Configurable Tasklist

Introduction:
Often there are requirements like having a common large tasklist for a category of equipments and choosing the
operations selectively into the Maintenance Order depending upon the equipment specifications on which the order is
being made.

Let me explain with an example:.

Suppose there are 100 motors falling into 6 categories as under:

SN

Type

Capacity (KW)

Population

Squirrel Cage Induction (SQI)

5.5

20

7.5

30

11.5

Slip Ring (SLR)

5.5

10

7.5

15

11.5

20

Now the operations to carry-out the work on these machines vary with different ratings (specifications), often due to
the variance in the amount of work involved.

We can have all operations of such 6 categories of 100 equipments in a single large tasklist, yet use in maintenance
orders created on these equipments.

i.e., While creating the maintenance order, system would choose only those operations from the tasklist which are
relevant to the equipment on which the order is being made .

Such tasklist is called a Configurable Tasklist.

Lets assume the common large tasklist (General Maintenance tasklist) we have for all these motors is
the one shown here, which is to be configured.

Now let us see how, the tasklist is configured.

1. Create the characteristics (CT04)

Create a capacity characteristic for MOTOR_CAP.

Now, specify the values and save.

Similarly create a Type characteristic for MOTOR_MDL.

Specify the values and save.

2. Create a class (CL02) ,

Say class MOTOR_TYPES (type '300'),

Assign characteristics created above and save.

3. Object dependencies (CU01)

Create object dependencies as below:

Here dependency SQI5.5 illustrated.

Go to Dependency Editor and specify the dependency as shown here.

Come back to CU01 initial screen and set the Status to 'Released'

Similar dependencies to be made for all combinations of Capacity and Type, viz.,
SQI7.5,
SQI11.5,
SLR5,5,
SLR7.5 and

SLR11.5

Here another illustration is given for dependency SQI7.5.

Come back to CU01 initial screen and set the Status to 'Released'

4. Tasklist configuration profile (CU41)

Create a Configuration Profile selecting General Maintenance Tasklist.

Create as shown below. (Do not give values in the value fields) and
Do not forget to select the 'Std Class' check-box.

5. Assign the class to equipments (IE02).

Assign class MOTOR_TYPES to the these 100 equipments, with respective characteristic values as shown below:
(Go to 'Class Overview' screen and assign)

6. Assign the dependencies to tasklist operations (IA06):

As shown here:

Assign dependencies to all the tasklist operations which are equipment specific, in a similar way.
Leave the common operations untouched.

Now, the configuration is complete.

Lets see what effect this exrecise has while selecting tasklist in an order (IW31/32).

Menu : Extras --> Tasklist selection --> Direct Entry

In the popup, give the Tasklist group and counter, as shown.

In the resulting screen, give the characteristic values of the order equipment,

Click Back and go to the operations tab.

Here is the result:

System has chosen the relevant dependency operation (0040) and two
operations, where no dependencies were specified. (0070, 0080).

This work can be extended to a tasklist of 100's of operations covering 1000s of equipments.
In my experience, very common application has been in Repair shops where equipments like Motors are repaired.
Here very few numbers of Configurable tasklists are maintained covering 1000s of motors.

The author is a maintenance manager with 30 years experience in a large manufacturing industry, associated with
SAP-Plant maintenance since more than 6 years