ServMan supports task lists by system types on manually created work orders, PM orders generated through the Contract Management (PM01) module and the Maintenance Tasking module. Maintenance Tasking is most often useful when your service schedule is driven by the task to be performed, most often encountered in the Commercial environment. This section will cover the configuration and work flow to use the Maintenance Tasking module.
Maintenance Tasking setup is accessed through Modules, Maintenance Tasking
Your first step is to identify the various task lists by system type that you will need in your company. You should then enter the various Task Codes that comprise each list. You must enter the codes before you enter your lists.
There are three tabs on the Task Codes screen. The first tab is the general information for the task including the month or months that the task applies to.
NOTE: The PM01 module does not use the months on this screen. Also, it’s best to specify only one month per season. For example, if you choose to generate Spring tasking orders in April then only select April for the Spring tasks.
The Items tab on the Task Code lets you specify any items that you would use to perform that task. You may use a generic item number on the screen such as FILTER and then specify a particular filter item number to use if a replacement item is specified on the client’s system record. The replacement item is entered on the Maintenance Tasking tab on the system’s setup screen. ServMan will then use the system specific item number automatically when generating the work order.
The Enhanced Tasking tab allows you to specify whether entering a value for this task is required or not as well as other criteria.
After you have entered your Task Codes you should create your Task Lists.
NOTE: You may override the months to perform the attached Task Codes for each list if you wish.
Create a job record for the agreement.
- Make sure that the Job Group is a job group with the “Is a PM” box UNCHECKED.
- Make sure that the expiration date of the agreement is correct.
- Click on the Systems Covered tab and ensure that all of the client’s systems that are covered under the PM agreement are listed.
When you Attach a system to the job be sure to select the proper Task List for the proper system ID.
Maintenance Tasking orders are generated by going to Modules, Maintenance Tasking, Generate Orders. Below are some pointers on the order generation process:
- The month of the Order Date and the For Month must be the same
- If you generate orders for the same month twice ServMan is smart enough not to regenerate orders for the same job.
- Only orders for unexpired jobs will be generated.
Maintenance Tasking orders will appear on the same SmartView and section of the schedule board’s unscheduled order list as other generated PM01 visit orders.