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Using the Tasking Tool in IMSMANG

5,820 bytes removed, 11:35, 27 September 2016
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Similar to items, Tasks can be customised to include CDFs. Tasks, however, are somewhat different from items in that they are entered and modified directly in {{IMSMANG}} without using Data Entry Forms or the approval process. This means that historical data about Tasks is not tracked (except for status change) and any updates made to Tasks automatically replace previous data.
 
==Viewing Tasks==__NOEDITSECTION__
===On the {{IMSMANG}} Navigation Window===__NOEDITSECTION__
 
[[Task Tab | Tasks]] can be displayed in the items pane by selecting a specific Country Structure.
 
 
[[Image:utT02.png|500px]]
 
===On an Item's Summary===__NOEDITSECTION__
 
:[[Image:utT03.png|500px]]
 
{{note| Only Land, Activities, Assistance, Education and QM Summary windows have the Task button and '''only''' Tasks where the item is either a Objective and a Work Item will be included in the Task list.}}
 
===On the Tasks Window===__NOEDITSECTION__
<p>To access the Task window, select the '''Data Entry''' menu, and then select '''Tasks'''.</p>
 
[[Image:TasksWindow.png|500px|''Tasks Window'']]
<div align="left">
''Tasks Window''
</div>
 
====Filtering the Tasks Displayed====__NOEDITSECTION__
 
<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'']]
<div align="left">
''Filtering Tasks''
</div>
 
<p>To filter the Tasks displayed in the Tasks window:</p>
<ol>
<li>From the '''Data Entry''' menu, select '''Tasks'''.</li>
:The Tasks window displays.
<li>Select the attribute on which you would like to apply the [[Filter Lists | filter]] from the '''Filter''' drop-down list. </li>
<li>Click the '''Apply''' button. </li>
:Tasks passing the filter are listed in the table.
</ol>
 
==Adding New Tasks==__NOEDITSECTION__
 
<ol>
<li>Select '''Data Entry''' > '''Tasks'''.</li>
<li>Click the [[Image:FieldTemplateIcon.png | Add]] button.</li>
 
[[Image:utT05.png|500px]]
 
</ol>
 
====Completing General Information Details====__NOEDITSECTION__
 
 
:[[Image:utT07.png|500px]]
 
====Associating Objectives====__NOEDITSECTION__
 
{{note| The objective of a Task may be a single Land or several Land items and they must have Status set.}}
 
<ol>
<li>Select the '''Objective''' tab in the Task Editor window.</li>
<li>Click the [[Image:FieldTemplateIcon.png | Add]] button.</li>
<li>Select one or several Land. Note that the Land must have Status set in order to be possible to select.</li>
<li>Click '''Assign'''.</li>
 
[[Image:utT08.png|500px]]
 
</ol>
{{ New_6.0 | It is now possible to select more than one Land when associating objectives.}}
 
====Creating Work Items====__NOEDITSECTION__
{{note| Work Items may be created by the operation manager and are the '''planned''' Activities foreseen by the operation manager.}}
 
<ol>
<li>Select the '''Planning & Monitoring''' tab in the Task Editor window.</li>
</ol>
 
:[[Image:utT09.png|500px]]
 
<ol start ="2">
<li>Click the [[Image:FieldTemplateIcon.png | Add]] button.</li>
</ol>
 
:[[Image:utT10.png|500px]]
 
<ol start="3">
<li>Enter general information about the work item.</li>
 
[[Image:utT12.png|500px]]
 
</ol>
 
====Associate the plan (Work Items) to the outcome====__NOEDITSECTION__
If the operation manager would like to compare the planned Activities (Work Item) with the outcome it is possible to link the Work Item with '''one''' approved Activity, Assistance, Education activity or QM.
 
Associate one Activity, Assistance, Education activity or QM item.
 
[[Image:utT11.png|500px]]
 
{{New_6.0 | The new Assistance item may be associate as Work Item.}}
 
====Adding Related Information====__NOEDITSECTION__
{{note| It is possible to associate other items than the Objective to the Task. These items will facilitate the planning of the execution of the Task for the conducting organisation.}}
 
 
#Select the '''Related Information''' tab in the Task Editor window.
#Select which type of item, Task or Auxiliary data that you would like to associate
#Assign which item, Task or Auxiliary data to associate as extra information to the Task.
 
:[[Image:utT14.png|500px]]
 
====Adding Geospatial Data====__NOEDITSECTION__
 
 
 
<p>The geospatial data tab allows you to add, edit, delete, or import geospatial shapes (points, polygons, and polylines) associated with the Task. For more information, refer to [[Enter Geospatial Data in the Data Entry Form | Enter Geospatial Data]].</p>
 
[[Image:GeospatialDataTab.png||600px|''Geospatial Data Tab'']]
<div align="left">
''Geospatial Data Tab''
</div>
 
{{New_6.0| The geospatial data tab is always visible in V6.0}}
 
==Editing Tasks==__NOEDITSECTION__
 
<p>To view and/or change Task information:</p>
<ol>
<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>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>
* To save the changes you have made to the Task, click '''Save'''.
* To discard any changes you have made, click '''Cancel'''.
</ol>
 
==Printing a Task Summary==__NOEDITSECTION__
:*Click the [[Image:Print.png | Print]] button in the Task Editor window.
 
:[[Image:utT04.png|500px]]
 
==Removing a Task==__NOEDITSECTION__
{{note| 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 Task:</p>
<ol>
<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>
:The Verify Task Deletion window displays.
<li>Do one of the following:</li>
* To delete the Task, click the '''Yes''' button.
::The Task is removed.
* To cancel the delete operation, click the '''No''' button.
</ol>
{{NavBox Working with IMSMA}}
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