Production Tasks
Overview
Production tasks are the core of the Pilot case management system, defining the workflow for each case. They are automatically generated based on the product's production template when a product is added to a case.
Each production task includes:
- Task Name: A descriptive name for the step.
- Assigned Workstation: The workstation responsible for completing the task.
- Assigned vs Actual Technician: If there is an assigned technician on a task, it was assigned automatically by Pilot. However, assigned technicians are just a recommendation that is a part of our production schedule. The actual technician that performed the work, which may or may not be the same technician, is tracked separately.
- Assigned Date and Time: The date and time when the task is scheduled to be started.
- Start and Finish times: The times when the task was started and finished. If a task is started without an assigned technician, Pilot automatically assigns whoever started the task. Same is true when a task is finished.
Production tasks can be viewed and managed within the case details and the technicians' view, allowing for real-time tracking of progress and resource allocation.
How production tasks work
Production tasks are automatically scheduled based on the sequence, duration, and estimated days. Pilot calculates technician capacity to determine assignments, and tasks are linked to specific workstations and can be assigned to users working at those workstations.
To learn more about creating and managing production tasks, refer to the Operations Flow section in the documentation, which provides detailed instructions on how to set up and configure production tasks for your specific needs.
There are 3 ways to complete a production task:
- From the individual case page, where users can mark the task as started or completed.
- From the Technicians' View, where technicians can see and manage their assigned tasks.
- By scanning a task barcode in Scanner Tools.