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Automatic Task Determination in Notifications

Objective:

To automatically populate the list of Tasks upon selecting 'Priority' in a Notification.

Different sets of Tasks will be populated automatically according to the selected 'Priority' value.

Introduction:

Because this process is based on a 'Priority type' which is assigned to a notification, often custom notification

types are preferred for this process.

(This is where the standard notifications prefer other priority types.)

Here the custom notification type is 'AC' and a case of Overhauling process of HVAC equipments is

demonstrated.

The End result of this document is illustrated here:

Create a notification, select the priority ( Say here 'PAC O/H' ) , then in the menu bar go for

Edit --> Tasks --> Determine .

Set of tasks relevant to 'PAC O/H' are populated automatically, as shown in the images1,2,3 below.

Image1 (IW21/IW22)

Automatic Task Determination in Notifications

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Image2

Image3

Automatic Task Determination in Notifications

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Now let's see what is to be done to achieve this:

1.SPRO: Define Priority

Automatic Task Determination in Notifications

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In above picture, Rel.end field specifies the number of days the job takes to complete.

(Determines the Required Start and Required end dates of the Notification upon selecting the prioirty)

Note the Priority numbers in the above picture (1,2,3,4,5 etc), which will be referred in the forthcoming steps

Automatic Task Determination in Notifications

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2. QS41: Create Task CodeGroup (ACOH)& Codes

(List of all jobs related to all types of HVAC equipments)

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3.SPRO: Define Response Monitoring

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Create Response Profile '00000005'

Specify the Catalog type (2), Code Groups and Codes as under against priority values 1,2,3 etc (Referred

above)

(So many number of priority values as many the equipment types)

Automatic Task Determination in Notifications

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Define Service Profile.

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Specify Service profile and Response Profile against Notification type.

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Now your Notification Type 'AC' is enabled to determine tasks automatically, different set of tasks with different

value of 'Priority type' as demonstrated in the beginning of this document.

Application in maintenance plans using Notifications:

See the picture below. When these settings are made during the plan creation, the triggered notifications come

alongwith the set of Tasks.

Automatic Task Determination in Notifications

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Thank you

-Jogeswara Rao K