Add/Edit Planning Task Dialog

See below for the description of fields in the Add Planning Task/Edit Planning Task dialogs.

Field/Checkbox Name	Description
Asset	Indicates where the task is to be completed. Choose an asset from the hierarchy. You must either specify and asset or an asset type for a planning task.
Ad Hoc Task	If you this checkbox, the task generated from this planning task will be flagged as an ad hoc task.
Start KP/EL / End KP/EL	Defines the starting and ending kilometre point (KP) or the elevation location where the task is to be performed. These fields are optional.
Asset Type	If this task is not relevant to a single asset, but rather a group of assets of a particular type, then choose the asset type by clicking on the ellipsis button.
Event Type	Choose the type of event to be scheduled. The event type identifies the inspection method to be scheduled and carried out. This field is mandatory.
Schedule Type	A non-required field, used for grouping or categorising.
Category	You may optionally create task categories to further group your tasks (for example, tasks that require rope access, tasks that should only be undertaken on days ending in a ‘y’, etc.).
Requires Shutdown (Manual)	Indicates whether the asset requires shutdown prior to being completed.
Requires Shutdown (Lookup)	Choose a Yes / No AIG field that contains the Shutdown flag for this task.
Order Number	Specifies the order in which the tasks are to be completed (for information purposes only). For example, if an asset should be cleaned and then GVI’ed, give the Cleaning task a lower order number than the GVI task. Repeated numbers are OK. Specifying the Order No attribute for individual tasks determines the order they appear in the IC-Inspector Tasks list.
Approx Timing (Manual)	This value is used to estimate the overall duration (and optionally, cost) of workpacks.
Approx Timing (Lookup)	Choose a Numeric AIG field (if any) that contains the estimated time to complete this task.
Instructions (Manual)	Enter any specific task instructions here. If you create a workpack report, this can provide guidance to the inspection engineer.
Instructions (Lookup)	Choose the AIG field (if any) that contains the instructions for this task.
Start (Manual)	Enter a value that defines the first occurrence (or workpack) to create this task. This can either be a number type field which specifies the first occurrence, or a date type field (such as “last inspected date”). The Update/Apply process will work out the occurrence based on the date.
Repeat (Manual)	Enter a value that defines the frequency that the task is to be created. This can be either a number type field (which will be considered a frequency), or a date type field (such as “next inspection date”). For example, if you enter 3 in this field, a task will be created at every third occurrence. The Update/Apply process will figure out the occurrence based on the date.
Start (Lookup)	Choose the AIG field that defines the first occurrence (or workpack) to create this task. This can either be a number type field which specifies the first occurrence, or a date type field (such as “last inspected date”). The Update/Apply process will work out the occurrence based on the date. If a date type field is used, it will auto-populate the Due Date field of planning tasks generated by this template.
Repeat (Lookup)	Choose the AIG field which defines the frequency that the task is to be created. This can be either a number type field (which will be considered a frequency), or a date type field (such as “next inspection date”). The Update/Apply process will figure out the occurrence based on the date.
Create Action	Determine when exactly a task should be created. Choose from the following options: Always create task when Start Occurrence is valid, regardless of Repeat Occurrence value. Only create task when Start Occurrence and Repeat Occurrence are valid.
Anomaly Action	If this planning task is related to a specific anomaly action, then click on the ellipsis button and choose the relevant anomaly action from the list.
Details	You can specify a reference or source for the planning template task, for example, “Risk Based Assessment” or a “company procedure number”.