How do I Copy a Task on a Work Order in Cargas Energy?

Summary:

In Cargas Energy 2021.12 and later, you can copy an existing task on a Work Order to quickly create duplicates and save time. You can do this either while creating a new Work Order (using the Copy Task button at the top of the screen) or on an existing Work Order (using the Task Actions > Copy Task menu). The copy preserves key fields such as schedule date/time (for existing orders), technician, equipment, notes, callback, and service/price/function/work performed codes where applicable. The copy feature can be used multiple times, and for existing Work Orders it is available until the Work Order is completed and posted. When copying tasks on an existing Work Order, the new task’s status is set based on the original task’s status.

Issue / Question: 

• I am creating a Work Order with multiples of the same task and want to copy the task to save time.
• I need to duplicate a task in an existing Work Order.
• How do I copy a task on a Work Order?

Environment: 

• Cargas Energy 2021.12 or later

Copy a Task when creating a new Work Order

When creating a new Work Order, you can duplicate a selected Task using the Copy Task button at the top of the screen.

Steps:

• Select a Task for the new Work Order.
• Click the Copy Task button at the top of the screen to duplicate the Task.

• The Copy Task button will copy the following information where applicable or populated:
  • Technician 
  • Equipment 
  • Task Notes 
  • Call Back 
  • Service Code 
  • Price Code

This button can be used multiple times during the Work Order creation.

Copy a Task on an existing Work Order

For an existing Work Order, you can duplicate a task from the Task Actions menu.

Steps:

• Navigate to the task you want to copy on the existing Work Order.
• Click the Task Actions menu.
• Select Copy Task.

• This will copy the following information where applicable or populated:
  • Schedule Date/Time 
  • Technician 
  • Equipment 
  • Task Notes 
  • Call Back 
  • Service Code 
  • Price Code 
  • Function Code 
  • Work Performed Code 

Additional Info: 

• For existing Work Orders, the Copy Task action can be used multiple times until the Work Order is completed and posted.
• If the original task is Scheduled or Completed, the newly copied task will be set to the Scheduled status.
• If the original task is Call Received, the newly copied task will be set to the Call Received status.
• For new Work Orders, the Copy Task button can be used multiple times during Work Order creation.