Creating new object tasks

New object tasks can be created from either the:

• Object Maintenance - Tasks tab
• Object Tasks window.

A task can consist of one or more related activities.

Selecting an object for a new task

To select an object for a new task:

1. Select Module > Objects > Task Maintenance from the main menu.

   The Object Tasks window is displayed.

2. Click .

   The Find Object window is displayed.

   

3. Either:
   • scan or enter the Barcode, if the object is barcoded
   • enter the object number, if you know the Object Number
   • click , if you do not know the Object Number.

   The Object Search window is displayed.

4. Search for the object for which the task is to be created.

   

5. Click .

   The Maintain Object Task window is displayed, showing the details of the selected object.

   

Updating the task details

To update the details of the new object task:

1. Select the person who initiated the task. Either:
   • type the ID number in the Initiated By ID field
   • click the button.
2. Select the task severity from the Severity drop-down list.
3. Select the task level from the Level drop-down list.
4. To allocate the task, select the name of a task staff member from the drop-down list in the Allocated To field.

   Tip: Leave this field blank if the task is not being allocated immediately. To allocate the task later, see Allocating object tasks.

5. Type the subject of the task in the Subject field.
6. Type in any other details about the tasks. See Object Tasks window.
7. Click .

Last modified: 2/03/2017 5:47:35 PM

© 2017 Synergetic Management Systems. Published 20 July 2017.