Add Task List Based Operations

Add operations from the Task list in a work order. This helps technicians to do asset maintenance using the items in the task list as checklist.

This powerful feature helps the technician perform maintenance of Equipment, Functional Location, Assembly, or do any other General Maintenance effectively eliminating the scope for accidentally missing any important steps.
Task list helps you to
  • Add Operation based on Assembly, Equipment, Functional Location, or from general task list.
  • Add Sub operation.
  • Add Components associated with the operations from the task list automatically.
  • Access Production Resource Tools (PRT) documents and measuring points associated with the operations.
Note: You cannot create operations for task lists that have Deleted or Creation Phase status.

To add task list based operations:

  1. In the Home screen, tap My Work Orders.
  2. In the left section of the Work Orders screen, tap the Work Order.
  3. Tap the Operations tab.
  4. At the bottom of the screen, tap the Add icon and tap Task List.
  5. Tap the task list that you want to add based on Assembly, Equipment, Functional Location, or General Maintenance.
    Note:
    • Equipment and Functional Location based task lists are available only if Equipment and Functional Location are selected in the Header tab.
    • If the Assembly value is not selected in the Header tab, the task list for Assembly is retrieved based on the Construction Type value in the Equipment and Functional Location screen.
  6. From the pop-up screen, select the desired task list or the list of operations from the task list.
    Figure 1. Task List Based Operations

    Image of task list based operations

  7. Tap Save.
    Operation is listed in the Operations tab with a link to the associated Production Resource Tools. Add and view the PRT Documents and Measuring Points (Measuring Points tab) in the PRT Data screen.