Tasking Group

A Tasking Group in ProTrack Warehouse is used to group together similar Activity Groups for reporting. The options in the Maintain Tasking Group screen are available depending on the user privileges. This screen helps you add, edit, search, view, and delete tasking groups in the system and also assign or remove activity groups.

To access the Maintain Tasking Group screen:

1. Log in to ProTrack Warehouse.

2. Select Tasking Group under the Configuration menu. The Maintain Tasking Group screen appears.
   
   
   ^{Fig.1 Maintain Tasking Group}

    

   Maintain Tasking Group Tab Descriptions

   Tab	Description
   Tasking Group	Displays the details of the tasking group.
   Assign Activity Group	Displays the activity groups assigned to the tasking group. You can add or remove activity groups.

   ^{Table 1. Maintain Tasking Group Tab Descriptions}
   
   Maintain Tasking Group Field Descriptions

   Field	Description
   Tasking Group Name	Type the tasking group name, which is alphanumeric (Combination of Alphabets and Numbers).
   Description	Describe the tasking group.

   ^{Table 2. Maintain Tasking Group Field Descriptions}

Adding Tasking Group

To add a new tasking group:

1. Type the Tasking Group Name and Description.
   
   
   ^{Fig.2 Maintain Tasking Group - Adding Tasking Group}

    

2. To assign activity groups to the tasking group, click the 'Assign Activity Group' tab.
   
   
   ^{Fig.3 Maintain Tasking Group - Assign Activities}

    

3. Click the 'Select Activity Groups' link and a popup screen will appear.
   
   
   <sup>Fig.4 Maintain Tasking Group - Selecting Activity Groups
   
   
   Fig.5 Maintain Tasking Group - Searching Activities</sup>

    

4. Search for particular records by providing the Activity Group Name and click .
5. Select the check box of individual activity groups in the list.

6. Click  and the selected activity groups will be listed in the 'Selected Activity Groups' section.
   
   
   ^{Fig.6 Maintain Tasking Group - Assign Activity Groups}

    

7. To remove some of the activity groups from the tasking group, select the corresponding Delete check box for that activity group and click  to remove that Activity Group from the Tasking group.
8. Click  to save the tasking group.

Searching Tasking Group

To search for particular tasking groups:

1. Click  in the Maintain Tasking Group screen and the Search Tasking Group screen appears.
   
   
   ^{Fig.7 Maintain Tasking Group - Searching Tasking Groups}

    

2. To search for particular tasking groups, type the tasking group name.
    

   Tips

   • To list Tasking Groups with names starting with a particular character, enter the character into the field. For example, to search tasking groups starting with the character 'C', enter 'C' in the Tasking Group Name to list tasking groups with names starting with C.
   • If no search criteria are specified all the tasking groups will be listed in the 'Tasking Group Search Results' section.

3. Click  in the Search Tasking Group screen. The records for the selected criteria will be listed in the 'Tasking Group Search Results' section.
   
   
   ^{Fig.8 Maintain Tasking Group - Search Results}

    

View and Edit Tasking Group

To view and edit the tasking group:

1. Search and list the tasking groups you want to view or edit in the 'Tasking Group Search Results' section.

2. Click the Tasking Group Name link from the 'Tasking Group Search Results' section. The details of the tasking group appear in the corresponding fields in the Maintain Tasking Group screen.

   Info

   • The field Tasking Group Name cannot be edited.
3. To assign activity groups to the tasking group, click the Assign Activity Groups tab.
4. Change the required fields.

5. Click  to save the changes.

   Tips

   • If you have made the changes in the fields and do not want to save the details, click before you save the changes.
   • If you want to add a tasking group at this point, click to clear the fields and to bring the screen to the add mode.

Deleting A Tasking Group

To delete a tasking group:

1. Search and list the tasking groups in the 'Tasking Group Search Results' section.
2. Select the check box to the left of the Tasking Group Name that will be deleted.
   
   
   ^{Fig.9 Maintain Tasking Group - Deleting A Tasking Group}
    
3. Click  to delete the selected tasking group.