01-05-01 salsa train ia05 create task list

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  • 8/19/2019 01-05-01 SALSA TRAIN IA05 Create Task List

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    Tool Procedure

    GENERALTASK LISTS - MAINTENANCE

    Domain PM

    Process Pre!enti!e Maintenance

    Person in c"ar#e Ida-Marie KASTR$D % &!es-'li!ier N($E-)E&EME

    Aut"or

    *ALIDATI'NRESP'NSI)LE

    R'LE DATE SIGNAT$RE

    *ersion Document N+ Status No, o Pa#es

    V0 : Creation

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    Summar.

    /, CREATE A TASK LIST,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,0

    /,/ '12ecti!e and task descri3tion,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,0

    /,4 Prere5uisite,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,0

    /,0 Glossar.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,0

    /,6 Detailed ste3 1. ste3,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,71.4.1 Transaction............................................................................................................................51.4.2 Data to be filled in : Header data and internal oerations.....................................................61.4.3 Data to be filled in : !"ternal oerations.............................................................................121.4.4 Data to be filled in : #aintenance ac$age o%er%ie&..........................................................13

    4, )$SINESS REC'MMENDATI'NS,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,/7

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    /, Create a task list

    /,/ '12ecti!e and task descri3tion

     ' tas$ list (ro)ting* is )sed to standardi+e reetiti%e oerations (,ainl- in re%enti%e cases* and to,a$e ,ore efficient te lanning of oerations and te creation of P# orders.Te oerations &ic &ill be ta$en into acco)nt in a tas$ list are : reetiti%e ,aintenance/reairing tas$s

    reetiti%e or stat)tor- insections forecasting of ser%ices re)ire,ents fro, a secialised s)lier  forecasting of s)ort ser%ices re)ire,ents (i.e. scaffolding ins)lation cleaning*

     ' co)nter is re)ired d)ring te creation ste (ro) co)nter &itin a Tas$ list gro)*.Te creation of te tas$ list is erfor,ed in a lanning ,aintenance lant and %ario)s crafts (internal*are able to sare te tas$ list.

    en -o) )se te tas$ list in case of re%enti%e ,aintenance a strateg- is related to it and tas$ listoerations are lin$ed to a ,aintenance ac$age of te strateg-. Tis &a- -o) are able to createeasier ,aintenance lanning for generating te P# orders. Tese incl)de a art of te tas$ listaccording to te ,aintenance ac$age re)ired.

    /,4 Prere5uisite

    Te &or$ centre e"ists in te corresonding lant.

    /,0 Glossar.Task List Grou3   ' gro) of related tas$ lists (generall- relating to te sa,e iece of e)i,ent*

    Task list : (ro)ting* it describes a se)ence of single tas$s incl)ding te fre)enc- of so,e ,ainl- inre%enti%e cases. Te- al- to :

    reetiti%e ,aintenance/reairing tas$s reetiti%e or stat)tor- insections forecasting of ser%ices re)ire,ents fro, a secialised s)lier  forecasting of s)ort ser%ices re)ire,ents (i.e. scaffolding ins)lation cleaning*Te ,aintenance tas$ list contains te sa,e data in eac oeration as tose fro, P# order oerations.

    Task List Grou3 Counter   Te se)ential n),ber gi%en to eac indi%id)al tas$ list in te gro).(e.g. H90011 ro) H001 o)nter 1 &ic relates to te first tas$ list in te gro)H001*

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     Te ite,s ,entioned belo& are onl- )sed in te case of ,aintenance tas$ lists dedicated toPre%enti%e #aintenance.

    Maintenance strate#.: te ,aintenance strateg- defines te sced)ling r)les for &or$ orderscreation &itin a ,aintenance lan or a tas$ list: )nit calendar call ori+on. ;t contains se)encescalled o)r t-es of strategies are )sed: Ti,e based s,all eriod Ti,e based large eriod ;nsection strategies o)nter (acti%it- based ,anaged er o)rs*

    Maintenance Packa#e 8or 9C.cle9::: ac$ages associated to ,aintenance lan strategies and tas$lists define fre)enc- of lan calls and teir ierarcical le%el.

