Selecting a General Task List 

  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:
    1. If you have specified an assembly for the order and want to select from the general maintenance task lists assigned to that assembly, choose Extras ® Task list selection ® General task lists for assembly.
    2. 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 Extras ® Task list selection ® General task lists for object structure.
    3. If you want to select from all the general maintenance task lists currently available in the system, choose Extras ® Task list selection ® General task lists (general).

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.

  1. Decide whether or not the operations already entered are to be deleted.
  2. In case a) you see a list of all the general task lists for the assembly.

    In case b) you see a list of all the general task lists for the object structure.

    In case c) you see a selection screen to be completed. Make your selection. You then see a list of all the general task lists that satisfy your selection criteria.

  3. Select the required general task list.

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.

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

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

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