Maintain Object Task window
The Maintain Object Task window is used to maintain object tasks.
Note: Also see Creating new object tasks.
Task area key fields and buttons
Fields
Field | Description |
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Task Seq | Task sequence number. This is the unique identifier for the task. |
Object Number | ID number of the object related to the task. |
Object | Description of the object related to the task. |
Location | Textual description of the object's location. |
Opened | Date that the task was created. |
Initiated By ID | Name of the person who initiated the task. |
Status | Current status of the task. For example, New, Waiting for Info, Completed. |
Closed | Date that the task was closed, if activity has finished. |
Type | Select the object type. |
Severity | Severity rating of the problem that the task is aimed to fix. For example, severity can be rated on a level of 1 to 10 with 10 being very severe and 1 being minor. |
Level | Priority level for the task. For example, a Level 1 task has more priority than a Level 3 task. |
Allocated To | Name of the person who has been allocated the task. |
Subject | Brief description of the task. For example, Paint Front Door, Clean Blinds. |
Buttons
Button | Description |
---|---|
(Object Search field) | Search for an object. See Searching for objects. |
(Object Search field) | Launch Object Maintenance to view or update the details of the selected object. See Maintaining objects. |
(Initiated by ID field) | Find the community member that person that initiated the task. |
(Initiated by ID field) | Launch Object Maintenance to view or update the details of the selected object. See Maintaining objects. |
(Allocated To field) | Launch Community Maintenance for the selected person. |
Saves and closes the current window. | |
Update the Closed field with the current date and time. | |
Save the changes and continue editing. | |
Delete the current task and close the window.
| |
Cancel changes made since last saving and close the window. |
Activities area key fields and buttons
Fields
Field | Description |
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Allocated To | Name of the person who has been allocated the activity. |
Date | Date that the activity was created. |
Comm Method | Method of communication to the person. For example, phone, email or personal approach. |
Ref | Reference information supporting the communication. For example, email address used to email the person. |
Follow Up | Select if a follow up communication is required with the person allocated the activity. |
Follow Up By | Person who is following up about the activity. |
Follow Up Date | Date the person is scheduled to follow up about the activity. |
Buttons
Button | Description |
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Start the Staff Search window to find a staff member to allocate the task to. | |
Create a new activity. | |
Delete the current task and close the window.
| |
Reply to an email. | |
Save the changes and continue editing. | |
Mark the activity as finished. | |
Send an email regarding an activity. The Send Email(s) window is displayed: | |
Add a file attachment to an email. |
Activity History area fields
See the Activities area above for details of the fields in the Activity History area.
Email Info sub-tab
The Email Info sub-tab contains the standard email sender and subject fields to allow you to specify who the email is sent to.
Object Tasks sub-tab
The Object Tasks sub-tab displays other object tasks for the selected object.
Fields
Field | Description |
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Include Closed Tasks | Select to display closed tasks as well as current tasks. |
The remaining fields on this sub-tab are a subset of the fields on the Object Tasks window. See the Unallocated Tasks grid area key fields in the Object Tasks window.
User Tasks sub-tab
The User Tasks sub-tab displays other object tasks for the person the tasks are allocated to.
The fields on this sub-tab are a subset of the fields described in the Task area key fields and buttons above.
Attachments sub-tab
The Attachments sub-tab displays the details of any attachments to the current email. Use the button to add a file attachment to the current email message.
All Attachments sub-tab
The All Attachments sub-tab displays the details of all attachments that have been sent.
DocMan sub-tab
The DocMan sub-tab displays the details of all documents related to the object task. For example, a photograph of the maintenance issue to address or a diagram of how a task should be completed.