Tasks

10 articles

About Service Tasks

Tasks are used in the Service (or Maintenance) module to describe work be performed in-house or by outside vendors on a scheduled or unplanned as-needed basis for serialized items. Tasks are attached to part numbers Examples service tasks include calibration, load test, visual inspection, servicing, certification, and repairs.

Updated by Cheryl Wallace

General tab for Tasks

This is the default tab for Tasks. You can add, edit or delete a task using this feature. Fields on this tab include: Frequency, Notification Lead Time…

Updated by Cheryl Wallace

Instructions tab for Tasks

Use the text editor to store the instructions, including detailed steps and notes, required to carry out the task. Instructions can be added to a task or edited at any time.

Updated by Cheryl Wallace

Required Material tab for Tasks

The Required Materials tab of the Tasks page is used to maintain a list of consumable parts to be used in carrying out this service task when the service is completed in-house and the consumable parts are regularly stocked in inventory.

Updated by Cheryl Wallace

Required Tools tab for Tasks

The Required Tools tab of the Tasks page is used to maintain a list of bulk or serialized tools to be used in carrying out this service task when the service is completed in-house and the parts are regularly stocked in inventory.

Updated by Cheryl Wallace

Supersede List tab for Tasks

The Supersede List tab on the Tasks page is used to maintain a list of tasks to be automatically completed when the current task is completed. To flag an existing task service requirement to be updated when the task is completed: ...

Updated by Cheryl Wallace

Adding a Task

To add a service task Click Service in the left side menu bar and click Tasks. Click +​ to add a new record. Enter the required information: Task, Visibility Location, Task Type, Work Order Type and Meter.

Updated by Cheryl Wallace

Looking Up a Task

Click Service in the left side menu then click Tasks. Enter any known information about the task as a pre-filter. Click in the edit tool bar. If only one task record matches the pre-filter it will be…

Updated by Cheryl Wallace

Editing a Task

Look up the task under Service > Tasks. Make the required changes to the task definition. This might be the task name, frequency or frequency meter , adding a check list , adjusting the notification…

Updated by Cheryl Wallace

Deleting a Task

Click Service > Tasks. Look up the task. Click ​ in the edit tool bar. ...

Updated by Cheryl Wallace