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A well documented RideCache task will have a solid name and description, a good set of pictures and numerous relevant associated parts, providers and papers. It is easiest to gather your documentation for each task or project you will enter and create the record from the top level task following these steps:
- Gather your information
- Make sure you can access your photos on your PC or device. If photos only exist in printed form they will need to be scanned.
- Gather your paperwork for the task – receipts, warranties, instructions, notes, etc – anything you would like to preserve as a part of the task – and scan those in if necessary (you can also take pictures of these as you enter them with a mobile device if you prefer, but a scanned PDF for documents is best if you can achieve it).
- Create the Task
- Create a new task in RideCache and give it a good name and complete the description including interesting details about the job, why it was done, the results, etc.
- Choose the task type and priority then set the status to “Completed” and enter the Completed Date and Completed Mileage (assuming you know them, otherwise just estimate them).
- Optionally, enter the task labor cost (you will enter parts and those costs separately)
- Choose a privacy setting for the task and then Save
- Add Pictures
- Open the newly created task from the task list and click the “+” icon on the profile picture block to add pictures for your task.
- Add as many pictures as you have of the task work in progress and the completed result.
- Add Parts
- With the task window open, scroll down to the Associated Parts section
- If you have previously created the parts for this task and assigned them a status of “inventory” (or “needed” or “wanted”), they will appear in the “Add Existing Part” drop down list and you can select them to add them to the task.
- If you need to create a new part for the task, use the green “+” icons to the right of the drop down list to open the “New Part” form. Enter the part information in the form. If you do not find the Category, Subcategory or Brand you are looking for, simply enter those in the “Other” fields provided below those lists. Set the status = “Installed” and click Save New Part.
- Once your part is saved it will appear in the Associated Parts list. You can click the part to open it and add pictures, associated providers and papers to that part.
- Add Resources
- With the task window open, scroll down to the Associated Providers section
- If you have previously created providers as resources (shops, dealers, yourself), you should be able to choose those from the “Add Existing Provider” drop down list and they will be added to your task.
- If you need to add a new resource as a provider, click the green “+” icon to the right of the drop down list to open the New Resource form. Enter the provider information and click “Create”.
- Once your provider is saved it will appear in the Associated Providers list. You can click the provider to open it and add pictures to that provider if you like, or you can access it from the Resources tab at any time.
- Important Note: It is easy to get confused when choosing Associated Providers. Remember, the Associated Provider for the task should be the resource that actually did the task work (a shop, dealer, yourself, etc) while the Associated Provider for the parts will be the vendor that sold you the parts.
- Add Papers
- With the task window open, scroll down to the Associated Papers section
- If you have previously created papers for this task (receipts, warranties, instructions, etc), you should be able to choose those from the “Add Existing Paper” drop down list and they will be added to your task.
- If you need to add a new paper, click the green “+” icon to the right of the drop down list to open the New Paper form. Enter the paper information and upload an attachment if you have it, then click “Save New Paper”.
- Once your paper is saved it will appear in the Associated Papers list. You can click the paper to open it and add attachments if you like, or you can access it from the Papers tab at any time.
- Add Notes
- Click the “Add New Note” link at the bottom of the Task window to add a new note to the task.
- Use notes to capture any important or interesting information relevant to the task. For example, notes about special techniques used or modifications made, special tools required, links to helpful websites or forums, etc.
