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Complete Tasks, Log Error and Upload Documents

Access Paths

Users can enter logs from:

  • View Logs Menu
  • Dashboard

Task Status Color/State (as described)

  • Upcoming (green)
  • Due Soon (yellow)
  • Overdue (red)

How To Complete a Task

  1. Open log → go to task list.
  2. Find the task you need to perform and select the Complete button.
  3. If the task requires input:
    • Select task → enter value/result
    • Add corrective action/comment if needed
    • Attach image/file if needed
    • Submit/Complete

Alternative Task Actions

If task cannot be completed normally, use the Other Actions dropdown:

  • Not performed
  • Not in use
  • Not applicable
  • Unable to perform

Requirement: Document reason/comments when exceptions occur.

Adding Additional Entry

  • Navigate to the Task Entry page.
  • Locate the task where you want to add a new entry.
  • Click Create Entry on the top-right side of the task workspace.
  • Enter the required results and comments (if applicable).
  • Click Complete Task to save and finalize the entry.

Amending an Existing Task Entry

  • Navigate to the Task Entry section.
  • Locate the task that contains the record you want to amend.
  • Find the specific entry under Task Entries.
  • Click the three-dot menu next to the entry.
  • Select Amend.
  • Click Amend Entry.
  • Enter the updated results or information.
  • Click Amend Entry.
  • Select the reason for the amendment when prompted.
  • Click Confirm Amendment to save changes.

Viewing Amendment History

  • Locate the recorded task entry.
  • Click the three-dot menu next to the entry.
  • Select View Amendment History.
  • Review previous values, updated values, user, and timestamp.

Adding or Editing Comments on a Task Entry after the Task is completed

  • Locate the recorded entry in the Task Entries section.
  • Click the three-dot menu next to the entry.
  • Select Add/Edit Comment.
  • Enter the comment.
  • Click Save.

Log Error and Corrective Action

  1. From the Task Entry page, select Log Error.
  2. Enter:
    • Error date/time
    • Description
    • Corrective action
    • Notes (optional)
    • Error code (optional)
  3. Mandatory selections:
    • Issue fixed by staff? (Yes/No)
    • Service called? (Yes/No)
    • If yes: service reference number
  4. Save.
  5. Verify it appears in Error History.

Upload Documents

  1. Select the upload document icon.
  2. Choose document type (manual, procedure, specification, other).
  3. Browse file → upload.
  4. Verify the document appears and is accessible in the log context.

Record Review, Export, and Print

  1. Completed tasks appear in the task history for each task, and the overall log history can be viewed from the Records view.
  2. Records show:
    • Task
    • Completion time/date
    • User
    • Status
    • Comments/notes
  3. Export/Print records if needed for audits.

Ad Hoc Tasks (Out-of-Schedule Documentation)

  1. On the Task Entry page, select Add Ad Hoc Task.
  2. Enter:
    • Task name
    • Reason (from presets if enabled)
    • Ticket/Case ID (optional, recommended)
  3. Add a task and complete it as normal.

Use cases:

  • Weekend/on-call maintenance for 5-day labs
  • Extra maintenance run due to instrument issue
  • Post-repair verification tasks