Function documentationTask List

 

You can use the Task List application to create, change, and display both general maintenance task lists and maintenance task lists for technical objects.

In addition to the standard functions for planning recurring maintenance activities, this application has functions for helping to ensure that such activities are executed safely. Using this application, maintenance planners or safety specialists, for example, can evaluate the risks associated with the task list and assign the appropriate safety measures.

Note Note

This documentation is no longer up-to-date. For current documentation, see Task List.

End of the note.

Integration

  • This application is based on the back-end transactions for creating, changing, and displaying task lists (IA01, IA02, IA03, IA05, IA06, IA07, IA11, IA12, and IA13), but with a reduced and more streamlined set of data entry options and functions. These are described in this document.

  • The integration of an external risk management system facilitates the planning of safe maintenance work by providing planners with information about the potential risks associated with the task list and the appropriate responses. This application supports the integration of SAP BusinessObjects Risk Management as standard. For more information, see SAP BusinessObjects Risk Management Integration.

  • Work clearance management (WCM) is recommended for ensuring a safe working environment in industries that are subject to specific safety regulations, for example, the oil and gas industry. In this application, it is possible to add WCM object templates as safety measures to support the process of work permit management. For more information, see Work Clearance Management (WCM) Integration.

  • The embedded search of SAP NetWeaver Enterprise Search is integrated into the input help for selecting technical objects. For more information, see Defining Input Help for Technical Objects.

Prerequisites

  • If you are integrating safety information into maintenance planning, you have performed the following activities:

    • You have specified the maintenance planning plants in which safety information is required for the execution of maintenance work. You do this in Customizing for Plant Maintenance and Customer Service under Start of the navigation path Master Data in Plant Maintenance and Customer Service Next navigation step Basic Settings Next navigation step Worker Safety End of the navigation path.

    • You have added objects to the safety measure list. For more information, see Change Safety Measure List.

      Note that you do not have to add WCM object templates used as safety measures to the safety measure list.

  • On your local client, you have installed the whitelist that specifies the directories that can be used for document uploads. This is necessary if the add-on software component PLMWUI is active. For more information, see SAP Note 1224097Information published on SAP site.

Features

Task List Information

You can view and edit standard information for planning a task list on the relevant tab pages. This includes the following:

  • General task list information such as responsible work center and plant, status, and maintenance strategy

    Note that once you assign maintenance packages to the task list's operations, you can on longer change the maintenance strategy.

  • The task list's operations including scheduling information, planned materials, production resources/tools

    For externally-processed operations, you can view and edit information relating to service specifications

  • Maintenance packages assigned to the task list's operations (if a maintenance strategy is assigned to the task list)

  • Supporting documents

Note Note

You cannot view inspection characteristics, object dependencies, or qualifications.

End of the note.
Permits

You use permits to ensure that special approval is obtained for maintenance work. You can view the permits assigned to the task list either directly or indirectly from the reference object. You can delete existing assignments and create new ones. By selecting the Propose Permit checkbox, you can have a permit automatically assigned to any maintenance order that references the task list. You can only approve permits in the order.

Note Note

You can create, change, and display permits only in the back-end system transaction (IPMD) .

End of the note.
Safety Measures

In addition to the objects required for the actual execution of the operation in a task list, it is also possible to add certain standard object types as safety measures, for example, materials and PRTs. If an object is a safety measure, its Safety Relevance/Action field contains a value and it is included in the safety plan.

Safety Plan

The safety plan in a task list allows you to ensure that all the safety measures required to mitigate risks associated with the task list are assigned. The system applies all the safety information from the task list's safety plan in the safety plan of any maintenance order that references the task list.

For more information about the general layout and features of the safety plan, see Safety Plan. However, note the following differences between the task list safety plan and the order safety plan:

It is not possible to add the following object types as safety measures in a task list:

  • Task list

  • Safety notes

  • WCM requirement

Additional Functions

The following additional functions are available from the corresponding menu:

  • Add the task list to your list of favorites

  • Select and deselect a task list for deletion

  • Attach a new document

    This function allows you to upload a document that does not yet exist in your document management system. Once you have selected and uploaded a document in the document upload application, the system creates a new document info record and includes the document on the Documents tab of the task list. You must save the task list to complete the attachment.

More Information

Task Lists (CS-AG/PM-PRM-TL)