Tasks

Populate Empty Task Crew with Main Crew

Copies the data in the Assigned Crew field on the Work Order record to the Task Crew field in the WO Task

  • The system will not override an existing value in the task's field.

Populate Empty Task Supervisor with Main Supervisor

Copies the data in the Supervisor field on the Work Order record to the Task Supervisor field in the WO Task record.

  • The system will not overwrite an existing value in the task's field.

Populate Empty WO Task Account Number with Main number

Copies the data from the Account Number and Project Number fields on the Work Order or PM/Template record to the Account Number and Project Number fields on the Task record.

  • The system will not overwrite an existing value in the task's fields.

Prevent Task Deletion if Resource Attached

Prevents users from deleting any Work Order or Task records that attached Resources (Employees, Equipment, Contractors, Materials, Fluids). If a user attempts to delete a record they will get an error.