Report Actual Tasks

Use the Tasks table window on the Actuals tab to add, review and modify tasks on the work order. The system copies the planned tasks to the Actuals tab. If the work order has an associated work plan, the system also copies this information from the Plans tab.

You cannot delete tasks from an approved work order or from a work order 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 tasks:

1. Display the record for which you want to report tasks.

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

3. Enter a unique value in the Task field.

4. You can enter a description for the task in the Long Description field.

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

6. Click Save Work Order .

To edit tasks:

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

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

3. Modify fields as needed.

4. Click Save Work Order .