After a task record is created, you can update task information and task details. The following procedures describe how to update task information and to add task details.
Task records that you want to update or add details to must exist in the database.
Retrieve the Service Order for which you want to update task details.
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, 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 section of the window.
To update task information, make the necessary changes to the field values, and click the Save icon.
For field descriptions, see the Tasks Tab topic.
Entering Quality Results
If your task has any mandatory collection plans associated with it, you will not be able to set the task Status to Closed unless you first enter quality results for the task. To do this, either click the Enter Quality Results icon in the toolbar, or select Tools > Enter Quality Results; then enter the information required.
Specifying Task Details
To specify task details, select the task for which you want to update details, and click More.
The Task Details window opens. The Task Details window comprises the following tabs:
Resources: Assign personnel information to a task. This tab defines resource requirements, assignments, and scheduling information.
Dependencies: Determine the order of tasks. Oracle Depot Repair, however, does not enforce task dependencies.
References: Link the task to different documents or tasks with pertinent background information.
Dates: Identify more dates in addition to the planned dates, the scheduled dates, and the actual dates. You can track task progress by entering dates after task milestones such as task creation, resource reservation, or task completion.
Contacts: Create and manage multiple contacts assigned to a task. Contact information is obtained from customer information. To enter this information, you must identify a customer in the main task window.
Recurrences: Schedule tasks so as to occur automatically. Examples of intervals include daily, weekly, monthly, or yearly occurrences. To schedule recurring tasks, you must either specify a start date and the number of tasks to create, or the end date. The task dates are populated as the planned start and end dates.
Others: Identify additional information about the task, and select different configurations for each task. Setting flags customizes each task according to business needs.
Audit: Track each update to a task. The tab documents and dates the history of task change, and provides a trail from the original task through to the current task status.
Enter the field values on the different tabs as required.
For detailed instructions, refer to the Task Manager topic in Oracle Common Application Components User's Guide.
Click OK to save your work and return to the Tasks tab in the Depot Repair Workbench.