Tasks are created and associated with equipment to form work orders.
Tasks are created and associated with equipment to form work orders. Unlimited Tasks can be created and include instructions to be used to detail work to be performed. Instructions can be entered in as much or as little detail as desired by the user. Instructions will typically be printed on work orders allowing users to review the work and steps to be completed.
In this Section
Continue down the page to get an overview of the Task List, or click in the list to go directly to a topic.
Layout
Task List displays all your records in a grid that has columns for the Task Name, Manual Only, and Templates
Task Name must be unique to each task. This column can be sorted in ascending or descending order by clicking on the column. A Search box is located above that Task Name. You can do a character search for any Task Name.
Manual Tasks
Manual Only indicates that a specific task is only utilized to create manual work orders. Task flagged as manual cannot be used for Work Templates. To flag a task as manual, click the check box for Manual Only on the add task window.
Note: These tasks cannot be used to create Work Templates.
Templates
Templates associated with a task are displayed in numeric text that can be selected by clicking on the hyperlinked value. This will produce a Templates window that will display the equipment that is associated with the Task Name record selected.
Task Instructions
Instructions are displayed for the Task Name record selected from the left panel. By default, instructions are displayed in a view panel on the right. To edit Instructions, you can select the edit icon from the utility ribbon at the top of the Task List window.
Editing a Task Name record is performed inside the Edit Task window. Modify the name of the task and select if a task will be a manual task. Manual task will available for all equipment when creating a manual work order.
Text Editor
Text editor allows users to modify the task instructions. Text can be pasted into this window or manually typed. A utility ribbon at the top will allow users the ability to apply a series of tools to the task instruction text.
Text Tools available in the Text Editor utility ribbon include: Paste, Cut, Copy, Font, Size, Bold, Italic, Underline, Strike, Highlight, Font Color, Bullets, Numbering, Multilevel, Alignment, Spacing, Tables, and Creating Hyperlinks in the body of your instructions (hovering your cursor over an icon will deploy a tool- tip describing the functionality of each text tool).
Click Save to apply changes to a task.
Example: Below is an image of just one of the many different formatting options available in the text editor. Use Hyperlinks to link to webpages documents, and to Google Documents.
Adding a Task
To add a task to the task list, follow the steps below:
- On the Home ribbon in the Work Setup group, click the click Task List button.
- The Task List window will open in front of the main Antero application.
- In the Task List grid on the left side of the window, click the
[add] to add a new record.
- The Add Task window will open in front of the Task List window.
- Enter the Tasks name under the Name heading.
- Check the Manual Only check box if the Task will be used for Manual Work Order creation only. Leave the box unchecked if the Task will be used only on Templates.
- Add instructions in the field at the bottom of the window. The formatting tools may be used to format the text.
- Click the Save button in the upper right-hand corner of the Add Task window to confirm the addition.
Editing a Task
To edit a task name and task instructions, follow the steps below:
- In the Task List, select a Task from the list and press the [edit].
- In the Edit Task window that opens, enter or update the text in the Name or Instructions fields.
- After all necessary changes or additions are made, click the [Save] button in the upper-right hand corner of the Edit Task window.
- The newly edited Task will now show up in the Task List.
Deleting a Task
To delete a Task, follow the steps below:
- On the Home ribbon in the Work Setup group, click the Task List button. The Task List window will open in front of the main Antero application.
- In the Task List grid on the left side of the window choose the Task which needs to be deleted.
- Click the [Delete] to delete the record.
- Carefully read the information in the Delete Task? window.
- Click the green Yes or red No button to confirm the deletion of the selected Task.
- The newly deleted Task will no longer be accessible from inside of Antero.