Define Tasks

Sample of the Define Tasks screen

Pgm: PRMTASKE – Task Definitions; standard Treeview path: Preventive Maintenance > Tasks > Define Tasks

Use this screen to define new tasks and to modify task definitions. Depending on the values specified in the Selection Criteria section, the user can define a task to be performed on a single piece of equipment, on all equipment in a class, or on all equipment.

Selection Criteria

Task Type, Class/Company, Equipment/Job/Dept

The Task Type field is set to “Equipment” by default but it may, in fact, also be used to specify General Ledger accounts or jobs. What is specified depends on the task type selection. From this drop-down list select one of “Equipment”, “General Ledger”, “Job Costing”, or “All”.

  • Select “Equipment” (the default) to create, edit, and display tasks having either a single piece of equipment or an entire equipment class as their target. The user may specify an equipment class and must specify something in the Equipment field. For the Class/Company field enter or select a specific equipment class, or leave this field blank to indicate that tasks defined at the equipment class level are not needed to be seen. Depending on what is selected for the class the options for equipment may be restricted to equipment in that class. Select either a specific equipment code or, to see tasks defined at the class level, the special code “ALL” for the Equipment/Job/Dept field.

  • Select “General Ledger” to create, edit, and display tasks that have costs going to the GL directly (e.g. overhead tasks). The user must specify a company code and either a specific department code or the special code “ALL” for the Equipment/Job/Dept field.

  • Select “Job Costing” to create, edit, and display tasks performed in support of jobs. The user must specify a company code and either a specific job code or the special code “ALL” for the Equipment/Job/Dept field.

  • If “ALL” is selected, no further entry is required. The Tasks section will show tasks having no target.

Tasks

For the equipment task type, define tasks for the class or equipment specified in the Selection Criteria section.

If a class is only specified in the Selection Criteria section (e.g. Equipment is “ALL”), only tasks defined for the class will be displayed here. If an equipment code is only specified, tasks defined for that specific piece of equipment will be displayed.

If both a class and equipment code are specified, both class and equipment tasks will be displayed, but the class tasks will have a gray background to distinguish them.

For the other task types the concept of class does not exist. Thus, there is no inheritance of tasks, and there are no gray rows.

If “ALL” is selected for the GL department or job, the tasks defined here will apply to all of departments or jobs.

Task Code

Enter a task code.

Task Title

Enter a descriptive title for the task.

Description

If a more detailed description needs to be added, enter information in the Description field on the bottom of the screen.

Active Task

By default this box is checked. If this task should be prevented from being scheduled (e.g. from being used to generate work items), uncheck the box.

Compon/Cost Code

The contents of this column depend on the task type. For equipment, enter or select an equipment cost category. For General Ledger, the department is copied from the Selection Criteria section and cannot be changed. For Job Costing, enter or select a valid phase for the specified job. In all cases, if equipment, department, or job is “ALL”, nothing can be entered in this field.

Team

(Optional) Enter/select a team to be responsible for this task.

Vendor

(Optional) If this task is being farmed out to an outside contractor, enter or select the vendor code for that contractor.

Class 1, Class 2, Class 3, Class 4

(Optional) These are the 4 user-definable classification fields. Their prompt and allowed values are defined as part of the setup using the Setup > Local Tables > Work Classifiers menu option.

Budget, Schedule Rules, Duplicate

The Class/Company field must be populated for these buttons to launch properly, and the Equipment/Job/Dept field needs to be set to a specific code instead of "ALL" for the Duplicate button to be enabled. For further details on these buttons, see [Budget] – Button, [Schedule Rules] – Button, and [Duplicate] – Button.

On the Block Toolbar, the user can click the Attachment and Notes buttons to insert attachments and notes for the selected task. These buttons are described in more detail in [Attachment] – Button and [Notes] – Button.