Tasks

Tasks in Concept Evolution, whether Planned or Reactive, use a number of pre-defined lists and Instruction Sets to allow them to be created quickly and efficiently without the need for duplication of information.

Settings > Tasks

Icon	Feature	Description
	Discipline	Disciplines are used for both Tasks and Resources. The reflect the key area of expertise for a Resource, and when attached to a Task are used to reflect the type of Resource required to complete the Task.
	Task Category	In order to manage and review Tasks, they can be organised into Categories. These categories can be used to help filter Tasks in the Helpdesk for rapid entry of a problem, or can be used to group and report on Tasks that are carried out.
	Priority	Concept Evolution allows tasks to be prioritised using an organisations own defined Task Priorities. Priorities can be used later to define Response Times and manage SLA targets for both PPM and Reactive Maintenance tasks.
	Expense Codes	Expenses can be added to Resource Time Records to reflect any expenses occurred on a Task. Expense Codes can be used to groups and report on expenses.
	Fault Codes	Fault Codes are a list of the reasons used to record what caused the fault / maintenance.
	Level Of Completion	Levels of Completion (LoC) are simple textual flags that can be used to quickly identify what stage a task is currently at. For example: 'In Progress' for a task that has been started; 'Awaiting Parts' if a job is on hold while replacement parts are being delivered. These can be useful for filtering and reporting.
	Health and Safety Documents	A Health and Safety document will be attached to a PPM task when the PPM is printed the Health and Safety Documents will be attached to the job card.
	Caller Source	Caller Source is used to record the method the Reporter used to contact the Helpdesk.
	Call Events	Call Events allow a detailed record of any activities or specific Events that are carried out during a Task, such as recording an incident that occurred as the Task progressed.
	Feedback Types	Feedback Types are used from Instruction Set Steps and must be set up before Instruction Set Steps can be created.
	Instruction Sets	Instruction Sets can be used for anything from generic guidelines for performing Tasks to a very specific set of instructions to be followed during Planned Maintenance for PPM Tasks. For Helpdesk Tasks, Instruction Sets may be used to list questions for the Helpdesk operator to ask the Caller to ensure the Resource has all the information required.
	Permit Classes	Concept Evolution can generate Work Permits; these can be broken down into different classes.
	Assignment Types	Assignment Types are part of Time Records within Concept Evolution. They can be used to flag and monitor assignment issues on a time record.
	Task Preferences	Concept Evolution has some Task preferences that effect the way that Tasks behave throughout the system.
	User Defined Lookup	User Defined Lookup has been designed to create a spare drop down box on the Advanced Helpdesk that can be used for any purpose.
	Time Record Resolution	Time Record Resolutions are used to record what the Resource did to fix or resolve a Task.
	Time Record Status	Time Record Status is used to record the stage or status the Resources is at on a Task. This can be useful if more than one Resource is on a Task and one is required to complete works before the second Resource can start.
	Compliance Types	Creating a list of Compliance Types will enable clear definition of required Regulatory Compliances that a Task is adhering to. Once this list is created, the Compliance Types can later be attached to either an Instruction Set or an individual Task.
	Regulations	As part of Compliance monitoring, creating a list of Regulations will enable clear definition of the Regulations that a Task is adhering to. Once this list is created, the Regulations can later be attached to either an Instruction Set or an individual Task.
	Instruction Set Groups	Instruction Sets can be grouped together. This has a prominent use within the Payment Mechanisms module, but can also aid filtering and reporting.
	Instruction Set Status	Concept Evolution allows Instruction Sets to have a status connected to them. This allows Instruction Sets to be passed to History if no longer in use, or Suspended if under review.
	PPM Status	Concept Evolution allows PPMs to have a status connected to them. This allows PPMs to be passed to History if no longer in use, or Suspended if temporarily not required.