Work Task Steps
Introduction
Simply put, a Work Task tells the tech what to do, where to do it, how long it should take, and sometimes what tools or materials are needed.
These are individual jobs or steps a field technician or crew needs to complete as part of a larger Work Order.
Work Task Steps:
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Identify individual items to complete as part of a Work Task.
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Are optional and can have as many Work Task Steps as needed.
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Use the Craft and Labor Rate from the Work Task.
Key Features
Task Type |
Defines what kind of work (ex, inspection, repair, install, etc.). |
Estimated Duration |
The expected length of time the task is completed. |
Assigned Resources |
Who (person or team) is assigned to the task and what they need (equipment). |
Location info |
Where the task takes place which can be different from the job’s main location. |
Status Tracking |
Shows the status and whether it is not started, in progress, or complete and track completion percentage on the Work Task. |
Dependencies |
The other tasks need completing before this task can start. |
Instructions |
Details or safety notes, including images, in a Rich Text Field. |
Linked to Work Orders |
The work order these task steps live in. |
Step by Step
Add a Work Task Step
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From a Work Order, select a Work Task
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From the Quick Links or Related tab, select Work Task Steps and click New
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Make the following entries in Information:
Field Entry Work Task Step:
80 character name.
Work Task:
Defaults, but can be changed to another Work Task if needed.
Sequence
(Optional):Order in which to complete the work.
Comments:
255 character field for additional information.
Complete:
Leave unchecked until the work is finished.
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Add Additional Details as desired, including images
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Click Save or Save & New
Recommended Reading
For more information, see:
| FieldFX Documentation | PTC ServiceMax Help Center | Salesforce Documentation |
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