Update case management tasks or complete tasks assigned to you.
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Select Operations > Case Management Tasks.
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Select the case for which to update a task, and then click the Record View tab.
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Specify the Tracking Details information:
Start Date - Specify the date the task was started.
Percent Complete - Specify the percentage of how close the task is to completion.
Date Completed - Specify the date the task was completed.
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Select the Ready to Start check box to indicate that work on the task can be started.
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Select the Started check box to indicate work on the task has started.
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Select the Completed check box to indicate work is complete for the task.
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Specify the Follow-up WO Details information.
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Click Save Record.
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Optionally, you may add, edit, or view documents attached to task checklist items on the Checklist tab. Click Add/Edit Checklist Item Documents for a selected checklist item to add or edit associated documents.
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Optionally, you may add, or view documents associated with a selected case task on the Documents List tab. Click Documents List to display a list of associated documents or to add associated documents.