You can complete a task from the Workflow panel.

1. Open a case.
2. Tap the Result drop-down list to select a result for each task, such as if it is approved or should be resubmitted. The result codes available in the drop-down list vary depending on the case type.

NOTE: If configured by the PLL administrator, the task result type selected can automatically generate a work order, service request, and inspection. To create a service request from a task result, the case must have an X, Y value. See the Task Reports section of Configure Task Results in the Admin 3.2 Guide for more information.

IMPORTANT: A result can only be selected for individual tasks. A result cannot be selected for multiple tasks.

IMPORTANT: The drop-down list for a task only displays on a task when all of the tasks in the preceding milestone are complete.

The Completed By and Completed Date fields automatically populate with the current user’s login and the current date.

NOTE: If you want to specify a different user and date, enter the desired data in the Completed By and Completed Date fields in the Edit Task panel before selecting the task Result.

Depending on the selected result, the task is completed and the next task(s) is available, or the task may be reinserted into the workflow.

The administrator can configure a task to copy comments if automatically inserting the same task. This applies to single tasks, not task groups.

NOTE: Single tasks that are not approved can be reinserted directly after the unapproved task in the workflow. This applies to single tasks, not task groups. This can be done manually, or the administrator can configure the task to reinsert automatically when it does not pass.

You can complete a task from the Edit Task panel.

1. Open a case.
2. Tap Edit Task to the right of the task you want to complete.

The Edit Task panel opens.

NOTE: From the Edit Task panel, you can also add and remove corrections, comments, time accounting, and related documents (attachments) associated to the task. See the Corrections, Comments, Time Accounting, and Attachments sections for more information.

3. Select the Task Result from the drop-down list.

NOTE: If configured by the PLL administrator, the task result type selected can automatically generate a work order, service request, and inspection. To create a service request from a task result, the case must have an X, Y value. See the Task Reports section of Configure Task Results in the Admin 3.2 Guide for more information.

The Completed By and Completed Date fields automatically populate with the current user’s login and the current date.

NOTE: If you want to specify a different user and date, enter the desired data in the Completed By and Completed Date fields in the Edit Task panel before selecting the task Result.

4. Tap Save.

Depending on the selected result, the task is completed and the next task is available, or the task may be reinserted into the workflow.

You can use Task Manager to complete tasks.

1. Open Task Manager and perform a search. See Search for Tasks for more information on performing a search.

2. Tap Details below the task to reveal more fields.

3. Select a result from the Task Result drop-down list.

The Completed By and Completed Date fields automatically populate with the current user’s login and the current date.

NOTE: If you want to specify a different user and date, enter the desired data in the Completed By and Completed Date fields in the Edit Task panel before selecting the task Result.

Depending on the selected result, the task is completed and the next task is available, or the task may be reinserted into the workflow.

NOTE: If configured by the PLL administrator, the task result type selected can automatically generate a work order, service request, and inspection. To create a service request from a task result, the case must have an X, Y value. See the Task Reports section of Configure Task Results in the Admin 3.2 Guide for more information.

NOTE: A task cannot be completed until correction tasks (checklist items) associated with the task are complete. See Complete Corrections for more information.

See Task Manager Fields for an explanation of the Task Manager panel fields.