The My Tasks dashboard page is locating under the Home menu and is the landing page when internal users first log in to the system. From this page, internal users can search for items and tasks assigned to themselves or other users or workgroups.
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 Workgroup
Assigned User
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 Unassiged must be selected in the Assigned Workgroup dropdown.
Returned Items
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:
Application/Request and Complain/Incident: Form Name (with source Permit Number, if applicable)
Compliance Action: Compliance Action Type (with source Permit Number, if applicable)
Cons. Easement: N/A
Environmental Project: Project Activity Type
Evaluation: Evaluation Type (with source Permit Number, if evaluation links to a permit)
FinancialInstrument: Financial Instrument Type (with source Permit Number, if applicable)
Schedule: Schedule Group and Schedule Name, with source Permit, Compliance Action, or Project Activity Number
Reference Number
Parent Item Reference Number
Primary Contact
Parent Item Primary Contact, as dictated by contact affiliation type - varies by functional area:
Application/Request: Applicant
Complain/Incident: Complainant
Compliance Action: Responsible Party
Cons. Easement: N/A
Environmental Project: Responsible Party
Evaluation: Inspection Contact
FinancialInstrument: Applicant
Schedule: Applicant
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
Evaluation Start Date
Evaluation End Date
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
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.
