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Delete a Task

When to Use

Work Orders consist of one or more Procedures, which are groups of steps or tasks needing to be accomplished before the work is considered to be finished. One deletes a Task from a Procedure whenever the work described in that step is no longer needed.

Permitted Roles

  • Dispatcher
  • Administrator
  • Staff Assignee

Delete Unneeded Tasks

In this example, the Daily Checklist procedure has three task to complete. Suppose today it is not necessary to take the water temperature. Just click the Delete icon to the far right of the task name. You’ll be offered the opportunity to confirm the deletion.

All associated notes, attachments, time, and materials are also removed.