S103 Create Miscellaneous Work Task

 

Purposes:

 

This screen allows the MIMS user to create a miscellaneous work task.

 

Prerequisites:

 

1.       MIMS user must have applicable security authorization to access this screen.

      The following groups have access to this panel:

 

·         All Internal MEP staff.

 

Helpful Hints

 

·         Task may only be assigned to a MEP file OR a provisions file, not to both.

 

·         Task may only be assigned to a role OR user, not to both.

 

·         When assigning to a user make sure that the person is available (vacations, sick leave etc.) Tasks assigned directly to a User will not be available for any type of assignment/reassignment activities.

 

·         Only tasks assigned to a Role will be available for “Assign To” or ‘Assign Back’ on the work list.

 

Navigation:

Create Work Task è

 

 

Procedure:

 

1.       Enter either a MEP File Number or a Provisional File number or confirm the one already in place is correct.

2.       Select a role or user to assign the task to.

3.       Assign the appropriate priority from the drop down box.

4.       Enter any applicable instructions or details required for the task.

5.       Click the ‘Save’ button.

 

 

 

Screen Label

Description/Instructions

 

MEP File Number:

-   Defaults to most recently used MEP file if most recently accessed.
-   Mandatory when Provisional file is not entered.
-   Must be an active or incomplete file.

Provisional File Number:

-   Defaults to most recently used Provisional file if most recently accessed.
-   Mandatory when MEP File is not entered.
-   Must be an active file.

 

Collection Tool Task:

-  When checked, the task is assigned as a collection tool specific task.
-  When unchecked, the task is assigned as a general work task.
-  Only valid for MEP files, not for provisional files.

 

Assign to Role:

Mandatory when user is not selected.
Must be an active role.

 

Assign to User:

Mandatory when role is not selected.
Must be an active user.

 

Priority:

Select priority from a drop list.   Default is ‘Low’
Field is Mandatory
Due date is calculated based on priority selection High = 2 days; Medium = 14 days; Low = 30 days

 

Instruction/Detail:

Enter information applicable to work task.
Field is Mandatory.

 

Click the ‘Save’ button to create Miscellaneous Work Task.

 

Possible Error Messages/System Warnings:

 

ID
Error Message Description

Action

457

A MEP File number or a Provisional File number must be entered to create a task.

Enter file number

461

A task may only be assigned to either a MEP or a Provisional file, not to both.

Enter only one file number.

462

A task may only be assigned to a Role or User, not to both.

Enter either role or user.

463

Collection Tool tasks may only be assigned to MEP files.

Confirm that file is a MEP file not a provisional

464

Tasks may not be assigned on Closed Files.

Confirm that the file is active or incomplete

465

Provisional File must be active to assign tasks.

Confirm that the file is active

 

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