Difference between revisions of "Using the Tasking Tool in IMSMANG"

Revision as of 00:31, 22 January 2013

Windows Vista and Windows 7 users, this sign next to a step is a reminder for you that you must right-click executables and choose Run as administrator from the context menu.

Viewing Tasks

• Browsing tasks from the IMSMA Navigation window.

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Represents a tip or note for using IMSMA Mobile.	Tasks can be displayed in the items pane by selecting a specific country structure area.

• Viewing the associated task(s) of a specific item in the items pane

Printing a Task Summary

• Click in the Task Editor window.

Entering New Tasks

1. Select Data Entry > Tasks.
2. Click .

Completing General Information Details

Associating Objectives

1. Select the Objective tab in the Task Editor window.
2. Click .
3. Select a hazard.
4. Click Assign.

Associating work items

1. Select the Planning & Monitoring tab in the Task Editor window.

Adding Work Items

1. Click .

2. Enter a work item ID or work item name to enable the OK button.
3. Associate an MA activity field report.
4. Enter general information about the work item.

Adding related information

1. Select the Related Information tab in the Task Editor window.
2. Select auxiliary data, a field report 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 IMSMA 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.

Tasks Window

To access the Task window, select the Data Entry menu, and then select Tasks.

From the Tasks window, you can:

• Filter the tasks listed in the window. For more information, refer to How to filter the tasks displayed.
• Select the columns that are displayed in the Tasks window. For more information, refer to Selecting display columns.
• Export the data displayed in the window. For more information, refer to Exporting.
• Add tasks. For more information, refer to How to add a new task.
• View or change task information. For more information, refer to How to view and/or change a task.
• Remove a task. For more information, refer to How to remove a task.
• Print a copy of the task and its details. For more information, refer to How to print a task.

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.

To filter the tasks displayed in the Tasks window:

1. From the Data Entry menu, select Tasks.

The Tasks window displays.

2. Select the attribute on which you would like to apply the filter from the Filter drop-down list. Filter options for tasks include:
• Current Owner – returns tasks owned by the organisation you selected from the list.
• Current 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.
3. Enter or select a value that the selected attribute must be either similar to or contain. Note that the filter is not case-sensitive.
4. Click the Apply button.

Tasks passing the filter are listed in the table.

Adding a New Task

Click the button on the Tasks window.

The Task Editor window displays.

The Task Editor window includes seven sections:

• A Basic Information section – This main section of the Task Editor window lets you enter standard data and save the task.
• An Objective tab – Use this tab to select a hazard item as the objective for the entire task.
• A Planning & Monitoring tab – Use this tab to set schedules and timelines for the task, and to create Work Items.
• A Statistics tab – Use this tab to display various metrics about the task.
• A Status History tab – Use this tab to display the revision history of the task.
• A Related Information tab – Use this tab to add information that is relevant to the task but does not affect its completion.
• A Geospatial Data tab – Use this tab to manage geospatial data (such as points, polygons, and polylines) that are associated with the task.

Basic Information

1. Enter an identification number for the task in the Task ID field.
2. Enter a name for the task in the Task Name field.
3. Select an option from the Task Type menu to indicate the type of hazard dealt with.

4. Click the File:OrgInfoIcon.png button to select an organisation as the task owner.
5. Click the File:StrucInfoIcon.png button to select an associated country structure level.

6. Click the button to open the Task Status (Add) window. From here, you can view the current status of the task, or select a new status from the menu whenever the task is updated.

7. Enter the name of the person who is in charge of the task in the Task Manager field.
8. Select an option from the Method menu to indicate the type of task being performed.

9. Use the Description, History, and Future fields to provide the task manager with relevant background information about the task.
10. In the Custom Defined Fields section, enter data into whatever custom defined fields (CDFs) are displayed.

11. Click the Save button to save the task.

Objective Tab

If your task was created to address a specific Hazard in IMSMA, you may assign that Hazard as the Objective of your task.

To add an objective:

1. Click the Objective tab on the Task Editor window.
2. Click the button on the Objective tab.

The Pick Hazard window displays.

3. Use the Filter section to display a list of hazard item records.
4. Select an item record from the list.
5. Click the Assign button.

The selected item record displays in the Objective tab.

To remove an objective from the list:

1. Select a hazard item record from the list on the Objective tab.
2. Click the button.

Planning & Monitoring Tab

The Planning & Monitoring tab allows you to assign task schedules and resources, such as work days, dates, and cost. You can also add and manage subtasks called work items. For more information about work items, refer to Work Item Editor.

To set task schedules and resources:

Click the Planning & Monitoring tab on the Task Editor window.

2. In the Schedule and Timeline section, you can enter the following information:
• The planned start date
• The planned end date
• The planned number of work days for completing the task
• The actual start date
• The actual end date
• The actual number of work days spent
• The expected cost and world currency

Viewing or Changing a Task

To view and/or change task information:

1. From the Tasks window, select the row associated with the task you would like to view or change.
2. Click the button.
3. Change the information as needed. For more information about editing the various data entry fields, refer to How to add a new task.
4. 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.

Removing a Task

To remove a task:

1. From the Tasks window, click the row associated with the task you would like to remove.
2. Click the button.

The Verify Deletion window displays.

3. 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.

Printing a Task

To print a hard copy of the task information:

1. From the Tasks window, select the row associated with the task you would like to print.
2. Click the button.

The Task Editor (Edit) window displays.

3. Click the button.

The Print Preview window displays.

4. Click the Print button to select an available printer and print a hard copy of the task.