Tasks are activities linked to an asset or item, for example equipment maintenance or inspections.
Tasks can be scheduled on a once-off or on a repetitive basis.
To set up a once-off task, please follow the instructions outlined below.
Select the “Tasks” tab to navigate to the Tasks dashboard.
Click on the "Add New Task" button.
In the "Add New Task" section, provide the "Task Name" and "Description" information.
Choose the appropriate "Category" and its “Subcategory”.
Specify the "Location," including sub-location levels such as State, Site, and Area.
Add the relevant "Asset/Item".
Select a "Responsible" person by typing their name from the dropdown list.
For "Additional Information," click the black "Arrow icon" to expand the form and enter more details.
If "Automatic Close" is needed, toggle the setting to "ON" and specify the number of days.
Set the "Start Date" and "End Date" as required. An end date is not necessary for once-off tasks.
Leave the “Repeat” setting “OFF”.
By default, reminders are set to notify you one day before the task is due. To change this, adjust the “Reminder Before” setting to the desired number of days. As an option, an additional reminder can be sent (via Email or SMS) for another person by entering their email address or mobile number.
Change the “Actions Auto-Approve”, “Actions Auto-Close” settings to “ON” if required.
Use the “From File Manager” or “Select files” buttons to “Attach Document(s)” relevant to the task.
To select “Audit Form(s)”, click the “Attach Audit Form” button.
Click the appropriate “Attach” button to select an Audit Form from the Audit Library. You can repeat this process to add more Audit Forms if needed. Click “X” to exit.
Add “Comments” if required.
To save the task, click “Add New”.
The new master task will be visible on the dashboard, featuring a single scheduled sub-task. To view the sub-task, simply click the black "Arrow icon" to expand the master task.