Help:DMCommon-Edit Job Task
This screen enables you to add, modify or remove a task for this job.
File:DMCommon-Edit Job Task1.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.
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.
Work Ticket: This drop-box will appear if a Work Tickeg Date link was selected in the Link Type box above. This list will display all of the work tickets which are currently set up for this job. (Main Job - General Tab - [Work Tickets]).
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.
Task For: Use this drop-box to select the person who is responsible for performing this task. The users that appear in this drop-box are those which have been set up as having the role entered in the Job Role field above. See IBS Setup - Setup Functions - User Job Roles.
Task Date: If there is No Link selected in the Link Type field above, then set the actual date on which you need to perform this task. See Entering Dates. If this task links to a control date or to a work ticket, then the date will be automatically set for you every time that linking date changes and no date needs to be entered here.
Time: Enter the time at which this task is to be performed. Leave this field blank if there is no specific time.
[Refresh Date] Press this button to set the task date from the selected date links entered above. These dates are automatically refreshed each time that a work ticket or control date is edited.
[X] Completed Check this box if this task is complete. Today's date and time will be placed into the 'On:' and 'At:' fields to the right of this field. You can change them if necessary. Marking this task as complete will remove it from the active tasks as found on the Tasks pull-down menu.
Notes: Enter any notes on this task or fill out the responses if specific questions are contained in this field.
[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.
