Updating case management tasks

Update case management tasks or complete tasks assigned to you.

  1. Select Operations > Case Management Tasks.
  2. Select the case for which to update a task, and then click the Record View tab.
  3. Specify the Tracking Details information:
    Start Date
    Specify the date the task was started.
    Percent Complete
    Specify the percentage of how close the task is to completion.
    Date Completed
    Specify the date the task was completed.
  4. Select the Ready to Start check box to indicate that work on the task can be started.
  5. Select the Started check box to indicate work on the task has started.
  6. Select the Completed check box to indicate work is complete for the task.
  7. Specify the Follow-up WO Details information.
  8. Click Save Record.
  9. Optionally, you may add, edit, or view documents attached to task checklist items on the Checklist tab. Click Add/Edit Checklist Item Documents for a selected checklist item to add or edit associated documents.