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

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(→‎Adding a New Task)
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===Viewing Tasks===
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==Viewing Tasks==
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:*Browsing tasks from the IMSMA Navigation window.
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===On the IMSMA Navigation Window===
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−
:[[Image:utT01.png|500px]]
 
  
 
{| style="border:2px solid lightgray; float:center; margin:10px;"
 
{| style="border:2px solid lightgray; float:center; margin:10px;"
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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:utT01.png|500px]]
 +
 
 +
===On an Item's Current View===
  
 
:[[Image:utT03.png|500px]]
 
:[[Image:utT03.png|500px]]
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|}
 
|}
  
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===Printing a Task Summary===
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===On the Tasks Window===
 +
<p>To access the Task window, select the '''Data Entry''' menu, and then select '''Tasks'''.</p>
 +
 
 +
[[Image:TasksWindow.png|center|''Tasks Window'']]
 +
<div align="center">
 +
''Tasks Window''
 +
</div>
 +
 
 +
<p>From the Tasks window, you can:</p>
 +
* 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''.
 +
 
 +
 
 +
==Printing a Task Summary==
 
:*Click [[Image:Print.png]] in the Task Editor window.
 
:*Click [[Image:Print.png]] in the Task Editor window.
  
 
:[[Image:utT04.png|500px]]
 
:[[Image:utT04.png|500px]]
  
−
===Entering New Tasks===  
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==Adding New Tasks==  
 
[[Image:SopIcon.png|50px]]
 
[[Image:SopIcon.png|50px]]
 
<ol>
 
<ol>
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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>
 
<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>
  
−
==Tasks Window==
+
==Editing a Task==
−
<p>To access the Task window, select the '''Data Entry''' menu, and then select '''Tasks'''.</p>
 
−
 
 
−
[[Image:TasksWindow.png|center|''Tasks Window'']]
 
−
<div align="center">
 
−
''Tasks Window''
 
−
</div>
 
−
 
 
−
<p>From the Tasks window, you can:</p>
 
−
* 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===
 
−
 
 
−
<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|center|''Filtering Tasks'']]
 
−
<div align="center">
 
−
''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>
 
−
* ''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.
 
−
<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 a New Task===
 
−
 
 
−
<p>Click the [[Image:FieldTemplateIcon.png]] button on the Tasks window.</p>
 
−
: The Task Editor window displays.
 
−
 
 
−
[[Image:TaskEditorWindow.png|center|''Task Editor Window'']]
 
−
<div align="center">
 
−
''Task Editor Window''
 
−
</div>
 
−
 
 
−
<p>The Task Editor window includes seven sections:</p>
 
−
* ''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====
 
−
 
 
−
<ol>
 
−
<li>Enter an identification number for the task in the '''Task ID''' field.</li>
 
−
<li>Enter a name for the task in the Task Name field.</li>
 
−
<li>Select an option from the '''Task Type''' menu to indicate the type of hazard dealt with.</li>
 
−
</ol>
 
−
 
 
−
{| style="border:2px solid lightgray; float:center; margin:10px;"
 
−
|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.
 
−
Note that Task Type options can be customised using the Data Inventory Manager.
 
−
|}
 
−
 
 
−
<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>
 
−
</ol>
 
−
 
 
−
{| style="border:2px solid lightgray; float:center; margin:10px;"
 
−
|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''.
 
−
|}
 
−
 
 
−
<ol start = "6">
 
−
<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>
 
−
</ol>
 
−
 
 
−
{| style="border:2px solid lightgray; float:center; margin:10px;"
 
−
|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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−
[[Image:TaskStatusAddWindow.png|center|''Task Status (Add) Window'']]
 
−
<div align="center">
 
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''Task Status (Add) Window''
 
−
</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>
 
−
<li>Select an option from the '''Method''' menu to indicate the type of task being performed.</li>
 
−
</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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<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>
 
−
</ol>
 
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−
{| style="border:2px solid lightgray; float:center; margin:10px;"
 
−
|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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<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>
 
−
<p>To add an objective:</p>
 
−
<ol>
 
−
<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>
 
−
:The Pick Hazard window displays.
 
