Difference between revisions of "Using the Tasking Tool in IMSMANG"
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− | {{Reference guide header|The | + | {{Reference guide header|The Tasking tool allows operations staff to create Task dossiers by grouping useful information for planning and monitoring a Task. The Tasking tool includes Land to be addressed (that is, the objective of the Task) and planned Work Items such as Activities, Education activities and QMs. Any other related information can be included in the Task. |
− | Depending on local standard operating procedures (SOPs), the | + | Depending on local standard operating procedures (SOPs), the Tasking tool can be used to manage activities for one land or several lands, or for monitoring a specific organisation that was tasked. |
− | All the compiled information related to the specified | + | All the compiled information related to the specified Task can be viewed and printed from the task manager or the Task Editor window. |
}} | }} | ||
__FORCETOC__ | __FORCETOC__ | ||
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===On the {{IMSMANG}} Navigation Window===__NOEDITSECTION__ | ===On the {{IMSMANG}} Navigation Window===__NOEDITSECTION__ | ||
− | Tasks can be displayed in the items pane by selecting a specific | + | Tasks can be displayed in the items pane by selecting a specific Country Structure. |
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:[[Image:utT03.png|500px]] | :[[Image:utT03.png|500px]] | ||
− | {{note| Only | + | {{note| Only Land, Activities, Education and QM summaries can have associated Tasks.}} |
===On the Tasks Window===__NOEDITSECTION__ | ===On the Tasks Window===__NOEDITSECTION__ | ||
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====Filtering the Tasks Displayed====__NOEDITSECTION__ | ====Filtering the Tasks Displayed====__NOEDITSECTION__ | ||
− | <p>By default, all | + | <p>By default, all Tasks are listed in the table when the Tasks window is opened. You can limit the Tasks displayed in the table by selecting specific filter attributes.</p> |
[[Image:FilteringTasks.png|400px|''Filtering Tasks'']] | [[Image:FilteringTasks.png|400px|''Filtering Tasks'']] | ||
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</div> | </div> | ||
− | <p>To filter the | + | <p>To filter the Tasks displayed in the Tasks window:</p> |
<ol> | <ol> | ||
<li>From the '''Data Entry''' menu, select '''Tasks'''.</li> | <li>From the '''Data Entry''' menu, select '''Tasks'''.</li> | ||
:The Tasks window displays. | :The Tasks window displays. | ||
− | <li>Select the attribute on which you would like to apply the filter from the '''Filter''' drop-down list. Filter options for | + | <li>Select the attribute on which you would like to apply the filter from the '''Filter''' drop-down list. Filter options for Tasks include: </li> |
* ''Conducting'' – returns tasks owned by the organisation you selected from the list. | * ''Conducting'' – returns tasks owned by the organisation you selected from the list. | ||
* ''Planned End Date'' - returns tasks with the specified end date. | * ''Planned End Date'' - returns tasks with the specified end date. | ||
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− | {{note| The objective refers to a single land or to several lands that have the same | + | {{note| The objective refers to a single land or to several lands that have the same Task.}} |
<ol> | <ol> | ||
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====Viewing Task Status History====__NOEDITSECTION__ | ====Viewing Task Status History====__NOEDITSECTION__ | ||
− | <p>The Status History tab displays a list of status updates made to the | + | <p>The Status History tab displays a list of status updates made to the Task. Each time a user changes the status of a Task in the Task Editor window, a new record is entered in Task Statuses table. The following information is displayed:</p> |
* The status selected at each status update. | * The status selected at each status update. | ||
* The date of each status update. | * The date of each status update. | ||
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#Select the '''Related Information''' tab in the Task Editor window. | #Select the '''Related Information''' tab in the Task Editor window. | ||
− | #Select auxiliary data, a data entry form item or a | + | #Select auxiliary data, a data entry form item or a Task. |
:[[Image:utT14.png|500px]] | :[[Image:utT14.png|500px]] | ||
− | <p>Tasks allow you to manage work that is required as part of your mine action process. You can link | + | <p>Tasks allow you to manage work that is required as part of your mine action process. You can link Tasks to standard {{IMSMANG}} items or to specific areas on the map, assign Task objectives and sub-tasks (called work items), and record other work-related information such as start and end dates, available resources, responsible personnel, and status changes.</p> |
====Adding Geospatial Data====__NOEDITSECTION__ | ====Adding Geospatial Data====__NOEDITSECTION__ | ||
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− | <p>The geospatial data tab allows you to add, edit, delete, or import geospatial shapes (points, polygons, and polylines) associated with the | + | <p>The geospatial data tab allows you to add, edit, delete, or import geospatial shapes (points, polygons, and polylines) associated with the Task. As with other similar windows, you can:</p> |
* Add shapes either manually or by drawing on the map | * Add shapes either manually or by drawing on the map | ||
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==Editing Tasks==__NOEDITSECTION__ | ==Editing Tasks==__NOEDITSECTION__ | ||
− | <p>To view and/or change | + | <p>To view and/or change Task information:</p> |
<ol> | <ol> | ||
− | <li>From the Tasks window, select the row associated with the | + | <li>From the Tasks window, select the row associated with the Task you would like to view or change.</li> |
<li>Click the [[Image:FieldViewIcon.png | Edit]] button.</li> | <li>Click the [[Image:FieldViewIcon.png | Edit]] button.</li> | ||
<li>Change the information as needed. For more information about editing the various data entry fields, refer to [[Using the Tasking Tool in IMSMANG#Adding New Tasks | Adding New Tasks]].</li> | <li>Change the information as needed. For more information about editing the various data entry fields, refer to [[Using the Tasking Tool in IMSMANG#Adding New Tasks | Adding New Tasks]].</li> | ||
<li>Do one of the following:</li> | <li>Do one of the following:</li> | ||
