Task Definition and Task Group settings within Name, Address, Phone and in Claims define the workflow of an order or claim and affect user access within the Customer Web Portal.
Setting the Task Definition and Task Group within Name, Address, Phone will generate a list of action items associated to an order.
Figure 14: Name, Address, Phone tab
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Note |
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Setting the Task Definition and Task Group within Account Profile Setup causes orders created using a particular account to have the same Task Definition and Task Group settings. When the account profile is assigned to an order it will effectively set the Task Definition and Task Group values in Name, Address, Phone. Reference the Account Profile topic for more information. |
Setting the Task Definition and Task Group within Claim Detail screen in Claims will generate a list of action items associated to a claim.
Figure 15: Claims Detail screen
Additionally, the Task Definition can define a company profile for accessing the Customer Web Portal. Refer to the Customer Web Portal Setup and Administration for details.
Selecting a different Task Definition record will remove all existing task items including those marked as complete. Once a user selects a new Task Definition, the task items will regenerate. To reset the Task Definition of an order back to the original definition: Change the Task Definition to a different value, save the order, reselect the original definition, and resave the order.
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Important |
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Changing the Task Definition on an order or changing the Status of an order to “Voided” or “Cancelled” will remove all existing tasks, even those marked complete or not applicable. |
The application creates tasks action items automatically when the Task Definition is set or when a user manually adds a task. While adding a task manually creates a single action item, the automatic process will create any number of action items.
RELATED TOPICS:
Customer Web Portal Setup and Administration
Invoices Setup and Administration