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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

  1. Click "+Add".
  2. Input "Task Group Name".
  3. 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".
  4. Select "Service Type".
  5. Select Location.
  6. Proceed to add tasks.
  7. 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.
  8. Input "Task Name".
  9. Select "Task Type".
  10. Select whether a work order is required for abnormal task results.
  11. Select whether photos are required.
    Note: You must select "Yes" when the task type is "Meter Reading".
  12. Upload attachments (optional).
  13. Click "+Add" to add another task (optional).
  14. Click "Submit".

Add Task Group - Combination

  1. Click "+Add".
  2. Input "Task Group Name".
  3. Select "Combination" as the Task Group Type.
  4. Select "Service Type".
  5. Select the related location.
  6. Proceed to add tasks.
  7. 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.
  8. Enter the task name.
  9. Select the location.
  10. Select the task type.
  11. Select whether a work order is required for abnormal task results.
  12. Select whether photos are required.
    Note: You must select "Yes" when the task type is "Meter Reading".
  13. Upload attachments (optional).
  14. Click "+Add" to add another task (optional).
  15. Click "Submit".

Import Task Group

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