A Tasking Group in ProTrack Warehouse is used to group together similar Activity Groups for reporting.
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_Accessing_the_Maintain_3 | _Accessing_the_Maintain_3 | Accessing the Maintain Tasking Group Screen 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
and print tasking groups in the system and also assign or remove activity groups.
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- Each Tasking Group will have two or more Activity Groups assigned to it.
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To access the Maintain Tasking Group screen:
- Log in to ProTrack Warehouse.
- Select the Tasking Group tab under the Maintenance menu. The Maintain Tasking Group screen appears.
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Maintain Tasking Group
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- Tab Descriptions
Tab | Description |
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Tasking Group |
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| Displays the details of the tasking group. |
Assign Activity Group |
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| Displays the activity groups assigned to the tasking group. You can add or remove activity groups. |
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- Table 73. Maintain Tasking Group Tab Descriptions
Maintain Tasking Group Field Descriptions Field | Description |
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Tasking Group Name | Type the tasking group name, which is alphanumeric (Combination of Alphabets and Numbers). |
Description | Describe the tasking group. |
Table 74. Maintain Tasking Group Field Descriptions
Adding Tasking Group
To add a new tasking group:
- Access the Maintain Tasking Group screen (Refer Access Tasking Group).
Type the Tasking Group Name and Description.
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image | MTG New.jpg |
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title | Fig.290 |
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- To assign activity groups to the tasking group, click the 'Assign Activity GroupsGroup' tab.
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image | MTG Assign.jpg |
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title | Fig.291 Maintain Tasking Group - Assign Activities |
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- Click the 'Select Activity Groups link in 'Assign Activity Groups' tab. The activity groups will be listed in 'Search Results' section of the Search Activity Group screen.
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- ' link and a popup screen will appear.
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image | MTG Select Act.jpg |
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title | Fig.292 Maintain Tasking Group - Searching Activities |
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- Search
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- for particular records by providing the Activity Group Name and click Image Added.
- Select the Select check box of individual activity groups in the list.
- Click Submit. The Image Added and the selected activity groups will be listed in the selected 'Selected Activities Activity Groups' section in 'Assign Activity Group' tab of the Assign Activity Groups tab.
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image | MTG Search.jpg |
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title | Fig.293 |
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Maintain Tasking Group - Assign Activity |
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- To remove some of the activity groups from the tasking group, select the corresponding Delete check box for that activity group and click
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- Image Added to not assign that Activity Group to the Tasking group.
- Click
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- Image Added to save the tasking group.
Field | Description |
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Tasking Group Name | Type the tasking group name, which is alphanumeric (Combination of Alphabets and Numbers) |
Description | Describe the tasking group. |
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Searching Tasking Group
To search for particular tasking groups:
- Click Search Image Added in the Maintain Tasking Group screen , and the Search Tasking Group screen appears.
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image | MTG Search TG.jpg |
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title | Fig.294 |
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- To search for particular tasking groups, type the tasking group name.
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- names starting with a particular character,
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- character into the field. For example, to search
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- tasking groups starting with the character '
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- C' in the Tasking Group Name
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- 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.
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- Click Image Added
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- in the Search Tasking Group screen. The records for the selected criteria will be listed in the 'Tasking Group Search Results' section
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image | MTG Results.jpg |
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title | Fig.295 |
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View and Edit Tasking Group
The tasking groups can be viewed and edited from the 'Tasking Group Search Results' section in the Maintain Tasking Group screen. The tasking groups can be viewed or edited based on the privileges of the user.
To view and edit the tasking group:
- Search and list the tasking groups you want to view or edit in the 'Tasking Group Search Results' section by providing a search criteria (Refer Search Tasking Groups).
- Click the tasking group name 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.
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- You can search for particular records by typing the Activity Group Name.
- Select the Select check box of individual activity groups in the list
- Click Submit in 'Search Activity Group' screen. The selected activity groups will be listed in the selected 'Selected Activities Groups' section of Assign Activity Groups tab.
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- You can remove some activity groups by selecting the Delete check box of individual activity group in 'Assign Activity Group' tab and click 'Save' to not assign the Activity Group to the tasking group.
- Change the required fields and click Save to save the changes.
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- The field Tasking Group Name cannot be edited.
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- To assign activity groups to the tasking group, click the Assign Activity Groups tab.
- Click the Select Activity Groups link in 'Assign Activity Group' tab. The activity groups are listed in the 'Search Results' section of the Search Activity Group screen.
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- Change the required fields.
- Click Image Added to save the changes.
- If you have made the changes in the fields and do not want to save the details, click
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- Image Added before you save the changes.
- If you want to add a tasking group at this point, click
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- Image Added to clear the fields and to bring the screen to the add mode.
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