Assigning a Task List to a Maintenance Plan (SAP Library

Assigning a Task List to a Maintenance Plan

Prerequisites

The following prerequisites must be fulfilled:

You have created a piece of equipment as test equipment.

You have created a maintenance task list (equipment task list or general maintenance task list).

If you want to update the measurement documents in Plant Maintenance as an automatic follow-up action for the inspection lot, the following prerequisites also apply:

You have assigned a measuring point or counter to this piece of equipment. The characteristic of the measuring point/counter must have been created with reference to a class characteristic of the classification system.
You have created master inspection characteristics in Quality Management (QM). For more information, see Master Inspection Characteristics in the Quality Management component.

If you do not want to use this function, you can also work with task list inspection characteristics.

Procedure

Choose Logistics ® Quality management ® Test equipment management ® Calibration planning ® Maintenance planning ® Maintenance plan ® Change.

You reach the initial screen for creating a maintenance plan.

Enter the necessary data and choose Enter.

You reach the Change Maintenance Plan: Item Data.

Assign a task list to the maintenance plan and create a new general maintenance task list directly from the maintenance plan. The table describes the different options available:

Objective	Menu Path
Selecting a general task list	Goto ® Task list ® Select general task list ® General
Selecting a task list	Goto ® Task list ® Select task list
Creating a general task list	Goto ® Task list ® Create general task list

If you have chosen one of these options, you a list of task lists appears which correspond to your selection criteria.

If only one task list meets the criteria, the system immediately assigns this task list.

For more information about selecting general maintenance task lists or task lists, see PM - Maintenance Planning.

To assign a task list, select the required task list and choose Edit ® Choose.

The system assigns the task list to your maintenance plan. You see that the system has entered the data in the section Task list data on the screen.

The following prerequisites must be fulfilled in order to assign a task list to a maintenance item:

Task list and maintenance item must have the same strategy specifications.
The status "released" must be set in the task list.

Save the maintenance plan.

Result

The system schedules the maintenance plan (according to the setting of the scheduling parameters) automatically. However, you can also start the scheduling of the maintenance plan manually.