The following procedures describe how to create a task using a Task Template.

Prerequisites

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.

Before you create a task from a Task Template, a template design must exist.

Steps:

1. Retrieve the Service Order for which you want to create tasks.

   For more information, see Find Service Requests and Service Orders.

2. 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.

3. In the Depot Repair Workbench, select 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.

4. On the Tasks tab, click Use Template.

   The Create Tasks from Template Group window opens.

5. In the Template Group field, select the Template Group based on the task which is to be created.

   Values in the Source Document, Source Name, Owner Type and Owner fields are default values. You can change these values.

6. Click Create Tasks.

   The Tasks tab opens and displays a new task line that shows a system generated Task Number in the Num field.

7. To manually launch workflow, 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 a resource has been assigned to a selected task.

8. Click More to open the Task Details window to enter details such as resource assignments, dependencies, references, and contacts.

   For more information, see Enter and Update Task Details.