Adding Tasks to a PM Master Job

1. Note: You are not allowed to Add or Edit a Task on a Preventive Maintenance Master that was created from the Preventive Maintenance Library. You must Add or Edit the Task on the Preventive Master in the Library.

   
2. Select Maintenance | Preventive Maintenance | Search then Click on the Master Job ID

3. Click Tasks to open the accordion 

4. Click Add if there aren’t existing records, or the plus if there are 

5. Enter the Description of the task to be done

6. Select a Charge Type from the Charge Type dropdown list

7. Click the search icon to select the Charge To

8. Click Save to add the new task

9. Additional Tasks can be added by Clicking plus and following the steps 5 through 8 above.

Editing Tasks:

1. Click the green pencil , shown on the previous photo

2. Make the necessary changes to the Tasks fields

3. Click Save

Deleting Tasks:

1. Click the red trashcan

2. Click yes to confirm deletion or no to cancel