Create a New Task
To create a new task for a specific asset, open the Task Schedule Page of the relevant asset. WIKI LINK HOW TO VIEW AN ASSET'S TASK SCHEDULE
Select the "Add Task" button opening the New Task Modal.
Input the Task Name and any tags you want to be assiciated with the task.
Select the Task Type and the Trigger Behavior from the dropdown menu. A detailed explanation of Task Trigger Settings has been included in the user manual. WIKI LINK UNDERSTANDING TASK TRIGGER SETTINGS
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Clicking the field beneath "Can be Performed by" opens a dropdown menu. The option "All assigned" allows any user assigned the asset the ability to complete the specific task. Individual users assigned the asset can be individually assigned to the new task.
INSERTClick TABLEthe WITH"Always WIKIshow LINKon HOWAssets TOSHome" checkbox if you would like this task to show on the Upcoming Task Table, regardless of the status.
Click the "Hide 'Notes from Task' when completing this task" checkbox if you want to hide notes regarding this task when logging the task as complete.
WIKIClicking LINKthe HOWfield TObeneath "When performing a task" opens a dropdown menu with options to require a file upload when a task is completed and/or require a meter reading when a task is completed. All meters associated with the asset will be listed individually on the dropdown menu.
Inputing a Cost and Duration (time in hours)_associated with a task allows the system to generate Cost/Time Summaries for an asset and its components. Additional information regarding the task can be included in the final textbox.
Select "Save" after inputting the task details.
A popup confirms that the task has been saved. It now shows on the asset's Task Schedule Table.