Before you begin
Version: v5 and v6 (what does this mean?)
Plans: All plans
Tasks on scheduled maintenance are added to any generated work orders. You can add both tasks and task groups.
This article describes how to add individual tasks to scheduled maintenance. If you often use the same set of tasks across a number of work orders, you can create task groups and add them to scheduled maintenance. This allows you to add a number of tasks to the generated work order at once, rather than having to add them individually.
To add a task to scheduled maintenance:
- Navigate to the scheduled maintenance record you want to add a task to in Maintenance > Scheduled Maintenance.
- Click the Labor tasks tab:
- Click the Add icon (
) in the bottom left of the window.
- Click the Choose Task Type drop-down list to select the type of task (general, text, meter reading, or inspection) you are creating:
- Do one of the following depending on which task type you selected in step 4.
- If you are creating a general or text task, skip to step 6.
- If you are creating a meter reading task, click the select the unit to use for the meter reading from the unit drop-down list:
- If you are creating an inspection task, select any needed follow-on actions that will occur upon specified results:
For example, the task above will create a follow-on work order if the task result is Fail.
- (Required) Enter a description of the task in the Description field.
- Click the downward arrow next to the Assign to User field and select the user or user group assigned to the task.
- In Time Estimate (hours), enter an estimate for the time needed to complete the task.
- (Optional) In the Nested PM field, select the nesting level.
Note
This feature is only available for Professional and Enterprise customers.
- (Optional) Click the + button under Attached Files and Media to add attachments to the task.
Note
This feature is only available for Professional and Enterprise customers.
- Click OK.
- Click Save in the top menu bar.