Schedule Rounds at Task Level

Use task-level scheduling when some tasks within a round must run more or less often than the rest of the plan.

For example, you want the Operators to 'Check Valve Pressure' daily, you can set frequency for the task instead of the entire 'Control Valve Maintenance' plan to run daily.

To schedule a round at task level:

  1. Expand the Operator Rounds module and click Scheduler on the left pane.
  2. In the Plans tab, click Schedule on the round plan and select Task Level.

    Or

    Click adjacent to the round plan that you want to schedule and select Schedule > Task Level.

  3. In the Header screen, fill the details. For more information, see Schedule a Round Plan by Frequency and Schedule Round Plans by Specific Date.
  4. Select the Allow Buffer Time check box to add buffer time for round execution at the task level.
    1. Select and enter the buffer time to the planned start time.
    2. Select and enter the buffer time to the planned end time.

    Tip: Sometimes, tasks can take more time to be completed. When you add a buffer time, the round will not become overdue and helps operators complete the assignment without worrying about timelines for critical tasks. Depending on the complexity of the task you can add buffer time between 30 mts to 1 hour or more

  5. Click Next on top right.
  6. In the Tasks screen,
    1. Select the location or asset in the Locations / Assets section on the left side.
    2. Select the tasks or whole section in the middle section.
    3. Fill the details in the Revise Schedule section on the right side.
    4. Click Revise.
    Figure 1. Scheduling at Task Level


    A message "Schedule Revised Successfully" appears.

  7. Click Schedule on top right.
    A message "Scheduled Successfully" appears and the selected tasks are scheduled.

The selected tasks are scheduled using their configured task-level frequencies.

Next:Monitor the generated round and confirm that the task-level work appears as intended.