Forward task to realization
Forwarding a task to realization
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Information |
| If a task was forwarded the it cannot be edited. If it is necessary to edit said forwarded task then the task must be returned to task owner (task creator) via the "back to task owner" button. |
Forwarding of the task is available from the actual location of its creatation (If the Office has created the task then they alone can forward it.). To forward a task:
The Forwarded task will have been shifted from upper list to the lower list (forwarded tasks)
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In the Main Menu select "tasks" and select a vessel to open the tasks manager.
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Select the task that you wish to forward (status: Project or Returned) from the upper list.
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In the tasks manager select the "edit not forwarded" button.
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In the tasks manager select the "forward to realization" button.
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Select the "ok" button.
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| Context menu is also available. Use right button and select "edit not forwarded". |
Back to task owner
Returning a task to the task owner (creator)
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| If a task returned to owner cannot be edited and is reported as realized by users involved in realization. It is necessary to be return the task to realization. |
If the task can not be realized eg. No enclosures, wrong data or wrong due date then it can be returned to the previous step: to task owner with status: Project.
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In the Main Menu select "tasks" and select a vessel to open the tasks manager.
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Select the task that you wish to return (status: In realization or Returned) from the upper list.
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In the tasks manager select the "edit not forwarded" button.
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In the tasks manager select the "back to task owner" button.
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Select the "ok" button.
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Information |
| A context menu is also available. Use the right mouse button and select "edit not forwarded". |
Back to realization
Returning a task to realization
If a task edited by task owner (creator) and filled up it can be forwarded to realization again.
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In the Main Menu select "tasks" and select a vessel to open the tasks manager.
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Select the task that you wish to forward (status: Returned) from upper list.
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In the tasks manager select the "edit not forwarded" button.
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In the tasks manager select the "back to realization" buton.
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Select the "ok" button.
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Information |
| If a task forwarded it cannot be edited. If it is necessary to edit - task must be returned to task owner - button "back to task owner". |
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Information |
| A context menu is also available. Use the right mouse button and select "edit not forwarded". |
Task realization
Report task (realization)
Each user involved in realization step must report his part as completed. If all users report as completed then all task status will change as Full executed.
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In the Main Menu select "tasks" and select a vessel to open the tasks manager.
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Select the task that you wish to report (status: In progress or Returned) from the upper list.
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In the tasks manager select the "edit not forwarded" button.
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Select the appropriate user in the table task steps (users involved in realization, notification). Use the "edit" button in the table row.
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Select "completed" and choose a completion date then input the comments.
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Select the "ok" button.
If there is only one user for realization then, after closing dialog box, the task will change status to Full executed and will automatic shift to another step (confirmation/notification). If there is more than one user involved in its realization step then all that users must report their part. Only then will the task change status to Full executed and will automatic shift to the other step (confirmation/notification)
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Information |
| Context menu is also available. Use right button and select "edit not forwarded" |
Task confirmation/notification
Report task (confirmation/notification)
If there is only one user for confirmation/notification then after closing the dialog box tasks will change status to Completed. If there is more than one user involved in the confirmation/notification step then all the users must report their part. Only then will the task change status to Completed.
Each user involved in confirmation/notification step must report his part as completed. If all users report as completed this step then all task status will change as Completed.
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In the Main Menu select "tasks" and select a vessel to open the tasks manager.
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Select the task that you wish to report (status: Full executed) from the upper list.
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In the tasks manager select the button "edit not forwarded".
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Select the appropriate user in the table task steps (users involved in realization, notification). Use the "edit" button in the table row.
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Select "completed" and choose a completion date then input the comments.
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Select the "ok" button.
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Information |
| A context menu is also available. Use the right mouse button and select "edit not forwarded". |