Creating a Maintenance Task List Using a Reference 

Use

If you want to create a new maintenance task list (equipment task list, functional location task list or general maintenance task list), you can reduce the time required for data entry by using an existing maintenance task list as a reference. The system copies the data in the task list (for example, header data, operations) to the new maintenance task list. You can overwrite data if necessary.

You can use all types of task list to create an equipment task list, functional location task list or a general maintenance task list with a reference.

Procedure

  1. Use the menu bar sequence Logistics ® Plant maintenance ® Maintenance task lists.

    2. You are now on the Maintenance Task Lists menu.

  2. Use one of the following menu paths:
    3.

    Function

    Menu path

    Create equipment task list

    Task lists ® For equipment ® Create

    Change 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.

  3. To create an equipment or functional location task list, enter the equipment number or identification for the functional location and all further necessary data in the initial screen.

To create a general maintenance task list, the number you enter depends on the type of number assignment to be used for that particular task list:

Enter an alphanumerical key in the field Task list group.

Do not enter any data in the field Task list group. As soon as you have entered all the other data for the general task list and saved, the system will automatically assign a number.

Do not choose Continue here.
  1. Choose one of the following menu paths on the initial screen:
    2.

    Function

    Menu path

    Create an equipment task list using a reference

    Equipment task list ® Copy reference

    Create functional location task list using a reference

    Functional location task list ® Copy reference

    Create general maintenance task list using a reference

    General maintenance task list ® Copy reference

     

    The dialog box appears.

  2. Enter the type of task list you want to use as a reference in the dialog box. Select the maintenance task list type you want to use as a reference and choose Continue.
  3. Another dialog box appears. It contains fields for the selection of a maintenance task list that you want to use as a reference for the new task list.

    4. Enter the necessary data and choose Continue.

  4. Another dialog box appears. It contains a list of the task list groups corresponding to the selection you made.

It is possible that only one maintenance task list meets the selection criteria you defined.

No list is displayed in this case. The reference data is displayed in the Header General View of the new task list.

Select a maintenance task list from the list whose data you would like to copy to the task list you want to create.

In this case a list will not be displayed. Choose Continue to copy the data in the new task list.
  1. Change or add to the required data.

The system will not copy the following reference data to the new maintenance task list:

Pay attention to the special features of maintenance task lists for structured technical objects. For more information see Copying Data in Structured Technical Objects.
  1. Save the maintenance task list.

See also:

Entering Header Data