What are Task Models - Intergraph Smart Completions - 5.3.6 - Help - Hexagon PPM

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Task Models create any task for an asset, loop, pack, system/subsystem, or certificate. Task Models are used to build digital checksheets (Smart Forms) or to attach a mail merge word document from the Forms Library (Paper-Based solution). It is the template of the form that will be taken into the field and the rules that will govern the tasks. They house both the form and the underlying scope for the tasks that will be created from them.

Task models are critical records that are tracked for version control. A task model has approval workflow. Once approved, it is locked for editing.

The workflow associated with the Task Model should not be confused with the workflow for an individual task.

The Task Model 'Edit' form exposes several tabs to allocate this information:

  • General information

  • Resource tiles

  • Man Hours

  • Tools

  • Materials

  • Test form(s)

  • Inspection points and even

  • Safety audit and work permits (when necessary)

This information is very useful for workforce planning and estimating, but most importantly is used to simplify and streamline work creation and assignments.

A Task Model should be assigned one of the following Execution Types:

  1. Paper Execution: Tasks performed using QR coded forms generated from Smart Completions. When this execution type is selected, it will automatically hide the "Inspection Steps" tab in the task model edit form.

  2. Digital Execution: Tasks performed using QR coded forms or digitally using one of the Smart Completions Mobile applications. When selected it will display the "Inspection Steps" tab where you can add steps.

Task Models can be imported or created manually by the NEW or COPY buttons.

Before task models are created the following reference lists must be created:

  • Project Systemization

  • Disciplines

  • Project Work Breakdown Structure

  • Task Categories and Types

  • Workgroups

  • Responsible Companies

  • Resource Titles

  • Tools and Material Lists

  • Test Form Lists (Only the form ID must exist in order to assign)

It is important to add as much information as possible. At a minimum the following should be entered or assigned:

  • Task Description

  • Task Type

  • Revision No.

  • Execution Type

  • Test Form (if applicable)

  • Is active: Only Active Task Models can create tasks

  • Task Type: Used to define what type of task will be created.

  • Execution Type: Used to define if tasks are paper-based or digital executed.

  • Asset Types: Used to assign specific types of assets in later task creation. If the form will apply to a certain type or types of assets, they can be selected here. If the Discipline is selected, the dropdown will filter the results by that Discipline.

  • Loop Type: Used when the Task Model will apply to a control loop. This creates a profile or template for certain types of loops. Loop Types must be created before they can be assigned.

  • Pack Type: Used for specific Cable, Pipe or Asset Packs.

  • Systemization Type: Used for Systems or Subsystems. Select this dropdown to define if it is Plant, Process, System or Subsystem level. This is used to create Task Models for Certificates or start-up tasks that are not asset-based.

  • WBS Association: Assigns the Task Model to a specific phase or stage of the Project. When Work Breakdown Structure is assigned, any tasks created from it are automatically assigned to the correct WBS.

  • Setting Recurrences: If a task model is meant to be performed on a recurring basis, select the Recurrence button and select the most appropriate Recurrence strategy. .

The next three tabs (Materials & Tools, Resources, and Forms & Checklist) all use the "Editable Grid" control, which allows you to select an item (e.g. Material Item) and enter the quantity required. If the tool or material is not in the list, and a user with General Configuration rights can "Add New." The "Add New" function is at the bottom of the dropdown, otherwise select the item and enter in a quantity.

Test Forms

Select the Test Form(s) from the Forms Library: Typically it is one form per Task Model, but in the case multiple forms are required select the checkbox next to each form required as a deliverable to complete the task.This step is unnecessary for Digital Execution task models.

Assign Inspection Points

The Inspection Points tab will only display if the execution type is set to "Digital Execution." You can create simple and complex digital forms using the Smart Forms technology. Smart Forms were created for digital, offline execution via one of the Smart Completions Mobile Applications. Alternatively, you can render them into a pdf with a unique QR code. Once the form has been completed by hand, the Smart Completions Upload Utility tool will read this QR code and automatically update the task.

Update Tasks

Use the tab to update any task model field for updated tasks. To avoid overriding of data with in task steps, select the option Responsible Company. This locks the data that does not need to be updated.