Link Task Labour required details to a Work Order

Purpose

View the Labour requirements inherited from each Asset Task, and assign labour resources to the Work Order, together with estimated time durations and dates.

How to… Link Task Labour required details to a Work Order

1.   Open the Work Order edit window for the required Work Order.

2.   Click  then Tasks on the Work Order edit window.
The Tasks for Work Order window opens.

3.   If Labour is not applicable for a specific Task then select the “DEFAULT” Task.

4.   If Labour is applicable for a specific Task then select the Task.

5.   Click the Work Task Labour tab.

6.   Click +.

7.   Add the Work Task Labour details for the required labour resources.

8.   Save the Task for Work Order record.

Alternatively a user can insert multiple staff members using the Lookup Staff Members button which behaves like a standard lookup button and allows multiple records to be selected.

Data fields

Refer to Work Order - Work Order Tasks - Work Task Labour tab for details.

Business rules

• Each Labour item’s Required On date must be within the Work Order’s Start on Date and Complete by date.
• Labour cannot be linked to a Sub-Task.

Please note!

• The Section and Trade are mandatory but the Staff Member can be assigned at a later stage.
• If a Staff Member is assigned before the Section and Trade, then the Section and Trade are populated with the Staff Member’s Section and Trade.
• If the Section and Trade are assigned before the Staff Members, then the Staff Member that is assigned to do the work must work for the selected Section or company and belong to the selected Trade. The Staff lookup list is limited to persons who work for the selected Section or company and belong to the selected Trade.

- Example -

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