An Unplanned Task can be added from any of the following Work Order modules views (Kanban, Calendar, and Work Queues)
1. Click the “Add” button located in the bottom right hand-side of the preferred view to add an unplanned task:
Kanban view
Calendar View
Work Queues (List view)
2. A “Non Scheduled Tasks” window will open. In this window, complete the 4 step process (Asset, Task, Sub Task, Resource) required for completing the unplanned task.
After logging the asset information, we will continue with the task-related fields
In the next step we will define the information associated with the sub-tasks included in the work order
We will then associate the resources needed to complete the WO and finalize its creation.