Use this activity to enter jobs for preventive maintenance (PM) actions and work orders. Jobs and Templates are used to connect work task templates to PM actions and work orders, as well as to organize material, work list, resources and planning lines.
On the PM Action page, use the Jobs and Templates tab to enter and view information on the jobs and work task templates that are connected to the preventive maintenance (PM) action. If a task template identity is entered on the Jobs and Templates tab, all the planning information entered in the work task template is copied to the PM Action. Use the list Work Lists for Job, on the tab to view the work list lines that are connected to the jobs and to connect or disconnect the work list lines from the jobs. When a new work list line is added it will be connected to the job/ work task template by default.
Jobs and Templates tab on the Prepare Work Order page can be used to view and enter information on the jobs that are to be connected to the work order. If the work order is preventive maintenance (PM) generated, the job details and the connections to tasks (if any exist) are copied from the PM actions to this tab. If a Task Template ID is entered on the Jobs and Templates tab, the entire operation planning is copied from the Work Task Template to this tab.
If the work order is CRO generated different jobs can be pre defined depending on the selected service type(s) for the part. On the Part Service Definition and Pricing page, it is possible to connect repair code(s) to service type in order to predefine a work scope. If the Part No and Repair Code categories on the Work Task Template/Prepare tab match with the part on the CRO line and the repair code is connected to the service type, then job will be predefined on the Prepare Work Order/Jobs and Templates tab. All predefined job(s) are listed together with the service type which generated job(s) so that all transactions that occur due to the processing of the job(s) can be sorted and grouped to it’s service type. This is for follow up reasons on the CRO. On the CRO, it is necessary to follow up costs for each service type included in the work scope. It is however possible to use the list of values to change the service type connection for a job to any other service types defined as a part of the work scope on the CRO Repair/Service Type tab.
Employees should be defined in IFS/Basic Data for Maintenance.
As a result of this activity, a jobs and template line will be included in the PM action or work order.