Updated 12 December 2016
All Tasks that are added to RiskBase are initially assigned a ‘Not Started’ status, indicating that the completion of the task has not yet begun.
We will want to update remedial action tasks to reflect their progress (In Progress / Completed / Cancelled).
The status of a task can only be updated by its assigned user.
All non remedial action tasks (i.e ‘Create’, ‘Submit’ and ‘Approve’) for both assessments and asbestos surveys cannot be updated, these tasks will automatically updated as ‘Complete’ once the assessments/surveys have been respectively created, submitted, or approved. Tasks containing asbestos points cannot be manually updated as complete. These will turn ‘Complete’ once added to an asbestos survey.
Once the task information pane is displayed (double click task to access) we will see the mark as, complete and cancel buttons across the top.
Click ‘Mark Task As’ > select ‘In Progress’ > change user/date/time if required (optional, add a comment *) > ‘Save Task’
Click ‘Complete Task’ ‘ > change user/date/time if required (optional, add a comment *) > ‘Complete Task’
Comments added here will be displayed in the tasks ‘Comments & Changes’ section when we return to the task details pane.
See Using Bulk Update for carrying this out for multiple tasks at once
Select ‘Cancel Task’ > change user/date/time if required (optional, add a comment *) > ‘Cancel Task’
Comments added here will be displayed in the tasks ‘Comments & Changes’ section when we return to the task details pane.
Cancelled tasks will still be visible in the task data grid, but displayed with a strike-through
See Using Bulk Update for cancelling multiple tasks at once.