WHEN ACCESSING THE TASKS LIST
The Task List page shows all scheduled tasks and their related information.
The Arrows button on the top right allows a full screen view of this page.
The data displayed in every single column is facilitating a series of information for every scheduled task :
How to customise and filter the Tasks List View
From the Action Menu, a wide range of actions allows the user to generate interactive reports or specific views of tasks-related data.
Columns: change order of the column, choose to display or not a specific column
Data: sort specific columns by ascending or descending order
Report: save your personal preferred view
Assessing the Tasks Status
The status of the tasks is highlighted with different colours. This allows the user to immediately recognise the situation of every single tasks.
The Task Status colour coding is defined during the initial implementation time.
However this can be edited by your system administrator through Settings/Task Parameters/ Task status.
Editing Scheduled Tasks
Tasks can be edited by clicking on the Edit icon of a single line or through Bulk Edit button when selecting multiple lines.
1. SINGLE LINE EDITING
From the edit icon of each single line all related information can be edited.
From the edit icon the entire task can also be deleted.
2. BULK EDITING
When selecting multiple lines a bulk editing can be done to all at once for a series of parameters.
The edit bulk window allows to edit a series of parameters to all selected lines at once
Adding a new Task manually
Tasks can also be manually created, by clicking on the Create button.
Fields marked with a
red triangle are mandatory
Employee and instrument are not mandatory as they can used independently one from another. yet it it one or another should be selected in order to finalise the task assignment to the corresponding employee or instrument.
Save your new task by pressing create button.
Completing a Task
The user can insert the Date & Time once the task has been finalised, and also add comments ( free text) in relation to the task completion.
Make sure to click on "Done" after entering Date & Time in order to save the selection.
Enter comment and click on " Apply Changes"