Corrective Task
When a corrective task is selected from machine or tool maintenance, the detailed view of the task opens.
The detail view of the task contains the tabs, the task details and the footer. The task details and footer do not change when the various tabs are accessed.
Reiter
The detailed view contains the following tabs:
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Corrective Task — Instructions Tab
Appraisal of the corrective task as well as descriptions of the problem and solution
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Corrective Task – Attachments Tab
Management of attached pictures, videos and documents relating to the corrective task
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Preventive Task — Spare Parts Tab
Order spare parts for the corrective task.
The spare parts tab is only available for devices.
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Corrective task — work history tab
Display of all work done on the corrective task
Task details
| Element | Description | ||
|---|---|---|---|
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Enable or disable notifications about changes to the status of the corrective task.
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Device/tool |
Name of the device or tool |
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Task |
Brief description of the corrective task |
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Description |
Description of the corrective task |
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Breakdown occurred? |
Indicates whether the fault caused the device to fail. Yes The fault did result in a downtime. No The fault did not result in a downtime. |
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Priority |
Prioritization of the corrective task: Low Medium High |
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Malfunction start |
Date and time when the malfunction started. |
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Malfunction end |
Date on which the malfunction was rectified or the corrective task was completed |
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Resolving Groups |
Resolving group assigned to the corrective task |
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Responsible |
User assigned to the corrective task Only users of the selected resolving group are displayed in the Responsible field. |
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Created on |
Date and time when the corrective task was created |
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Maintenance type |
Type of task: Corrective Maintenance Task that eliminates a defect, such as a fault or failure |
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Created by |
User who created the corrective task |
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Telephone Number of the Reporter |
Telephone number of the user who created the corrective task |
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Last update |
Date and time when the corrective task was last modified |
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Status |
Status of the corrective task New The corrective task has been newly created and has not yet been processed. Started The corrective task is being processed. Resolved The corrective task has been resolved and completed. |
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Related Tasks (X) |
List of all related corrective tasks The name, creator, status and date of the last update of the linked task are displayed. If a related corrective task is selected, the detailed view of the corrective task opens. |
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Footer
| Element/icon | Description |
|---|---|
Save |
Save the entered descriptions and changes to the corrective task. |
Cancel |
Cancel the entered descriptions and changes to the corrective task. |
Set In Progress/Resolve |
If the status of the corrective task is New , change the status of the corrective task to Started. If the status of the corrective task is Started , change the status of the corrective task to Resolved. |
Confirm Outstanding Reservations |
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Report Working Time |
Corrective Task — Instructions Tab
If a corrective task is selected in the Maintenance > Machine Maintenance or Maintenance > Tool Maintenance tab, the detailed view of the corrective task opens. The appraisal of the task and the solution to the task are displayed in the detailed view in the Instructions tab. The rows must be filled out from top to bottom.
The appraisal is broken down into the following areas:
analysis
What was the error?
Description of the error
What was the cause?
Description of the cause of the error
Solution
What was done?
Description of the solution to the error and work done to rectify the error
Any number of solution descriptions can be added.
A line will open when it is selected.
Each line contains the following elements:
| Element | Description | ||
|---|---|---|---|
Description |
Description in text form |
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Gallery/Files tabs |
Files (images, videos and documents) can be added to a work step. Gallery tab Display of attached images in the form of a gallery. The order of the images in the Files tab from top to bottom determines the order of the images in the gallery. Files tab Files (images, videos, and documents) that describe the error on which the error is mapped or that show the solution to the error. The files can be edited for all descriptions in the Attachments tab of the detailed task view. |
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Back/Next Step |
The Back and Next step buttons can be used to toggle between the rows. |
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Add additional solution description. |
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Deleting an action |
Delete solution description. |
Corrective Task – Attachments Tab
If a corrective task is selected in the Maintenance > Machine Maintenance or Maintenance > Tool Maintenance tab, the detail view of the corrective task opens. All attached files for the task are displayed in the detailed view in the Attachments tab. The attachments are divided into the individual rows of the task. The order of the images from top to bottom determines the order of the images in the gallery in the Instructions tab
| Element | Description |
|---|---|
Appendices (<nn>) |
Attachments relating to task details |
Error analysis (<nn>) |
Attachments relating to error description |
Cause analysis (<nn>) |
Attachments relating to the cause description |
Action (<nn>) |
Attachments relating to the solution descriptions Any number of solution descriptions can be added in the Instructions tab. From top to bottom, the solution descriptions are the same as in the Instructions tab. |
A line will open when it is selected.
