New object tasks can be created from either the:
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:
- Select Module > Objects > Task Maintenance from the main menu.
The Object Tasks window is displayed. - Click .
The Find Object window is displayed. - 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. - Search for the object for which the task is to be created.
- 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:
- Select the person who initiated the task. Either:
• type the ID number in the Initiated By ID field
• click the button. - Select the task severity from the Severity drop-down list.
- Select the task level from the Level drop-down list.
- 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. - Type the subject of the task in the Subject field.
- Type in any other details about the tasks. See Object Tasks window.
- Click .