Tasks

The Tasks module stores predefined tasks for inclusion in a procedure or work order. The tasks that are defined in the Tasks module are those that are used repeatedly, and thus benefit from being maintained in a consistent fashion. If an organization reports against the tasks, it is important that the task is listed in the exact same manner each time. The Tasks module also allows you to define groups of tasks, enabling the addition of this group of tasks to a work order or procedure in one step.

It should be noted that tasks listed in a work order or procedure are often entered free-form, and do not need to be maintained in the Tasks module. The Tasks module is available to provide a mechanism to maintain commonly used tasks and report against them.

Access the Tasks module:

1. Choose between two options:

   • Click the Open button on the toolbar.

   • Click the Module menu button displayed in the List pane.

     The Module menu will display.

2. Click the Tasks option.

   • If you accessed the Module menu from the Open button, the Tasks list and the Tasks Work Center Home Page will display.

   • If you accessed the Module menu from the Module Menu button, the Tasks list will display, but the content of the Work Center will not change until you have selected a record.

   The tasks defined for your organization are listed in the Tasks List. Click a task to open and view it in the Work Center.

   You can use the Filter field in the upper-left to limit the results to only those that match a particular Repair Center.