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| − | {{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 ''hazards'' to be addressed (that is, the ''objective'' of the task) and ''work items'' such as surveys, clearances, MREs and QCs. Any other related information can be included in the binder.
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| − | Depending on local standard operating procedures (SOPs), the tasking tool can be used to manage activities for one hazard or several hazards, or for monitoring a specific organisation that was tasked.
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| − | The tasking tool automatically retrieves data from the associated work items to produce ''statistics''. This includes cleared area size, devices found and hours spent.
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| − | 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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| − | }}
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| − | __FORCETOC__
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| − | {{TOC right}}
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| | {{HowTo's | | {{HowTo's |
| − | |[[HowTo:Refresh Statistics Tab|Refresh the Statistics Tab]] | + | | [[Open a Task]] |
| | + | | [[Add a New Task]] |
| | + | | [[View and/or Change a Task]] |
| | + | | [[Delete a Task]] |
| | + | | [[Print a Task]] |
| | }} | | }} |
| | + | [[Image:UtT07.png|500px|center]] |
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| − | {| style="border:2px solid lightgray; float:center; margin:10px;"
| + | The Tasking tool allows Operations staff at National Mine Action Authorities to create Task (dossiers) by grouping useful information for planning and monitoring a Task. |
| − | |align="left" style="padding: 5px 10px 5px 10px"|[[Image:SopIcon.png|50px]]
| + | Tasks are created by selecting which [[Land Summary Window | Land]] are the '''Objective(s)''' of the Task and then plan how to address the Objective(s). The plan consists of '''Work item(s)'''. Different ''Work items'' may be assigned to different Organisations and addressed with different methods and assets/tools. |
| − | |align="left" style="padding: 5px 10px 5px 10px"| 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.
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| − | |}
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| − | | |
| − | ===Viewing Tasks===
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| − | :*Browsing tasks from the IMSMA Navigation window.
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| − | :[[Image:utT01.png|500px]]
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| − | {| style="border:2px solid lightgray; float:center; margin:10px;"
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| − | |align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
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| − | |align="left" style="padding: 5px 10px 5px 10px"| Tasks can be displayed in the items pane by selecting a specific country structure area.
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| − | |-
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| − | |align="center" colspan="2"|[[Image:utT02.png|500px]]
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| − | |}
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| − | :*Viewing the associated task(s) of a specific item in the items pane
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| − | | |
| − | :[[Image:utT03.png|500px]]
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| − | {| style="border:2px solid lightgray; float:center; margin:10px;"
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| − | |align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
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| − | |align="left" style="padding: 5px 10px 5px 10px"| Only hazards, hazard reductions, MREs and QCs can have associated tasks.
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| − | |}
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| − | | |
| − | ===Printing a Task Summary===
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| − | :*Click [[Image:Print.png]] in the Task Editor window.
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| − | | |
| − | :[[Image:utT04.png|500px]]
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| − | | |
| − | ===Entering New Tasks===
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| − | [[Image:SopIcon.png|50px]]
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| − | <ol>
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| − | <li>Select '''Data Entry''' > '''Tasks'''.</li>
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| − | <li>Click [[Image:FieldTemplateIcon.png]].</li>
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| − | [[Image:utT05.png|500px]]
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| − | </ol>
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| − | {| style="border:2px solid lightgray; float:center; margin:10px;"
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| − | |align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
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| − | |align="left" style="padding: 5px 10px 5px 10px"| Only hazards, hazard reductions, MREs and QCs can have associated tasks.
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| − | |-
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| − | |align="center" colspan="2"|[[Image:utT06.png|500px]]
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| − | |}
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| − | | |
| − | ====Completing General Information Details====
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| − | :[[Image:SopIcon.png|50px]]
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| − | | |
| − | :[[Image:utT07.png|500px]]
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| − | ====Associating Objectives====
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| − | :[[Image:SopIcon.png|50px]]
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| − | {| style="border:2px solid lightgray; float:center; margin:10px;"
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| − | |align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
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| − | |align="left" style="padding: 5px 10px 5px 10px"| The objective refers to a single or to several hazards that have the same task.
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| − | |}
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| − | | |
| − | <ol>
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| − | <li>Select the '''Objective''' tab in the Task Editor window.</li>
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| − | <li>Click [[Image:FieldTemplateIcon.png]].</li>
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| − | <li>Select a hazard.</li>
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| − | <li>Click '''Assign'''.</li>
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| − | | |
| − | [[Image:utT08.png|500px]]
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| − | </ol>
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| − | | |
| − | ====Associating work items====
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| − | [[Image:SopIcon.png|50px]]
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| − | #Select the '''Planning & Monitoring''' tab in the Task Editor window.
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| − | :[[Image:utT09.png|500px]]
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| − | ====Adding Work Items====
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| − | #Click [[Image:FieldTemplateIcon.png]].
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| − | | |
| − | :[[Image:utT10.png|500px]]
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| − | {| style="border:2px solid lightgray; float:center; margin:10px;"
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| − | |align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
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| − | |align="left" style="padding: 5px 10px 5px 10px"| Work items can be updates or progress reports, planned or completed hazard reductions or QC/QA or MRE activities reporting on indicators that automatically update the Statistics tab.
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| − | |}
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| − | | |
| − | <ol start="2">
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| − | <li>Enter a work item ID or work item name to enable the OK button.</li>
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| − | <li>Associate an MA activity field report.</li>
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| − | <li>Enter general information about the work item.</li>
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| − | [[Image:utT11.png|500px]]
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| − | [[Image:utT12.png|500px]]
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| − | </ol>
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| − | | |
| − | {| style="border:2px solid lightgray; float:center; margin:10px;"
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| − | |align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
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| − | |align="left" style="padding: 5px 10px 5px 10px"| After associating new objectives and work items, refresh the Statistics tab.
