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MOverview
The My Tasks dashboard page is locating under the Home menu and is available to all the landing page when internal users first log in to the system. From this page, an internal user of the system can view all tasks assigned to them. It is also possible to users can search for items and tasks assigned to themselves or other users or workgroups.
Task Display
describe logic for which tasks are displayed My Tasks displays any item assigned to a user, including any functional area item or task. The functional areas available in My Tasks are:
Common Columns
| Name | Description |
|---|---|
| Functional Area | Functional Area of Parent Item |
| Site Name | Site Name of Parent Item |
| Site Alternative Names | Active Site Alternative Names |
| Item Name | Parent Item Name - varies by functional area:
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| Column Name | Description | Application/ Request | Complaint/ Incident | Compliance Action | Cons. Easement | Environmental Project | Evaluation | Financial Instrument | Schedule | Schedule DMR |
|---|---|---|---|---|---|---|---|---|---|---|
| Functional Area | Functional Area of Parent Item | |||||||||
| Site Name | Site Name of Parent Item | |||||||||
| Site Alternative Names | Site Alternative Names with no End Date | |||||||||
| Item Name | Parent Item Name Varies by Functional Area | Form Name (with source Permit Number, if applicable) | Form Name | Compliance Action Type (with source Permit Number, if applicable) | N/A | Project Activity Type | Evaluation Type (with source Permit Number, if evaluation links to a permit) | Financial Instrument Type (with source Permit Number, if applicable) | Schedule Group and Schedule Name, with source Permit, Compliance Action, or Project Activity Number | |
| Reference Number | ||||||||||
| Primary Contact | ||||||||||
processor vs task assignee
next task logic
| Info |
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For a given in-process item, the "next task" shown on the My Tasks dashboard is the task with a) the lowest sequence number (task index number which are sequential within a workflow) across all workflows associated with the item, b) the earliest due date, and c) which is in "Unstarted" or "In Process" status. |
Searching Tasks
Customize Columns
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