Linked Tasks

In certain scenarios, it may be necessary to configure a Preventive Maintenance (PM) Schedule that includes linked recurring tasks. For example, a PM Schedule might consist of both a 5,000-mile service and a 10,000-mile service. When the 10,000-mile service is added to a work order, the tasks associated with the 5,000-mile service should also be automatically included.

This functions similarly to the parent/child task relationship, where adding a parent task also includes its child tasks. However, with linked tasks, only the tasks that fall within the scope of the posted task are included.

Linked Task Inclusion Table

Linked Task Inclusion Example
Task Added to Work Order	Tasks Included Automatically
5,000-mile	5,000-mile
10,000-mile	5,000-mile, 10,000-mile
20,000-mile	5,000-mile, 10,000-mile, 20,000-mile

Note:
Linked tasks must have divisible intervals and use the primary meter for tracking. For example, 5,000-, 10,000-, and 20,000-mile tasks can be linked, while 7,000- and 10,000-mile tasks cannot. A linked task's interval must be evenly divisible by the current task's interval.

The 5,000-mile task is shown below. Note that the Linked Task field is currently blank, indicating that no other tasks are linked to it at this time.

The 10,000-mile task is shown below. The Linked Task field has been set to the 5,000-mile service, indicating that it is linked accordingly.

The 20,000-mile task is displayed below, with the option to link either the 5,000-mile or 10,000-mile service. The 10,000-mile service has been selected, as will be explained shortly.

After saving and returning to the task list, the link icon appears, indicating that these tasks are linked together.

With the tasks saved, proceed to add them to a Work Order.

Adding the 5,000-mile task alone does not include any additional tasks.

Adding the 10,000-mile service automatically includes the 5,000-mile service.

Create a new Work Order and add only the 20,000-mile task to it.

All three tasks are present.

Because the 20,000-mile task is linked to the 10,000-mile task, the 10,000-mile task is included automatically. Similarly, since the 10,000-mile task is linked to the 5,000-mile task, the 5,000-mile task is also added.

Is it possible to exclude the 5,000-mile task from appearing when adding the 10,000-mile or 20,000-mile tasks in certain cases?

Because these tasks are linked, the 5,000-mile task will always appear automatically when adding the 10,000- or 20,000-mile tasks. However, it is possible to remove unwanted tasks from the Work Order by clicking the red “X” next to the task.

Now the Work Order only has the 10k and 20k tasks.

Similarly, the 20,000-mile task can be removed if desired, leaving only the 10,000-mile task on the Work Order.

The linking feature is designed to simplify the inclusion of multiple related tasks on a Work Order. Use of this feature is entirely optional. Additionally, the Work Order system provides flexibility to remove linked tasks if they are not required.