Tasks
The Tasks Tab allows the Counselor to search for or keep track of certain duties for a specific case that have been assigned to a User as well as the level of each task. This particular tab also includes User Designation Setup, Tasks at Hand, and the Task Rule Template.
To learn more about Tasks Tab click here
User Designation SetupThe User Designation Setup provides Counselors a way to create their own duties or projects for a certain case as well as to manage specific tasks.
To understand more about User Designation Setup click here
Manage Designated Case RuleThe Manage Designated Case Rule provides a list of results to the Counselor to see what current action has happened for each case and the best way to keep a track of them.
To learn more about Manage Designated Case Rule click here
Manage Designated Task RuleThe Manage Designated Task Rule provides the Counselor with an update about which specific Counselor is working on what job and what the current status of that job is. This feature also provides the name of the Counselor assigned to the specific task, so for any changes made to the cases decision deadline, the specific counselor can be notified in time to meet that deadline.
To learn more about Manage Designated Task Rule click here
Task Rule TemplateThe Task Rule Template feature provides users a list of current plans that have been created for a certain case. Once a case type has been picked from the new case drop down menu, that layout will be seen as the case is being worked on by the Counselor.
To learn more about Task Rule Template click here
Tasks at HandThe Tasks at Hand feature shows the Counselor exactly what tasks are being worked on.
To learn more about Tasks at Hand click here
