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General Task - Reports

A General Task Start to Finish

1.       Click the Orders/Troubles menu.

2.       Within the Navigation pane, click General Tasks.

3.       There are two ways to create a new task:

·         Within the toolbar directly above the Navigation pane, click the drop-down arrow next to New. Select General Task.

·         Within the Actions pane, click the Add New General Task link.

4.       The General – General Task window opens allowing you to generate a task.

5.       Within the General Task Information pane, complete the following fields (required fields are marked with an asterisk (*)):

·         Task Name * - type the name of the task to complete. (Example: cable pull to bldg. 211, funding for new sets, etc.).

·         Priority Number – type the priority number for the task.

·         General Task Type – click the drop-down arrow to access a list, select the task type.

·         General Task Status – click the drop-down arrow to access a list, select the task status.

·         Estimated Hours to Complete – type the number of hours needed to complete the task.

·         Estimated Days to Complete – type the number of days needed to complete the task.

·         Site * - click the drop-down arrow to access a list, select the site. The site drop-down list displays the bottom-most site first. After the ~~ is the complete path to the site. Each site level is separated by a >.

·         Organization Name - click the drop-down arrow to access a list, and then select the name of the organization. The organization drop-down list displays the bottom-most organization first. After the ~~ the complete path to the selected organization displays. Each level of the organizational tree is separated by a >. Once you select an organization, the complete path populates within the field.

·         Subscriber Name - click the drop-down arrow to access a list, and then select the name of the subscriber associated with the task.

·         General Task Misc 1 – 5 – choose these fields for any miscellaneous information regarding the task.

·         Task Description – type a description of the task; be as specific as possible so that other users can quickly identify the purpose of the task.

·         Vendor Award Date – this field allows you to enter in a date of the vendor award, if applicable. To add a date, click the field to access a drop-down arrow. Once clicked a calendar displays. From the calendar, select the date of the award. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

·         Delivery Date – this field allows you enter in the delivery date for the task. To add a date, click the field to access a drop-down arrow. Once clicked a calendar displays. From the calendar, select the delivery date. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

6.       Within the Actions ribbon group, click Save (to save and stay) to continue working with the task, or click Save & Close (to save and exit) to return to the General Tasks list.

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