Assigning Tasks to Groups Quick Guide
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Search for group and sub group.
- File Maintenance > Setup - Orders > Task Groups.
- Type master group ID in the Group ID field at the top of the SYSTOC screen, in the Search grid.
- For large groups, Search by the Sub Group ID also.
- Select the sub group you want to work on.
- If it doesn't exist, Add a new record.
- The correct Master Group ID and Sub Group ID should display in the Task Groups section of the data entry screen before proceeding.
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Search Tasks.
- Use the Enter Search Criteria to find Prototypes field to enter a keyword from a task you want to include in the group/subgroup.
- If possible, use a keyword that shows several tasks.
- Click the adjacent Search button next to the field (Alt+E, not the Search button at the top of the screen).
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Select Tasks.
Click in the left-column box for any task(s) you want to add to this group/subgroup.
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Add Tasks.
Click the Add button to move a task from the left grid to the right grid.
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Repeat.
- Repeat steps 2 through 4 until all tasks have been added to the group.
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Review.
- Check the list of the Prototypes in this Group box for completeness.
- Remove any you don't want.
- Save.
The sequences can be created either here or from the task prototype. This button activates the same wizard from either location.