Standard Work Tasks

Standard Work Tasks are templates of Work Tasks that can be used on Work Orders.

Key Features

  • Standard Work Tasks can be defined and included on any type of Work Order.

  • Identifies common tasks to use for Equipment in an Asset Group.

How Standard Work Tasks Work in FieldFX EAM

Standard Work Tasks can be used on Work Orders of any type.

You can assign Standard Work Tasks to an Asset Group. This creates a list of tasks for maintenance or repair of a certain group of Equipment.

Users can easily request the proper work tasks when entering Work Requests.

You can divide Standard Work Tasks into Standard Work Task Steps to create checklists for required work.

You can create custom fields for the Standard Work Task Steps and Work Task Steps objects.

You must use the same name for the custom fields on both objects to allow data in the fields to copy from Standard Work Task Steps to the Work Task Steps.

Step-by-Step Guides

You can create and create steps for a Standard Work Task.

Create a Standard Work Task

  1. Go to Standard Work Task tab and select New.

  2. Enter the following details in Information:

    Field Entry

    Std Task ID

    18-character Identifier for the new Standard Task.

    Description

    255 character description of the task.

    This becomes the Task Comment when added to a Work Order.

    Status
    (Optional)

    Select an option to describe the current step in the creation process based on business requirements.

    Est Hrs

    Estimated hours to complete the task - This value is copied to the Planned Hours for the task on the Work Order.

    Asset Group
    (Optional)

    Select the Asset Group for this task, if all Equipment items in the group qualify for this work task.

    Work Task Updates Pending

    When modifying the Standard Work Task, should existing Pending status Work Orders with this Standard Work Task be updated to the new information.

  3. Enter Instructions in the rich text field.

  4. Click Save.

    The Standard Work Task is created and displays.

Create Standard Work Task Steps

Use the Related tab from
an existing Standard Work Task
to add or modify Standard Work Task Steps.

Field Description

Std Work Task Step

18-character identifier for the task step

Standard Work Task

Auto populates

Sequence

Numerical order to display task in lists

Additional Details

Rich Text Field for Standard Work Task Step instructions or other information