Configure Operation Template

Operations define the individual tasks within a Work Order. As an Admin or Supervisor, you can customize the Operation template using OOTB fields. Each Operations template is linked to its corresponding Work Order template for consistent task management.

To configure an operation template:

  1. Expand the RACE module and click Field Configurations.
  2. Click Create New on the top-right.
  3. In the Template Details screen:
    1. Select the Template Type as Operation.
    2. Enter Template Name.
    3. Add Description.
    4. Select Plant.
    5. Add Tags.
    6. Click Next.
    Figure 1. Operation Template


  4. In the Add Fields screen:
    1. Add Sections and Tasks (fields) and define response types (behavior) as shown in the table below.
      Field Behavior
      Operation Activity Auto-incremented activity number
      Description Free-text field
      Work Center Drop-down with search option
      Control Key Drop-down Defines execution type
      Plant Drop-down; Auto populate based on WO/Issue
      Planning Plant Drop-down with search option
      Activity Type Drop-down field
      No. of Resources Number field
      Work Total effort in person-hours; Number field
      Unit of Work Number Field
      Duration Duration in unit; Number field
      Start Date Date Field
      End Date Date Field
    Figure 2. Operation Template Fields


  5. Click Publish.