Tasking Group

A Tasking Group in ProTrack Warehouse is used to group together similar Activity Groups for reporting.
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, delete and print tasking groups in the system and also assign or remove activity groups. Each Tasking Group will have two or more Activity Groups assigned to it.

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2. To access the Maintain Tasking Group screen:

1. 1. Log in to ProTrack Warehouse.
   2. Select the Tasking Group under the Maintenance menu. The Maintain Tasking Group screen appears.

Maintain Tasking Group
The tabs in the Maintain Tasking Group screen are:

• Tasking Group - shows the details of the tasking group.
• Assign Activity Group - shows the activity groups assigned to the tasking group. You can add or remove activity groups.

Add Tasking Groups

1. You can add a new tasking group by using the Maintain Tasking Group screen. You can add activity group to a tasking group. At least two activity groups should be added to a tasking group.
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3. To add a new tasking group:

1. 1. Access the Maintain Tasking Group screen (Refer Access Tasking Group).
   2. Type the Tasking Group Name and Description.

Maintain Tasking Group - Add Tasking Group

1. 1. To assign activity groups to the tasking group, click the Assign Activity Groups tab.
   2. 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.

Maintain Tasking Group - Assign Activity Group

• You can search for particular records by providing the Activity Group Name.

1. 1. Select the Select check box of individual activity groups in the list.
   2. Click Submit. The selected activity groups will be listed in the selected 'Selected Activities Groups' section in 'Assign Activity Group' tab of the Assign Activity Groups tab.

Maintain Tasking Group - Assign Activity Group

• If you want to remove some of the activity groups from the tasking group, select the corresponding Delete check box for that activity group and click 'Save' to not assign that Activity Group to the Tasking group.
  1. Click Save to save the tasking group.

Search Tasking Groups
Tasking groups can be searched for by providing the following search criteria in the Search Tasking Group screen:

• Tasking Group Name

1. To search for particular tasking groups:
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   1. Click Search in the Maintain Tasking Group screen, the Search Tasking Group screen appears.

Maintain Tasking Group - Search Tasking Group

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

• To list the Tasking Groups with Tasking Group Names starting with a particular character, you can use the Wildcard character, '%' (to represent a group of characters). For example, to search the tasking groups starting with the character 'T', enter 'T%' in the Tasking Group Name field to list tasking groups such as 'TaskGroup1', 'Test Group' and so on.
  1. Click Search in the Search Tasking Group screen. The records for the selected criteria will be listed in the 'Tasking Group Search Results' section of the Maintain Tasking Group screen.

Maintain Tasking Group - Tasking Group Search Results

• If no search criteria are specified, all the tasking groups are listed in the 'Tasking Group Search Results' section.

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.

1. To view and edit the tasking group:

1. 1. 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).
   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.

Maintain Tasking Group - Edit Tasking Group

• The field Tasking Group Name cannot be edited.

1. 1. To assign activity groups to the tasking group, click the Assign Activity Groups tab.
   2. 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.

Maintain Tasking Group - Assign Activity Group

• You can search for particular records by typing the Activity Group Name.
  1. Select the Select check box of individual activity groups in the list
  2. 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.

Maintain Tasking Group - Assign Activity Group

• 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.
  1. Change the required fields and click Save to save the changes.

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