Perform a Task on a Plant Batch

This article explains how to perform and record tasks on plant batches within the system. By following the outlined steps, users can accurately log task details and ensure all activities are properly documented.

Optional equipment used and task checklists help maintain consistency and compliance throughout the cultivation process.

In this article, you'll find this list of topics that you can click on to quickly access the information you need:

• Add Tasks and Equipment

• Perform a Task

• View Tasks Log

Add Tasks and Equipment

Before performing any task on a batch, the task must first be added to the system. The same applies to equipment, if you want to assign the equipment used when performing the task.

More information about adding tasks can be found in these two articles:

Task Categories
Create Tasks

More information about adding equipment can be found in these two articles:
Equipment Intended Use
Add and Manage Equipment

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Perform a Task

To perform a task on Plant Batches, follow these steps:

1. Go to Cultivation > Projects and open the project where the desired batch is
   1. For a single batch:
      1. You can click the Actions button next to the desired batch, or open the batch and click the Actions button in the top-right corner
         
         
         
         
         
         
      2. Click on the option Perform Task
         
         
         
   2. For multiple batches:
      
      1. You can apply the same task to multiple batches within a project; Open the desired project and select all the batches that you want to apply the same task (the selected batches will be highlighted in blue)
      2. Click on the +Tasks on the top right corner
         
         
         

2. The Perform Task window will open

3. Select Task Details: 

   1. Task Performed: Select the specific task you are executing from the ▼ drop-down menu
   2. Date: Choose the date on which the task was performed (you can backdate information)
   3. Amount: Enter the amount according to the task unit

4. Optional: Specify Equipment: If applicable, specify the equipment used to perform the task

5. Task checklist: A list of checkboxes will appear if a checklist is defined for the task

   1. If given, it is automatically displayed after task selection

   2. If not given, do not display this block

6. Open SOP: If you uploaded an SOP when creating the task, you can view it here before saving the task execution
7. Save and Log Task: Click on Save to log the task details

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View Tasks Log

To view all applied tasks, open a Plant Batch and go to the Tasks Tab.

Here you can see:

• Applied date: This is the date chosen when applying the task; it represents the actual date when the task took place
• Logged date: This is the date when the task was recorded in the software (the task does not need to be logged immediately when it happens, as it can be backdated)
• Task, Amount and Unit
• Phase: The phase in which the batch was at the selected date of the task application
• By User: The user who recorded the task

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