Scheduled Tasks

A Scheduled Task may be:

All Survey, Repair and Work Package objects (including user defined surveys and repairs) can be created as scheduled tasks.

Tip: The use of user-defined objects such as user defined surveys and repairs is limited to users who have the InfoAsset Manager Suite option enabled on their licence. Contact Innovyze for information about adding this option to your existing licence

Scheduled tasks may be repeated at regular intervals. Once a repeated task has been completed, InfoAsset Manager can create a new task scheduled to take place after the repeat period has elapsed. These new tasks are created when updating scheduled tasks.

It is possible to define SQL queries and cost / duration calculations to be run automatically when creating and updating Scheduled Tasks. Such queries may be used to transfer data from asset to survey objects for example. See Custom Scheduling for details.

A Grid Window of a selection of tasks can be displayed by the use of filtering to restrict display to those tasks that match selected scheduling values only.

InfoAsset Manager allows users to store inventory information and to allocate inventory items (and their associated costs) to work orders and hence to assets. If a scheduled task has associated resourcing objects, resource management calculations can be performed, allowing users to estimate and track related labour, material and equipment costs. Inventory management can be achieved by regularly running the Inventory Report, which will underline procurement issues and highlight any material that requires re-ordering.

InfoAsset Manager can also manage task approval. The approval status and approval level of a task can be automatically managed at task creation or updating time via the Manage approval status option of the Custom Scheduling dialog. Tasks for which the estimated cost is greater than the corresponding approval level need to be manually reviewed by approving officers via the Approve Scheduled Tasks dialog. Several scheduled tasks with the same approval level can be processed simultaneously. Please refer to the Approving, rejecting or putting Scheduled Tasks on hold topic for further information.

Create scheduled tasks

All Survey, Repair and Work Package objects can be created as scheduled tasks, which can also be assigned to specific work packages if required. Survey and repair tasks can automatically be created for a selection of assets. In addition, pipe repair objects can be created for a selection of CCTV surveys and vice versa.

All tasks created together will be assigned a common schedule number, which can be used to track the status of the group of tasks. If Custom Scheduling has been set up, the appropriate SQL queries and calculations for costs and durations will be run on the newly created tasks.

To create objects as scheduled tasks:

  1. If creating survey and repair tasks for a selection of assets, select the assets on the GeoPlan window.
  2. Do one of the following:

    Alternatively:

    1. Select Survey/Repair/Task or Work Package in the New object type dropdown list on the GeoPlan toolbar.
    2. Click (New object) to turn on new object mode.
    3. For surveys and repairs, click on the location of the survey/repair on the GeoPlan to digitise it. Refer to the Creating Surveys and Creating Repairs sections of the Digitising Network Objects topic for details on each survey and repair type creation.
    4. For work packages, digitise the work package polygon. Refer to the Creating Polygons and Lines section of the Digitising Network Objects topic for more details.

    Tip: All surveys and repairs can be created by clicking anywhere on the GeoPlan. However, line based geometry tasks such as CCTV surveys or pipe repairs will not have any geometry and will not be associated with any asset. This will have to be done manually in the survey/repair property sheet.

    The Create Scheduled Tasks dialog is displayed.

  3. From the Task type to create dropdown, select the type of task to be created.
  4. Select one of the Create options as required.
  5. If you want to assign the task(s) to an existing work package, select that work package from the Assign to work package list, or, to assign the task(s) to a new work package, enter a name for the new work package.
  6. Check Review task properties before creation if you want to automatically display a property sheet for newly created tasks.
  7. Set the other options as required.
  8. To create the tasks, click OK.

Notes:

The table below lists the objects that are created when creating new tasks based on a selection of assets.

Task Type

Asset Type

No of Objects Created

Collection Network

Distribution Network

 Asset Network

Acoustic Survey

Pipe

1 per Asset

CCTV Survey

Pipe

Pipe Repair

1 per Asset

Cross Section Survey Channel 1 per Asset

Drain Test

Property

1 per Asset

Dye Test

Pipe

Connection Pipe

1 per Asset

FOG Inspection Property 1 per Asset

General Maintenance All 1 per Asset

General Survey All except Collection Network pipes 1 per Asset

General Survey Line

All link and line assets except pipes (Collection)

Pipe (Distribution)

 1 per Asset

GPS Survey

Manhole (Collection)

Node (Distribution)

1 per Asset

Hydrant Maintenance Hydrant 1 per Asset

Hydrant Test

Hydrant

1 per Asset

Leak Detection Survey Node / Pipe 1 per Asset

Manhole Repair

Manhole

1 per Asset

Manhole Survey

Manhole (Collection)

Node (Distribution)

1 per Asset

Meter Maintenance

Meter

1 per Asset

Meter Test

Meter

1 per Asset

Monitoring Survey

Pipe

1 per Asset

Pipe Clean

Pipe

1 per Asset / 1

Pipe Repair

Pipe

CCTV Survey

1 per Asset

Pipe Sample

Pipe

1 per Asset

Pump Station Electrical Maintenance Pump Station 1 per Asset

Pump Station Mechanical Maintenance Pump Station 1 per Asset

Pump Station Survey Pump Station 1 per Asset

Smoke Test

Pipe

1 per Asset

Valve Maintenance

Valve

1 per Asset

Valve shut off Valve 1 per Asset / 1

Work Package

All Assets

1 per Work Package

Asset network and user defined object functionality is only available if the InfoAsset Manager Suite option is enabled on your licence. Please contact us for information about adding this option to your existing licence.

User Defined Survey or Repair

Any object (this can be any built-in object type and any user defined object for Collection and Distribution networks, and any user defined object for Asset networks).

