Adding Tasks to Work Orders

Perform the following steps to add tasks to Work Orders


On the Work Order Detail page

    1.  Click Tasks to open the accordion

    2.  Click Add

         The Tasks Detail window will appear

    3.  Enter the Description of the task to be done

         This is the only required field

    4.  Select a Charge Type from the Charge Type dropdown list

    5.  Clickto select the Charge To

    6.  Click Update to add the new task


Additional Tasks can be added by Clicking Add and complete steps 3 through 6.



Editing Tasks

Perform the following steps to edit existing tasks:


    1.  Click Edit

    2.  Make the necessary changes to the Tasks fields

    3.  Click Update


Deleting Tasks

Perform the following steps to delete a task


    1.  Click Delete

    2.  Click OK to confirm deleting the task