Participants
The Participants tab can be accessed from the Task/Action tab by adding a new task or action and clicking the Save button.
The Participants tab allows you to add participants to a task and edit participant accessibility.
The following is a description of the fields that appear on the Participants tab:
Field | Description |
---|---|
Task Template | The template being used for this task. |
Create By | The user who created the task. |
Task ID | The task ID number. |
Work Flow |
If the template selected for this task is a Work flow you will allowed to reorganize the participants involved in the task by manipulating the up and down arrows. |
User | The user ID of the participants chosen to by involved in the task. |
Subtasks | Indicates if there are subtasks assigned to this user. |
Screen 1, 2, 3, 4, and 5 |
Displays the level of authority the associated participant has on the associated custom screen. Change: The participant has the ability to apply changes to the associated custom screen. Display: The participant can only display the associated custom screen. No Access: The participant has no access to the associated custom screen. |
Multimedia |
Displays the level of access the associated participant has to multimedia attachments on the selected task. View All: Allows the participant to view all added multimedia attachments. Individual: Allows the participant to view only multimedia attachments they have added to the task. No Access: The participant has no access to any of the multimedia attachments. |
Click on a User's to edit a user's authority.
Click on the Need to add a user? Click here to add link to a add user/participant to a task.
The following buttons allow you to complete your work on the Participants tab:
Button | Function |
---|---|
Close | Closes the Participants tab and returns to the Task Tracker screen. |