Service Tasks
What is a task? |
A Service Task is a single essential activity that needs to be accomplished within a certain time frame.
Some of the more common types of Service tasks are:
- PM Task lists
- Industry specific procedural codes
- Repair codes (can be specific to your corporation, or generic in nature)
- Component Codes (VMRS codes, CPT codes, etc.)
If the task is a common one, it can appear in multiple PM's and Work Orders. Therefore, a Task is not bound exclusively to a single Work Order.
Once created, wherever the task appears, it will always contain the same:
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Description
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Estimated Time to complete
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Suggested Parts list (Bill of Materials)
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Instructions
In Work Orders, a task is a single step, found in the WO. While some Work Orders have a single Task, most usually have multiple tasks (or steps) that need to be completed, to satisfy the requirements of the maintenance manager.
Add an existing Task to a Work Order |
Go into the details of any Work Order
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Click the Add Task button
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Select the Task to be added
Creating a new Task
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Click the Add Task button
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Select the Create New Task button on the screen
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Fill in the required information:
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Task Code: Unique alphahumeric ID you create to name the task
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Task Description: Brief description of what is expected, when performing this task
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Task Class: While all tasks can belong to the same list, Task Class helps you organize all your tasks into different groups or classifications
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Standard Estimated Time: Hours and Minutes it should take on average to complete this task. Filling this out helps estimate he total amount of time needed to complete a PM, and plan accordingly
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Lock in the changes by clicking the appropriate SAVE button:
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Save & Add saves the newly created Task, and adds it to your PM
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Save & Select saves the newly created Task, and allows you to continue selecting other Tasks as well
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