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Tasks: standard, customised and bespoke

How the task list is built, attached per asset, and how to make it fit one location.

A task template says what to do, when (daily, weekly on a day, fortnightly, monthly in a given week, quarterly, annual or as required), how long it takes, where in the visit it sits (Arrival, Tub down, While draining, Tub empty, Refill, Dose and close, or Rota) and which equipment type it is for. Tasks attach to locations as site tasks: a task for an equipment type attaches once per asset of that type at the location, a task with no equipment type attaches once per location.

Seeded once, then yours

ThermaCare's master templates are a starting set. When you set up a location or add an asset, your organisation gets its own copy of each task it needs - the same words, schedule and steps - and from then on the copy is yours. Edit anything on it under Tasks (name, schedule, minutes, photo or reading required, tools, products, steps) and the change applies to your organisation only, at every one of your locations that uses it, from the next scheduled day. It never changes the master template or any other customer's tasks, and later updates to the master do not overwrite your copy. Adding another asset of the same type later uses the copies you already have, with your edits.

Three kinds

  • Standard: your copy of a ThermaCare task for an equipment type or for the whole location. Every location of yours gets it; edit it under Tasks and every location follows.
  • Customised: a task adjusted for one location on its Tasks tab - a different day, time estimate, name, description or steps. Only the differences are stored, so "Reset to standard" (back to your organisation's version) is always one click.
  • Bespoke: a task that exists only at one location (or only in your organisation), written by you.

The Tasks page

Tasks shows your organisation's library grouped by where it sits in the visit (Arrival, Tub down ...) and, with the toggle, by frequency. Add a task inside any group; it goes to every active location (once per matching asset) and admins are emailed so nothing appears on a checklist unannounced. Cold Hut super admins also see a "Master templates" view: the seed set new customers receive, edited separately from Cold Hut's own copies.

Tip. Quarterly and annual tasks are tracked as next actions and reminders rather than on the daily rota, so the daily list stays short.
Tasks: standard, customised and bespoke · ThermaCare