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Cartegraph Campus

About Tasks

A tasks is a record of work. The task shows who worked on it, what resources are used, and when it took place.

Other details include:

  • Tasks can only be associated to one asset or equipment record.
  • Tasks without an asset association have an Asset Type of Non-Asset.
  • Create tasks from Home, Work, Assets, Resources, Requests, and Summary tips for selected records.
  • Tasks statuses are Projected, Planned, In Progress, Canceled, or Completed.

Task Details Shared with Asset and Equipment Records

  • The associated task roll-up costs over time display.
  • View the maintenance history including when the asset is installed, replaced, inspected, and maintained.
  • Track task history.
  • View the inspection history.

Activity List

  • Associate each Activity in the Activity library to any Asset Type, including Non-Asset.
  • You cannot save or go to the next step, with a value that is not in the list.
  • Only Activities related to the selected record display in the Activity field.

Task Date Behavior

Start Date

  • If the Start Date or Time is before today or now, the Actual Start Date is set.
  • If the Start Date or Time is after now or today, the Estimated Start Date is set.

Stop Date

  • If the Stop Date or Time is before today or now, the Actual Stop Date is set.
  • If the Stop Date or Time is after today or now, the Estimated Stop Date is set.

Status Behavior

  • The default Status is Planned.
  • Status of In Progress sets the Actual Start Date to Now.
  • Status of Completed sets the Actual Stop Date to Now.
  • Status of Canceled sets the Actual Stop Date to Now.
  • Status of Projected is only set by the Preventative Maintenance Plan, and the date recommended by the trigger sets the Estimated Start Date.
  • Date fields are overwritten when empty.
  • Dates update in real time as you change the status.
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