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The list of tasks has been filtered to those tasks that;
Are allocated to the currently signed-in user.
Contain the word
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Corrective.
Have a status of
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Complete.
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Task options (Click on a link to jump to section)
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When you click on the Raise Task button, you will be presented with the new task screen.
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Withdrawing a task
When you open a task, there is an option to withdraw the task. When you click on the Withdraw option, you should supply a reason for withdrawing the task.
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Declining a task
If the user who the task is assigned to cannot do the task, they can click on the Decline option and optionally add a Comment
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The user that raised the task will receive a notification that the task was declined.
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They can then either reassign or withdraw the task.
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If the user selects Withdraw they can add a comment.
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If the user selects, Reassign, then they choose the person who they are giving it to and can also add a comment.
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Completing a task
There are two steps to completing a task. The first is the user selects Start.
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The task status changes to Started.
When the task has been finished the user selects Complete.
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Dependent on which options were selected there may be an additional step;
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The user who received the notification will see the task in their list now;
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After the user selects sign off and adds a comment the task will then be complete.
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Creating sub-tasks
The user who the task is assigned to can create subtasks.
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These tasks are created in the same way as a normal task.
Adding Attachments to a task
In the task screen, there There is an Attachments accordion in the task screen where you can add attachments relevant to the task.
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The communication accordion on the task shows all of the notifications that have been given and also allows the user to add a comment or to send an email.
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Reviewing the activity on a task
The Activity Feed accordion shows all of the activities that have been performed on the task.
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