Field

Description

Use this section to define the individual tasks that the application will generate when an order is assed to this particular Task Definition record.  These records will display within the Tasks and Workflow tab as well as on the Task List Report.

Additional information pertaining to this setup can be found within the Add Task topic.

Task Description

Enter the name used to identify a particular task (up to 60 characters).  Values created here will be available displayed in the Task tab and module.

Due Days

Enter the number of days (0 – 999) that will be added to or subtracted from the Dependency Date or the due date associated to a Dependency Task to determine the scheduled due date of task completion.

A value of 0 (zero) indicates that the Dependency Date or the due date associated to a Dependency Task itself is the due date of task completion; Due Type will be ignored in this case.

Due Type

The application will compute the task due date as the number of Due Days Before or After the selected Dependency Date or the due date associated to a Dependency Task. 

Note: Due Type is ignored when the Due Days field is set to 0 (zero).

Active

The Active flag instructs the application to allow the task to be accessible within MoversSuite (checked) or not available (unchecked). Tasks with this flag unchecked do not appear within MoversSuite.

Responsible Role

Assign the task item to a person assigned to a particular role on the order or claim, such as the Transportation Coordinator. The application automatically assigns this person, when set as this role on the order, as the one responsible for completing the task.

The following table lists the roles available to assign to a task. The Responsible Role links to specific Labor Types assigned to a user through their Personnel Setup record.

NOTE: For each of the coordinator types, i.e., Logistics Coordinator, OA Coordinator, and Transportation Coordinator, this field once saved, remains unchanged regardless of any changes made on the administrative side.

Leave this setting as “None” to enable the option to choose a specific employee through the Responsible User setting.

Responsible User

This setting is available when the Responsible Role is set to “None.” Use this setting to define the default person (responsible party) assigned to a task to a specific user. This is a specific user defined within Personnel Setup (only those with a Status of “ACTIVE” and have at least one Labor Type assigned to them are available in the drop-down menu for this field.

If this person is not assigned to the branch of the order (Branch tab settings in Personnel Setup), then they will not automatically be set as the task user when the Task Definition is set.

Dependency Date

Select a date type to base the task due date on. The application will generate a due date for tasks from the dependency date set for the order.  If the Dependency Date is “Load Date,” for example, the task due date will be the number of Due Days before or after the Load Date set within Move Information.

See Task Dependency Dates or Task Dependency Dates by Category topics for descriptions of the values available to you.

There are two option available to you that provide special functionality:

Completion of Other Task

Setting this option enables the Dependency Task setting allowing you to choose another task on this same Task Definition to base the due date from.

Document Received

You can base a due date of task on when a particular document is added to the order.

Dependency Task

If you wish to have a due date of a task be based on the due date of another task when the other task completes, then set the Completion of Other Task option within the Dependency Date field and choose from a list of other task items. The dependent task must already exist within the same Task Definition record of the new tasks.

NOTES:

1.     This field is only visible when the “Completion of Other Task” is selected from the Dependency Date dropdown.

2.     It is not advised to set the Due Days to something other than 0 (zero). It is possible, but you will receive a confirmation warning. The intent of the Completion of Other Task option is to build the due date of new task as the completion of the other task and not necessarily three days after or before, for example.

3.     For “Completion of Other Task” Dependency Date option, this field once saved, remains unchanged regardless of any changes made on the administrative side.

Priority

Default a priority to one defined within Task Priority Setup. This value assists those working within the Tasks and Workflow tabs by providing an extra column to group, sort, filters, etc. data.

Document Type

This is a special field which is only visible if the Dependency Date dropdown is set to the Document Received type. When a document of this Document Type is added to the Document Management system and the Task Definition and Task Group of the same document type are set on the Name, Address, Phone tab, an automatic trigger creates a new task in the Tasks tab, based on the current system date.

NOTES:

The Document Received dependency date is only valid for Order Information tasks and will not work with Claims tasks.

Tasks that are created for this type automatically are not removed if the document it was based on is deleted from Document Management.