1. Maintenance User Guide
  2. Task
  3. View Task

6.2 View Task

The View Task page facilitates you to view the list of tasks created in the system and perform various actions on a task.

By default, it displays all the records that exist in open or closed, and authorized or unauthorized status. However, you can search for records with specific search criteria. Each record displays the basic information of a task.

You can perform the following actions:
  • Modify details of a task. However, only the maker can modify a task before the first authorization. Once the first authorization is done, the task can be modified by any other user.
  • Authorize the tasks that are created, modified, closed, or reopened.
  • Close an authorized task that you don’t want to use.
  • Reopen a closed task.
  • Delete a task that is not yet authorized upon creation. Only the maker of the task, can delete it. Once a task is authorized, you cannot delete it.
  • View detailed information of a task in read-only mode.

Table 6-2 Field Description: View Task - Tile

Field Name Description
Task Code Displays the task code.
Task Description Displays the description of the task.
Type Displays the task type.
Workflow Displays the task workflow.
<Authorization Status> Displays the authorization status of the task.
The possible options are:
  • Unauthorized
  • Authorized
<Record Status> Displays the status of the record.
The possible options are:
  • Open
  • Closed

The search section appears if you click search. Using this section, you can quickly search for tasks based on the specified search criteria.

Table 6-3 Field Description: Task - Search

Field Name Description
Task Type Indicates the task type.
The options are:
  • Customer Call
  • Sent Letter
  • Sent SMS
  • Sent Email
  • Inbound Document Upload
  • Manual Review
Task Code Indicates the task code.
Task Description Indicates the description of the task.
Authorization Status Indicates the authorization status of the task.
The options are:
  • Authorized: Select this option if you want to search for a task with Authorized status.
  • Unauthorized: Select this option if you want to search for a task with Unauthorized status.
Record Status Indicates the status of the record.
The options are:
  • Open: Select this option if you want to search for a task in Open status.
  • Closed: Select this option if you want to search for a task in Closed status.