An Asset's Task Schedule Page

Each asset created in KAStrack will have it own Task Schedule Page which displays an asset's Task Schedule in tabular format. Tasks are added to an asset and managed from this page.

To the right of the Task Schedule Page header is three-dot icon that when clicked, opens the Task Schedule Page Context Menu with options for quick actions. Each of the possible Task Schedule Page Context Menu options are explained in the table below.

Task Schedule Page Context Menu Option Explanations
Option	Explanation
Complete Task	Selecting “Complete Task” on the context menu opens the Complete Task Modal, allowing a user to record necessary details and mark the task as complete. How To: Log a Task Has Been Completed In order to log that a task has been completed and is current/up to date (a green task status), go to the Upcoming Task Table on the Home Page of the Assets Module. Select the “Complete Task” button from the top of the Your Upcoming Tasks Page. The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components under the asset. Selecting “Complete Task” from the three dot (…) context menu to the right of the asset / component title will open the same modal for the specified asset. Select the appropriate asset, opening the asset's Complete Task Modal. Click the green View All clickable link to list all tasks associated with the selected asset, including tasks that are current / up to date (green status). Serial numbers and the asset description will show at the top of the modal. Clicking the “Show Subcomponents” checkbox shows any subcomponent tasks associated with the asset, expanding the modal when selected. Beneath the task in bold is a note that indicates the parameters for the task, referred to as a trigger in KAStrack. Triggers refer to the task behavior, frequency or usage standards that KAStrack will applies to tasks to determine their schedule for completion. To log the task, select the checkbox of the completed task. You can manually enter the date (MM/DD/YYYY format) and time (hh:mm:ss format) that the task was completed, or select “Now” in order to input the current date and time. Click the “Complete Task” button to save the changes and complete the task. Click cancel to return to the Assets Module Homepage.
Record Fault	Selecting “Record Fault” on the context menu opens the Record Fault Modal, allowing a user to record any necessary details about a fault. How To: Record a Fault Logging faults allows your company to track trending data in KAStrack by recording incidents and any data associated with this issue/failure. In order to record fault with an equipment issue/failure, go to the Upcoming Task Table on the Asset Module Homepage and select the "Record Fault" button beneath the page header. The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset. Selecting “Record Fault” from the three dot (…) context menu will open the same modal for the specified asset. Select the appropriate asset, opening the Record Fault Modal. Enter the date and time into the Record Fault modal. The default setting is in military time (24 hours). If the asset is currently unusable, click the checkbox. Give the fault a title and provide a description of the fault. Leave the meter blank if there is no reading. Select the “Log Fault” button to record the incident. Select the “Log Fault and Resolve” button to complete two actions in one step: log the issue and indicate that it has been addressed. Click cancel to return to the Assets Module Homepage.
Update Meter Reading	Selecting “Update Meter Reading” on the context menu opens the Update Meter Reading Modal, allowing a user to record details regarding a meter reading. How To: Update a Meter Reading In order to update an asset's meter reading, go to the Assets Module Home Page opening the Upcoming Tasks Table. Click the “Update Meter Reading" button from the Asset Module Homepage. The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset. Selecting “Update Meter Reading” from the Upcoming Task Table Context Menu will open the same modal for the specified asset. Select the appropriate asset, opening the Update Meter Reading Modal. The meters associated with the asset/component selected show in a dropdown menu. Select the meter whose meter data you wish to record. The most recent meter reading shows in the Update Meter Reading Modal as the “Last Entered Reading.” KAStrack automatically inputs the current date and time. The user can enter an elapsed value (if preferred) and KAStrack will input the new actual, or the user can input the new meter reading and the elapsed value will be automatically input. Attach any files (if there are checklists, forms, etc.) associated with the meter reading. Select the “Log Reading” button to update the meter usage. Click cancel to return to the Assets Module Homepage.
Run Report	Selecting “Run Report” from the context menu open the Assets Report Modal, allowing the user to select between five customizable Asset Reports. WIKILINK MY ASSETS DROPDOWN MENU RUN REPORT
History	Selecting “History” from the context menu opens the Asset History Page with historical entries for the components/subcomponents that were selected. The Asset History Page contains four historical logs - tasks completed, tasks deferred, as well meter and fault logs. How To: View an Asset's Historical Tasks An asset's historical data can be accessed from an asset's History Page. To access an asset's history, go to the My Assets Page in the Assets Module on the Main Menu. Use the filters as needed to identify the access whose history you wish to view, and click the three-dot icon to the right of the asset name. This opens a context menu. Select "History" from the context menu opening the Asset History Page.
