Tasks

How to create a task?

Different ways can be used to create a new task:

• from the assets list where you can easily filter and sort the asset flat list in order to find machines to be operated 

• from the alerts list where you can see the list of machine with aggravating alarm status change or instrument defects

• from the asset home page where you have a global and up to date overview for a specific machine

When you click on "Create WO" button, the following need to be completed:

• Operation: select operation type to be done {Vibration Check or Alignment Check}

• Title: name of the taks

• Description: description of the expected task 

• Due date: select a due date; by default it is "today" + 1 month for vibration and/or alignment and +1D for service request

• Repeat: define a periodicity to recreate automatically a new task occurence when the previous one is closed - ex: new due date = previous due date + periodicity

• Email notification (Y/N): check to send an email to assignee when task state changes, 

• Assignee: select a user to take in charge this task with his RT-300 tablet (for vibration and/or alignment operation)

Note: You can add or remove asset inside this task directly via the task assets list.

Periodic task workflow

In order to avoid to create periodically the same task with the same machines, you can create directly a periodic task and enter the periodicity and the end date of execution - example:

A periodic task is managed in the same way as a non-periodic task except that this task is automatically reopened after its closure (manual or automatic) as long as the end-of-execution conditions are not met - example:

How to execute a task(vibration or alignment) with RT-300?

According the request operation into the WO, the assignee user must use the corresponding RT-300 app - ie: Machine Defender or Horizontal / Vertical shaft alignment apps - to make the measurement. If the app is not yet installed on his tablet, then user can scan the QR code presented into the task email and install application. The user experience is very similar between vibration or alignment task because apps have been developed with the same UX approach - ie: GuideU Field Guidance 

Task email notification Workflow  

Email notifications are sent to the assignee along the progress of  each  work order. These emails can be used to manage maintenance team activity, and track task completion.

email task notification - If activated during the task creation, then an email is sent to the task assignee in order to inform him to execute this task. All needed information are repeated into the email text in order to explain what kind of job is asked, on which machines and when this job must be done at the later - see below an example of email:

How to close manually a task?

A task is closed automatically when corresponding measurements are uploaded from tablet into nesti4. For any reason, a task may not be achievable by the planned due date, so it must be closed manually. In this case, you must select the corresponding task from the list and click on the "close" button ☑️:

At this moment, the task status is changed to Closed and the task will no longer be downloaded into any tablet.

NOTE: 

• If this task contains more than 1 machine, then the task is closed for all machines.

• If measurements of some machines have not been uploaded from the tablet before the task closure, then it is possible to  send them later from the tablet just by clicking on "Synchronize" or "Upload" button

• If this task is a periodic task then the task is closed and immediately reopened (with NEW status) and the due date is redefined to "date of manual closing" + "period"