Create a scan task to facilitate task assignments from the finding of a record.

Before you begin

Role required: scan_user

Procedure

  1. In the navigation filter, enter scan_task_list.do.
  2. Select New to create a new scan task.
    The Scan Task form appears.
  3. Fill in the following fields in the form.
    Table 1. Scan Task form details
    FieldDescription
    Number Auto-generated task number
    Assigned to Person responsible to work on the task
    Assignment group Group responsible to work on the task
    Active Option to activate task
    State State of the task.
    • New
    • In Progress
    • On Hold
    • Resolved
    Short description Brief description about the task
    Description Additional information about the task
    Work notes Additional notes
    Note: The scan_user can assign the task only to a non-scan_user. The user to which the task has been assigned also gets the same privilege as the scan_user.