Task Resource Management Setup and Review

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Overview

Task Resource Management panels allow you to set up tasks and maintenance procedures to manage and review.

Prerequisites

  • Access to the Task Resource Management system.
  • Permissions to modify task resources.

Steps

Task Resource Setup

  1. Access the Menu
    - Click any Menu button.
  2. Navigate to Setup
    - Click on the Setup tab.
    - Select Task Resource Setup in the Business Setup section.

  1. Load Task Resource Setup Screen
    - This loads the Task Resource Setup screen.

  1. Add a New Task Resource
    - Click Add.

  1. Configure Task Resource
    - Enter a name for the Task resource.
    - Choose a resource to Copy From or leave it as a New resource.

  1. Configure Resource Group
    - Configure your resource group.
    - Link it to a unit or units.
    - Set an amount.
    - Determine how many tasks can be done in advance.
    - Set the frequency interval and amount in relation to the interval for the task.
    - Upload any documents related to the task.
    - Bulk edit individual tasks in the resource group based on location and start date.

  1. Rating and Questions
    - There is a Rating section where the task resource can be rated.
    - Rating Description allows you to set the Label for each rating level.
    - The labels represent what the star level indicates.

  • The Questions section allows you to add/delete questions related to the resource.

Review Resource Setup

  1. Access the Menu
    - Click any Menu button.
  2. Navigate to Setup
    - Click on the Setup tab.
    - Select Review Resource Setup in the Business Setup section.

  1. Add a New Review Resource
    - Click Add.

  1. Configure Review Resource
    - Enter a name for the Task resource.
    - Choose a resource to Copy From or leave it as a New resource.

  1. Configure Resource Group
    - Link the resource group to a unit.
    - Set an amount of resources.
    - Make it active or inactive.
    - Bulk edit the resources.

  1. Rating and Questions
    - There is a Rating section where the task resource can be rated.
    - Rating Description allows you to set the Label for each rating level.
    - The labels represent what the star level indicates.

Troubleshooting

  • Ensure you have the necessary permissions to access and modify task resources.
  • Verify all fields are filled out correctly when adding new resources.
  • Check for any system notifications or error messages for guidance on resolving issues.

For further assistance, refer to the detailed documentation or contact support.