Customize Trigger Settings with One Time Period
Selecting “One Time” as the period allows the user to create a Regular Task that only occurs once. Triggers with a “One Time” period can have a time or usage parameters.
One Time Period with a Time Parameter
Select One Time on the Period Dropdown menu. Select Date on the Parameter dropdown menu.
Clicking on YYYY-MM-DD will open a calendar modal that allows the user to select the date that the task is due.
The task status will switch from green (or yellow if a warning is set) to red when it is past due, one day after the calendar date selected.
Input a numerical value for “warn at ____ days left” to set the number of days before the task is due for a reminder.
This turns a green current / up-to-date task status to a yellow warning.
Click “Add Trigger” to save.
One Time Period with a Usage Parameter
Select One Time on the Period Dropdown menu. Select the specific meter the task is associated with on the Parameter dropdown menu.
Input a value for the meter that triggers the new task being due in the “first due at” textbox.
The task status will switch from green (or yellow if a warning is set) to red after a “Log Asset Data” or “Update Meter Reading” records a usage value greater than the value entered here.
Input a numerical value for “warn at ____ left” to set meter reading that activates a reminder that the task is approaching.
This turns a green current / up-to-date task status to a yellow warning.
Click “Add Trigger” to save.
Customizing Triggers with an Every Period
Triggers with an Every period can have a time or usage parameter. When Every is selected as the period, the reoccurrence interval resets when the task is completed, regardless of the task status prior to completion.
Every Period with a Time Parameter
Select Every from the Period dropdown menu.
There are two options for a time parameter: Date or Mon-Fri.
Select Date on the Parameter dropdown menu to create a customized recurrence interval. Input a numerical value for the recurrence interval in the first text box and select the appropriate units (Days, Weeks, Months, or Years).
Select Mon-Fri on the Parameter dropdown menu if the task should reoccur every Monday – Friday.
Input a numerical value for the recurrence interval in the first text box and select the appropriate units (Days, Weeks, Months, or Years).
Clicking YYYY-MM-DD, opens a calendar modal. Select the date the task is first due on. Note: The task status will switch from green (or yellow if a warning is set) to red when it is past due, one day after the calendar date selected.
Input a numerical value for “warn at ____ days left” to set the number of days before the task is due for a reminder. This turns a green current / up-to-date task status to a yellow warning.
Click “Add Trigger” to save.
Every Period with a Usage Parameter
Select Every from the Period dropdown menu. Select the specific meter the task is associated with on the Parameter dropdown menu.
Input a numerical value for the usage recurrence interval in the first text box.
Input a value for the meter that triggers the new task being due in the “first due at” textbox. Note: The task status will switch from green (or yellow if a warning is set) to red after a “Log Asset Data” or “Update Meter Reading” records a usage value greater than the value entered here.
Input a numerical value for “warn at ____ left” to set meter reading that activates a reminder that the task is approaching. Note: This turns a green current / up-to-date task status to a yellow warning.
Click “Add Trigger” to save.
Customizing Triggers With an Every (Strict) Period
Triggers with a Every or Every Strict Period can have time or usage parameter.
When a trigger has a Every Strict period, the trigger is scheduled for on a specific date or meter reading, regardless of when the previous task was actually completed. If a previous task was not completed, the incomplete task is skipped over and the next upcoming task is the only one due.
Every (Strict) Period with a Time Parameter
Select Every (Strict) from the Period dropdown menu. Select Date on the Parameter dropdown menu.
Input a numerical value for the recurrence interval in the first text box and select the appropriate units (Days, Weeks, Months, or Years).
Clicking YYYY-MM-DD, opens a calendar modal. Select the date the task is first due on. Note: The task status will switch from green (or yellow if a warning is set) to red when it is past due, one day after the calendar date selected.
Input a numerical value for “warn at ____ days left” to set the number of days before the task is due for a reminder. This turns a green current / up-to-date task status to a yellow warning.
Click “Add Trigger” to save.
