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Multiple Parts on Component Tasks in Component Templates - User Guide

K
Written by Katey
Updated over a week ago

Overview

The Multiple Parts on Component Template Tasks feature allows you to add more than one inventory part to a single task in a component template. This ensures all required materials and quantities are listed together, improving visibility for technicians and planners before work orders are created.

Accessing the Feature

  1. From the left sidebar, click "Lubrication Routes."

  2. Click "Route Setup/Templates" in the expanded menu.

  3. Click the "Component Templates" tab at the top.

  4. Select the component template that contains the task you want to edit.

  5. Click on the specific component task to open the Edit Component Task panel.

Page Components and Interface Elements

  • Component Templates List: Shows all available component templates with task counts on the left side

  • Component Template Detail: Displays the selected template name and task table in the center

  • Task Table: Lists all tasks for the selected component template, showing columns like Task Type, Method Used, Recommended Product, Points, Vol At Each Point, and Vol Unit Of Measure

  • Edit Component Task Panel: Opens on the right when you click a task, showing all task details and the parts section

  • Add Part Button: Located in the upper right of the Edit Component Task panel, allows you to add additional parts to the task

  • Part Sections: Each part has its own row with fields for Part dropdown, PPC (Points Per Component), Volume, and Unit of Measure, plus a delete icon

How to Add Multiple Parts to a Component Task

Adding multiple parts to a task ensures all required materials are visible when the task is performed.

Steps:

  1. Navigate to Lubrication Routes > Route Setup/Templates > Component Templates

  2. Select the component template from the list on the left

  3. Click on the task you want to edit in the task table

  4. The Edit Component Task panel opens on the right side

  5. Click the "Add Part" button in the upper right corner of the panel

  6. A new part section appears below any existing parts

  7. Click the Part dropdown and select the inventory part you want to add

  8. Enter the PPC (Points Per Component) quantity

  9. Enter the Volume required

  10. Select the Unit of Measure from the dropdown

  11. Repeat steps 5-10 to add additional parts as needed

  12. Click the "Save" button at the bottom of the panel to save your changes

NOTE: Make sure to enter accurate quantities for each part to ensure proper inventory tracking and material planning.

How to Edit or Remove Parts from a Component Task

Editing or removing parts keeps your templates up to date with current procedures and prevents inventory errors.

Steps:

  1. Open the component template and select the task with parts

  2. The Edit Component Task panel shows all parts currently assigned to the task

  3. To edit a part: Change the Part dropdown, PPC, Volume, or Unit of Measure fields as needed

  4. To remove a part: Click the delete icon (trash can) next to the part you want to remove

  5. Click "Save" to apply your changes

The updated parts will apply to all future component template tasks created from this component template.

Understanding Parts on Component Tasks

Parts on component tasks represent the expected materials consumed each time that specific task is completed:

  • Per-Task Usage: Parts quantities define what is needed for one execution of the task, not the component's total lifetime usage.

  • Template-Level Definition: Because parts are configured in the component template, every asset that has that template applied automatically includes those parts on the associated tasks.

  • Complete Bill of Materials: Multiple parts per task let you model a full maintenance activity (lubricants, filters, seals, fasteners) without splitting the work across separate tasks.

  • Inventory Tracking: Quantities you specify drive inventory reservations and consumption reporting when work orders are created.

Who Uses This Feature and When

This feature is ideal for maintenance operations where tasks regularly consume multiple materials:

Typical Use Cases:

Routine Maintenance: Tasks like oil and filter changes that previously required two separate task entries can now be combined into one task listing both the oil and filter as parts.

Equipment Servicing: Complex maintenance activities requiring lubricants, filters, seals, and fasteners can be modeled as a single comprehensive task with all materials specified.

Component Overhauls: When multiple replacement parts are always changed together during scheduled maintenance, defining them all on one task ensures nothing is missed.

Before and After:

Before this feature: An oil change task and a filter change task had to be created separately, even though they're performed together.

After this feature: One "Engine - Oil and Filter Change" task lists both the oil quantity and the filter, streamlining work orders and improving material planning accuracy.

Best Practices

  1. Use Descriptive Task Names: Include the component and action in the task name (for example, "Engine - Oil and Filter Change") so it is clear why multiple parts are needed for that task.

  2. Align with Actual Procedures: Work with your maintenance and inventory teams to ensure the parts list and quantities on each task match how the work is actually performed in the field.

  3. Review Templates Regularly: Schedule periodic reviews of component templates to remove unused parts, update quantities for process changes, and account for component or vendor changes.

Summary

The Multiple Parts on Component Tasks feature in component templates allows you to define all required materials for a maintenance activity in a single, reusable configuration. When configured correctly and reviewed regularly, this feature improves work clarity for technicians, supports better inventory planning and tracking, and keeps maintenance programs consistent across similar components and equipment.

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