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 Automatic Determination of Tasks

Use

Based on the preset parameters Response Profile , Service Profile and, if necessary, Priority , you can use the automatic determination of tasks when entering the notification. The predefined parameters determine the times and the time interval within which your company should respond to a notification in a particular way.

Example: Automatic Determination of Tasks

Integration

The automatic determination of tasks is particularly important for service and maintenance contracts. Specifically, if an explicit agreement is made between the contract partners that certain responses should be made at certain intervals.

For more information on task determination in maintenance planning, see Automatic Task Determination for Notifications .

You can assign a response profile to the notification in two ways:

  • Using the notification type

  • Using a service contract

Prerequisites

Refer to the prerequisites under Task Determination and Notification Monitoring .

Features

For task determination, the system proceeds as follows:

If you enter a notification with a reference object, the system checks whether:

  • There is a service contract for the reference object

  • A service product with service profile is defined as a characteristic valuation

If this is the case, the service profile forms the basis for the task determination.

If no service profile and thereby no response profile is found using the contract, or if the reference object is not contained in a contract, the system uses the service profile, which is assigned to the notification type, as a basis.

Activities

From the notification, choose Start of the navigation path Edit Next navigation step Tasks Next navigation step Determine End of the navigation path or if you would like to simulate tasks, choose Start of the navigation path Edit Next navigation step Tasks Next navigation step Simulation (Determination) End of the navigation path .