Path: Transactions > Work Order > Records / Identity–Tasks Subtab
A task is required before you can save a work order.
To add a single task, use the Task field found below the Request field. WebTMA automatically adds your selection to the task grid at the bottom of multi-task work order page.
To add multiple tasks, use the Tasks grid on the multi-task Work Order window. Click the Add Task link in Edit mode to open the Add Task popup window. You can add more than one task to create a multi-task work order. In addition, you can assign several technicians to each task. Multiple tasks and trades are not available when you use the Single Task Work Order window.
To maintain the PM status of auto-generated PM work orders, do not change the Task Code on these work orders. WebTMA alerts you if you attempt to save such changes with a message saying, "Changing work order type, item, or task code will disconnect from the PM Schedule and affect reports. Do you wish to proceed?" 'Yes' clears the PM information from the work order. 'No' discards changes.
Once a task is performed, you can edit the task line to add information such as the finish date, failed PM, and not located. Information added to the Add Task popup window is visible for each line item in the Tasks grid of the multi-task Work Order window. Use the horizontal scroll bar to see all details. This is similar to the information displayed on the Task Info Subtab of the Single Task Work Order window.
Related topics give step-by-step instructions about adding tasks, filtering tasks, editing tasks, and other task-related actions.