MoversSuite Administration > Customer Service > Tasks > Task Group
The Add Task Group dialog opens when adding or editing a Task Group on a Tasks Setup record, aka Task Definition. Use this dialog to define subsets of orders or claims under a Task Definition. The primary purpose of a Task Group is to assist in filter tasks within the Tasks Module. For example, you can definite a set of orders with the same Task Definition but with different groupings, such as “Phase 1”, “Phase 2”, “Phase 3” or “Army”, “Marines”, “Navy”, etc.
Figure 35: Add Task Group dialog
Technical Field and Function Descriptions
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Field |
Description |
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Use this section to define a subset of a Task Definition for narrowing search results and for defining store rollout in Special Services. | |
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Name |
Create a description for the group within this field (up to 20 characters). The name value will be accessible through the Task Group field. The Task Group is considered a roll-out specification for Store information from Special Services and the Customer Web Portal and it is a key search option. The group name is set for an order within Name, Address, Phone, Contacts and Locations, or within Claims. The Find command references the Task Group within the Store Information tab and is the primary search option within the Tasks screen.
IMPORTANT: Duplicate group names will appear multiple times as menu options for the Task Group field, therefore if two different Task Definition records contain the same group name, such as “Household Goods”, for example, then the option will be repeated within the Task Group drop-down menu. Further, complicating matters is that the Task Group selector lacks controls to sort its display.
Create unique Task Group names that associate well to the particular Task Definition to which they belong in order avoid the duplicity issue. |