Open the Work > Administration > Work Flow Setup > Task Setup module.
Click the Filter tool in the module toolbar and select an existing filter or create a filter for the Task Setup records you to which you want to add Notifications.
Click Count. A pop-up indicates the number of records in the filterset.
Click OK to proceed.
Click Run. The grid displays the records that met the filter criteria.
Click the Toolkit and select Assign Notification to Task | Current Filter. The system asks whether you want to run the tool against the number of records in the filter.
Click OK.
Click the button and use CTRL + click to select the Notification(s) you wish to associate with the filtered records. (The pick-list options come from the System Configuration > Notifications module.)
Click Select. The system assigns the Notifications to all Problem records in the filterset.
Assign Notification to Problem - Selected Record(s)
Enables you to link one or more Notifications to the selected Problem Setup records using a single action.
Open the Work > Administration > Work Flow Setup > Task Setup module.
Select one or more records in the grid.
Click the Toolkit and select Assign Notification to Task| Selected Records. A pop-up appears.
Open the pick-list and use CTRL + click to select the Notification(s) you wish to associate with the selected records. (The pick-list options come from the System Configuration > Notifications module.)
Click Select.
The system assigns the Notifications to the selected Task Setup records.
Calculate Estimates from Historical Data for Current Filter
Uses historical Work Order data to estimate the time and cost required to accomplish a task(s); then, it updates the Task Setup records in the current filter with the latest estimates.
When you run the Toolkit, Lucity performs the following actions:
Identifies the Tasks represented in the filtered records.
Identifies all Work Orders (going back to a date the user selects) that list those Tasks as a Sub Task.
Finds the average value, for each Task, of the Duration Act (actual duration hours), Labor Hrs Act (actual labor hours) and Actual Cost fields on those Work Orders.
Updates the following time and cost estimate fields on the related Task Setup records:
Est. Labor Hours
Est. Labor Cost
Est Equipment Cost
Est. Material Cost
Est. Fluid Cost
Est Contractor Cost
Est. Misc. Cost
Est. Total Cost
Est Task Duration
Note: This tool considers only non-zero data when producing averages.
Open the Work > Administration > Work Flow Setup > Task Setup module.
Click the Filter tool and either select an existing filter or create a filter to identify the desired Task Setup records.
Click Run. The grid displays the records that meet the filter criteria.
Click the Toolkit and select Calculate Estimates From Historical Data | Current Filter. The system asks whether you want to run the tool against the number of records in the filter.
Click OK to continue. The following pop-up appears:
Select the Last End Date. The system will search for closed Work Orders from today's date through the End Date you select.
Click OK. The system updates the time and cost estimate fields on all Task Setup records in the filterset. A message appears in the bottom-right corner of the screen indicating the tool ran successfully.
Calculate Estimates from Historical Data for Selected Record(s)
Uses historical Work Order data to estimate the time and cost required to accomplish a task(s); then, it updates selected Task Setup records with the latest estimates.
When you run the Toolkit, Lucity performs the following actions:
Identifies the Tasks represented in the selected records.
Identifies all Work Orders (going back to a date the user selects) that list those Tasks as a Sub Task.
Finds the average value, for each Task, of the Duration Act (actual duration hours), Labor Hrs Act (actual labor hours) and Actual Cost fields on those Work Orders.
Updates the following time and cost estimate fields on the related Task Setup records:
Est. Labor Hours
Est. Labor Cost
Est Equipment Cost
Est. Material Cost
Est. Fluid Cost
Est Contractor Cost
Est. Misc. Cost
Est. Total Cost
Est Task Duration
Note: This tool considers only non-zero data when producing averages.
Open the Work > Administration > Work Flow Setup > Task Setup module.
Use Ctrl + click to select one or more Task Setup records in the grid.
Click the Toolkit and select Calculate Estimates From Historical Data |Selected Record(s). The following pop-up appears:
Select the Last End Date. The system will search for closed Work Orders from today's date through the End Date you select.
Click OK. The system updates the time and cost estimate fields on the selected Task Setup records. A message appears in the bottom-right corner of the screen indicating the tool ran successfully.
Update Account Numbers in Work Order for Current Filter
Quickly assigns a new Account Number to the task. This toolkit is useful when an agency reorganizes or when it changes its accounting structure.
Changes the Account Number associated with all the Task Setup record(s) in the filterset.
Changes the Account Number on all Work Orders that use those Tasks as Main Tasks.
Use the Filter for Work Order field to select a filterset of Work Orders that should have related subtask Account Number fields updated to the New Account Number. (required).
To search only your filters, select the My Filters Only checkbox.
Click OK. The system updates the Account # in all Work Order records in the filterset.
How to bulk assign Notification(s) to Task Setup records in the current filter 
tool in the module toolbar and select an existing filter or 
and select Assign Notification to Task | Current Filter. The system asks whether you want to run the tool against the number of records in the filter.
button and use CTRL + click to select the Notification(s) you wish to associate with the filtered records. (The pick-list options come from the System Configuration > Notifications module.)