Edit	Selecting "Edit" on the context menu opens the Edit Asset Modal, which is used to alter asset details. How To: Edit an Asset To edit a task associated with an asset, open the Task Schedule Page for the asset whose task you wish to edit. How To: View an Asset's Task Schedule To view an asset's task schedule, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component whose task schedule you wish to view. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu. Select the "Manage Components" option, opening the Manage Asset Components Page. Select the three-dot icon to the right of the asset/component you wish to add interim notes to and select Task Schedule from the context menu. This opens the asset's Task Schedule Page. Click the three-dot icon to the right of the task you wish to edit opening the Task Management Context Menu. Select "Edit Task" opening the Edit Task Modal. The Edit Task Modal allows you to alter the task name, add tags, change the task type and task trigger, alter who can perming the task, and other pertinent information. Select the "Save" button after making your desired changes and a popup confirms that the task edits were saved.
Manage Assignments	Selecting "Manage Assignments" on the context menu opens the Asset Assignments Modal which allows individual users and certification roles to be assigned to an asset. How To: Assign / Unassign Users and Certification Roles to an Asset To assign or unassign users and certification roles for a specific asset, open the Manage Asset Pages in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to assign/unassign users and roles to. Click the three-dot icon to the right of the asset title opening a context menu. Select "Manage Assignments" from the context menu opening the Asset Assignments Modal. Click in the textbox beneath Assignments and a dropdown menu will allow you to assign the asset to multiple individuals or certification roles. To unassign an individual, click the X icon to the right of the user name or certification role. When done, select the "Save Assignments" button. A popup confirms that the asset assignments were saved.
Add Component	Selecting "Add Component" on the context menu opens the New Component Modal, which allows new components to be added to an asset. How To: Add Components to a Parent Asset To add components to an asset, open the Manage Assets Page in the Assets Module from the Main Menu. In order to create components, the parent asset must have already been created. How To: Create a New Asset To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+) icon to open the New Asset modal. You can also access the New Asset Modal by clicking the three dot (…) icon and selecting “Create Asset” from the context menu. The New Asset Modal requires the entry of an Asset Title. Optional fields include an asset description, tags, manufacturer, model number, serial number, and critical spares. Select the "Critical Component" checkbox to designate this asset as a critical component. This term is subjective for your organization to define. Designating an asset as a critical component will result in a hazard symbol being used as a visual indicator. Critical items are prioritized and show separately on the Assets Module Summary. An entire asset is designated as a critical. All components and associated tasks will also have a critical component designation. KAStrack’s default setting prevents users with an expired certification role from performing tasks (such as completing tasks, recording faults, and updating meter readings. Select the “Allow users who are expired in assigned certification roles to perform tasks” checkbox to allow a user to perform tasks regardless of their assigned certification role status. The remaining three checkbox options all relate to asset status alert preferences. The “Send an alert when the asset changes from Past Due to OK” checkbox will send an alert via email to the assigned users when the task status changes from past due (red) to current/up to date (green). The “Send an alert when the asset changes to Warn” checkbox will send an alert via email to all users assigned to the asset when the task status changes from current/up to date (green) to warn (yellow). The “Send an alert when the asset changes to Past Due” checkbox will send an alert via email to all users assigned to the asset when the task status changes to past due (red). Asset Types are customizable to your company and are created on the Settings Page of the Asset Module. Once an asset type has been created, you can select one from the dropdown menu in the New Asset Modal to enable additional filtering capabilities. Asset Types allows your organization to add customizable fields unique to individual assets. How To: Create a New Asset Type To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type will now show in the table on the Asset Type tab on the Settings page and is ready for you to add fields to. How To: Add Fields to an Asset Type {{@496}} Select the “Save” button at the bottom of the New Asset Modal to create the new asset or click “Cancel” to close the modal without saving and return to the Manage Assets Page. After an asset is created, it will appear in the Manage Asset Table where it can be managed. Identify the pre-existing asset (or component) that you would like to place this new component under, and click the three dot (…) icon to the right of the asset name in the Manage Assets table opening the Manage Asset Context Menu. Select "Add Component" opening the New Component Modal. The fields on the New Component modal ask for the same information on the New Asset Modal. For a detailed description of the fields, refer to the How To Create a New Asset page. Select the “Save” button and the component will appear underneath its asset in the Manage Asset table (if the view is expanded) where it can be managed. Subcomponents/additional child components can also be created for components if desired. Select the three dot (…) menu to the right of the component you would like to add an additional subcomponent in the asset’s hierarchal structure.
Manage Components	Selecting “Manage Components” from the context menu will open the Manage Asset Components Page where assets and their components can be managed. Only users with appropriate permissions will have access to this page.

