Tasks Tab

The Tasks tab allows users to log miscellaneous problems associated with a piece of equipment.  Later, when someone is assigned to perform maintenance on the equipment, he or she will have a list of all the needed work.

A sample of the grid appears below. Sort records in the grid by clicking on the headings.  An arrow (highlighted in orange below) indicates whether data appear in ascending or descending order. The functions in the grid allow user to view, add, edit, or delete the record.

• Right-click in the grid to add a record.
• Right-click on an existing record for options to View Record, Add Record, Edit Record, or Delete Record.
• Double-click on an existing record to open it.

How To Log a Task

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

   

2. Define the problem in the Problem Text field.
3. Select a Status from the pick list.
4. Enter the Initiated Date (required).
5. Detail the problem or add related notes in the text-box provided.
6. Save and close the record.