1. In the Work Orders module, click the button to expand the desired Work Order.
2. In the Tasks grid, click the button and select Add Main Task. The toolkit runs and adds the Main Task on the Work Order to the Tasks grid.

1. In the Work Orders module, click the to expand the desired Work Order record.
2. In the Tasks grid, select one or more Task records to which you want to add contractors.
3. Click the Toolkit in the Tasks grid and select the Add Multiple Contractors | Selected Record(s) tool. The following pop-up appears:

   

4. Click the Resource picklist. A pop-up similar to the following appears:

   

   • The list initially displays Associated options of Contractors with the same Category as the Work Task. Select Show All to view Contractors associated with a different Category.
   • Use the Page arrows to navigate to additional pages of Contractors to select from.
5. Use the checkboxes to select one or more Contractors.
6. Click Select. The window returns to the original Toolkit pop-up.
7. If known enter the Units that the Contractor(s) worked.
   • To automatically calculate the Units value:
     • Mark the Auto Calculate Units box. The Units field becomes read-only, and the system calculates the Units value based on the Res Start Time and Rest End Time.

     Note: This field is checked automatically when the "Default Auto Calculate Units to True for Toolkits" Work Option is enabled.

     More about auto-calculating Units

   • To manually enter the Units value:
     • Enter the time spent on the Task in the Units field.
8. Enter the Date on which the work was performed and the Res Start Time and Res End Time.
9. Click OK. The selected contractor records are added and populated with the entered information.

1. In the Work Orders module, click the to expand the desired Work Order record.
2. In its Tasks grid, select one or more Task records to which you want to add employees.
3. Click the Toolkit in the Tasks grid and select the Add Multiple Employees | Selected Record(s) tool. The following pop-up appears:

   

4. Click the Resource picklist. A pop-up similar to the following appears:

   

   • The list initially displays Associated options of Employees with the same Category as the Work Task. Select Show All to view Employees associated with a different Category.
   • Use the Page arrows to navigate to additional pages of Employees to select from.
5. Use the checkboxes to select one or more Employees.
6. Click Select. The window returns to the original Toolkit pop-up.
7. If known enter the Units worked:
   • To automatically calculate Units:
     • Mark the Auto Calculate Units box. The Units field becomes read-only, and the system calculates the Units value based on the Res Start Time and Res End Time.
     • Note: This option is automatically enabled if the "Default Auto Calculate Units to True for Toolkits" Work Option is enabled.

     More information about auto-calculating Units

   • To manually enter Units:
     • Enter the time the employees spent on the task in the Units field.
     • Click the Time Cost button to choose the type of time the Employees worked from the pick-list.

     More information about Time Costs

     • Click the Select button.
8. If necessary, enter Regular Time Hours and/or Overtime Hours.
9. Click OK to save the record. The selected employee records are added to the task and populated with the entered information.

1. In the Work Orders module, click the to expand the desired Work Order record.
2. In its Tasks grid, select one or more Task records to which you want to add equipment.
3. Click the Toolkit in the Tasks grid and select the Add Multiple Equipment | Selected Record(s) tool. The following pop-up appears:

   

4. Click the Resource picklist. A pop-up similar to the following appears:

   

   • The list initially displays Associated options of Equipment with the same Category as the Work Task. Select Show All to view Equipment associated with a different Category.
   • Use the Page arrows to navigate to additional pages of Equipment to select from.
5. Use the checkboxes to select one or more Equipment.
6. Click Select. The window returns to the original Toolkit pop-up.
7. If known enter the amount of Units the equipment was engaged in the work:
   • To automatically calculate Units:
     • Mark the Auto Calculate Units box. The Units field becomes read-only, and the system calculates the Units valued based on the Res Start Time and Res End Time.

     Note: This option is automatically enabled if the "Default Auto Calculate Units to True for Toolkits" Work Option is enabled.

     More about auto-calculating Units

   • To manually enter Units:
     • Enter the time the equipment was in use on the task in the Units field.
8. Enter the Date the work occurred and the Res Start Time and Res End Time.
9. Click OK . The selected equipment records are added to the task and are populated with the entered information.