In addition to the search and tag filters, checkboxes allow you to customize your Task Schedule view allowing you to include/exclude completed tasks and generator tasks. The Task Schedule Page has several icons. The actions associated with each icon are explained in the Task Schedule Icon Explanation Table below.

Task Schedule Page Icon Explanation Table
Icon	Meaning
	Clicking the oedometer icon opens the Update Meter Reading Modal. This icon initiates the same action as the "Update Meter Reading" option on the Task Schedule Page Context Menu. WIKI LINK HOW TO UPDATE A METER READING
	Clicking the checkbox icon is a quick link that opens the Complete Task Modal that is used to mark a task as completed and up to date. This icon initiates the same action as the "Complete Task" open on the Task Schedule Page Context Menu. WIKI LINK HOW TO LOG A TASK HAS BEEN COMPLETED
	Clicking the exclamation point icon opens the Record Fault Modal that is used to indicate an issue with an asset. This icon indicates the same action as the "Record Fault" option on the Task Schedule Page Context Menu. WIKI LINK HOW TO RECORD A FAULT
	When the page icon is visible in the Task Schedule Table, it is indicating that there is additional information available regarding the task. When the icon is clicked, an Additional Information Sections with notes appears. WIKI LINK HOW TO VIEW ADDITIONAL NOTES ASSOCIATED WITH A TASK
	Clicking the task note icon opens a text box that allows a user to add interim notes to a task without completing the task . Any previously added interim notes for this task will show when the dialogue icon is clicked. WIKI LINK HOW TO ADD INTERIM NOTES TO A TASK WITHOUT TASK COMPLETION
	The number within parenthesis indicates the number of interim notes that have been added to a task since the last completed maintenance.

The Task Schedule Page contains several buttons that enable efficient task management. An explanation of each button on the Task Schedule Page has been included in the table below.

Task Schedule Buttons Explanation Table
Icon	Meaning
Refresh Status	Clicking the Refresh Status button on the Task Schedule Page refreshes the status of the tasks shown on the Task Schedule Table processing any new task information since the page was opening. WIKI LINK HOW TO REFRESH THE TASK SCHEDULE TABLE
Take Out of Service	Clicking the Take Out of Service button on the Task Schedule Page opens a Status Confirmation Modal which states, "Are you sure you wish to take this asset / component out of service?" WIKI LINK HOW TO TAKE AN ASSET OUT OF SERVICE
View Components / Hide Components	Clicking the View Components button on the Task Schedule Page will expand the Task Schedule Table to include all tasks associated with a parent asset's components. The View Components button changes to a Hide Components button that will allow you to collapse the task schedule view. WIKI LINK HOW TO VIEW ALL COMPONENTS ON AN ASSET'S TASK SCHEDULE PAGE
View Cost and Time	Clicking the View Cost and Time button on the Task Schedule Page opens an asset's Cost and Time Summary Modal, displaying the cost and time associated with the asset's tasks. An asset's components can be included in the summary. WIKI LINK HOW TO VIEW AN ASSET'S COST/TIME SUMMARY
Add Task	Clicking the Add Task button on the Task Schedule Page opens the New Task Modal. WIKI LINK HOW TO ADD A TASK TO AN ASSET/COMPONENT
Create Permissive Group	Clicking the Create Permissive Group Button on the Task Schedule Page opens the Permissive Task Group Modal. Permissive groups allow a user to combine tasks into a group. When tasks are grouped together, the group status will only turn red if ALL of the tasks in the group become red. The status of the grouped tasks will not affect the status of the larger asset. WIKI LINK HOW TO CREATE A PERMISSIVE TASK GROUP
Apply Task Template	Clicking the Apply Task Template Button on the Task Schedule Page will open the Apply Task Template Modal. WIKI LINK HOW TO APPLY A TASK TEMPLATE FOR BULK TASK CREATION WIKI LINK HOW TO CREATE A NEW TASK TEMPLATE
With Selected	Clicking the With Selected button on the Task Schedule Page enables a user to complete or delete multiple tasks simultaneously. WIKI LINK HOW TO MARK MULTIPLE TASKS AS COMPLETE ON THE TASK SCHEDULE WIKI LINK HOW TO DELETE MULTIPLE TASKS SIMULTANEOUSLY ON THE TASK SCHEDULE

To the right of each task on the Task Schedule Table is three-dot icon that opens the Task Management Context Menu. The options available on that menu are explained in the table below.

Task Schedule Table Context Menu Option Explanation Table
Option	Associated Action
Complete Task	Selecting Complete Task from the task schedule context menu opens the Complete Task Modal. WIKI LINK HOW TO LOG THAT A TASK HAS BEEN COMPLETED
Task Files	Selecting Task Files from the task schedule context menu opens the Task Files Modal which displays files already attached to the task and can be used to upload new files or access files in the Asset Library.
Defer Task	Selecting Defer Task from the task schedule context menu opens the Defer Task Modal, where a checkbox is utilized to mark a task as deferred. WIKI LINK HOW TO DEFER A TASK
Edit Task	Selecting Edit Task from the task schedule context menu opens the Edit Task Modal, where key information regarding the task can be altered. WIKI LINK HOW TO EDIT A TASK
View Details	Selecting View Details from the task schedule context menu opens the read-only Task Details Modal. WIKI LINK HOW TO VIEW TASK DETAILS
Duplicate Task	Selecting Duplicate Task from the task schedule context menu opens the Copy Task Modal which allows you to rename the copied task before its creation. WIKI LINK HOW TO COPY AND RENAME A TASK
Task History	Selecting Task History from the task schedule context menu opens open's the Asset History Page displaying the historical logs associated with that specific task. WIKI LINK HOW TO VIEW HISTORICAL LOGS FOR A SPECIFIED TASK
Delete Task	Selecting Delete Task from the task schedule context menu opens the Delete Task Confirmation Modal which states, "Please confirm you wish to delete this maintenance." WIKI LINK HOW TO DELETE A TASK