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Create Task from a Request

This feature requires a Cartegraph OMS license.

Asset with a Location Task

  1. Click the Requests tab.
OPTIONAL:Click Add Request Layer.
  1. Highlight the Request you want to create a Task for.
  2. Click View.
  3. Click 2018-04-17_1018.png.
  4. Select an Asset Type.
OPTIONAL: Select the asset’s location.
  1. Click Create.
  2. Select an Activity.
  3. Select the Start Date and Stop Date.
OPTIONAL:Select a Due Date.
OPTIONAL:Select the Priority.
OPTIONAL:Assign Labor to the Task.
  1. Click Next.
  2. Select Create TaskCreate Work Order, or Add to Existing Work Order as appropriate.
  3. Click Finish & Save.
OPTIONAL: Create another Task for the Request.
  1. Click Close.

The created Tasks display in the Requests’ Tasks section.

Non-Location Asset Task

  1. Click the Requests tab.
OPTIONAL: Click Add Request Layer.
  1. Highlight the Request you want to create a Task for.
  2. Click View.
  3. Click 2018-04-17_1018.png.
  4. Select an Asset Type.
  5. Click Non Location Assets.
  6. Select an asset.
OPTIONAL: Repeat for additional non location assets.
  1. Click Save.
  2. Click Create.
  3. Select an Activity.
  4. Select the Start Date and Stop Date,
OPTIONAL: Select a Due Date.
OPTIONAL: Select the Priority.
OPTIONAL: Assign Labor to the Task.
  1. Click Next.
  2. Select Create TaskCreate Work Order, or Add to Existing Work Order as appropriate.
  3. Click Finish & Save.
OPTIONAL: Create another Task for any other asset related to the Request.
  1. Click Close.

The created Tasks display in the Requests' Tasks section.

Asset Tasks for a Group of Assets with and without Location

  1. Click the Requests tab.
OPTIONAL: Click Add Request Layer.
  1. Highlight the Request you want to create a Task for.
  2. Click View.
  3. Click 2018-04-17_1018.png.
  4. Select an Asset Type.
  5. To add assets with a location, select the asset on the map.
OPTIONAL: Repeat for additional assets.
  1. To add assets without a location, click Non Location Assets.
  2. Select an asset.
OPTIONAL: Repeat for additional non-location assets.
  1. Click Save.
  2. Click Create.
  3. Select an Activity.
  4. Select the Start Date and Stop Date.
OPTIONAL: Select a Due Date.
OPTIONAL: Select the Priority.
OPTIONAL: Assign Labor to the Task.
  1. Click Next.
  2. Select Create TaskCreate Work Order, or Add to Existing Work Order as appropriate.
  3. Click Finish & Save.
OPTIONAL: Create another Task for any other asset related to the Request.
  1. Click Close.

The created Tasks display in the Requests' Tasks section.

Non-Asset Task

  1. Click the Requests tab.
OPTIONAL: Click Add Request Layer.
  1. Highlight the Request you want to create a Task for.
  2. Click View.
  3. Click 2018-04-17_1018.png.
  4. Select an Non-Asset.
OPTIONAL: Add the location.
  1. Click Create.
  2. Select an Activity.
  3. Select the Start Date and Stop Date.
OPTIONAL: Select a Due Date
OPTIONAL: Select the Priority
OPTIONAL: Assign Labor to the Task.
  1. Click Next.
  2. Select Create TaskCreate Work Order, or Add to Existing Work Order as appropriate.
  3. Click Finish & Save.
OPTIONAL:Create another Task for the Request.
  1. Click Close.

Mobile

In mobile there are several ways to create a Task from a Request.  The behavior of the create-task process is the same for each.

List view and Map

Select an item in the list or select an item on the map to start the create-task process.

Detail view

From the detail of a Request, if you are not editing the Request, the create-task process starts.

The create-task process allows you to choose an asset type such as Sign or Non-Asset.

The list of available asset types or Non-Asset is determined by the Request Issues library Applies to settings.  For example, the issue of Clean  may have Applies to Signs, Applies to Supports, and Applies to Non-Asset turned on in the Request Issues library.  So Signs, Supports and Non-Asset would be available when creating the Task for a Request with an issue type of Clean.

In mobile, you create one task at a time.  You might create a Task for the asset type of Sign first and then another Task for Non-Asset.

For an asset type such as Sign, there is always a location.  During the create-task process you will be required to select the asset on the map.

For Non-Asset,  you can specify the location on the map or choose not to have any location.

The Task is always associated to the Request, or associate the Task to a Work Order.

 

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