Reopen a Task

The Task Utility tool can be used to find an existing case or a group of cases with tasks to reopen.

PREREQUISITES:

  • Users must have the Task Utility permission selected under Case User in Admin. See Security Roles in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.
  • The first time you open Respond, you need to add any apps or pages you need or want to access. For example, use the Route menu option to add a menu item that navigates to the Asset Details, License Management tool, and other pages. See Add Menu Items and Edit Item Fields for more information.

TIP: See Update Tasks Using the Task Utility Tool on Trimble Unity for a quick start guide on this subject.

  1. Open the Task Utility tool.
  2. Enter search criteria, such as the case type and status, in the corresponding fields.
  3. Click Search. Results matching your search criteria appear below the search form.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select one of the cases.
  2. Click Actions to open the Task Action panel.

  1. Select the desired task(s).

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select Reopen Selected Task.
  2. Click Update.

See Task Utility Fields or an explanation of the Task Utility panel fields.