Adding Resulting Tasks

To add a resulting task, complete the following steps:

1. Right-click in the grid and select Add Record. The following screen will appear:

   

2. Select a task from the pick list. This is a required field.

   Note: Only tasks marked as "Main Task" in the Header are available for selection as Resulting Tasks.

3. Enter the Frequency. This is the number of days, weeks, months, etc. before the resulting task work order is to be generated.
   Select the Occurrence Interval from the drop-down list. This is the duration of time (hours, days, weeks, months) before the work order is to be generated.
4. When the "Automatically Create Work Order using End Date" box is checked and a work order using the parent task as the main task is closed a new work order will automatically be created. The Start Date on the new work order will be based on the End Date of the previous work order and the Frequency and Occurrence Interval fields on the Resulting Task record.

   Note: The Frequency and Occurrence Interval fields work together to create a schedule. For example, if the task is swimming pool cleaning, you may select a Frequency of "3" and an Occurrence Interval of "Weeks". Using this schedule, the pool would be cleaned every three weeks. If you mark the "Automatically Create Work Order using End Date" checkbox, whenever a work order using the parent task is closed a work order will automatically be generated three weeks starting after the original Work Order's end date.

   Note: The end date is the actual completion date of the work order (listed in the Work Order module, WO tab).

5. Click to save the record.
6. Click to close the window.