Operators typically assign specific tasks to other employees
to follow up on an incident. For example, if a spill is reported, you can assign a task to
have someone clean it up. If safety actions were not followed, you can assign a task to have
employees go through training again.
For more information about the types of tasks you can create, see the Task
topic.
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Go to the .
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Select an observation on the News Feed.
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Click the
Assign Task
button on the observation record toolbar.
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Provide the informatin below on the Create Task window.
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Type a title describing the task in the Title field. This is a
required field.
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Select the type of task you are assigning
in the Type field. The type options are General Purpose, Assign
Training, Create Injury Record, Investigation, and Maintenance. For more
information about the types of tasks you can create, see the Task topic.
- When you assign a training task, you have
the option to create the training assignment for a user or, if
you do not have security to create training assignments, to ask
another employee, such as your supervisor, to create the
training assignment.
- When you create the training assignment
directly, the task has a Completed status from the beginning
because you assign training when you create the task.
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Check the Corrective Action box if the task represents a
corrective action.
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Check the Urgent box if the task is urgent.
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Indicate who is responsible for
completing the task in the Assigned To field. This is a required field.
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Type a due date. This is a required field.
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If another employee should verify that the task has been
completed as expected, enter his name in the Verify Completion By field.
When the task assignee completes the task, the system creates a
verification assignment for this user and the assignment displays on the
user’s home page.
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Type instructions for the task assignee on the Instructions
tab. This is a required field.
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Attach any files with additional
details on the Attachments tab.
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Add tags to help you better
report on this task on the Tags tab.
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Click Save when you are done.
Note: Assignees must have the minimum security role of IMS worker in order for the assigned task to display on the their home page.
Otherwise, the task will not display.