How to create a template of task in a work order


1. In order to create a template task in a work order, go to the "Work Orders" submodule. /images/how_to/Customer WEB Center/How_to_close_WO_1.png

2. Make sure that the window for working with WO is open and accessible in the window "Work Orders". /images/how_to/Customer WEB Center/How_to_create_WO_1.png

3. Select the required work order and click on the corresponding line.

Note: If necessary, use the available filters in the fields:  "A/C Reg.", "A/C Type", "STA" and so on.

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4. Click on the button "New Template" to open the mode for creating a template task. /images/how_to/Customer WEB Center/How_to_create_WO_task_template_1.png

5. Make sure that the window for working with templates has opened and is available in the window "Add new Template Task". /images/how_to/Customer WEB Center/How_to_create_WO_task_template_2.png

6. Enter the task number in the field "Task order Number". /images/how_to/Customer WEB Center/How_to_create_WO_task_template_3.png

7. If necessary, enter the name of the basic task in the field "Basic Task order". /images/how_to/Customer WEB Center/How_to_create_WO_task_template_4.png

8. Enter the number of the task group and click in the field "Group". /images/how_to/Customer WEB Center/How_to_create_WO_task_template_5.png

9. Select the task group number from the list in the window "Group Name" and click on the corresponding line.
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10. Click on the button "Select" to select the group number. /images/how_to/Customer WEB Center/How_to_create_WO_task_template_7.png

11. If necessary, add any comments in the field "Note". /images/how_to/Customer WEB Center/How_to_create_WO_task_template_8.png

12. Enter a description of the task in the field "Description". /images/how_to/Customer WEB Center/How_to_create_WO_task_template_9.png

13. If necessary, select the task type from the dropdown list in the field "Job Type". /images/how_to/Customer WEB Center/How_to_create_WO_task_template_10.png

14. If necessary, select the task specialization from the dropdown list in the field "Skill". /images/how_to/Customer WEB Center/How_to_create_WO_task_template_11.png

15. If necessary, enter additional criteria for completing the task in the fields: "Etops", "DI(RII)", "CRIT" and so on. /images/how_to/Customer WEB Center/How_to_create_WO_task_template_12.png

16. Click on the button "Save Task" to save the task template data. /images/how_to/Customer WEB Center/How_to_create_WO_task_template_13.png

17. Make sure that the new template task is displayed in the window "Task List".

Note: If necessary, to add a task to the work order, click on the button "Add Task".

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