Creating a Route: Global Tasks

• From the Home page CLICK the Equipment Tasks icon to open the Tasks window or select Maintenance>>Equipment Tasks from the left menu bar.

You will see two options.   

• Global Tasks – adding a tasks that would be for all of one type of component (ie. All Engines need an oil change every 500 hours).   
• Component Tasks – for one particular component from one unit. (ie. Engine from unit E100). 

Adding Tasks – Global Tasks

• CLICK on Global Tasks 
• Click the green Add Task button at the bottom of the screen. 
• Enter the Customer, Unit Area, Unit Type, Unit Manufacturer from the drop downs. 
• Enter any additional information available for this task.

• Scroll down and enter the Task, Task Type, Status and Estimated Time. 
• Go to the Scheduling Tab.  Enter the required service interval for this task. 

• Go to the Instructions tab and enter in any necessary instructions or notes required for this task. 

• CLICK Ok. 
• CLICK Save. Now this task will apply to all the components under that specific customer and unit. 

• CLICK Home to return to the Home page.