Tasks

The RALS™ SYSTEM provides the ability to manage tasks. Tasks allow operators to log maintenance activity. Regular activities can be defined as tasks that are recurrent, due one time, or that are done at irregular intervals not having a specific due time. An operator can indicate when tasks are completed or dismissed.

Jump to a heading on this page:
Due Time Statuses
Task Actions
Task Ownership
Institution Access
Adding
Editing
Cloning
Deactivating or Deleting
Task Types
Fields

Due Time Statuses

Each task has a status that indicates whether the task is due in the user’s preferred time zone (if multiple time zone support is enabled).

Icon	Status	Notes
	Not Scheduled	Any scheduled tasks that are deactivated will result in the schedule (Due Time) being cleared
	Not Yet Due	Indicates scheduled tasks are due in more than 24 hours in the user’s preferred time zone (if multiple time zone support is enabled)
	Due Soon	Indicates scheduled tasks are due in less than 24 hours in the user’s preferred time zone (if multiple time zone support is enabled)
	Overdue	Indicates scheduled tasks are past due

Task Actions

Executing a Task

Tasks can only be executed manually when they:

• are active;
  
• have an assigned institution.
  

Tasks will only be executed automatically when they:

• are active;
• are scheduled; and
• have the automatic setting enabled.

Not all task types support automatic execution.

Each time a task is executed, a historical record of the execution is saved.

Scheduling a Task

Tasks can be scheduled to be executed a single time or multiple times according to a recurring schedule. Tasks can only be scheduled if they are active.

For scheduled tasks, the next execution time is displayed as Due Time. If Due Time is blank, the task is not scheduled. Due Time is updated for recurring tasks according to the reoccurrence selections and relative to the execution time or completion time of the task (depending on whether the task is configured to repeat based on the execution time or completion time). The Due Time for tasks configured for automatic execution is not updated when the task is executed manually.

Task Ownership

When an operator is assigned as task owner, content associated with the task (e.g. recipients, display views) is accessible according to the user’s institution access. A task is only visible to the owner of the task.

E-mail View tasks support ownership.

Institution Access

A task’s institution identity is defined by user selection when the task is created. The assigned institution cannot be changed later.

Adding

Tasks can be manually added.

Editing

Tasks can be edited.

Cloning

Tasks can be cloned. All values will be copied, except:

Deactivating or Deleting

Tasks can be deactivated/activated. A deactivated task cannot be executed.

Task Types

The RALS™ SYSTEM provides the ability to manage the following task types:

• General Tasks
• Device Tasks
• E-mail View Tasks
• Levey-Jennings Tasks

Fields

Tasks fields are located in the following places in the RALS™ SYSTEM:

• Data Table Fields
• Add Fields
• View or Edit Details Fields

Data Table Fields

When viewing tasks in a data table, the fields are defined as follows:

Add Fields

When adding a task, the fields are defined as follows:

View or Edit Details Fields

When viewing or editing task details, the fields are defined as follows: