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

  1. Choose Start of the navigation path Logistics Next navigation step Quality management Next navigation step Test equipment management Next navigation step Calibration planning Next navigation step Maintenance planning Next navigation step Maintenance plan Next navigation step Change Next navigation step . End of the navigation path

  2. You reach the initial screen for creating a maintenance plan.

  3. Enter the necessary data and choose Enter .

  4. You reach the Change Maintenance Plan: Item Data .

  5. 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:

  6. Objective

    Menu Path

    Selecting a general task list

    Start of the navigation path Goto Next navigation step Task list Next navigation step Select general task list Next navigation step General End of the navigation path

    Selecting a task list

    Start of the navigation path Goto Next navigation step Task list Next navigation step Select task list End of the navigation path

    Creating a general task list

    Start of the navigation path Goto Next navigation step Task list Next navigation step Create general task list End of the navigation path

    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 .

  7. To assign a task list, select the required task list and choose Start of the navigation path Edit Next navigation step Choose Next navigation step . End of the navigation path

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.

Note Note

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

End of the note.

  • Task list and maintenance item must have the same strategy specifications.

  • The status "released" must be set in the task list.

  1. 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.