In the company, specific maintenance work must be performed for all pumps at regular intervals. This work consists of a series of standard operations (for example, switching off, conducting a safety check, disconnecting power supply). Therefore, these operations are grouped together in one task list, which can be used repeatedly for different maintenance orders.
Task List Types
Three types of task lists are available. They're distinguished by one of the following indicators:
- Equipment Task Lists (E)
These task lists are always object-based and created for a specific, individual piece of equipment (for example, steps for calibrating device M-105).
- Functional Location Task Lists (T)
These task lists are also object-related and created for a specific functional location (for example, steps for inspecting hydraulic press HP-200).
- General Maintenance Task Lists (A)
These general task lists don't reference an object (for example, general steps for pump maintenance).
All three task list types can be used for routine and preventative maintenance.
Task List Groups
- Task list group 1 for measuring device M-105:
- Task list number 1: Steps for inspecting measuring devices
- Task list number 2: Steps for calibration
- Task list group PUMP_WTG for pump maintenance:
- Task list number 1: Steps for pump inspection
- Task list number 2: Steps for exchange of gears
- Task list number 3: Steps for maintaining pump motor
All of the maintenance task lists within a group are handled as one unit. Therefore, SAP suggests dividing your maintenance task lists into several small groups to facilitate processing.
The following assignments are made in the General Data (SAP GUI: task list header):
General Data / Task List Header
- Plant
- Work center
- Planner group
- Maintenance strategy
- Assembly
- QM data
- Status
Profile for Maintaining Task Lists
When you create a task list, you can specify the key for the profile, which contains the required data, on the initial screen. This data is automatically entered in the new maintenance task list. The profile data can be overwritten at any time.
Profiles are maintained in Customizing. Use the parameter ID PIN to preset a default in the user parameters.
Note
The profile, which is specified when a task list is created or changed, isn't part of the task list and isn't saved. If an existing task list is changed, the profile must be reselected.Control of Operations
The control key defines whether an operation is to be processed internally or externally.
Additional control parameters are set that are important for operation processing, for example, if the operation should be included in scheduling, subjected to costing, confirmed, or printed, among others.
Control keys are maintained in Customizing.
Relationships
The chronological order and time-based dependency of the individual operations is important for efficient planning and implementation of comprehensive maintenance work. Therefore, it's important to set up a time-based relationship between the individual operations in a maintenance task list. In other words, link or network operations to one another. For this, network technology and relationships are available in the system.
A relationship describes the logical and time-based dependency between two operations in a maintenance task list. The relationship indicates whether an operation precedes or follows another operation.
The type of relationship defines how the individual operations are linked with each other. There are four types of relationships.
Types of Relationships
- FS Relationship
The end of one operation is linked to the start of the following operation.
- SS Relationship
The start of one operation is linked to the start of the following operation.
- FF Relationship
The end of one operation is linked to the end of the following operation.
- SF Relationship
The start of one operation is linked to the end of the following operation.
Component Assignment in the Maintenance Task List
You can assign material components to the operations in the maintenance task lists. On the one hand, you can retrieve these material components from the bill of material (BOM) for the maintenance object (equipment, functional location, or head assembly) that is assigned to the maintenance task list. In this case, the BOM corresponds exactly to the content of the structure list.
On the other hand, you can assign stock materials, which aren't listed in the BOM for the maintenance object, directly to the maintenance task list. This is termed a free material assignment. The assignment is made using the material number. To make a free material assignment, you must specify a BOM usage (generally used in Plant Maintenance) in Customizing (Control Data for Task List). If you make a free assignment, the system then creates an internal BOM. This can't be processed from the application.
The material components assigned to the maintenance task list are copied into the maintenance order when the maintenance task list is expanded in the maintenance order.
Component Assignment in the General Maintenance Task List
Component Assignment in Functional Location Task Lists and Equipment Task Lists
You can assign material components from the BOM for the functional location/equipment or from the BOM for subassemblies to task lists for functional locations/equipment.
The material components that you want to assign to an equipment or functional location task list don't have to be available in the respective BOM when the assignment is made. You can also assign stock material freely.
The system doesn't automatically add the freely assigned material to the BOM. The initial BOM is kept in its original form so that you can call it again at any time.
To enable the free assignment of materials for maintenance task lists, your system administrator must specify a BOM usage for maintenance-relevant BOMs (for example, usage 4 in the SAP standard system) in the Customizing settings for maintenance task lists.
Once the material has been freely assigned, don't change the assigned usage. If you do make changes, existing free material assignments may be lost.
