Adding Task Groups

Creating task groups is an administration function, and also requires the Task Administrator user role. Select Planned Inspections and click on the Admin_Icon.jpg icon to access the Administration menu. 


Expand Inspections and select Task Groups. From the pop-up window, you can view the existing Task Groups, and you can also create new ones. Click on the "+" to create a new record. You also have the option of export to Excel or import from Excel.


To create a new record, click on the "+" icon. Name the Task Group, select the Business and Task Group Type (select Inspections). There is also the option of adding Document Number and Revision Number. Click on the save icon when finished. If creating a number of Task Groups, use the Duplicate function from the drop down menu to create subsequent records.


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