Embedded Files
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Work Detail Page
Users can see all information pertaining to an individual work item.
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Top Ribbon
Top Ribbon
Status
View/change the current status of work (e.g., Requested, Unassigned, Assigned, In Progress, Completed, In Review, or Closed).
Priority
View/change the priority level of work (e.g., High, Medium, Low, or No Priority).
Generate Report
Generate a PDF report with either all of the information or those fields with values.
Edit
Edit the Work Name, Due Date, Completed Date Override, Inventory Type, and/or toggle for Location.
History
View historical work activity.
More Options
Click the vertical ellipses for more options. This includes duplicating, saving work types, and deleting.
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Work Information
Work Information
Inventory Name
Easily identify an asset's inventory name.
Start Date
View the start date.
Due Date
View the due date.
Estimated Cost
View the estimated cost to complete the work.
Location
View the asset's location.
Completed Date
View the actual completion date.
Duration
View the duration of time taken to complete the work.
Actual Cost
View the actual cost to complete the work.
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Tabs
Tabs
Info
Click the Info tab to view details and a summary against a specific activity standard.
Tasks
Click the Tasks tab to view tasks associated with the work.
Team
Click the Team tab to view all team members assigned to the work.
Documents
Click the Documents tab to view/download/upload documents (i.e., PDF, Excel, etc.) related to specific work.
Photos
Click the Photos tab to view/download/upload images (i.e., .png, .jpg, etc.) related to specific work.
Videos
Click the Videos tab to view/download/upload videos (i.e., MP4, MOV, etc.) related to specific work.
Work Tasks
Work Tasks
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Tasks
Tasks
Click the + to add a task.
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Task Details
Task Details
View and edit task details such as task name, due date, start date, completed date, work time, duration, estimated cost, actual cost, and description.
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Task Check-In and Completion
Task Check-In and Completion
Once checked-in to a task, the work status will change to In Progress. You can mark the status as complete, reject, or ask for help.
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Task Tools
Task Tools
Click the vertical ellipsis to Duplicate, Save As, or Delete work.
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Adding Team, Inventory, and Forms
Adding Team, Inventory, and Forms
Click the + to add team members, inventory, and/or forms to a task.
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