Tasks
Task User Preferences allow an individual User to set how they wish certain aspects of Tasks within Concept Evolution to behave.
The Task User Preferences are maintained here.
Settings > User Preferences > Tasks
Duplicate Query
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Concept Evolution can check if a similar task has already been raised on the Advanced Helpdesk by using the Duplicate Query User Preference.
Settings > User Preferences > Tasks - Duplicate Query Tab
Click to view - Duplicate Query Tab Fields and Descriptions
| Field Name | Description |
|---|---|
| Automatic Duplicate Check | Check the box to turn on the Automatic Duplicate Check - If Concept Evolution finds a potential duplicate a pop up window will appear on the Advanced Helpdesk to allow the User to review the potential duplicate calls. |
| Review Period | Select the review period for Concept Evolution to check for duplicate calls - selecting User defined will allow the User to manually add how many days and hours Concept Evolution is to check over. |
| Review Criteria | Check the boxes that must match for Concept Evolution to consider a call a duplicate - both Active and Historic Tasks can be ticked, Concept Evolution will then check for Tasks in all States. |
User Defined Tab
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The User defined box on the Advanced Helpdesk can be used to prompt Users with consistent Text e.g. steps for completing a call or a reminder to give out the Task ID before hanging up.
Settings > User Preferences > Tasks - User Defined Tab
Click to view - User Defined Tab Fields and Descriptions
| Field Name | Description |
|---|---|
| User Defined Text | Free text field - any text entered here will be viewable from the bottom right hand corner of the Advanced Helpdesk. |
Events Tab
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Checking the boxes on the Events Tab will cause Concept Evolution to auto insert an Event when the checked action occurs.
Settings > User Preferences > Tasks - Events Tab
Click to view - Events Tab Fields and Descriptions
| Field Name | Description |
|---|---|
| Insert of Task on the Helpdesk | Check the box for Concept Evolution to auto insert an Event when a Task is logged, the associated text box will form the body message of the Event. |
| Insert of Time Record | Check the box for Concept Evolution to auto insert an Event when a Time Record is added to a Task, the associated text box will form the body message of the Event. |
| Change the Task to COMPLETE | Check the box for Concept Evolution to auto insert an Event when a Task is moved to Complete, the associated text box will form the body message of the Event. |
| Change Task to HISTORY | Check the box for Concept Evolution to auto insert an Event when a Task is moved to History, the associated text box will form the body message of the Event. |
| Task Printed | Check the box for Concept Evolution to auto insert an Event when a Task is printed, the associated text box will form the body message of the Event. |
Task Settings Tab
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The Task Settings options define how Tasks will appear in the Task grid (in the Task Management Menu). Tasks may be coloured based on how much time is left between now and their Due Date / Time. In addition to defining when Tasks will change colour, the frequency that this time line is checked is set here.
The Helpdesk Settings check-box defines which version of the Advanced Helpdesk will be used to display a Task when it is opened from the Tasks grid.
Settings > User Preferences > Tasks - Task Settings Tab
Click to view - Task Settings Tab Fields and Descriptions
| Field Name | Description |
|---|---|
| Use Advanced Helpdesk | Check the box to open Tasks in the Advanced Helpdesk instead of the standard Helpdesk. |
| Show Step Questions on Save | Check the box for a pop up window to appear with any associated Instruction Steps when a Task is saved. |
| Prompt to take ownership of an in-owned Task | Check the box for a pop up window to appear if the User opens a task that is not currently owned. |
| Take ownership when creating a Task | Check the box for the User to automatically become the owner of a Task when logged. |
| Show filter Reporter by building option | Check the box to filter Reporters by the building selected. |
| Popup Task ID when Save and Close button is pressed | Check the box for a pop up window to appear containing the Task ID when the save and close icon is clicked on the Advanced Helpdesk. |
| Set "To Location" as "From Location" on insert | Check the box to auto populate the "from Location" with the same Location selected for the "to Location" - ISM module only |
| Display "To Building", "To Location", "To Department" and "Item" | Check the box for the "To Building", "To Location", "To Department" and Item fields to appear on the Advanced Helpdesk - ISM Module only. |
| Use Location as well as Building to filter Asset | Check the box for Concept Evolution to filter available Assets by the selected Building and the selected Location. |
| Default Contract |
From the drop down select the required default Contract, this will cause the Contract field to auto fill, the Contract would need to be removed to log Tasks to any other Contract - ISM Module only. |
| Interval (Seconds) | Enter a time in seconds for the Task Grid to auto refresh - Concept Evolution will round the time up to the nearest 10 seconds. |
| Colour Late / Overdue Tasks | Enter hours and minutes in the red, yellow, green and blue fields to enable Concept Evolution to colour the Task Grid according to time left before breach of SLA. |
Location Exclusion
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Locations with certain statuses can be blocked by a User from appearing on the Advanced Helpdesk using Location Exclusion.
Settings > User Preferences > Tasks - Location Exclusion Tab
Click to view - Location Exclusion Tab Fields and Descriptions
| Fields Name | Description |
|---|---|
| All Location Status will be viewable from this Tab | Check the boxes to block Locations with this Status from the Advanced Helpdesk. |
Time Records
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When entering Task times into Time Records, some of the information can be completed automatically using the calculations defined in the Time Records tab of the User Preferences.
Click to view - Time Records Tab Fields and Descriptions
| Field Name | Description |
|---|---|
| Contacted Date | From the drop down select the date format to auto populate the Time Record. |
| Scheduled Date | From the drop down select the date format to auto populate the Time Record. |
| Start Date | From the drop down select the date format to auto populate the Time Record. |
| Finish Date | From the drop down select the date format to auto populate the Time Record. |
| Task Logged Preference | Check the radio button to set the time a task will be logged from, on new or on save. |
SLA Target
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If an organisation has the Advanced SLA Module installed with Concept Evolution this option allows the point in a Tasks life cycle for Task Grid colouration to be defined for SLA measurement purposes.
Settings > User Preferences > Tasks - SLA Target Tab
Click to view - SLA Target Fields and Descriptions
| Field Name | Description |
|---|---|
| SLA Target Date |
From the drop down select the SLA Target. Select from:
|
Tab Order
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Some users prefer to use the tab key to move around the screen, Concept Evolution allows the User the ability to dictate the Tab order of the Advanced Helpdesk.
Settings > User Preferences > Tasks - Tab Order Tab
Use the Move Up 
and Move Down 
icons to set the Tab order.
Complete the fields and click Save and Close 
.
