To complete an ASB task

The procedure to complete an ASB task is as follows:

1. Using the Advanced search spy-glass (), select ASB Case as the Search for and Search by category, and enter the Case Reference as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The ASB Case Details window is displayed.
3. Click on Tasks. The Tasks tab is activated, revealing all ad hoc tasks assigned to the ASB case, together with those included in the underlying workflow structure, as displayed in the Tasks summary table.
4. Highlight the specific row matching the task to be completed.
5. Click on Task Actions. The Task Actions window is displayed.
6. Using the Select action drop-down field, select the specific status progression value of Complete Task 2.
7. Click on Next. The Complete Task window is displayed.
8. Enter the Completion date of the ASB task using the calendar icon () or type in the value directly; a time may also be specified using the clock icon () 3.
9. Using the Completion reason drop-down field, select a parameter value to qualify the circumstances surrounding the completion of the ASB task e.g. Witness Contacted, Interview Completed 4.
10. Use the Notes field to add contextual data in support of the ASB task being completed.
11. Using the Late completion reason drop-down field, select a parameter value to qualify the circumstances surrounding the SLA target completion date having been exceeded for the ASB task; the corresponding Late completion notes field can be used to capture contextual data in support of the SLA breach 5.
12. Click on Save.
13. Where the task definition is linked to multiple contacts within the same ASB case (complainants or perpetrators), the user is asked to affirm whether the status progression change should be applied to This Contact Only or All Contacts; select the appropriate option using the Contacts drop-down field 6.
14. Similarly, where the task transcends multiple categories, the user is also asked to affirm whether all tasks within the hierarchy should be completed for This Category Only or All Categories; select the appropriate option using the Categories drop-down field and click on Save.
15. With the Tasks summary table in current focus, the status of the ASB task is set to Complete and the End date is stamped with the recorded value; where a dependent task exists in the overall workflow structure, its status is automatically updated from Pending to Live.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, category, company, status) to ensure that the correct ASB task is returned; an alternative Search by category of ASB Case, Contact or Contact Group may be selected to extend the available search fields.

2 This option is active only for ASB tasks that are currently in progress i.e. with a status of Live.

3 The permitted date entry format is DD/MM/YY or DD/MM/YYYY; the permitted time entry format is HH:MM.

4 These custom values can be populated by the end user via the general lookup parameter entitled System Case Task Completion Reasons.

5 These fields are activated only in the instance where the SLA target date for the ASB task has expired.

6 A task's relevance to complainants and perpetrators is configured within the associated definition file.

See related topics...

ASB task progression management overview

To cancel an ASB task

To place an ASB task on hold

To create a new ASB task definition

Using the search facility