SM Task Group Form

Use the SM Task Group form to set up task groups for use with agreement task scheduling.

Task groups are set up by PR Co/Craft/Class, allowing you to set up the same craft/class combination for multiple payroll companies. Once you set up task groups, you can assign them to task schedules (in SM Agreement Task Schedule) for each month in which the selected service is to be performed. The system uses task groups in conjunction with other information such as call type, price method, and service site, to determine whether scheduled services on an agreement can be grouped together on a work order/scope. For more information about the criteria used to determine grouping of services on a work order scope, see SM Agreement Task Schedule Form.

Note: If you selected the Separate Scope Per Service Item checkbox for the agreement in SM Agreements (Info tab), the work order generation process (in SM Generate PM Work Orders) creates a separate work order scope for each service item rather than grouping them on the same work order scope. If you also selected the Separate Work Order checkbox for one or more agreement services, the system generates a separate work order for each agreement service flagged for a separate work order and sets up the remaining services on one work order with separate scopes per service item.

For information about setting up task group, click the link below.

Set up Task Groups