Task Panel Fields

The following fields are found in the Add task and Edit Task panels as well as the filter options when Filter Task is selected.

  • Starting Milestone: Identifies which starting milestone the task is assigned to. This may automatically populate with the next milestone.
  • Ending Milestone: Identifies which ending milestone the task is assigned to.
  • Insert Where?: Determines if the task(s) should be inserted before or at the specified milestone.
  • Single Task or Group?: Select either individual tasks or a group of tasks to insert into the workflow.
  • Filter records: Click to quickly filter the list of fields in the panel.
  • Task Code: The unique identifier representing the task.
  • Description: The description of the task code.
  • Department Code: Identifies the department the task is assigned to.
  • Division Code: Identifies the division the task is assigned to.
  • Assigned To: The employee assigned to the task.
  • Task Available Date: The date the task becomes available.
  • Target Start Date: The date the task is estimated to begin.
  • Target End Date: The date the task is estimated to be done.
  • Actual Start Date: The date the task actually begins.
  • Actual End Date: The date the task is actually done.
  • Completed Date: The date the task is completed.
  • Completed By: The login ID of the employee who marked the task as complete.
  • Unit: Specifies a location by unit number.
  • Location Notes: Notes about the exact location of the case.
  • Task Result: The result code selected for the task.
  • Task Type: The type of task, such as inspection, review, or hearing.
  • Hearing Type: The type of hearing associated to the case.
  • Discipline Code: The type of work needed to complete the task.
  • Lead Days: Not currently in use.
  • Reschedule After: Not currently in use.
  • Work Units: Not currently in use.
  • Checklists: Click to add checklist items to workflow tasks. See Checklists for more information.
  • Comments: Click to add comments to the task. See Comments for more information.
  • Time Accounting: Click to add the time spent on the task. See Time Accounting for more information.
  • Rel Docs: Click to add additional information to the task or capture a signature on an inspection. See Attachments for more information.
  • Assigned To Me: This shows all tasks that are assigned to the user.
  • Available: This shows all tasks that are not completed.
  • Completed: This shows all tasks that are completed and the completion date.
  • Review: This shows all review task types.
  • Inspection: This shows all inspection task types.
  • Hearing: This shows all hearing task types.