Steps in the screenshots correspond to the numbers in the headings.
This sub-type is used for Authorized Vendor Work--- work performed by a contractor or vendor, not ATS employees. This can be used on a variety of Task Types: Reactive (CM) if a Repair, Proactive (PM) if the contractor is performing a routine PM, Other (PR) if they are helping with a project.
1. In the Work Module, find the Task in All Open Tasks or another drop-down.
2. Highlight the task to select it.
3. Click on the Task Summary badge.
4. Click on the pencil to edit.
5. Click on the Task Activity Sub-type drop-down.
6. Choose Vendor Contract from the list.
7. Click Save.
Because Vendor Contract can also be used on PMs, it can also be added to the PM Job Plan in the Planner Portal. This will cause the PM to be marked as "Vendor Contract" every time the Task is generated.
The nice thing about adding it in the Planner Portal is that you can attach it to ALL types of Work Orders and Tasks, not just MPRO Tasks.
1. Click on Planning.
2. Click on Job Plans.
3. Select the Job Plan(s) you wish to edit. Click on the three dots and choose Edit Job Plan.
4. From the Summary Panel, choose the arrow next to sub-type.
5. Select Vendor Contract.
6. Click Save.
7. You can return to the Job Plan grid by clicking on the button next to Save, or by clicking the Red X in the upper right corner.
Task Activity Sub-types will show on both your Shift Turnover Reports and in Power BI Reporting.
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