The Preservation Module is designed to track recurring tasks against an equipment. It is not used against packs, loops, or any non-asset-based tag. The preservation requirement is created using a Task Model where the task category is typically called “Preservation” and has a recurrence. Just as a completions task model, a user would define which discipline and asset type(s) that would have this preservation model assigned.
Assigning Preservation tasks can be performed from:
Preservation Tasks, by Assets
Although Smart Completions can assign preservation tasks on an as-needed basis, if the project is aware of what equipment requires preservation either point of origin, or in warehouse/laydown yard, specific equipment can be filtered (e.g. by discipline and associated asset type(s)) in the asset module and then “Set Needs” to define they require preservation. This will automatically list all equipment with that Boolean set in the “Preservation, by Assets” module.
Closing paper based preservation tasks that has assets associated with it will have a separate process. You need to upload and update documents related to all the assets associated with the preservation task that needs to be completed.
Performing preservation tasks are very “location” centric as when assets arrive onsite, they are not yet connected in the system or system, but in a physical location either in the warehouse or lay down yard. For this reason, we recommend using the Physical Location Breakdown (PBS) to break out the locations where equipment is stored.
Assigning Tasks will automatically set the “Requires Preservation” Boolean.
Assigning Recursive Tasks using Task Model module:
Using the “Task Creation” method available in the Task Model module is quick way to create preservation requirements but assigning PR tasks is not like completions tasks where all assets of a type would get a task. If majority of assets of a type require preservation, follow these instructions.
Select Preservation Task Model Row
Press Create Tasks
Select Preservation Task option
The asset type dropdown is disabled as the assignment creation wizard will query all assets of the associated TM asset types, and then list the assets that are available for assignment.
Select Asset Type(s) – Select all or single asset type you wish to select assets from.
- Select the asset(s) from the list that require preservation and press Finish. Not all assets of that type will require preservation so please make sure you are being selective.
This will automatically create the PR tasks against the selected assets. Go to the “Preservation by Assets” module to review the assigned tasks.
The Preservation, by Assets module can be used to query all assets that require preservation but do not have any assigned tasks (e.g. select show preservation items = yes, assigned tasks = no). Also, when a new PR task is assigned it will automatically assign the day that the PR task was created as the first instance. Upon completion of the first “instance” of the PR task, it will automatically schedule the next recurring PR task at the recurrence frequency. To review all completed PR tasks, select the “Task History” tab where it will display date, and person completed the PR task, and if any Non-Compliance (NC) was created.
Note: Assets with a RED bubble allow the user to see which asset has a pending NC that was created independently of a PR task or associated with any PR task.
Changing the Start Date for the first PR instance: to change the first scheduled instance of the PR task, select the associated asset(s) and press “Assignment” button. This will load the edit form. Press “Preservation Planned Tasks” to select the PR task.
Select the new start date and press Save
Upon save the New Scheduled instance is now adjusted as desired. In addition, you will notice that the Task ID is not yet created until you start the PR task. The next message in its place is also informing the user (As configured in the TM) that a user cannot execute the PR task that is scheduled for next week as it does not meet the “allowed timeframe” requirement, which a Task Model can be configured to allow users to perform the task “x” days ahead of planned scheduled date. It is intended to ensure field personnel do not deviate far from the planned preservation strategies.
If a user selects multiple assets and wants to adjust the start dates, when it loads the Planned Preservation Tasks tab, instead of show the distinct PR Task ID, it will show the common Task Model ID (e.g. TM-0001 vs. PR-0003). A user can still proceed to change the scheduled start date.
Assigning Preservations as Task Model Header:
Assigning Recursive Tasks using Preservation, by Assets Module:
When it comes to assigning preservation tasks, majority of users will assign PR tasks using this module, as they would typically query for a collection of assets that are about to arrive onsite, and by discipline, then asset type. They would then select the desired equipment (maybe 5 of the 20 pumps listed), and press Assignment.
To Assign PR task:
Use Search Panel to filter for assets requiring preservation tasks, press Search
Press Assignment to load the edit form
Select Preservation Planned Tasks tab
Press Edit List to load list of Task Models
Filter for the PR task(s), press Right Arrow “>” to assign, press Save
Press Save in the primary Preservation Edit Form
Press Save in the primary Preservation Edit Form to instantiate the first Scheduled PR task
You can also display the next scheduled task and date tagged to a preservation task.
In Export Wizard manager, select Preservation task from the available export type list and click Edit.
Select 'Next Task' and 'Next Schedule Date' from the New Column list and add it to the right pane.
The next scheduled preservation tasks in the export log matches the one displayed as per recurring data.