Task Seq

Task sequence number. This is the unique identifier for the task.

Object Number

ID number of the object related to the task.

Object

Description of the object related to the task.

Location

Textual description of the object's location.

Opened

Date that the task was created.

Initiated By ID

Name of the person who initiated the task.

Status

Current status of the task.

For example, New, Waiting for Info, Completed.

Closed

Date that the task was closed, if activity has finished.

Type

Select the object type.

Severity

Severity rating of the problem that the task is aimed to fix.

For example, severity can be rated on a level of 1 to 10 with 10 being very severe and 1 being minor.

Note: Severity values are defined in the luObjectTaskSeverity lookup table. See luObjectTaskSeverity lookup table in the System Maintenance manual.

Level

Priority level for the task. For example, a Level 1 task has more priority than a Level 3 task.

Allocated To

Name of the person who has been allocated the task.

Subject

Brief description of the task.

For example, Paint Front Door, Clean Blinds.

(Object Search field)

Search for an object. See Searching for objects.

(Object Search field)

Launch Object Maintenance to view or update the details of the selected object. See Maintaining objects.

(Initiated by ID field)

Find the community member that person that initiated the task.

(Initiated by ID field)

Launch Object Maintenance to view or update the details of the selected object. See Maintaining objects.

(Allocated To field)

Launch Community Maintenance for the selected person.

Saves and closes the current window.

Update the Closed field with the current date and time.

The following window is displayed.

Save the changes and continue editing.

Delete the current task and close the window.

The following window is displayed.

To delete the current task:

1. Type delete.
2. Click .

   Tip: You can type in either upper case or lower case.

Cancel changes made since last saving and close the window.

Allocated To

Name of the person who has been allocated the activity.

Date

Date that the activity was created.

Comm Method

Method of communication to the person.

For example, phone, email or personal approach.

Note: This field is configured using the luObjectTaskCommunicationMethod lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual.

Ref

Reference information supporting the communication.

For example, email address used to email the person.

Follow Up

Select if a follow up communication is required with the person allocated the activity.

Follow Up By

Person who is following up about the activity.

Follow Up Date

Date the person is scheduled to follow up about the activity.

Start the Staff Search window to find a staff member to allocate the task to.

Create a new activity.

Delete the current task and close the window.

The following window is displayed.

To delete the current task:

1. Type delete.
2. Click .

   Tip: You can type in either upper case or lower case.

Reply to an email.

Save the changes and continue editing.

Mark the activity as finished.

Send an email regarding an activity. The Send Email(s) window is displayed:

Note: This button is only displayed if you are replying to an email.

Add a file attachment to an email.

Include Closed Tasks

Select to display closed tasks as well as current tasks.