1. In the Work Orders module, click the to expand the desired Work Order record.
2. In the Tasks grid, select one or more Task records to which you want to add fluids.
3. Click the Toolkit in the Tasks grid and select the Add Multiple Fluids | Selected Record tool. The following pop-up appears:

   

4. Click the Resource picklist. A pop-up similar to the following appears:

   

   • The list initially displays Associated options of Fluids with the same Category as the Work Task. Select Show All to view Fluids associated with a different Category.
   • Use the Page arrows to navigate to additional pages of Fluids to select from.
5. Use the checkboxes to select one or more Fluids.
6. Click Select. The window returns to the original Toolkit pop-up.
7. If known enter the Units of the fluid used on the task.
8. If known enter the Date, Res Start Time and Res End Time.
9. Click OK. The selected Fluids are added to the task and are populated with the entered data.

1. In the Work Orders module, click the to expand the desired Work Order record.
2. In the Tasks grid, select one or more Tasks records to which you want to add materials.
3. Click the Toolkit in the Tasks grid and select the Add Multiple Materials | Selected Record(s) tool. The following pop-up appears:

   

4. Click the Resource picklist. A pop-up similar to the following appears:

   

   • The list initially displays Associated options of Materials with the same Category as the Work Task. Select Show All to view Materials associated with a different Category.
   • Use the Page arrows to navigate to additional pages of Materials to select from.
5. Use the checkboxes to select one or more Materials.
6. Click Select. The window returns to the original Toolkit pop-up.
7. If know enter a number of Units of the material used on the task.
8. If know enter the Date, Res Start Time and Res End Time.
9. Click OK. The selected Materials are added to the task and the field are populated with the entered data.

1. In the Work Orders module, click to expand the Work Order record you wish to run the Toolkit on.
2. Open the Tasks grid.
3. Click the Toolkit and select Add Multiple Tasks. A pop-up similar to the following appears:

   

   • The list initially displays Associated options of Tasks with the same Category as the PM/Template. Select Show All to view Tasks associated with a different Category.
   • Use the arrows to navigate to additional pages of Tasks to select.
4. Use the checkboxes to select one or more Tasks.
5. Click Select. The selected Tasks now appear in the selected Work Orders > Tasks grid.

1. In the Work Orders module, click the to expand the desired Work Order record.
2. In the Tasks grid, select one or more Task records that you want to mark as complete.
3. Click the button in the Tasks grid and select the Complete | Selected Record(s) tool. A prompt appears, asking the user to confirm the number of records that will be affected by the action:

   

4. Click OK. The tool changes the Status of each selected Task to "9 - Complete."

1. In the Work Orders module, click the to expand the desired Work Order record.
2. In the Tasks grid, select the Task record that lists the Resources you want to copy. (This Toolkit is available only when a single Task is selected.)
3. Click the button in the Tasks grid and select the Copy Resources from Selected Task to another Task on this Work Order | Selected Record(s) tool. The following pop-up appears, displaying two pick-list fields:
   • The first pick-list shows all of the Resources associated with the selected Task.
   • The second lists all of the other Tasks on the Work Order.
4. Click the Resources on Task button and choose all of the Resources you'd like to copy to another Task.

5. Click Select.
6. Click the Tasks on WorkOrder button and choose the Task(s) you'd like to copy the designated Resources to.

7. Click Select.
8. Click OK. A message appears in the bottom-right corner of the screen to indicate that the action was successful. The selected Resources now appear in the Resource grids of the designated Task(s).

1. In the Work Orders module, click the to expand the desired Work Order record.
2. In the Tasks grid, select the Task record to which you want to link assets. (This toolkit is available only when 1) a single Task is selected, and 2) there is at least one Asset on the Work Order.)
3. Click the button in the Tasks grid and select the Link Assets to Tasks | Selected Record tool. The pop-up appears with a list of the work order's assets.
4. Select one or more Assets.
5. Click Select. The toolkit adds the Task to the Associated Tasks grid(s) of the selected Asset(s).

