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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 your company by selecting them in the Assigned To drop-down menu. Note: An email notification will be sent to the assignee letting them know they've been assigned a task.

 

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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. Click the "three dots" next to the task and select Mark Resolved. (The Closed Date and Status columns will subsequently update.)

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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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Importing Tasks

To import tasks, first go to your initials in the top right corner and click the dropdown. Select Import/Export Center.

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Select Tasks from the Record Type field.

Select Import from the Import or Export field.

Then, follow the directions that display underneath the fields.

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Tasks Import Template Instructions

DATA FIELD

REQUIRED?

MAX CHARACTERS

INSTRUCTIONS

Title

Yes

200

Enter a name for the Task.

Type

Yes -

Enter the task type: Task, Corrective Action, or Preventive Action

Due Date

No -

Enter a due date for the task in format: mm/dd/yyy

Start Date

No - Enter a start date for the task in format: mm/dd/yyy

Closed Date

No - Enter a closed date for the task in format: mm/dd/yyy

Description

No

1,000

Enter a description of the task.

Assigned To

No

-

Email address of SMS user associated with your account

Person Responsible

No

100

Enter the name of the person responsible for completing the task.

Priority

No

-

Enter in a priority level: High, Medium, or Low.

Status

Yes -

Enter a task status:

To Do

In Progress

Complete

On Hold

Canceled

or Verified

 

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