The Task Groups function on the Datawarehouse tab of the Admin Page is available for Administrators to manage Task Groups which are used for combining Tasks into logical reporting groups, usually with the selected Tasks having similar properties or characteristics.  Task Groups are primarily used within the Financials module.


Administrators can add, edit and delete Task Groups using this function.


Availability

Only users with the Portal Administrator or Financials Administrator permission will have access to this function.


Navigation

Admin > Datawarehouse > Task Groups


Task Group Maintenance Functions

The following functions are available when performing Task Group Maintenance



Properties of a Task Group

A Task Group contains the following editable properties:


  • Task Group Code
  • Task Group Name
  • Assigned Task Codes
  • Assigned Users


The Task Group List

The Task Group List displays the Task Groups that are defined for the iSite License.  The list will display the following information:


  • Task Group Code
  • Task Group Name


How to Use the Task Group List

  1. Click on the Task Group Code in the list of the Task Group you would like to edit.
  2. Click the Task Group Code column header to sort records by Task Group Code.
  3. Click the Task Group Name column header to sort records by Task Group Name.


Filtering the Task Group List

  1. To narrow the list results, enter a value in the Search box on the Toolbar then click the  icon or press the Enter key.
  2. Click the  icon in the Search box to remove the filter.


Assigned Users

A collection of Task Groups can also be assigned to Users using the User Maintenance function.  Keep in mind that users who are configured to be able to view All Task Groups will not be affected by the User assignments that are executed on a per Task Group basis.  See the Specifying Task Group Membership topic for more information.


Adding a New Task Group

  1. Click the Add New Record button in the toolbar.
  2. Fill in the appropriate information in the Properties section of the page.
  3. In the Assigned Tasks section, select the Tasks to assign to the Task Group by clicking the check box next to the desired Tasks.
  4. In the Assigned Users section, select the Users to assign to the Task Group by clicking the check box next to the desired Users.
  5. Click the Save Record button to create the new record, click the Save and Add Another to create the new record and stay on the screen to add an additional record or click the Cancel button to abort the creation process.


Editing an Existing Task Group

  1. In the Task Group List, select the record to be edited by clicking the Task Group Code.
  2. Fill in the appropriate information in the Properties section of the page.
  3. In the Assigned Tasks section, select the Tasks to assign to the Task Group by clicking the check box next to the desired Tasks.
  4. In the Assigned Users section, select the Users to assign to the Task Group by clicking the check box next to the desired Users.
  5. Click the Save Record button to update the record or click the Cancel button to abort the editing process.


Deleting Task Groups

Deleting a Task Group is a permanent change and cannot be reversed.  Proceed with caution.


Deleting a Task Group

  1. In the Task Group List, select the record to be deleted by clicking the Task Group.
  2. Click the Delete This Record... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected record or click the Cancel button to abort the deletion process.


Deleting Multiple Task Groups

  1. In the Task Group List, click the check box next to each record that you want to delete.
  2. Click the Delete Selected Records... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected records or click the Cancel button to abort the deletion process.

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