Every (Strict) Period with a Usage Parameter
Select Every (Strict) from the Period dropdown menu. Select the specific meter the task is associated with on the Parameter dropdown menu.
Input a numerical value for the usage recurrence interval in the first text box.
Input a value for the meter that triggers the new task being due in the “first due at” textbox. Note: The task status will switch from green (or yellow if a warning is set) to red after a “Log Asset Data” or “Update Meter Reading” records a usage value greater than the value entered here.
Input a numerical value for “warn at ____ left” to set meter reading that activates a reminder that the task is approaching. Note: This turns a green current / up-to-date task status to a yellow warning.
Click “Add Trigger” to save.
Customizing Triggers Based on a Generate Every Period
Generate Every is a special case period designation that can have a time or usage parameter.
EXPLANATION OF GENERATE EVERY.
Generate Every Period with a Time Parameter
Select Generate Every on the Period dropdown menu. There are two options for a time parameter: Date or Mon-Fri.
Select Date on the Parameter dropdown menu to create a customized recurrence interval. Input a numerical value for the recurrence interval in the first text box and select the appropriate units (Days, Weeks, Months, or Years).
Select Mon-Fri on the Parameter dropdown menu if the task should reoccur every Monday – Friday.
Clicking YYYY-MM-DD, opens a calendar modal. Select the date the task is first due on. Note: The task status will switch from green (or yellow if a warning is set) to red when it is past due, one day after the calendar date selected.
Generate tasks in the past checkbox comments
Use prior period for label checkbox comments.
Click “Add Trigger” to save.
Generate Every Period with a Usage Parameter
Select Generate Every from the Period dropdown menu. Select the specific meter the task is associated with on the Parameter dropdown menu.
Input a numerical value for the usage recurrence interval in the first text box.
Input a value for the meter that triggers the new task being due in the “first due at” textbox. Note: The task status will switch from green (or yellow if a warning is set) to red after a “Log Asset Data” or “Update Meter Reading” records a usage value greater than the value entered here.
Input a numerical value for “warn at ____ left” to set meter reading that activates a reminder that the task is approaching. Note: This turns a green current / up-to-date task status to a yellow warning.
Generate tasks in the past checkbox comments
Use prior period for label checkbox comments.
Click “Add Trigger” to save.
Customizing Triggers Based on a Pre-Existing Task
It is possible for a task’s trigger to be based on the schedule of another pre-existing task within the same asset tree. Note: It is not possible to follow or copy another task’s schedule if the original task has an “on expiry” trigger.
Trigger Behavior: Follow Another Task’s Schedule
When a trigger’s behavior is set to “Follow another task’s schedule,” the original task and new task are now linked.
If the trigger for the task selected [MO1] is altered, the trigger for the task following it will be as well.
Trigger Behavior: Copy Another Task’s Schedule
When a trigger’s behavior is set to “Copy another task’s schedule,” the two tasks function independently of each other.
If the schedule for the copied trigger is altered, it has no impact on the task schedule just created. This option allows the user to efficiently duplicate task schedules with ease.
For Time Based Tasks / For Usage Driven Tasks (hours, mileage, etc.)
There are six different options to customize the frequency of a trigger.
Customizing Triggers Based on an On Expiry Period
Triggers with an On Expiry period can only have a time parameter.
Select On Expiry from the Period dropdown menu. Clicking YYYY-MM-DD opens a calendar modal. Select the date the task expires on. Note: The task status will switch from green (or yellow if a warning is set) to red when it is past due, one day after the calendar date selected.
Input a numerical value for the task to renew and select the appropriate units (Days, Weeks, Months, or Years).
Use the dropdown menu to establish if the new expiry is calculated from the Last Expiry Date or Task Performed Date.
The user can select to pad the autofill to the end of the nearest Month, Quarter, 6 Months, Year, or to not pad the autofill.
Enter a numerical value to Turn Red ___ days before expiry.
Enter a numerical value to Warn ___ days before turning red.
Click “Add Trigger” to save.
[MO1]What happens when the original task no longer occurs? Are you notified in some way?