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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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| − |
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| − | __FORCETOC__
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| − | {{TOC right}}
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| − |
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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'']] | |
| − | <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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| − | | |
| − | <p>Click the [[Image:FieldTemplateIcon.png]] button on the Tasks window.</p>
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| − | : The Task Editor window displays.
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| − | | |
| − | [[Image:TaskEditorWindow.png|center|''Task Editor Window'']]
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| − | <div align="center">
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| − | ''Task Editor Window''
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| − | </div>
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| − | | |
| − | <p>The Task Editor window includes seven sections:</p>
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| − | * ''A Basic Information'' section – This main section of the Task Editor window lets you enter standard data and save the task.
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| − | * ''An Objective tab'' – Use this tab to select a hazard item as the objective for the entire task.
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| − | * ''A Planning & Monitoring tab'' – Use this tab to set schedules and timelines for the task, and to create Work Items.
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| − | * ''A Statistics tab'' – Use this tab to display various metrics about the task.
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| − | * ''A Status History tab'' – Use this tab to display the revision history of the task.
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| − | * ''A Related Information tab'' – Use this tab to add information that is relevant to the task but does not affect its completion.
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| − | * ''A Geospatial Data tab'' – Use this tab to manage geospatial data (such as points, polygons, and polylines) that are associated with the task.
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| − | | |
| − | ====Basic Information====
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| − | | |
| − | <ol>
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| − | <li>Enter an identification number for the task in the '''Task ID''' field.</li>
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| − | <li>Enter a name for the task in the Task Name field.</li>
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| − | <li>Select an option from the '''Task Type''' menu to indicate the type of hazard dealt with.</li>
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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"| Default Task Type options include: Battle Area Subsurface, Battle Area Surface, Cluster Strike Subsurface, Cluster Strike Surface, Complex, Minefield, UXO Spot.
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| − | Note that Task Type options can be customised using the Data Inventory Manager.
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| − | |}
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| − | | |
| − | <ol start = "4">
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| − | <li>Click the [[Image:OrgInfoIcon.png]] button to select an organisation as the task owner.</li>
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| − | <li>Click the [[Image:StrucInfoIcon.png]] button to select an associated country structure level.</li>
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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"| For general information about adding auxiliary data such as organisations and country structure levels, refer to ''How to enter country structure data in the field report'' and ''How to enter organisation data in the field report''.
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| − | |}
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| − | | |
| − | <ol start = "6">
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| − | <li>Click the [[Image:FieldViewIcon.png]] 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.</li>
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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"| Data entered in the Task Status (Add) window is also stored in the Status History tab. For more information, refer to ''Status History Tab''.
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| − | |}
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| − | | |
| − | [[Image:TaskStatusAddWindow.png|center|''Task Status (Add) Window'']]
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| − | <div align="center">
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| − | ''Task Status (Add) Window''
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| − | </div>
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| − | | |
| − | <ol start = "7">
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| − | <li>Enter the name of the person who is in charge of the task in the '''Task Manager field'''.</li>
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| − | <li>Select an option from the '''Method''' menu to indicate the type of task being performed.</li>
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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"| Method options include: Clearance, Combine, Non-Technical Survey, Not Specified, Survey, Technical Survey.
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| − | |}
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| − | | |
| − | <ol start = "9">
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| − | <li>Use the '''Description''', '''History''', and '''Future''' fields to provide the task manager with relevant background information about the task.</li>
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| − | <li>In the '''Custom Defined Fields''' section, enter data into whatever custom defined fields (CDFs) are displayed. </li>
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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"| You can use the Data Inventory Manager to create your own CDFs and add them to the Work Item Editor window. For more information, refer to ''Custom Defined Fields (CDF)''.
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| − | |}
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| − | | |
| − | <ol start = "11">
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| − | <li>Click the '''Save''' button to save the task.</li>
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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"| The '''Save''' button only becomes available after you enter either a '''Task ID''' or a '''Task Name'''.
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| − | |}
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| − | | |
| − | ====Objective Tab====
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| − | | |
| − | <p>If your task was created to address a specific Hazard in IMSMA, you may assign that Hazard as the Objective of your task.</p>
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| − | <p>To add an objective:</p>
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| − | <ol>
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| − | <li>Click the '''Objective''' tab on the Task Editor window.</li>
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| − | <li>Click the [[Image:FieldViewIcon.png]] button on the Objective tab.</li>
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| − | :The Pick Hazard window displays.
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| − | </ol>
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| − | | |
| − | [[Image:PickHazardWindow.png|center|''Pick Hazard Window'']]
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| − | <div align="center">
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| − | ''Pick Hazard Window''
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| − | </div>
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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"| You can customise the Pick Hazard window in the following ways:
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| − | * To select the columns that are displayed in the Pick Hazard window, refer to ''Selecting display columns''.
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| − | * To export the data displayed in the window, refer to ''Exporting''.
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| − | |}
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| − | | |
| − | <ol start ="3">
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| − | <li>Use the '''Filter''' section to display a list of hazard item records.</li>
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| − | <li>Select an item record from the list.</li>
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| − | <li>Click the '''Assign''' button.</li>
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| − | :The selected item record displays in the Objective tab.
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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"| You can select an already-closed hazard as the objective, but you will be prompted to confirm your choice.
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| − | |}
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| − | | |
| − | <p>To remove an objective from the list:</p>
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| − | <ol>
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| − | <li>Select a hazard item record from the list on the Objective tab.</li>
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| − | <li>Click the [[Image:EcksButton.png]] button.</li>
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| − | </ol>
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| − | | |
| − | ====Planning & Monitoring Tab====
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| − | | |
| − | <p>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''.</p>
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| − | <p>To set task schedules and resources:</p>
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| − | <ol>Click the '''Planning & Monitoring''' tab on the Task Editor window.
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| − | </ol>
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| − | | |
| − | [[Image:PlanningAndMonitoringTab.png|center|''Planning & Monitoring Tab Window'']]
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| − | <div align="center">
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| − | ''Planning & Monitoring Tab Window''
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| − | </div>
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| − | | |
| − | <ol start ="2">
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| − | <li>In the '''Schedule and Timeline''' section, you can enter the following information:</li>
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| − | * The planned start date
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| − | * The planned end date
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| − | * The planned number of work days for completing the task
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| − | * The actual start date
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| − | * The actual end date
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| − | * The actual number of work days spent
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| − | * The expected cost and world currency
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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. }} |
| | | | |
| − | <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.
