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Task

Overview:

       Task Module allows a user to assign a work assignment to another user or group of users and monitor the progress of the task until completed.
A Task can be created from the Task module or within other modules. For example, a task can be created from, any Blotter, Case or Arrest and becomes part of that modules record.

Task Module:

       There are three drop downs for the Task Module, Tasks Owned by You, Tasks Assigned to you and All Tasks in System.

Tasks Owned by You:

Tasks Owned by You

  • These are tasks that you created and assigned to another officer or group of officers to complete.
  • Click on View to see the contents of the task.
  • Remove finish Tasks allows you to see only Tasks that have not been completed.
  • Create New Task allows you to Create a New Task and assign it to another user or group of users.

Tasks Assigned to You:

Tasks Assigned to You

  • These are Tasks that have been assigned to you that need to be completed.
  • Click on View to see the contents of the tasks.
  • Remove finish Tasks allows you to see only Tasks that have not been completed. Leaving it uncheck will show completed and uncompleted tasks.

All Tasks in the System:

All Tasks in the System

  • Enables you to see all Tasks created by all users
  • Removed Finished Tasks allows you to see only open Tasks that have not been completed.

Create a New Task:

Create a New Task

  • A Task can be created from within an existing record or from the Task Module. In both cases, the information entered is the same.
  • Task Type is a dictionary that can be modified by individual departments
  • There are three status types and they cannot be modified.
    • Not Started – Task has been assigned to another user or group but is currently not being worked on.
    • In Progress – User or group of users have acknowledged the task and is currently being worked on.
    • Done – Task has been completed.
  • Description -Explaining exactly what the task is and what is needed for it to be completed.
  • Outcome – The user or group of user’s narratives explaining what was done to complete the task.
  • Assigned to Groups – User groups task is assigned too; more than one group can be selected.
  • Assigned to users – Single Users assigned to the Task, more than one user can be selected.

Task Created from an existing record:

Task Created from an existing record

  • Modules that have a left side panel will have various tabs at the top of that window.
  • Selecting the Task tab will open the Task menu where you can create a new task or see existing Tasks assigned to other users or groups of users for this record.
  • Example of creating a task from an existing record would be an investigative lead sheet for a major crime. The task can be assigned to officers and become part of that record.

Task Created from an existing record

  • Screen capture illustrates tasks assigned to record and their status.

Task Widget:

Task Widget

  • Task Widget is available on the user dashboard and can be configured in Setup/User Dashboard.
  • The widget will show you all Tasks assigned to you when logging into RMS 3.
  • The user can access their assigned tasks from the widget, by selecting view next to the task assigned.