Tasks - Intergraph Smart Completions - Intergraph Smart Completions Android Update 4 - Help - Hexagon

You can view the tasks created in SaaS, and can make changes to them in the SCC application.

The Tasks Module allows the user to:

• View all tasks associated with a project and their status.

• View task datasheet (if performed digitally).

• View and/or print task form (if performed by paper).

• View task details (existing Punchlist items, and Assets if performed digitally).

Manage Tasks

1. Click Tasks to view the tasks and its properties.

   

   Select the C/O search to view the list of checked out tasks. When the C/O is in default state, you can view all tasks irrespective of the checkout status.

2. When you click the PDF icon of a task, the document shown is dependent on the following conditions:

   Execution Mode	When a task is	Shows
   Digital Execution	Digitally Executed - Completed State	The digitally executed form as PDF
   	Not complete and Planned Form is generated	Planned form as PDF
   	Not completed and planned form is not generated	Datasheet
   Paper based execution	Completed State	Paper executed form as PDF
   	Not complete and Planned Form is generated	Planned form as PDF
   	Not completed and planned form is not generated	Datasheet

3. Using advanced search, select Tasks With Predecessors Pending check box to filter out the tasks which has the pending predecessors. This functionality is available in both online and offline modes. For more information on advanced search, see Using Search in SCC.

   

4. You can search for specific tasks by using the column search and Search Tasks option. For more information, see Using Search in SCC.

5. Using a toggle, you can now filter out the completed tasks or punchlists from the list view.

   

   • When the toggle is switched on, you can view the list of tasks which include the completed tasks as well.

   • You can use the toggle button from the punchlists tab too.

6. Click on a task name to open the task summary tab where you can view all the details associated with the task.

   When you select a task which is already checked out by another user, you see a message on screen stating "Cannot be edited as it has been checkout by another user: <username>".

7. In the Task Summary tab, click Get Location. This will provide the latitude, longitude, and altitude coordinates of the tag object in the plant.

   

   The accuracy of the location varies from 100-500 meters of the actual tag objection location.

8. Click on View DS to view the datasheet associated with the particular task. The datasheet has all the details related to the task.

9. Create a punchlist from task summary page.

   

10. Select Reference Documents tab to view and access all the documents associated with a task.

    

    You can now view third party documents available in the third party document management system both online and offline.

11. In the Reference Documents tab, you can also view the task related asset documents, loop/pack documents and the documents associated with the child assets for that loop/pack.

    To access child tags of loop/packs in mobile, you must select Yes against the Pull/Download Child Tags to Mobile? in Edit Loop Test Tracking page of SaaS.

12. Select the PDF icon for the document you want to view. The document opens. To close the document and return to the Task select the Back icon and then the Steps Completion tab.

13. You can view the task steps in the Steps Completion tab, when the tasks has started.

    

    During task execution you might see steps that are not having the option of N/A checkbox and are made mandatory. This means that these steps were pre-configured in the SaaS application to disable N/A option for this specific step. For more information, see Configure N/A checkbox for planned tasks.

14. In the smart form of Steps Completion tab, you can revoke a closed task only if you have the revoke rights assigned in the SaaS application. Else, the Revoke button is in disabled state in the task smart form.

    

    This is also applicable for the smart forms of preservation tasks and task centric steps of the work package.

15. In the Punchlists tab, you can view all the task associated Punchlists.

16. In the Punchlists tab, you can also view the task related asset punchlists, loop/pack punchlists and the punchlists associated with the child assets for that loop/pack.

    To access child tags of loop/packs in mobile, you must select Yes against the Pull/Download Child Tags to Mobile? in Edit Loop Test Tracking page of SaaS.

17. You can now start editing the punchlist from the Task Manager itself.

How to edit an asset, loop, or pack associated with a task?

1. Open a task.

2. In the Task Summary tab, click on the <asset tag> number to navigate to the Edit Asset page.

   

   When you have an associated pack or loop, you will see a pack ID or loop IS in the place of asset tag ID.

3. In the Edit Asset page, you can update or modify the asset properties and can also delete the asset image.

How to verify documents from task module?

1. In the task list view, click on a task.

2. In the task details form, click on Assets tab.

3. Click on Documents tab for the related asset.

4. You are directed to the Documents tab of the related asset details form.

   Click on icon to view the PDF.

   Click on to view the document on a new tab of your web browser.

How to edit a punchlist associated with a task?

1. In the Tasks list view page, click on a task which is associated with punchlists.

2. Using a toggle, you can now filter out the completed tasks or punchlists from the list view.

   When the toggle is switched on, you can view the list of tasks which include the completed tasks as well.

3. In the Task details form, go to Steps Completions tab.

4. Click on the punchlist id <PLXYZ>, from the step action table.

   You can also select the punchlist id from the Punchlists tab.

5. You are now directed to the edit form of the Punchlist.

   

6. Edit the required information, and click Save.