Work Order Tracking iconInsert and Edit Plan Tasks

Insert or edit work plan tasks on a release in the Tasks table window on the Plans tab of the Releases (SP) application. You also can use the Tasks table window to add inspection data for the work asset.

You can add or edit plan tasks until the release is closed, but you cannot delete tasks from an approved release or from a release on which actuals were reported for the task.

After you close the work order, you can add or modify tasks by selecting Edit History Work Order from the Select Action menu.

To insert plan tasks:

  1. Display the record for which you want to add plan tasks.

  2. To add a task, on the Plans tab, click New Row to insert a row in the Task table window.

  3. Enter a unique value in the Task field.

  4. Enter a description for the task in the Long Description field.

  5. If you want the tasks that you insert to be performed in a sequence, enter an appropriate value in the Sequence field.

  6. Enter the amount of time needed to complete the task in the Estimated Duration field.

  7. Fill in additional fields as needed. An asterisk (*) indicates a required field.

  8. Click Save .

To edit plan tasks:

  1. Display the record for which you want to edit plan tasks.

  1. In the Tasks table window, click View Details for the task you want to edit. The Row Details open.

  2. Modify fields as needed.

  3. Click Save .

See Also

About Tasks