Overview
The Asset Template Library provides a new task assignment feature that allows you to assign specific team members to tasks within your Asset Template definitions. This feature provides better visibility into task ownership and helps ensure accountability for maintenance activities across your organization.
Accessing the Asset Template Library
1. From the left sidebar, click on Lubrication Routes
2. Click on Route Setup/Templates
3. Click on the Asset Templates tab, then select the Asset Template Library sub-tab
4. Select an asset template from the list
5. Scroll down to view the tasks with the Assignee column
IMPORTANT: The task assignment feature with the Assignee column is only available on the Asset Template Library sub-tab. The Asset Templates sub-tab shows a different view without the inline editable task table.
Page Components
The Asset Template Library interface includes:
• Task Table: Displays all tasks associated with components in the asset template
• Task Type Column: Shows the type of task (Grease, Inspect, Clean, etc.)
• Product Column: Displays the product used for the task
• Frequency Column: Shows how often the task should be performed
• Miles/Km Column: Distance-based frequency
• Hours Column: Time-based frequency
• Assignee Column: Dropdown to select team members assigned to each task
• Edit Icons: Allow inline editing of task details
[ADD SCREENSHOT 1: Full Asset Template view showing the task table with all columns including the Assignee column]
How to Assign a Team Member to a Task
Assigning team members to tasks helps establish clear ownership and accountability.
Steps:
1. Navigate to an Asset Template as described above
2. Locate the task you want to assign in the task table
3. Click on the "Select..." dropdown in the Assignee column for that task
4. Choose a team member from the list
5. The assignee will be saved automatically
6. The assigned name will appear in the Assignee column with an X to remove if needed
How to Change or Remove an Assignee
You can update task assignments as your team structure changes.
Steps:
1. Locate the task with the existing assignment
2. Click on the assignee name in the Assignee column
3. To change: Select a different team member from the dropdown
4. To remove: Click the X next to the assignee name
5. Changes are saved automatically
Best Practices
1. Assign Tasks During Template Setup: Establish clear ownership when creating or updating the asset template library to avoid confusion later
2. Use Consistent Assignment Logic: Consider assigning tasks based on skill sets, departments, or geographic locations for better organization
3. Regular Reviews: Periodically review task assignments to ensure they reflect current team structure and responsibilities
4. Clear Accountability: Ensure each task has an assigned owner to improve maintenance completion rates
5. Document Changes: Keep track of why assignments change, especially for critical maintenance tasks
Troubleshooting
Issue: I don't see the Assignee column in my task table
Solution: Ensure you are viewing the Asset Template Library sub-tab (not the Asset Templates sub-tab) under Route Setup/Templates > Asset Templates. The Assignee column is only available on the Asset Template Library view. The Assignee column may require scrolling right if your screen width is limited.
Issue: Changes to assignees are not saving
Solution: Refresh the page and try again. If the issue persists, check your internet connection and contact Redlist support.
Issue: I assigned someone to a task but they can't see it
Solution: Task assignments in the Asset Tem Library establish ownership for template-based tasks. Ensure your routes and programs are configured to be generated at that time.
Summary
The Asset Template Library Task Assignment feature allows you to assign specific team members to tasks inline, providing clear ownership and accountability. By using the Assignee column in the task table, you can quickly see who is responsible for each maintenance activity and make changes as needed. This feature helps improve task completion rates and makes it easier to audit task assignments across your maintenance operations.