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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