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Task Lists

Business Process

Task List Management

Task List and Order

Configurable Task Lists

Customizing

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Business Process

Whichoperationshave to be

performed?

MaterialPRTTarget timeInspectioncharacteristic

10

20

30

40

50

60

Switch off

Dismantle

Clean

Reassemble

In your company, specific maintenance tasks are to be performed for all pumps at regular intervals. This work consists of a number of standard operations such as deactivation, safety check, disconnecting power supply of pump and so on.

Therefore, these operations are grouped together in one maintenance task list which can be used repeatedly for different maintenance orders.


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At the conclusion of this unit, you should beable to

Unit Objectives:

Create task lists

Assign material, PRTs and so on tooperations

Manage where-used lists

Perform mass changes

Analyze costs

Copy task lists into orders

Make the most important settings inCustomizing


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Topic Overview

Business Process


Task List and Order


Customizing


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Maintenance Task List Types

E Equipment task list

General maintenancetask listA

T Functional locationtask list

The PM System provides three types of maintenance task lists. They are distinguished by an indicator:

- Equipment task list (E)

- Functional location task list (T)

- General maintenance task list (A)

Each type can be used for routine and for planned maintenance.


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Maintenance Task Lists: Organization

Task list headerPump_Wtg.Group counter: 1

Operation 10Operation 20Operation 30

Plangruppe

Group counter = 1

Group counter = 2

Group counter = 3

PlangruppePump_Wtg.Pumps

Group counters

The maintenance task lists in the PM System are combined into task list groups. A task list group contains all maintenance task lists with the same or with similar maintenance job steps. The maintenance task lists within a task list group are identified by the group counter which numbers the task lists within a group sequentially.

The task list group is of particular importance for the general maintenance task lists because they are called up using the group number. The group number for general task lists can be assigned internally or externally. The group numbers for equipment and functional location task lists are only assigned internally.

The PM System handles all the maintenance task lists within a group as a unit. Therefore, you should subdivide your maintenance task lists into several small groups to facilitate processing. The data volume that the system has to process upon access to a task list group will thus be reduced and the system response times will be shorter.


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Maintenance Task Lists: Number Assignment

Internal numberassignment

Internal number assignment

Internal and externalnumber assignment

Task list group CounterPump_Wtg. 01

02

03

04

Task list group CounterPump_Wtg. 01

02

03

04

Pump_Wtg.Pump_Wtg.

200125Equipment

Task list group Counter395 01

02

03

04

Task list group Counter742 01

02

03

K1-M01Funct. loc.

Number assignment for equipment and functional location task lists

The numbers for equipment and functional location task lists are assigned internally. This means that the system assigns the number when you create the task list and informs you of the number under which the task list is saved. The first task list that you create for a particular piece of equipment or functional location is identified by a task list group number and a group counter. Further task lists for the same piece of equipment or functional location are identified by the task list group counter within the group.

Number assignment for general maintenance task lists

The numbers for general maintenance task lists can be assigned internally or externally.


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Maintenance Task Lists: Structure I

Task listheader


Plant

Work center

Planner group

Maintenancestrategy

QM data

The task list header contains the following assignments:

- Plant- Work center- Planner group- Maintenance strategy- QM data- Status- Condition of the technical system- Profile


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Maintenance Task Lists: Profile

Operation 05Operation 10Operation 15Operation 20

General maintenancetask list

TimeHHHH

ProfileProfile B B

ProfileProfile A A

IncrementUnitPurchasing org.Currency...

0005H

0001US $

It is quite often the case that particular fields contain the same value or data in different maintenance task lists. In order to reduce the time required to fill out these fields, you can create a profile. A profile contains standard information which is required in the same or in similar combinations during the processing of maintenance task lists.

When you create a task list, you can specify the key for the profile containing the required data in the initial screen. The data is automatically entered in the new maintenance task list. The profile data can be overwritten at any time.

Profiles are maintained in Customizing.


