If you need to assign a specific task to a user that is relative to the listed equipment item.
Select the “Add Task” button.
Use the dropdown selection to assign the task to an internal user or a Service Provider Employee.
Select the individual that needs to be assigned the task. Use the calendar to assign a due date for the task to be complete and fill in a description of the task that is needed to be completed in the field provided.
If you need to upload a supporting document that is associated with the equipment item, use the browse option to upload the required document.
When you are complete, select save.
You will receive a pop-up message advising you that the task is saved.
Note: The individual that has been assigned the task will receive a bell notification advising them of the task assigned to them. You will also be able to track the progress of the task in the Action Manager module.