Automatic Task Determination in Notifications

Objective:
To automatically populate the list of Tasks upon selecting Priority in a Notification.
Different sets of Tasks will be populated automatically according to the selected Priority value.

Introduction:
Because this process is based on a Priority type which is assigned to a notification, often
custom notification types are preferred for this process.
(This is where the standard notifications prefer other priority types.)
Here the custom notification type is AC and a case of Overhauling process of HVAC
equipments is demonstrated.

The End result of this document is illustrated here:

Create a notification, select the priority ( Say here PAC O/H ) , then in the menu bar go for
Edit > Tasks > Determine.
Set of tasks relevant to PAC O/H are populated automatically, as shown in the
images1,2,3 below.
Image1 (IW21/IW22)

Image2

Image3

Now lets see what is to be done to achieve this:

1.SPRO: Define Priority

In above picture, Rel.end field specifies the number of days the job takes to complete.
(Determines the Required Start and Required end dates of the Notification upon selecting the
prioirty)
Note the Priority numbers in the above picture (1,2,3,4,5 etc), which will be referred in the
forthcoming steps

2. QS41: Create Task CodeGroup (ACOH)& Codes

(List of all jobs related to all types of HVAC equipments)

3.SPRO: Define Response Monitoring

Create Response Profile 00000005

Specify the Catalog type (2), Code Groups and Codes as under against priority values 1,2,3
etc (Referred above)
(So many number of priority values as many the equipment types)

Define Service Profile.

Specify Service profile and Response Profile against Notification type.

Now your Notification Type AC is enabled to determine tasks automatically, different set of tasks with
different value of Priority type as demonstrated in the beginning of this document.

Application in maintenance plans using Notifications:

See the picture below. When these settings are made during the plan creation, the triggered
notifications come alongwith the set of Tasks.