Define tasks or activities related to a case that must be performed to complete the case.
To define a task for case management:
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Select Operations > Case Management.
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Select the case for which to define a task, and then click the Tasks tab.
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Click Add Task.
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Specify a description of the task.
The From Service Code check box is selected if this task originated from a case task associated to the service code entered on the Case Management page.
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Specify this task details information:
Sequence - Specify the sequential order in which this task is to be performed if there are more tasks to define for this case.
Step - Specify a sub-sequence for tasks that have the same sequential order.
Task Plan for Checklist - Specify an existing task plan checklist to attach to this task.
Estimated Costs - Specify the estimated costs of the task.
Priority - Specify the priority of the task.
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Specify the tracking details information.
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Specify the follow-up work order details information if there is a related work order.
The Calculated Costs Refresh Required check box is selected if the Refresh Cost Data button must be selected to display the current actual costs of the follow-up work order associated with this task.
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Click Submit. A unique code identifying the Task No. is assigned.