Assign workflow tasks

This section describes how to search for and assign workflow tasks.

To make a workflow task assignment

1. From the Administration menu, select Workflow & activity > Assign task.

2. Select each task you want to assign or reassign.

   If you do not see the task you are looking for, select Search and complete the search fields.
   

   Search field	Action
   Alternate ID	If your agency uses Alternate IDs to display permit application numbers, enter the alternate identification number for the permit application that contains the workflow task you want to find.
   Record ID	If your agency uses Record IDs to display permit application numbers, enter the record identification number of the permit application that contains the workflow task you want to find.
   Date	Use the calendar icon to select the date range or exact creation date of the workflow task. You set the default date range at the super agency level in the Workflow assign task date from default value field.
   Department	Use the drop-down list to choose the department responsible for the workflow task.
   Staff	This list filters based on the selected department. Select the staff member responsible for the workflow task from the list.
   Task	Enter the name of the workflow task.

3. Select Assign.

   

4. Complete the Workflow assign task fields.

   Field	Action
   Department	Use the drop down list to choose the department responsible for the workflow task.
   Due date	Use the calendar to choose the date by which the workflow task must be complete.
   Staff	Use the menu to select the staff member responsible for the workflow task. Select Current user to populate this field with the current user’s name.
   Workflow calendar	Use the list to choose the workflow calendar the workflow task applies to.

5. Select Submit.

   Task detail fields table

   Field	Description
   Action by (Department)	The department that last updated the task status.
   Action by (Staff)	The individual who last updated the task status.
   Assigned date	The date of the task assignment or the date of changes to the task assignment.
   Assigned to (Department)	The department currently responsible for completing the task.
   Assigned to (Staff)	The individual currently responsible for completing the task.
   Record ID	The record to which the task belongs.
   Record type	The type of record to which the task belongs.
   Comments	Any comments about the current status.
   Due date	The expected completion date for the task. If you are searching for a task, you can select the calendar icon located next to the From and To fields to specify a date range. Civic Platform supplies these dates in the corresponding fields.
   Duration (Days)	The estimated number of days necessary to complete this task. Your system administrator determines this value when setting up the standard workflow process.
   Parent task	If the current task is a sub-task, this is a description of the parent task that the sub-task belongs to.
   Status	The current status of the task.
   Status date	The date when the task reached its current status.
   Task	The name of the task.