When tasks are created make sure that you give them suggestive names so it will be easy to use them later on other forms. The task name is the only mandatory field on creation process, but all another details can be essential later in the application, so please make sure that you enter all necessary data.

1. Click button and Add Task form will open.    

Add Task form

2.A Task name is required.

3.Short Description of the task needs to be filled in the Description field.

4.Enter Sequence.

5.Enter Duration to complete the task and select whether the entered number represents Hours or Minutes.

6.Start Next Day and Skip...days  fields are next. When these are set, they will be the defaults for the tasks at the product task level.

7.Enter Pay Rate.

8.Enter Unit value.

9.Ignore Quantity -  If checked, the schedule is created with quantity of 1 regardless of the product quantity specified in the case. This option is useful where you may have a product with 3 units but you would want a given task like Model for example, to be scheduled only once.

10.Check QC Task if the task you created is a Quality Control task.

11. Enter the task for which the created task will be a QC task . You can do that by clicking on the right of the QC Task of field and selecting the task from the look up list.

12. Check the Vital To Scan box if this task needs to be scanned before going further with the product manufacturing.        

13. Check the Vital To Invoice box if this task needs to be invoiced before going further with the product manufacturing.        

14.Check For Technician Credit, ignore product quantity (Flat Rate) box if this task requires only a flat rate. 

15.TryIn Break Point option is available.

16.Select Task Type.

17.Select a Production Lab from the drop down list if the laboratory where this task will be completed is other than the default Lab.

Note: To check or set the default laboratory go to: File > Settings > Global > Case Option > Case Entry tab

18.Click OK in order to save the record.

The task has been added and you can see it in Production Tasks list form.

You can also add Pay Rate, assign Technicians that have the ability to perform this task, and set QC Checklists Points for tasks that are Quality Control tasks.

You can make any changes at any time to all fields by selecting the records you want to modify, entering the new value and clicking the OK button.

1.Select the task you want to update by clicking on it.

2.Click on edit.

3.Make any desired changes.

4.Click OK to save the changes.

You have to make sure that the task you want to Delete is not already used.

1.Select the Task you want to delete .

2.Click on .

3.Select Yes when you are asked for confirmation.

Note:

Record will be deleted permanently from the database. If you want to use it later you have to Add it again.

DLCPM always provided the option to set the pay rates by Task and assign it to the technician. This option has extended this feature by allowing different pay rate by product, task, and Employee.

1.Select the task to which you want to add Pay Rates.

2.Select the Lab on the Pay Rates tab on the lower side of the form.      

3.Next you have two options:

➢Add one Pay Rate at a time:

oClick on the Pay Rates tab on the lower side of the form.      

Add Pay Rate to task  

oSelect a Pay Rate from the drop down list.

oEnter Pay Percentage or the Amount value.

oCheck one of the following two paying options available for rejected tasks: Flat Amount or Percentage and enter the value you want to set for the selected option.

oClick OK in order to save the record.

➢Add All Pay Rates

oClick

oSelect Yes for confirmation when asked.

1.Select the Task by clicking on it.

2.Select the Pay Rate you want to change

3.Click on  edit on the Pay Rates tab on the lower side of the form.              

4.Make any desired changes

5.Click OK to save the changes.

1.Select the Task by clicking on it.

2.Select the Pay Rate you want to delete

3.Click on on the Pay Rates tab on the lower side of the form.               .

4.Select Yes when you are asked for confirmation.

Note:

Record will be delete permanently from the database. If you want to use it later you have to Add it again.

1.Select the Task.

Note: Task must have at least one Pay Rate value entered. If it hasn't then please add one before going further.

2.Click on the bottom of the Technician  tab.                                                          

3.Check the box from Employee ID field for the Technician you want to add, and uncheck for the one you wish to remove.

4.Select the Pay Rate that will be associated to this employee when the task is completed from the Change Pay Rate field when the Technician record is selected.

5.Click OK in order to save.

Note: This operation can be done also from View > Employees form. The difference is that on Employee form the tasks is assigned to a technician and on the Production Tasks form on the Technician tab a Technician is assigned to an existing task.

1.Select the Task. Make sure that the task is a QC Task, otherwise you will not be able to add QC Checkpoints.

2.Click on the bottom of the QC Checklist Points form.                                                        

3.Select the Checkpoint you want to add from the available ones by clicking on edit.

4.Click OK in order to save the record.

1.Select the Task.

2.Select the Checkpoint record you want to change on the QC Checklist Points form.

3.Click on  edit.    

4.Make any desired changes.

5.Click OK to save the changes.

1.Select the Task.

2.Select the Checkpoint you want to delete on the QC Checklist Points form.

3.Click on .

4.Select Yes when you are asked for confirmation.

Note:

Record will be delete permanently from the database. If you want to use it later you have to Add it again.

1.Selects the Task.

2.Click on Associated Products tab.

Associated Products tab            

3.A grid displays the products that are associated with the selected task.