Defining task information

A task is a predefined set of work order activity details that may be referenced on an activity of a work order, PM schedule, or standard work order to minimize data entry and ensure consistent planning for jobs.

Define the cost of the tasks for each supplier on the Suppliers page, and then define prices for common tasks on the Prices page if you are using multi-organization security. Finally, associate qualifications with tasks to establish the minimum qualifications for an employee to perform tasks associated with work on the Qualifications page.

To define task information:

  1. Open the Tasks form.
  2. Click New Record.
  3. Organization—Enter the organization to which the task belongs if you use multi-organization security.
  4. Task—Enter a unique code identifying the task, and then enter a description of the task in the adjacent field.
  5. Class—Enter the class of the task. The classes shown belong to the TASK entity.
  6. Trade—Enter the trade with which to associate the task.
  7. Estimated Hours—Enter the number of hours estimated to complete the task.
  8. People Required—Enter the number of people required to complete the task.
  9. UOM—Enter the unit of measure for the task.
    Complete steps 10-16 only if you use the American Trucking Association’s Vehicle Maintenance Reporting System (VMRS).
    Note: Depending on your system configuration, the VMRS-related fields may not be displayed. Contact your system administrator for more information.

    The system will copy the VMRS-related information you enter on this form to all standard work order activities, PM activities, and work order activities with the selected task.

  10. Reason For Repair—Enter the reason the vehicle needs repair (Code Key 14).
  11. Work Accomplished—Enter the work performed on the vehicle (Code Key 15).
  12. Technician Part Failure—Enter the reason the technician or supplier thinks the vehicle failed (Code Key 18).
  13. Manufacturer—Enter the Manufacturer/Supplier Code (Code Key 34) to associate with the vehicle.
  14. System Level—Enter the VMRS code identifying the system, e.g., brakes, frame, suspension, needing repair (Code Key 31).
  15. Assembly Level—Enter the VMRS code identifying the subsystem needing repair (Code Key 32). The values available are based on the system-level code.
  16. Component Level—Enter the VMRS code identifying the specific component or part needing repair (Code Key 33). The values available are based on a combination of the system-level code and the assembly-level code.
    The system automatically populates VMRS Description based on the combination of the system, assembly, and component descriptions.
  17. Isolation Method—Select if the task is used as part of a lockout/tagout procedure (LOTO).
  18. Out of Service—Select to indicate the task should not display in lookups on the Standard WO form.
  19. Preferred Supplier—Enter the preferred supplier for the task.
  20. Total Price—Enter the total cost of the task per unit of measure.
    The system automatically populates Hourly Rate as the Total Price divided by the number of Estimated Hours, and the Currency.
  21. Commodity—Enter the commodity to associate with the task.
  22. Buyer—Enter the buyer (user) responsible for the task.
  23. Active Checklist—Select if the task contains active checklist items.
  24. Performed By Required—Select to indicate the identification of person performing the checklist on the task is required.
  25. Reviewed By Required—Select to indicate the identification of the person reviewing the checklist results on the task is required.
  26. Revision Status—Enter the revision status for the route.
    The system automatically populates Revision.
    Note: You can enter a Revision Status only if the PMRVCTRL installation parameter is set to Yes. Contact your system administrator for more information.
  27. WO Description—Enter the description of the follow-up work order the system will create when checklist items are selected for follow-up.
  28. WO Type—Select the work order type of the task checklist.
  29. WO Class—Enter the work order class of the task checklist. The system automatically populates WO Class Org.
  30. WO Status—Select the work order status of the follow-up work order.
  31. WO Priority—Select the work order priority of the follow-up work order.
  32. Click Translate WO Description to translate the follow-up work order description.
  33. Click Save Record.