PM Tasks |
The PM Tasks tab enables you to define, for each equipment class that requires preventive maintenance (PM), a checklist of PM tasks to be included in a specific task or standard ID. The checklist appears only on printed work orders for technicians to use. You can edit it on this tab.
PM tasks performed as part of a PM service may include oil and filter changes, chassis lubrication, or component checking. Labor and parts charges are not posted to the individual items on the checklist because it generally does not take long to perform these tasks. Instead, they are posted cumulatively to the PM service. Because of this, these tasks do not appear on work order screens. These tasks are listed on hard copies of work orders. You cannot post indirect tasks.
Tip: To post charges for individual tasks performed within a PM service, include them in a repair group or task that is assigned to a standard ID and specify that standard ID in the Task or standard ID field.
Note: After you process additions or deletions on this tab, all tasks are reordered in ascending sequence order.
The fields in the top section of this tab define the data that displays.
Equipment class ID
Identifier of the class of equipment unit. This field has a list box. The class name displays to the right of the ID. An equipment unit’s class for PM program determines which entries on this tab apply to the unit.
Task or standard ID
Identifier of the single repair task, repair group, PM service, or standard that includes the tasks. This field has a list box. The following choices are appropriate for PM tasks:
Any repair group: Repair group number
Any repair task: Complete repair task code
Any PM service: Letter that designates the PM service
Any standard: Valid ID of a standard. (See also metric variant.) Examples:
MPG: Miles per gallon (fuel)
GPH: Gallons per hour (fuel)
MPQ: Miles per quart (oil) (in thousands)
L/100KM: Liters per 100 kilometers (fuel)
L/HR: Liters per hour (fuel, oil)
KM/L: Kilometers per liter (oil) (in thousands)
$TO: Total operating cost (fuel, fluids, miscellaneous)
$TR: Total repair cost
$TP: Total PM cost
The task description displays to the right of the ID.
Data in the fields at the bottom section of this tab, presented in a screen group, define the PM tasks and standard job IDs included in the Task or standard ID field. This screen group is designed to be a checklist of tasks that generally do not take long to perform and to which individual labor or parts are not charged. The cumulative labor and parts charges for these tasks are charged to the task or standard ID.
Checklist performance is tracked by exception only
If this box is checked, it when generating this list, the system will not go through and generate the list of all services associated with this task, but instead will only add exceptions to this checklist that shows. This checkbox makes sure the PM checklist is signed off. If this is changed and there are currently work orders with OPEN or WORK FINISHED statuses, this option will cause an error and accept changes.
Enable only allow sign-off by current employee for all checklist items
Class/Task checklist items can be configured to only allow checklist items to be signed off by the current employee. If enabled, this setting restricts the checklist item from being signed off on behalf of another employee.
Unless otherwise indicated, these fields are required.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Note: You cannot delete a skill type that is being used on a PM task.
PM task ID
The identifier of the preventive maintenance task to include in the Task or standard ID field.
Sequence
The sequence in which the preventive maintenance task ID appears on work orders. The number not need to be consecutive. The maximum field length is five characters.
Note: It is recommended that you initially use a sequence interval of 10 to accommodate adding more tasks in the middle of the sequence at a later date.
Test type ID
The identifier of the associated test type. This field is a text box with a choice-list. When a PM is entered on a work order, this ID will display in the list of test type IDs. This only displays if the test type ID is also entered on the Procedures tab as the Test Type ID as well.
Optional: Can specify test type ID.
Group name
Groups can be added to PM Tasks by selecting a Group Name from this choice-list.
Note: If both Test Type ID and Test Group ID are specified, only the Test Type ID is used to relate the resulting Test Result to the specific PM Task. It is recommended to only use Test Type ID or Test Group ID but not both fields.
Standard job ID
This is the identifier of the standard job to include in the Task or standard ID field when you perform a preventive maintenance service on equipment units in the Equipment class ID field. You can use this field to track separate labor for tasks included in the standard job. When you open a work order for an equipment unit in this class, the list of tasks associated with the standard job is added to the Tasks tab on the Data -> Shop Activity -> Work Order Center screen. This field has a list box.
Description
Description of the preventive maintenance task. This is for display only.
Skill type
This is a special skill or training required for the employee to perform the task on equipment units in the class. This field has a list box. This field is optional.
Note: Skill type is useful for large maintenance services that require two or more employees to complete. For example, if a service has 200 checklist items, although one person with the appropriate skill level could complete all the items, dividing the work among four people would be more efficient. Because each item generally requires the same skill set, you would define four separate skill designations (e.g., PM1, PM2, PM3, and PM4) to split the items among the four qualified employees.
Employee skill types are recorded on the Skills tab of the Data -> Shop Activity -> Setup -> Employees -> Primary Information screen.
Failure if exception
If you add a particular line item when you are in exception mode, this item is automatically marked as a failure. This checkbox has no effect on non-exception based checklists.
Allow sign-off by current employee
If enabled, this allows the current employee to sign-off on the checklist tasks.
S/I certification required
If enabled, S/I certification is required for this task.
S/I certification item code
If S/I certification is required, this displays the code for the certification.
S/I certification interval days
This field must be empty or zero if S/I certification required is disabled. If S/I certification required is enabled, the interval days must be greater than or equal to zero. If S/I certification interval days are changed and the option is enabled to apply checklist changes to pending work order, then regenerate the checklist for pending work orders.