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Maintenance Task Lists: User Fields

05 Operation

Field key 1

Drive:Transmission:Rail gauge:Tract. power:Last check:

Gen. maint. task listPreventive maintenance:

Diesel locomotive

Hydropneum.Shaft1435 mm38 tons01.10.1993

Usage Pers.

Field keyField key 2: 2: MotorMotor

Text (20) Gear shiftText (10) Mount Quantity Power

Text (20) Gear shiftText (10) Mount Quantity Power

Field keyField key 1: 1: Diesel locomotiveDiesel locomotive

Text (20) Control typeText (10) Transmission Quantity Rail gauge Value Tractive power Date Last checkIndicator Usage Pers.

Text (20) Control typeText (10) Transmission Quantity Rail gauge Value Tractive power Date Last checkIndicator Usage Pers.

User fields constitute additional, user-specific data in the maintenance task list which are assigned at operation level.

User fields are maintained in Customizing.

User fields are:

10 or 20-character text fields

Quantity fields

Value fields

Date fields

Indicator fields

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Operation 10 Sub-operation 10 Sub-operation 20Operation 20Operation 30

Task list header

Control of OperationsInternal processing

Control key PM01

Content: Work center

Standard text key

Work required

Oper. duration

Wage data

Control key PM01

Content: Work center

Standard text key

Work required

Oper. duration

Wage data

External processing

Control key PM02

Content: Vendor

Purchasing grp

Net price

Purchasing org.

Info record

Control key PM02

Content: Vendor

Purchasing grp

Net price

Purchasing org.

Info record

The control key defines whether an operation is to be processed internally (own labor) or externally (external labor).

Control keys are maintained in Customizing.

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Maintenance Task Lists: ComponentAssignment

Operation 10Sub-operation 10Sub-operation 20Operation 20Operation 30

Task listheader

Using structure graphicsUsing structure graphics

Using structure list

Using structure list

Operation

Direct as material number

Direct as material number

You can assign material components to the operations in the maintenance task lists. On the one hand, you can retrieve these material components from the bill of material for the maintenance object (equipment, functional location or header assembly) which is assigned to the maintenance task list. In this case, the bill of material corresponds exactly to the content of the structure list.

On the other hand, you can freely assign materials, which are not listed in the bill of material for the maintenance object, to the maintenance task list directly. In this case, the assignment is made using the material number.

The material components assigned to the maintenance task list are copied into the maintenance order when the maintenance task list is exploded in the maintenance order.

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General Task Lists: Component Assignment

Material 1

Material 2

Assembly 2

Bill ofBill of materialmaterialAssemblyAssembly 1 1

Material 3

Material 4

BillBill ofof materialmaterialAssemblyAssembly 2 2

Operation 10

Operation 20

Operation 30

Gen. maint. task list

Assembly 1

Material components in the general maintenance task list are assigned by the assembly in the general task list header. In order to assign material components to a general task list, you must therefore enter an assembly in the general task list header first.

You can assign material components to a general maintenance task list from the assembly bill of material (assembly 1) or from the sub-assembly bill of material (assembly 2) or from the general list of materials.

Once material components have been assigned to the general maintenance task list from the assembly, the assembly in the general task list header can no longer be changed.

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Operation 10

Operation 20

Operation 30

FL/equipment tasklist

FL / Equipment Task Lists: ComponentAssignment

Material 1

Material 2

Assembly 1

BillBill of materialof materialFLFL//equipmentequipment 1 1

Material 3

Material 4

Material 5

BillBill of materialof materialAssembly 1 1

You can assign material components from the bill of material for the functional location/equipment or from the bill of material for the sub-assemblies to functional location/equipment task lists.

The material components you wish to assign to an equipment task list or functional location-task list do not have to be available in the bill of material when the assignment is made. You can also freely assign material.

The system does not automatically add the freely assigned material to the bill of material. The initial bill of material is kept in its original form so that you can call it up again at any time.

In order to enable the free assignment of materials for maintenance task lists, your system administrator has to specify a BOM usage for maintenance-relevant BOMs (for example usage 4 in the SAP standard system) within the Customizing for maintenance task lists.

