Task Group
A Task Group is a collection of tasks. When managers need to create inspection plans, they must assign tasks for operators to complete.
You can use it to:
- Define and configure tasks.
- Quickly apply to inspection and maintenance plans.
| Term | Description |
|---|---|
| Pass/Fail | Indicates whether the task result is pass or fail. For example, you can use this to check if the floor is clean. |
| Text | Requires a text description for the task result. |
| Dropdown | Allows you to set predefined options for the task. |
| Range | Allows you to set a value range for the task result. |
Add Task Group - Location
- Click "+Add".
- Input "Task Group Name".
- Select "Location" as the Task Group Type.Note: If you select "Location", you need to select the related location and it can be applied to "Group Inspection".
- Select "Service Type".
- Select Location.
- Proceed to add tasks.
- Toggle the switch in the top right corner of each task to mark it as optional.Note: If you enable this option, operators can skip the task when carrying out inspection or maintenance jobs on the mobile app.
- Input "Task Name".
- Select "Task Type".
- Select whether a work order is required for abnormal task results.
- Select whether photos are required.Note: You must select "Yes" when the task type is "Meter Reading".
- Upload attachments (optional).
- Click "+Add" to add another task (optional).
- Click "Submit".
Add Task Group - Combination
- Click "+Add".
- Input "Task Group Name".
- Select "Combination" as the Task Group Type.
- Select "Service Type".
- Select the related location.
- Proceed to add tasks.
- Toggle the switch in the top right corner of each task to mark it as optional.Note: If you enable this option, operators can skip the task when carrying out inspection or maintenance jobs on the mobile app.
- Enter the task name.
- Select the location.
- Select the task type.
- Select whether a work order is required for abnormal task results.
- Select whether photos are required.Note: You must select "Yes" when the task type is "Meter Reading".
- Upload attachments (optional).
- Click "+Add" to add another task (optional).
- Click "Submit".
Import Task Group
- Click "Import" in the top right corner of the task group list.
- Download the template.
- Complete the template according to the filling instructions.
- Select the completed template and click "Confirm".