Appraise preventive task

The work on the preventive task is described in detail in the Instructions tab. If the work cannot be carried out, the steps taken must be logged. The preventive task is then assigned to a user who can resolve the work.

Preventive Task — Instructions Tab

Assign a corrective or preventive task to a user

Prerequisites

• User or Administrator role
• The preventive task must be in the Started status.
  Change the status of a corrective or preventive task

Procedure

1. Call up the Maintenance > Machine maintenance menu.
2. Select a preventive task.
3. In the detailed view, call up the Instructions tab.

   

   The Back and Next step buttons can be used to toggle between the work steps.

4. Evaluate the preventive task.
5. Localize work on the device on site.
6. Work through the work steps.

   If a work step is a mandatory field, the work performed must be entered in the input field or the checkbox activated.

7. To add files to a work step:
   • Select the work step.
   • Call up the Files tab.
   • Use Add attachment to upload a file.

     Or:

     Drag and drop the file into the field.

   Images are displayed in the Gallery tab of the work step.

8. Confirm details with Save.

The preventive task has been appraised.

• To report additional work performed for a preventive task, continue with Add work done to a corrective or preventive task.
• If the preventive task could not be resolved and the preventive task has to be assigned to another user, continue with Assign a corrective or preventive task to a user.
• To change the status of the preventive task, continue with Change the status of a corrective or preventive task.