected for any asset that has an appropriate asset type for the template.

To Create a Standard Task for Troubleshooters

1.	Select the site’s Reliability Program view, Program tab. Then select the Tasks or Task Templates tab.

2.	Click New. APM creates a new standard task or task template and opens it to the General tab.

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

5.	For standard tasks, in the Asset to work on group, browse to select an asset, and then click OK. After you save the standard task, it will be included in the Reliability Program view for the asset that you have selected.

6.	On the Details tab, select appropriate values in the Classification area.

7.	You can add a detailed description of the task in the Description box.

8.	Select the Task Options tab, and then select This task is used by troubleshooters to record their time worked.

9.	For standard tasks, if the asset that will be charged is different from the asset that is being worked on, select the Charging Info tab and browse to select an asset in the Asset to charge box and then click OK.

10.	Select the Planning tab to add additional planning information, if appropriate. Keep in mind that APM closes this task automatically when the troubleshooter timecard is posted.

11.	When you are finished, save and close the task.