Tasks

Work Order Tasks are specific activities that must be completed as part of the process of completing the Work Order. These activities are often called Subtasks. A Task might be something as simple as replacing an AC filter or taking a meter reading, or as complex as repairing a water main break or installing a stretch of fiber optic cable.

The Task options found on the Work Order form correlate to records the agency established in Lucity's Work > Administration > Work Flow Setup > Task Setup module to reflect the scope of its work. Only Task Setup records marked as Subtask are available to use as a subtask.

Relationships

Tasks share important relationships with the other major elements of a Work Order:

• Task > Resources - Users add the items required to complete the work (i.e., Employees, Materials, Fluids, Equipment, Contractors, Material Kits) to each Task as Resources. This data relationship allows Lucity to control inventory and/or availability of these items and calculate the cost of completing each Task.
• Work Order > Tasks - The Resource Costs and Units quantities from all Tasks are rolled up and tallied in the Work Order's Costs fields, allowing an agency to determine the true cost of each Task and the cost of the entire Work Order.
• Tasks > Assets - Tasks and assets are related so that EAM can divide the Task costs among the Assets on the Work Order to determine the cost of the work on each Asset. More information about the Asset/Task relationship

Work Order Tasks grid

A Work Order record's Tasks grid lists all of the activities required to complete the work. These activities are often called subtasks.

Tasks can be added to a Work Order two ways: 1) Users can add them manually; or 2) the system may apply them automatically based on the Work Order's Main Task.

• - If there are Resource records (Employees, Equipment, Contractors, Materials, Fluids, Material Kits) attached to a Task and the "Prevent Task Deletion if Resource Attached" option is enabled in Work Options, the Task record cannot be deleted.

Using Grids >> Grid Tools >> Editable Grids >> Using Forms >>

How to add a Task to a Work Order

How to add the Main Task to a Work Order's Task grid

How to populate Task Dates

How to populate Task Units

How to link a Task to an Asset

How to close a Task?

How to Route Sub-Tasks (add later?)

Special Task Grid Tools

	Edit Resources	Appears in the Work Order > Tasks grid toolbar. Allows the user to quickly add or edit Resources for a Work Order Task by providing editable grids for each type of Resource.
	Running Work Clock	Appears in the first column of the Task grid. Indicates that one or more Task Resources have a currently running Work Clock.

Task Grid Record Fields

Task*	Serves as the user-defined, unique ID for the assigned activity. An agency establishes its list of Tasks in the Work > Administration > Work Flow Setup > Task Setup module. By default, this picklist displays the Tasks associated with the Work Order's Category. You may, however, opt to Show All records. If you have the Ability to Associate permission, a prompt appears when you close the record asking if you would like to associate the selected Task with the Work OrderCategory.
Seq No	States the order in which the tasks should be completed.
Task Crew	Identifies a group of employees assigned to work on the task. If the Task Crew field is left empty and the Populate Empty Task Crew with Main Crew work option is enabled, the system populates this field with the Crew listed on the Work Order.
Task Supervisor	Identifies the employee responsible for the task. The list of Supervisors represents records in the Work > Administration > Work Flow Setup > Employee Setup module that have the Supervisor field marked. By default, the list only shows employees associated with the Work Order's Category. If the Task Supervisor field is left empty and the Populate Empty Task Supervisor with Main Supervisor work option is enabled, the system populates this field with the Supervisor listed on the Work Order.
System Assembly Component	Identifies the specific part of the asset that is the focus of the task. The options for these fields are set up in Work > Administration > System Assembly Component. More information about System Assembly Components
Address	Identifies the street address where the work is to be performed.
Account #	Indicates the reference number for the general account that should be billed for the work task. An agency can configure EAM to handle account numbers in various formats. The configuration determines how users complete this field. More information about Account Number formats If the Account # field is left empty and the Populate Empty WO Acct# w/Main# option is enabled, the system populates this field with the Account # on the Work Order. The system automatically applies the Task's Account # values to related Resource records if the Resource's Account # field is left empty and the Populate empty WO Resource Acct# w/Task option is enabled.
Proj No - Acct	Indicates the reference number for a specific project account that should be billed for the work task. An agency can configure EAM to handle project numbers in various formats. The configuration determines how users complete this field. More information about Project Account Number formats If the Project No - Acct field is left empty and the Populate empty WO Acct# w/Main# option is enabled, the system populates this field with the Project Number Account # on the Work Order. The system automatically applies the Task's Proj No - Acct value to related Resource records if the Resource's Project Number Account # field is left empty and the Populate empty WO Resource Acct# w/Task option is enabled.

* Required.

More Task record fields