Help:DMCommon-Edit Task Profile Element

Update Task Profile Element

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This window allows you to add, modify or remove a Task Profile Element.

File:DMCommon-Edit Task Profile Element.PNG

Job Role: Use this drop-box to select the Job Role by which this task will be done. The Job Roles listed in this drop-box are those which have been set using IBS Setup - Setup Functions - Job Task Roles.

Link Type: Use this drop-box to select the Link Type by which this task's date will be controlled. If you select 'No Link', then the date of the task will be assigned manually. If the dates link to the Job Control Dates, then a second drop box will appear beneath this field to select which Job Control Date this task will use. If you select a Work Ticket date, then this task can be linked directly to a specific Company Job Work ticket from the Main Job - [Tasks] button.

The links to the various fields in the Link Type selected field will dynamically set the Task Date as the respective dates are set for each Job or work ticket.

Control Date Link: This drop-box will appear if a Control Date link was selected in the Link Type box above. Select the Control Date to which the date of this task is linked. The Control Dates listed in this drop-box are those which have been set using File - Enterprise Files Utilities - Program-Data File Links.

Days: (o) Before (o) After These two fields will be used to determine the actual task date. Enter the number of days and whether they are before or after the linked date. Enter 0 days if the task is to fall on the actual linked date. For example, if the actual linked date is April 15 and the calculation is 3 days before, then the task date will be April 12.

Task: Enter the description of the task to be performed.

Notes: This field can have different uses. It can be specific information about the task to be performed. In the example, it lists the standard questions that would be asked on this Post-Move Follow-up call. Since this field is copied into the actual Job Task, it can be used both to ask these questions and to record the response when this task is done.

If the specifics of this task are completely job-specific, then leave this field blank.

[Save] Press this button to save the changes made on this screen.

[Cancel] Press this button to ignore any changes made on this screen and return to the previous screen.

[Help] Press this button to call the Help Screen.