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Task Processing

Managing and completing a Task. - To Process this Task, we will look at the screen from a mobile engineers smartphone. However, the task can be processed from any Duet capable device, i.e. PC or Tablet.

When a Task has been scheduled for a user, it can be seen in several places.

When a user signs in to Duet, the Dashboard is displayed.

Tasks created for this user will increase the counter in both Notifications and the Task List

Dashboard

Service Menu

Opening the Notifications system and tapping the Task will open it for processing.

Notifications

Notification

Or you can Open the Task from the Task List section.

Task List

Process1

The Task List will display Tasks scheduled for this user. You can open the Task to examine its details with the icon.

The Service Task

Process1

The Service Ticket can be viewed using the icon.

Use the Action Menu to suppress all menu options for a full screen view.

Service Ticket View

Process3

If we collapse the Ticket View using the icon we return to the Task View

With the Action Menu collapsed we see more details of the Task.

Task View (page1)

Process4

This screen gives details about the Task, creator and controllers (Allocated To) and the type of Task.

Scrolling down the screen will show further Task Information :

Task View (page2)

Process5

Task description, location and Inventory (if any) information.

A final scroll takes us to the end of the Task page.

Task View (page3)

Process6

Here we can view any attachments, examples may be pictures or documents related to the site or equipment to be worked on.

You would also see users (self included) who are scheduled to works on this task with dates and times.

The icon can be used to open views of any information related to this Task :

  • Parts Issued
  • Timesheets
  • Expenses
  • Requisitions
  • Milestones

As we have not entered any data for the Task at this point they should all be empty apart from Milestones that will show target times for progressing this Task.

Using the Action Menu we can see actions we can perform to progress the Task.

Task Actions

Process7

The icon can be used to expand the available actions if needed.

Task Actions (Expanded)

Process8

Note - The number of actions shown here will vary depending on the progress state of the Task and the settings in the Task Type.

If you are not set as a Service Controller some actions will not appear. These are shown in Italics in this list.

Actions are as follows:

  • Task Comments - Add and View Comments for this Task.

  • Task History - View the History for this Task.

  • View Service Ticket - See Ticket Details.

  • Hold Task - Places this Task on Hold, you can enter reasons. (The Hold only affects you. Other scheduled users can still update this Task).

  • Resume Task - Take this Task off Hold when issue resolved.

  • Schedule Task - Schedule a user to work on this task. Uses non - calendar schedule.

  • Unschedule Task - Remove a scheduled user from this task.

  • Task Scheduler - Schedule users via the Calendar Scheduler.

  • Allocate Task - Allocate a controller for this Task.

  • Start Travel / Preparation- Update the Task Status as you begin to travel to perform work / preparation.

  • Complete Travel / Preparation - Mark this as complete.

  • Start Work - Begin the work phase.

  • Complete Work - Complete Work Stage.

Starting to progress the Task

  • In this example we will look at a mobile user - :
  • Starting the Task, navigating and traveling, working and then adding parts used, recording images and signatures. Finally completing the Task.

Start Travel

Start

Select Start Travel. This will 'Open' the Task in a Traveling State. This change of state will be visible to the Ticket controller.

Start Entry

The system will insert Date and Time, Notes can be entered if required. Save the entry.