Utilization of Tasks and Work Orders
When adding unplanned tasks to Work Orders to review the damages, follow the following procedure:
1. Go to your Unplanned Tasks view by clicking Work Orders --> Unplanned Tasks.
2. Filter on your desired site and select all the Tasks you want to group into a Work Order. You may choose to filter for Turbine and Blade, if you want that level of granularity. Note: this may involved selecting all tasks on multiple pages if you have a large number of tasks.
3. Click Create Work Order in the top right of the screen and add your title and description.
4. Navigate to Work Orders under the Work Orders Tab. Open your Work Order using the hyperlinked Work Order Number
5. Here you can review the group of tasks and add details for each task by clicking the blue Edit label under the Actions Column on the far right of the Planned Tasks Table. To save the updated details for Due Date, Status, Description, Vendor, and Tags, click the blue Save text.
Removing Tasks from a Work Order
In some cases, you may want to preserve the tasks within a Work Order but delete the work order. When removing tasks from a Work Order, follow the following procedure:
1. Open your Work Order using the hyperlinked Work Order Number
2. Expand the number of tasks viewed using the 10 / page to 40 / page option (if necessary).
3. Select all of your tasks using the Check-Box next to the Task Column Title
4. Click the Remove Icon in the top right of the table.
5. Confirm you would like these removed.
6. The tasks will return to the Unplanned Tasks View.
7. Now you can delete your Work Order permanently without deleting or impacting any of the tasks that were in that Work Order.
A task is commonly used to capture a specific action identified from a damage in Horizon. A tasks can be a:
1. repair task: indicating the damage should be repaired
2. inspect task: indicating the damage requires a follow-up inspection
3. other task: indicating some action must be taken at a specific asset level (blade, turbine, or site).
In the Tasks tab, you can organize tasks by the following:
1. Unplanned: Tasks that don't exist in a Work Order
2. Open: Tasks that are not marked as Complete in their Status
3. Overdue: Tasks that are past the specified due date and have not been marked as Complete in their Status
4. Unscheduled: Tasks that do not have a set due date
5. Complete: Tasks marked as Complete.
6. All: All existing tasks.