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| − | |-
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| − | |align="center" colspan="2"|[[Image:utT13.png|500px]]
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| − | |}
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| − | | |
| − | ====Adding related information====
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| − | [[Image:SopIcon.png|50px]]
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| − | #Select the '''Related Information''' tab in the Task Editor window.
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| − | #Select auxiliary data, a field report item or a task.
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| − | | |
| − | :[[Image:utT14.png|500px]]
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| − | <p>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.</p>
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| − | | |
| − | ==Tasks Window==
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| − | <p>To access the Task window, select the '''Data Entry''' menu, and then select '''Tasks'''.</p>
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| − | [[Image:TasksWindow.png|center|''Tasks Window'']]
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| − | <div align="center">
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| − | ''Tasks Window''
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| − | </div>
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| − | | |
| − | <p>From the Tasks window, you can:</p>
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| − | * Filter the tasks listed in the window. For more information, refer to How to filter the tasks displayed.
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| − | * Select the columns that are displayed in the Tasks window. For more information, refer to Selecting display columns.
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| − | * Export the data displayed in the window. For more information, refer to Exporting.
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| − | * Add tasks. For more information, refer to How to add a new task.
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| − | * View or change task information. For more information, refer to How to view and/or change a task.
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| − | * Remove a task. For more information, refer to How to remove a task.
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| − | * Print a copy of the task and its details. For more information, refer to How to print a task.
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| − | | |
| − | ===Filtering the Tasks Displayed===
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| − | | |
| − | <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>
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| − | [[Image:FilteringTasks.png|center|''Filtering Tasks'']]
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| − | <div align="center">
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| − | ''Filtering Tasks''
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| − | </div>
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| − | | |
| − | <p>To filter the tasks displayed in the Tasks window:</p>
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| − | <ol>
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| − | <li>From the '''Data Entry''' menu, select '''Tasks'''.</li>
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| − | :The Tasks window displays.
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| − | <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>
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| − | * ''Current Owner'' – returns tasks owned by the organisation you selected from the list.
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| − | * ''Current Status'' – returns tasks with the status value that you selected from the list.
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| − | * ''Task ID'' – returns tasks with a task ID that contains the specified value.
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| − | * ''Task Name'' – returns tasks with a task name that contains the specified value.
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| − | <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>
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| − | <li>Click the '''Apply''' button. </li>
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| − | :Tasks passing the filter are listed in the table.
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| − | </ol>
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| − | | |
| − | ===Adding a New Task===
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| − | | |
| − | <ol>
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| − | <li>Click the [[Image:FieldTemplateIcon.png]] button on the Tasks window.</li>
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| − | : The Task Editor window displays.
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| − | </ol>
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| − | | |
| − | ===Viewing or Changing a Task===
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| − | <p>To view and/or change task information:</p>
| + | 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 Window | Education]] or [[QM Summary Window | QM]] reports to the ''Work item''. This functionality will facilitate comparison between plan and end-result. ''Work items'' may also be used as input to donor / project reporting. |
| − | <ol>
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| − | <li>From the Tasks window, select the row associated with the task you would like to view or change.</li>
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| − | <li>Click the [[Image:FieldViewIcon.png]] button.</li>
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| − | <li>Change the information as needed. For more information about editing the various data entry fields, refer to ''How to add a new task''.</li>
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| − | <li>Do one of the following:</li>
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| − | * To save the changes you have made to the task, click '''Save'''.
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| − | * To discard any changes you have made, click '''Cancel'''.
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| − | </ol>
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| − | ===Removing a Task===
| + | On 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. |
| − | {| style="border:2px solid lightgray; float:center; margin:10px;"
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| − | |align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
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| − | |align="left" style="padding: 5px 10px 5px 10px"| 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 Items''.
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| − | |}
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| | | | |
| − | <p>To remove a task:</p>
| + | Similar to items, Tasks can be customised to include CDFs. |
| − | <ol>
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| − | <li>From the Tasks window, click the row associated with the task you would like to remove.</li>
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| − | <li>Click the [[Image:EcksButton.png]] button.</li>
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| − | :The Verify Deletion window displays.
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| − | <li>Do one of the following:</li>
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| − | * To delete the task, click the '''Yes''' button.
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| − | ::The Task is removed.
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| − | * To cancel the delete operation, click the '''No''' button.
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| − | </ol>
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| − | ===Printing a Task===
| + | {{Note| Tasks are not created or updated by using Data Entry Forms or 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. }} |
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| − | <p>To print a hard copy of the task information:</p>
| + | {{NavBox Working with IMSMA}} |
| − | <ol>
| + | [[Category:NAA]] |
| − | <li>From the Tasks window, select the row associated with the task you would like to print. </li>
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| − | <li>Click the [[Image:FieldViewIcon.png]] button.</li>
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| − | :The Task Editor (Edit) window displays.
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| − | <li>Click the [[Image:PrinterIcon.png]] button.</li>
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| − | The Print Preview window displays.
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| − | <li>Click the '''Print''' button to select an available printer and print a hard copy of the task.</li>
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| − | </ol>
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The Tasking tool allows Operations staff at National Mine Action Authorities to create Task (dossiers) by grouping useful information for planning and monitoring a Task.
Tasks are created by selecting which Land are the Objective(s) of the Task and then plan how to address the Objective(s). The plan consists of Work item(s). Different Work items may be assigned to different Organisations and addressed with different methods and assets/tools.
Similar to items, Tasks can be customised to include CDFs.
