Assets Tasks
The module Assets Tasks is designed to register all tasks. Tasks can be based on counters, like running hours or based on time intervals. As soon as a task is scheduled, it is added to the work list.
What does the fixed interval option do?
The fixed interval option can be selected when you create a: maintenance task. safety drill. ...
How do I copy or move a category, group or task?
Right-click on a category, group or task and select Copy... or Move... Select the location to ...
How do I change the order of a category, group or task?
The same process is used to change the order of a category, group or task in MXSuite. Right-cl...
How do I create a group?
A group is used to group tasks together. This makes it easier to place all tasks with the same in...
How do I create a new task?
Click on New task... Fill out all the fields Select a Group. Select the correct interval for...
What does Requires Approval do?
The requires approval function makes sure a task is correctly executed. When this option is tic...
How do I make the task description visible in the work list?
Open the task and select the tab Task Description. Select the option Print task description ...
How do I add documents to a task?
Right-click on a task and select Edit task... Go to the tab Documents. Click on New... and se...
How do I add photos to a task?
Right-click on a task and select Edit task... Go to the tab Photos. Click New... Add ne...
How do I link spare part(s) to a task?
Right-click on a maintenance task and select Edit task... Go to the tab Parts. Click on Selec...
How do I order the required parts for a task?
Right-click on a task and select Create requisition... Select the parts you want to order. Cl...
How do I create a service request?
Right-click on a category and select Create service request... Note the reason for the service...
How do I mark a task as complete?
A task can be performed from the work list and the module Maintenance. Double-click on a task....
How do I print a work order?
Double-click on a task. Click on Print work order. The work order will open in the standard b...
How do I see the history of a task?
Right-click on a task. Select Show history. Right-click on a category, group, or task and...
How do I undo a completed task?
Go to the module History. Select Assets tasks. Right-click on the task and select Mistake. C...
How do I add a document to a completed task?
Go to the module History. Select Maintenance. Click on Search to search for the relevant main...