Tasks / Work Instructions
The kinds of work a Task can guide and record, from procedures and inspections to guided decisions, training, and records.
A Task guides a Technician through work step by step and records what was done: readings, photos, decisions, and sign-off. These are the kinds of work Tasks are built for, grouped by what they do.
In the Copilots portal, every Task is built as one of three types — Troubleshooting, Procedure, or Inspection. For the types and how to build a Task, see What are Tasks.
Procedural Work
| Task | What it does |
|---|---|
| Procedure | Guides significant multi-step jobs, and records the steps, results, and sign-off. |
| Install and commission | Guides unpacking, mounting, utility connections, first power-up, and commissioning checks. |
| Repair | Guides major repairs, and records as-found and as-left values and the parts used. |
| Rebuild and overhaul | Guides multi-stage teardown, refurbishment, and reassembly, often with one Task per stage. |
| Calibration | Records readings before and after, pass/fail, and sign-off. |
| Changeover | Records the format, settings, shims, time taken, and problems. |
| Start-up / Shutdown | Runs a gated sequence with checks and sign-off. |
| Cleaning | Keeps CIP and sanitation records for food safety audits. |
| Lockout | Confirms each isolation point, optionally with a witness. |
Inspections and Readings
| Task | What it does |
|---|---|
| Inspection | Runs pass/fail checks with photos and a report. |
| Maintenance (PM) | Runs scheduled tasks with proof they were done. |
| Rounds | Runs operator or Technician walk-rounds, with checks at each point. |
| Readings | Logs gauge, meter, and HMI values against limits, with out-of-range flags. |
| Lubrication | Confirms each point was greased or oiled, with the amount. |
Guided Decisions
| Task | What it does |
|---|---|
| Troubleshooting | Runs a branching diagnosis, recording what was checked and what fixed it. |
| Parts Selection | Asks guided questions that lead to the right part number, and records the choice. |
| Quality Release | Records product hold or release decisions, with sign-off. |
Training
| Task | What it does |
|---|---|
| Course | Delivers training content with quizzes and a completion record. |
| Qualification | Has a Technician demonstrate a skill while a supervisor signs off. |
| Lesson | Delivers a one-point lesson as a short course, with acknowledgment. |
Records
| Task | What it does |
|---|---|
| Service Report | Records a field visit or job, produced as a report. |
| Shift Handover | Passes status and open issues to the next shift, with acknowledgment. |
| Incident | Records what happened, the root cause, and the actions, with sign-off. |
To decide whether work belongs in a Task, a Field Card, or a Solution, see When to Use.
Updated 3 days ago