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Overview

Task Groups are a great way of quickly populating work orders, scheduled maintenance, projects etc. Task groups are particularly useful if you have similar assets that require the same work to be carried out. Creating task groups and associating them to specific asset categories speeds up the process of creating work orders and scheduled maintenances. It also cuts out the room for human error in terms of creating multi-asset work orders, and forgetting to add specific tasks to assets.

Create a Task Group

1. To begin, select  Maintenance, Task Groups,  and click  New .

 

2. Name the task group. 

3. Click  New  to add a tasks to the task group

 

4. Add the task details including the  Description ,  Time estimate (hours) , files (optional), the  Task Type , and click  OK . There are three task types:

1. General (no additional information required on the task)
2. Meter reading (add a meter reading on the task)
3. Text result (enter a text result such as, passed/failed, OK/No etc.)

 

5. Each task is a step in your procedure or checklist. Repeat the process for all of the tasks. When finished, click  OK . The tasks will be displayed in the  Task List  tab. 

 

6. To delete any of the tasks you simply check them off and click the blue trash icon.

 

Scheduled Maintenance Tab

In general, task groups are typically used in scheduled maintenances. Scheduled maintenances that use the task group will be displayed in the Scheduled Maintenance  tab of the task group. 

 

To remove the task group from a scheduled maintenance, select  Scheduled Maintenance , select the scheduled maintenance, and click  Delete . This will not affect any other scheduled maintenance using the task group.

 

Asset Category Tab

It is possible to assign task groups to specific asset categories. This is useful when you want to auto assign particular steps to each work order based on a particular asset category.

1. Navigate to the  Asset Category  Tab and click  New .

 

2. Select the asset category from the drop down menu, and click  OK .

Note:- You can also check the checkbox to include child asset categories.

 

3. This information will then be stored in the  Asset Category  tab as shown below.

Note:-  Removing an asset category from a task group, will remove the task group from any scheduled maintenance against an asset in that category. 

 

Files Tab

1. Files can be added to task groups just like asset, part or work order records in the CMMS. You can simply drag and drop the files, or search for them as normal. Any files attached to the task group will transfer to any work order or scheduled maintenance where the task group is used.