Work Task Steps

Introduction

Simply put, a Work Task tells the technician

what to do
where to do it
when to do it
how long it should take
and sometimes what tools or materials are needed

Work Task Steps are individual activities that a field technician or crew needs to complete as part of a larger Work Order.

Work Task Steps:

Identify individual items to complete as part of a Work Task.
Are optional and can have as many Work Task Steps as needed.
Use the Craft and Labor Rate from the Work Task.

Starting in FieldFX 26R1, you can view, create, edit, copy, and, if permitted, delete Work Task Steps in the FieldFX Mobile App. Available fields are determined by the sync profile layout.

Validation rules, required fields, and field updates configured for Work Task Steps are applied when users create or edit steps in the mobile app.

Work Task Steps can be viewed in a grid and edited individually or using grid edit mode.

See Manage Work Task Steps in the FieldFX Mobile App for mobile-specific instructions.

Key Features

Table 1. Work Task Step Fields
Feature	Description
Work Task Step	Defines the individual step within a Work Task.
Work Task	The Work Task to which this step belongs.
Sequence	Order in which to complete the work within the Work Task.
Comments	Additional information or notes related to the Work Task Step.
Complete	Indicates whether the Work Task Step has been completed.
Additional Details	Any extra information or attachments related to the Work Task Step.

Managing Work Task Steps

Add a Work Task Step

From a Work Order, select a Work Task.
From the Quick Links or Related tab, select Work Task Steps and click New.

Make the following entries in Information:

Field	Entry
Work Task Step	Name with a maximum of 80 characters.
Work Task	Defaults, but can be changed to another Work Task if needed.
Sequence (Optional)	Order in which to complete the work.
Comments	Additional information, up to 255 characters.
Complete	Leave unchecked until the work is finished.

Field

Entry

Work Task Step

Name with a maximum of 80 characters.

Work Task

Defaults, but can be changed to another Work Task if needed.

Sequence (Optional)

Order in which to complete the work.

Comments

Additional information, up to 255 characters.

Complete

Leave unchecked until the work is finished.

Add Additional Details as desired, including images.
Click Save or Save & New.

Complete Work Task Steps

Access the Work Task record and go to the Related tab.
Under Work Task Steps, select the step to complete.
Mark the Complete check box and click Save.

If you mark the Work Task as complete, FX EAM also marks all Work Task Steps as complete..

The Complete field and completion workflow described in this topic apply to the FieldFX back-office experience.

The FieldFX Mobile App does not provide an out-of-the-box completion status for Work Tasks or Work Task Steps. Administrators can use a custom completion or status field and expose that field through the mobile sync profile layout.

See Managing Work Task Steps in the FieldFX Mobile App.