To report task verifications for a work order in Work Report, follow these steps:
- Access Menu | Work orders;
- Select a work order in a state that allows reporting work and edit it. A window with the Work Order’s details will be displayed;
- Select the Tasks tab. All Work Order tasks will be displayed. Tasks of Checklist type have an indication of (…) at the end.
You can only view verification information if the work order’s state allows for reporting work.
How to classify verification tasks?
Only Checklist type tasks can be classified. To classify a task, follow these steps:
- Press the other options (3 dots) button in front of the task code. A pop up window will be displayed.
- Select a value from the Status field;
- Enter any remarks you find necessary;
- Press the Save button;
- This record will be marked for synchronization with a yellow line.
How to change the classification of tasks of the verification type?
Only Checklist type tasks that have not been synced can be changed.
- Press the other options (3 dots) button in front of the task code. A pop up window will be displayed.
- Select a new value from the Status field;
- Enter any remarks you find necessary;
- Press the Save button;
- This record will be marked for synchronization with a yellow line.
How to apply this verification to all tasks?
You can classify tasks in batch. To do this, follow these steps:
- Press the other options (3 dots) button in front of the task code. A pop up window will be displayed.
- Select a new value from the Status field;
- Enter any remarks you find necessary;
- Enable the “Apply to all” option;
- Press the Save button;
- All tasks of type Checklist will assume this setting.
The “ Apply for all” option only applies the changes to tasks of the same checklist type as the one being edited.
If there are tasks that already have a classification, it will be overwritten with the new one.
If you are verifying tasks from a route, a message will be displayed, asking you whether you want to apply these verifications to the remaining route locations/assets.
How to view the task classification integration errors?
When a synchronization error occurs, the record is signaled in red and the error is recorded in the list of errors. To learn more about the list of errors, read the Errors List article.