Learn how to convert runsheet events to Site Tasks using the TrackTik portal.
Overview
Converting runsheet events to Site Tasks gives your team the flexibility to address work challenges while ensuring accountability. You can ensure mobile runsheet events are accomplished by sharing the work with your on-site team members.
Before you start
Here are some things you must do before you start:
- You must be using Mobile Patrol.
- You must have Site Tasks active on your portal.
- You will need to have it configured within your portal settings.
- The runsheet Job Type needs to have Schedulable (Runsheet) and Schedulable (Site Task) enabled.
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You can only convert Runsheet events to Site Tasks if they are part of an active runsheet.
Convert a runsheet event to a site task from the administrator's view
Start a runsheet by going to Mobile Dispatch
- Select Runsheet Overview
- Select your Zone
- Start From Browser
- Save
Choose the Runsheet event you want to convert to a Site Task
Once you click on convert, the task will indicate it is Pending Conversion. Note: if the request isn’t approved or declined by the employee at the site within 2 minutes, the request will be declined by the system automatically.
You can also convert the runsheet event to a site task by selecting info on the runsheet event.
Once you click on convert, the task will indicate it is Pending Conversion. Note: if the request isn’t approved or declined by the employee at the site within 2 minutes, the request will be declined by the system automatically.
Accept or decline a pending conversion request from the staff view
When you’re working from the staff view of the portal, conversion requests will show up in the Site Tasks calendar related to your site.
You will be given the option to accept or decline the request when you open it.
If you accept the request, the runsheet event will now be a Site Task to be completed at the site.
Cancel a pending runsheet to site task conversion
Once you have created a request to convert a runsheet event to a site task, you can cancel the request within the two-minute grace period. If the request is not accepted within two minutes, it will be declined automatically and remain a runsheet event.
You can cancel the request by going to the runsheet event’s info and selecting Cancel Site Task Conversion
Canceling the request will keep it in the list of runsheet events to be completed.
See also
Next steps
- Convert runsheet to site task in the TrackTik Guard Tour mobile application.
- Set up the conversion of Runsheet events to Site Tasks