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Tasks - Primary Information


The Tasks - Primary Information screen for tasks enables you to display and define the organization’s repair and preventive maintenance (PM) tasks. For each task, the system tracks basic and procedure information and the related component to which the task pertains.

To learn more about each tab's functions and fields, click the applicable hyperlink.

Basic Info

Identifying information about tasks, including their task ID, description, type, and specifications about inventory rebuilds and comebacks; set default priority ID

Procedure Info

Procedures necessary to perform the task

Related Component/Warranty

Equipment components associated with the task ID for which component warranties are tracked

Asset Categories

Restrict task IDs by asset category

Product Categories

Restrict task IDs by product category

Locations

Restrict task IDs by location and vendor

Work Accomplished Codes

Restrict task IDs by work accomplished code

Default CCC Info

Default values for complaint, cause, and correction (3C) data for service requests