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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

Updated over 2 weeks ago

This can only be performed by an Administrator.

Steps to Edit a Task:

1. Open the Menu


2. Select "Administration"


3. Select the "Instruments" tab


4. Select the desired Instrument


5. Select "Edit" next to the bolded instrument name


6. Select "Edit" or "Update" next to the task you want to edit & make the necessary changes (See Note below)

Note: "Update" or "Edit" will be available depending on whether the task has been performed.

Click "Task Name: Record Temperature °C"


7. Select "Save Task"


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


9. Select "Finish" when finished

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" & Click on the Task Title without the * (the new Task) to view the change to the Task


7. Select "Close" to exit

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