How to set up monitoring tasks

A task is a recurring piece of work on a site — monthly temperature monitoring, weekly flushing, quarterly showerhead cleaning. Customise Site › Tasks lists them with their responsibility, schedule, start and finish, number of assets and tests, last visit and next due date.

Add or edit a task

1. Click Add task (or click a task). Pick the PPM — that fills in its standard schedule.

2. Set the Task name and Responsibility (add a new responsibility title right there if you need one).

3. Set the Start and Finish dates.

4. Under Schedule: Frequency and Every (for example every 2 weeks), the days it Can be done on, Days early allowed and Days late allowed (the window for entering results before it counts as missed), the Missed visit risk, Random outlets (test only that many assets per visit) and Blocked months (no visits in ticked months).

   

5. Click Save. If you changed the dates or schedule, BRS offers to re-plan the task so its visit dates catch up — see Run Site Planner.

From the task

• Assets & tests — choose which assets the task visits and when: Task assets.
• Transfer assets — move assets from one task to another.

Several tasks at once

Tick tasks and change their Responsibility, Start date or Finish date together. Show ended includes tasks whose finish date has passed.