Measures

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Create a task for orders that occur regularly and can therefore be planned (e.g. in the case of maintenance). Measures are structures in which regular maintenance services can be predefined across the board and without reference to an object. The planned orders are automatically created by the system using the tasks and the order schedules contained in the tasks. Control the triggering of orders from a task and define the work to be performed by assigning standardized work plans. Enter information on the type, reason and responsibility for creating the task and finally assign task schedules to the task in which the objects to be maintained as well as the client and contractor are assigned.

Identification

Information on the data record’s identification is entered in this section.

Property	Description
Code	Enter an abbreviation for the task. The more information (e.g. about service levels) that you enter in the code, the easier it will be to identify the underlying task at first glance.
Description	Enter a short, concise description of the maintenance task here. This description is used for quick identification and differentiation from other measures and is crucial for efficient planning and implementation of maintenance activities.
Detailed Description	Enter a full description of the task.

Controlling

Settings made in this section control the creation and timing of an order trigger in connection with the "Trigger controlling" area from the order schedule.

Property	Description
Individual Task	Indicate whether the task is a task that is used only once.
Order Generation Interval	Enter a number for the trigger interval for the Portal to automatically generate orders. To start with, this field is independent of a unit, but is connected to the "Unit trigger interval" field. For example, if an interval of 3 months is required, a "3" is entered here and "Month" is entered in the "Unit trigger interval" field.
Time Unit	Select the time unit for the trigger interval. This field is directly connected to the "Trigger interval" field.
Order Type	Select the contract type which should be linked to the task. The contract type controls the escalation of orders from this task in the order workflow.
Classification	Displays the classification of tasks according to MAQSIMA. During the import of tasks from MAQSIMA, the classification will also be imported.

Description

A more precise description of the task can be entered in this section.

Property	Description
Remark	Enter comments or information about the task.

Guidelines

Specifications comprise the framework conditions and objectives for a measure. These characteristics define the planned scope, time frame and expected results of the measure.

Property	Description
Individual allowed time	If no standard routing is added to the measure, it is possible to manually enter a default time for the measure here.
Allowed time Work plans	If a standard routing is added to the task, the system automatically displays the standard time stored in the standard routing in this field. If the target time for the task is entered manually in the "Manual target time" field, no value is displayed in this field. It is neither possible nor necessary to enter data manually in this field.
ID	This unit specifies the time unit (e.g. minutes, hours, days) in which the deviation between the planned target time and the actual time for a maintenance task is measured. It enables precise time recording and evaluation of the implementation of measures.
Use time needed as time allowed	TRANSLATION MISSING
Total	Target time,in,tot.: Target time in-house, total

Administration

Information about managing the task can be updated and edited in this section.

Property	Description
Chief Operating Officer	Select the person responsible on behalf of the contracting entity.
Maintenance Report	Indicate whether the task is a task that is used only once.
Cause	Enter the cause or purpose of the task (e.g. "Ensure functionality of revolving doors"). The information entered here is automatically taken over into the "Reason for order" field for all orders triggered by the task.
Required Qualification	Select the qualification required for the employee to perform orders from the proposed tasks

Task release

This group includes characteristics that describe the triggering process of a measure. This includes information about the time, type and responsible body of the triggering.

Property	Description
Automatic release	Indication of the triggering of a measure.

Billing

This group includes attributes for the billing of measures. Information on costs, billing status and relevant time periods for the financial management and control of measures is recorded here.

Property	Description
Cost Type	Selection of a cost element under which the measure can be classified.
Cost Group According to DIN 276	Cost Group According to DIN 276
Cost Group According to DIN 18960	Cost Group According to DIN 18960
Cost Group According to GEFMA 200	Cost Group According to GEFMA 200

Standard Work Plans

Standard work plans can be assigned to the task in this section. This report does not appear until the data record has been created and saved at least once.

Order Schedules

In this section, work plans can be assigned to the task by clicking the "Add work plan for objects" button. The section does not appear until the data record has been saved for the first time.

Operator Obligations

All operator obligations assigned to the task are displayed in this list.

Legal basis

This list shows all the legal bases on which the task is based.

Assessment Principles

This section shows the assessment principles assigned to the task.

Documents

Any kind of document related to the data record can be uploaded in this section.

In this section you can upload, download and manage files.

Service catalog

This report can be accessed via the "Reports" button in the work bar. The report lists all work plans that are assigned to this measure and their operations.

Adjust orders with interval change

Adjustment of maintenance orders based on a task if the planned interval in the task is changed.

SetForward

Background function that sets the lead times for the execution of orders when orders are automatically switched by the maintenance workflow. The order is placed on the service list according to this data.