The Task List Builder allows you to perform operations in a logical series based on the Maintenance Strategies that have been created. An example of this practice is a Mechanical Service series in which you have a set of operations to be performed at 250, 500 and 1000 operational hours.
You can set this in Task List builder against the appropriate Maintenance Strategy. This will then be reflected in your Budget Generation, where your 250hr operation will be performed, followed by 500hr, 250hr again and finally your 1000hr (refer to the article on Budget Generation for more detailed information).
The Task List Builder is based on a hierarchy structure:
- MAINTENANCE PLANS: A collection of Maintenance Items.
- MAINTENANCE ITEMS: The association of a Task List to a Functional Location.
- TASK LISTS: A list of Operations (you will allocate a Maintenance Strategy to a Task List).
- OPERATIONS: The grouping of maintenance tasks to allow optimization of the required resources . Based upon your Maintenance Strategy, you will have the ability allocate Packages against an operation to allow the Operations to run in a series based upon the Maintenance Strategy.
The figure below is an example of the hierarchy structure, where:
- Maintenance Plan = Maintenance Service
- Maintenance Item = Truck Lube Service
- Task List = Lube Service
- Operations = 250hr Lube Service, 500hr Lube Service, 1000hr Lube Service
Important
Please familiarise yourself with Maintenance Strategies before creating your first maintenance plan.
Create Task List
To create a new maintenance plan:
- Choose the appropriate item in your hierarchy, select the Packaging module and then the Task List Builder tab. Select the Create Plan button.
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Enter the name of your new maintenance plan and then Save.
- If you have created any Task Lists already, you can assign them by clicking the Assign Task List button.
- Choose the appropriate task and then click the Select button.
- Your new maintenance plan is now complete. The Maintenance Item, Task List and Operations have all been allocated to the newly created Maintenance Plan.
The process of managing task lists and plans is also demonstrated in the video tutorial below:
Stand Alone Task List
Stand Alone Task Lists are a list of Operations that do not have an associated Maintenance Item or Plan. To create a Stand Alone Task List:
- Choose the appropriate item in your hierarchy, select the Packaging module and then the Task List Builder tab. Select the Create Stand Alone Task List button.
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Enter the name of your new stand alone task list and then Save.
- If you have created any Operations already, you can assign them by clicking the Assign Existing Operations button.
- Choose the appropriate operation and then click the Select button.
- Your new stand alone task list is now complete.
Create from Tactics
Create From Tactics is a feature that will allow you to select an Activity from a Location, which will then be allocated to an Operation assigned to a Standalone Task List.
How to Create From Tactics:
- Choose the appropriate item in your hierarchy, select the Packaging module and then the Task List Builder tab. Select the Create From Tactics button.
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A new window will appear to that will allow you to select a Location from the hierarchy. Once a Location has been selected, you will be presented with a list of Activities from that Location’s Tactics to select. Tick a checkbox next to an Activity, then select the Select button.
- Your new stand alone task list (created from tactics) is now complete.