LifeLink Corporation Life Insurance Software WebTrack Help
 

Viewing a Task Summary

The Task Summary page allows you to view the information entered for a particular task. The "Edit Task" link at the top right of the page allows you to go directly to the the Edit Task form.

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:
The task priority displayed will be the last set for the current task.  

Subject:
The task Subject  that was entered when the task was created. 

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.

Requested By:
The Requested By field always contains the name of the person who created the task.

Task History:
This area displays the details and updates that have been entered for the task.  LLC comments will appear in blue and carrier/user comments will appear in black.  All status change and attachment history will also be displayed here.


See Also:

Getting Started
Frequently Asked Questions
Help Table of Contents
Glossary
System Requirements