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    /,6 Detailed ste3 1. ste3

    /,6,/ Transaction

    Pat" :Lo#istics Plant Maintenance Pre!enti!e Maintenance Maintenance Task Lists TaskLists General Maintenance Task Lists IA;7 < Create

    Transaction code :IA05 

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    /,6,4 Data to 1e illed in =eader data and internal o3erations

    o,lete/re%ie& te follo&ing field :

    >ield Mandat, Descri3tion

    ro) ? ro) code for te tas$ list?e)ested for,at :8 ositions : CPPPP??? incl)ding : C : 1 caracter for co)ntr- PPPP : 4 caracters for te s)bclass ??? : 3 caracters for a se)ential n),ber 

    @r enter an e"isting ro) code.

    Profile 'l&a-s A0000001B

    Te rofile disla-s b- defa)lt te )nit and te $e- for

    calc)lation in te tird screen (see*

     o to tas$ list eader 

     ;t is ossible to co- a tas$ list as a reference for creating a ne& one : to go to te &indo&

    secif-ing te obCect to be coied select General Maintenance Task List and confir, it enter tegro) code in Grou3 and te ro) co)nter n),ber in Grou3 Counter  and confir, it.

    ;f te tas$ list gro) alread- e"ists all e"isting tas$ list of te gro) are disla-ed. lic$ on

    to create a ne& one. ;t is reco,,ended to a%e onl- one tas$ list for a gro). 

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    o,lete/re%ie& te follo&ing fields :

    >ield Mandat, Descri3tion

    ro) co)nter(1st field*

    ? @rder n),ber (a)to,aticall- generated b- te s-ste, or,an)all- entered* of te tas$ list in te gro).

    ro) co)nter(2nd field*

    rief descrition of te t-e of ,aintenance.

    P;anning lant ? P;anning lant n),ber &ic is in carge of te e"ec)tion of,aintenance oerations.

    9sage 'l&a-s 4 (#aintenance*

    Etat)s ?   / (reated*

    4 (?eleased for rod)ction*

    0 (o longer %alid*

    #aintenance strateg-

     #aintenance strategies are onl- ,andator- forre%enti%e ,aintenance tas$ lists.

    !nter one of fo)r redefined strategies :

    T;#! 1 : Ti,ebased s,all eriod (&ee$l- ,anaged*

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    >ield Mandat, Descri3tion

    T;#! 2 : Ti,ebased long eriod (,ontl- ,anaged*

    ;EP : ;nsection strategies

    @9T : 'cti%it-based

     'sse,bl-

     >ill in an asse,bl- (,aterial t-e ;'9* in case of aser%ice (%ia a ser%ice ,aterial* or direct )rcasing as to belanned in te tas$ list. ;f asse,bl- is blan$ assign aco,onent &it ite, categor- AB &ill be not ossible (ie nocreation of )rcasing re)est tro)g te &or$ order creation*.

    lic$ on to confir, -o)r entries.

     o to oeration data

    >or eac oeration of te tas$ list (one oeration a line* co,lete te follo&ing fields :

    >ield Mandat, Descri3tion

    or$ ctr  ? Descrition of te &or$ centre in carge of te oeratione"ec)tion. Te defa)lt is te eader &or$ centre. ;t ,)st becanged to te &or$er &or$ centre.

    Plant ? #aintenance lant of te &or$ centre

     

    - defa)lt it is te ,aintenance lant fro, te &or$ centrein carge of te oeration e"ec)tion b)t it is not al&a-s te case.

    trl ?  ')to,aticall- defined according to te &or$ centre settings : ;T(internal oeration*.

    Descrition Descrition of te &or$ to erfor,.

    or$ @nl- for oeration erfor,ed b- internal labor esti,ated lengtof ti,e for te &or$ (,ano)r*.

    9n. ? 9nit of te &or$load : al&a-s =R (o)rs* it is a defa)lt %al)e.

    F ),ber of )nits re)ired for te &or$ onl- for internal acti%it-. ;t is)sed to esti,ate te &or$load in co,arison &it te &or$ centrecaacit-.

