TASKLIST

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Create General Task List – IA05
Definition:-
Maintenance task lists are used to describe a sequence
of maintenance events that must be performed.
Task lists are used to standardize these recurring work
sequences and to plan them more effectively.
General task lists are not specific to an individual
technical object but can be used across any technical
object.
If the same type of equipment exists, instead of
creating multiple equipment task lists a single general
task list can be created.
Prerequisite:-
Work center must be available in the system and
authorization to create task list.
Menu Path:-
Logistics  Plant Maintenance  Preventive
Maintenance  Maintenance Task Lists  Task Lists
 General maintenance Task lists  IA05 - Create
Double click IA05
Maintain the following fields
Group
Profile
Click
Maintain the entries as shown below
 Group counter
 Usage
 Main Work center responsible
Click
Maintain the entries as shown below




Work center which is going to perform the task
Control key – PM01
Description of work
Amount of hours required to perform the task
It is possible to enter additional long text to an
operation. Follow the below steps to maintain long text
for an operation.
Select the operation 0010
Click
Click
Select operations 0010
Click
Click
to assign components
to assign Production Resource Tools
Click
Follow the menu path from top of the screen
Click the appropriate PRT type (material or Equipment)
to assign PRT
Click
Click
Select the operation 0010
Click
at the bottom of operation screen
Maintain as shown below
This indicate that operation 20 has to begin after
operation 0010 is finished.
Relation between 10 and 20 is FS – Finish Start
Similarly maintain for all other operation
Click
Note:- If an operation is defined as an external
operation, the relevant service pack can be assigned to
it by clicking
at the bottom.
It is also required to assign cost element information
for external processed operations.
Click
Change General Task List – IA06
Definition:-
Maintenance task lists are used to describe a sequence
of maintenance events that must be performed.
Task lists are used to standardize these recurring work
sequences and to plan them more effectively.
General task lists are not specific to an individual
technical object but can be used across any technical
object.
General task lists can be updated and changed as
required. Changes to a general task lists can be
 task list header detail
 description
 maintenance package allocations
 operation activities
 Component quantity and allocation.
Prerequisite:-
General Task list must exist.
Menu Path:-
Logistics  Plant Maintenance  Preventive
Maintenance  Maintenance Task Lists  Task Lists
 General Maintenance Task List  IA06 - Change
Double click IA06
Maintain the following fields
Group number
Profile
Click
Change the description
Click
Change the operation time from 30 min to 20 min
Click the required tab screen and make changes as we
discussed during create task list.
Note: - If it is required to assign the maintenance
package, first maintenance strategy must be assigned
at header of the task list.
Click
Create Functional Location Task List – IA11
Definition:-
PM hierarchy work center is generally created after the
establishment of a new plant.
A maintenance task list is used to describe a sequence
of events that must be performed repeatedly for
various maintenance jobs.
Task lists are used to standardize these recurring work
sequences and to plan them more effectively. The
Functional Location task list is created for that specific
functional location only.
Prerequisite:-
Work center must be available in the system and
authorization to create task list.
Menu Path:-
Logistics  Plant Maintenance  Preventive
Maintenance  Maintenance Task Lists  Task Lists
 For Functional Locations  IA11 - Create
Double click IA11
Maintain the following fields
Functional Location
Profile
Click
Maintain the entries as shown below




Group counter
Usage
Main Work center responsible
Maintenance Strategy
Click
Maintain the entries as shown below




