Basic Info |
The Basic Info tab enables you to display and define information about tasks, including type; whether the task is used on inventory rebuilds, PM work orders, or repair work orders; priority code; and the associated file and path name.
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Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on task ID, description, task type, related component, and asset category ID , among other values.
Detail View Header
The field in the top section of this tab defines the data that displays.
Task ID
Identifier of the task currently selected in the grid or that you are defining. This field has a list box of IDs that have a check (ü) in the Active field, which indicates that you may post charges to the task. If the ID already exists, the name displays to the right of the ID. See How do I define repair tasks?
The task ID must consist of valid bar code characters only.
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Note: You may not delete a task ID that is in use on a test result.
Detail View
Data in the bottom section of this tab define basic information about the task. Unless otherwise indicated, these fields are required.
Description
Description of the task. Free-format area.
Task type
Type of task. The type of task determines the format of the task ID. This field has a list box from the DES_MAIN table. The choices are as follows:
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REPAIR GROUP: The task ID is a code for a repair group of related tasks. All tasks that start with the first two (or three) digits of the task ID belong to the same repair group and apply to the same general subject matter, such as brakes. The Repair group task IDs are __ digits field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen specifies how many digits comprise repair groups.
Example: You define task ID 04 as a repair group for Glass. All task IDs that start with 04 are identified as glass-related tasks. You can then define task ID 041 for Replace, 042 for Clean, 043 for Tint, and so forth. See Suggested repair groups.
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REPAIR TASK: Actual repair work unit that are monitored. Normally, each task should denote a complete unit of work. Each repair task ID should begin with the repair group to which it belongs.
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PM SERVICE: Level of preventive maintenance (PM) work to perform at certain intervals. Each service includes any number of PM task codes. The level of PM work is defined on the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen.
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Note: A PM SERVICE task type may not be changed if the task is assigned to a class PM cycle or individual PM list.
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PM TASK: Single unit of work to be done as part of one or more PM services. Each PM task can belong to an unlimited number of PM services in any number of equipment classes. Each should be a single checklist item. All PM tasks comprising a PM service are listed on the PM inspection order, which is produced for each unit of equipment when a PM work order is opened for the service. The list provides a complete work assignment for the technician who is to perform the PM.
If a work order’s location ID (indicated by the first part of a work order ID) has a check in the Require employee ID for PM task checklist items field on the Work Orders - Options tab of the Data -> Setup -> Organization Structure -> Locations screen, the task must be assigned to an employee ID with a check in the Charges time field on the Scheduling tab of the Data -> Shop Activity -> Setup -> Employees -> Primary Information screen. Required to specify a repair task ID associated with a PM task. -
INSPECTION: Special inspection services incorporated into a PM program. Each inspection includes any number of PM task codes. Special inspection services are defined on the PM/Inspection Detail tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen.
If you close a work order with more than one PM service or inspection performed and that posts charges to this type of task, you must specify either YES or NO in the Update PM schedule field on the Tasks tab of the Data -> Shop Activity -> Work Order Center screen in order to have the system automatically update the equipment unit's preventive maintenance (PM) schedule. -
INDIRECT: Labor time that is not charged to work orders, such as meetings, break, cleanup, vacation, training, military leave, and administrative time.
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COST STANDARD
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GENERAL: Task used when assigning employees and vendors to a service request that has no assets (or equipment units) and has a status of OPEN or FINISHED.
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Note: GENERAL tasks may not be used on work orders.
Inventory rebuild
If this field has a check, the task ID is to be used on parts inventory rebuild work orders. This field is for information only.
Ignore comebacks
If this field has a check, the system ignores repeat performances of this task when determining whether a task is a comeback.
Always on repair work orders
If this field has a check, the task ID is automatically assigned to a newly created work order, added to the printed repair work order, and added to the Work Order Detail Report.
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Note: The task ID is not added to the work order if:
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The task type is PM TASK, COST STANDARD, or INDIRECT.
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The task does not support the work order location.
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The task does not support the equipment asset category and asset category restrictions are being enforced.
Always on PM work orders
If this field has a check, the task ID is automatically assigned to a newly created work order, added to the printed PM work order, and added to the Work Order Detail Report.
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Note: The task ID is not added to the work order if:
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The task type is PM TASK, COST STANDARD, or INDIRECT.
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The task does not support the work order location.
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The task does not support the equipment asset category and asset category restrictions are being enforced.
Active
If this field has a check, the task ID is active and will be included in task ID list boxes. Required to post charges to the task.
Repair task ID associated with PM task
Valid repair task identifier associated with a PM task. Optional, but if entered must be a task type of either REPAIR TASK or REPAIR GROUP.
If there is an ID in this field when you close a work order, a service request is generated on the Data -> Equipment Activity -> Service Requests/Defects screen for each PM task that has a completion/work accomplished code that is defined as deferred maintenance.
Work accomplished codes are specified on the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen.
See also Work order screens.
Symptom ID associated with PM task
Valid symptom identifier assocated with a PM task. Optional.
If there is an ID in this field when you close a work order, a service request is generated on the Data -> Equipment Activity -> Service Requests/Defects screen.
Default priority ID
Identifier of the default priority. This field has a list box. The priority description displays to the right of the ID. This field is optional.
When a service request with a task is added, the system uses the following hierarchy to determine the default priority ID:
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Task and equipment asset category (DES_ACAT) (applies to service requests based on task rather than symptom)
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Task (DES_MAIN) (applies to service requests based on task rather than symptom)
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Symptom and equipment asset category (SYMP_ACAT)
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Symptom (SYMP_MAIN)
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Equipment (EQ_MAIN)
The first value found is the one that is used. If both task and symptom are present, task takes priority. For multi-unit projects: if the project has a priority code, that takes precedence over the aforementioned hierarchy.
Priority IDs and their functions are defined on the Data -> Shop Activity -> Setup -> Priority Codes screen.
Benchmarking task ID
Identifier of the benchmark task that corresponds to the task ID. This field is optional. This field may be assigned a Custom List, which can be used to assist users in selecting the proper values for the field.
- To use Custom List Values, users must define a Custom List via the Custom List Values screen. Once defined, a user logged into the Admin mode of the Application may shift + left click on the Bechmarking task ID field to select a Custom List.
Associated file
Path and filename
Path and file name of a file associated with the task. This is useful if you want to associate a procedures document, diagram, or schematic with the task. Maximum field length is 255 characters. This field has a file launch button 
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Description
Description of the file associated with the task.
Override time code for indirect time
Override time code for indirect time. Enables you to specify a time code to enforce a multiplier for other than standard work. For example, the indirect task for jury duty or vacation should always have a multiplier of 0.00. Cannot have a default indirect task. This field has a list box. Only time codes with a check (ü) in the Use on labor transactions field on the Data -> Shop Activity -> Setup -> Time Codes screen may be used. This field is optional.
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Note: Entering an indirect task with an override time code overwrites the value in the Time code ID field on the Data -> Shop Activity -> Time Cards and Data -> Shop Activity -> Employee Labor Capture screens.
Time codes are defined on the Data -> Shop Activity -> Setup -> Time Codes screen.
Default account ID for indirect time
Identifier of the account associated with the indirect activity. This field has a list box. This field is optional.
Default account IDs for indirect time code IDs are specified on the Data -> Shop Activity -> Setup -> Time Codes screen.