Site tasks let you schedule a quality inspection and assign it to a supplier or person to carry out. You create one from Quality Assurance by choosing a test plan and a site, then assigning who's responsible and by when. Once saved, the task appears on the assignee's site tasks list, ready to complete.
Creating and Assigning a Site Task
Select the Quality tile.
Select the Deploy and Assign tab.
Select Add New Site Task button
On the pop-up, select a Test Plan.
Select a Site.
Optional: add a Reference and Details for the task.
Optional: set a Due By date.
Assign the task to either a Supplier or a Person.
Select Save.
Your site task is now assigned and ready to be completed. The supplier or person you assigned it to will be able to see this on their Site Tasks Tile.
To track progress once a task is assigned, see the separate article on the Live Progress Tracker tab.
Use Case
Managers organising quality inspections, to schedule and assign site tasks to the people or suppliers responsible for carrying them out.
đĄ Tips
There's no need to notify the assignee separately â selecting Save automatically sends them an alert on the Chime app and adds the task to their site tasks list.
Set a Due By date so the task shows a clear deadline for whoever's carrying it out, and so you can track it against that date on the Live Progress Tracker.