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Function documentationNotifications and Task Lists in Maintenance Orders

 

While creating and changing maintenance orders on the SAP Web UI for Plant Maintenance, you can create task lists and notifications, assign existing task lists and notifications to the orders, and open the assigned task lists and notifications. You can also specify how the system deals with notifications when the status of the order they are assigned to is changed.

Prerequisites

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

To be able to create task lists from within orders, determine the notification status depending on the order status, or assign notifications from within the notification list, you must also activate the business function Simplified Management of EAM Functions 4 (LOG_EAM_SIMPLICITY_4).

Features

Assigning and Creating Notifications in the Maintenance Order

In the General Data, you can assign just one notification to the maintenance order at header level. By choosing the Assign Notification pushbutton, you can either create a new notification or assign an existing notification to the order. The assigned notification can also be found in the object list of the order. By choosing Remove Notification, you can undo the assignment of the notification to the order.

If you want to assign additional notifications to the order, first create the notifications independently of the order. Then in the General Data of each notification, choose the option Assign Existing Order from the menu of the Assign Order pushbutton. Any notifications you create and assign in this manner can then be found in the object list of the order.

Note Note

You can also assign notifications to a maintenance order in the Notification List (POWL) by selecting one or more notifications in the list and choosing the Assign Order pushbutton. If you have not yet assigned a notification at header level, the first selected notification in the list is automatically assigned to the order at header level by the system. Any further notifications are listed in the order object list.

You can only change the assignment at header level by removing the assigned notification and then assigning a different notification to the order. If you want the notification that you removed from header level to still be assigned to the order in the object list, you have to reassign this notification to the order.

End of the note.
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 a task list in the General Data or in the Operation Data. When you assign a task list, its operations are also copied to the order. You can then decide on a popup whether the task list operations should be added to the list of existing order operations or if the task list operations should replace the order operations. You can then change any operations that have been copied to the order from the task list so that they meet the requirements of the order. The most recently assigned task list is displayed in the General Data.

You can create task lists directly from within the order on the Operation Data tab page. The system proposes using the header data of the order for the header data of the task list. You can change the proposed data in a popup. The system also copies operations and suboperations, long texts, assigned materials, and service packages to the task list. You can select specific operations that you want to be copied to the task list. You can also specify whether you want relationships and document links to be copied from the order to the task list. The system creates the new task list regardless of whether or not you have saved the order.

Note Note

Non-stock materials are never copied from the order to the task list.

You can use the Business Add-In BAdI: Changing Data when Creating Task List from Order (Web UI) (EAMS_TL_CREATE) to modify any of the data copied from the order to the task list.

If you create a task list from an order, the task list is independent of the order and is not automatically assigned to it. To assign this new task list to the order, you must choose the Assign Task List pushbutton.

End of the note.
Displaying Task Lists and Notifications in Orders

You can open task lists and notifications that are assigned to a maintenance order by choosing a link. Assigned notifications are displayed in the same application window.

There are also quickviews that appear when you hover over the task list or notification number. Quickviews provide the most essential information about the assigned task list or notification. You can configure each individual quickview to display certain information for the users.

Specifying the Notification Status Depending on the Order Status

If you have assigned notifications to a maintenance order, you can determine that the status of the notifications depends on the status of the order. When you change the system status of the order, a popup appears so you can decide what you want the system to do with the assigned notifications. In your user default settings for EAM (transaction eam_user) on the EAMS Web UI tab, you can make settings for each order status: You can either specify that the system should display a popup when the order status is changed so you can decide what the notification status should be, or you can specify that the system should always set a specific notification status in conjunction with a specific order status. If you define a specific notification status that the system automatically sets in conjunction with a specific order status (and the popup is therefore no longer displayed), the system only changes the notification status if this change is possible for all of the assigned notifications.

Example Example

When you technically complete a maintenance order, the order is considered finished in Plant Maintenance. You therefore want any assigned notifications to also be completed, without having to select this status in a popup every time. In your user default settings for EAM, you therefore choose the option Always Complete Notifications from the dropdown list for the order status Complete Technically. When the system status Complete Technically is set for an order, the system then automatically completes all the assigned notifications. However, if a deletion flag has been set manually for one of the notifications and a status change to Complete is therefore not possible for this notification, the other notifications are not completed either and they all retain their current status.

End of the example.

For more information, see Changing the System Status in the Order.