Managing Service Order Templates and Task Lists

Objectives

After completing this lesson, you will be able to:

  • Work with Service Order Templates and Task Lists

Service Order Template

Recurring Services: Overview

Recurring Services can be categorized as follow:

  • Time based: In time-based recurring services, service tasks are triggered after a specific time period has elapsed (for example, every six months).
  • Performance based: In performance-based recurring services, service tasks are triggered when a specific target value (counter reading) is reached (for example, after every 10,000 km).
  • Condition based: In condition-based preventive maintenance, maintenance tasks are triggered when a condition is outside a specified value range (for example, thread depth below 15 mm, or temperature higher than 85°C).
  • Predictive Maintenance: In Predictive Maintenance, you can control machines with a cloud-based SAP solution in real time and predict machine failures based on collected data (IoT application - Internet of Things).

Recurring Services: Process steps

The process for recurring services includes the following steps for the planning and execution of recurring inspections and service activities:

  • Step 1: The Service Order Template defines services to be performed, including the relevant spare parts.

  • Step 2: The Maintenance Plan is created for the specified technical object(s) and automatically generates Service Orders in accordance with specific guidelines. In addition to Time-Based and Performance-Based Maintenance Plans, it is possible to create Multiple Counter Plans. Using Multiple Counter Plans, it is possible to plan regular service tasks based on counter readings as well as on time intervals, for example, every two years or every 10000 operating hours.

  • Step 3: Scheduling is responsible for the regular call-up of service orders and the recalculation of planned dates.

  • Step 4: The Service Order is automatically generated by scheduling the Maintenance Plan.

  • Step 5: The completion marks the Service Orders and the corresponding planned date in the Maintenance Plan as finished. The date of the completion is used in the Maintenance Plan for calculating the next planned date.

Concept of Service Order Templates

Service Order Templates describe a series of individual service activities. You can use Service Order Templates to standardize recurring activities. If you have a Service Order Template, you can create Service Orders and Maintenance Plans with minimal effort by referencing the items and processes that were created in the Service Order Template.

You can link Reference Objects (such as pieces of Equipment, Functional Locations, Serial Numbers, and Products) to Service Order Templates.

Service Order Templates also specify the spare parts that are required for routine service tasks, and the time needed to perform the work.

For example, if you create a Service Order for routine work for which all the individual items are already described in a Service Order Template, you only need to specify the Service Order Template and the required dates in the Service Order. You do not need to enter the individual items because they are copied from the Service Order Template.

Structure of Service Order Templates

The following assignments are made using the Service Order Details:

  • General Data: Description, Employee Responsible, and Service Employee Group
  • Processing Data: Search Term and Status
  • Dates
  • Note

The following assignments are possible for items:

  • Products: services and spare parts
  • Item Category: Service Items, Service Parts Items, and Sales Items
  • Service Type, for example, Weekend
  • Valuation Type, for example, Senior
  • Status
  • Reference Objects, for example, pieces of Equipment
  • Additional parameters

Create a Service Order Template

In the following you will find out how to create a Service Order Template.

Task List

When you are using the Maintenance Service process in your company, the inspection and maintenance tasks that must be performed at regular intervals are defined in maintenance task lists.

Maintenance task lists describe a series of individual maintenance activities. You can use the task lists to standardize recurring activities, plan them more effectively, and save time when you create maintenance orders and maintenance plans.

Task lists can be object dependent (such as equipment plans and plans for a functional location) and refer to only one technical object.

Object-independent task lists (such as general maintenance task lists) can be used for multiple objects of the same type. Maintenance task lists can be used for routine and planned maintenance tasks.

Task lists also specify the spare parts and tools that are required for operations, and the time needed to perform the work.

If you have created maintenance task lists, you can create maintenance orders and maintenance plans with minimal effort by referencing the operations and processes that were created in the maintenance task list.

For example, if you create a maintenance order for a task for which all the individual operations are already described in a maintenance task list, you only need to specify this task list and the required dates in the maintenance order. You do not need to enter the individual operations, because they are copied from the maintenance task list.

Maintenance Task List Structure

The following assignments are made in the task list header:

  • Maintenance planning plant

  • Planner group

  • Maintenance strategy

  • Some additional parameters

The following assignments are possible for operations:

  • Work center

  • Time

  • Components (material)

  • Additional parameters

Display a Task List

In the following you will find out how to display a Task List.

Log in to track your progress & complete quizzes