Recurring Tasks - Revision history

Tcampbell at 17:02, 7 December 2022

2022-12-07T17:02:54Z

Tcampbell at 17:01, 7 December 2022

2022-12-07T17:01:58Z

Tcampbell at 17:01, 7 December 2022

2022-12-07T17:01:14Z

Tcampbell at 21:29, 23 November 2022

2022-11-23T21:29:22Z

Tcampbell: Created page with "===General Information=== '''Default Menu Location''': Transaction >> Task Management >> Task Master '''Screen Name''': TASKREC '''General Description''': This screen allo..."

2022-11-23T21:19:58Z

Created page with "===General Information=== '''Default Menu Location''': Transaction >> Task Management >> Task Master '''Screen Name''': TASKREC '''General Description''': This screen allo..."

New page

===General Information===

'''Default Menu Location''': Transaction >> Task Management >> Task Master

'''Screen Name''': TASKREC

'''General Description''': This screen allows you to generate recurring service, tasks and work orders; tasks may be set up weekly, monthly, or yearly. Recurring tasks can be easily assigned to multiple resources.

The Recurring Task Generator screen is accessible from the [^task|Task Entry Screen].

'''1.''' First either create or load a task in Task Master.

'''2.''' Then, click on a cell under "Assignments" at the bottom of the Task Master screen.

[[image]]

'''3.''' Select "Recurring Task" from the menu to the left of the "Assignments" section.

[[image:recussing_button.png]]

===Fields/Filters===

[[image:recurring_gen.png]]

'''Start Date:''' Select the date the recurring tasks to start. Either type in the date, or click the calendar icon next to the field to select a date.

'''End Date:''' Select the date the recurring tasks to end. Either type in the date, or click the calendar icon next to the field to select a date.

'''Unassigned:''' Check this box to leave the task unassigned (No resource will be assigned to the task, but it will still be generated.)

'''Delete Existing:''' Check this box to delete the existing tasks from the Schedule Screen and show only the newly generated tasks. For example: if you generate your recurring tasks for the first Wednesday of every month, but change your mind and decide you want them on the second Tuesday of every month, regenerate your tasks with the new criteria and check this box. Your old tasks will be deleted and replaced with your new ones.

'''Suppress Email/Text:''' Click this radio button to prevent Email/text alerts and notifications from being sent for this recurring task This is useful for frequently repeated tasks, or for tasks that are auto-generated for a large number of resources, to reduce inbox clutter and server load.

'''Suppress Events:''' '''Placeholder Text'''

'''Copy Service Order:''' Click this radio button to generate recurring tasks for only the service order you have open.

'''Copy Work Order:''' Click this radio button to generate recurring tasks for all service orders under the work order you have open.

'''New Assignments:''' Click this radio button to add the recurring tasks to the same service order (This option is not available when generating recurring work orders).

'''New Service Orders:''' Click this radio button to create a new service order each time the task is generated

'''Resource(s)''' Search for resources to be assigned to this recurring task. Use the checkboxes to select multiple resources at once.

'''Click the __Generate__ button to create your recurring tasks. The Generation Details tab will display your new service order and work order information.'''

[[category:Task Management]]

@@ Line 21: / Line 21: @@
 [[image:recurring_button.png]]
-===Fields/Filters===
+'''4.''' Assign the appropriate fields and filters (pictured below)
 [[image:recurring_taskgen.png]]
@@ Line 47: / Line 47: @@
 '''Resource(s)''' Search for resources to be assigned to this recurring task. Use the checkboxes to select multiple resources at once.
-'''4.''' Click the Generate button to create your recurring tasks.  The Generation Details tab will display your new service order and work order information.
+'''5.''' Click the Generate button to create your recurring tasks.  The Generation Details tab will display your new service order and work order information.
 [[category: Task Management]]

@@ Line 47: / Line 47: @@
 '''Resource(s)''' Search for resources to be assigned to this recurring task. Use the checkboxes to select multiple resources at once.
-'''Click the Generate button to create your recurring tasks.  The Generation Details tab will display your new service order and work order information.'''
+'''4.''' Click the Generate button to create your recurring tasks.  The Generation Details tab will display your new service order and work order information.
-[[category:Task Management]]
+[[category: Task Management]]

← Older revision		Revision as of 17:01, 7 December 2022
Line 8:		Line 8:

	The Recurring Task Generator screen is accessible from the [[Task Master\| task entry screen]].		The Recurring Task Generator screen is accessible from the [[Task Master\| task entry screen]].
		+
		+	===Instructions===

	'''1.''' First either create or load a task in [[Task Master]].		'''1.''' First either create or load a task in [[Task Master]].

@@ Line 7: / Line 7: @@
 '''General Description''': This screen allows you to generate recurring service, tasks and work orders; tasks may be set up weekly, monthly, or yearly. Recurring tasks can be easily assigned to multiple resources.
-The Recurring Task Generator screen is accessible from the [^task|Task Entry Screen].
+The Recurring Task Generator screen is accessible from the [[Task Master| task entry screen]].
-'''1.''' First either create or load a task in Task Master.
+'''1.''' First either create or load a task in [[Task Master]].
 '''2.''' Then, click on a cell under "Assignments" at the bottom of the Task Master screen.
-[[image]]
+[[image:task_ass.png]]
 '''3.''' Select "Recurring Task" from the menu to the left of the "Assignments" section.
-[[image:recussing_button.png]]
+[[image:recurring_button.png]]
 ===Fields/Filters===
-[[image:recurring_gen.png]]
+[[image:recurring_taskgen.png]]
 '''Start Date:'''  Select the date the recurring tasks to start. Either type in the date, or click the calendar icon next to the field to select a date.
@@ Line 45: / Line 45: @@
 '''Resource(s)''' Search for resources to be assigned to this recurring task. Use the checkboxes to select multiple resources at once.
-'''Click the __Generate__ button to create your recurring tasks.  The Generation Details tab will display your new service order and work order information.'''
+'''Click the Generate button to create your recurring tasks.  The Generation Details tab will display your new service order and work order information.'''
 [[category:Task Management]]