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General Task - Reports

Topics Discussed Below

Adding a Task Type

Deleting a Task Type

Adding a Task Type

Managing your task types allows you to place each task into a category, for example; funding requests, dig permits, etc. 

Adding a Task Type

1.       Click Orders/Troubles.

2.       Within the Navigation pane, click General Tasks.

3.       You have two alternatives for managing your task types:  

·         Within the tool bar directly above the Navigation pane, click the Manage General Task Types button.

·         Within the Action pane, click the Manage General Task Types link. 

4.       With either option, the Manage General Task Types window opens.  In the Manage Task Types list pane, click the top row, marked with an asterisk (*) to add a new record.

5.       You can add multiple types by clicking on the row marked within an asterisk (*). 

6.       When you have added all your types, click the Save (to save and stay) button or click the Save & Close (to save and exit) button within the Actions ribbon group. 

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Deleting a Task Type

1.       Click Orders/Troubles.

2.       Within the Navigation pane, click General Tasks.

3.       You have two alternatives for managing your task types:  

·         Within the tool bar directly above the Navigation pane, click the Manage General Task Types button.

·         Within the Action pane, click the Manage General Task Types link. 

4.       The Manage General Task Types window opens, displaying all types. 

5.       There are two ways to select the type to delete:

·         Right click the record selector box (located just left of the name) and from the pop-up box, click Delete.

·         Highlight the name in the list and within the Actions ribbon group click the Delete button.

6.       Once you click Delete, a message box appears verifying that you really want to delete the type.  Click Yes within the box to continue or No to cancel the operation.

7.       Once selected, cairs.net draws a line through the type allowing you to delete multiple items at once. 

8.       If you do not want to delete the type, right-click the record to access a popup menu.  From the popup, click Undelete.

9.       Once you select Undelete, a message box appears verifying that you really want to keep the item.  Click Yes within the box to continue or No to cancel the operation.

10.   Within the Actions ribbon group, click the Save (to save and stay) button or click the Save & Close (to save and exit) button.

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