1. Following the navigation path you reached the Product maintenance form > Product Tasks tab

2.Select the Lab for which you want to add the tasks list from the Schedule for Lab dropdown.

3.Select the Production Method for which you want to add tasks. If the Product is newly created then there is only one method: the Default one. Click on the method and all existing tasks  (if there is one) that are included in this method are displayed on the right.

4.Click button and the Product Task form will open.

Product Tasks form displays all tasks on the left and the already added tasks on the right

5.Select the task you want to add by clicking on it and click Add button to move it on the right list.  

Note: Repeat this step to add all tasks to the Product Tasks list.

Note: If you decide to delete one task that you have just moved to the Product Tasks list, then just click on the task and click on Remove button. This way the task will get back to the All tasks list and will be cleared from the Product Tasks list that you are creating.

6. When the list is completed click OK to return to Products form.

Note: All tasks have been added under the Production Method selected on Step 1.

By clicking on button after a task was selected you will be able to make the necessary updates for each task, including changing its Production Method.

1.Following the navigation path you reached the Product maintenance form > Product Tasks tab

2.Select the Lab that has the task from the Schedule for Lab dropdown

3.Click on the Production Method that has the task you want to edit

4.Click on the Task in the Product Task panel

5.Click

Edit Production Task form

6.Make all necessary changes. All available options are described below. You can keep the default values, or change them as needed.

➢Change Production Method - select one from the dropdown field.

➢Change the Production Tasks - click on next to Production Task field.

Note: By selecting a new Production task you replace the existing one with the selected one, without changing the existing one's name.

➢Enter or change the Production Order. If tasks needs to be executed in a specific order then here is were the order is defined. The tasks will be sorted ascending in the list after this number and will be executed in the order they were set

➢Enter or Change Duration and select whether the entered number represents Hours or Minutes.

➢You can choose to Start Next Day. If so then another option becomes available: Only when Department is different than previous task.

➢You may define Unit Value for each task. When crediting technicians, the quantity will be multiplied by unit value. The default is 0.

➢You may Override Pay Rate by checking this option and entering the new Pay Rate for this task.

➢Ignore Quantity (always set Quantity to 1) - if checked then the quantity is set to 1 by default

➢ If the task is a Quality Control task then you need to check QC Task box and enter the task for which the Production Task is a QC task. You can do that by clicking on the right of QC Task of: field and selecting the task from the look up list.

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

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

➢ Check For Technician Credit, ignore product quantity (Flat Rate) - if you want to use this option

➢ Select 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 > Global Settings > Global > Case Option > Case Entry tab

➢Select Department.

➢You can check Tryin Break Point. With this option checked, all tasks up to and including this task will be scheduled. All tasks after this break point will be deleted from the case.

➢You may select Never combine or eliminate this task if the task is mandatory and do not want to combine with other tasks.

➢Load Schedule:

•You may Assign to Team or Assign to Technician or Equipment

•If the task is assigned to an Equipment check This task is performed by Equipment and select Required Proficiency.

7.Click OK to save the changes.

Note: any field can be changed, including the Production task  which will automatically delete the task that was in the list and will replace it with the selected one.

1.Following the navigation path you reached the Product maintenance form > Product Tasks tab

2.Select the Lab that has the tasks from the Schedule for Lab dropdown

3.Select Production Method where you have the tasks you want to order

4.Click on . Order Product Tasks form will open

5.Click on a task and move it up or down using the arrows from the bottom of the page.

6.Enter valid numeric value in List Order step.

7.Click Ok when finished.

1.Following the navigation path you reached the Product maintenance form > Product Tasks tab

2.Select the Lab that has the task from the Schedule for Lab dropdown

3.Select Production Method where you have the tasks you want to remove.

4.Click on the Task

5.Click

6.Select Yes when prompted for confirmation

1.Following the navigation path you reached the Product maintenance form > Product Tasks tab

2.Select Lab from the Schedule for Lab dropdown from which you want to copy the schedule.

3.Click

4.On Copy Schedule to Product form select the Product

5.You can choose to Delete the existing Tasks before copying the Schedule. If this option is selected then the product where this schedule will be copied will have all previously scheduled tasks for the selected lab removed.

6.Click OK.

1.Following the navigation path you reached the Product maintenance form > Product Tasks tab

2.Click

3.Click on the numeric value you want to change. The field becomes editable and you can enter new values.

4.Click