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To view the details of a specific asset task, open the Task Schedule Page for the asset that contains the task you wish to view. How To: View an Asset's Task Schedule Select the three-dot icon to the right of the task whose details you wish to view openin...

To view the historical logs associated with a specific task, open the Task Schedule Page for the asset whose task logs you wish to view. How To: View an Asset's Task Schedule Click the three-dot icon to the right of the task whose historical logs you wish...

Additional notes associated with a task can be viewed on the Assets Home Page (for upcoming tasks only) and on an asset's task schedule page. If additional information exists for a task, a page icon will be present to the right of the task title. Clicking t...

To view all component's tasks on an asset's task schedule page, open the Task Schedule Page of the asset whose components you wish to view. How To: View an Asset's Task Schedule Click the "View Components" button below the page header and the Task Schedule...

To download attachments associated with historical tasks, open the History Page of the relevant asset. How To: View an Asset's Historical Logs Select the download icon in the Attachments Column of the Log Table opening a Download Attachments Modal that ge...

To edit the date/time of task completion for historical task records, open the relevant asset's History Page. Select the paper pencil icon in the Actions Column to the right of the historical task record you wish to edit. This opens the Edit Log Entry Mo...

To run reports on historical task records, open the relevant asset's Asset History Page. How To: View an Asset's Historical Logs Click the numbered list icon to the right of the Task Log header opening the Tasks Reports Modal.

To upload files to a task after a task has been completed, open the relevant asset's History Page. How To: View an Asset's Historical Logs Click the upload icon in the Actions Column to the right of the task record you wish to upload a file to opening the...

To view interim notes associated with historical tasks, open the relevant asset's History Page. How To: View an Asset's Historical Logs Click the Dialogue Icon in the Actions Column to the right of the task whose interim notes you wish to view opening the...

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...

Triggers with an Every period can have a time or usage parameter. When Every is selected as the period, the timing of the reoccurrence interval resets when the task is completed, regardless of the task's status prior to completion. Every Period with a Time Pa...

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 on a specific date or specific meter reading, regardless of when the previous task was actually completed. If a p...

Generate Every is a special case period designation that can have a time or usage parameter. When a task has 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 curre...

Triggers with an On Expiry period can only have a time parameter. An on-expiry trigger gives the user the ability to input the next due date (vs auto-calculating it like the other triggers based on task completion) when completing the task. Select On Expiry ...

It is possible for a task’s trigger to be based on the schedule of another pre-existing task within the same asset tree.    It is not possible to follow or copy another task’s schedule if the original task has an “on expiry” trigger. Trigger Behavior: Follow...

To download a file attached to a specific task, open the Task Schedule Page for the asset of interest. How To: View an Asset's Task Schedule Click the three dot (…) icon next to the right of title whose files you wish to view on the Task Schedule Table o...

To delete a file attached to a specific task, open the Task Schedule Page for the asset of interest. How To: View an Asset's Task Schedule Click the three dot (…) icon next to the right of title whose files you wish to view on the Task Schedule Table ope...

To create a new task for a specific asset, open the Task Schedule Page of the relevant asset. 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 associated with...