Search for Tasks

Task Manager can be used to find an existing case or a group of cases by identifying a specific task and updating information on the task.

  1. The Login ID automatically populates with the user's login, but can be changed by deleting the login and clicking the Lookup icon.

  • Select the login ID of the employee you wish to add.
  • Click Submit.

  1. Use the calendar icon or double-click in the field to enter the From and To dates you want to search.
  2. Select the Task Type, such as an inspection, from the drop-down list.
  3. Select if the task is or is not Available or Complete.

NOTE: You can also click Compact View to condense the Search Panel.

  1. Click Search.

Results matching your search criteria open below the search form.

  1. Click a task to view its details, such as the case type/number, case subtype, and task name.

From here you can update the task you selected.

See Task Manager Fields for an explanation of the Task Manager panel fields.