Partner tasks

In Terake one company (the orderer) can give a task to another company (the partner) that also uses Terake. A typical example: the orderer registers a fault on its object, plans a repair and gives the repair task to the partner. The precondition is that the companies have agreed on data sharing on the Customers and partners page.

How it works

  1. The orderer creates a task and selects the partner company in the “Partner” field.
  2. The partner sees the task on its Tasks report page, can open it, assign a worker and mark it done.
  3. “Save and mark done” creates a work record:
    • the worker = the worker assigned to the task (if none, the person who pressed the button); the work is created in that worker’s company. If the task still has the orderer’s worker, the work is created in the orderer’s company, so select your own worker before marking the task done;
    • the start and end = the task’s “Planned start” and “Planned end”;
    • the workobject = the orderer’s workobject; the customer = the orderer, if it is in the partner’s list of customers and partners;
    • if there is a worker and a worktype, the work is approved automatically and goes into the partner’s working time accounting;
    • if the planned period is longer than 28 hours and the task has a worktype, the work is shortened to 24 hours.
  4. On the orderer’s side the task becomes done and the related fault’s “Actual resolving time” is set to the moment of marking done.

Planned time: deadline or duration?

For the orderer, the planned end often means a deadline (“must be done by 31.10”). For the partner, however, the planned period becomes its worker’s working time. If the two do not match, the partner’s working time gets an entry with the wrong duration, for example 24 hours.

Agree on one rule with the partner and always follow it:

  • Deadline principle: the orderer sets “Planned start” = “Planned end” (the deadline). Marking the task done creates a zero-duration entry that records that the work was done but adds no working time.
  • Duration principle: the orderer plans a period that matches the actual duration of the work (for example 08:00–12:00), and it is recorded as the partner worker’s working time.

Orderer: how to create the task

  1. Open the fault or the repair, or add a task on the Tasks page.
  2. Select “Partner”, “Worktype” and the workobject; describe the work in “Additional info”.
  3. Fill in “Planned start” and “Planned end” according to the agreed principle. Do not leave the task spanning a whole month: a form opened with the “add task” button defaults to the whole month in the month view when no day is selected.
  4. Save.

Partner: how to mark the task done

  1. Open the task on the Tasks report page (the “Customers and partners” filter helps find the orderer’s tasks).
  2. Select the “Worker” who did the work.
  3. Check “Planned start” and “Planned end”. If they do not follow the agreed principle (for example the period is days or weeks long), correct them before continuing. On the partner’s side an administrator and the boss of the task’s worker can change the orderer’s task.
  4. Press “Save and mark done”. Several tasks can be marked done at once in the Tasks report through “Bulk edit parameters”.

Partner: check before payroll

Works created from partner tasks are approved automatically and do not appear on the Approval page. Review them before payroll:

  1. Open the Detail view or Worktime table for the payroll period.
  2. Look for works done on the orderer’s object, especially 24-hour and other unusually long works.
  3. To open a work with a wrong duration, click its duration, correct the start and end and save. If the work must not count as working time at all, set the end equal to the start.
  4. To send a work back for approval, remove the “Is approved” tick and save.

Related pages

Tasks · Tasks report · Approval · Repair work · Faults and problems · Customers and partners · Automatic processes that affect work duration · Automated processes