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 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.