Task Phases

Task phases represent the various stages of a task at a given point in time. You can set the task phase using the drop-down list on the Task Details window.

Creating a Task Phase

Before you start

If your system is partitioned, ensure that you are working in the appropriate partition.

You must have Workflow Management Set Up enabled within your General Access Security Role to work with task phases.

  1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, expand the Workflow Management group of options, scrolling down if necessary .
  2. Select Task Phases. The Task Phases window appears, with a browse table listing all existing task phases .
  3. Select . A blank row is inserted in the browse table.
  4. Key in the name of the phase you want to define.
  5. Select to save the changes. Provide the Change Reasons if prompted to do so.

Renaming Task Phases

Before you start

If your system is partitioned, ensure that you are working in the appropriate partition.

You must have Workflow Management Set Up enabled within your General Access Security Role to work with task phases.

You should not rename the system-defined “Unspecified” task phase.

  1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, expand the Workflow Management group of options, scrolling down if necessary .
  2. Select Task Phases. The Task Phases window appears, with a browse table listing all existing task phases .
  3. Select the phase you want to rename, and overtype the name with the new name you wish to use.

    4. You should not rename the system-defined “Unspecified” task phase.

  4. Select to save the changes. Provide the Change Reasons if prompted to do so.

Changing the Order of Task Phases

You can change the order in which the phases are displayed. Changing the order here will display the phases in the same order on the Task Details window.

Before you start

If your system is partitioned, ensure that you are working in the appropriate partition.

You must have Workflow Management Set Up enabled within your General Access Security Role to work with task phases.

  1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, expand the Workflow Management group of options, scrolling down if necessary .
  2. Select Task Phases. The Task Phases window appears, with a browse table listing all existing task phases .
  3. Use and to change the order of the phases. The phase that occurs first should be at the top of the table, followed by the next one, and so on.
  4. Select to save the changes. Provide the Change Reasons if prompted to do so.

Deleting a Task Phase

Before you start

You must have Workflow Management Set Up enabled within your General Access Security Role to work with task phases.

You cannot delete the static value, Unspecified. You cannot restore a deleted task phase; you will have to re-create it if needed. Any tasks using a phase that is deleted will have the system default "unspecified" applied.

  1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, expand the Workflow Management group of options, scrolling down if necessary .
  2. Select Task Phases. The Task Phases window appears, with a browse table listing all existing task phases .
  3. Select the task phase you want to delete. Select . If you attempt to delete the system default, you will receive a warning message.
  4. Select to save the changes. Provide the Change Reasons if prompted to do so.