Task Type
Task Type defines the nature of work being performed and classifies maintenance activities within Samurai CMMS. Each task is assigned a type to ensure consistent reporting, scheduling, and analysis across all work orders and assets.
Task types are an essential part of the maintenance structure. They help differentiate between reactive, scheduled, and compliance-related work, and enable targeted performance reporting across departments and sites.
Allowable Task Types
| Code | Task Type | Description |
|---|---|---|
| CC | Component Change Out | Used when a component, subassembly, or part is replaced as part of corrective or scheduled maintenance. Common for major component replacements such as engines, pumps, or hydraulic cylinders. |
| GM | General Maintenance | Covers routine or minor maintenance tasks that are not part of a formal inspection or preventative schedule. Includes cleaning, adjustments, lubrication, or ad hoc repairs. |
| IN | Inspection | Used for visual or functional inspections intended to identify issues before failure occurs. Examples include safety checks, condition monitoring, or regulatory inspections. |
| PM | Preventative Maintenance | Represents planned, proactive maintenance aimed at preventing equipment failure or performance degradation. These tasks are typically scheduled automatically by the Work Order Scheduler. |
Task Type Flags
Each task type can be flagged as Component, Service, or Default.
These flags are used throughout Samurai CMMS for reporting and filtering maintenance data.
| Flag | Purpose | Description |
|---|---|---|
| Component | Identifies task types that relate to component-level work. | Used in Component Management reporting to isolate and analyse all component change-out activities. This ensures accurate tracking of component reliability, replacement history, and lifecycle costs. |
| Service | Identifies task types that represent scheduled servicing work. | Used in Preventative Maintenance (PM) Servicing reports to measure completion rates, intervals, and compliance with maintenance schedules. |
| Default | Marks the default task type for newly created tasks. | When creating a new task, the default type is automatically applied unless changed by the user. Only one task type can be flagged as default at a time. |
These flags make it possible to run focused reports — for example:
- The Component Management dashboard only includes tasks with the Component flag.
- The PM Servicing report identifies tasks and work orders from types with the Service flag.
- The Default flag ensures consistent creation of new tasks aligned with your operational standards.
Purpose
Assigning the correct Task Type and flag ensures:
- Accurate and consistent maintenance classification
- Clear separation of reactive, preventative, and inspection activities
- Reliable component and service performance reporting
- Streamlined scheduling and resource allocation
- Consistent system behaviour when creating new tasks
Best Practice
- Choose the Task Type that best represents the nature and purpose of the work.
- Use Component-flagged types for all major part or assembly replacements.
- Apply the Service flag only to types representing scheduled or preventative servicing.
- Set one Default task type to simplify new task creation and maintain standardisation.
- Review task types and flags periodically to ensure they align with reporting and operational needs.
Maintaining consistent task type definitions and flagging ensures Samurai CMMS provides accurate, meaningful insights into your maintenance performance and asset reliability.