Release V1.

PM MASTER DATA CREATION

( Task List )
Training & User Manual
TASK LISTS

Icons

Icon Meaning
Caution

Example

Note

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field
names, screen titles, pushbuttons as well as menu names, paths and
options.
Cross-references to other documentation.
Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names,
program names, transaction codes, table names, and individual key
words of a programming language, when surrounded by body text, for
example, SELECT and INCLUDE.
Example text Screen output. This includes file and directory names and their paths,
messages, source code, names of variables and parameters as well as
names of installation, upgrade and database tools.
EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the
ENTER key.

Example text Exact user entry. These are words or characters that you enter in the
system exactly as they appear in the documentation.
<Example text> Variable user entry. Pointed brackets indicate that you replace these
words and characters with appropriate entries.

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Abbreviations

R Required entry field

(used in the end-user procedures)
O Optional entry field
(used in the end-user procedures)
C Conditional field
(used in the end-user procedures)

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Contents

Task List…………………………..……………………………………5

1. Creating Task List (General/Equipment /Functional Location)..……………………………7

2. Display Task List (General/Equipment /Functional Location) ………………….…………13

3. Change Task List (General/Equipment /Functional Location)……………………….……14

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Task List
Definition
Maintenance task lists describe a sequence of individual maintenance activities which must be
performed repeatedly within a company.

There are three types of maintenance task lists that can be distinguished from one another using
indicators:

• Functional Location Task List

• Equipment Task List

• General Maintenance Task List

Maintenance task lists (PM task lists) are grouped into task list groups. A task list group includes all
maintenance task lists with similar maintenance flows (for example, oil changes for cars and trucks).
Task lists within a task list group are identified by a group counter.

Functional Location Task List

A functional location task list is assigned to a specific functional location. Using a functional location
task list, you can centrally define and manage maintenance tasks for your functional location.
Functional location task lists can also help you to prepare maintenance plans and maintenance
orders for functional locations.

Equipment Task List

Equipment task lists have a specific link to a piece of equipment. Using equipment task lists, you can
centrally define and manage maintenance tasks for your pieces of equipment. Equipment task lists
can also help you to prepare maintenance plans and orders.

General Task List

General maintenance task lists are task lists that are used for common maintenance tasks. They do
not refer to a specific technical object. Using general maintenance task lists, you can define and
manage sequences of maintenance tasks centrally, and use them for work scheduling.

Use
You can use all three task list types for ongoing and planned maintenance.

If you want to use the general maintenance task list for planned maintenance you must assign the
task list to a maintenance plan or one or more maintenance items. The operations described in the
general maintenance task list are performed for all technical objects that you have assigned to the
maintenance item

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Structure
You can group together all similar maintenance task lists for groups. The Task list group contains a
series of maintenance task lists that describe similar maintenance tasks, for example, oil changes for
cars and trucks.

You describe the maintenance tasks to be performed in the individual elements of the maintenance
task list. The most important elements are:

• Operations

• Sub-operations

• Material Components

• Maintenance Packages

• Production Resources/Tools

• Master Inspection caracteristics

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1. Creating Maintenance Task Lists

1. To create Maintenance Task Lists, access the transaction choosing one of the following
navigation options:

Menu path Logistics −> Plant maintenance −> Maintenance task lists.
Preventive Maintenance −> Work Scheduling −> Task Lists

Transaction code IA01/IA11/IA05

Function Menu path

Create equipment task list Task lists −> For equipment −> Create (IA01 )

Create functional location task list Task lists −> For functional location −> Create (IA11)

General maintenance task list Task lists −> General task lists −> Create (IA05)

2. Enter the following data in the Input screen to create General Task list:

Field name User action Comment

and values
Group TASKLIST Enter the General Task list name

Enter the required data as described in the table: Group your task list name in case if it is
external numbering.

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Function Data entry Screen

Create equipment task Enter the equipment number If an equipment task list already
list exists, the Task list overview
screen is displayed.

If no equipments task list exists,

the General overview screen is
displayed.

Create functional Enter the identification of the If a functional location task list
location task list functional location. already exists, the Task list
overview screen is displayed.

If no functional location task list

exists, the General overview
screen is displayed.

Create general Enter no data and choose If a general maintenance task list
maintenance task list Continue. exists, the Operations overview
screen is displayed.
or:
If no general maintenance task list
Enter the existing group number exists, the General overview
and choose Continue. screen is displayed.

3. Choose Enter

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4. Enter all the relevant fields in the screen

Field name User action Comment

and values
Group TASKLIST Enter the name for the task list group(External)

Group Counter General Description for Task list Group counter.

Description Maintenance
works
Planning Plant 2010 Enter the plant

Work Center 1000 Enter the work center from the dropdown list

Usage 4 Enter the usage – Plant maintenance Usage

Planner Group 100 Enter the Planner group

Status 4 Enter the Status from the list as Released

Maintenance Strategy D Enter the strategy to be followed by Task list

Inspection point 300 If you want to assign MICs to the task list for
equipment calibration

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5. Go to Operation Tab

If the Operation is to be carried internally use control key MO1, mention all the operations to
carryout the maintenance tasks with time and no of person required to carryout the work.

6. Select the Operation and go to Maintenance package.

Assign the relevant Cycle to each Operation. Based on this package assignment to an operation
of a task list, system decides to choose the operation inclusion/exclusion for strategy based
maintenance plan. (You can select relevant cycles to each operation)

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7. Operation with external assignment.

If you want to carryout maintenance tasks externally use control key M03 for the Operations.

And populate relevant external parameters.

Choose enter and the screen to populate the services will open. Enter the service and details related
to service.

Choose back.
Note: When the call object (Maintenance Order) is called from maintenance plan containing the task
list with external Operation an account assigned PR will be created.

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8. Incase if you want to attach operations for calibration purposes (master Inspection
Characteristics)
You need to mention

You can mention another Operation in the Operation tab. Select the Operation and go to the icon

Populate the MIC from the master data of the MIC. Attaching MIC in Task List and assigning it to a
call object (MO) will lead you to create Inspection lot in the maintenance Order.
Assignment of PRT to the Operation where you can compare the standard values with the reading
value of the equipment to be calibrated.
You can assign PRT to the Operation which contains MIC to perform calibration...

Select the Operation and choose , select for equipment as your PRT.
Populate the relevant information in the popup screen. Control key 1 which says it is for all
functions.

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9. Choose SAVE or (Ctrl+S).

At the bottom of the screen, the system outputs the message: General Task List TASKLIST is
saved.

Master data for General Task List TASKLIST is Created

Message no. CI317

2. Display General Task List.

1 To Display general task list access the transaction choosing one of the following navigation
options:

Menu path Logistics −> Plant maintenance −> Maintenance task lists.
Transaction code IA07/IA13/IA03

2. Enter the following data:

Field name User action and Comment

values
Group (general Task TASKLIST Enter the General Task list Group Displayed
List )

3. Choose Enter

Created task list group will be displayed.

4. Choose to exist.

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3. Change General Task List.

1. To Change general task list access the transaction choosing one of the following navigation
options:

Menu path Logistics −> Plant maintenance −> Maintenance task lists.
Transaction code IA06/IA12/IA02

2. Enter the following data:

Field name User action and Comment

values
Group (General Task TASKLIST Enter the General Task list Group Changed
List )

3. Choose Enter.

4. Change the required fields in the data screen.

5. Choose Save (Ctrl + S).

At the bottom of the screen, the system outputs the message: Maintenance Task list is
saved.

Master data for General Task List is saved

Message no. CI317

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