Overview
The My Tasks dashboard page is locating Dashboard provides a list of active work items and workflow tasks. The dashboard is located under the Home menu and is the landing page when internal users first log in to the system.
The list defaults to show work items assigned to the current user as the processor or as a task assignee. From this page, internal users can may search for items and tasks assigned to themselves or other users or workgroups. The page is also configurable allowing users to select specific columns to display based upon the type of work that they do.
Searching for Tasks
My Tasks displays any item assigned to a user, including any functional area item or task. The search criteria are:
- Functional Area
- Assigned WorkgroupUser
- Assigned UserWorkgroup
When an internal user first logs into the system, the screen will default to search for Functional Area set to All, Assigned Workgroup set to My Workgroups (any workgroup the current user is a member of), and Assigned User set to the Current User.
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When All is selected in the Assigned Workgroup dropdown, a User must be selected in the Assigned User dropdown. When All is selected in the Assigned User dropdown, either a single workgroup, My Workgroups, or Unassiged Unassigned must be selected in the Assigned Workgroup dropdown. |
Configurable columns
Users may select specific columns to display based upon the type of work that they do. Users who primarily work with submissions may wish to display submission specific information; users who work primarily with Evaluations may wish to display certain evaluation columns.
To select columns click the Select columns to display dropdown. A list of data columns displays with checkboxes. Click the checkbox to select/deslect a column to be included. Clicking Show all, will select all columns and clicking the 
(reset) button will revert back to the current selection.
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 - Name of item that is in process. This varies by functional area:
|
| Reference Number | Parent Item Reference Number |
| Primary Contact | Parent Item Primary Contact, as dictated by contact affiliation type - varies by functional area:
|
| Assigned User | Parent Item Primary Processor. Searchable field via "Assigned User" search drop-down. |
| Status | Parent Item Status - varies by functional area. Only "Draft" or "Active" items are returned in "My Tasks". |
| Item Comments | Parent Item comments |
Compliance Action Columns
| Name | Description |
|---|---|
| Compliance Action Date | Date that compliance action was set to either status "Issued" or "Entered" |
Evaluation Columns
| Name | Description |
|---|---|
| Evaluation Scheduled Date | The date that the evaluation has been scheduled to start. |
| Evaluation Start Date | The date that the evaluation actually started. |
| Evaluation End Date | The date that the evaluation ended. |
Submission Columns
| Name | Desicription |
|---|---|
| Priority | |
| Received Date | |
| Administrative Complete Due Date | |
| Public Notice End Date | |
| Processing Due Date | |
| Site Inspection Scheduled Date | |
| Amount Due |
Schedule Columns
| Name | Description |
|---|---|
| Schedule Due Date |
Task Columns
| Name | Desicription |
|---|---|
| Next Task | |
| Next Task Due Date | |
| Next Task Comments |
processor vs task assignee
next task logic
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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
On this page
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