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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 10 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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