−
</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''.
 
−
|}
 
−
 
 
−
<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;"
 
−
|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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<p>To remove an objective from the list:</p>
 
−
<ol>
 
−
<li>Select a hazard item record from the list on the Objective tab.</li>
 
−
<li>Click the [[Image:EcksButton.png]] button.</li>
 
−
</ol>
 
−
 
 
−
====Planning & Monitoring Tab====
 
−
 
 
−
<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>
 
−
<p>To set task schedules and resources:</p>
 
−
<ol>Click the '''Planning & Monitoring''' tab on the Task Editor window.
 
−
</ol>
 
−
 
 
−
[[Image:PlanningAndMonitoringTab.png|center|''Planning & Monitoring Tab Window'']]
 
−
<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===
 
  
 
<p>To view and/or change task information:</p>
 
<p>To view and/or change task information:</p>
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</ol>
 
</ol>
  
−
===Removing a Task===
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==Removing a Task==
 
{| style="border:2px solid lightgray; float:center; margin:10px;"
 
{| style="border:2px solid lightgray; float:center; margin:10px;"
 
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
 
|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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::The Task is removed.
 
::The Task is removed.
 
* To cancel the delete operation, click the '''No''' button.
 
* To cancel the delete operation, click the '''No''' button.
−
</ol>
 
−
 
−
===Printing a Task===
 
−
 
−
<p>To print a hard copy of the task information:</p>
 
−
<ol>
 
−
<li>From the Tasks window, select the row associated with the task you would like to print. </li>
 
−
<li>Click the [[Image:FieldViewIcon.png]] button.</li>
 
−
: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.
 
−
<li>Click the '''Print''' button to select an available printer and print a hard copy of the task.</li>
 
 
</ol>
 
</ol>

Revision as of 00:00, 22 January 2013

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.

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.

The tasking tool automatically retrieves data from the associated work items to produce statistics. This includes cleared area size, devices found and hours spent.

All the compiled information related to the specified task can be viewed and printed from the task manager or the Task Editor window.


How To
SopIcon.png 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

On the IMSMA Navigation Window

Represents a tip or note for using IMSMA Mobile. Tasks can be displayed in the items pane by selecting a specific country structure area.
UtT02.png
500px

On an Item's Current View

UtT03.png
Represents a tip or note for using IMSMA Mobile. Only hazards, hazard reductions, MREs and QCs can have associated tasks.

On the Tasks Window

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

Tasks Window

Tasks Window

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.


Printing a Task Summary

  • Click Print.png in the Task Editor window.
UtT04.png

Adding New Tasks

SopIcon.png

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

    3. UtT05.png

Represents a tip or note for using IMSMA Mobile. Only hazards, hazard reductions, MREs and QCs can have associated tasks.
500px

Completing General Information Details

SopIcon.png
UtT07.png

Associating Objectives

SopIcon.png
Represents a tip or note for using IMSMA Mobile. The objective refers to a single or to several hazards that have the same task.
  1. Select the Objective tab in the Task Editor window.
  2. Click FieldTemplateIcon.png.
  3. Select a hazard.
  4. Click Assign.

    5. UtT08.png

Associating work items

SopIcon.png

  1. Select the Planning & Monitoring tab in the Task Editor window.
UtT09.png


Adding Work Items

  1. Click FieldTemplateIcon.png.
UtT10.png
Represents a tip or note for using IMSMA Mobile. 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.
  1. Enter a work item ID or work item name to enable the OK button.
  2. Associate an MA activity field report.
  3. Enter general information about the work item.

    4. UtT11.png

    UtT12.png

Represents a tip or note for using IMSMA Mobile. After associating new objectives and work items, refresh the Statistics tab.
500px

Adding related information

SopIcon.png

  1. Select the Related Information tab in the Task Editor window.
  2. Select auxiliary data, a field report item or a task.
UtT14.png


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.

Editing 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 FieldViewIcon.png 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

Represents a tip or note for using IMSMA Mobile. 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.

To remove a task:

  1. From the Tasks window, click the row associated with the task you would like to remove.
  2. Click the EcksButton.png button.
    3. 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.
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