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Task Generation

Task Generation Path: Maintenance>Transaction>Task Generation A Task generation screen is used to assign a particular activity to a specific asset on a required date.
  1. Type: When the task is generated for the asset then the asset type is needed to be selected. Similarly, the machine type, resource type, and work type is needed to be selected when generating tasks for the machine, resource, and work respectively.

2. Asset Type: Once the asset type is selected, now choose the specific asset type from the list. The list will display the existing asset types.

3. Asset: The asset type will have various assets owned by the organization. Select the particular which needs maintenance or any other activities.

4. Party Branch: The party branch is a branch name where the asset is located. The asset will be used by some other branches of the organization.

5. Activity: Select the type of activity that needs to be performed on the asset. The activity might of any type such as cleaning, repairing, servicing, etc. The list will display the already created activities, choose as per requirement.

6. Task Date: Select the date when the selected activity will be performed.

7. Click the Save button.

Contents

Revisions

  • June 29, 2021 @ 10:17:10 [Current Revision] by Surya BALAMURUGAN
  • June 29, 2021 @ 10:17:10 by Surya BALAMURUGAN
  • June 29, 2021 @ 07:40:01 by Surya BALAMURUGAN

Revision Differences

June 29, 2021 @ 07:40:01Current Revision
Content
Deleted: Task Generation 
 Added: <strong>Task Generation</strong>
Deleted: Path: Maintenance&gt; Transaction&gt;Task Generation Added: <strong>Path: Maintenance&gt; Transaction&gt;Task Generation</strong>
Deleted: &nbsp; 
 Added: A Task generation screen is used to assign a particular activity to a specific asset on a required date.
 Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Task- Generation_01.png"><img class="size-full wp-image-14576 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Task- Generation_01.png" alt="" width="402" height="373" /></a>
 Added: <ol>
 Added: <li><strong>Type:</strong> When the task is generated for the asset then the asset type is needed to be selected. Similarly, the machine type, resource type, and work type is needed to be selected when generating tasks for the machine, resource, and work respectively.</li>
 Added: </ol>
 Added: <p style="padding-left: 30px;"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Task- Generation_06.png"><img class="size-full wp-image-14581 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Task- Generation_06.png" alt="" width="282" height="109" /></a>2. <strong>Asset Type:</strong> Once the asset type is selected, now choose the specific asset type from the list. The list will display the existing asset types.</p>
 Added: <p style="padding-left: 30px;"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Task- Generation_05.png"><img class="size-full wp-image-14580 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Task- Generation_05.png" alt="" width="523" height="257" /></a>3. <strong>Asset:</strong> The asset type will have various assets owned by the organization. Select the particular which needs maintenance or any other activities.</p>
 Added: <p style="padding-left: 30px;"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Task- Generation_04.png"><img class="size-full wp-image-14579 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Task- Generation_04.png" alt="" width="535" height="138" /></a>4. <strong>Party Branch:</strong> The party branch is a branch name where the asset is located. The asset will be used by some other branches of the organization.</p>
 Added: <p style="padding-left: 30px;"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Task- Generation_03.png"><img class="size-full wp-image-14578 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Task- Generation_03.png" alt="" width="603" height="261" /></a>5. <strong>Activity:</strong> Select the type of activity that needs to be performed on the asset. The activity might of any type such as cleaning, repairing, servicing, etc. The list will display the already created activities, choose as per requirement.</p>
 Added: <p style="padding-left: 30px;"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Task- Generation_02.png"><img class="size-full wp-image-14577 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Task- Generation_02.png" alt="" width="522" height="264" /></a>6. <strong>Task Date:</strong> Select the date when the selected activity will be performed.</p>
 Added: <p style="padding-left: 30px;">7. Click the <strong>Save</strong> button.</p>

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