Adding Tasks to Work Orders and PM Master Jobs
Adding a task to Work Order or a Preventive Maintenance Master Job is the same.
Perform the following steps to add a tasks to either:
1. Click
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. Click
to select the Charge To
6. Click Save to add the new task
Additional Tasks can be added by Clicking Add and following the steps 3 through 6 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