This guide covers two specialized workflows: applying unscheduled routines to tasks and managing re-attendance when assets cannot be accessed during the initial visit.
When to Use This Guide
Unscheduled routines: When you need to add ad-hoc routine servicing to an existing task
Re-attendance: When assets couldn't be accessed during the initial visit and need to be quoted and rescheduled
Apply an Unscheduled Routine to a Task
Use this workflow to add routine servicing to a task outside of the regular scheduled maintenance cycle.
Prerequisites:
The task must have a due date set
Steps:
Open your task and navigate to the Work tab
In the Sub-tasks section, click Add routines
Select the unscheduled routines you want to apply from the list
Click Update Routines
Click Work > Re-apply sub-tasks
Review the confirmation screen showing which service tasks will be added
Click Confirm
The routine servicing is now added to your task.
Manage Re-Attendance for Inaccessible Assets
When assets cannot be accessed during the initial visit, use this workflow to quote for re-attendance and set up a follow-up task.
Step 1: Document Inaccessible Assets
For each asset that couldn't be accessed:
Apply a No Test status to the asset
Add a remark explaining why (e.g., "No access - locked room")
Step 2: Create a Defect Quote
Create a Defect Quote
Add all assets with "No Test" status and access remarks to the quote
In the line items, add an attendance fee product for each asset
Send the quote to the client for approval
Step 3: Create and Configure the Re-Attendance Task
Once the quote is approved:
Create a task from the approved quote
Update the task with a due date
Navigate to the Work tab and click Add routines
Select the appropriate unscheduled routine
Click Update Routines
Do not click "Re-apply sub-tasks" at this stage
This prevents adding all assets from the routine
Only quoted assets should appear on this task
Step 4: Link Routines to Service Tasks
Click Edit (x) service tasks
For each service task, add the appropriate routine to the routine field
Save your changes
The task is now ready for the technician to service the previously inaccessible assets.