We are currently updating our site; thank you for your patience.

Maintenance

Introduction to Tasks

Tasks are set up in order to perform scheduled maintenance / service and are linked to Serialised Items / Locations, with 'Last Done' and 'Next Due' information.

Generation methodology is set up against the task to specify the scheduled interval between maintenance / services. For example, the task can be a service that is performed every 3 months.

Each task can have more than one generation methodology - where the task is due every 3 months or 10,000 copies - whichever comes first.

Instructions linked will indicate what work needs to be done to complete the task.

Parts required for the task will be requested where a Bill of Materials is indicated.

Documentation, Shadow and Related Tasks can also be configured.

This will be kept up to date by the generation of the tasks on a regular basis via the Task Radar or Work Order Generation.

Tasks Process Flow

Ribbon Access: Maintenance / Projects > Tasks

  • The Tasks listing screen will be displayed.

Instructions Maintenance Buttons

  • From this screen you can Add, Edit, Delete, and View a Task.
  • The Export button will allow you to export the list of Tasks to an Excel Spreadsheet.

Functions Tiles

  • Documents: The Documents Tile allows you to view a list of the digital documents that have been linked to a selected Instruction.
  • Shadow Tasks: The Shadow Tasks Tile allows you to link and unlink shadow tasks to the selected Task.
  • Related Tasks: The Related Tasks Tile allows you to link and unlink related tasks to the selected Task.

Tasks Data Grid

  • The Data Grid lists all the Tasks that have already been set up.
  • Any new Tasks that gets created will be added to the list.