Task List Group Maintenance

In this article learn HOW TO:

  • Manage Task List Groups.
  • Tasks can be imitated sequentially or concurrently.
  • They can be assigned to a specific user, or assigned to the user that initiates the task.
  • User can reassign tasks to another user.
  • E-mail notifications can be set to alert users of assigned tasks.
  • Tasks can also be triggered by taking a workflow action in AccuApproval.

 

Adding a New Task Group (Admin Function)

Task groups can be created or modified from the Other Maintenance section of the Admin tab.

Task groups can be built at the Credit or Account level. For the account level, tasks can be set up on Applications, Loans, Collaterals, Deposits, and Trusts.

Info

If you set up tasks under the Account group, you may want to add a prefix to the group name as all task groups for Applications, Loans, Collaterals, Deposits, and Trust are housed under the same tab.

  1. Select Admin from the main menu in AccuAccount
  2. Under Other Maintenance, Select Task List Maintenance
  3. Select the Credit Task Group Tab and/or Account Task Group Tab
  4. Select the Add New Credit and/or Account Task Group link
  5. Define the following
    • Task Group Name: Enter a descriptive name to identify the task group.
    • Task Processing:
      • Execute All Tasks: Tasks can be executed concurrently. This option will kick off all tasks that are part of the group at the same time. All tasks would appear on the dashboard/customer's page for processing.
      • Execute Tasks in Order: Task can be sequentially. This option will kick off tasks in a sequential order based on numbering scheme.
    • Task Group Type: is predefined based on whether the Credit or Account tab was initially selected.
  6. Select Update. Page will refresh and the Tasks Link will automatically populate
  7. Select the Add New Task link
  8. Define the Following Fields:
    • Task Name: Enter a descriptive name to identify the task.
    • Category: By default, this field is set to "Uncategorized". Using the drop down select the Category. Tasks can be assigned to a specific category. Categories can be defined in Exception Maintenance.
    • Assigned user: Task can be assigned to a specific user or automatically assigned to the user initiating the task. Checking the box allows the task to be automatically assigned to the user initiating the task.
    • Task Transferrable by User: Allows the assigned user to reassign the task to another user. Checking this box will allow the task to be reassigned to another user.
    • Task Grace Period: Defines the required time frame for task completion. Tasks are reflected as a pending exception during the grace period.
    • Enable Notification: Allows a notification of the task to be sent to the assigned user based on the email address defined within "User Maintenance".
    • CC Notification: Sends a copy of the notification to the additional parties, if necessary.
  9. Select Update

Task Groups can be manually initiated at the Customer, Account, or Collateral level. Task are found under the Exceptions Tab. The Task indicator icon will be Red if there are active tasks to be completed, and Yellow if there are only tasks in a pending status.

 

Adding a New Task to an Exiting Group

  1. Select Admin from the main menu in AccuAccount
  2. Under Other Maintenance, Select Task List Maintenance
  3. Select the Credit Task Group Tab and/or Account Task Group Tab
  4. Select the Edit icon next the Task Group Name
  5. Select the Add New Task link
  6. Define the Following Fields:
    • Task Name: Enter a descriptive name to identify the task.
    • Category: By default, this field is set to "Uncategorized" Using the drop down select the category. Tasks can be assigned to a specific category. Categories can be defined in Exception Maintenance.
    • Assigned user: Task can be assigned to a specific user or automatically assigned to the user initiating the task. Checking the box allows the task to be automatically assigned to the user initiating the task.
    • Task Transferrable by User: Allows the assigned user to reassign the task to another user. Checking this box will allow the task to be reassigned to another user.
    • Task Grace Period: Defines the required time frame for task completion. Tasks are reflected as a pending exception during the grace period.
    • Enable Notification: Allows a notification of the task to be sent to the assigned user based on the email address defined within "User Maintenance".
    • CC Notification: Sends a copy of the notification to the additional parties, if necessary.
  7. Select Update 

 

Editing a Task within a Group

  1. Select Admin from the main menu in AccuAccount
  2. Under Other Maintenance, Select Task List Maintenance
  3. Select the Credit Task Groups and/or Account Task Groups
  4. Select the Edit Icon next to the Task Group Name, make necessary changes. Once you select the Task Group you can also make changes to the Task
    • Select the Edit Icon next to the Task Name, make necessary changes
  5. Select Update

 

Deleting a Task within a Group

  1. Select Admin from the main menu in AccuAccount
  2. Under Other Maintenance, Select Task List Maintenance
  3. Select the Credit Task Group and/or Account Task Group
  4. Select the Delete Icon next to the Task Group Name to be deleted, you will be prompted to Confirm, Select Delete again

Note: When deleting a group, it will automatically delete any tasks that are tied to it. Any groups or task that are associated with customers or accounts will be removed from the customers page.

Tying Task Groups to Workflow Actions in AccuApproval

Task Groups can be initiated as part of taking a Workflow Action in AccuApproval. Please refer to the AccuApproval article for detailed instructions. Click the following link AccuApproval Workflow

Initiate Task Group

Task Groups can be manually initiated at the Customer, Account, or Collateral level. Tasks are found under the Exceptions Tab in all sections. The Task Indicator icon will be Red if there are active tasks to be completed, and Yellow if there are only tasks in the Pending status.

  1. Select a Customer in AccuAccount
  2. Select the Exceptions Tab for the Customer, Account or Collateral
  3. Click the Execute Task List Icon
  4. Select from the drop down menu a Task Group to Execute
  5. Select Update

 

Task Actions

Individual tasks can be edited, assigned to a different user, or marked as resolved.

  1. Select a Customer in AccuAccount
  2. Select the Exceptions Tab for the Customer, Account, or Collateral
  3. Select a Task Action Icon ( Edit Task, Reassign Task, or Resolve Task)

The Task indicator icon will be Red if there are active tasks to be completed, and Yellow if there are only tasks in a pending status.

See following articles for more information

Edit Task - Customers Page

Tasks can be edited as a custom exception. Make any desired changes to the task and choose Update

  1. Select a Customer in AccuAccount
  2. Select the Exceptions Tab for the Customer, Account, or Collateral
  3. Click the Edit Icon next to the action to be changed
  4. Make any desired changes to the task
  5. Select Update

Reassign Task

To reassign the task to a different users, choose the New Assigned User for the Drop down and click Update.

  1. Select a Customer in AccuAccount
  2. Select the Exceptions Tab for the Customer, Account, or Collateral
  3. Select the Reassign Task Icon
  4. Select New Assigned User from drop down menu
  5. Select Update

Resolve Task

Clicking on the green check mark will flag the task as complete. Once the task is marked as Resolved, it may still be viewed under Show All Exceptions.

  1. Select a Customer in AccuAccount
  2. Select the Exceptions Tab for the Customer, Account, or Collateral
  3. Select Resolve Task Icon, page will refresh and task will be marked as resolved 

Making an Exception N/A

Users with the proper permissions have the ability to mark an individual exception as "N/A". By doing this, it will turn the exception off and will no longer report.

  1. Select a Customer in AccuAccount
  2. Select the Exceptions Tab for the Customer, Account, or Collateral
  3. Select the Edit icon next to the exception you want to change
  4. Change Status Type using drop down to "N/A"
  5. Select Update

The exception will be hidden from the customer's page. You can view the exception by clicking on the "View All Exceptions" icon.

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