The following procedures describe how to create a task manually.
You must complete all steps in the relevant business scenario prior to creating the tasks for the Service Order. For more information, see Oracle Depot Repair Business Scenarios.
Retrieve the Service Order for which you want to create tasks.
For more information, see Find Service Requests and Service Orders.
Select the relevant record from the Results area of the Find Service Orders window, and click OK.
The Depot Repair Workbench shows the selected Service Request and Service Order details.
In the Depot Repair Workbench, click the Tasks tab.
If tasks have already been defined for the Service Order, the table lists the tasks. If more than one task appears, selecting a different task displays the corresponding detail in the lower fields on the tab.
Enter the task information in the required fields by selecting from the list of values.
For field descriptions, see The Tasks Tab.
Enter the values in the Assignee and Owner fields (or change them) by selecting from the list of values.
You can also change the Assignee field values from the Assignment Manager. To access the Assignment Manager, click the Assignment Manager button next to the fields. For additional information about the Assignment Manager, see Oracle Common Application Components User's Guide.
Choose the Planned Start and End Dates.
Click the Save icon to save the task record.
A system-generated Task Number populates the Num field.
Optionally, you can click Add Tasks from Diagnostics. This adds tasks from task template groups associated with the service codes marked as applicable in the Diagnostics tab.
To manually launch workflow, select the task from the table, and click Launch Workflow.
Based on the task, the workflow runs. The designated resources are reserved, and the workflow notifies the task owner of task creation through email.
Note: The Launch Workflow button is available only if resources have been assigned to the selected task.
To add or update task details, click More.
The Task Details window opens.
For more information, see Enter and Update Task Details.