RiskBase has four main types of Task.
|Create||Refers to the task of creating a new assessment or survey.|
|Submit||Refers to an assessment/survey showing as ‘In Progress’, meaning it has been started but not submitted.|
|Approve||For an assessment/survey submitted by the assessor and needs an approver to review it.|
|Remedial Action||When an assessment is Approved, the actions from the assessment turn into Tasks and get automatically assigned to responsible people.|
Use the filter to norrow your list to specific tasks.
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Most of the tasks details are likely to have been created based on the defaults associated with the task, which where set when Creating our action templates. We may now wish to edit these, for example schedule and allocate the task to a particular project (assuming the project has already been created).
Although adding the task to a project in this way is an option, we recommend Adding Tasks In Bulk via project management if you wish to add multiple tasks.
Edit Task Details
All Tasks that are added to RiskBase are initially assigned a ‘Not Started’ status, indicating that the completion of the task has not yet begun.
We will want to update remedial action tasks to reflect their progress
The status of a task can only be updated by its assigned user.
All non remedial action tasks (i.e ‘Create’, ‘Submit’ and ‘Approve’) for both assessments and asbestos surveys cannot be updated, these tasks will automatically updated as‘Complete’ once the assessments/surveys have been respectively created, submitted, or approved. Tasks containing asbestos points cannot be manually updated as complete. These will turn ‘Complete’ once added to an asbestos survey.
Update the status of a task
Comments added here appear under the Comments and Changes section of the task page providing a log of everyone's interactions with the task.
A cancelled task can be reopened
Add a Comment
Ticking the Basic box reduces the information displayed in the tasks history.
By enabling this function, only the tasks status history and added comments will be displayed.
We can use the Bulk Update button to update, complete or cancel multiple tasks at the same time.
This is done from either the Tasks page or from within a Project.
Before using bulk update be aware of these restrictions:
- Only one type of task can be updated at a time (e.g, remedial actions) – once one type is selected all other types will automatically grey out in the data grid.
- Some tasks cannot be completed or cancelled, so therefore cannot be bulk completed or cancelled either.
- Projects cannot be Bulk Updated.
We suggest clicking on the task rows and not the tick boxes. This is because the Ctrl and Shift key functions have no effect unless it’s the task row that’s being clicked on.