Task Type
Task types represent the different categories of tasks; for example, complaint follow-up or new account verification. Task types defined here are linked with event types (new start processing, complaint entry, etc.) in the Task option, discussed next.
To define a task type:
Select
Setup | Task Typeto display the Task Types window.
Click Add and define the task type by completing the following fields.
FieldTypeWhat to enterTASK TYPE
open (16)
Enter an ID for this task type, such as “ComplaintF” for complaint follow-up.
START DATE, END DATE
date
Enter the date range during which the task type will be in use. End Date can be blank.
DESCRIPTION
open (30)
Enter a description of this task type, such as “Complaint Follow-up”.
INSTRUCTIONS
open (unlimited)
Enter instructions for the user working the task, for example “Call subscriber and verify that the paper has been delivered.”
Click OK to add the task type.
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