Field

Description

Task Definition Name

Enter the name of the Task Definition record (up to 25 characters).  Users will assign this value to orders and claims through Task Definition field (see Setting Task Definition).

Customer Web Portal users will access orders based on this setting. See Customer Web Portal Setup and Administration for more information.

Account

Select an account from the list of records defined within Account Setup. The account set here provides the header information that displays within the Customer Web Portal. See Customer Web Portal Setup and Administration for more information.

Select “Claims” to allow this record to be available within the Claims module. Select “Order Information” to allow this record to be available within all non-Claims modules.

Note: The application will set the Identifier for the record to the Claim Number or Order Number depending this setting.  The Identifier is visible within both the Tasks and Workflow tabs.

Contact

Enter the name or title of the contact person for the selected account (up to 30 characters). 

Go To Order

This setting controls the module that opens when the user presses Open Order button within the Workflow tab as either “Order Information” or “Special Services.”

Note: The option of “-none” is the same as “Order Information.”

Note: The address and phone number settings below are needed to define account information for use with the Customer Web Portal. Refer to Customer Web Portal Setup and Administration for more information.

Address

Enter the street address of the contact for the selected account, if applicable (up to 256 characters for each line). 

City

Enter the city of the contact for the selected account, if applicable (up to 26 characters). 

State

Enter the state of the contact for the selected account, if applicable (up to 2 characters).

Country

Enter the code of the contact for the selected account, if applicable (up to 3 characters).

Postal Code

Enter the postal code of the contact for the selected account, if applicable (up to 10 characters).

Phone

Enter the phone number and extension for the account contact of this record. 

Memo

Enter a note used internally within MoversSuite Administration (up to 60 characters).

Task

Use this section to define the individual tasks that the application will generate when an order is assed to this particular Task Definition record.  These records will display within the Tasks and Workflow tab as well as on the Task List Report.

Task Description

Enter the name used to identify a particular task (up to 60 characters).  Values created here will be available displayed in the Task tab and module.

Due Days

Enter the number of days (0 – 999) that will be added to or subtracted from the Dependency Date to determine the scheduled due date of task completion.

A value of 0 (zero) will indicate that the Dependency Date itself is the due date of task completion; Due Type will be ignored in this case.

Due Type

The application will compute the task due date as the number of Due Days Before or After the selected Dependency Date. 

Note: Due Type is ignored when the Due Days field is set to 0 (zero).

Active

The Active flag instructs the application to allow the task to be accessible within MoversSuite (checked) or not available (unchecked). Tasks with this flag unchecked do not appear within MoversSuite.

Responsible Role

Assign the task item to a person assigned to a particular role on the order or claim, such as the Transportation Coordinator. The application automatically assigns this person, when set as this role on the order, as the one responsible for completing the task.

The following table lists the roles available to assign to a task. The Responsible Role links to specific Labor Types assigned to a user through their Personnel Setup record.

Responsible User

Define the default person (responsible party) assigned to a task to a specific user. This is a specific user defined within Personnel Setup (only those with a Status of “ACTIVE” and have at least one Labor Type assigned to them are available in the drop-down menu for this field.

If this person is not assigned to the branch of the order (Assigned Branches setting in Personnel Setup), then they will not automatically be set as the task user when the Task Definition is set.

Dependency Date

Select a date type to base the task due date on.  The application will generate a due date for tasks from the dependency date set for the order.  If the Dependency Date is “Load Date,” for example, the task due date will be the number of Due Days before or after the Load Date set within Move Information.

See Task Dependency Dates section for a listing.

Priority

Assign one of the following Priority values as a default setting for the item.

-none- (No Priority)

1-High

2-Medium

3-Low

Setting this field allows a user to manage their to-do items more efficiently. They can group, sort, and filter by their action items by the Priority and set the Priority to a different value through options available to them within the Tasks and Workflow tabs.

Task Group

Use this section to define a subset of a Task Definition for narrowing search results and for defining store rollout in Special Services.

Name

Create a description for the group within this field (up to 20 characters).  The name value will be accessible through the Task Group field in MoversSuite and can used as a company profile for Customer Web Portal access.

The Task Group is considered a roll-out specification for Store information from Special Services and the Customer Web Portal and it is a key search option.

The group name is set for an order within Name, Address, Phone and within Claims. 

The Find command references the Task Group within the Store Information tab and is the primary search option within the Tasks screen. 

Important: 

Duplicate group names will appear multiple times as menu options for the Task Group field, therefore if two different Task Definition records contain the same group name, such as “Household Goods”, for example, then the option will be repeated within the Task Group drop-down menu.  Further, complicating matters is that the Task Group selector lacks controls to sort its display.

Create unique Task Group names that associate well to the particular Task Definition to which they belong in order avoid the duplicity issue.