Tasks consist of work assignments that detail the actions required of company personnel.
The Tasks tab in the Depot Repair Workbench provides a solution for service establishments that use simple, standard business processes without requirements for WIP-based processes. The Tasks module is accessed (Tasks tab is enabled or disabled) depending on the Service Type selected in the Depot Repair Workbench Details tab.
In the Tasks tab, you can create, update, assign, and view previous tasks assigned to a Service Order. Tasks assigned previously appear in the table in the upper part of the tab, while details of the selected task appear in the fields below it. You can create a task directly from the Tasks tab by entering all the relevant information, or by using a template.
You can assign Oracle Quality collection plans to tasks, through setups to be performed in Oracle Quality.
For general information about collection plans, see the Oracle Quality User's Guide.
Suggestion: When creating the collection plan, copy the elements from the Template Depot Task Plan as a starting point.
To link a collection plan with a task, you must select Depot Repair Task Transaction as a Quality Collection Transaction. You may choose to make this transaction mandatory: this will require Oracle Depot Repair users to enter quality results before they close the task.
You can also set up one or more collection triggers to specify conditions under which the collection plan is to be assigned to tasks.
In Oracle Depot Repair, you must enter the quality results for mandatory plans. For details, see Enter and Update Task Details.
On the Tasks tab, you can click the Debrief button to display Material, Labor, and Expense forms. You can debrief a job with actual Material, Labor, and Expense service charges.
For jobs that you have managed using Tasks, the Debrief provides the actual charges incurred during the service that would be invoiced to a customer. If both estimate and debrief exists for a service that you have managed using Tasks, the customer is invoiced based on charges that appear in the debrief.
The topics in this section include the following: