To view an individual task summary for an estate management case

The procedure to view an individual task summary for an estate management case 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 existing task to be reviewed.
Click on Task Summary. The Task Summary window is displayed, revealing further details of the estate management task. Certain fields are worthy of special note and are captured in the table below.
Optionally, to analyse further details in respect of the estate management task, click on Notes. The Notes tab is activated, revealing all aide memoirs recorded against the task in chronological order.
Click on Close.

Note

1 Additional search criteria may need to be employed (e.g. start date ranges, target inspection date ranges, 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.

Field	Description
Classification	The overarching module categorisation linked to the task i.e. Estate Management.
Task Reference	The unique internal reference number assigned to the estate management task.
Case Reference	The unique internal reference number assigned to the parent case.
Description	An explanation of the estate management task to be conducted.
Planned Start Date	The anticipated start date for the estate management task, as applicable (only displayed for tasks with a progression status of Pending).
Actual Start Date	The actual date on which the estate management task was formally started, as applicable (only displayed for tasks with a progression status of Live).
SLA Target Date	The SLA target completion date for the estate management task, derived from the component definition.
End Date	The date on which the estate management task was completed, as applicable.
Status	The current progression status for the estate management task i.e. Pending, Live, Complete, Cancelled, On Hold, Bypassed.
Mandatory	This denotes the compulsory status of the estate management task.
Assigned To	The allocated owner of the estate management task.
Created By	The name of the end user who created the estate management task.
Created Date	The date and time stamp recorded for the estate management task at the point of creation.

See related topics...

Estate management task administration overview

To add a task to an estate management case

To view the individual task SLA compliance status for an estate management case

Using the search facility