1.Click or right click on the task and Add  

2.Add Tasks form displays

Add Tasks

3.Select the Product from the dropdown for which you want to add the new Task. Note that only the products added to the case are available.

4.Click on  to select the Task you want to add.

5.Enter info like Sequence, Unit Value.

6.Select Production Lab - Select only if this task is produced in a Lab other than default Lab.

7.Enter Due Date,QC Rating and QC Date.

8.Assign the task or make it complete if the task is already completed by someone.

9.Check Ignore Product quantity (Flat Rate) - If checked, the schedule is created with quantity of 1 regardless of the product quantity specified in the case. This option is useful where you may have a product with 3 units but you would want a given task like Model for example, to be scheduled only once.

10.Check Vital to Invoice or Vital to Scan if this is the case.

11. Enter Lot Number.

12.Check TryIn Break Point - If a given task is set as the break point, all tasks up to and including this task are scheduled. All tasks beyond the set break point are deleted from the case when scheduled.

13.Click Ok to save the new Task.

1.Select the Task you want to update  

2.Click or right click on the task and Edit

3.Edit Tasks form displays

4.Make the necessary changes

5.Click Ok to save the updates.

1.Select the Task you want to Delete  

2.Click or right click on the task and Delete

3.Select Yes when asked for confirmation.

1.Select the Task you want to Complete  

2.Click or right click on the task and Complete

3.Complete Tasks form displays

Complete Tasks

4.Enter Technician ID

5.Enter Pay Rate

6.Check Print QC Accept label which will print a standard mailing label. This option is enabled when completing a QC Task.

7.Click .

8.Once the task is Completed a new record will be created in Tasks History tab

1.Select the Task you want to Reject. Make sure it is a completed task, otherwise this option is not available.

2.Click or right click on the task and Reject

3. Reject Tasks form displays

Reject Tasks

4.Enter Reject Units.

5.Select Reject Reason and enter Reject Reason Notes.

6.Pay Technician for the Rejected Task (Per Unit) - Enter the amount that will be still payed for the rejected task. It can be a Flat Amount, or a Percentage from the Task Pay Rate displayed there.

7.Check Reject Only, Do Not Clear Completion Info if you want to keep your task completed.

8.Check Print Reject Slip which will print a report with rejected task and other info. This option is not available when rejecting multiple tasks.

9.Click for confirmation.

1.Select the Task you want to Re-Scan. Make sure it is a completed task, otherwise this option is not available.

2.Click

3.Select Yes when asked for confirmation.

1.Select the Task you want to change.

2.Right click and select Change Due Date and Reschedule

3.Enter New Due Date.

4.Click