What does each Task Type Checkbox Flag do?

Dynamic Parent-Child Task

Allows creation of ad hoc or dynamic parent tasks with ad hoc children that need not be based on a predefined template

Enable Auto Assign

This flag will automatically assign the task to all on-shift users who are on the team that can perform the task type within the area that the stop/asset is in. NOTE: This is commonly used in combination with the Needs Acceptance flag and is commonly used for critical priority scada tasks that require first responder type service.

Ability for Task to get assigned/re-assigned by

This flag allows the task to be assigned/reassigned by anybody on the team in the area or the assignee themselves.

Auto Approve

Tasks submitted directly from the mobile app will bypass the “Draft” status by enabling this flag.

Needs Acceptance

Will require the assignee to accept or reject the task and will provide visual confirmation to the dispatcher of the action taken.

Is Linkable

Allows linking the task to a new task. For e.g. a follow up repair or inspection can be a linked task that is created from a prior inspection.

Resolve upon Geofence Trigger

Automatically resolves the task upon the assignee entering the geofence location. Usually used for visual type tasks.

Enforce Comment

Forces the assignee to type in a comment prior to allowing resolution of the task.

Set Task Type Attributes

Allows setting up of task type attributes.

Hide Task Creation on Mobile

Hides the task type from being created via a mobile phone; usually used for when you don’t want field users to create the task type from the field via mobile application

Hide Task Assignment during creation on mobile

Hides the assignee field during task creation on the mobile app

Hide Priority during creation on mobile

Hides the priority field during task creation on the mobile app

Hide Work Order during creation on mobile

Hides the Work Order number field during task creation on the mobile app

Hide Asset during creation on mobile

Hides the asset field during task creation on the mobile app

Hide Date during creation on Mobile

Hides the date field during task creation on the mobile app

Exclude from routing engine

Excludes the task type from being pulled into the routing/dispatching/resourcing algorithm

Full Manual Mode

Excludes the task type from automated actions such as the routing engine or the daily job which pushes tasks to the next day

Single Active Task Only

Ensures that this specific task type can only have one open instance (i.e. status <> resolved) on a specific stop/asset. Typically used when a SCADA alarm is setup to create a task and the SCADA alarm keeps hovering under and over its limit; this flag will ensure the task is only created once until resolved rather than creating a task every time the SCADA alarm comes back on.

Mandatory Watcher Groups

Forces the user to select a watcher group while creating a task

Needs Equipment

This flag enables a unique setup for the task type which requires that the task first be assigned to an equipment and then an assignee. This is common for use cases where you have some portable heavy machinery such as a truck or a crane which is required for a task. First, you must assign the heavy machinery for the task, and then you must assign an operator/assignee to run the heavy machinery for the task.

Mandatory Assignee

This requires an assignee to be assigned before the task can be created.

Use Trigger Task Rules

Allows setting up of rules to trigger follow up tasks based on attribute values of the initial task.

For e.g. An AVO inspection has a rule that says if the user answers “Yes” to the form question “Corrosion on roof?”, then kick off a follow up repair/re-inspection task.

Generate Multiple Siblings

Allows creating multiple copies of the same task. E.g. A waste truck is ordered for a job. If 10 more waste trucks are needed - the dispatcher can generate multiple siblings and select which form sections of the original task (if applicable) need to be copied into the new task.

Enforce Time Spent

Requires the user to fill out the time spent attribute prior to resolving the task.

Allow Asset Levels Info

Allows selecting lower levels of the hierarchy that may be setup.

For e.g. if your setup has lower hierarchy levels in the metadata as follows:

• Field>Area>Stop>Asset>Level 1>Level 2…. Level n

• Midland>Midland North>Rancher’s Gulch> RG Well 1>RGW Wellhead Tree > RGW WT - Valve 5

Allow Creation of Task with Resolved Status

Enables a toggle for the task type which allows submitting the task as resolved - as long as all validations are met

Default Location Task

Selects a system default location for the task. This location is meant to serve as a filler for tasks that don’t require a physical location such as administrative tasks that may need to be completed or field tasks that are not specific to a location - such as inspecting a fire extinguisher in an operator’s truck at some regular interval.

Auto Approve

Allow creation of task with resolved status

Auto approve skips the DRAFT status with the intent of moving the task to Open without a Confirm step. However, the point of allowing creation of a task with a resolved status is to move directly to the Resolved status.