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Location: View  To-do tasks
Overview:
Through this operation, it is possible to track the pending records of any user in SE Problem. This menu allows leaders, for instance, to verify whether their subordinates are executing their tasks within the established deadlines.
It is important to point out that, in this menu, it will not be allowed to execute tasks. To execute them, it is necessary to access the Tasks menu.
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1.
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In the Task type filter, located by default in the Search filters panel, click on the Select task type button and fill out the following fields:
▪To-do tasks: This field displays, for selection, the tasks generated in SE Problem. Select the tasks that will be viewed. Use the buttons next to this field to Expand and view all the list of tasks, Check all the tasks available and Clear the markups performed. ▪User: Select the name of the user responsible for the task you wish to view. Use the buttons next to this field to select a specific user, fill in the field with your user or clear the field. ▪Position: Select the position of the user responsible for the task you wish to view. Use the buttons next to this field to select a specific position, fill in the field with your position or clear the field. ▪Department: Select the department of the user responsible for the task you wish to view. Use the buttons next to this field to select a specific department, fill in the field with your department or clear the field. ▪Display lower level records: Select this fields to also consider the records in the hierarchical levels below the selected type in the search.
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2.
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Then, click on the SEARCH button of the Task type filter. At this point, the Task type filter, will display the tasks selected before. In case the displayed tasks are not the desired ones, just change the information entered and repeat the procedure described above until the desired result is displayed.
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By default, all the tasks will be checked. Keep the desired tasks checked and then click on the Apply button. At this point, the tasks that are selected will be displayed in the Search filters panel, inside the Task type filter.
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4.
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When you click on a task of the Search filters panel, the system will display the pending records of the specific task.
The types of tasks that will be searched are displayed in the Search filter panel, on the left side of the main screen, separated by their types: Execution and Tracking.
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Specific buttons:
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Click on this button to view the data screen of the problem selected from the list of records.
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Click on this button to view the flowchart of the process that automates the problem selected from the list of records.
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
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