Create new tasks from actions

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Create new tasks from actions

 

If you have created actions for the remarks that have been registered, you can create new tasks with costs, for example an investment task.

Link remarks to task

Remarks can be linked to tasks in different ways: either you create a task directly from the remarks, or you first create a task and then add remarks to it.

 

Create task from remarks

1.Search for the relevant remarks and their actions, for example in the Query Tool > Reports > Inspection > Remarks. Press at the top of the Action column to reorder the list and quickly find the remarks that have an action.

2.Select the row(s), right-click and select Organizer > Create inspection round for remarks.

3.In section Task template, select template under Inspection task.

4.Fill in the remaining information and press Create. The linked remarks are found in the task, east panel under Inspection round > Inspections in this round > Remarks to fix in this round.

 

Create task and link remarks

1.Open Organizer.

2.In the south panel, in the Tasks tab, press Create task/project .

3.In section Task template, select template under Inspection task.

4.Fill in the remaining information and press Create.

5.Select the task in the south panel and press Open task changeset .

6.Search for the relevant remarks and their actions, for example in the Query Tool > Reports > Inspection > Remarks. Press at the top of the Action column to reorder the list and quickly find the remarks that have an action.

7.Select the row(s), right-click and select Link to current task. The linked remarks are found under the Service tab in the task. They are not yet included in any calculation.

 

Create calculation with actions

1.Select the tab Calculations and create a new Main calculation.

2.Give the calculation a name.

Add the remarks with its actions to the main calculation

1.Select the Maintenance tab in the task and press Load to view remarks associated with the assignment. The upper table shows the remarks that are not yet included in any calculation.

2.Select the rows and right-click.

3.Select Add cost to main calculation. The notes and their actions are now included in the calculation and are now displayed in the lower table. What kinds of actions can be added to the estimate depends on which ones are mapped to the cost catalog.

Under Calculations > Preview, you can now find the actions you want to perform with the costs that came from the cost catalog.

To be able to link actions to the calculation, it is required that:

Cost catalog is loaded.

Mapping between the actions and cost catalogs are done.

 

Load a cost catalog

1.Select the tab Calculations.

2.Press Add under the section Opened catalogs.

3.Select catalog in the list and press OK.

 

Map actions

1.Select Organizer > Administrate catalog connections.

2.Select one mapping group that contains the object type Action for inspection or create a new.

3.Add your cost catalog in the bottom window.

4.Press Save.

 

Quick method to Show cost calculation

1.In the Query tool, select the Reports tab.

2.Select Inspection > Remarks.

3.Fill in the search criteria and press Search.

4.In the list of results, right-click on one or more rows where there is a linked Action and select Show cost calculation. A dialog opens.

5.Select catalog and press OK. The calculation opens.

If the selected remark do not have any actions, or if the actions are not mapped to the selected catalogs, an error message will be shown.

 

More information

For a more detailed description of how the function Administrate catalog connections are used, see the user guide for Designer.