To release an ASB task currently on hold

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The procedure to release an ASB task currently on hold is as follows:

  1. Using the Advanced search spy-glass (), select ASB Task as the Search for and Search by category, and enter the Task ID 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 Task Details window is displayed.
  3. Click on Release Task 2. The Release ASB Task window is displayed.
  4. Where the ASB task is to be released immediately, ensure the Release now tick box is activated 3.
  5. Alternatively, enter the Release date for the ASB task using the calendar icon () or type in the value directly; a time may also be specified using the clock icon () 4.
  6. Use the Notes field to add contextual data in support of the ASB task being released early.
  7. Click on Save. Where equivalent tasks linked to multiple contacts within the same ASB case (complainants or perpetrators) are currently on hold, the user is asked to affirm whether the status progression change should be applied to task definitions for This Contact Only or All Contacts; click on Save 5.
  8. Alternatively, where equivalent tasks linked to multiple categories and contacts within the same ASB case are currently on hold, the user is asked to affirm whether the status progression change should be applied to task definitions for This Category Only or All Categories, as well as This Contact Only or All Contacts; select the appropriate options using the respective Categories and Contacts drop-down fields and click on Save.
  9. With the ASB Task Details window displayed, the status of the ASB task is automatically updated to reflect the change, once the revised release date is reached; the SLA amber warning and target completion dates are also recalculated to take account of the reduced 'on hold' period 6.


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 on hold.

3 This is the default setting for ASB tasks being released from hold; hence the option must be deactivated before an alternative future date (and time) can be specified.

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

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

6 Any related tasks that have been released from hold as a consequence of the user's affirmations will reflect the same status progression.


See related topics...

ASB task progression management overview

To place an ASB task on hold

Using the search facility