Maintain Object Task window

Modified on Sun, 19 Apr at 11:59 PM

The Maintain Object Task window is used to maintain object tasks.

Opening the Maintain Object Task window

To open an existing task in the Maintain Object Task window:

Select Module > Objects > Task Maintenance from the main menu.
The Object Tasks window is displayed.
Select an existing task.
Click .
The Maintain Object Task window is displayed.

Note: Also see Creating new object tasks.

Task area key fields and buttons
Fields

Field	Description
Task Seq	Task sequence number. This is the unique identifier for the task.
Object Number	ID number of the object related to the task.
Object	Description of the object related to the task.
Location	Textual description of the object's location.
Opened	Date that the task was created.
Initiated By ID	Name of the person who initiated the task.
Status	Current status of the task. For example, New, Waiting for Info, Completed.
Closed	Date that the task was closed, if activity has finished.
Type	Select the object type.
Severity	Severity rating of the problem that the task is aimed to fix. For example, severity can be rated on a level of 1 to 10 with 10 being very severe and 1 being minor. Note: Severity values are defined in the luObjectTaskSeverity lookup table. See luObjectTaskSeverity lookup table in the System Maintenance manual.
Level	Priority level for the task. For example, a Level 1 task has more priority than a Level 3 task.
Allocated To	Name of the person who has been allocated the task.
Subject	Brief description of the task. For example, Paint Front Door, Clean Blinds.

Buttons

Button	Description
(Object Search field)	Search for an object. See Searching for objects.
(Object Search field)	Launch Object Maintenance to view or update the details of the selected object. See Maintaining objects.
(Initiated by ID field)	Find the community member that person that initiated the task.
(Initiated by ID field)	Launch Object Maintenance to view or update the details of the selected object. See Maintaining objects.
(Allocated To field)	Launch Community Maintenance for the selected person.
	Saves and closes the current window.
	Update the Closed field with the current date and time. The following window is displayed.
	Save the changes and continue editing.
	Delete the current task and close the window. The following window is displayed. To delete the current task: Type delete. Click . Tip: You can type in either upper case or lower case.
	Cancel changes made since last saving and close the window.

Activities area key fields and buttons
Fields

Field	Description
Allocated To	Name of the person who has been allocated the activity.
Date	Date that the activity was created.
Comm Method	Method of communication to the person. For example, phone, email or personal approach. Note: This field is configured using the luObjectTaskCommunicationMethod lookup table.
Ref	Reference information supporting the communication. For example, email address used to email the person.
Follow Up	Select if a follow up communication is required with the person allocated the activity.
Follow Up By	Person who is following up about the activity.
Follow Up Date	Date the person is scheduled to follow up about the activity.

Buttons

Button	Description
	Start the Staff Search window to find a staff member to allocate the task to.
	Create a new activity.
	Delete the current task and close the window. The following window is displayed. To delete the current task: Type delete. Click . Tip: You can type in either upper case or lower case.
	Reply to an email.
	Save the changes and continue editing.
	Mark the activity as finished.
	Send an email regarding an activity. The Send Email(s) window is displayed: Note: This button is only displayed if you are replying to an email.
	Add a file attachment to an email.

Activity History area fields
See the Activities area above for details of the fields in the Activity History area.

Email Info sub-tab
The Email Info sub-tab contains the standard email sender and subject fields to allow you to specify who the email is sent to.

Object Tasks sub-tab
The Object Tasks sub-tab displays other object tasks for the selected object.

Fields

Field	Description
Include Closed Tasks	Select to display closed tasks as well as current tasks.

The remaining fields on this sub-tab are a subset of the fields on the Object Tasks window. See the Unallocated Tasks grid area key fields in the Object Tasks window.

User Tasks sub-tab
The User Tasks sub-tab displays other object tasks for the person the tasks are allocated to.
The fields on this sub-tab are a subset of the fields described in the Task area key fields and buttons above.

Attachments sub-tab
The Attachments sub-tab displays the details of any attachments to the current email. Use the button to add a file attachment to the current email message.

All Attachments sub-tab
The All Attachments sub-tab displays the details of all attachments that have been sent.

DocMan sub-tab
The DocMan sub-tab displays the details of all documents related to the object task. For example, a photograph of the maintenance issue to address or a diagram of how a task should be completed.