Editing Tasks

The process of editing tasks varies depending on whether the task is linked to a series of tasks or is a single task.

Step-by-step guide

1. Select Operations > Scheduling > Scheduler. The Scheduler screen is displayed.

2. Right-click on the required task.

3. Click [Edit].

   
   

   

   
   

   The Edit Task dialog box is displayed.

   
   

   

   
   

4. Modify the required fields.

5. Select the Review & Save tab.

   
   

   

   
   

6. Review the Additional Information and Resource Validation panes for the task to ensure all required information is completed and there are no conflicts with resource requirements.

   
   

   In the example below, the resource (Matthew Black) assigned to the PIC role has not been rostered for a corresponding duty, but is allocated to the task.

   
   

   

   
   

7. Click [Save] to confirm the task changes.

   
   

    Video Guide:
    

Related articles

• Page:
  Assign Recency Requirements to Shift Codes
• Page:
  Setup Scheduler Options
• Page:
  Printing the Schedule
• Page:
  Using the Scheduler Register
• Page:
  Delete a Series of Tasks

Scheduling Module Guide: