Overview
The My Tasks 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 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 User
- Assigned Workgroup
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.
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 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
Configurable columns that are common to all functional areas include the following:
| 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 | Name of item that is in process. This varies by functional area:
|
| Reference Number | Item Reference Number |
| Primary Contact | Item Primary Contact, as dictated by contact affiliation type - varies by functional area:
|
| Assigned User | Item Primary Processor. Searchable field via "Assigned User" search drop-down. |
| Status | Item Status - varies by functional area. Only "Draft" or "Active" items are returned in "My Tasks". |
| Item Comments | Item comments |
Submission Columns
Configurable columns that are specific to the Submissions functional area include the following:
| Name | Description |
|---|---|
| Priority | Priority of the submission. This field may or may not be applicable depending on form configuration. |
| Received Date | The date the submission was received. |
| Administrative Complete Due Date | The date the submission was deemed administratively complete. This may or may not be applicable depending on submission type. |
| Public Notice End Date | The date a related public notice event is/was scheduled to end (if scheduled). |
| Processing Due Date | The target due date by which the submission should completed. |
| Site Inspection Scheduled Date | The date a related site inspection event is scheduled to be conducted. |
| Amount Due | Total fee amount outstanding for the submission. |
Schedule Columns
Configurable columns that are specific to the Schedule functional area include the following:
| Name | Description |
|---|---|
| Schedule Due Date | The date the schedule submission is due. |
Compliance Action Columns
Configurable columns that are specific to the Compliance Action functional area include the following:
| Name | Description |
|---|---|
| Compliance Action Date | Date that compliance action was set to either status "Issued" or "Entered" |
Evaluation Columns
Configurable columns that are specific to the Evaluation functional area include the following:
| 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. |
Task Columns
Configurable columns that are related to Task Information include the following:
| Name | Description |
|---|---|
| Next Task | The name of the next task assigned to the current user, or if the user is the Processor, the next task due for the item. |
| Next Task Due Date | The due date for the task. |
| Next Task Comments | Comments on the next task |
processor vs task assignee
next task logic
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.
Work on a Task
Export the Task List
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Sub-Topics
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