Task templates for machines
When a task template is selected from the Machine task templates menu, the detailed view of the task template opens.
The detailed view of the task templates contains the Instructions and Area of application tabs, the template details and the footer.
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Older versions and the version with the Enabled status cannot be edited. |
Reiter
The detailed view contains the following tabs:
Descriptions of the work can be inserted in the tab. The work steps can be inserted in the form of checkboxes, input fields and headers.
Machine task templates — area of application tab
The devices and device types for which the task template is valid can be defined in the tab.
Task details
| Element | Description |
|---|---|
Name |
Brief description of the task template |
Description |
Description of the task template |
Resolving Group |
Resolving group assigned to the task template. |
Tags |
Task template tags Task template tags can be used to filter task templates. |
Estimated duration |
Indicates how long the task is expected to take to complete. |
Downtime required |
Specifies whether the device must be switched off for the preventive task. Yes The device must be turned off. No The device does not need to be turned off. |
Information about the Template |
Created on Date on which the task template was created Created by Person who created the task template Last update Date the task template was last modified |
Information about the template version |
Last update Date the version was last modified Changed by Person who created the version Status The colored circle indicates the release status of the version: Blue/ Draft The version is in draft form. Purple/ In Review The version is being reviewed. Red/ Rejected The version was rejected after the review. Green/ Enabled The version has been enabled and can be used. Gray/ Disabled The version is disabled and can no longer be used. Version Enabled version number of the task template. |
Available versions |
List of the versions of the task template If a version is selected, the detailed view of the version opens. Older versions and the version with the Enabled status cannot be edited. To edit the task template, a new version of the task template must be created. |
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Create a new version of the task template with Create new version. |
Footer
| Element/icon | Description |
|---|---|
Save |
Save entered descriptions and changes to the task template. |
Cancel |
Cancel entered descriptions and changes to the task template. |
Enable/Disable |
If the status of the task template is Draft , change the status of the task template to Release. If the status of the task template is Release , change the status of the task template to Disable. |
Machine task templates — instructions tab
If a task template is selected in the Maintenance > Machine task templates tab, the detailed view of the task template opens. The work steps of the task are defined in the detailed view in the Instructions tab. An instruction can consist of multiple headings, descriptions and instructions. A description can be inserted so that the user can enter the work performed in an input field. A statement can be inserted so that the user can confirm work performed.
The instruction can be filled with the following content:
| Element | Description |
|---|---|
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If The drop-down list contains the following entries: Add heading Add a heading for a work step. Add description field Add an input field for a work step. Add command field Add checkbox for a work step. |
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Move the heading, description field or instruction field. |
Header |
Header of a work step |
Description field |
A description field can be inserted so that the user can enter work performed in a text field. The text field cannot be filled out in the task template. In addition, the user can attach files, images or videos to the work performed. The text field can be filled out by the user during editing. |
Instruction field |
An instruction field can be inserted so that the user can confirm work performed with a checkbox. In addition, the user can attach files, images or videos to the work performed. The activity displayed next to the checkbox can be described in the text field. |
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Edit the header of the work step, description field or instruction field. |
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Delete the header, description field or instruction field. |
Mandatory field |
If the Mandatory Field controller is activated, the description field must be filled out or the checkbox must be activated when editing the task. |
Gallery/Files tabs |
Files (images, videos and documents) can be added to the Instruction field or Description field. Gallery tab Display of attached images in the form of a gallery. The images are displayed in the gallery in the order in which they are created in the Files tab from top to bottom. Files tab Files (images, videos and documents) describing the work on which the work is depicted or showing the solution to the work. The files can be edited for all descriptions in the Files tab. |
Create machine task template
Prerequisite
Administrator role
Procedure
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Open the Maintenance > Machine task templates menu.
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Create a task template with
.
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Select Preventive or Recommended for action
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Enter Name.
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Enter the Description.
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Select Resolving group.
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Select Tags from the drop-down list.
Or:
Enter Tags.
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Enter the Estimated duration of the work.
