Task Packages

Task packages are resources that can be shared among analyses and can be managed via the Resource Manager. They represent groups of tasks that are performed together at scheduled intervals, for the most efficient allocation of resources and downtime management.

The Task Package window allows you to create, view and edit task packages. It can be accessed by clicking the Create New or View/Edit icon in the Task Package wizard, which is accessed from the Task Package field that appears when you select the Override task scheduling properties with a task package option for a preventive, inspection or on-condition task that is scheduled to be performed at fixed intervals.

  

It can also be accessed from the Task Packages page of the Resource Manager by choosing Home > Edit > Add, by selecting a task package and choosing Home > Edit > View or by double-clicking a task package.

For a new resource, a name will be proposed automatically based on the default naming criteria established for the current database (see Default Name Formats window). You can replace this with your own name, if desired. Remember that the name and identifiers are the primary way in which your team will be able to find the resources you need for your analyses.

The following settings are available to configure the task package:

  • History provides information about when the record was created and last updated. If the history log has been activated at the project level, you can click the View Item History icon to open the Record History Log for the record.

  • Watch allows each individual user to subscribe to receive an alert (via e-mail, SMS text message or portal message) when the resource is changed.

  • Trace Usage. For existing resources, the link at the bottom of the window indicates how many times the resource is currently being used. If you need more information, click the link or the icon to open the Dependency Viewer.

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