Note: Tasks can only be created within a Change Control or an Issue. Users can only be assigned to change control tasks if they have the permission "Can See All Change Controls" at the specific change control category level. 

 

Creating Change Control Tasks

Tasks can be created in the Details section OR within a Stage of a Change Control. To create a new task, click the plus button icon:

 

Example Task - Details Section:

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Example Task - Stage:

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Note: Clicking on the waffle icon you will take you to the Task Full Table.

 

A new window will appear. You will be asked to provide:

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1. Title / Short Description of the Task

2. The stage in which you would like to assign the task to

3. A due date for the task

 

When all information is filled in, click on the create button.  The screen below will appear:

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  1. Task ID - This is the Key ID assigned to the task
  2. Status - The state of the task
  3. Due Date - Due date that you selected for the task to be completed
  4. Assignee - Person the task was assigned to
  5. Title - The title or description that you provided in the earlier step
  6. Stage - The stage that the task was assigned to. Only when the Change Control enters that stage will the assignee be notified that they have been assigned a task

 

Note: When the Change Control enters the Stage that the task has been assigned to, the Project/Stage/Task Assignees will see the task. Tasks can also be added while in the stage.

 

Completing an Issue Task

In order to see the task details and complete the task, the task assignee must click on the task Key ID:

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Once opened, you will land on the task screen:

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1. Parent Item/Stage: This lists the record that this task was made in and the stage this task is assigned to.

 

2. State: State of the task

 

3. Title/Short Description: Title and description of the task

 

4. Type: A task type may be listed here.

 

5. Task Due Date: This is the date the task is due.

 

6. Due Date Extensions & History: Here is where users can request due date extensions for the tasks as well as see any due date extension history.

 

7. Task Creator: The user who created the task will be listed here.

 

8. Task Assignees: All users assigned to the task will be listed here.

 

9. Task Details: The task details are listed here.

 

10. Task Assignee Response: This is the area that the assigned user will enter information to complete the task.

 

11. Links/Attachments: Internal items can be linked to the task and/or external attachments can be added.

 

12. Complete Task: Click here when the task is completed.

 

13. Close - Incomplete: Click here if the task is no longer needed and it will close it as "not implemented". 

 

 

Start Task

When you click on Start Task you will get the following pop-up:

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When you click on Yes,  you will see the button that said Start Task has changed to Complete Task which the task assignee will click once the task has been completed.  When you click on the Complete Task button, a Task Completion Workflow window will appear. You will need to launch the workflow.  The signatures will be routed to who the task assignee is and other workflow steps can be added at that time:

task workflows.png

 

Close - Incomplete

If you click on Close-Incomplete, you will get the following pop-up:

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This button appears before the task has been started and after the task has been started.  This option can be chosen at either time if this task is no longer need to be implemented.  

 

Note: Either the task must be completed or marked as "Not Implemented (Close-Incomplete)" in order to move on to the next stage.  The only way to re-open a task would be to revert all signatures for that stage, which would re-open the stage allowing you to re-open a task that is in that stage.

 

 

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