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If the device has to be brought to a standstill for the work, activate the Standstill Required controller.
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Create task template with Save.
The task is displayed in the Maintenance > Machine task templates menu.
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To edit the task template details, continue with Configure details of a machine task template.
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To add instructions to the task template, continue with Configure instructions for a machine task template.
Configure details of a machine task template
Prerequisite
User or Administrator role
Procedure
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Open the Maintenance > Machine task templates menu.
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Select a task template.
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Enter Name and Description.
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Select Resolving group.
Any number of tags can be assigned to a task template.
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Select Tags from the drop-down list.
Or:
Enter Tags.
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Enter the Estimated Duration of the work.
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If the device has to be brought to a standstill for the work, activate the Standstill Required controller.
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Confirm details with Save.
The task details of a task template are configured.
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To add instructions to the task template, continue with Configure instructions for a machine task template.
Configure instructions for a machine task template
Prerequisite
Administrator role
Procedure
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Open the Maintenance > Machine task templates menu.
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Select a task template.
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In the detailed view, call up the Instructions tab.
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To add a header:
Insert a header to structure the work steps. * Select
.
* Select Add Header from the drop-down list. -
To add a description field:
Insert a description field so that the user can enter work performed in a text field. * Select
.
* Select Add Description Field from the drop-down list. -
To add an instruction field:
Insert an instruction field so that the user can confirm work performed with a checkbox. * Select
.
* Select Add Instruction Field from the drop-down list.
* Expand the instruction field with 
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* Enter the description of the work step in the field.+ The description is displayed next to the checkbox.
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To move the heading of a description field or an instruction field, click and hold the mouse button over the field for two seconds, then move it.
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To change the text of a header, description field or instruction field:
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Select
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Enter a name and description.
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Save the name or description with
.
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Set the description field or instruction field as a mandatory field.
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Select the instruction field or description field.
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Activate the
Mandatory field slider.
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Confirm changes to the task template with Save.
Files cannot be added until the task template has been saved.
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Add files to a description field or instruction field:
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Select the instruction field or description field.
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Open the instruction field or description field with
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Call up the Files tab in the description.
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Use
Add attachment to upload a file.Or:
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Drag and drop the file into the field.
Images are displayed in the Gallery tab.
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Release the task template with Release.
The task template is configured and released. The task template can be selected as a template when creating a preventive task.
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To edit the details of the task template, continue with Configure details of a machine task template.
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To create a schedule for the task template, continue with Create or configure a schedule for a machine task template.
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To create a preventive task with the task template, continue with Create preventive task.
Create or configure a schedule for a machine task template
Prerequisite
User or Administrator role
Procedure
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Call up the Maintenance > Schedules menu.
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Create a schedule with
.Or:
Select a schedule.
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Enter the name of the schedule.
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Select the device using the Facilities field.
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Select a Task template for which the schedule is valid.
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Enter name of the task.
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Enter Description of the preventive task.
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Select Resolving group and Priority.
Duration and Required Downtime are displayed for information purposes and can only be edited in the task template.
Task templates for machines -
Select the execution type for the schedule in the Trigger drop-down list:
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Continuous : The preventive task is created continuously.
For example, the preventive task can be created every 3 days, regardless of the days of the week.
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Calendar : The preventive task is created continuously at a set time.
For example, the preventive task can be created every Monday.
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To select a time zone, click
and choose Time Zone from the drop-down list. -
Select All and Frequency.
The All and Frequency fields are used to set how often a preventive task is created. * Select the frequency of execution with the All field. * Select the unit from the Frequency drop-down list.
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Select Initial Due Date.
The due date specifies when the preventive task is to be created with the schedule for the first time.
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Select the Execution Period and Execution Period Unit.
The execution period specifies the period before the initial due date in which the preventive task can be started.
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Create a schedule with Save.
The schedule is displayed in the Maintenance > Schedules menu and the first preventive task is created. As soon as the preventive task is resolved, the next preventive task is created with the set schedule.