The procedure to complete an estate management task is as follows:
- Using the Advanced search spy-glass (
), select Estate Management Case as the Search for and Search by category, and enter the Case reference as the search criteria 
1.
- 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 Estate Management Case Details window is displayed.
- Click on Tasks. The Tasks tab is activated, revealing all ad hoc tasks assigned to the estate management case, together with those included in the underlying workflow structure, as displayed in the Tasks summary table.
- Highlight the specific row matching the task to be completed.
- Click on Task Actions. The Task Actions window is displayed.
- Using the Select action drop-down field, select the specific status progression value of Complete Task 2.
- Click on Next. The Complete Task window is displayed.
- Enter the Completion date of the estate management task using the calendar icon (
) or type in the value directly; a time may also be specified using the clock icon (
) 3.
- Using the Completion reason drop-down field, select a parameter value to qualify the circumstances surrounding the completion of the estate management task e.g. Inspection date agreed with stakeholders, Photographs dispatched to contractor, etc. 4.
- Use the Notes field to add contextual data in relation to the estate management task being completed.
- 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 estate management task 5; the corresponding Late completion notes field can be used to capture contextual data in relation to the SLA breach 6.
- Click on Save. On returning to the Tasks tab, the current status of the estate management 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 date range, target inspection date range, company, status, inspection type) to ensure that the correct estate management case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.
2 This option is active only for estate management 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 custom values can be populated by the end user via the general lookup parameter entitled System Case Late Completion Reasons.
6 These fields are activated only in the instance where the SLA target date for the estate management task has expired.
See related topics...
Estate management task progression activity overview
To cancel an estate management task
To place an estate management task on hold
To define a general lookup parameter value
Using the search facility
