Before starting, check the correct device, or Spot, work description and due date. The same task name may be used on several devices.
In the mobile app
- Open Tasks.
- Select the list matching the work's status and use search or filters if needed.
- Open the task and check its Spot, description, responsible parties and due date.
- Read attachments and the task form before doing the work.
You can also open tasks from their Spot's details. If a task is missing, check other statuses and active filters.
In the browser
Open Tasks and filter by period, status and responsible party. Click the task name. Check whether it includes a task form, inspection round or other required entries.
Start to process starts work as the current user. Responsible starts to process uses the responsible party; for a role, select an individual user first. Check the selection so the performer is recorded correctly.
Seeing a task does not itself grant permission to perform or edit it. If a handling button is missing or disabled, check status and ask your administrator to investigate permissions if needed.
After the work, complete the required information. Separate mobile completion instructions also cover tasks requiring review.