To apply a task action within a generic case
The procedure to apply a task action within a generic case is as follows:
), select Generic Case Task as the Search for and Search by category, and enter the Task ID as the search criteria 
1.2. Each progression stage option is summarised in the table below. Note
1 Additional search criteria may need to be employed (e.g. start and end date ranges, category, description, company, status) to ensure that the correct generic task is returned; an alternative Search by category of Generic Case may be selected to extend the available search fields.
2 System validation rules ensure that only those options appropriate to the current progression stage of the generic task are available for selection.
Action |
Description |
Next Step |
Bypass Task |
Any optional task contained within the overall workflow structure - one that is not flagged as mandatory - can be skipped, at the end user's discretion. |
This requisite step is covered separately in the topic To bypass a task within a generic case. |
Complete Task |
Once all relevant activities associated with a generic task have been progressed to a satisfactory conclusion, the task may be formally completed by the end user. |
This requisite step is covered separately in the topic To complete a task within a generic case. |
Cancel Task |
Applied in the instance where the task is no longer valid e.g. a duplicate task was launched in error. End user notifications will occur in the instance where associated tasks further down the hierarchical structure will also be cancelled as a result. |
This requisite step is covered separately in the topic To cancel a task within a generic case. |
Undo Task |
Where a completed generic task needs to be repeated afresh, and all inherent activities reset, the task may be reactivated manually. |
This requisite step is covered separately in the topic To undo a task within a generic case. |
Hold Task |
Applied in the instance where an 'active' generic task is to be placed on hold. |
This requisite step is covered separately in the topic To place a task on hold within a generic case. |
Release Task |
Applied in the instance where a generic task currently on hold is to be returned to live status. |
This requisite step is covered separately in the topic To release a task currently on hold within a generic case. |
Reassign Task |
To transfer ownership of an 'active' task from one officer to another. |
This requisite step is covered separately in the topic To reassign individual task ownership within a generic case. |
Take Ownership |
Where automatic ownership of a generic task has defaulted to a specific role, any assigned member can assume responsibility for its onward progression. |
This requisite step is covered separately in the topic To take ownership of an individual task within a generic case. |
Revise Target Date |
To adjust the projected completion date of the generic task, as derived from the SLA mapped to the underlying definition. Only task definitions configured with the 'revision allowed' attribute will permit this action. |
This requisite step is covered separately in the topic To revise individual task SLA target dates within a generic case. |
See related topics...
Generic task progression management overview
To bypass a task within a generic case
To complete a task within a generic case
To cancel a task within a generic case
To undo a task within a generic case
To place a task on hold within a generic case
To release a task currently on hold within a generic case
To reassign individual task ownership within a generic case
To take ownership of an individual task within a generic case
To revise individual task SLA target dates within a generic case