Each line contains the following elements:
| Element | Description |
|---|---|
Gallery/Files tabs |
Files (images, videos and documents) can be added to a work step. Gallery tab Display of attached images in the form of a gallery. The order of the images in the Files tab from top to bottom determines the order of the images in the gallery. Files tab Files (images, videos, and documents) that describe the error on which the error is mapped or that show the solution to the error. |
Corrective Task — Spare Parts Tab
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The Spare Parts tab is only available for tasks of a device. |
If a corrective task is selected in the Maintenance > Machine Maintenance tab, the detailed view of the corrective task opens. All installed spare parts of the device are displayed in the detailed view in the Spare Parts tab. In the Spare Parts tab, the spare parts that are required to solve the corrective task can be reserved. The listed spare parts are loaded from the linked ERP system.
Spare parts list
| Element | Description |
|---|---|
Search for |
Material list Search for spare parts in the material list. All installed spare parts for the device are displayed in the material list. Warehouse Search for spare parts in the warehouse. All spare parts from the ERP system are displayed in the warehouse. |
Search Search Term |
Enter the name of the spare part in full or in part. |
Material ID |
Material ID from the ERP system |
Description |
Information about the spare part |
Manufacturer |
Manufacturer of the spare part |
Manufacturer Material ID |
Material ID from manufacturer |
Stock |
In Stock The spare part is available in the material list or in the warehouse. Not in Stock The spare part is not available in the material list or in the warehouse. |
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Add spare part to the Reservation List. |
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Expand or collapse details of the spare part |
Type code |
Code of the spare part from the ERP system |
Leading Material ID |
Material ID from the ERP system |
Subsequent Material ID
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Material ID from the ERP system that follows the spare part Copy the subsequent material ID to the clipboard. |
Old Material ID
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Old material ID from the ERP system if the material ID of the spare part has changed Copy the old material ID to the clipboard. |
Notes |
Note on the spare part from the ERP system |
Reservation list
| Element | Description |
|---|---|
Outstanding |
All spare parts added using |
Reserved |
The spare parts are reserved for the corrective or preventive task. |
Confirm Outstanding Reservations |
Order spare parts. |
Corrective task — work history tab
If a corrective task is selected in the Maintenance > Machine Maintenance or Maintenance > Tool Maintenance tab, the detailed view of the corrective task opens. All work on the task is displayed in the detailed view in the Work history tab.
| Element | Description |
|---|---|
Responsible |
User who did the work |
Resolving Group |
Resolving group of the user |
Time Posting |
Date on which the work was reported |
Working time |
Time needed for the work |
Description |
Description of the work done |
Create Corrective Task
The view for a corrective task of a device and that of a tool differs only in the search field.
Prerequisite
User or Administrator role
Procedure
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Call up the Maintenance > Machine maintenance menu.
Or:
Call up the Maintenance > Tool maintenance menu.
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Create creative task with
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Select Add corrective task from the drop-down list.
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Select the device using the Facilities field or scan the QR code.
Or:
Select the Tool Type and Tool or scan the QR code.
Example: Corrective tool task
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Enter name of the task.
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If the device has failed, activate the Failure Occurred? checkbox.
Breakdown occurred? is only displayed for devices.
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If notifications about status changes of the task are required, activate the Notify in Case of Changes
checkbox.If the status of a task changes, a notification is sent to the Notification Service module. The Notification Service module then processes the notification further.
Introduction to the Notification Service Module -
Enter the Description of the error or work.
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Select Resolving group and Priority.
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Select Malfunction Start.
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Enter the Telephone number for the responsible person.
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To add attachments:
Use image::ROOT:137704.png[Symbol_Plus] Add Attachments to upload a file.
Or:
Drag and drop the file into the appropriate field.
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Create a corrective task with Add.
The corrective task is displayed in the Maintenance > Tool Maintenance or Maintenance > Machine Maintenance menu.
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To edit the task details, continue with Configure Task Details for a Corrective Task.
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To appraise the corrective task, continue with Carry Out Appraisal of a Corrective Task.
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To add further attachments to the corrective task, continue with Configure Task Details for a Corrective Task.
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To add work done to a corrective task, continue with Add work done to a corrective or preventive task.
