Defining task plan information - HxGN EAM - 12.0.1 - Help - Hexagon

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HxGN EAM
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HxGN EAM Version
12.0.1

A task plan is a predefined set of work order activity details that may be referenced on an activity of a work order, PM schedule, or standard work order to minimize data entry and ensure consistent planning for jobs.

Define the cost of the task plans for each supplier on the Suppliers tab, and then define prices for common task plans on the Prices tab if you are using multi-organization security. Finally, associate qualifications with task plans to establish the minimum qualifications for an employee to perform task plans associated with work on the Qualifications tab.

To define task plan information:

  1. Select Work > WO Planning > Task Plans.

  2. Click New Record.

  3. Specify this information:

    Organization - Specify the organization to which the task plan belongs if you use multi-organization security.

    Task Plan - Specify a unique code identifying the task plan, and then enter a description of the task plan in the adjacent field.

    Class - Specify the class of the task plan. The classes shown belong to the TASK entity.

    Trade - Specify the trade with which to associate the task plan.

    Estimated Hours - Specify the number of hours estimated to complete the task plan.

    People Required - Specify the number of people required to complete the task plan.

    UOM - Specify the unit of measure for the task plan.

    Specify this information only if you use the Equipment Maintenance Reporting System (EMRS):

    Depending on your system configuration, the EMRS-related fields may not be displayed. Contact your system administrator for more information.

    EMRS-related information you enter on this form is copied to all standard work order activities, PM activities, and work order activities with the selected task plan.

    Reason For Repair - Specify the reason for the repair.

    Work Accomplished - Specify the work performed.

    Technician Part Failure - Specify the reason the technician or supplier thinks the equipment failed.

    Manufacturer - Specify the Manufacturer/Supplier Code to associate with the equipment.

    System Level - Specify the EMRS code identifying the system needing repair.

    Assembly Level - Specify the EMRS code identifying the subsystem needing repair. The values available are based on the system-level code.

    Component Level - Specify the EMRS code identifying the specific component or part needing repair. The values available are based on a combination of the system-level code and the assembly-level code. The system automatically populates EMRS Description based on the combination of the system, assembly, and component descriptions.

    Isolation Method - Select if the task plan is used as part of a lockout/tagout procedure (LOTO).

    Out of Service - Select to indicate the task plan should not display in lookups on the Standard WO page.

    Workspace Moves - Select to indicate the task plan is used as part of a workspace move procedure.

    Preferred Supplier - Specify the preferred supplier for the task plan.

    Total Price - Specify the total cost of the task plan per unit of measure. The system automatically populates Hourly Rate as the Total Price divided by the number of Estimated Hours, and the Currency.

    Commodity - Specify the commodity to associate with the task plan.

    Buyer - Specify the buyer (user) responsible for the task plan.

    Active Checklist - Select if the task plan contains active checklist items.

    Performed By Required - Select to indicate the identification of person performing the checklist on the task plan is required.

    Reviewed By Required - Select to indicate the identification of the person reviewing the checklist results on the task plan is required.

    Revision Status - Specify the revision status for the route. The system automatically populates Revision.

    You can enter a Revision Status only if the PMRVCTRL installation parameter is set to Yes. Contact your system administrator for more information.

    WO Description - Specify the description of the follow-up work order the system will create when checklist items are selected for follow-up.

    WO Type - Select the work order type of the task plan checklist.

    WO Class - Specify the work order class of the task plan checklist.

    WO Status - Select the work order status of the follow-up work order.

    WO Priority - Select the work order priority of the follow-up work order.

  4. Specify this Permit to Work Tags information to define your unique tags:

    Tag Header - Specify a unique name for the tag.

    Tag Line 1 - Specify a unique tag for line 1.

    Tag Line 2 - Specify a unique tag for line 2.

    Tag Line 3 - Specify a unique tag for line 3.

    Tag Line 4 - Specify a unique tag for line 4.

  5. Click Translate WO Description to translate the follow-up work order description.

  6. Click Save Record.