Updated 09 October 2020
The Tasks module allows us to manage the tasks which have been created based on the status or outcome of our assessments/surveys, categorised in four different task types;
Once an assessment has been approved, tasks are created from the remedial actions listed within the assessment. For example, the actions found in the ‘Significant Findings’ section and ‘Action Plan’ section of an approved report are created into tasks. Tasks provides information about what actions need to be completed and by whom, as well as information relating to future risk assessments (e.g. when to create the next assessment based on a pre-determined time interval, usually linked to the identified risk level).
A tasks details and status can both be updated at any time.
Changes made to a task will not affect the action in that assessments ‘Approved Report’, although the ‘Live Report’ will reflect such changes. See final PDF report instructions for the differences between the two.
Once our results have loaded we will see a column, to the left, with a search bar and filtering options, and to the right our data grid showing all the tasks (from the selected company/group/property).
We can manipulate the columns displayed and the order they’re grouped in – see ‘Using the Data Grid‘
Use the search bar or filter options, using the different fields.
To edit any field
In this field we can filter for assessments/surveys that need creating, submitting or approving and/or for all remedial actions. Each type can also be expanded, giving the option to filter tasks from only certain assessments/surveys. Filtering by projects is also an option. See ‘Projects’ for details of adding tasks to a project, or starting a new project.