Edit a Task

Existing tasks may be updated or changed at any time.

PREREQUISITES:

  • The Task security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  • You must have at least one department configured. See Departments for more information.
  • If your organization uses divisions, you must have at least one division configured. See Divisions for more information.
  • You must have at least one user configured. See Users for more information.
  • You must have at least one result set. See Task Result Sets for more information.
  • You must have at least one hearing type configured. See Hearing Types for more information.
  • You must have at least one discipline code set up. See Disciplines for more information.
  • You must have at least one checklist (correction group). See Checklist Setup for more information.
  • If you wish to associate the task to a geographic area, you must have at least one area configured.

To edit an existing task, follow these steps:

  1. Click Tasks & Inspection on the PLL Admin menu panel and select Task Setup.

  1. On the Task Setup panel, click Edit record next to the task you want to edit.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

  1. When the Edit: Task panel opens, make any changes you desire. See Add a Task for more information.

See Configure Task Results for more information on configuring task results to create new work activities such as work orders, service requests, inspections, and more.