Tasks |
The Tasks tab enables you to view and record tasks associated with service requests. If you plan your service requests well in advance, including a description of the problem and the task, you can enter the information while the service request is still PENDING but not yet assigned to a work order. The task (or tasks) need not be on the work order once assigned. They could be simply for planning purposes.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on equipment ID, repair reason, symptom, operating restriction, segment ID, to/from marker ID, and to/from offset, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. If you specify a range, any record that crosses any part of that range will be displayed.
The Service Requests/Defects screen supports department-level and location-level access control, so you must belong to a user group with the applicable authorizations in order to make changes or updates.
The fields in the top section of this tab default from the Basic Info tab. They are read only.
Date and time entered
Date and time the service request was created.
Entered by
Identifier of the person who entered the service request.
The Tasks screen group identifies the tasks listed on the work order that was performed to fulfill this service request. These fields are optional.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Task ID
Identifier of the task associated with the service request. This field has a list box of active tasks that are defined as REPAIR GROUP or REPAIR TASK. You cannot post indirect tasks to a work order.
Tip: You can use this information to plan for tasks that need to be performed to complete the service request or to record work that was already performed to complete the service request. If you specify the service request ID when posting labor, parts, or commercial work to the associated work order, the task ID is assigned automatically.
Note:
If a service request assigned to a work order has a task ID assigned
and bar code printing is activated, the hard copy work order includes
the bar code for the task followed by the task ID and description.
If your location options require all assigned service requests to be
linked to a task on the work order or to automatically unassign unlinked
service requests, the system considers a service request to be a work
order when all tasks on this tab have a matching task ID on the Tasks tab of the work order. The
Require match between assigned service
request/defect and work performed option is still based on
the task ID on the Basic Info
tab or the tasks associated with the symptom on the service request.
Task description
Description of the task. The description displays automatically after the Task ID field is completed.
Corrected failure
Check-box in this column allows you to indicate if the specified task corrected the failure.