Task Actions

by vandberg published Feb 24, 2012 05:05 PM, last modified Jun 23, 2017 02:36 PM
Component Instructions

Function:

Display a list of actions which were performed for a specified contract task. 

Operation:

From the menu, select:

Main Menu > UWO Financial Services > Contract Tracking > Task Actions 

Select or enter the task -- See Using Search Dialogs

Task Actions 1 

Contract ID, Contract Number and Contract Title  show which contract the task belongs to.  

Task ID, Description and Long Description  identify the task.

Task Status shows which state the task is currently in.

All actions that change the status of the task are listed, with the most recent actions first.

The list shows each person who is sent a notice.

Cycle shows which cycle the action occurred in.

Notify Nbr shows the number of the notice sent within the cycle.

Due Date shows the due date for the task at the time of the action.

Click the second tab in the grid to see additional fields.

Task Actions 2

Action Date/Time shows when the action happened.

User ID shows what person was logged in to perform the action.

Additional Information:

See the system instructions -- Contract Tracking 

See the instructions for entering tasks -- Task