| Editing
an Existing Task
To edit an existing
task simply enter/select/update the available information on the form
and click "Submit". If you would like to attach files,
use the "Manage Files" link near the Submit button. See
below for specific fields.
Issue
ID
Task ID that was assigned when task was created. This ID will remain the
same during every phase of the task.
Date
Created:
The date and time the task was created. (Time zone is GMT - Mountain
Time).
Date Modified:
The date and time the task was last modified by you or another
use. (Time zone is GMT - Mountain Time).
Request Type:
The Request Type that was selected when the task was created. (for descriptions
of the Request Types, see Creating a New Task
Project:
The Project that was selected when the task was created.
Version(s):
The version (company, system, or both) that was entered when the
task was created.
Priority:
Select the priority, if changed desired.
The task priority displayed will be the last set for the current
task. You may change the priority by selecting from the list.
Subject:
The task Subject that was entered when the task was created.
Update:
Enter any responses or updated information
for the task.
Enter any responses, comments, or updates to the task. This
section should include responses to questions asked in the task history
by your LifeLink rep. You may also want to add any relevant information
you obtained after entering the original task.
NOTE: This text will become a part of the Task History.
Current
Status:
The current status of the task.
Options include:
- New Task
-- A task that has been submitted, but not yet reviewed.
- In Progress
-- A task that has been viewed and is being worked on/researched/etc.
- Waiting for
Carrier -- A task that requires action by the carrier.
Either a response to a question, more detail, or verification of task
completion.
- Complete
-- Task has been checked by carrier/LLC and does not require further
comments or modifications.
- Cancelled
-- Task that was entered, but no action was taken and the
task is no longer relevant.
- Deferred
-- Task that will have no action taken until status is set to
another status.
- Resubmitted
-- A task that requires further action.
New
Status:
Select the new status for the task.
Select current status of the task from the drop down list.
Task status may not need to change. See Status
Options for detailed information on each status.
Manage
Files:
Click on the "Manage Files" link to attach or delete
files associated with the current task. See Manage Files for more detail.
Assigned
To:
Select the appropriate Assign To option. The option selected in
the Assign To field will be automatically notified that the task has been
updated (if comments were included in the update).
Cc:
The Cc field allows you to send the automatic Task Notification email
to additional email addresses. Multiple email addresses may be entered
if separated by a semi-colon or comma. The Cc field entries will be retained
during the life of task unless manually deleted when the task is edited.
NOTE: If the person is the assignee, there is no need to include their
email address in the Cc: field.
Requested
By:
The Requested By field always contains the name of the person who created
the task.
See Also:
Getting
Started
Frequently Asked Questions
Help Table of Contents
Glossary
System Requirements
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