Tasks defined on this screen will be copied to the Tasks tab of the Case Management screen, functioning as a template of sorts when the associated service code is selected on the Case Management screen.
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Select Operations > Setup > Service Codes.
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Select the service code for which to define a case task, and then click the Case Tasks tab.
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Click Add Case Task.
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Enter a description of the task.
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Specify this information:
Sequence - Specify the sequential order in which this task is to be performed if there are more tasks to define for this case.
Step - Specify a sub-sequence for tasks that have the same sequential order.
Task Plan for Checklist - Specify an existing task plan checklist to attach to this task.
Estimated Costs - Specify the estimated costs of the task.
Priority - Specify the priority of the task.
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Select the Out of Service check box to prevent this task from being copied to the task on the Case Management screen.
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Specify the tracking details information.
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Specify the follow-up work order details information if a work order is typically related to this task.
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Click Submit.
A unique code identifying the Task No. is assigned.