Work Tasks
Introduction
You can use Work Tasks to define a scope of work completed at a common labor rate as defined by either a Craft or the default labor rate in Custom Settings.
You can add custom Work Tasks to any Work Order or select from predefined Standard Work Tasks.
A Work Order can contain multiple Work Tasks to define the required work and the applicable Craft or labor rate.
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Starting in FieldFX 26R1, you can manage Work Tasks and Work Task Steps for Work Orders in the FieldFX Mobile App. The fields available in the mobile app depend on the layouts configured for the user’s Sync Profile. Standard required-field checks, validation rules, and field updates apply when users create or edit records. The FieldFX Mobile App does not provide an out-of-the-box completion status for Work Tasks or Work Task Steps. If your organization tracks completion with a custom field, follow your organization’s configured workflow. See Work Tasks in the FieldFX Mobile App for mobile-specific information. |
Work Task Fields
| Field | Description |
|---|---|
Std Task |
Standard Work Task to use. |
Description |
Custom description for the Work Task. |
Work Order |
Work Order to which the Work Task belongs. |
Schedule Date |
Planned date to begin the task. |
Task Due Date |
Planned completion date. |
Planned Hours |
Total number of hours planned for the task. |
Planned Labor Cost |
Anticipated labor cost for the task. |
You can use Work Tasks to track labor completed for a Work Order.
Creating a Work Order with Initial Estimated Hours greater than zero automatically adds one Work Task.
You can adjust the Work Task and add additional Work Tasks as needed.
The default value for the Work Order’s Initial Estimated Hours is defined in Work Order Parameters Custom Settings. For more information, see Initial Est Hrs in the Work Order Parameters Custom Settings topic.
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Creating a Work Order with initial estimated labor hours of zero does not automatically generate a Work Task for the Work Order. |
Optionally, use Work Task Steps to specify multiple parts of the same Work Task as required.
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The Craft defines the labor rate at the Work Task level. You cannot change the labor rate at the Work Task Step level. If you need a different labor rate, create a separate Work Task. |
How Work Tasks Work
Work is marked complete against Work Tasks.
All Work Tasks on a Work Order roll up into the Work Order cost totals.
FieldFX EAM tracks complete, partially complete, and incomplete tasks to show projected and actual costs.
You can add Work Task Labor to track hours and costs.
Step-by-Step Guides
Add a Work Task
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Go to the Related tab of the Work Order.
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Click New next to Work Task.
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Make the following entries in Information for the Work Task:
Field Description Std Task (Optional)
Standard Work Task to use.
Description
Custom work task.
Work Order
Defaults to the selected Work Order.
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Make the following entries in Date:
Field Description Schedule Date
Planned date to begin the Work Task.
Task Due Date
Planned completion date for the Work Task.
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Make the following entry in Hours:
Field Description Planned Hours
Total number of hours planned for the Work Task.
Complete the other fields as work is completed to record actual labor hours for the Work Task.
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Make the following entry in Cost:
Field Description Planned Labor Cost
Anticipated labor costs for the Work Task.
The other fields are calculated based on the Task’s Labor Rate and the number of actual hours worked.
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Make the following entries in System Information:
Field Description Sequence
Order of tasks to complete within the Work Order.
Assigned Vendor
Third-party vendor to use for the Work Task.
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Save the task.
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Add Work Task Steps if needed.
Complete a Work Task
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Access the Work Task record and click Complete Task.
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Select Work Task Complete.
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If the task uncovered additional work that needed to be done, select Create Follow Up Work Request.
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Click Next and enter information for the follow-up Work Request type Work Order, if needed.
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Marking a Work Task as Complete also marks all associated Work Task Steps as Complete. |