Adding Tasks to a Preventive Maintenance Master Job
Perform the following steps to add a task to a PM Master Job:
1. Click
| Preventive Maintenance | Search
This will open the PM Master Search Grid
2. Click on the Master Job ID
The PM Master Job Detail page will appear
3. Click Tasks to open the accordion
4. Click Add
The Tasks Detail window will appear
5. Enter the Description of the task to be done
This is the only required field
6. Select a Charge Type from the Charge Type dropdown list
7. Click
to select the Charge To
8. Click Save to add the new task
Additional Tasks can be added by Clicking Add and following the steps 5 through 8 above.
Editing Tasks
Perform the following steps to edit existing tasks:
1. Click Edit
2. Make the necessary changes to the Tasks fields
3. Click Save
Deleting Tasks
Perform the following steps to delete a task
1. Click Delete
2. Click OK to confirm deleting the task