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Edit an Existing Maintenance Task
Edit an Existing Maintenance Task

Edit / Change a maintenance task. Ex: Frequency, used / linked reagents and controls, title / name, data field, etc. Locate Changes to task

Joann Wilson avatar
Written by Joann Wilson
Updated over a week ago

This may only be completed by an administrator.

Steps to Edit a Task:

1. Go to "Administration" from the menu

2. Select the "Instruments" tab

3. Select your instrument

4. Select the "Edit" button next to the bolded instrument name

5. Select the "Edit" or "Update" button next to the task you want to edit (See Note below)

6. Make the necessary changes

7. Select "Save Task"

8. If the task isn't in the desired location, you can "drag and drop" it by using the task number box

9. Be sure to select "Finish" when finished

Note for Step 5:

Changes to a Maintenance Task can be located using the following steps:

1. Go to "Reports" from the Menu

2. Select "Maintenance Logs" on the left side of the screen

3. Apply any needed filters to locate the instrument

When a Maintenance Task is updated it does not lose it's previous data. All data is maintained within the system. Therefore, a visual indicator has been given to signify a change has been made.

Any updated task is indicated with an * in the Task Title. This only appears on the reports the month the change was made.

In the example below, the Task "Daily Tasks" had a start time of 0800 changed to 0000.

4. Click on the Task Title with an *.

5. A box will open that shows the date/time and User that made the change along
with the details of the original task.

6. Select "Close".

7. Click on the Task Title without the * (the new Task) to view the change to the Task.

8. Select "Close" to exit.

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