To-do tasks

Through this operation, it is possible to track the pending records of any user in SE Incident. This view allows for instance, leaders to verify if their subordinates are executing their tasks within the deadline.

In the Task type filter, located by default in the Search filters panel, click on the Select task type button and fill in the following fields:

▪To-do tasks: This field displays the tasks generated in SE Incident for selection. After that, select the tasks that will be searched. Use the buttons next to this field to Expand and view the list of tasks, Check all the available tasks, and Clear the checked options.

▪User: Select the name of the user responsible for the task you wish to search. Use the fields next to this field to select a specific user, fill in the field with your user or clear the field.

▪Position: Select the position responsible for the task you wish to search. Use the fields next to this field to select a specific position, fill the field with your position or clear the field.

▪Department: Select the department responsible for the task you wish to search. Use the fields 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 field to also consider the records that are in the hierarchical levels below the selected type in the search.

Then, click on the SEARCH button of the Task type filter. At this point, the system will display the previously selected types in the Task type filter. In case the displayed tasks are not the desired ones, simply change the information entered and repeat the procedure described above until the desired result is obtained.

By default, all tasks are checked. Keep the desired tasks checked and then click on the Apply button. At this point, the tasks that were selected will be displayed in the Search filters panel within the Task type filter.

When you click on a task in the Search filters panel, the main screen displays the pending records for that task.

The types of tasks that will be searched are displayed in the Search filter panel, located on the left side of the main screen, separated by their types: Execution and Tracking.

	Click on this button to view the data screen of the incident selected from the list of records.
	Click on this button to view the flowchart of the process that automates the incident selected from the list of records.
	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 for the parameters that can be used in the configuration of new reports.