Task Setup Fields

This section covers all the fields contained in the Add: Task and Edit: Task panels.

NOTE: The Edit: Task panel contains all the items displayed on the Add: Task panel as well as a few additional items. Therefore, only the Edit: Task panel is displayed and explained here.

  • Task ID: A numeric identifier that is automatically generated when the new task is saved. This field cannot be changed.
  • Task Code: A 10-character identifier that appears on lists and drop-down boxes and should be easy to read and understand. This field cannot be changed.
  • Description: This is a more complete explanation of the task’s purpose.
  • Calendar or Week Days: Allows the administrator to decide if the duration of the task will be measured in calendar days or weekdays. Calendar days include weekends and holidays. The weekdays option does not include weekends or holidays.
  • Default Days: Indicates the normal length of time the task is expected to take to be completed. This value should be set after examining trends and work histories for similar and related tasks to ensure an accurate estimation. A value is required in either the Default Days or Default Time field to avoid errors that might occur when attempting to schedule an event for zero time. Although the fields will both populate with a zero value if left empty during creation of a task, it is best to enter the number of days and hours you expect the task to take.
  • Default Time: Indicates the expected amount of time, in hours, required to complete the task. This value must be a whole number and should be set after examining trends and work histories for similar and related tasks to ensure an accurate estimation. A value is required in either the Default Days or Default Time field to avoid errors that might occur when attempting to schedule an event for zero time. Although the fields will both populate with a zero value if left empty during creation of a task, it is best to enter the number of days and hours you expect the task to take.
  • Responsible Department Code: Identifies the department that normally handles the task. Click Lookup to select the desired department code, and click Submit.
  • Responsible Division Code: Identifies the division to which the task will be assigned. Click Lookup to select the desired division code, and click Submit.
  • Assigned To: Indicates the crew or supervisor assigned to carry out the task. Click Lookup to select the desired person or crew code, and click Submit.
  • Result Set ID: Allows PLL administrators to assign a result set to the task. Click Lookup to select the desired result set code, and click Submit.
  • Task Type: Allows administrators to define what kind of task is being created. Select the task type from the drop-down list.
  • Hearing Type: Identifies what kind of hearing, if any, is associated with the task. Click Lookup to select the desired hearing type code and click Submit.
  • Lead Days: Lead Days are currently under development
  • Reschedule After Days: Defines the number of days after which the task may be rescheduled after a failure.
  • Work Units: Enter the estimated number of units of time (as defined by your organization) required to complete the task.
  • Time Cut: Under development.
  • Auto Schedule Insp: Allows Office for PLL to automatically schedule any necessary inspections. Select the check box to enable this function.
  • Auto Schedule Insp Days: Identifies the number of days in advance that inspections will be automatically scheduled.
  • Discipline Code: This defines a profession or category of work, such as a contractor, plumber, engineer, roofer, etc. Select a discipline code to indicate the task will require a certain kind of work or the services of the profession indicated. Click Lookup to select the discipline code, and click Submit. This will add the discipline code to the task.
  • Correction Group Code: Allows the administrator to attach checklists to the task. Click Lookup to view a list of existing correction groups and their codes. Select the desired group code and click Submit to add the code to the task.
  • Geo Area: This field allows the administrator to specify an area where the task is applicable. Click Lookup select the appropriate area and click Submit. This will add the selected code to the task.
  • Geo Detail: This unique code is used to identify a specific geographic item within a given geographic area. For example, the geographic area might be Fire District and the unique Geo Detail codes might be the different fire districts. This code is set up on the Geo Area Setup section under Land Setup.
  • Reinsert Task Code: Identifies which task will be reinserted into the case workflow if an inspection, review, or hearing fails. Click Lookup to select the desired task code, then click Submit to add the code to the task.
  • Reinsert Task Group Code: Identifies which task group will be reinserted to the case workflow if a correction requires more than one task to be completed. Click the Lookup icon to open a window displaying a list of existing task groups and their codes. Select the desired group code, then click Submit to add the code to the task.

IMPORTANT: The Reinsert Task Code and Reinsert Task Group Code fields are no longer in use. Use the Branch Insert option instead. See Configure Task Results for more information.

  • Custom Table Name: This field identifies any custom tables associated with the task. See Use the Custom Data Builder for more information.
  • Task Geo: Under Development
  • Anonymous: Select this check box to indicate the task is available to unregistered Public Access users.
  • Registered: Select this check box to indicate the task will be available to registered Public Access users after they have logged in to the system.
  • Require Corrections: Select this check box if there are items that will be inspected or checked automatically.
  • Expired: This field is only visible on the Edit: Task panel. When selected, this box marks the task as expired, indicating it is no longer available for use on new case templates. Existing cases using this task are not affected.
  • Allow Signature: Select this check box to enable signature capture for this task in Respond.

NOTE: Signature capture is only available in Respond 1.6 and newer. See Capture Signatures on Inspections in the Cityworks Respond 3.2 Guide for more information.

  • Copy Comments on Insert: Select the check box to copy comments if automatically inserting the same task. This applies to single tasks, not task groups.