You can access the Tasks tab from the Depot Repair Workbench. On the Tasks tab, you can create, assign, plan and execute the tasks needed to assist an item service. This tab is enabled only if the Service Type chosen has been defined during implementation to use the service mode of Task.
The tasks appear in the Tasks table. The fields on the Tasks tab dashboard area include:
Number: Displays the system-assigned Task Number.
Name: Displays the task name.
Description: Displays the task description.
Status: Displays the current task status.
Priority: Displays the task priority, for example: Critical, High, Medium, or Low.
Actual Start: Displays the task start date.
Actual End: Displays the task end or completion date.
Owner: Displays the task owner's name.
Applicable QA Plans: Indicates whether any quality collection plans are associated with the task.
The fields on the Tasks tab include:
Number: Displays the system-assigned Task Number.
Type: Displays the depot task type, for example: Callback, Diagnostic, General, Service, or Upgrade.
Name: Displays the task name.
Status: Displays the current task status selected from the list of values.
Priority: Displays the task priority selected from the list of values, for example: Critical, High, Medium, or Low.
Description: A free text field to enter a detailed description of the displayed task.
Publish (check box): If you wish to display the task for the customer to see on their Oracle iSupport Web portal, then select the Publish check box.
Private (check box): Select the Private check box if this is a personal task and you do not want other employees to view it. Any resource associated with the task, for example an assignee, will have access to the task whether it is marked as private or not.
Owner Type: Displays the owner type selected from the list of values, for example: Employee, Group, or Team Resource.
Owner: Displays the task owner's name selected from the list of values.
Assignee Type: Displays the assignee type selected from Assignment Manager.
Assignee: Displays the assignee selected from Assignment Manager.
The fields in the Dates section of the Tasks tab include:
Planned Start: Displays planned start date.
Planned End: Displays planned end date.
Scheduled Start: Displays scheduled start date.
Scheduled End: Displays scheduled end date.
Actual Start: Displays actual start date.
Actual End: Displays actual end date.
The fields that appear in the Effort section of the Tasks tab include:
Estimate Qty: Displays estimated number of units to complete the task.
Estimate UOM: Displays unit of measure used to describe the estimated effort.
Actual Qty: Displays actual number of units used to complete the task.
Actual UOM: Displays unit of measure used to describe the actual effort.
Buttons on the Tasks tab include:
Assignment Manager icon (next to the Assignee field): Displays the Assignment Manager window.
Add Tasks from Diagnostics: Adds tasks associated with Task Template Groups associated with the Service Codes marked as applicable in the Diagnostics tab.
Use Template: Displays the Create Tasks from Template Group window to permit creation of new tasks from previously defined templates.
Launch Workflow: Starts the task workflow to reserve the designated resources and notify the task owner of task creation.
Debrief: Displays the Debrief Report window to capture the Material, Labor, and Expense billing transactions used to complete the task.
More: Displays the windows to display and capture additional task details including:
Resources: Defines and displays resource requirements, assignments, and scheduling information.
Dependencies: Specifies ordering and prioritization of multiple tasks.
References: Permits linking of task to different documents or to other pertinent background information.
Dates: Identifies more dates in addition to the planned dates.
Contacts: Enables creation and management of multiple contacts who are assigned to a task. The system obtains contact information from customer information.
Recurrences: Enables the scheduling of tasks to occur automatically.
Others: Identifies additional information about the task.
Audit: Displays an audit history log with the changed dates and the user responsibility that initiated the changes.
Note: Tasks functionality and secondary screen is sub-classed from the JTF Tasks and Field Service Debrief modules. Please see the User Guides for JTF Tasks and Field Service for more information on Assignment Manager, Resource Scheduler, Debrief, Task Templates and Task Workflow.