Initiating Tasks
This is a prerequisite stage that enables users with the capability to issue tools and parts required for starting a task.
Click the contextual menu (blue triangle) icon under the Task Number column and then click the Initiate Task option.
The Initiate Task popup appears.
Fill out the following fields. Fields with an asterisk ( * ) are required.
These are the most relevant fields for this process. You may see additional fields on the screen which are not described in the following table.
Field Name
Description
* Task Number
The task number is auto-populated.
* Task Type
The task type value is auto-populated.
Serial Number
The asset item serialized number is displayed.
Item
The item type is auto-populated.
Task Planned Start Time
Click the calendar and date icon to update the details.
Task Planned End Time
Click the calendar and date icon to update the details.
Parts Cost
This value is auto-populated.
Parts Cost Currency UOM
The unit of measurement for that currency is displayed. (For example: USD / CAD)
State
The present state of the task is auto-populated. (New)
ETA
Click the calendar and date icon to provide an ETA for the task.
Assigned User
If desired, type the name of the user.
Assigned Role
If desired, type the role of the user.
Task Actual Start Time
This value is system generated.
Task Actual End Time
This value is system generated.
Click the Initiate Task button.
The state of the task changes from New to Awaiting Parts and Tools.