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Workshop module

Workshop module

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Job Card Tasks

Overview

The "Job Card Tasks" doctype allows you to manage tasks associated with job cards within the Service Management module.

Fields

1. Task Name

  • Label: Task Name

  • Usage:

    • Select the task associated with the job card.
    • This field will display the list of available service tasks.
    • Example: "Inspect Equipment", "Repair Circuit Board"

2. Template

  • Label: Template

  • Usage:

    • Select a template associated with the task, if applicable.
    • Templates can provide predefined details or instructions for the task.
    • Example: "Maintenance Checklist", "Repair Guide"

3. Completed

  • Label: Completed

  • Usage:

    • Check the box when the task is completed.
    • Marks the task as finished for tracking purposes.
    • Example: Check the box when "Inspect Equipment" task is done.

Usage

  1. Navigate to the "Service Management" module.
  2. Select "Job Card Tasks" from the list of available doctypes.
  3. Click on "New" to create a new task for a job card.
  4. Select the "Task Name" from the list of available service tasks.
  5. Choose a "Template" if applicable.
  6. Check the "Completed" box when the task is finished.
  7. Save the record.
  8. You can view, edit, or delete the tasks as needed.

Notes

  • Use the "Task Name" field to select the task associated with the job card.
  • If available, choose a "Template" to provide predefined details or instructions.
  • Mark the task as "Completed" by checking the box when finished.
Last updated 4 days ago
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