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Overview

The Maintenance Task page allows planners and supervisors to quickly view all tasks and procedures associated with a selected work order. It provides a structured overview of the required work, including steps required to complete associated tasks. From this page, users can assign a maintenance technician to carry out the task and designate a supervisor who will be responsible for reviewing and approving the work upon completion.

The original Work Order Details can be accessed by clicking the "WO Details" button located in the top-right corner of the Task Details page. This allows users to quickly reference the full work order information without navigating away from the task view.

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Work Order can also be assigned to technicians from the Work Order’s detail page.

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Task Execution Workflow

Create the Work Order.

1. Assign an Approving Supervisor to the Work Order.
2. Assign Personnel (workers) to the Work Order or individual tasks.
3. When the task start time arrives, assigned workers carry out the task using the mobile app.
4. The Approving Supervisor reviews and approves or rejects the completed tasks either through the mobile app or on the Maintenance Logs page.

Assigning Personnel

Users can assign supervisor and technician to individual work order tasks. Assigning specific personnel ensures accountability, improves task tracking, and allows for better workload distribution across the maintenance team. Supervisors can update assignments as needed to reflect changes in availability or priority.

Assigning a Supervisor

In the Maintenance Tasks page, supervisors must be assigned to ensure tasks are visible and executable by technicians in the mobile app.

To assign a supervisor:

• Click the Assign Supervisor button on the right.

  

• A list of eligible supervisors will appear in a popup window.

• Use the search bar or scroll through the list to find the appropriate person.

• Select the checkbox next to their name to assign or unassign the selected user, then click Assign Supervisor confirm the assignment.

Once a supervisor is assigned, the work order becomes visible to assigned personnel in the mobile app when task start time arrives. The assigned supervisor will be responsible for approving or rejecting completed tasks.

Assigning Maintenance Technicians

In the Maintenance Tasks page, you can assign one or more workers (personnel) to carry out specific tasks within a work order.

To assign personnel:

• Click the Assign Personnel button.

  

• A list of available personnel will appear in a popup window.

• Use the search bar or scroll through the list to find the appropriate workers.

• Select one or multiple checkboxes next to their names to assign or unsassign the selected users, then click Add Personnel to confirm the assignment.

Once personnel are assigned, they will be able to view and start the assigned tasks via the mobile app once task’s start time arrives.

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