Part 1: Select the Crews

1. In the Work Orders module, click the to expand the desired Work Order record.
2. In the Tasks grid, select one Task record. This Toolkit is available only when a single Task is selected.

   Click the button in the Tasks grid and select the Populate Crews for Task | Selected Record tool.

3. Select a Task Crew. (By default, the pick-list displays Crews associated with the Work Order's Category. To see all Crew options, click the Show All button at the bottom of the pop-up.)
4. Click Select.
   1. To add the selected Crews to the Task without recording their hours, click OK. The system adds the people on the Crew to the Task's Employees grid. Users can add Employee hours at a later time using the Populate Dates and Hours toolkit.
   2. To add Crew hours, follow the instructions below.

Part 2: Enter Crew and Equipment Hours

1. If the selected Crew includes Employees and you know how much time those people will work/have worked, enter those hours using one of the following strategies:
   • Automatically calculate Units.
     • Mark the Auto Calculate Units box. (The system automatically checks this box if the "Default Auto Calculate Units to True for Toolkits" Work Option is enabled.) The Employee Units and Equipment Units fields becomes read-only. The system will automatically calculate the Units fields using the values entered in the Date, Res Start Time and Res End Time are populated.
   • Manually enter Units.
     • Select the appropriate Employee Time Cost from the pick-list and click Select. Then, enter the number of Employee Units worked.
       OR
     • Enter either Regular Time Hours and/or Overtime Hours.
2. If Equipment is associated with the selected Crew, select the appropriate Equipment Time Cost and click OK. Then, enter the number of Equipment Units.
3. Select the Date that the work occurred.
4. Enter the Res Start Time and Res End Time, if desired.
   • If the Auto Calculate Units field is checked and the user enters values in the Res Start/End Time fields, the system uses this data to calculate the resources' Units.
   • If the Auto Calculate Units field is checked and the user leaves the Res Start/End Time fields blank, they will need to be populated later on each resource for the Units fields to calculate.
5. Enable the Update Task End Date to Resource End Date if Resource End Date > Task End Date, if desired. This option is useful to ensure that the Task End Date reflects the end of the Crew's work.
   • This option is not available if your agency has the Enforce Task End Date = Start Date option enabled in Work Options.
6. Click the OK button to save the record. The system adds the people on the Crew to the Task's Employees grid and any Equipment associated with the Crew to the Task's Equipment grid .

1. In the Work Orders module, click the to expand the desired Work Order record.
2. In the Tasks grid, select one or more Task records.
3. Click the Toolkit and select Populate Dates | Selected Record(s). The following pop-up opens:

   

4. Enter the Task Start Date and Task End Date (required).
5. Enter a Task Start Time and/or Task End Time, if you want to track the exact amounts of time it took to complete the task.
6. Click OK. The system populates the Task Start Date/Time and Task End Date/Time fields on the selected Task records and any Resource records associated with those Tasks.

1. In the Work Orders module, click the to expand the desired Work Order record.
2. In the Tasks grid, select one or more Task records.
3. Click the button and select Populate Units | Selected Record(s). The following pop-up appears:

   

4. Enter the # of Units (required).
5. Click OK. The system updates the # of Units field on the selected Task record(s) and checks the Lock Units box..

1. In the Work Orders module, click the to expand the desired Work Order record.
2. In the Tasks grid, select one or more Tasks records.
3. Click the Toolkit and select Populate Units and Dates | Selected Record(s). The following pop-up opens:

   

4. Enter a Task Start Date (required) and Task End Date (required).
5. Enter a Task Start Time and Task End Time.
6. Enter # of Units (required).
7. Click OK. The tool populates:
   • the Task Start Date/Time and Task End Date/Time fields on all selected Tasks;
   • the Units fields on all selected Tasks; and
   • the Res Start Date/Res Start Time and Res End Date/Res End Time fields on any Resource records associated with the selected Tasks. (The Units value, however, is not copied to Task Resource records.)
   • The tool also updates the the Total Cost of the Task by multiplying the Units by the Unit Cost.