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 Selecting a Task List

Selecting a Task List Directly

  1. Call up the order in change mode .

  2. From the header data screen or the operation overview of the order, choose Start of the navigation path Extras Next navigation step Task list selection Direct entry End of the navigation path .

  3. A dialog box appears, in which you can select whether to include a task list for a piece of equipment or a functional location, or a general task list.

  4. Enter the task list group and the task list group counter for the task list.

  5. If the task list selected is a configurable general maintenance task list , you must enter the valuations for the characteristics, which the system displays depending on the configuration profile for this task list.

    If the reference object for the order belongs to the same class as the configurable general maintenance task list and characteristic valuations have been entered for the object, then the system also proposes these characteristic valuations here.

  6. Make all the necessary entries and choose Continue .

  7. Save the order or process the assigned task list according to the individual requirements of the order.

Selecting a Task List Relative to Object

  1. Call up the order in change mode .

  2. From the header data screen or the operation overview of the order, choose Start of the navigation path Extras Next navigation step Task list selection Next navigation step For reference object End of the navigation path .

  3. If individual operation data has already been entered for the order, or if operations for another task list have already been included, the system displays a dialog box.

  4. Decide whether or not the operations already entered are to be deleted.

  5. You see a list of all the task lists created in the system for the reference object of the order.

  6. Select the required task list.

  7. If task selection functions are used in your system, or you have selected task lists manually, additional steps, for example, entering an execution factor may be necessary. Refer to Selection of Operations .

    The system copies the task list into the order, and you return to the initial screen for the order.

  8. Save the order or process the assigned task list according to the individual requirements of the order.

See also:

Maintenance Task Lists

Assigning a Task List to a Notification

Worklist for Notifications