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Task Preferences

Concept Evolution has some Task preferences that effect the way that Tasks behave throughout the database.

The Task Preferences are maintained here.

Settings > Tasks > Task Preferences

Click to view - Task Preference Fields and Descriptions

Field Name	Description
Task Authorisation
Use Authorisation Limits for Tasks	Check the box to turn on Authorisation Limits Module for all Tasks.
Ranges applied to Contracts for Tasks	Check the box to enable different Authorisation Limits to be applied to different Contracts within the Task Authorisation Module.
Assignment
Allow Assets to Instruction Sets	Check the box to allow individual Assets to be linked to an Instruction Sets.
Prompt to print Job Card when assigning Resources	Check the box to cause a pop window to appear prompting the User to print the Job Card when a Resource is assigned to a Task.
Task Sign Off
Time record start date compulsory on task sign off	Check the box to force a User to enter start dates on any Time records before the Task can be signed off.
Time record finish date compulsory on task sign off	Check the box to force a User to enter finish dates on any Time records before the Task can be signed off.
Advanced Helpdesk Preferences
Allow Free Text Typing in Problem Field	Check the box to allow Free Text typing in the Problem field on the Advanced Helpdesk - if this box is not checked Users will have to pick from the drop down.
Lock Priority when it is set from an Instruction Set	Check the box to lock the Priority code set by an Instruction set when it is selected on the Advanced Helpdesk - if this box is not checked the User will be able to change the auto populated Priority.
Filter Discipline by Category (Simple & Advanced Helpdesks)	Available from 4.4.8 Check the box to filter the available Discipline entities to only show those that are associated with the available Instruction Sets.
Task Periods
Generate Task Periods per calender session not per SLA response period - Respond, Attend, Contain, Fix, User Defined	Check the boxes to display the SLA target within the Task periods, on the Advanced Helpdesk.
Generate Failed Periods up to Batch End for Incomplete Tasks	If checked and subsequent "Repose periods requiring Task periods" are also checked, the target Task periods will be displayed on the Advanced Helpdesk - PMS Module Only
Response periods requiring Task Periods	If checked the target Task periods will be displayed on the Advanced Helpdesk.

Task Preferences Events Tab

Click to view more detail.

Selecting any of the options on this tab will cause the system to auto generate an Event, the Event Comments will be populated from the text entered in the description box. If he check box is select to add to Task Notes, the system will also add the text to Task Notes as well as/ instead of Events

Click to view - Task Preference Events Fields and Descriptions

Field Name	Description
Insert of Task on the Helpdesk	Check the box for Concept Evolution to auto insert an Event when a Task is logged, the associated text box will form the body message of the Event. Check Add to Task Notes if this information is also to be added to the Task Notes.
Change Task to Authorised	Check the box for Concept Evolution to auto insert an Event when a Task is Authorised, the associated text box will form the body message of the Event. Check Add to Task Notes if this information is also to be added to the Task Notes.
Change of Task to Assigned	Check the box for Concept Evolution to auto insert an Event when the first Time Record is added to a Task, the associated text box will form the body message of the Event. Check Add to Task Notes if this information is also to be added to the Task Notes.
Change the Task to COMPLETE	Check the box for Concept Evolution to auto insert an Event when a Task is moved to Complete, the associated text box will form the body message of the Event. Check Add to Task Notes if this information is also to be added to the Task Notes.
Change Task to HISTORY	Check the box for Concept Evolution to auto insert an Event when a Task is moved to History, the associated text box will form the body message of the Event. Check Add to Task Notes if this information is also to be added to the Task Notes.
Task Cancelled	Check the box for Concept Evolution to auto insert an Event when a Task is Cancelled, the associated text box will form the body message of the Event. Check Add to Task Notes if this information is also to be added to the Task Notes.
Change of Task to Restore	Check the box for Concept Evolution to auto insert an Event when a Task is moved back out of History, the associated text box will form the body message of the Event. Check Add to Task Notes if this information is also to be added to the Task Notes.
Task Printed	Check the box for Concept Evolution to auto insert an Event when a Task is printed, the associated text box will form the body message of the Event. Check Add to Task Notes if this information is also to be added to the Task Notes.

Task Preferences PPM Tab

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Available from 4.5.6.0

Note: Task PPM preferences were added to a separate Tab in Version 4.5.6.0

Setting preferences within this tab will set some standard behaviour for PPMs with Concept Evolution

Field Name	Description
Default Scheduled Date for PPMs	From the drop down select the Default Scheduled Date for a PPM - When a PPM is issued, Concept Evolution will auto populate the scheduled date from the selected choice. This is essential if using the Resource Planner and pre assigning PPMs.
Default Scheduled Time for PPMs	Enter the Default Time for PPMs. When a PPM is issued, Concept Evolution will auto populate the scheduled time from the selected choice. This is essential if using the Resource Planner and pre assigning PPMs.
PPM Task Due Time	Available from 4.5.0 From the drop down select the PPM Task Due Time: Specify - A time value to set the PPM Task Due Time. Contract Start Time - Default to the start time of the Contract for the PPM Task Due Time. Building Start Time - Default to the start time of the Building for the PPM Task Due Time.
When PPMs are made ACTIVE Drop dormant records older than	Enter a number of days, Concept Evolution . will then automatically drop any resumed PPMs that are older than the stated days.
Notes are compulsory for the following manual Dormant Task changes	Available from 4.5.6.0 From the drop down select which actions to Dormant Tasks require compulsory notes to be added to the automatic Event . Actions : Created Deleted Dropped

Complete the fields and click Save and Close .