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 Selecting a General Task List

Procedure

To choose a general maintenance task list, proceed as follows:

  1. Call up the order in change mode.

  2. Select one of the following options from the header data screen or from the operation overview for the order:

    • If you have specified an assembly for the order and want to select from the general maintenance task lists assigned to that assembly, choose Start of the navigation path Extras Next navigation step Task list selection Next navigation step General task lists for assembly End of the navigation path.

      The system displays a list of all the general task lists for the assembly.

    • If the reference object for the order is included in an object structure (for example, a functional location structure or an equipment hierarchy) and you want to select from the general maintenance task lists assigned to this structure, choose Start of the navigation path Extras Next navigation step Task list selection Next navigation step General task lists for object structure End of the navigation path.

      The system displays a list of all the general task lists for the assembly.

    • If you want to select from all the general maintenance task lists currently available in the system, choose Start of the navigation path Extras Next navigation step Task list selection Next navigation step General task lists (general) End of the navigation path.

      A selection screen appears in which you can enter your selection criteria. The system creates a list of all the general maintenance task lists corresponding to your selection criteria.

  3. Select the required general task list.

    Note Note

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

    • If you use a selection of operations, additional steps, for example, selecting a work center, or entering an execution factor may be necessary.

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

    End of the note.

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

    For more information about configurable task lists, see Maintenance Task Lists.

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

    Note Note

    If you have selected a configurable general task list, the system only copies those operations that match the characteristic valuation entered.

    End of the note.

  6. Adapt the assigned general task list to the individual requirements of the order and save the order.