− | * To save the changes you have made to the | + | * To save the changes you have made to the Task, click '''Save'''. |
* To discard any changes you have made, click '''Cancel'''. | * To discard any changes you have made, click '''Cancel'''. | ||
</ol> | </ol> | ||
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==Removing a Task==__NOEDITSECTION__ | ==Removing a Task==__NOEDITSECTION__ | ||
− | {{note| Not all | + | {{note| Not all Tasks can be removed. You cannot remove Tasks that contain [[Using the Tasking Tool in IMSMANG#Associating Objectives | Objectives]] or [[Using the Tasking Tool in IMSMANG#Associating Work Items | Work Items]]. However, you can remove Tasks that are linked to [[Using the Tasking Tool in IMSMANG#Adding Related Information | Related Information]].}} |
− | <p>To remove a | + | <p>To remove a Task:</p> |
<ol> | <ol> | ||
− | <li>From the Tasks window, click the row associated with the | + | <li>From the Tasks window, click the row associated with the Task you would like to remove.</li> |
<li>Click the [[Image:EcksButton.png | Delete]] button.</li> | <li>Click the [[Image:EcksButton.png | Delete]] button.</li> | ||
:The Verify Task Deletion window displays. | :The Verify Task Deletion window displays. | ||
<li>Do one of the following:</li> | <li>Do one of the following:</li> | ||
− | * To delete the | + | * To delete the Task, click the '''Yes''' button. |
::The Task is removed. | ::The Task is removed. | ||
* To cancel the delete operation, click the '''No''' button. | * To cancel the delete operation, click the '''No''' button. |
Revision as of 10:05, 26 May 2014
Depending on local standard operating procedures (SOPs), the Tasking tool can be used to manage activities for one land or several lands, or for monitoring a specific organisation that was tasked.
All the compiled information related to the specified Task can be viewed and printed from the task manager or the Task Editor window.
Viewing Tasks
Tasks can be displayed in the items pane by selecting a specific Country Structure.
On an Item's Summary
Only Land, Activities, Education and QM summaries can have associated Tasks. |
On the Tasks Window
To access the Task window, select the Data Entry menu, and then select Tasks.
Tasks Window
Filtering the Tasks Displayed
By default, all Tasks are listed in the table when the Tasks window is opened. You can limit the Tasks displayed in the table by selecting specific filter attributes.
Filtering Tasks
To filter the Tasks displayed in the Tasks window:
- From the Data Entry menu, select Tasks.
- The Tasks window displays.
- Select the attribute on which you would like to apply the filter from the Filter drop-down list. Filter options for Tasks include:
- Conducting – returns tasks owned by the organisation you selected from the list.
- Planned End Date - returns tasks with the specified end date.
- Planned Start Date - returns tasks with the specified start date.
- Status – returns tasks with the status value that you selected from the list.
- Task ID – returns tasks with a task ID that contains the specified value.
- Task Name – returns tasks with a task name that contains the specified value.
- Enter or select a value that the selected attribute must be either similar to or contain. Note that the filter is not case-sensitive.
- Click the Apply button.
- Tasks passing the filter are listed in the table.
Adding New Tasks
Completing General Information Details
Associating Objectives
The objective refers to a single land or to several lands that have the same Task. |
- Select the Objective tab in the Task Editor window.
- Click the button.
- Select a Land. Note that the Land must have status set.
- Click Assign.
Associating Work Items
- Select the Planning & Monitoring tab in the Task Editor window.
- Enter a work item ID or work item name to enable the OK button.
- Associate an MA activity data entry form.
- Enter general information about the work item.
Viewing Task Status History
The Status History tab displays a list of status updates made to the Task. Each time a user changes the status of a Task in the Task Editor window, a new record is entered in Task Statuses table. The following information is displayed:
- The status selected at each status update.
- The date of each status update.
- The username of the person who initiated the status update.
- The reason (if provided) for the status update.
You can click the button to view a summary of each status change including the date, controlling organisation, and a brief reason for the change. |
Status History Tab
Adding Related Information
- Select the Related Information tab in the Task Editor window.
- Select auxiliary data, a data entry form item or a Task.
Tasks allow you to manage work that is required as part of your mine action process. You can link Tasks to standard IMSMANG items or to specific areas on the map, assign Task objectives and sub-tasks (called work items), and record other work-related information such as start and end dates, available resources, responsible personnel, and status changes.
Adding Geospatial Data
The geospatial data tab allows you to add, edit, delete, or import geospatial shapes (points, polygons, and polylines) associated with the Task. As with other similar windows, you can:
- Add shapes either manually or by drawing on the map
- Select any coordinate reference system and format
- Incorporate bearing and distance measurements
For more information, refer to Enter Geospatial Data in the Data Entry Form.
Geospatial Data Tab
You can disable or enable the geospatial data tab by changing the IMSMANG system preferences. Refer to Setting User Preferences. |
Editing Tasks
To view and/or change Task information:
- From the Tasks window, select the row associated with the Task you would like to view or change.
- Click the button.
- Change the information as needed. For more information about editing the various data entry fields, refer to Adding New Tasks.
- Do one of the following:
- To save the changes you have made to the Task, click Save.
- To discard any changes you have made, click Cancel.
Printing a Task Summary
Removing a Task
Not all Tasks can be removed. You cannot remove Tasks that contain Objectives or Work Items. However, you can remove Tasks that are linked to Related Information. |
To remove a Task:
- From the Tasks window, click the row associated with the Task you would like to remove.
- Click the button.
- The Verify Task Deletion window displays.
- Do one of the following:
- To delete the Task, click the Yes button.
- The Task is removed.
- To cancel the delete operation, click the No button.