Ag Leader SMS Basic and Advanced Manual - Manual (Page 135)

How to ...

Assign Tasks using a Template (recommended method) - This option allows you to define a Task template
that can be used to create new Tasks automatically or sort data to existing Tasks that have been defined.
Follow these steps to define a Task template:
1. Click the ADD button next to the Task Templates list box.
2. The Define Task Sorting Template dialog should now be displayed. Enter a Name and Description
for the Task Template. Set a time span for the Tasks that the template will apply to. Then pick an
Operation Pair(s) that the template will use to decide what datasets should be included in new or
existing Tasks. Lastly, set the management item filters to define what data in the system to look
through when sorting data to Tasks.
3. Click OK once you have defined the template.
4. Now click the Sort Datasets to the Tasks for this Job button and the templates that you have
defined for the Job will run and either update existing Tasks if they already exist and new data is
available or new Tasks will be created if datasets matching the template are found.
NOTE: Once a Task Template(s) is defined for a Job, the system will automatically check all data you
read into the system via the Open or Open Card options to see if they contain data that should be added to
created as new Tasks based on the defined template(s). To prevent data being sorted to Tasks in a Job,
you must either make sure you defined your templates to be very specific or you can set the Job and/or
Task as completed, which means that the system will ignore them when sorting.

Manually Assign Tasks - This option allows you to manually define the datasets that are linked to your Task,
its time span, etc. Follow these steps to manually add a Task:
1. Click the ADD button on the Job Editor.
2. The Task Editor should now be displayed. Enter a name and description for you Task. Then select
the Grower/Farm/Field that the Task will apply to. A Task can only apply to a single field. Now
define the time span for the Task. Now click the Define task Components button. Pick an
Operational Pair for the Task and click OK. Next pick an option for when you have multiple
products and click NEXT>. Now select a Planned Dataset(s), if appropriate, and click NEXT>.
Lastly, pick an Actual Dataset(s) and click FINISH.
3. Your Operational Pair of Planned and Actual datasets should now we listed in the Task Details
tree.
4. Repeat step 2-3 for each operation that you plan to occur during this Task.
5. Click OK once you feel you have defined your Task completely.
4. Once you have defined your Job you can click OK.
5. Now your Job should be visible in the Job Viewer when you set the Year filter to the year that you added the Job
to. Click CLOSE to exit.
6. Go to the Job/Task Tree tab. Your Job and Task(s) should be listed in the tree by Year. When a level in this tree
is selected you should see a summary for the level selected. At the Job and Task levels you will see a summary
that displays the Planned, Actual, % Difference values for the data linked to the Job and Task. The Calendar
View will also display the Job based on the time span you set and provide a summary of the Tasks that are
linked to that Job.
How to export a Job.
Follow these steps to export a Job to a field device:
1. Select a Job in the Job/Task Tree or go to the Job Viewer in the Tools Menu.
2. If you are in the Job/Task Tree, right click your mouse button and select Export Job from the menu that appears. If
you are on the Job Viewer, select a Job and click Export.
3. The Select Job Export Format dialog should now be displayed. Select an export format, select the option to also
export setup information if desired, and then click OK. Now depending on the format that you selected for export
and the Planned Dataset(s) that you had assigned to the Tasks associated to the Job, you will be prompted for all
the required options for exporting the planned data that is tied to the Tasks in the Job. For example, your
prescriptions will be exported now, followed by your device setup information if you selected that option.
4. Depending on the file format, you should now be prompted for locations to store various export files associated
with your Job and Task(s).
How to manually move a Field.
Using Edit Item:
Use the following steps and movie to move a field and its links permanently to another Farm and or Grower.
Follow these steps to move a Field to another Farm and/or Grower:
1. Select the field you would like to move in the Management Tree and click on it to highlight it.
2. Click on the right mouse button and select Edit Item from the menu that appears.
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