Task Administration

The Task Management dashboard lets you disregard open Client Care tasks in mass. It also lets you look for and fix invalid tasks.

To access the Task Management Dashboard you need to have Override Security set in your user account or be assigned to the standard security group called Tasks Administrator Role (which is associated with the Task Administrators and System Administrators Feature Switches).

To access the Task Management dashboard:

Select Administration from the main menu and then select Task Management from the Administration card.
The Task Management dashboard will open.
Set a date range for the due date of when the tasks are due.
Optionally you can set the Status of the Task (Open or Closed, etc.) and the Beneficiary (Client, Placement, Client Placement, Employee, Program Plan or Application). You can also search for a task based on text.
Select the Show only tasks with invalid/missing data switch to view those tasks missing assignees, due dates, etc.
You can click on the description to open it and update the task setup related information.
Select any tasks with a status of Open that you want to clear from the Task dashboard and select Disregard XXX Tasks. XXX will be the number of tasks selected.
You cannot disregard tasks associated with requirements. Instead the approver either needs to mark them as complete or change the criteria causing it to be required for the beneficiary (this could be something about the beneficiary or the requirement plan).
The Status of the Task will change to Disregarded and the task will no longer appear in the Task dashboard.