Engagement: Engagement: Help Desk Task Task Status

How to get there: Admin | Engagement | Help Desk Task Status

As part of the creation of a Help Desk Task, Task Status need to be assigned. A minimum set of statuses are required for a Task. These are known as Fixed Tasks Status and are generated automatically by the system and will be there to use immediately.

It has been recognized, however, that more contextual status may be required depending on the task in question. For example, a disciplinary may have the following status to show where in the process it is at:

Disciplinary - Awaiting Statements
Disciplinary - Final Written Warning
Disciplinary - First Written Warning
Disciplinary - GM Dismissal
Disciplinary - Misconduct Dismissal
Disciplinary - No further action after meeting
Disciplinary - No further action before meeting

On selecting the option, the existing Status are shown. You have the option to Add a new status, or edit an existing status by clicking on iin its respective row.

Screen Layout and Fields

Name	Status name
Description	Description of the status

Screen Actions

Back	Return to previous screen
Refresh	Refresh the list without saving changes
Add	Click the Add button at the top of the screen to create a new status
Row	Click on the row to edit an existing status

Add or Edit a Task Status

By clicking either option, a screen will be shown that will allow the maintenance of the status.

Screen Layout and Fields

Language	A drop-down list enabling the user to select a language from those configured within the system. By default, the language is set to English. see Admin \| Engagement \| Portal Culture for more information
System Code	A drop-down list used to select the code that is appropriate to the status being created STARTED – New Task That Has Not Been Processed Yet IN PROGRESS –Has Started COMPLETED – Is Completed CANCELLED – Is Cancelled NOT APPROVED – Is Rejected
Name	Status Name
Description	Status Description

Screen Actions

Back	Return to Status Summary
Refresh	Refresh the list
Save and Close	Save the status and return to the Status Summary
Save	Save the status
Delete	Delete the status

Language Selection

Status can be changed depending on which language the system has been configured for. Selecting a language from the drop-down list will show the following confirmation:

Select OK to show the status in the chosen language, ready for editing.

Screen Layout and Fields

Language

A drop-down list enabling the user to select a language from those configured within the system. By default, the language is set as English.

see Admin | Engagement | Portal Culture for more information

Name

Translated Status Name

Description

Translated Status Description

Screen Actions

Back	Return to Status Summary screen without saving any changes
Refresh	Refresh the list without saving any changes
Save and Close	Save the Status and return to the Status Summary
Save	Save the Status
Delete	Delete the Status