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Asset Tasks

Reports & Actions

A Task report filters tasks associated with the element (asset) and displays them in the task view.

Settings​

Fill out the settings below to configure an asset task report:

tasks

General Information:

  • 1. Report name: Write a name to identify the report.
  • 2. Workflow: Choose a workflow. The report will search through all tasks that are on that workflow.

Fields:

  • 3. Field: Choose a field associated to act as a filter. Only tasks in which the field coincides with the current asset (element) will be displayed in the report. The fields correspond to the workflow's asset, additional fields, and current state.
  • 4. Operator: Set to Equal by default.

Options:

  • A. Closes the settings panel. Clicking outside the panel returns you to the previous window.
  • B. Displays a preview of the report with the current settings.
  • C. Saves the report, making it accessible through the asset viewer.

Example​

Below is an example of a corrective maintenance process. The report is set to display all tasks that involve notifications concerning the asset known as Equipment 1-A.

tasks

The report displaying the notifications involving Equipment 1-A is generated in the task view as shown below:

tasks