1 per Asset

Schedule a pipe repair from CCTV survey defects

In addition to scheduling a pipe repair from a selected CCTV survey, pipe repairs can be scheduled from selected CCTV defects on the survey property sheet.

  1. In the Defects grid of the CCTV survey property sheet, select the defects that indicate the need for a repair. (If no defects are selected a repair will be created for the full length of the pipe surveyed.)
  2. Click Schedule Tasks on the property sheet toolbar.

    The Create Scheduled Tasks dialog will be displayed showing Pipe repair as the Task type to create.

  3. Fill-in the dialog as required.
  4. Click OK to create the pipe repair.

A pipe repair will be created for the surveyed pipe. The CCTV survey ID (before) field of the repair will be populated with the ID of the CCTV survey used to generate the repair.

If there is no pipe associated with the CCTV survey a pipe repair will not be created.

Schedule a valve shut off from an existing repair

In addition to scheduling a valve shut off from a selection of valves, or when scheduling a repair, valve shut off objects can be scheduled for an existing repair:

  1. Click the Schedule valve shut off tool on the Scheduling Tools Toolbar.
  2. In the GeoPlan window, click on the repair for which the valve shut off is to be generated. The Create Scheduled Tasks dialog will be displayed.
  3. In this dialog Task Type to Create will be set to Valve shut off and the Create a single new task for selected items radio button will be selected automatically.
  4. Fill-in the other fields in the dialog as required.
  5. Click OK.

If the repair clicked on can be isolated by closing valves in the network, the generated valve shut off object will be populated with the valves found. Otherwise an empty valve shut off object will be generated. The Valve shut off ID field of the repair clicked on will be populated with the ID of the valve shut off object created.

Update scheduled tasks

Updating scheduled tasks updates:

Note: The option to close completed tasks automatically on update is set in the Custom Scheduling dialog. When Close task is checked (default setting), on update, the Closed field of the completed task (or incident) is checked and the Date closed field updated to the current date.

To update scheduled tasks:

If Custom Scheduling has been set up, the appropriate SQL queries and cost / duration calculations will be run on the active and completed tasks.

Repeated scheduled tasks

Scheduled tasks may be repeated at regular intervals. Once a repeated task has been completed, InfoAsset Manager can create a new task scheduled to take place after the repeat period has elapsed. These new tasks are created when updating scheduled tasks.

An object is considered to be a repeated task if the Repeat Period field in the Schedule Info section of the object property sheet is set.

For each repeated task, InfoAsset Manager checks the status of the Completed field in the Progress Info section of the object property sheet. If the Completed field is set:

Note:

Field values copied to tasks created from repeated tasks may include field values set by completed task queries run as a result of Custom Scheduling. If such fields are only intended to be set on completed tasks, it may be necessary to set up creation queries to blank these fields when repeated tasks are created.

Pipe repairs that require a review CCTV survey

When updating a completed pipe repair that requires a review CCTV survey, additional checks are carried out before the task can be closed.

For a pipe repair flagged as Completed and with the CCTV required field checked:

When searching for a suitable existing CCTV survey to be used for review, the following rules are followed:

The repair's Review CCTV survey ID (after) field will be updated with the ID of the most suitable CCTV survey found. If the survey was previously flagged as closed, it will be reopened. A log report will be displayed of the actions taken.

Reactivate scheduled tasks

Individual tasks can be manually reactivated by unchecking the object's Completed and Closed fields.

A selection of scheduled task objects can also be reactivated by selecting the objects from the GeoPlan Window or Grid Window and choosing Selection operations | Reactivate selected incidents and tasks from the Selection menu.

For each object in the selection that is still active, this tool will set the Completed and Closed fields of the object to checked and the Date completed and Date closed fields to today's date.

Tip:

If a CCTV survey which is being used to review one or more pipe repairs is selected for reactivation but the pipe repairs are not also selected, the user will be offered the option of extending the reactivation to the associated pipe repairs also.

Note: if a CCTV survey which is being used to review one or more pipe repairs is selected for reactivation but the pipe repairs are not also selected, the user will be offered the option of extending the reactivation to the associated pipe repairs also.

Mark scheduled tasks as complete

Individual tasks can be manually flagged as complete by checking the object's Completed field.

A selection of scheduled task objects can also be marked as complete by selecting the objects from the GeoPlan Window or Grid Window and choosing Selection operations | Mark selected incidents and tasks complete from the Selection menu.

Tip:

If a CCTV survey which is being used to review one or more pipe repairs is selected for marking as complete, but the pipe repairs are not also selected, the user will be offered the option of extending the marking operation to the associated pipe repairs also.

Close scheduled tasks

By default, scheduled tasks that have been completed will automatically be closed when updated. (The option to close tasks on update is set in the Custom Scheduling dialog.)

Individual tasks can be manually flagged as closed by checking the object's Closed field.

A selection of scheduled task objects can also be closed by selecting the objects from the GeoPlan Window or Grid Window and choosing Selection operations | Close selected incidents and tasks from the Selection menu.

For each object in the selection that is not already closed, this tool will set the Closed field of the object to checked and the Date closed field to today's date.

Tip:

If a CCTV survey which is being used to review one or more pipe repairs is selected for closing but the pipe repairs are not also selected, the user will be offered the option of extending the closing operation to the associated pipe repairs also.

Filter scheduled tasks

A Grid Window of scheduled tasks filtered according to values in schedule fields can be displayed.

To display a filtered Grid Window of scheduled tasks:

Only tasks with values matching those selected in the task filter dialog will be displayed in the Grid Window.

Topics in this section
Parent topic: Digitising the Network

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