Viewing Tasks

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You view task records with Unit Maintenance Plans | Tasks or Coding Definitions | Unit Maintenance Plans | Tasks. The window contains the following:

View section: Shows a map of current tasks and specializations.

Code: Click this heading to sort the list by code. Click again to reverse the order (from ascending to descending or vice versa).

Description: Click this heading to sort the list by description. Click again to reverse the order.

Apply Filter: Lets you set up a filter to select which records should be shown in the table. For more information, see Table Filters.

Details section: Shows information from the selected record.

Task Resources section: Shows demands from the selected task.

Task Temporary Storage section: Shows any temporary storage locations associated with the task.

Purchase Order Templates: Shows any purchase order templates associated with the task. For more, see Purchase Order Templates.

Unit Maintenance Plans section: Shows any unit maintenance plans that use the selected task.

New Task: Opens a window to create a new task record. Fields in the new record will either be blank or assigned default values (as specified in the Defaults for Tasks section).

New Task Specialization: Opens a window to create a new specialization for this task. For more, see Editing Task Specializations.

New Work Order From Task: Opens a window where you can create a new work order that uses this task as a template (often called boilerplate work orders). For example, suppose you have a task that describes what should be done when changing a muffler. When the time comes to change the muffler on a particular car, you can use New Work Order From Task. For more, see Work Orders Created from Tasks.

: This drop-down button offers several possible actions:

Edit: Opens an editor window to let you edit the selected record.

View: Opens an editor window where you can examine the selected record.

Restore: Restores a deleted record. This button is only active if the viewer is in All mode and if you've selected a deleted record. When you click Restore, MainBoss will open a window that lets you examine the contents of the deleted record. If you save the record and close the window, the record will be restored to the Active list.

: Deletes the record that's currently selected.

: Opens a window to let you print your tasks. For more information, see Printing Tasks.

: Lets you export data from this table or import data from a file (provided that the file is in an acceptable format). For more information, see Importing and Exporting Data in Tables.

The button has an accompanying drop-down list containing the following:

Export: Exports data in XML format.

Import: Imports data from a properly formatted file.

Save XML Schema: Writes an XML schema for this table into a specified file.

: Lets you search through the list of records for a particular record. For more information, see Searching for a Particular Record. The button has an accompanying drop-down list containing the following:

Find Next: Uses the same search condition(s) as your most recent search and finds the next record in the table that matches the condition(s). If the search reaches the end of the table without finding a matching record, it goes to the start of the table and continues the search.

Find Previous: Same as Find Next except that it goes backward in the table. If the search reaches the start of the table without finding a matching record, it goes to the end of the table and continues the search.

: Updates the list to reflect any recent changes.

Defaults for Tasks section: Shows any defaults to be used when creating new task records.

Edit Defaults: Opens a window to let you change the displayed default values.

: Updates the list to reflect any recent changes.

For more information on tasks, see Tasks. For more information on task specializations, see Task Specializations. For more on creating or editing task records, see Editing Tasks. For general information on table viewers, see Using Table Viewers.

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