The Tasks List View
WHEN ACCESSING THE TASKS LIST
The Tasks List page shows all scheduled tasks and their corresponding information.
The arrows button 
at the top right enables a full-screen view of this page.
Full view of the information in the Tasks List
The data displayed in each individual column provides a range of information for every scheduled task.
- Some data like the duration of the task, Task Type, Task Code are coming directly from there configuration of your tests.
- Some data like instrument and employee are showing which ones have been scheduled by the engine fro their corresponding instrument / competency groups
- Some Data are generated during the scheduling process like Task ID, Request ID
Data related to the scheduling are:
Task Start Scheduled | Facilitated by the engine once scheduling is performed. This cannot be edited |
Task End Scheduled | Facilitated by the engine once scheduling is performed. This cannot be edited |
Start Date | Date and time when the Task Status is updated from Open to In progress |
End Date | Date and time when the Task Status is updated to complete |
Expected Completion | It is initially the date and time as Task End Scheduled. This date is updated in conjunction with the start date update and is calculated based on the duration of the task |
Initially, when using Optima, a comparison between Expected Completion and End Date could be extremely useful in order to better estimate the effective duration of the tasks.
There is a search icon 
for instruments and employees, which you can use to see whether an additional instrument or another person has been booked for this task too. Just click on the icon to display the list.
How to customise and filter your 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
Visualising the Tasks Statuses
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. Setting the Tasks Parameters
Editing your 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.
Editing a Date and time
When using the editing feature for updating or changing Date & Time
Make sure to click on "Done" after entering the Date and the Time in order to save the selection.
Then " Apply Changes" of the task editing page.
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