Managing tasks and task groups
For field services applications, tasks are created when uploading the workflow file. These tasks correspond to the visual information extracted from the images sent by the field technicians. These tasks can be grouped into Task Groups.

Managing Task Groups

To create and edit task groups, you need to access the Task Group Manager from any major version page of your application.
It is very common to consider a task group as a photo requested from the field. The list of task groups corresponds to the list of photos that a technician must take during an intervention.
For each task group, it is possible to:
  • define its name
  • add a description
  • add one or more illustration images. These images are then sent via the API and can be presented to technicians to help them understand what is expected of them.
  • decide on the list of tasks associated with this task group. This association can be modified at any time.

Managing tasks

The tasks can be edited from the task group manager or directly from the page of a major application version. For each task, it is possible to :
  • define its display name
  • decide if the result of this task should be sent to the technician, or if it should only be used in the back office. This option is available via the "Push to field" checkbox.
  • define one or more messages to be sent to the technicians depending on the result of the analysis. The conditions vary according to the type of task and allow to provide as much contextual information as possible to the technicians to help them understand the AI feedback.
  • define work order types for the task. These work order types are then used when creating a work order to filter out tasks that are not relevant to that work order. It is possible to add one or more work order types for the same task. In the same way it is possible to add one or more work order types to a single work order. Without any work order types, no task is filtered and therefore all tasks will be used for the corresponding work order.