Adding an SFM Task
To add a service task of type SFM to work order:
1. Launch the Add Service Task modal window by performing the steps in Adding a Service Task to Work Order.
2. Click Add Linked Activity.
The Select Link Task Type modal window is displayed.
3. Select SFM to add the linked activity of type SFM to the task.
The Select SFM modal window is displayed.
4. Select the SFM to add to the task.
5. Click Update.
The SFM you selected is displayed as the linked activity.
6. In the Details tab, enter the information as described in the following table.
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Field
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Description
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Fields with * are mandatory.
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Task Name*
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Enter a name for the Simple task.
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Mandatory Task
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Select this checkbox if you want this task to be completed mandatorily as a part of the completion of work order.
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Status Options
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Select additional statuses based on the life cycle of the task. For example, In Progress.
Two values - New and Complete - are selected by default. You cannot remove these values.
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Start Date Time
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You can set the Start Date time of the task, or leave it blank.
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Assign To
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Assign the task to a service group member or a service team. The following are the options:
• Assign the task to yourself: Click Assign to self to assign the task to yourself. This option can be used by the service engineer executing the task.
• Assign to a service engineer: Select Service Group Member/ Technician in the dropdown menu and then select a service engineer.
• Assign to a service team: Select Service Team in the dropdown menu and then select a service team.
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Due Date
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Select an intended completion date for the task.
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Priority
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Select the priority for the task.
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Create labor line on parent work order when status is changed to complete
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Select this checkbox to create labor lines after the task is completed. The Labor Lines are the Work Detail Lines of the Line Type, Labor, which include information about the service tasks and time consumed by technicians to complete those tasks.
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Estimated Duration
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Enter the estimated duration for the task in hours and minutes.
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7. Click the Instructions tab.
8. Add instructions for the task and upload attachments in the same way as you do in Adding Simple Task to the Work Plan.
9. Click Save.
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• You can change the selected process using the Select Another link.
• You can remove the linked process using the Remove option. The task is then listed as Simple task.
• The process linked with the advanced task cannot be changed after it is saved. You must remove the task or create a new task if the task is no longer relevant.
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