Maintenance

Tasks - Link an Instruction to a Task

It is important to note that least one Instruction must be linked to a Task.

Instructions are 'Work Instructions' to the person performing the required work.

Ribbon Access:   Maintenance / Projects >  Tasks

1. The Tasks list screen will be displayed.
2. Click on the row of the task you wish to link an instruction to.
3. Click on Edit.

   Short cut key: Right click to display the Process menu list. Click on Edit.

4. The Edit Task screen will be displayed.

Link an Instruction

5. In the Instructions panel, right click on a row in the data grid to display the Process drop-down menu.
6. Click on Instruction - Add new instruction.

7. The Select an Instruction screen will display.
   1. Click on the row of the instruction you wish to link to this task.
   2. Click on OK.

Instructions Details

8. The Instruction Number, Instruction Description, Instruction Text, Priority and Status text fields will populate with the instruction information selected.

• Priority: Click in the text box to type in an alternative priority 1 = most important and 5 = least important level for the instruction, if required.

9. Continue adding instructions to this task, as required.

Remove an Instruction

1. From the Instructions frame,
2. Right Click in the row of the Instruction you wish to remove from the Task, to display the Process Menu.
3. Click on Delete - Delete instruction.

4. When you receive the Delete Instruction message to confirm;
   • Are you sure you want to delete this instruction [instruction number]?
5. Click on Yes if you are certain about your selection, or
   • Click on No to ignore the request and to leave the Instruction linked to the Task.

Save the Linked Instructions

6. When you have finished linking the instruction details, click on Save.

7. You will return to the Tasks list screen.
8. When you receive the Tasks message to confirm that;
   • The Task: [task number] has been saved.
9. Click on OK.