Tasks are held in the Task Library within the Maintenance Module. Tasks can be created for planned/scheduled maintenance or for calendar reminders such as contract renewals, MOTs on vehicles etc. It is also possible to create tasks for commonly occurring breakdowns such as “light out”, “power down” etc.

We are going to focus on adding a basic planned task to the library. In the next chapter we will add this task to an asset to form a planned maintenance plan.
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fig.1
Click on the Task icon on the toolbar in the FrontLine Maintenance Module (fig. 1)
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fig.2
The Task search screen appears, click on the New Task button (highlighted red, fig. 2)
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fig.3

Creating a basic task: -

A blank Task Detail screen appears. For “Planned Maintenance” the following highlighted fields should be completed (above)

  1. Task Code A brief name or code identifying the task.
  2. Task Description
  3. Standard Frequency and Unit & Repeat. Specifies how the next due dates are calculated when a task is carried out - i.e. Variable: The job will repeat with the interval based off of the “last done date”, Fixed: This is a set calendar date e.g. every 4 weeks (variable), 15th of every month (fixed) etc.
  4. PM (Planned Maintenance) is a YES/NO box that determines whether the task will appear on the “PM plan”. Set this to Y.
  5. W/O Format (Work Order Format) – The system contains five pre-created work order formats (job sheets) select one from the list provided to get the information to print out in that style.

There are several other fields and tabs within the “Task” record which can be populated to provide information for the person carrying out the task (full description of the work required, readings to be taken and recorded etc) or to be used elsewhere in the system for searching, reporting and analysis. (See fig. 3)
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fig.4
Key fields of information entered – Click on the tick icon highlighted green to save the record (fig. 4).
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fig.5

Above (fig. 5) is an example of a printed Work order (Format 2) showing the relationship between Asset and associated planned task.

The “Blue” highlighted section of the work order shows where any related “Task” notes are printed. These notes can be entered via the “Notes” tab (highlighted Blue in fig. 4).

To download a printable (pdf) version click here
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