In this section you will learn how to customize permits for maintenance order processing.
You can use permits to define certain rules or conditions which are to be observed during the execution of maintenance tasks.
With the master record maintenance transactions, you can allocate the permits to the individual pieces of equipment and functional locations.
Furthermore, you can define permit categories. Every permit can be allocated to a permit category.
Consequently, the permit categories represent a possibility for grouping or classifying permits, and can be used for information and analysis purposes.
Business background
When allocating one or more permits to a PM object, you can define at which time the permits must be issued during order processing.
You have the following options:
For every permit, you can define whether
You define the permit 'Driver's license for industrial trucks' for a piece of equipment. The equipment is installed at a functional location to which the permit 'Special fire-resistance check' is assigned.
'Driver's license for industrial trucks' and 'Special fire-resistance check' are proposed as possible permits.
If you mark the 'Proposal' field when maintaining the permit in the object master record, the permit will be automatically assigned during order processing.
Furthermore, you can enter an object-specific and a permit-specific long text for every permit in the PM object master record and define whether the permit and the corresponding text should be printed with the shop papers.
In order processing, you can select via the function 'Assign permits' all permits which are defined for the PM object itself or for the objects above the object in the hierarchy.