Assigning Tasks and Task Lists to Equipment

Tasks can be assigned to a piece of equipment, which is in turn attached to a quote, contract, or service call. Assigning tasks to equipment is especially helpful because maintenance appointments can be scheduled automatically based on the task schedule. For more information, see the section About MCC Calls.

1. Select Cards > Service Management > Service Manager. In the Service Manager window, select a customer. Select Additional, and then select Equipment.

2. In the Equipment Lookup window, highlight the piece of equipment you wish to add tasks to. Select Edit.

3. Select Maintenance Tasks in the lower right corner of the window. If there is more than one maintenance contract for this equipment, select the one you wish to edit in the Equipment Contract List window and select Select. 

4. In the Maintenance Task window, complete the following fields:Task CodeIf there are task codes already assigned to this equipment, they can be viewed using the arrows on either side of the Task Code field. If the task code you are viewing is part of a task list, the task list ID for that task will be displayed in the space below the Task Code. The arrows will scroll through all individual tasks for all task lists assigned to the equipment.Contract Task List IDDisplays the Contract Task List ID, if assigned to the Task Code.Skill LevelDisplays the technician's skill level.Standard FrequencyDisplays the Standard Frequency assigned to the Task Code.ScheduleDisplays the Schedule assigned to the Task Code.

5. The Scheduled tasks display in the scrolling window below, based on the Task Code selected. You can view and/or edit the field information.RequiredThis field defaults to marked. The Required checkbox indicates if the task is included in MCC generation.  If the Required checkbox is not marked for a scheduled date, that date is excluded from MCC generation.  The status of the field is retained during renewal.  The status is properly marked if the task date is changed prior to renewal. If the Required checkbox is disabled, this indicates the task is part of a task list that has the Control Frequency and Schedule turned on. You would need to unmark the Control Frequency and Schedule checkbox in the Contract Task List Maintenance window before you can unmark the Required checkbox in the Maintenance Tasks window. Select the Contract Task List ID hyperlink to zoom to the Contract Task List Maintenance window to unmark the Control Frequency and Schedule checkbox, click OK in the pop-up window, and then select Save. Now you can unmark any Schedule Dates as needed.While you can delete a row from the schedule, deleted rows are not included in MCC generation, and they will be regenerated during the maintenance contract renewal process.Schedule DateDisplays the schedule date based on the Standard Frequency and Schedule. Estimated HoursEnter the estimated hours for the maintenance appointment.Service Call IDDisplays the service call ID once the MCCs have been generated.Day of WeekDisplays the day of the week the date falls on.Week of MonthDisplays the week number for the month.NoteSelect to view/add task comments.

6. Select the Subtasks tab to display the subtasks for the individual task. Subtask materials can be added from the Subtask tab. See Assigning Materials to a Task.

7. Select the Estimate tab to display the estimated time and cost for the individual task. See Creating a New Task Code. Estimated hours and estimated costs for each task can be edited from the Estimate tab. 

8. The Total Hours field to the right of the scrolling section displays the total estimated hours.

9. Along the bottom of the window, the current entity information displays the Customer ID, Address ID, Location ID, Contract number, and Equipment ID.

Buttons on This Window

• Tasks: To assign an individual task to a piece of equipment, select Tasks. If you select the Tasks button while you are viewing a task code currently assigned to a task list, the new task will be added to that same task list within the record. 

  To add an individual task that should not be part of a task list, Clear the Maintenance Tasks window before choosing Tasks, or delete the task list ID that appears in the Task List ID field when the Contract Task Maintenance window opens.

• Task List: Multiple task lists can be assigned to a piece of equipment. To add a task list to the Equipment, select Task List. This will open the Copy Task List window. Select the task list you wish to copy to the equipment record and fill out all the required information in this window. For more information on completing the Copy Task List window, see Copying a task list.

• Task Material: Use the Task Materials window to add materials to the task. To add task materials to the Equipment, select Task Material.