MANUALS > Engineering > Engineering Transaction Codes > Task Card Category

Task Card Category

The System Transaction Codes are displayed with both the Code Names and Descriptions. The Code Descriptions directly illustrate their functionality and role in the system, as fields are populated and tasks are performed.

Available Functionality:

Also allows for authorization processes to be followed as required by each category. In addition this transaction code provides system notification for newly created, modified and/or deleted task cards.

The Task Card Category code may be entered via Setting/Explorer/System Transaction Codes.

Set-up is identical to the creation of any other System Transaction Code and has the added functionality of system notification and task card authorization process steps set-up.

The following information/options are available in this window:
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AD Category

Select this checkbox to apply the AD Category Code to a newly created Task Card. Selecting this checkbox will trigger the 'Was the Reference Document marked AD?' field (via the W/O Non-Routine Task Card, Optional 1 tab) to default to Yes. For additional information, refer to the W/O Non-Routine Task Card, Optional 1 tab via the Production Training Manual.

Codified Defect checkbox

When the Codified Defect checkbox is selected, the Keywords tab appears in the Task Card window when the System Code (ie: B-CHECK) is selected. For additional information, refer to the Task Card, Keywords Tab via the Engineering Training manual.

Paper Copy Required checkbox

Select this checkbox to have the Paper Copy Required checkbox appear when the specified transaction code is selected for a Task Card. For additional information, refer to the Task Card, Optional 2 Tab, via the Task Card section of the Engineering - T/C Training Manual.

Authorization Step button

Select the Authorization Step button to pre-define authorization processes for Task Cards.

System Notification button

Select this button to set up notifications by Task Card Category. By Task Card Category a User may be notified by system noted or an e-mail of newly created, modified and/ or deleted Task Cards. For information on how to set up System Notifications, refer to Setup - System Notification, via System Notifications of the Settings Training Manual.

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Authorization Processes:

The Authorization Step button is used to pre-define authorization processes for Task Cards.

From the System Transaction Code window, select the Authorization Step button.

The system displays the Task Card Authorization Steps set-up window.

The user will be able to set-up multiple authorization steps by the nomenclature which best describes it.

Users may define who will be able to authorize the step using either department, division, or section.

For a user to be able to authorize a step requiring this option, that user’s employee record via Setting/Update/Employee Master must be active and the Department, Division, and/or Section required for the authorization of the step.

Note: Department is the only mandatory option or Authorization Group.

In order for a user to be included in the authorization process the Task Card Authorization Group must be set up via the System Trans Codes and that User must be added to the required authorizing group via Engineering/Explorer/Task Card Authorization Group Explorer.

For a user to be able to authorize by either of the above mentioned methods the user will need security access to the Task Card Authorization Explorer via System Administration/Explorer/Security Explorer.

Step Order:

Authorization Processes within Task Card Category will be auto assigned a default step order value beginning with 1. By assigning this default Step Order, the system is able to know the sequential authorization step order to follow. Users may also define a reject process flow per authorization step. Users will have the opportunity to a return, back to ‘Start’ the beginning of the authorization process, to a particular step at rejection within the authorization process. Or Re-Release, send the revision back to the issuer of the Task Card revision, which is usually flagged against the final authorization step in the process.

Final Authorization Step:

In order to indicate that the current step is the final authorization step within a process, the user must select the Task Card Authorization checkbox. Upon the acceptance of this step, the system will issue the Revision of the Task Card to the Task Card window, via Engineering/Update/Task Card, which will allow for its attachments to Work Orders. During the creation of the Task Card Category’s authorization process, the user will be able to view their progress on the bottom portion of the Task Card Authorization Steps window.