Task Window - WebTMA 5

Path: Organization > Task > Records / Identity Tab

The Task window is the foundation for all work to be performed. Information about each task is stored in this module, and it is a valuable reporting tool.

In many organizations, the person who creates work orders is not the technician who performs the work. A wide variety of people may be responsible for creating work orders; therefore, establish a standard for tasks and those who use the codes. To assure accurate reports, use the same task code for all work orders with the same or similar work requests.

If you use the optional Keys module in WebTMA, additional check boxes are visible at the bottom of the window when you check the Key Adjustment Task box near the top of the window. Key Adjustment Tasks are used to generate a work order for accepted requests from the Request Log windows and to generate a key-related work order.

How to Add Tasks

Path: Organization > Task > Records / Identity Tab

Only a few fields on this window are required. For good records and reports, complete as many fields as possible.

1. Click Add on the WebTMA toolbar.
2. Type a unique Code for the task. Reminder: Use a standard format for all codes if possible.
3. Type a Description that summarizes the job to be done.
4. Select the Type.
5. (Optional) Complete other task fields.
6. Click the Repair Centers Tab and add as many as needed.
7. Click Save on the WebTMA toolbar.

How to Edit a Task Record

Path: Organization > Task > Records / Identity Tab

NOTE: You must have appropriate user access to edit task records.

To edit an existing task:

1. Locate the task record.
2. Click Edit on the WebTMA toolbar.
3. Make the desired changes.
4. Click Save on the WebTMA toolbar.

How to Delete a Task Record

Path: Organization > Task > Records / Identity Tab

A task record cannot be deleted if it is connected to other records. If the task has been used, the task record must be retained to preserve the integrity of the data base; however, you can clear the Active check box and make the record inactive.

You must have appropriate user access to delete task records.

If the task record has never been used:

1. Locate the task.
2. Click Delete on the WebTMA toolbar. You are prompted to confirm deletion of the record.
3. Select OK on the prompt to delete the record.