Create Snapshot of Maintenance Order

Explanation

This activity is used to create a snapshot of the maintenance order. The snapshot will include all tasks currently included on the maintenance order and all operations (instructions) currently connected to each task. There are no restrictions on the number of snapshots that can be taken of a maintenance order.

A snapshot of a maintenance order can be taken, for instance, when planning and establishing the scope of the maintenance visit. This snapshot can then be used as a reference in terms of the initial request for the maintenance visit versus the final request, which becomes the actual maintenance visit and structure.

When setting the task to either the Released or Finished status, you have the option of choosing to automatically create a snapshot of the maintenance order. Note: An automatic snapshot of the maintenance order will not be taken if the maintenance order is distributed as a Simplified Work Order and the Plan Maintenance Order check box has not been selected. Furthermore, if the Quick Reporting of Pending Task option is selected for the pending task(s) a snapshot will not be taken. The reason for this is that planning has not been done for the maintenance order and the original scope is the same as the scope being executed.

Prerequisites

To perform this activity, a maintenance order must exist.

System Effects

As a result of this activity, a snapshot of the maintenance order will be taken with information about all tasks currently included on the maintenance order and all operations (instructions) currently connected to each task.

Window

Maintenance Order

Related Window Descriptions

Maintenance Order
Maintenance Order/Order
Create Snapshot of Maintenance Order - Dialog Box
Maintenance Order Snapshot
Maintenance Order Snapshot/Included Tasks
Maintenance Order Snapshot/Operations

Procedure

  1. Open the Maintenance Order window and query (F3) for the necessary maintenance order.
  2. Right-click and click Create Snapshot. The Create Snapshot of Maintenance Order dialog box opens.
  3. In the Snapshot Description field, enter a description, e.g., the name of the snapshot.
  4. Click OK.
  5. To view the snapshot, right-click on the Maintenance Order window, and then click Snapshots. The Maintenance Order Snapshot window opens with information on the created snapshots.