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Add Tasks to an Asset Model

Note:

Before adding tasks, you must first have created specialties in your company's knowledge base.

There are two main types of tasks:

The duties that are most likely to be performed on an asset
The symptoms an asset is most likely to have

These should be created for each specific model in your company's knowledge base to make it as easy as possible for users to set up PM/RM schedules and work orders in the system and to standardize the way common duties and problems are referred to in the system.

Task creation is completely flexible: you can add any number of tasks to an asset model and change them or add new ones at any time.

Sample Tasks List

The following table shows sample tasks for different model types.

Model	Tasks
Freezer (walk-in)	Cooler door will not shut Cooler has puddles of water inside Cooler is not cold enough Cooler won't keep steady temperature
Bathroom	Clean up bathroom
Door	Brace door and wall Door closer needs to be installed Door handle has come off Door is hanging off hinges Door latch is missing Door is rubbing door frame when closing Door won't close properly Door has hole in it Replace door lock Install dead bolt

Add Tasks to an Asset Model

To add tasks to an asset model, complete the following steps:

Go to Our Company > Knowledge Base > Models.
The Model search screen opens.
Click Show All Models or use the search fields to find the model you want to add tasks to.
Click the model name in the Models table.
The Model Summary screen opens.
In the Tasks region, click the Edit button.
The Tasks screen opens.
In the Tasks table heading row, click the Add New button.
The Task - Details screen opens.
Complete each of the following required fields:
- Description—Enter a short, readily identifiable description of the task or symptom
- Type(s)—Select the category that best describes the symptom or task you are defining: symptom (asset exhibits some dysfunction that needs repair); preventive (task is preventive maintenance such as periodic replacement of a part); routine (regular task done on a schedule, like cleaning a restroom); corrective (repair or replacement of a broken part). These types can be used later to locate the task using a search engine.
- Specialty—Select the service specialty to be used as default for this task or symptom
- Priority—Assign a rank to indicate the severity of the task. The list that appears is fully customizable, but would usually include priorities such as Emergency, Normal, Weekly, and Service Issue.
Complete any of the other optional fields that are relevant to the new task you are creating.
Click OK to save the task in the system.