Note: This feature requires the Material Request & Approval module licensed at your site.
Search tasks when you need to search the tasks for which a specific user is responsible. By default, this search method shows all current (non-completed) tasks for which you are responsible, but you can select a different responsible user, either by selecting a name from the site's contact list or by entering it manually. Identifying a responsible user is required by this search method; all other search criteria are optional.
This search method offers the following criteria:
● Responsible User: The user selected as a responsible user for a task, selected from the site's contact list. (Required if Full Name is blank; see next.)
● Full Name: The full name of the user selected as a responsible user for a task, entered manually. (Required if Responsible User is blank; see previous.)
● Product Name: The name of the material requested by a task's request.
● Manufacturer: The manufacturer of the material requested by a task's request.
● Request Date: The date when a task's request was created.
● Request Status: The current status of a task's request.
● Task Description: The description of a task.
● Task Status: The current status of a task: Not Started / Started / Completed.
● Date Started: The date when a task was started. (Does not apply to Not Started tasks.)
After you enter your criteria and perform the search, the search results from this search method are divided into two sections:
● Current Tasks: Tasks available to be performed or already completed.
● Upcoming Tasks: Tasks in an in-progress request that are not yet available to be performed.
To search tasks:
Starting at the Material Request & Approval page (How do I get there?), do the following:
1. Click the My Tasks link in the upper left-hand corner.
2. If your user account is linked to one of your site’s contacts (see Administration: Users) and you are responsible for any unfinished tasks in requests that are now of Open or New Request status, search results automatically show these requests and tasks. If the request/task you seek is in these search results, skip to step 6; if not, click the search tab at the left-hand side of the page to open the “My Tasks – Search Criteria” display and proceed to step 3. If no search results appear, the search display opens automatically.
3. Choose the Responsible User whose tasks you seek. (If your user account is linked to a contact, you are automatically selected as the Responsible User.) Click the “…” button to choose a user from your site’s contact list, or manually enter a user’s name by clicking the remove (
) icon to clear any selected Responsible User and then typing the user’s name in the Full Name field.
4. You may enter further criteria for the task you seek: its request’s material’s Product Name, its request’s material’s Manufacturer, its request’s Request Date (i.e. the date when the request was created), its request’s Request Status, its Task Description, its Task Status, and/or its Date Started.
5. Click the Search button. The “My Tasks – Search Criteria” display will close and your search results will appear, showing all requests with tasks that match your criteria. (If the desired task does not appear in the search results, click the search tab to re-open the search display and refine your search.)
6. Your search results are divided into two sections: Current Tasks and Upcoming Tasks. The Current Tasks section contains each request with at least one task that is now open to you. The Upcoming Tasks section contains each request with at least one task to which you are assigned but that is not yet open to you. Click a request’s expand (
) icon to see its tasks that match your criteria. To view a request, click its request number. To go straight to a Current Task, click its description. (After you click a request number or task description, you may re-open your search results by clicking the search tab, which will show your results in a Search Results list. Until you exit the MRAP interface or perform a new search, your search results will be retained here. Click a task description in this list to go to that task.)
