Understanding Task Trigger Settings
Each task on an asset's Task Schedule has its own customizable trigger. The trigger is what sets the task's schedule and its status changes. Tasks are not required to have a trigger and can also have more than one.
Tasks that do not have a trigger will always remain current with a green status, allowing a user to track task completion, faults, and meter readings.
To customize triggers from the New Task Modal or Edit Task Modal, you select the Task Type and Trigger Behavior from the two dropdown menus.
Task Type Option Explanation Table | |
Task Type | Explanation |
Regular Task | This is the default task type. |
Corrective Task | Corrective tasks are one-time actions, not reoccurring tasks. Because of this, there is no trigger selection to be made. When a Corrective Task Type is selected, the modal changes, removing the trigger dropdown menu and offering a checkbox selection "Deferred". When the Deferred checkbox is selected, the user will have the ability to defer the corrective task, giving it a blue status in the system. |
Service Bulletin | Both the Service Bulletin and Directive Task Types are subjective. You organization can define and utilize them at your own discretion. They were designed to offer an ability to categorize tasks, but do not differ in functionality than the default, Regular Task. |
Directive | |
Regular Tasks, Service Bulletins and Directives offer an ability to customize the trigger behavior. Trigger behavior defines what is required to trigger a change in task status. The variety trigger behaviors utilized by KAStrack are explained in the table below.
Trigger Behavior Option Explanation Table | |
Trigger | Explanation |
Hits When any Trigger is Met | Allows any parameter, a calendar date or meter usage interval, to fulfill the requirement. |
Hits When All Triggers are Met | Requires all parameters are met to fulfill the requirement (could be multiple calendar dates, multiple meter usage intervals, or some combination of the two). |
Follows Another Task's Schedule | When selected, the parameter used to fulfill the requirement is based on when the original (followed) task’s trigger is altered. This trigger behavior attaches one task to another. |
Copy Another Task's Schedule | When selected, the new/edited trigger will utilize another tasks schedule to define its own, simplifying the setup process. That two task are independent of each other once copied. |
Once a Task Type is selected and the trigger behavior is defined, the frequency of the trigger can be customized by selecting the plus sign icon to the right of the Trigger dropdown menu. Trigger frequency is based on a period designation and parameter definition (time or meter usage). There are a variety of Period options that can be utilized when customizing your task's trigger settings. Each are explained in the table below.
Trigger Period Option Explanation Table | |
Period | Explanation |
Every | When the trigger is set to "Every" the timer or meter will reset when the task is completed. How To: Customize Trigger Settings with an Every Period{{@804}} |
Every (strict) | When a task has an Every (Strict) Period, the timer of the trigger is set on a specific date regardless of when the same task was previously complete. If the previous task completion was missed, the previous task will be skipped over and the next upcoming task is the only one due. When the trigger is set to "Every Strict" the timer or meter will reset on the specified schedule, regardless of the task completion date. If a previous task period was missed, the next upcoming task is the only one due. How To: Customize Trigger Settings with an Every (strict) Period{{@805}} |
Generate Every | When a task A trigger set to "Generate Every" will use the specified trigger parameters to create new one-off tasks using the same task details. How To: Customize Trigger Settings with a Generate Every Period{{@806}} |
One Time | When a task has a One Time Period, the trigger does not reoccur. How To: Customize Trigger Settings with a One Time Period{{@477}} |
Before Task | A "Before Task" trigger requires the task to be completed before another task by locking out the original task until the "Before Task" is complete. How To: Customize Trigger Settings Based on Pre-Existing Tasks{{@808}} |
On Expiry | How To: Customize Trigger Settings Based on an On Expiry Period{{@807}} |
A detailed explanation of how to complete the New or Edit Task Modal for each of the customizable Period / Parameter combinations has been included in the table also.