As soon as material has been freely assigned, no more changes may be made to the assigned BOM usage. Failure to observe this requirement may result in existing free material assignments being lost.

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Relationships

OP 010OP 010 OP 020OP 020

OP 010OP 010 OP 020OP 020

OP 010OP 010 OP 020OP 020

OP 010OP 010 OP 020OP 020

FS relationship

SS relationship

FF relationship

SF relationship

The chronological order and time-based dependency of the individual operations is very important for efficient planning and implementation of comprehensive maintenance work. Therefore, it is important to set up the individual operations for a maintenance task list with one another based on time. This means being able to link or network them to one another. For this, network technology and relationships are available in the system.

A relationship describes the logical dependency between two operations in a maintenance task list. The relationship indicates whether an operation preceeds or follows another operation.

The type of relationship defines how the individual operations are linked with each other. There are four types of relationship:- FS relationship: The end of an operation is linked with the start of the following operation.- SS relationship: The start of an operation is linked with the start of the following operation.- FF relationship: The end of an operation is linked with the end of the following operation.- SF relationship: The start of an operation is linked with the end of the following operation.

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Work center 1 Pump_WTG 1



Mass Functions: Where-used List

------------

IH-Anleitungen---------

------------


------------


Task lists

?

Work center 1PRT

Usage work center 1:

It is often necessary to work out the usage of work centers or production resources and tools (PRTs) in different task lists in order to be able to plan capacities efficiently.

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------------


------------


------------


Task lists

Mass Functions: Changes

XXXXXXXX

PRT

Work center 1

Work center 2

Existing assignments of work centers and production resources and tools to task lists can be changed.

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Task list header

Maintenance Task List: Cost Analysis

Internal processing

Op. 10: Mechanics 3hrsOp. 20: Electricians 1hr

External processing

Op. 30: Contractors 1hr

Stock material

2 pc. material ABC

Non-stock material

2 pc. material XYZ

Costs

Internal processing: $ 500

External processing: $ 150

Stock material: $ 300

Non-stock material: $ 500

Total: $ 1450

You can only execute the cost analysis program for one task list type. This means that if you want, for example, to determine the costs for equipment and functional location task lists, you must run the program once for equipment task lists and once for functional location task lists.

You can either refer the cost analysis to complete maintenance task lists or single out individual operations (for example, all external processing operations).

The following are all entered into the cost analysis:- All material costs- All costs for external processing- All costs for internal processing

In the cost analysis, you can request a log which checks all the master data relevant to the calculation for completeness and consistency. The system checks, for example, whether all the activity types and valuation segments for the assigned materials are maintained. In the case of errors or inaccuracies, there are the relevant system messages in the cost analysis log.

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Topic Overview

Business Process


Task List and Order


Customizing

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Task List Transfer

Change possibleOperation selection

Order 902059 PM01

Operation 10Operation 20Operation 30Operation 40Operation 50Operation 60Operation 70

Task list

Work center: Mechanics

Task list factor1

Fct

1

1

Operation 10

Operation 20X

X

To make creating orders for preventive maintenance much easier, existing task lists can be integrated directly into the order.

As from Release 4.0, you will be able to change the work center.

You can also determine how often an operation is to be executed:

- For all operations using the task list factor

- For individual operations using the factor (fct) in the operation

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Order 902059 PM01

Selection Procedure for Task Lists I

Pump_Wtg

7

Direct entry

Pump_Wtg 7

Operation 10Operation 20Operation 30Operation 40Operation 50Operation 60Operation 70

Task lists can be selected in different ways within an order. If the task list group and task list group counter are known, the task list can be selected by direct entry (as from 4.0A).

