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Create reactive tasks

Reactive, or unplanned tasks should be created as soon as a maintenance requirement is identified.

Steven Quayle avatar
Written by Steven Quayle
Updated over 7 months ago

Reactive tasks should be created as soon as an issue, or work requirement is identified so that all pending work can be managed and tracked effectively.

To create a reactive task:

  1. Navigate to Tasks;

  2. Click New task and filter to the appropriate asset;

  3. Select the Site;

  4. Select the most appropriate Asset from the asset hierarchy;

  5. Click Confirm;

  6. Nominate the details of the task, including the mandatory fields of Title and Work Type; Note: Work type is only mandatory if one or more work types exist.

  7. Adding a Label to the task (via the labels icon to the right of the comment box) will help convey important information about this task to other users;

  8. If more details are required now, such as the assignment of users, event codes, etc. click Save & Continue, otherwise click Save.

    TIP: Although some fields are not mandatory when adding a task, some reporting advantages can be gained by consistently completing them. For example, using Estimated Work Hours allows you to report a comparison between estimated and actual work hours after the task has been completed.

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