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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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Tasks Add New Bottom Half Screenshot.png

 

 

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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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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