{"id":"tasks.resources-and-recovery","app":"tasks","title":"Unit information, supplies, recovery and exceptions","summary":"Configure operational reference data and special handling rules.","url":"https://www.simultem-apps.com/wiki/tasks#resources-and-recovery","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.resources-and-recovery","resourceUri":"wiki://tasks/resources-and-recovery","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["Units & supplies","Recovery & exceptions","heat map age","history","maintenance move","cancellation"],"sections":[{"title":"Units and supplies","steps":["Open Task settings → Units & supplies.","Configure the unit information label and exact property/unit/value mappings where needed.","Enable supplies for the intended roles and maintain item name, category and unit of measure.","Review history/transfer options, property/role filters and time zone.","Set heat-map age limits and save, then inspect a representative task and heat-map unit."],"notes":[]},{"title":"Recovery and exceptions","steps":["Open Recovery & exceptions and review recovery rules, look-ahead days, local time, time zone and property/status filters.","Configure maintenance-move behavior for the intended maintenance type, matching description, roles and task codes.","Review checkout exceptions, unit-group types, same-day checkout handling and ignored receipt hours.","Review cancellation follow-up scope, sources, excluded client IDs and the task fields it should create.","Test matching and excluded cases and inspect traces before relying on the policy."],"notes":[]}],"text":"# Tasks: Unit information, supplies, recovery and exceptions\n\nConfigure operational reference data and special handling rules.\n\n## Units and supplies\n\n1. Open Task settings → Units & supplies.\n\n2. Configure the unit information label and exact property/unit/value mappings where needed.\n\n3. Enable supplies for the intended roles and maintain item name, category and unit of measure.\n\n4. Review history/transfer options, property/role filters and time zone.\n\n5. Set heat-map age limits and save, then inspect a representative task and heat-map unit.\n\n## Recovery and exceptions\n\n1. Open Recovery & exceptions and review recovery rules, look-ahead days, local time, time zone and property/status filters.\n\n2. Configure maintenance-move behavior for the intended maintenance type, matching description, roles and task codes.\n\n3. Review checkout exceptions, unit-group types, same-day checkout handling and ignored receipt hours.\n\n4. Review cancellation follow-up scope, sources, excluded client IDs and the task fields it should create.\n\n5. Test matching and excluded cases and inspect traces before relying on the policy.","related":[{"id":"tasks.lifecycle","app":"tasks","title":"Task codes and reservation-change policies","summary":"Control how automated work follows moved dates, units, cancellations and manual edits.","url":"https://www.simultem-apps.com/wiki/tasks#lifecycle","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.lifecycle","resourceUri":"wiki://tasks/lifecycle","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"tasks.reports","app":"tasks","title":"Reports, heat maps and exports","summary":"Inspect workload and coverage and export the filtered task list.","url":"https://www.simultem-apps.com/wiki/tasks#reports","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.reports","resourceUri":"wiki://tasks/reports","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"tasks.rulebooks-and-traces","app":"tasks","title":"Automation list, JSON rulebooks and execution traces","summary":"Inspect rule sources and distinguish editable definitions from execution-layer rules.","url":"https://www.simultem-apps.com/wiki/tasks#rulebooks-and-traces","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.rulebooks-and-traces","resourceUri":"wiki://tasks/rulebooks-and-traces","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}