Details: Tasks

The Details tab displays task and categorization information:

• Task Description: The task description is displayed in the Tasks lookup when adding a task to a procedure or work order. Task descriptions can be general or specific to a type of asset.

• Category: The task category, which is used to organize and locate tasks listed in the Task lookup and List. If no category is defined, the task will be listed as Uncategorized.

• Group: A group can be defined to further organize tasks within categories. Defined task groups can be added to a work order in a single step. For example, if you had five tasks under the task group Check Fluids, you could add this task group to a work order and all five defined tasks would be listed. If you need to create a new task group, you can edit the field values.

• Display Order: The display order determines where the task will be displayed under its grouping or category.

• Active: A check box used to determine whether or not the task is active and should be displayed in Task lookups.

• Available for Service Requests: A check box used to determine whether or not the task should be available for service requests. Selecting this check box allows requesters to select this task as criteria for their service request in the Service Requester.

• Track in Asset module: A check box used to determine whether or not the task should be tracked in the Asset module. Identifying a task as tracked in the asset module ensures that the task is specifically listed in the asset's Tracked Tasks sub-tab each time the task is performed.

  As an example, you might have a procedure for a 15,000 Mile Check for all vehicles that includes a task to change the oil. When examining an asset that had this procedure performed, the history would only indicate that it had a 15000 Mile Check performed on a particular date, but would not specifically list the oil change. If, however, the oil change task was tracked in the Asset module, the activity would be specifically listed on the asset's Tracked Tasks sub-tab.

• Work Order Task lookup: Indicators used to specify if a lookup table should be used to define acceptable values or readings for the task on a work order. Check boxes are available for both the Initial and Final Reading fields, and you can use the field menus to choose the lookup table for each field.

• Require Final Reading Value in WO Task: Indicates that a reading must be recorded before the task can be completed.

  This check box is hidden by default. Use the Forms Manager to display the check box.