Adding Tasks and Subtasks to Task Templates
- 30 Jan 2025
- 2 Minutes to read
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Adding Tasks and Subtasks to Task Templates
- Updated on 30 Jan 2025
- 2 Minutes to read
- Contributors
- Print
- DarkLight
- PDF
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Take note
This overview will explain how to add Tasks and Subtasks to Task Templates.
Once the Task Template is created and the Conditions under which it should be used set, the next step is to add Tasks and Subtasks. These Tasks are designed to be executed during Inspections, Assessments, Maintenance, and Repairs and are grouped in a Task Template to facilitate adding them to relevant Schedules and ECHs.
Tasks and Subtasks are added to Task Templates via the Task Templates Editor Task & Subtask section.
Adding Tasks to Task Templates
To add Tasks to Task Templates:
Open the Task Template Editor.
Scroll down to the Task & Subtask section.
Click the Plus button.
Click the Plus button to add a Task.
A pop-up window will open.
In the Task field, click on the Magnifying glass.
From the Activity pop-up window, select the applicable Activity or use the Search bar to find one. Note: Activities are defined under Settings \ Maintenance \ Schedules \ Activities.
Click OK.
Enter data in the remaining fields. See the table below.
Click Save.
Adding Subtasks to Task Templates
When adding Subtasks to the Task Template, a Parent Task must be assigned to each subtask in the template. To add a Subtask to the Task Template:
Follow the instructions provided above for adding Tasks to Task Templates.
In the Parent Task field, select the Task under which you want the Subtask to be categorized. Note: Only the Tasks already added to the Task Template will be available for selection in the drop-down menu.
Choose one of the available options in the Parent Task field to add the Subtask under that Task.
Click Save.
Take Note
In the Tasks & Subtasks section of the Task Template editor, as well as in the Schedule Task section on the Schedule Details page, subtasks are visually distinguished from Tasks by an Arrow in the “#” column. This Arrow indicats their association with the Parent Task above, which will instead display a number in the “#” column.
Task and Subtask Properties
Task&Subtask pop-up fields:
Field | Description |
|---|---|
Task | A search field with a Magnifying glass icon that lets you select a Task from the existing Activity list. You can also start typing the Task Name and select from the options that appear in the dropdown menu. |
Description | Short description of the Task. |
Duration | Estimated Duration of the Task in hours. |
Default Action | A search field with a Magnifying glass icon that lets you select an Action from the existing Activity list. You can also start typing the Action Name and select from the options that appear in the dropdown menu. This field is available only if the selected Strategy Type of the TAsk Template is RBI. |
Inspection Effectiveness | Predetermined level of effectiveness that inspections must achieve to adequately mitigate risks associated with equipment failure. here you can select between options “A”, “B”, “C”, “D”, “E”, for more details on each option see Required Inspection Effectiveness. |
Discipline | A drop-down menu with IMS Disciplines. |
Parent Task | The Parent Task field must be filled in when adding Subtasks. This field is a dropdown menu that displays a list of available tasks from the Task Template, allowing you to select the appropriate Parent Task for the Subtask you are creating. |
Once the Tasks and Subtasks were added they can be edited or deleted.
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