Facilities request tasks

A facilities request contains one or more tasks. These tasks allow qualifiers to define separate activities that must be done to complete a facilities request.

Administrators can create multiple tasks under a single request. Splitting a request into separate tasks, when necessary, enables qualifiers to:

• Assign different aspects of a request to different staff members.
• Assign tasks to staff members with different skill sets.
• Assign tasks to staff members in different locations.
• Schedule parts of the work at different times.
• Schedule tasks so they are done one after another.
• Schedule tasks so they are done at the same time by different staff members.
• Schedule more tasks, if necessary, to complete the request.

Users with these roles can edit schedule times, including windows and planned durations. The Estimated end time is calculated from the expected start time and the work duration and is read-only.

• <sm application>_qualifier: Tasks in the Draft state.
• <sm application>_dispatcher: Tasks in the Pending Dispatch state.

• <sm application>_admin: Tasks in Draft or Pending Dispatch state.

• Create a facilities request task
  Facilities request tasks are created from facilities requests.

• Clone a request task
  Existing tasks can be cloned to create tasks with the same populated fields.
• Create a task template for common task requests
  If you have tasks that are often repeated across multiple jobs, you can create and reuse a task template in multiple request templates. You can also use it on a Work order request to pull common and repeatable information into a request.
• Auto-dispatch a task
  When a task is auto-dispatched, the application matches the task with a nearby agent having the necessary skills and schedule that can accommodate the task.

Parent Topic:Facilities service management process