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Page History: Task Entry Tabs

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Page Revision: Tue, 06 Nov 2012 11:27

Task Entry Assignments Tab: This tab is used to assign the task to particular resources or users. For more information on assignments, please visit Assignments Tab Screeen Info

History: This tab is used to display the history of the task. It includes all updates, rescheduling, and notifications thathave been made and shows which User made the changes.

Task Entry Materials Tab: this tab is used to view/add/edit/delete parts associated with the task. The grid shows all current parts associated with the task. To find out more information, please visit Materials Tab Info

OS: This tab is primarily used for back-end/system set up.

Details: This tab contains more specific details associated with the task. This information cannot be editted from this screen. To find out more information, please visit Details Tab Info

Activity:this tab is used to view all activity for parts/items used for the task. For more information, please visit Task Activity Tab Info

Billing Notes:This tab is used to enter billing notes (a description of work performed).

Click Edit to enter a description of work performed in the textbox.

Click Save to save your text.

PO's: This tab displays any purchase orders linked to the service order.

Alerts: This tab allows a user to set up alerts for this task. For more information, please visit Task Alerts Tab Info

Predecessor:

Questions:

Status: This tab is used to display the status of the task. It is automatically updated when the task information is entered.

You may update the task from the Schedule Screen by right-clicking on a task box and selecting the appropriate action from the menu OR you may update the task in this screen by double-clicking the appropriate action.