Users who utilize the Service feature of T3 can create Task Lists for their company which can be assigned to a Work Order or Inspection to ensure the proper steps are being taken to complete the service-related request.
Important Note
Task lists work differently for Work Orders vs. Inspections. When using a task list for Inspections, the system automatically creates a Work Order for failed tasks. The system will NOT automatically create a Work Order for any failed tasks in a Work Order.
Creating a Service Task List
From the T3 Fleet web app, select Service from the left menu and then the Manage Task Lists tab.
Select the New task list button.
Type in a Name and Description for the Task List.
From the Edit Task List page, select Add a Task to begin adding steps to the list.
Type in a name for the task.
Select from the dropdown list options of Task Type.
Checkbox - the checkbox will create a box in the task for the user to select when the task is completed.
Pass / Fail / NA - selecting Pass / Fail / NA will create three options: pass, fail, NA, for the user to click when completing the task. Note: Failing a task in an inspection will create a new Work Order for the issue. Failing a task in a Work Order will NOT create a new Work Order.
Input - this will create a text box field so the user can enter details about the task results.
Single Select - selecting Single Select will open a new field where you can enter an option name that will be included in the completion task.
Check the Required box if you want the task required.
Continue adding steps, the list will save automatically.
If you need to delete any steps, select the Remove button.
Optionally add the task list to a Maintenance Service Interval at the bottom of the page.
Once you are done, click Go back.
The new Task List will display in the table.
Select Edit to make changes or Delete to remove.
Adding an Existing Task List to a Work Order or Inspection
Once you've created a Task List it can be added to a Work Order or Inspection.
From the T3 Fleet web app, select Service from the left menu and then the Work Orders or Inspections tab.
Locate and open the Work Order.
Select Task Lists.
Select the Add task list button.
Select an existing Task List from the dropdown list options.
Select the Add Task List button.
The Task List has been added to the Work Order and is ready for completion.
Assigning a Task List to a Maintenance Service Group's Work Orders and Inspections
A Company Owner or Manager has the ability to add a created Task List to a Maintenance Service Group's future Work Orders and Inspections.
From the T3 Fleet web app, select Company from the left menu.
Select Account (across the top).
Scroll to the Maintenance Groups section and open an existing Maintenance Group using the dropdown list.
Select the Add task list button.
Add a list or multiple lists and check if you'd like the Task List added to Work Orders or Inspections.
Click Add. The Task List will be assigned to any future Work Orders or Inspections for the Maintenance Group indicated.
Interested in getting started with T3's fleet management solution for your owned fleet? Find out more and request a demo.