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Using Task Books

Asset Essentials allows you to create a Task Book which groups an ordered collection of most commonly used tasks so that you can easily assign them to your PMs. Using Task Books can be beneficial when creating PMs for your inspections that typically include a larger group of common tasks.

Creating Task Books

  • Click on the Admin menu icon and then on Configurations.
  • Click on Task Books under the PM section.
  • If the Task Book should be available to all sites leave Global as the selected Site.
  • Enter a name for the Task Book.

 

 

  • Click the Select Task from library button in the Tasks/Steps section.
  • In the pop up window, check the boxes next to the tasks you would like to include in this book, then click Select.
  • Click and drag the arrow icons () to rearrange the steps in the appropriate order.
  • Enter a Description, if necessary.
  • Click Save at the top of the page to finalize your changes.

 

Adding Task Books to a PM

  • Click the Select from library drop down in the Tasks/Steps section of the PM.
  • Click Select Task Book.

 

 

  • Check the box next to each task book you would like to add to the PM and click the Copy or Link button. *Note: If you need to preview the tasks included, click the arrow icon ( ) next to the task book.
    • Copy: The Copy button will allow you to make a copy of all the tasks in the task book onto the individual PM. Once copied, the tasks are no longer associated with the task book and can be edited without altering the original tasks stored in the library.
    • Link: The Link button will gray out the tasks on the individual PM and not allow you to make edits. In order to make edits using the Link button, the tasks must be edited directly from the task library and will affect all other PMs that have those tasks linked.

     

     

  • The tasks will now appear on the PM. *Note: When a work order generates from the PM the Task Book name will not be displayed on the work order but the tasks within the Task Book will still be listed in the correct order.

 

Task Book that is copied to a PM

Task Book that is linked to a PM