Overview:
Task Review is the place to find tasks and work orders. Here you can:
- Locate completed tasks
- View work orders assigned to each operator
- Quickly create and assign work orders or remove unnecessary tasks
- Reopen, mark as complete, or delete work orders
- View important notes or photos captured by operators
Requirements:
- Tasks created and assigned.
Process:
- Navigate to Operations>Review>Task Review
- Use the filters along the top to narrow down the list of tasks and work orders as needed
You can quickly create and assign work orders or remove unnecessary tasks by filtering to the task in question and selecting Actions.
While removing an unnecessary task, make sure there are no activity records or existing work orders associated with the task.
To reopen, mark as complete, or delete existing Work Orders associated with a Task, filter to the Task in question. Next to the Work Order, click Actions and select the appropriate action.
The Task Review page is also a great place to view photos or notes captured by Operators. Filter for Work Orders containing notes or photos, then click for a larger view of the image if needed.
Related Articles:
How Can I create tasks and work orders?
Getting Started: Activity Records
Task and Work Order Completion Rules