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Frequently
Asked Questions
- What
is a typical task cycle?
| Simple
Scenario |
| |
Description |
Set
By |
Status |
Assignee |
| 1. |
Carrier
enters new task and assigns it to LifeLink |
Carrier |
New
Task |
LifeLink |
| 2. |
LL
completes task and asks carrier to review |
LifeLink |
Needs
Review |
Carrier |
| 3. |
Carrier
reviews and marks task complete |
Carrier |
Complete |
N/A |
| More
Complex Scenario |
| |
Description |
Set
By |
Status |
Assignee |
| 1. |
Carrier
enters new task and assigns it to LifeLink |
Carrier |
New
Task |
LifeLink |
| 2. |
LL
needs more info from Carrier |
LifeLink |
Need
More Info |
Carrier |
| 3. |
Carrier
provides needed info and resubmits |
Carrier |
Resubmitted |
LifeLink |
| 4.
|
LL
begins work on the task |
LifeLink |
In
Progress |
LifeLink |
| 5. |
LL
finishes task but doesn't post yet |
LifeLink |
Done/NYA |
LifeLink |
| 6.
|
LL
completes task and asks Carrier to review |
LifeLink |
Needs
Review |
Carrier |
| 7.
|
Carrier
finds a problem and resubmits |
Carrier |
Resubmitted |
LifeLink |
|
Steps 4-7 are repeated, as necessary |
| 8. |
Carrier
reviews and mark task Complete |
Carrier |
Complete |
N/A |
- How
do I attach files to a task?
Attachments may be added to a task by clicking on the image in the leftmost
column of the task list (a yellow folder or paper clip). Or, you may
add attachments using the "Manage Files" link on the Edit Task form.
For more information, see Manage Files.
- How do I print the task
list?
If you would like to print the task list, you may do so using the Printer
icon located at the top of the Task List. You can print only a subset
of the tasks, if desired. First, set your Sort By option and filters.
Next, click on the Printer icon. A printable version of the task list
will appear. You must then print using your browser's Print method (File
| Print).
- How do I print a task?
If you would like to print the details of a task, you may do so using
the Printer icon located at the top of the Task Summary page. First,
access the Task Summary page by clicking on the "View" link in the 3rd
column of the task list. Next, click on the Printer icon. A printable
version of the task will appear. You must then print using your browser's
Print method (File | Print).
- How does email notification ("Notify") work?
If "Notify" is checked, you will be emailed when new comments have been
added by another person to a task for which you are either the owner
or the assignee. You will also be emailed if your email address has
been included in the Cc: field. You will not receive an email notification
for comments that you authored unless you are the assignee.
- How does the "Cc:" field work?
The Cc: field allows you to send the automatic Task Notification email
to additional email addresses. NOTE: You do not need to copy the assignee
or owner of the task as they will automatically be notified. Also, your
group admin is always notified of task changes. 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.
- What is the difference between "OPEN"
and "New" on the Task List?
"Open" is not an actual status that can be assigned to a task.
The "Open" status will display all tasks that are assigned
the status of "New Task", "In Progress", "Resubmitted",
or "Deferred" (i.e. all status' except "Cancelled"
and "Completed").
- What is the difference between "CLOSED"
and "Complete" on the Task List?
"Closed" is not an actual status that can be assigned to a
task. The "Closed" status will display all tasks that
are assigned the status of "Cancelled" or "Completed".
- How do I add a new project?
Projects can be added via the Admin page under the Project Management
section. Simply enter the new project name into the "Project
Name" field and click the 'Add Project' button. Projects
appear under the "Current Projects" section on the left.
- I no longer see all tasks in the Task List.
What happened?
Check your Filter and Sort By setting above the Task List. If
"Save current settings" was checked when you changed your
filter options, the filters will be preserved for future use.
If you want to set your filters to something else, select the filter
options you want, check the "Save Current Settings" box, and
click the "Filter/Sort By" button.
- If I've clicked on "New Task"
but decide not to enter a new task, how do I exit the form?
If you haven't clicked the "Submit" button, you may exit the
form by clicking on the "Task List' link in the left menu pane.
You may also use the "Back" button on your browser.
- Why am sometimes prompted for Operating System,
browser, etc.?
The form asking you for your Operating System, browser, Error Message,
etc., will appear if you have specified a particular task as a "Bug".
- How does "Notify" work?
If "Notify" is checked, you will be emailed when new comments have been
added by another person to a task for which you are either the owner
or the assignee. You will also be emailed if your email address has
been included in the Cc: field. You will not receive an email notification
for comments that you authored unless you are the assignee.
- I'm having problems downloading
attachments. Any suggestions?
There a few reasons why you may be experiencing problems downloading
attachments. If you're using the IE 5.5 browser, follow these steps
to enable Active Scripting:
1. Tools | Internet Options
2. Security tab
3. Custom Level button
4. Under Scripting / Active Scripting select the Enable option button.
You may also try RIGHT CLICKING on the file name and selecting "Save
Target As" to download and save the file to your computer.
- I'm not sure which status I should use.
Which status is appropriate?
A help topic called "Status Options" explains how each status is used.
Please refer to Status Options for help.
- How do I change my password for WebTrack?
Your password can be changed by clicking on the Admin link in the left
navigation area and then updating your profile.
See Also:
Getting
Started
Help Table of Contents
Glossary
System Requirements
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