Tasks (4.6)

This article applies to P2 Field Operator: Explorer Edition version 4.6. For the latest help, see Cases.

In Field Operator, tasks can be prioritized, assigned, updated, and added to today's journey.

Tasks are a feature of the Route Surveillance capability, which is an optional component of Field Operator.

The fields in a task form may vary depending on the form configuration. 

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Finding a Task

Select Tasks on the Navigation Ribbon in the Map, Grid Summary, or Location Detail.

In the Map

A list of all open tasks is displayed in the Information Panel on the left side of the screen.

Priority Color 1 Red 2 Yellow 3+ Blue

Tasks are assigned a priority, which is indicated by the: Color of the flag on the left side of the Location Summary. Color of the map marker. Number on the flag.

Click on a Location Summary, or a Map Marker to open a task in the Location Overview.

Location Overview:

1.	Location	Name of the currently selected location.
2.	Tasks	Tasks is the active tab selection; there are four tasks viewable for this location.
3.	Task List	Click on: The drop-down arrow to select a task from the list, or The chevrons to step through the task list.
4.	Status	Publish, visit, and plan status icons.

In Grid Summary

View a list of all tasks for the last three months for each location, or sort the tasks by assignment.

1.	Route	Name of the currently selected route.
2.	Tasks	Tasks is the current ribbon selection.
3.	Sort	The task list can be sorted by selecting: My Open Tasks My Completed Tasks Unassigned Open Tasks, or All Open Tasks.
4.	Location	Click on a location to view a list of all tasks for the location, from the last three months.
5.	Task List	The list of tasks for the selected sort option, or location. Click on a task in the list to open the task for editing. Incomplete tasks, and those that have been completed within the last 2 days, are editable.
6.	Priority	Flag color indicates task priority. Priority Color 1 Red 2 Yellow 3+ Blue

In Location Detail

View the list of tasks for the selected location or entity.

1.	Tasks	Tasks is the current ribbon selection.
2.	Entity	There are two tasks for this entity.
3.	Tasks List	The entities from the selected location which have an assigned task.
4.	Priority	Flag color indicates task priority. Priority Color 1 Red 2 Yellow 3+ Blue
5.	Location	Click on the Summary to display a list of all the tasks for the location.

To open a task:

• Click on an entry in the tasks list, or

• Click on an entity from the list on the left side of the screen.

To open the task summary:

• Click on the task icon.

The task summary:

1.	The task priority
2.	The option to add the task to Today's Journey.

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Updating Tasks

Open tasks, and those that have been completed within the last 2 days, are editable.

1.	Menu	Select: Entry to enter task details Commentary to enter, edit or reply to comments Attachments to add or remove attachments
2.	Tasks Details	Enter task details.
3.	System Data	These entries are generated when the task is created and completed, and are not editable.
4.	Actions	Click on buttons to: Save - Save your changes. Cancel - Discard unsaved changes and close the task. Revert - Discard unsaved changes and keep the task open.
5.	Keypad	Can be used to enter numerical data.

Release History

• Tasks (this release, 4.6):
  • Name change - Map View changed to Map
  • Name Change - Grid View changed to Grid Summary

• Tasks(4.4)