Manage customized intervention tasks

Create a customized intervention task

 

Customized intervention task management allows users to define specific tasks that can be used in the various customized intervention templates, for a process that’s as close as possible to your needs.

 

This feature is not available on the Mobile version.

 

1. In the menu on the left of the screen, click on Settings then on Job templates.

 

2. Modify or create a new customized intervention model.

 

3. Then click on Add a task.

 

4. Select the Create task button.

 

 

Create a task

 

 

5. Enter model name and the job title

 

Form task creation

 

 

You can choose to make this task mandatory once it has been included in an intervention. This will make it impossible to uncheck the task when creating an intervention.

You can choose to enable this task from the K inventory mobile application.

 

6. Select the desired task type

 

List of available task types :

task type list personal intervention

 

7. Fill in the information required for the type of task you have chosen

 

 

 

8. For a reference scan job, you can choose to filter references to display only those references that match your filters.

filter references

 

 

9. In the Form tab, select the fields to be displayed in the task form.

 

When the task is executed, the fields filled in the form will only be updated once the task has been automated. Update references task has been completed.

customized intervention task form

 

task form

 

8. In the Form, select the fields to be displayed in the task form.

 

When the task is executed, the fields filled in the form will only be updated once the task has been automated. Update references task has been completed.

customized intervention task form

 

scan validation task

 

 

8. For scan job validation tasks, no further information is required.

Reference scan

 

8. For a reference scan job, you can choose to filter references to display only those references that match your filters.

filter references

 

 

9. In the Form tab, select the fields to be displayed in the task form.

 

When the task is executed, the fields filled in the form will only be updated once the task has been automated. Update references task has been completed.

customized intervention task form

 

Form

task form

 

8. In the Form, select the fields to be displayed in the task form.

 

When the task is executed, the fields filled in the form will only be updated once the task has been automated. Update references task has been completed.

customized intervention task form

Scan job validation

 

scan validation task

 

 

8. For scan job validation tasks, no further information is required.

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