Work Tasks Header Data

At the top of the module window you will see header data. This data remains at the top of your screen as you use the tabs to navigate through the record. The header fields are described in the table below:

Field Name

Definition

Task

This field allows you to identify the task you will be entering.

Note: This is a required field that features two parts: the number code and the task name or description.

Warning: Changes made to the Task code or description will only affect future records in the Work Orders system; historical data will not be updated. The codes and descriptions used previously will no longer be available for filtering.

Class

This field allows you to specify a class type for the task.

Task Status

This is a code-description field that allows you to select a status for the task, such as inactive or active.

Active Task Button

The Active Task button, if marked, signifies that the task is actively used and it should appear in the Main Task and Sub-Task  pick lists (whichever is specified).

Main Task Button

The Main Task button, if marked, further signifies that the task is considered a main task and should appear in the Main Task pick list.

Sub Task Button

The Sub Task button, if marked, further signifies that the task is considered a sub-task and should appear in the Sub Task pick list.

WO Enable

The WO Enable button, if marked, signifies that the task is considered a work task and should appear in the Word Order Task picklist.

Note: The task can be enabled in all three (WO, PM, Daily Work) or just where it is needed.

PM Enable

The PM Enable button, if marked, signifies that the task is considered a PM task and should appear in the PM Task picklist.

Note: The task can be enabled in all three (WO, PM, Daily Work) or just where it is needed.

Daily Wrk Enable

The Daily Wrk Enable button, if marked, signifies that the task is considered a Daily Work Order Task and should appear in the Daily Work Task picklist.

Note: The task can be enabled in all three (WO, PM, Daily Work) or just where it is needed.

Note: You can manually adjust the field properties so that any of these buttons are marked by default upon adding a new record. To do this, right click + Ctrl on a button and select Field Properties. Then select "Yes" in the Default Value window.

See Also

Work Tasks

Defaults Tab

WO Defaults Tab

Checklist Tab

Resources Tab

Tasks/Resulting Tasks Tab

Routing

Notifications Tab

Guideline Tab

Categories Tab

Custom Tab and Comments Tab