Creating a Task Report
Overview
This tutorial will review how to create a task report and define the necessary fields.
Estimated Time to Complete – 5 Minutes
Instructions
Click the tabs below based on the version of the Wise Option software you need instructions on.
Video How-To
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.
Step-by-Step Guidance
Access the Task Report Section: Log in to your Wise Option account and navigate to the Task Reports section.
Understand the Basics: Familiarize yourself with the purpose of task reports and who may benefit from them. This includes understanding the criteria for creating task reports and how they function.
Create a Title and Description: Begin by creating a title for your task report. This should be descriptive and relevant to the tasks you'll be managing. Optionally, provide a description to add more context, such as the frequency or purpose of the report.
Activate the Report: Decide whether the report should be active or inactive. Activating the report ensures it is visible and accessible while deactivating it hides it from the list without deleting it.
Define Criteria: Specify the criteria for the task report. This includes identifying which animals or items the report should apply to. Criteria can be based on factors like species, age, job, or purpose. This step helps narrow down the scope of the report.
Set the Range: Determine the range in which the report should be considered. This could be applicable all year round or limited to specific months or a date range. Consider factors like seasonal events or periodic tasks when setting the range.
Establish the Schedule: Decide how often the tasks included in the report should occur. This could be based on a set timeframe, such as every six weeks or annually, or triggered by specific events. Customize the schedule according to the needs of your operations.
Add Tasks: Select the tasks that should be included in the report. This could involve procedures, actions, or maintenance tasks relevant to the items or animals being managed. You can add multiple tasks to a single report to cover various aspects of management.
Consider Once-Only Tasks: Determine if the tasks should be considered only if they've been done once. This option allows you to filter out tasks that have never been completed, ensuring accurate reporting.
Submit the Report: Once you've configured all the necessary settings and added tasks, submit the task report. This finalizes the creation process and makes the report available for use.
Review and Edit (Optional): After creating the report, review it to ensure all settings and tasks are correct. You can edit the report if any adjustments are needed.
Utilize the Report: With the task report created, use it to monitor and manage tasks efficiently. Refer to the report regularly to stay organized and ensure tasks are completed on time.
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