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Task Group

Task Group, as the name shows, it is the collection of tasks. When managers needs to add maintenance plan or inspection plan, they must add some tasks for operators.

You can use it to:

  • Configure the tasks.
  • Be quickly applied to inspection and maintenance plan.

Add Task Group

  1. Click "Add"
  2. Input "Task Group Name"
  3. Select "Location", "Equipment" or "Combination" as the Task Group Type.
    Note: If you select "Location", you need to select its related location and it can be applied to "Group Inspection." If you select "Equipment", you need to select its related equipment and it can be applied to "Spot Inspection and Maintenance Plan." If you select "Combination", you need to select its related location and it can be applied to "Group Inspection."
  4. Input "Task Name"
    Note: You can select equipment or location to be combination tasks after selecting Combination as task group type

  5. Select "Task Type"
    Note:

    • Below are five task types.
    Type Description
    Pass/Fail It means that the task's result is pass or fail. The task can be whether the floor is clean, if yes, you can select pass as a result.
    Text It means that the task needs text description.
    Dropdown You can set some options about the task.
    Range You can set a range of values for the task.
    Meter Reading It helps you to carry out the meter reading task when doing inspection tasks. Only when the equipment type classification belongs to traditional meters can the task type shows up.

  6. Select yes or no under "Photo Required?"
    Note: You must select "Yes" when the task type is "Meter Reading"

  7. Upload "Technical Documents"(Optional)
  8. Toggle to switch if it's an optional task on the top right corner of each task
    Note: If you switch on the button, then the operators can skip the task when carrying out the tasks in the inspection or maintenance job on the mobile app.
  9. Click "Submit".

Import Task Group

  1. Click "Import" on the top right corner of the task group list.
  2. Download the template.
  3. Fill in the template according to the template's filling instructions.
  4. Select the completed template and click "Confirm".