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Selection Procedure for Task Lists II

Order 902059 PM01

Pump_WTG 1

Pump_WTG 2

Pump_WTG 4

Pump_WTG 3

List

For the assembly

For the object structure

Selection

Selection of general task lists:

Further selection procedures for task lists:

- General task lists

- For the object structure

- For the assembly

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Selectionobject-related

Selection Procedure for Task Lists III

Order 902059 PM01

Construction type

P-1000Pump_Wtg7


Pump_Wtg7


Pump_Wtg 7Assembly:P-1000


Equipment /Functional location

The object-related selection procedure enables task lists to be selected based on the reference object.

If the specified reference object is a piece of equipment with construction type, all equipment task lists and functional location task lists for the piece of equipment concerned will be supplied as well as all general task lists with an assembly in the task list header that corresponds to the construction type for the equipment.

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------------


------------


------------

---------

------------

Task lists--------- Pump_WTG 8

Pump_WTG 23

Pump_Inst 4

Pump_WTG 6

Included Task Lists - Overview

Order 902059 PM01

0010 Operation0020 Operation0030 Operation0040 Operation

If operations from several different task lists are used in an order, the list of all task lists used can be displayed (as from 4.0A).

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Topic Overview

Business Process


Task List and Order


Customizing

Configurable work lists are available in release 4.0A.

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Order 902059

Variant 1

What are Configurable Task Lists?

Variant 1Variant 1

Variant 2

Variant 3

General task listPumps

Pump = Variant 1Pump = Variant 1



Operation 60Operation 70

Operation 50Operation 50 Operation 50Operation 50

Configurable task lists enable you to combine operations for objects which only differ to a small degree. Thus, you only need to create one single task list for different variants.

When a configurable task list is included in an order, the selection of operations is based on characteristics. Operations use object dependencies, in other words, a combination of characteristics and values. When a task list is selected, the characteristic value is requested.

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Task list grp: Pump_WtgTLGC: 5



General maintenance task list

Functions IClassification system

Variant configuration

Class: PumpsClass type: 300

Charac.: Pressure head

Object: Pump_Wtg 5

Class: Pumps

Class type: 300

Class

Profil

Object dependency

Configurable general maintenance task list



Pressure head = 30

Pressure head = 20

Pressure head = 10

The prerequisites for creating configurable task lists (general maintenance task lists) are:A

A class must be created for the relevant objects in the classification system. A configurable class must be assigned as the class type (class type 300 in the standard system).

The characteristics which play a role in the differentiation between objects are assigned to the class.

A configuration profile is created in the variant configuration. This profile links the general maintenance task list (task list group and task list group counter), the class and the class type.

An object dependency is assigned to the operations in the general maintenance task list which should be made configurable (example: pressure head = 20).

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Order 902059

Functions II

Task list grp: Pump_WtgTLGC: 5

General maintenance task list

Objectdependency



Pressure head ?

When the configurable general task list is included into an order, the characteristic value is requested.

The values available can be displayed using F4.

When a value is entered, the operations which have this value for this characteristic in their object dependency are selected from the task list.

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Topic Overview

Business Process


Task List and Order


Customizing

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Customizing

Profile

User Fields

Control Key

ProfileThe profile can be used to perform settings when creating task lists such as increment of the operations, calculation key, unit of measure for duration, unit of measure for work and so on.

User fieldsThe user fields can be used to define user-specific fields for texts, information regarding quantities, values, date, deadlines, indicator and so on. Selection is performed using a field key.

Control keyThe control key defines the following parameters for the operations in the task list:Scheduling, determining capacity requirements, general costs activity, costing, printing the time ticket,printing the completion confirmation, printing, completion confirmation, external processing, service, text (calling up the long text, long text available).

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Summary (1)

Task lists enable recurring work steps to besummarized.

Task lists can be related to a piece ofequipment or a functional location, or theycan be created as a general maintenance tasklist.

Material, production resources/tools,inspection characteristics, maintenancestrategies and relationships can be assignedto the operations in task lists.

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Summary (2)

Task lists can be included fully or in part inmaintenance orders.

Configurable task lists enable operations fordifferent variants of an object in a task list tobe summarized. The operations can beselected based on characteristics dependingon the variant.

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