Predefined tasks are tasks that are common across multiple Planned Maintenance templates, Work Orders, and Job Requests. You can set up these tasks and attach them to templates, work orders, and job requests. The type of task that would be set up as a predefined task is usually a generic task that is likely to be used often for a number of assets or property locations. Each predefined task can be assigned skills, materials, an estimated time to complete, and an estimated cost
The Predefined Tasks table has several different tabs for recording information about a predefined task. The tabs are: Tasks, Skills, and Materials.
You can enter the following information about a task on the tasks tab:
Description - This is a description of the task. You must enter a description of the task, and the description must be unique.
Once you have added a new task to the list of predefined tasks, you can define the skills that are required to carry out this task.
You can enter the following information on the Skills tab:
Skill - You must select a skill from the list of skills that have been defined in the Skills table. If you select a skill, Pinnacle will display the skill description.
Contract - This indicates whether the skill is a contract skill, or an in-house skill. This will default to In House.
Estimated Hours - This is the estimated number of hours that this skill is required to complete this task. If you change the Estimated Hours for a skill, Pinnacle will ask if you wish to recalculate the Estimated Cost.
Estimated Cost - This is the estimated cost for the skill required to complete this task. The Estimated Cost is calculated as the selected rate for the skill multiplied by the estimated hours, but you can overwrite this if you wish.
The system will also display the Skill Description, and whether the skill is a contract skill or an in-house skill. If the skill is both a contract and an in-house skill, you can choose whether you want the skill for the predefined task to be contract or in-house.
You can select the materials that are required to carry out a predefined task. You can enter the following information on the Materials tab:
Stock ID - You can select a stock item from the list of material stock items. If you select a stock item, Pinnacle will display the stock item description, and you can no longer enter a description.
Material Description - You can enter a description of the material item. If you have selected a stock ID, Pinnacle will automatically fill in the material description for you, and you cannot edit it.
Units - This is the units of measurement for the stock item. If you select a stock item, Pinnacle will set the units to the issue units for the stock item, but you can overwrite this if you wish.
Contract - This indicates whether the material is a contract material, or an in-house material. This will default to In House.
Estimated Quantity - This is the quantity of material that you estimate is required to complete the predefined task. If you change the estimated quantity of material, Pinnacle will ask if you want to recalculate the Estimated Cost.
Estimated Cost - This is the estimated cost of the material required to complete the predefined task. The estimated cost will default to the issue price of the stock item multiplied by the estimated quantity, but you can overwrite this if you wish.
Available - If you have selected a stock item, Pinnacle will determine if the required amount of stock is currently available. If you have not selected a stock item, the Available indicator is set to "N/A".
Work Order Tasks Tab