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To change the status of the corrective task, continue with Add work done to a corrective or preventive task.
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To create a linked corrective task for a corrective task, continue with Create linked corrective task for a corrective task.
Configure Task Details for a Corrective Task
The task details for a corrective task of a device and that of a tool differ only in the Device and Tool field.
Prerequisite
User or Administrator role
Procedure
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Call up the Maintenance > Machine maintenance menu.
Or:
Call up the Maintenance > Tool maintenance menu.
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Select corrective task.
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Use
to deactivate or 
to activate notifications about changes to the status of the task.If the status of a task changes, a notification is sent to the Notification Service module. The Notification Service module then processes the notification further.
Introduction to the Notification Service Module -
Enter name of the task.
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Enter the Description.
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If the device has failed, activate the Failure Occurred? checkbox.
Breakdown occurred? is only displayed for devices.
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Select Priority.
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Select Malfunction start and Malfunction end.
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Select Resolving group.
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Select the user in the Responsible field.
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Confirm details with Save.
The corrective task details are configured.
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To appraise the corrective task, continue with Carry Out Appraisal of a Corrective Task.
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To add further attachments to a corrective task, continue with Manage attachments for a corrective or preventive task.
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To add work done to a corrective task, continue with Add work done to a corrective or preventive task.
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To change the status of the corrective task, continue with Change the status of a corrective or preventive task.
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To create a task for a corrective task, continue with Create linked corrective task for a corrective task.
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To create a linked corrective task for a corrective task, continue with Create linked corrective task for a corrective task.
Carry Out Appraisal of a Corrective Task
The recorded error is described in detail in the Appraisal tab. It describes the error, what caused it and what was done to fix it. If the error cannot be resolved, the troubleshooting steps taken must be logged. The task must then be assigned to a user who can resolve the error.
Prerequisite
User or Administrator role
Procedure
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Call up the Maintenance > Machine maintenance menu.
Or:
Call up the Maintenance > Tool maintenance menu.
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Select corrective task.
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In the detail view, go to the Appraisal tab.
The Appraisal tab can only be filled out if the status of the task is set to Started.
Change the status of a corrective or preventive task
The Back and Next step buttons can be used to toggle between the descriptions.
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Evaluate task.
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Localize errors in situ on the device or tool.
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Eliminate error.
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Fill out Analysis :
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What was the error?
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What caused the error?
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Fill out Solution :
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What was done?
What troubleshooting actions have been taken?
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To add another solution description, select Add Action.
The
Add Action button is only displayed in the last solution description. -
To add files to a description:
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Select a row/description.
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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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Confirm details with Save.
The corrective task has been appraised.
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To add work done to a corrective task, continue with Add work done to a corrective or preventive task.
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If the task could not be resolved and the task is to be assigned to another user, continue with Assign a corrective or preventive task to a user.
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To add attachments to the corrective task, continue with Configure Task Details for a Corrective Task.
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To change the status of the corrective task, continue with Change the status of a corrective or preventive task.
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To create a task for the corrective task, continue with Create linked corrective task for a corrective task.
Create linked corrective task for a corrective task
Linked tasks can be created if additional work has been noticed while the corrective task is being processed. The additional work can be created in the form of linked tasks in the detailed view of the corrective task.
Prerequisite
User or Administrator role
Procedure
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Call up the Maintenance > Machine maintenance menu.
Or:
Call up the Maintenance > Tool maintenance menu.
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Select corrective task.
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In the detailed view of the Task details , select image::ROOT:137704.png[Symbol_Plus] Add task.
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Enter the name of the task.
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If notifications about changes to the status of the linked task are to be activated, activate the Notify in Case of Changes
checkbox. -
Enter the Description.
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Select Resolving group and Priority.
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Enter the Telephone number for the responsible person.
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To add files to the task:
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Use image::ROOT:137704.png[Symbol_Plus] Add Attachment to upload a file.
Or:
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Drag and drop the file into the Attachments field.
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Use Add task to create a task.
The linked corrective task is displayed in the corrective task in Task details under Linked tasks. The task is displayed in the Maintenance > Tool maintenance menu or Maintenance > Machine maintenance menu.
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To edit the task details for the linked corrective task, continue with Configure Task Details for a Corrective Task.
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To complete the linked corrective task, continue with Carry Out Appraisal of a Corrective Task.