This article will teach you how to add or edit an action for a PM Task. Actions are the step-by-step instructions required to complete a task.
- From the Property & Facility menu, click Settings.
- From the Property Management Settings page, navigate to the Preventive Maintenance section and click Tasks.
- From the Preventive Maintenance: Tasks page, ensure the applicable property is selected in the property filter to the left of the task list, underneath CHOOSE FILTERS. Also, click the filter All Active to display the current active task list for the property.
- From the Preventive Maintenance: Tasks page, click the name of the taskthat you desire to add an action to.
- From the [Task Name] page, click the Add Action button.
- Once the Add New Action window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Type | Select the type of action. |
| Action |
Enter a brief description of the action to be taken. Note: Number the actions (i.e. 01., 02., 03., etc.) to keep them in the proper order. |
- Click the Save or Save & New button to save and add another action.
- The action is attached to your PM Task and will now be visible in the list of actions.
- Note: To change the order of the task actions, click the icon to the left of the checkbox of the applicable action and simply drag it to the desired position in the list. It will auto-save when you un-click your mouse.
- The actions will appear as checklist items on the scheduled PM Work Order.
Note: To edit an action, click on the action title. Once the Update Task Action window has opened, make any necessary changes, then click Save. Actions can be removed by selecting the checkbox next to the desired action and clicking the Remove Action button (looks like a trash can).