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Task Management

This solution has been designed to allow managers and/or department heads to better assign, plan, and manage regularly scheduled tasks and activities with their resources throughout the year.

Key components of this solution are the following:

Forms & Process

  • User Profiles are created to establish the reporting hierarchy for users and supervisors (user backups are also listed)
  • Task profiles are created to track an overall list of all tasks in the database
  • Reference documents are created to track proper task procedures or other reference material that may be relevant for completing a task
  • Task documents are created annually combining information from the above documents (user profile, task profile, reference documents)
  • Task documents can be created/edited at any time during the year
Views/Reports
  • My Tasks
  • All Tasks
  • Resources
  • Archived Tasks
  • User Profiles
  • Task Profiles
Automated Processes
  • Daily notifications to users with tasks due that day (with links to those tasks)
  • Daily notifications to supervisor & backup of overdue tasks (with links to those tasks)
  • Tasks marked as “Exception” get routed to the supervisor for approval
Security
  • Administrators, Supervisors, Users
Archiving
  • Tasks from the previous calendar year will be archived when the annual process of creating new tasks occurs