Overview
A Task WIN is created against a Model/Asset//Equipment to provide a task and document name. Use this process to create a WIN task to a specific Functional Location.
Prerequisites
Prior to creating a Task WIN, you will need to have information available which includes:
- Model, Asset, or equipment Number the task is to be created against (Tasks can be created independently).
- Naming conventions for the Task WIN creation.
- Job step details and images (can be added after the task is created).
Procedure
To create a WIN task, click on 
in the menu to navigate to the available sites. The list of available Sites are displayed in the Asset Data screen. Click a Site to navigate to the list of the assets for the Site.
Click
to navigate to the list of the tasks for the Site and to create a new WIN Task.
The list of WIN tasks are displayed for the site. Click 
to add a new WIN task.
The Add Task pop-up window is displayed. Complete the fields relevant to the company standards to create the new task.
Complete the fields as required.
| Assign to Asset(s) | Click  to display the list of Assets / FLOC available. Scroll the list or enter the relevant text to search for an Asset/FLOC. |
| Author | Click  to display a list or users to assign to the task. |
| Document Title | Enter the task name as per company standards. |
| Task Code | Enter "0" |
| Work Group | Enter the appropriate work group as per company standards. i.e Electrical, Wet or Dry Mechanical, Asset Health, etc. |
| Type Code | Select the type of task from the list. |
| Frequency | Enter the frequency as per company standards. |
| Context | Leave as "Standard" or enter the context to differentiate between like documents. |
| SAP Document Number | If known, enter the SAP document number. Generally left blank for a new document. |
| CMS Document No. | Leave BLANK. Used as a reference to legacy document system. |
| Main Work Centre | Enter the work centre responsible. |
| Area | Enter the area responsible. |
| Plant Status | Enter the Plant Operating status as per company standards i.e. O, D, S, etc. |
| Procedure Template Type | Leave BLANK. Used as a reference to legacy document system. |
Click 
to create the new task and complete the WIN task job details. The Tasks screen for the new tasks is displayed for entry of the work instruction detail.