| Oracle® Retail Xstore Point of Service User Guide Release 20.0 F35716-05 |
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Task Management is a feature that encompasses tasks assigned to associates in a store for completion as well as tasks that are customer-focused such as appointments. Tasks have workflows associated with them so at any time a manager can easily see the current status of the task.
For Oracle Retail Customer Engagement Cloud Services users, this section also includes instructions on how to use the Black Book feature to focus on your primary customers.
The My Tasks screen displays all tasks visible to you. The menu options available are based on the task status and the associated workflow.
The Task Filters along the top of the screen allow you to limit the tasks displayed in the My Tasks screen.
The following information is displayed for each task:
P (Priority) - Task priority. This can be High, Medium, or Low.
Date - Start date for the task.
Start Time - Start time for the task.
Duration - Length of time for the task.
Activity - Type of task.
Description - Description of the task.
Customer - The customer associated with the task.
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Note: If a customer is associated with the task, the task can also be viewed from the Task tab in Customer Maintenance. |
Status - Status of the task. This can be Open, In Progress, Cancelled, or Closed.
Associate - Employee or employee group assigned to the task.
Use the filter bar to view specific information. Search by Associate, Activity, Start Date, End Date, or Status. Your security privileges determine which Associates you can view.
You can filter tasks on the following criteria:
To filter tasks by assigned associate:
Click the Associate name.
Xstore Point of Service displays a list of employee and employee groups.
Click the correct employee or employee group.
Click OK.
The task list will only display tasks associated with the selected employee or employee group.
To filter tasks by activity type:
Click Activity.
Xstore Point of Service displays a list of activity types.
Click the correct activity type.
Click OK.
The task list will only display tasks of the selected activity type.
To filter tasks by task status:
Click Status.
Xstore Point of Service displays a list of task status.
Click the correct task status.
Click OK.
The task list will only display tasks of the selected task status.
Click a column name in the task list to sort the list by that column. Click the column again to alternate between sorting ascending or descending.
The most recent note associated with the task displays beneath the task row.
To view all the notes for a task:
Select the task:
Click the task.
Use the up and down arrows to highlight the task, then press the Spacebar.
Click View Notes.
A window opens displaying all the notes for the task. Click Back to close the window.
To open a customer record in Customer Maintenance from a task:
Select a task associated with a customer:
Click the task.
Use the up and down arrows to highlight the task, then press the Spacebar.
Click View Customer.
The customer record opens in Customer Maintenance.
Your tasks can be viewed through the register or through the Back Office:
To view your tasks from the Register Sale screen:
Click My Tasks.
Xstore Point of Service prompts for your user ID.
Enter your user ID and press Enter.
Xstore Point of Service prompts for your password.
Enter your password and press Enter.
Xstore Point of Service opens the My Tasks Screen.
To view your tasks from the Back Office:
Click Associate Tasks.
Click My Tasks.
Xstore Point of Service opens the My Tasks Screen.
To create a task:
Click Add Task in the Task List or the Awards tab in Customer Maintenance.
Enter the task information:
Type - Type of task.
Description - Description of the task.
Priority - Priority of the task.
Start Date - Date on which the task will begin.
End Date - Date by which the task must be finished.
Start Time - Time at which the task will begin.
End Time - Time at which the task must be finished.
Visibility - The group that can view the task (Store, Employee Group, or Employee).
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Note: Employee Group visibility is not an option if you are using Customer Engagement to manage your tasks. |
Assigned To - The employee group or employee to assign to the task. This field is not editable for tasks with Store visibility.
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Note: If Xstore Point of Service indicates the employee is not a valid Customer Engagement user, the employee does not exist in Customer Engagement. |
If necessary, assign a customer to the task by performing the following:
Click Assign Customer. Xstore Point of Service opens a window prompting for customer search criteria.
Associate a Customer with the Transaction. The customer is assigned to the task.
Click Save.
This task is created and added to the Task List.
To add a note to a task:
Select the task in the Task List or the Awards tab in Customer Maintenance.
Click the task.
Use the up and down arrows to highlight the task, then press the Spacebar.
Click Add Note.
A note entry window opens.
Enter the note text.
Click OK.
The note is added to the task
To edit a task:
Select the task in the Task List or the Awards tab in Customer Maintenance:
Click the task.
Use the up and down arrows to highlight the task, then press the Spacebar.
Click Edit Task.
A task details window opens.
Make the necessary changes to the task:
Description - Description of the task.
Priority - Priority of the task.
Start Date - Date on which the task will begin.
End Date - Date by which the task must be finished.
Start Time - Time at which the task will begin.
End Time - Time at which the task must be finished.
If necessary, assign a customer to the task:
Click Assign Customer.
Xstore Point of Service opens a window prompting for customer search criteria.
Associate a Customer with the Transaction.
The customer is assigned to the task.
Click Save.
The note is added to the task.
To update the status of a task:
Select the task in the task list:
Click the task.
Use the up and down arrows to highlight the task, then press the Spacebar.
Click the new status. Menu options include:
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Note: All status menu options may not be visible depending on the current status of the task. Xstore Point of Service displays the next status options in the workflow. |
Begin Task - Sets the status to In progress.
Reopen Task - Sets the status to Open.
Complete Task - Sets the status to Closed. The task cannot be re-opened or edited after it is completed.
A verification prompt opens.
Cancel Task - Sets the status to Cancelled. The task cannot be re-opened or edited after it is cancelled.
A verification prompt opens.
If necessary, click Yes to confirm the status change.
The Black Book feature to view your primary customers' contact information. The Black Book feature is only available through Oracle Retail Customer Engagement Cloud Services. Your security privileges determine the associates and customers you can access.
To view your black book:
Go to the Back Office.
Click Associate Tasks.
Click Black Book.
If the Associate Filter screen opens, continue with Step 4.
Click the correct employee.
The employee's black book opens.
The Black Book screen displays the following information for each customer in the employee's black book:
Customer Name - Full name of the customer.
Email - Customer e-mail.
Phone - Customer phone number.
To open a customer record in Customer Maintenance from the Black Book Screen:
Select a customer in the list:
Click the customer.
Use the up and down arrows to highlight the customer, then press the Spacebar.
Click View Customer.
The customer record opens in Customer Maintenance.
Click Back to return to the Black Book Screen.
