Using task templates
Task template - Instructions
If a task template is selected in the Maintenance > Machine Task Templates or Maintenance > Tool Task Templates, the detailed view of the task template opens. Headlines, descriptions and instructions can be configured in the detailed view in the Instructions tab.
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The elements of type Headline, Description Field and Instruction Field may appear more than once. |
Instruction tab content and preventive task outcome:
| Element / Icon | Task Template Content | Preventive Task Outcome |
|---|---|---|
Headline |
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Description Field |
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Instruction Field |
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Task template - History
The history tab contains information related to specific state changes independent of the task template version.
| Element / Icon | Description |
|---|---|
Date |
Date and time of the event. |
User |
Changed by user. |
Event |
Name of the event. |
New State |
Target state of the task template change. |
Version |
Version number of the task template. |
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Show description of history entry. |
Configure instructions for a task template
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Files cannot be added until the task template has been saved. |
Prerequisite
Administrator role
Procedure
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Open the Maintenance > Machine Task Templates menu entry.
Or:
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Open the Maintenance > Tool Task Templates menu entry.
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Select a task template.
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In the detailed view, click on the Instructions tab.
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To add a headline:
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Click on
. -
Select Add Headline from the drop-down list.
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To add a description field:
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Click on
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Select Add Description Field from the drop-down list.
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Enter the Description Headline.
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To add an instruction field:
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Click on
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Select Add Instruction Field from the drop-down list.
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Enter the Instruction Headline.
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Select the Instruction Result options for appraising the preventive task.
None: Instruction result selection will not be shown.
Ok / Nok: Instruction result must be selected from defined options.
Ok / Skip: Instruction result must be selected from defined options.
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To add instruction description:
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Expand the instruction field with
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Click on the Description tab.
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Enter text into Instruction Description input field.
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To add files:
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Expand the instruction field with
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Click on the Files tab.
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Use
Add Attachments 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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To move a headline, description field or instruction field, use
to drag and drop the element. -
To change the text of a headline, description headline, instruction headline or instruction description:
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Click into related input field.
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Enter the text.
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To delete a headline, dscription field or instruction field:
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Click on
above the headline, description field or instruction field. -
Confirm with Delete.
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Save changes to the task template with Save.
The instructions for the task template are configured.
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To release or disable the task template, continue with Release or disable a task template.
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To edit the details of the task template, continue with Configure details of a machine task template.
Or:
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To create a schedule for a machine 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.
Release or disable a task template
Prerequisite
Administrator role
Procedure
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Open the Maintenance > Machine Task Templates menu entry.
Or:
Open the Maintenance > Tool Task Templates menu entry.
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To release a task template:
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Click on a task template having status Draft.
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Release the task template with Release.
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If enabled, enter Description for state change history in the dialog.
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To disable a task template :
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Click on a task template having status Released.
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Disable the task template with Disable.
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If enabled, enter Description for state change history in the dialog.
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The task template is released or disabled.
Copy a task template
Prerequisite
Administrator role
Procedure
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Open the Maintenance > Machine Task Templates menu entry.
Or:
Open the Maintenance > Tool Task Templates menu entry.
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Click on a task template.
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In the template details, scroll down to Available Versions.
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Click on
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In the context menu, click on
Copy To New Template. -
Enter details as required.
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Confirm with Create.
The selected task template version has been copied as a new task template.
Delete a task template
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Only templates having status Draft can be deleted. |
Prerequisite
Administrator role
Procedure
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Open the Maintenance > Machine Task Templates menu entry.
Or:
Open the Maintenance > Tool Task Templates menu entry.
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Click on a task template.
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In the template details, scroll down to Available Versions.
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Click on
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In the context menu, click on
Delete. -
Delete with Confirm.
The selected task template version has been deleted.
Export a task template
Prerequisite
Administrator role
Procedure
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Open the Maintenance > Machine Task Templates menu entry.
Or:
Open the Maintenance > Tool Task Templates menu entry.
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Click on
for a task template. -
Select the Task Template Version and the Resolving Group in the Export Task Template window.
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Click on Next.
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Enter the values for the custom labels.
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Confirm with Export.
The selected task template version has been exported into a PDF file.