Task Names

This screen allows you to maintain a file of standard Tasks, which are used in Job Orders to facilitate sub-dividing the Order into logical operational Tasks.   Task Names are User-defined and can include such names as:

Preparation

Installation

Commissioning

 

Entry and Display fields

 

Task Name: Enter the name of the Task.   Duplicates not allowed.

 

Task Status: Select either "Active" or "InActive" .

 

Description: Enter a short description of the Task.  No checks are made on this entry.

 

Department: From the drop-down list select the Department to which this Task belongs.  Departments are maintained via General>Settings>Departments

 

Default Mobility Template: From the drop-down list select the mobility Style Template that will be used with this taskname.

 

For mobility users, this setting will mean that only this Style Template will be used for this jobtask and they cannot override it with another template.

 

No Scheduling: Tick this box to stop this task from being scheduled.

 

 

Data Display Options

 

Field Position - On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Buttons

 

Close: This will close the Task Name screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will send the cursor to a new line for entry of a new Task Name.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This removes the current highlighted Task Name.

 

Set Default: If you highlight a record and click this Button then the Default Task will appear at the top of the screen.  The Default Task is used when no Task is specified when creating a Job Order.  This can be amended at any time.