To place an estate management task on hold

The procedure to place an estate management task on hold is as follows:

1. 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.
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 Estate Management Case Details window is displayed.
3. 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.
4. Highlight the specific row matching the task to be placed on hold within the overall estate management case.
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 Hold Task 2.
7. Click on Next. The Hold Task window is displayed.
8. Using the Hold reason drop-down field, select a parameter value to qualify the circumstances surrounding the estate management task being placed on hold 3.
9. Use the Notes field to add contextual data in relation to the estate management task being placed on hold.
10. Enter the planned Release date for the estate management task using the calendar icon () or type in the value directly; a time may also be specified using the clock icon () 4.
11. Click on Save. The current status of the estate management task reflects the change; the SLA amber warning and target completion dates are also extended to take account of the scheduled 'on hold' period.

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

4 The selected date must be in the future and entered in the format DD/MM/YY or DD/MM/YYYY; the permitted time format is HH:MM.

See related topics...

Estate management task progression activity overview

To release an estate management task currently on hold

To define a general lookup parameter value

Using the search facility