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 uses a Generate Every Period, the task no longer utilizes a repeating trigger. A new, one-off task will be created (with the same details as the task currently being created) whenever the previous task's parameters are met. ~~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~~this task to be completed before ~~another~~a ~~task~~selected task. by locking out the original task until ~~the "Before Task"~~it is complete. How To: Customize Trigger Settings Based on Pre-Existing Tasks {{@808}}
On Expiry	An on-expiry trigger gives the user the ability to input the next due date vs auto-calculating it like the other triggers. 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.