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    >ield Mandat, Descri3tion

    9. ? 9nit in &ic te nor,al d)ration of te acti%it- is e"ressed. 'l&a-s =R (o)rs* it is te %al)e b- defa)lt.

    alc ? / : alc)lation $e- for d)ration &or$ or n),ber of re)iredcaacities in te acti%it- (Duration field a)to,aticall- co,letedafter ressing Enter *

    ;f te oeration re)ires tat te installation s)ts do&n enter S

     To attac a long te"t to an oeration of te tas$ list select te oeration and go to te

    standard te"t entr- screen. 'fter a%e t-e te te"t go bac$ to oeration o%er%ie& and cec$ tic$

    bo" is (AGt"B col),n*.

    o) can also attac a Astandard te"tB (redefined te"t* : >ollo& te ,en) at ;nsertITe"tIEtandard.

    Eee belo& regarding te J !"and i,,ediatel- K tic$ bo".

    Etandard te"ts are na,ed

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    (;f -o) a%e tic$ed te

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    >ield Mandat, Descri3tion

     ;n case of ,aterial t-e DP"" or E!"" ite, categor- ,)stbe AB so tat te s-ste, creates a )rcase re)isition &ensa%ing te &or$ order. ;f not tat ,eans te ,aterial is not definedin te @# assigned to te tas$ list eader.

    O)antit- ? >ill in )antit-

    Auto, ;te, categor- : AGB for stoc$ ite, AB for nonstoc$ ite,

    lic$ on to confir, -o)r entries.

    ;f -o) are not creating a lanned re%enti%e tas$ list at tis stage

     Ea%e te ne& tas$ list.

     Te s-ste, disla-s te follo&ing ,essage : A;nstr)ction PPT?MMM sa%ed.

    ;f -o) are creating a lanned re%enti%e tas$ list go to cater 1.4.4.

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    /,6,0 Data to 1e illed in E@ternal o3erationsTe )se of e"ternal oerations is erfor,ed tro)g a ,aterial &it a secific ,aterial t-e (E!""*tat as to be lanned in te tas$ list co,onents list.

    Eelect te oeration for &ic a co,onent is needed :

    Ten clic$ on

    o,lete te follo&ing fields :

    >ield Mandat, Descri3tion

    #aterial ? #aterial n),ber 

     #aterial &it t-e E!"" for ser%ices.

     ;n case of ,aterial t-e DP"" or E!"" ite, categor- ,)stbe AB so tat te s-ste, creates a )rcase re)isition &ensa%ing te &or$ order. ;f not tat ,eans te ,aterial is not definedin te @# assigned to te tas$ list eader.

    O)antit- ? >ill in )antit-

     o,e bac$ to te oeration screen.

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    /,6,6 Data to 1e illed in Maintenance 3acka#e o!er!ie

    Prere)isite : ' ,aintenance strateg- is ,aintained in tas$ list eader.

    >ro, te o3erations list:

     o to te ,aintenance ac$age o%er%ie&.

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     >ro, te ,aintenance strateg- (eader data of te tas$ list* select te ,aintenance eriodsaccording to %ario)s le%els (&ee$ ,ont alf-ear Q 100 or 250* for eac oeration and define te,a"i,), eriod range (8 &ee$s 10 -ears 12 -ears 120 000*.

     eca)se of te ierarcical s-ste, of ,aintenance ac$age in te strateg- an oeration &it alonger fre)enc- eriod (,aintenance ac$age at an )er le%el* &ill delete an oeration &it asorter one (,aintenance ac$age at a lo&er le%el* &en bot a%e to be carried o)t at te sa,eti,e. ;f -o) &ant to reser%e te oerations &it te sorter fre)enc- eriod all te fre)enc-eriods a%e to be defined in te &ole strateg-.Ho&e%er E'GE' s)ggests tat -o) )se te lanning ,ode in &ic te ,aintenance oerations &itte longer fre)enc- eriods incl)de tose &it te sorter ones if se%eral oerations a%e to becarried o)t at te sa,e ti,e (i.e. : si" ,onts oeration incl)des te oerations to be done e%er-tree ,onts*. - tis &a- -o) donBt need to receit or enter t&ice te sa,e ser%ice and te internalacti%ities.

     >or eac oeration (one a line* select te re)ested ,aintenance eriods b- selecting tecol),ns.

     Ea%e te tas$ list and te ,aintenance ac$age.

     Te s-ste, disla-s te follo&ing ,essage : A;nstr)ction PPPPMMM sa%ed.

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    4, )usiness recommendations

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