Work center which is going to perform the task
Control key – PM01
Description of work
Amount of hours required to perform the task
It is possible to enter additional long text to an
operation. Follow the below steps to maintain long text
for an operation.
Select the operation 0010
Click
Click
Select operations 0010
Click
Click
to display BOM and assign materials
Select the components
Click
Click
Select operation 0010
Click
to assign Production Resource Tools
Click
Follow the menu path from top of the screen
Click
to assign equipment as PRT
Enter the PRT number
Click
Click
Note:- If required relation can be maintained if there
are more than one operation. As explained below.
Select the operation 0010
Click
at the bottom of operation screen
Maintain as shown below
This indicate that operation 20 has to begin after
operation 0010 is finished.
Relation between 10 and 20 is FS – Finish Start
Similarly maintain for all other operation
Click
Note:- If an operation is defined as an external
operation, the relevant service pack can be assigned to
it by clicking
at the bottom.
It is also required to assign cost element information
for external processed operations.
Click
Click
Click
Select the right package
Click
Click
Click
Change Functional Location Task List – IA12
Definition:-
A maintenance task list is used to describe a sequence
of events that must be performed repeatedly for
various maintenance jobs.
Task lists are used to standardize these recurring work
sequences and to plan them more effectively. The
equipment task list is created for that specific
equipment only.
Equipment task lists can be updated as required.
Changes to equipment task lists can be
 header detail,
 description,
 maintenance package allocations,
 operation activities and
 Component quantity and allocation.
Let us try to allocate maintenance strategy to the task
list created for Functional location.
Prerequisite:-
Functional location Task list must exist.
Menu Path:-
Logistics  Plant Maintenance  Preventive
Maintenance  Maintenance Task Lists  Task Lists
 For Functional Location  IA12 - Change
Double click IA12
Maintain the following fields
Functional Location
Click
Maintain maintenance strategy
Click
Select the operation
Click
Click
Click
Select two packages
Click
to change the package.
Note: - Any number of packages can be assigned to a
task list. If it is to be counter based, assign the
respective counter based package also.
Click
Click the required tab screen and make changes as we
discussed during create task list.
Click
Create Equipment Task List – IA01
Definition:-
PM hierarchy work center is generally created after the
establishment of a new plant.
A maintenance task list is used to describe a sequence
of events that must be performed repeatedly for
various maintenance jobs.
Task lists are used to standardize these recurring work
sequences and to plan them more effectively. The
equipment task list is created for that specific
equipment only.
Prerequisite:-
Work center must be available in the system and
authorization to create task list.
Menu Path:-
Logistics  Plant Maintenance  Preventive
Maintenance  Maintenance Task Lists  Task Lists
 For Equipment  IA01 - Create
Double click IA01
Maintain the following fields
Equipment
Profile
Click
Maintain the entries as shown below




Group counter
Usage
Main Work center responsible
Maintenance Strategy
Click
Maintain the entries as shown below




Work center which is going to perform the task
Control key – PM01
Description of work
Amount of hours required to perform the task
It is possible to enter additional long text to an
operation. Follow the below steps to maintain long text
for an operation.
Select the operation 0010
Click
Click
Select operations 0030
Click
Click
to display BOM and assign materials
Select the components
Click
Click
Select operation 0010
Click
to assign Production Resource Tools
Click
Follow the menu path from top of the screen
Click
to assign equipment as PRT
Enter the equipment number
Click
Click
Select the operation 0010
Click
at the bottom of operation screen
Maintain as shown below
This indicate that operation 20 has to begin after
operation 0010 is finished.
Relation between 10 and 20 is FS – Finish Start
Similarly maintain for all other operation
Click
Note:- If an operation is defined as an external
operation, the relevant service pack can be assigned to
it by clicking
at the bottom.
It is also required to assign cost element information
for external processed operations.
Click
Change Equipment Task List – IA02
Definition:-
A maintenance task list is used to describe a sequence
of events that must be performed repeatedly for
various maintenance jobs.
Task lists are used to standardize these recurring work
sequences and to plan them more effectively. The
equipment task list is created for that specific
equipment only.
Equipment task lists can be updated as required.
Changes to equipment task lists can be
 header detail,
 description,
 maintenance package allocations,
 operation activities and
 Component quantity and allocation.
Let us try to allocate maintenance strategy to the task
list created for equipment IN600002
Prerequisite:-
Equipment Task list must exist.
Menu Path:-
Logistics  Plant Maintenance  Preventive
Maintenance  Maintenance Task Lists  Task Lists
 For Equipment  IA02 - Change
Double click IA02
Maintain the following fields
Equipment
Click
Maintain maintenance strategy
Click
Select the operation
Click
Click
Click
Choose from the list. E.g. first row
Click
Note: - Any number of package can be assigned to a
task list. If it is to be counter based, assign the
respective counter based package also.
Click
Click the required tab screen and make changes as we
discussed during create task list.
Click
Task List Costing – IA16
Definition:-
Maintenance task lists are used to describe a sequence
of maintenance events that must be performed.
Components are assigned to task list as per the
maintenance requirement. It is possible to trace the
entire task for a specific component.
It is possible to calculate the cost of performing a task
list without first creating a maintenance order. The
costs for the Task list on a key date are given in a
report form, which allows the user to view a break
down of the costs within the task list.
Prerequisite:-
Task list must be available in the system.
Menu Path:-
Logistics  Plant Maintenance  Preventive
Maintenance  Maintenance Task Lists  Evaluations
 IA16 – Task List costing
Double click IA16
Maintain the following fields
Select required technical object radio button
Maintain the technical object number
Click
Click
Click
Cost details will be displayed
Click
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