Adding Task Groups

Creating task groups is an administration function, and also requires the Task Administration user role. Select Planned Inspections under Products and Administration under Navigation.

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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.

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To create a new record, click on the "+" icon. Name the Task Group, select the Business, and there is also the option of adding Document Number and Revision Number. Click on the save icon when finished.

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