The Active Tasks view on the Landing Page has two sections: Due Date Breakdown and Active Task List. The Active Task Tab is the only view available to Technicians.
Due Date Breakdown
The Due Date Breakdown section provides you with a visual overview of all your active tasks by the following statuses: Overdue, Today, Next 7 Days, After 7 Days and No Due Date. You can select any of these buttons to filter the Active Task List and show only those items.
Active Task List
The Active Task List shows all your active tasks. You can filter these using the buttons in the Due Date Breakdown section.
You may also take action on a task by selecting one of the following buttons to the right of each listed task. The Add, Post, and Finish options are described in the following topics.
Add Task Comment: Select this button to add a comment to the task. See Add Task Comment below.
Post Cost: Select this button to open the Work Order Cost Entry page. See Post Cost below.
Finish/Complete Task: Click to open the Complete Task window. Not available to all users. See Finish / Complete Task below.
Print: Select this button to print the task.
Add Task Comment
Use the Add Task Comment button to open a popup window where you can quickly add comments about the task you performed. This is a quick and easy way to enter comments without having to click anywhere else in the application.
Part Cost
When Material Costs are posted to a Task from the Landing Page, the Parts list includes unavailable Parts by default; however, the secondary Part selection window gives you an option to remove from view any Parts with an available count of 0 (zero).
When you click the Post Cost button, the first window is ready for the addition of a Part.
Select the button at the upper right to open a secondary window for Part selection. Note you can use one or more filters at the top of this window to Find Parts, Filter Part Type, and Filter Manufacturer.
The Include Unavailable Parts check box is marked by default. To reduce the number of Parts in the list, you can clear the check box. Once you filter the list, it looks like the following screenshot.
Enter the quantity (EA) in the field at the right the Part or Parts you need and click the Done button at the lower right.
The initial Post Material for Task window now displays your selection and the buttons at the bottom of the window are enabled. You can Save and Post Another Cost, Save and Finish/Complete Task, or Save. As usual, you have the option to Cancel the action if needed.
Finish / Complete Task
Not all personnel have permission to finish or complete tasks. If the button is visible, you can click it to open the Complete Task popup. Like the other buttons, you can accomplish the needed goal without leaving the Landing Page.
Complete one of the Date fields, and if needed, choose a Resolution, add a Failure Code, or mark one of the appropriate check boxes (Work not done, Not Located, Failed PM).
Once you have entered the desired information, click the Complete Task button.