To release an estate management task currently on hold

The procedure to release an estate management task currently 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 released from 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 Release Task 2.
7. Click on Next. The Release Task window is displayed.
8. Where the estate management task is to be released immediately, ensure the Release now tick box is activated 3.
9. Alternatively, enter the 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.
10. Use the Notes field to add contextual data in relation to the estate management task being released early.
11. Click on Save. The status of the estate management 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.

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 on hold.

3 This is the default setting for estate management 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.

See related topics...

Estate management task progression activity overview

To place an estate management task on hold

Using the search facility