MoversSuite Tasks system allows users to effectively manage their workflows by providing assigned users a to-do list of action items complete with due dates based on key move dates and dynamically updated when changes are made.
Figure 1: Tasks module on Tasks Workflow
Task items can be automatically generated when an order or claim is associated to a Task Definition or they can be manually added through one of the Tasks tab or within the Tasks Workflow.
From the Tasks module, coordinators can access the Tasks Workflow screen which allows them to view tasks assigned to a particular user or Task Definition. A full-function grid allows them to customize the screen to suit their needs while all task functions are clearly accessible.
Figure 2: Tasks Workflow
While the Tasks Workflow provides access to all orders, the Tasks tab is designed to allow a users to manage tasks for a particular order or claim. All the functionality available in the Tasks Workflow is also available in the Tasks tab.
Figure 3: Tasks tab
Key features of the Tasks system includes the following:
• Personnel workflow is easily defined for an order or claim
• Tasks items are dynamically generated for personnel based on Task Definition, labor type, and role assignment on an order or claim
• Task due dates are dynamically based on key move dates
• Module security allows task items and note to managed and/or viewed across
• Tasks Workflow provides coordinators an effective tool to manage tasks associated to all order in which they have appropriate access to
• Tasks items can easily be marked as completed, not applicable, or postponed
• Tasks Workflow provides users a bulk edit ability on certain functions, such as marking several task items as not applicable all at once
• Task Definition and related Task Group assignment can provide customers secure, web-based access to information specific to their moves
• Store rollouts based on tasks assignments can be defined for Special Service orders
The Tasks module is available through the Contents screen or by Go To > Common Services > Tasks (ALT+G+S+T) and the Tasks tab is accessible through the following modules:
|
Module containing Tasks |
Hotkey sequence |
|
Common Services > Claims |
ALT+G+S+C |
|
Move Management > International |
ALT+G+M+I |
|
Move Management > Order Information |
ALT+G+M+O |
|
Move Management > Special Services |
ALT+G+M+S |
|
Revenue Entry |
ALT+G+A+R |
A proprietary task workflow is available through the AR Credit & Collections module, as well.
Task Assignment