Task

The assignment of tasks related to the work orders can be performed from the task/notes/files field. While assigning tasks to other users in the system, the task is prioritized and a due is determined. Task assignment can be made by adding the summary and description for the created task.

Assigned tasks appear on the assigned user's screen as a notification and the task is expected to be completed by considering the due date.

Create Task

The fields in the window that opens when the Create button is clicked are as follows;

  • Definition; Description of the task is entered in the field. The task may have a brief description.

  • Start Date; The date the task was created.

  • End Date; The date the task is expected to be completed.

  • Crew; Crew information responsible for the task is assigned to the selected crew task.

  • Status; Task statuses can be tracked as open, in progress and closed. When the assigned crew starts working on the task, it gets in progress status, and when it is completed, it is updated as closed.

  • Detail; This is the field where detailed explanations about the task are entered.


Notes

There is a note/explanation field about work orders. When other users review the work orders, it becomes easier to access the notes.

Create Note

The fields in the window that opens when the Create button is clicked are as follows;

  • Definition; It is the field where a short description is entered about the note, it can be like the note title.

  • Note; This is the area where the entire note to be created is saved. In this field, visuals and attachments can be added to the note. The font is customizable.


Files

With files spread across different media, you don’t have any centralised control over them. Keeping files together in a file management system with the right features can help you control access to sensitive documents.

All documents related to work orders can be uploaded in the files area. It is kept as an archive.

Documents that can be added here can be word, excel, pdf, jpeg.

Choose File

The file to be uploaded from the computer is selected by clicking the Choose button and the file can be uploaded by clicking the Upload button.

Documents that can be added here can be word, excel, pdf, jpeg.


Did this answer your question?