Create a Task Record

Note: To complete the following steps, use the Task datasheet that is configured for use with the SAP Adapter. For Inspection Task records, use the Inspection Task for SAP Integration Adapter datasheet. For Calibration Task records, use the Calibration Task for SAP Integration datasheet. These datasheets are defined on the corresponding Task family in the baseline database, but they are not set as the default datasheets.

To create the Task record, make sure to use the Task Builder and not the Record Manager. Otherwise, the Task record will not be linked to the Equipment or Functional Location record, and the Work Management Adapter will not work as expected.

Steps

In GE Digital APM, create an Inspection Task or Calibration Task record.

In the Task record, in the Task List field, select .

The Locate Task List window appears.

In the Search Criteria section, enter the desired search criteria.

Note: If you accept the default criteria, the search results will return all Task Lists.

Select Search.

The Task Lists that meet the search criteria appear in the Search Results section.

In the Search Results section, select the row containing the desired Task List, and then select OK.

The Task List field on the Task record is updated with the Task List group number.

In the Last Date field, enter or select the last date on which the task was executed.

In the Desired Interval field, enter the desired interval.

The value in the Next Date field is updated automatically based on the Last Date and the Desired Interval.

In the Call Horizon field, enter the desired call horizon.

Tip: For details about call horizons, see the SAP Help, which is located at http://help.sap.com/.

Save the Task record.