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Using the Tasking Tool in IMSMANG

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{{Reference guide headerHowTo's|The Tasking tool allows operations staff to create [[Open a Task dossiers by grouping useful information for planning and monitoring ]]| [[Add a New Task. The Tasking tool includes Land to be addressed (that is, the objective of the Task) ]]| [[View and planned Work Items such as Activities, Education activities and QMs. Any other related information can be included in the /or Change a Task.]]| [[Delete a Task]]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 | [[Print 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.]]
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__FORCETOC__{{TOC right}} ==Viewing Tasks==__NOEDITSECTION__===On the {{IMSMANG}} Navigation Window===__NOEDITSECTION__ 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, Education and QM summaries can have associated Tasks.}} ===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 from the '''Filter''' drop-down list. Filter options for Tasks include: </li>* ''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. <li>Enter or select a value that the selected attribute must be either similar to or contain. Note that the filter is not case-sensitive. </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 refers to a single land or to several lands that have the same Task.}} <ol><li>Select the '''Objective''' tab in the Task Editor window.</li><li>Click the [[Image:FieldTemplateIcon.png | Add]] button.</li><li>Select a Land. Note that the Land must have status set.</li><li>Click '''Assign'''.</li> [[Image:utT08.png|500px]] </ol> ====Associating Work Items====__NOEDITSECTION__  <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 a work item ID or work item name to enable the OK button.</li><li>Associate an MA activity data entry form.</li> [[Image:utT11UtT07.png|500px]] <li>Enter general information about the work item.</li> [[Image:utT12.png|500pxcenter]] </ol> ====Viewing Task Status History====__NOEDITSECTION__ <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 date of each status update.* The username of the person who initiated the status update.* The reason (if provided) for the status update. {{note| You can click the [[Image:ViewIcon.png | View]] button to view a summary of each status change including the date, controlling organisation, and a brief reason for the change.}} [[Image:StatusHistoryTab.png||500px|''Status History Tab'']]<div align="left">''Status History Tab''</div> ====Adding Related Information====__NOEDITSECTION__    #Select the '''Related Information''' tab in the Task Editor window.#Select auxiliary data, a data entry form item or a Task. :[[Image:utT14.png|500px]]  <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__   <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* 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]]. [[Image:GeospatialDataTab.png||600px|''Geospatial Data Tab'']]<div align="left">''Geospatial Data Tab''</div> {{note| You can disable or enable the geospatial data tab by changing the {{IMSMANG}} system preferences. Refer to [[Setting User Preferences]].}} ==Editing Tasks==__NOEDITSECTION__
<p>To view and/or change The Tasking tool allows Operations staff at National Mine Action Authorities to create Task (dossiers) by grouping useful information:</p><ol><li>From the Tasks window, select the row associated with the for planning and monitoring a Task you would like to view or change.</li><li>Click the Tasks are created by selecting which [[Image:FieldViewIcon.png Land Summary Window | EditLand]] button.</li><li>Change are the information as needed. For more information about editing '''Objective(s)''' of the various data entry fields, refer Task and then plan how to [[Using address the Tasking Tool in IMSMANG#Adding New Tasks | Adding New Tasks]]Objective(s).</li><li>Do one The plan consists of the following:</li>* To save the changes you have made to the Task, click '''SaveWork item(s)'''.* To discard any changes you have made, click Different '''Cancel'Work items''may be assigned to different Organisations and addressed with different methods and assets/tools.</ol>
==Printing a Task When the planned ''Work item'' is conducted and the Organisation has reported then it is possible to link one [[Activity Summary Window | Activity]], [[Assistance Summary Window | Assistance]], [[Education Summary==__NOEDITSECTION__:*Click the Window | Education]] or [[Image:Print.png QM Summary Window | PrintQM]] button in reports to the Task Editor window''Work item''. This functionality will facilitate comparison between plan and end-result. ''Work items'' may also be used as input to donor / project reporting.
:[[Image:utT04On the '''Related information''' it is possible to link other Items or Auxiliary data that are either helpful for the Task planning or for the planning and/or execution of the Work item for the executing Organisation.png|500px]]
==Removing a Task==__NOEDITSECTION__{{note| Not all Similar to items, 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 customised to [[Using the Tasking Tool in IMSMANG#Adding Related Information | Related Information]]include CDFs.}}
<p>To remove a Task:</p><ol><li>From the {{Note| Tasks window, click the row associated with the Task you would like to removeare not created or updated by using Data Entry Forms or approval process.</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 This means that historical data about Tasks is removed.* To cancel the delete operation, click the '''No''' buttonnot tracked (except for status change) and any updates made to Tasks automatically replace previous data.</ol>}}
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[[Category:NAA]]
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