Defining tasks for case management

Define tasks or activities related to a case that must be performed to complete the case.

To define a task for case management:

  1. Select Operations > Case Management.
  2. Select the case for which to define a task, and then click the Tasks tab.
  3. Click Add Task.
  4. 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.
  5. 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.
  6. Specify the tracking details information.
  7. 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.
  8. Click Submit. A unique code identifying the Task No. is assigned.
Parent topic: Defining cases for case management