Managing facility tasks effectively is key to keeping operations smooth and organised. Therefore, it's important to be able to create a facility task, record specific data, and deal with tasks that appear as active when they shouldn’t.
Create a facility task
To create a task for a facility, follow these steps:
Click Admin, then click Task Centre.
In the top right, click Add.
Fill in the fields with the required details.
Choose whether the task is Routine or PRN.
Set the trigger based on Lead Time or Due.
Click Save.
🤓 Tip:
Click Record Data and enter what data you want to track.
From the Data Type dropdown, select the type of data you need. For example, if you’re recording temperature, choose Number and set the minimum and maximum values that can be recorded.
Clear unnecessary tasks
If tasks appear as current, but have been cleared and are no longer necessary, follow the steps to rectify this:
Click Admin, then click Task Centre.
Click Show Discontinued.
From discontinued tasks, select the one still showing in current tasks.
Set the End date to match the Start date.
Click Save.