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.
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).
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 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.