Add Task Content

Tasks include the following components:

Global Information

The Task global information is displayed while viewing any section of a task. You can edit values that are shown in blue text.

1. Click the blue text to open the content for editing.

Viewing and Updating Global Information

2. Click the check icon button to save.

Change Task Name

Details

The Details section is the initial section that is displayed when clicking on a Task title. To update task information, open the section from the link or expanded folder.

View Details

1. In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the Details icon icon to open the Details section.

2. The free-form text space is available for edit.

View Details

Tip: Hover over an icon to view the function.

Edit Details

1. Enter (or update) task details in the text space. The section provides a full set of tools for formatting text, adding hyperlinks, and attaching a variety of file types.

2. Click Save ( save icon).

Reject Comments

View Reject Comments

Use the Reject Comments section to furnish a reason for rejecting a task.

In the Expanded Treeview of the Browse Panel, click on the Reject Comments section title or icon, or from the Navigation Icons Panel select the  Reject Comments icon icon to open the Reject Comments section.

Reject Comments

Add Reject Comments

1. To add a reject comment, click the icon button on the section title bar. The Add Note window opens.

add note

2. Add content to the text box and click Save.

Edit Reject Comments

To edit a reject comment, click the edit icon button.

Delete Reject Comments

To delete a reject comment, click the delete icon button.

View Documents Under Review

The documents under review section provides list of documents that are to be reviewed as it relates to the task.

In the Expanded Treeview of the Browse Panel, click on the Document Under Review section title or icon, or from the Navigation Icons Panel select the Under Review icon icon to open the Documents section.

Parent Documents

View Parent Documents

In the Expanded Treeview of the Browse Panel, click on the Parent Documents section title or icon, or from the Navigation Icons Panel select the Document - icon icon to open the Documents section.

Parent Documents

Filter Parent Documents

To filter documents, start typing in the filter box. As you type, attachment titles that match what you are typing will be displayed in bold.

Filter Parent Documents

Search Parent Documents

To search documents, start typing in the search box. Press enter or click the search button.

Search Parent Documents

Attachments

View Attachments

In the Expanded Treeview of the Browse Panel, click on the Attachments section title or icon, or from the Navigation Icons Panel select the Document - icon icon to open the Attachments section.

View Attachments

For information on document management in Arkcase, see Document Management.

Notes

View Notes

In the Expanded Treeview of the Browse Panel, click on the Notes section title or icon, or from the Navigation Icons Panel select the Notes - icon icon to open the Notes section.

View Notes

Add Notes

1. To add a note, click the icon button on the section title bar. The Add Note window opens.

Add Notes

Note: Fields marked with red asterisk are required fields.

2. Complete your note and click Save.

Update Notes

To edit a note, click the edit icon button.

Delete Notes

To delete a note, click the delete icon button.

References

View References

The References section records information about the references associated with the task. It will show the reference number, titles and is available to create records of all other relevant information.

In the Expanded Treeview of the Browse Panel, click on the References section title or icon, or from the Navigation Icons Panel select the arrow icon icon to open the References section.

View References

Add References

1. To add a reference, click the icon button on the section title bar. The Add Reference window opens.

Add References

2. Search and select a reference.

3. Click add.

Delete References

To delete a reference, click the delete icon button.

Filter References

You can filter references based on reference number, title, type, assignee, date last modified, or status.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

Filter References

Workflow Overview

View Workflow Overview

The Workflow Overview section lists workflows associated with the task. It will show the workflow participant, role, and other related information.

In the Expanded Treeview of the Browse Panel, click on the Workflow Overview section title or icon, or from the Navigation Icons Panel select the Workflow Overview icon to open the Workflow Overview section.

View Workflow Overview

Filter Workflow Overview

You can filter workflows based on the participant, role, status, start date, or end date.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

Filter Workflow Overview

History

View History

The History section records associated events that take place in relation to the task.

In the Expanded Treeview of the Browse Panel, click on the History section title or icon, or from the Navigation Icons Panel select the bell icon icon to open the History section.

View History

eSignatures

View eSignatures

The eSignatures section records information, such as the date and person who signed the task.

In the Expanded Treeview of the Browse Panel, click on the eSignatures section title or icon, or from the Navigation Icons Panel select the eSignatures section icon icon to open the eSignatures section.

View eSignatures

Filter eSignatures

You can filter eSignatures based on the Date and who the task is Signed by.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

Filter eSignatures

Tags

View Tags

In the Expanded Treeview of the Browse Panel, click on the Tags section title or icon, or from the Navigation Icons Panel select the tags icon icon to open the Tags section.

View Tags

Add Tags

1. To add a tag, click the icon button on the section title bar. The Tag window opens.

Add Tags

2. Complete the fields and select Add Tag when finished.

Delete Tags

To delete a tag, click the delete icon button.

Filter Tags

You can filter tags based on the tag, the date created, or the user who created it.
https://www.arkcase.com/wp-admin/admin.php?page=GOTMLS-settings
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

Process Diagram

View a Process Diagram

Click the Process diagram button.

Task Actions

Sign a Task

Click the Sign A Task Button button to sign off on a Task.

Subscribe to a Task

Subscribe to a Task

Click the subscribe button to be notified of all events related the task.  (Click Unsubscribeto cancel.)

Approve/Complete a Task

The business workflow automatically creates tasks for approvers of complaint and case-related action requests. These tasks include a copy of the request (document), for example, close complaint, change case status, approve form, approve time sheet or expense report.

You can approve a task or return it for rework.

Approve

Click the Approve button on the task summary panel.

  • Updates task state to Closed
  • Removes the task from the approver’s active task list
  • Removes the task from the active, in progress list in the Tasks module
  • If request is close complaint, changes complaint status to Closed, routes the complaint according to its disposition
  • If request is change case status, changes case to the status indicated on the request form
  • If request is approval of a report or other form-based document, changes status to Approved

Return the Request for Rework

Click the Send for Rework button on the task summary panel.

  • Reassigns the task to the owner for rework and adds the task to the owner’s My Tasks list
  • Removes the task from the approvers’ My Tasks list
  • Creates a notification for the owner

Rework a Task

Rework Details

The Rework Details section describes the reason for the rework or the action needed for approval.  The section makes available the functions in the Task Details section (above).

Reject Comments

Use the Reject Comments section to furnish explanation or justification for rejecting a task.

1. Click + to add in the section title bar to create a space for entry.

2. When finished, click outside the section.

Reject Comments

Documents Under Review section

The Documents Under Review section appears in tasks created for approval requests. The section contains a copy of the request (document) submitted by the originator. The business workflow automatically adds the document when creating the task for the approver. Approval is part of the workflow for actions such as close complaint, change case status, review form-based documents, and sign off time sheets and expense reports. The review documents in this section are available for download, there is no edit capability.

1. To view a document, click the fileID or Title. The Do you want to open or save? message bar opens at the bottom of the screen.

Documents Under Review

2. Click Open or choose a Save option to copy it to one of your folders.

Delete a Task

Use Delete to permanently remove a task.  Add comments to record the reason for deleting the task.

1. Open the Reject Comments section and click the + Add button to create a new record.

Reject Comments section

2. Enter a description in the Comment text field.

3. Click the Delete action button.

Claim a Task

In the Action Panel, click the claim button button to self-assign the Task. (Click Unclaim to unassign.)

Close a Completed Task

When you have finished the task–action has been taken and documented as needed.

Click the Complete action button. The task status changes to Closed. No further action is available or necessary.