Creating Maintenance Task Lists 

Use

If you want to describe a sequence of individual maintenance activities that must be performed at continuous intervals, create a maintenance task list. The functions for creating data in equipment task lists, functional location task lists and general maintenance task lists are very similar and will therefore be dealt with jointly in this section.

If you want to create a maintenance task list in which, for example, you describe all possible operations for a particular object type and from which you would later like to configure the necessary operation, create a configurable general maintenance task list. For further information see Configurable General Maintenance Task Lists

Procedure

  1. Use the menu bar sequence Logistics ® Plant maintenance ® Maintenance task lists.
  2. You are now on the Maintenance Task Lists menu.

  3. Use one of the following menu paths:
  4. Function

    Menu path

    Create equipment task list

    Task lists ® For equipment ® Create

    Create functional location task list

    Task lists ® For functional location ® Create

    General maintenance task list

    Task lists ® General task lists ® Create

    The initial screen for creating general maintenance task lists is displayed.

  5. The data you enter in the initial screen (for example Creation of a Profile as an aid for capturing data) and the features of the Number Assignment are independent of the maintenance task list type you want to create.
  6. Enter the required data as described in the table:

    Function

    Data entry

    Screen

    Create equipment task list

    Enter the equipment number and if necessary the existing profile number and choose Continue.

    If an equipment task list already exists, the Task list overview screen is displayed.

    If no equipments task list exists, the General overview screen is displayed.

    Create functional location task list

    Enter the identification of the functional location and if necessary the existing profile number and choose Continue.

    If a functional location task list already exists, the Task list overview screen is displayed.

    If no functional location task list exists, the General overview screen is displayed.

    Create general maintenance task list

    Enter no data and choose Continue.

    or:

    Enter the existing group number and choose Continue.

    If a general maintenance task list exists, the Operations overview screen is displayed.

    If no general maintenance task list exists, the General overview screen is displayed.

    Enter the existing external alphanumerical group number and choose Continue.

    or:

    Enter the existing profile number and choose Continue.

    The General overview screen is displayed.

     

  7. Depending on the screen displayed, continue as described below:

To create a new maintenance task list from this screen, use the menu bar sequence Edit ® New entries.

You are now on the Header General View screen where you can process all the relevant data (see Entering Header Data).

To create a new maintenance task list from this screen, enter the task list header data (see Entering Header Data).

  1. Save the maintenance task list.