Using Task Lists

When a user logs in to MDO, the list of tasks assigned to them is displayed in their Task List. The received requests are shown in the Inbox while the requests which have been sent are shown in the Outbox. The Sender and Requester names are listed along with the Request Detail. Users can also apply filters to the task list.  

There are different functionalities available within MDO for actioning a task received. These are explained below:

  • Excel Connect (Mass Records) task requests have the following options:

1. View: Selecting View enables the user to view the task detail. The detailed summary of all the records in excel connect present for approval will appear. From here the user can Approve, Send  for correction  or Download the records. The approved task is sent to the next workflow step. 

2. Send for Correction: If the task is incorrect, the user can choose Send for Correction.  Upon selection the user can record a reason for the correction. Then the task, along with the reason will be sent back to the requester. 

3. Forward: MDO allows users to forward the task to another person in the organization with the same role and responsibilities. Click on Forward and select the user from the list. Then click on Forward Task. 

4. Claim: When a task is assigned to multiple users, one user can Claim the task. In this case, the task can only be performed by the person who has claimed it. Once claimed, the task is removed from the remaining user’s task lists. 

  

  • Single record tasks will have the following options: 

 

 

1. Execute: Execute will open the request form displaying the task details. The user can approve or reject the request by clicking on Approve or Send for Correctionselect Claim Request to complete the task themselves, and save any details against the task as Draft. 

2. Details: Clicking on Details will show the detailed summary of the task.

3. Forward: MDO allows users to forward a task to another person in the organization with the same role and responsibilities. Click on Forward and select the user from the list. Then click on Forward Task.

4. Claim: When a task is assigned to multiple users, one user can Claim the task. In this case, the task can only be performed by the person who has claimed it. Once claimed, the task is removed from the remaining user’s task lists. 

  

Search Filters 

MDO’s search functionality allows users to search for requests within the task list.  

By default, all tasks will be displayed in the Task List. There are, however, various search criteria which can be defined to structure how a user can search. These include: 

  1. Search Bar: Users can search for a request by entering the object number. 
  2. All Modules: MDO allows a user to search for tasks related to a specific module. In order to filter out tasks based on a module the user needs to choose module from the list. 
  3. Advance Search: Searches can be filtered by field values within a module.Once the module is selected, fields will appear. Select the value required and click on Apply. 
  4. Save Search: The searches performed in Advance Search can be saved as a variant. Each variant can be named and saved for future use. 
  5. Previous Search: Shows the list of all the saved filters. Users can select from the list and filter out the requests. 
  6. Due Date: This feature allows users to filter the task based upon the due date which helps in prioritizing tasks. 
  7. Ascending ByUsers can filter task requests in increasing order of Request or Due Date. 
  8. Descending By: This allows users to filter requests in descending order of Request or Due Date. 
  9. Received Date: Requests can also be filtered based upon the date on which it is received by the approver. 
  10. Request Date: Request Date filter helps to filter requests based upon the date on which the request was sent by the initiator. 
  11. Flagged: This is helpful for users to filter records based upon priority – Critical, High, Medium or Low.