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On the SAP Web UI for Plant Maintenance, you can create, change, and display general maintenance task lists as well as task lists for technical objects. This application provides the essential functions of the SAP GUI transactions IA01, IA02, IA03, IA05, IA06, IA07, IA11, IA12, and IA13. In addition, it enables you to access context-specific additional information in side panels, work with quickviews, personalize tables, and use extended search options provided by the SAP NetWeaver Enterprise Search. This search is integrated in the input help for selecting technical objects.

For more information, see:

Integration

  • The integration of an external risk management system facilitates the planning of safe maintenance work. It does this 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 by default. 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.

Prerequisites

  • You have activated the business function Simplified Management of EAM Functions 3 (LOG_EAM_SIMPLICITY_3).

  • If you want to create task lists either using another task list as a template or from within the maintenance order, or if you want to create and change relationships between operations, you must also activate the business function Simplified Management of EAM Functions 4 (LOG_EAM_SIMPLICITY_4).

  • 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. In Customizing for Plant Maintenance and Customer Service, choose   Master Data in Plant Maintenance and Customer Service   Basic Settings   Worker Safety  .

    • 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 which directories can be used for document uploads. This is necessary if the add-on software component PLMWUI is active. For more information, see SAP Note 1224097.

Features

Creating a Task List

When you create a general maintenance task list or a task list for a technical object, you can specify a validity date. This date can be today's date or a date in the past or future. You enter this date on the initial screen in the new field Key Date, which becomes the Valid From date in the General Data when you create a task list.

You can create task lists using a template (reference), which means that you are able to create a new task list by copying an existing one. In the screen area Create by Copying you can enter a task list that you want the system to use as a template for the new task list. Either choose a task list from the input help or enter a task list using the format task list type/task list group/group counter (for example, E/10/2). The system copies the general data and the operation data of the task list as default values to the new task list. You can specify whether you want to copy relationships, permits, linked documents, and task list descriptions to the new task list by selecting the respective checkboxes.

  • If you specify that you want to copy relationships to the new task list, the system copies all the relationships directly pertaining to the reference task list to the new task list. It does not copy relationships pertaining to other task lists.

  • If you specify that you want to copy permits to the new task list, the system copies the data entered on the Permits tab page to the new task list.

  • If you specify that you want the document assignments to be copied from the reference task list to the new task list, the system copies the document assignments at header level or operation level. However, document assignments can only be copied if you have specified in Customizing for Document Management that the object link to the task list header (PMPLKO) or to the task list operation (PMPLPO) is allowed for the relevant document type.

  • If you specify that you want the task list descriptions to be copied from the reference task list to the new task list, the system copies the language-independent description of the task list, the long text of the task list header, and the operation long texts.

Assigning and Creating Task Lists in the Maintenance Order

You can use task lists to plan some or all of the maintenance work in the order:

  • You can assign task lists to the order at header level and operation level. When you assign a task list, its operations are also copied to the order.

  • You can create task lists while in the order. The system copies operations and suboperations, long texts, assigned materials, and service packages from the order to the task list.

For more information, see Notifications and Task Lists in the Maintenance Order.

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 operations of the task list including scheduling information, planned materials, production resources/tools

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

    • You can assign technical objects and materials using a structure list. For more information, see Selection of Technical Objects from the Structure List.

    • For inspection rounds, you can enter technical objects and assemblies at operation level and assign measuring points as production resources/tools to the technical objects.

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

  • Supporting documents

Note Note

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

End of the note.
Relationships

Relationships describe how operations are linked to one another in the process and determine their sequence. On the Relationships tab page in the operation details, you can create the links between task list operations using a table. In addition, you can visualize and change relationships using a graphical editor.

For more information, see Relationships on the Web UI.

Document Assignments

When processing task lists and general maintenance task lists, you can display, create, and assign documents on the Documents tab page.

For more information, see Document Assignments in the Task List.

Inspection Rounds

For inspection rounds, you can assign technical objects and assemblies at operation level. In the operation details, you can enter measuring points as production resources/tools for the technical objects that you have assigned at operation level.

On the Operation Data tab page, you can assign a technical object and description as well as an assembly and description in the respective columns. In the operation details on the Production Resources/Tools tab, you can add measuring points as production resources/tools. You can find the new entry Measuring Point in the menu of the Add Production Resource/Tool pushbutton. On the popup Add Measuring Point, you can select one or more measuring points and add them to the list of production resources/tools.

Note Note

To be able to use these functions, you must also activate the business function Enterprise Asset Management Part 4 (LOG_EAM_CI_4).

End of the note.

For information about the inspection rounds process in the corresponding SAP GUI transactions, see Inspection Rounds.

Permits

You can assign permits to the task list to ensure that special permission has been given for the 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 and Safety Plans

In addition to the objects required for actually performing the operation in a task list, you can also add certain standard object types as safety measures, such as 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.

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 have been assigned. The system copies all the safety information from the task list's safety plan to the safety plans of all the orders that reference 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
  • Long texts

    You can create and edit long texts directly in the operation data. A new popup is available for entering the long text. You can have the first few lines of the long text displayed in a quickview.

  • Quickviews

    You can display quickviews with relevant information about technical objects, materials, and long texts without having to navigate to these objects. Quickviews appear as separate windows when you hover over an object and provide a preview of the object with the most important information. In the quickview for a piece of equipment, for example, the category, manufacturer, location, and status information are displayed as well as a link to the functional location where it is installed. The quickviews provide both information and links for directly navigating to objects and data.

  • 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.