Creating Config. Profile for Gen. Maint. Task List 

Prerequisites

You have created a general maintenance task list (see Creating Configurable General Maintenance Task Lists).

Procedure

  1. Use the menu bear sequence Logistics ® Plant maintenance ® Maintenance task lists and then one of the following menu paths:

A dialog box is displayed, in which you can select the required configurable object.

  1. Select General maintenance task list and choose Continue.

The intial screen for creating configuration profiles is displayed.

By choosing Extras ® Change confble.obj., you can change the object later if required.

  1. Enter the name of the general maintenance task list that you want to create a profile for and choose Continue.
  2. The Profile overview screen is displayed.

  3. Enter a profile name and a class type by which the object is to be classified, for each profile that you want to create.

The class type must be admissible for the variant configuration. You can perform this setting in the Customizing function for the class system.

  1. Assign one or more classes to each profile for the general maintenance task list. The class must be created for the class type that you have specified in the Overview screen. In this way, you determine which characteristics are proposed by the system when you assign the configurable general maintenance task list to a service or maintenance order.
  2. To do this, choose Goto ® Class allocations.

    The Assignment screen for classes is displayed.

  3. Enter the class that you want to assign to the object and return to the configuration profile.
  4. To determine the status of the profile, select Goto ® Profile detail.

When you create the profile, the status is set to In preparation. You can change the status to Released once you have assigned the object to a class.

  1. Return to the Profile overvew screen.
  2. Save the configuration profile.

For more information on variant configurations and the creation of configuration profiles, see the documentation LO - Variant Configuration Guide.

Result

You can assign the general maintenance task list to a maintenance or service order and then select suitable operations for it. The class(es) that you assign to the general maintenance task list using the configuration profile, control which characteristics the system proposes for the characteristic evaluation.

For more information on maintenance and service orders, see the documentation PM - Maintenance Orders and PM - Service Management.