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J. J. Keller Support Center

Tasks

 

Select Tasks on the left hand side.

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Adding a New Task

Click Add New to add a new task.

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Enter any required fields denoted by a red asterisk (*) and any of the optional fields. Tasks can be assigned to other Safety Management Suite users at you company by selecting them in the Assigned To drop-down menu. 

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Click Save when all needed fields have been completed.

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Resolving a Task

Once a task has been completed, it can be Marked as Resolved from the main Tasks page. Simply click Mark Resolved beneath the task to indicate it has been completed.

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Reporting Center for Tasks

Select Reporting Center from the left-side navigation.

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Filter the Tasks reports by clicking the Tasks tab.

Reports available for Tasks are:

  • Corrective and Preventative Actions (CAPA) - All Open

Select Generate PDF or Generate CSV to run the report.

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