An Asset's Task Schedule Page

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.

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.

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.

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.

Edit

Selecting "Edit" on the context menu opens the Edit Asset Modal, which is used to alter asset details.

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.

Add Component

Selecting "Add Component" on the context menu opens the New Component Modal, which allows new components to be added to an asset.

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.

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.

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.

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.

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.

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.

The number within parenthesis indicates the number of interim notes that have been added to a task since the last completed maintenance.

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.

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?"

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.

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.

Add Task

Clicking the Add Task button on the Task Schedule Page opens the New Task Modal.

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.

Apply Task Template

Clicking the Apply Task Template Button on the Task Schedule Page will open the Apply Task Template Modal.

With Selected

Clicking the With Selected button on the Task Schedule Page enables a user to complete or delete multiple tasks simultaneously.

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.

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. 

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.

View Details

Selecting View Details from the task schedule context menu opens the read-only Task Details Modal.

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.

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.

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."