Tasks are notifications of issues that should be addressed regarding a submission. Tasks reside in both My Expenses and My Time. Depending on your rule set, Tasks are presented with severity, rule type, field name and instructions on how to reconcile the task.
To learn more about Tasks, click here.
Task indicators (icons) are displayed in the main grid. Viewing the details of the task requires activating the Tasks tab.
To view Tasks perform the following:
- Click on the Task tab located at the bottom of the editor.
- You can also click the Tasks button located in the Display tool ribbon. This will remove the grid view and place the tasks in the main display pane.
Sorting and Filtering Tasks
If you have a large list of Tasks you can sort and filter them to accommodate your preference. To sort click on the header of the column. To apply a column filter, click on the small area in the upper right corner of the header and select the appropriate filter.
There are numerous ways to sort tasks. Click here to learn more.
You can also access sorting and filtering functions by right click on the header area and selecting the appropriate function.
Correcting Tasks
Click the item in the list to select it and the entry details will be shown in the slip-style form at the bottom of the screen. The reason for the violation will be shown in the list, and the details of the entry will be shown in the form below. You'll notice that the field with a Severity of Required or Error will have a red dot, this will help you quickly see the fields in violation. Make corrections in the time or expense entry form as defined by the rule instructions.
On the slip form you will also see a 'Tasks' tab that will have a number in parenthesis, this denotes the number of remaining Tasks associated with this entry. This number will decrease as you address Tasks, as long as no other violations are encountered. When a Task is resolved in the Task List you will notice it shows a green check mark and the 'Severity' is now 'Resolved'; also the number on the 'Tasks' tab should be reduced.
Once all violations have been addressed you can re-submit from this form.
Re-submitting Items
After corrections have been made, you may re-submit items from the MyTasks screen. Click the green Submit arrow in the slip form after making your corrections.
Filter Tool Ribbon
The Filter tool ribbon contains a filter for teams as well as the ability to create filters.
Team Filter
To change the Team Filter perform the following:
- Click the small black down arrow on the Team button and make the selection.
- The display pane will refresh show the changed data.
Creating a Filter
For specific examples on creating filters click here. The same method applies to both My Time and My Expenses. Only the available fields and conditions are different.
The flexibility in Juris Suite allows you to create custom filters. This is useful for arranging to reflect your display preferences. To create a custom filter perform the following:
- Click the Edit Filters button in the Filter tool ribbon.
- The Edit Filters window will open and prompt you to name the filter. Enter a name.
- Begin creating the rules associated with the filter. It begins with an IF statement. Select the criteria in the combo box.
- Select the next operand.
- Select the next criteria using the combo box. Selecting Prompt allows you to manually enter criteria when the filter is used. For example, if you select Creation Date and Prompt, you will have the opportunity to enter the date upon using the filter.
- To create another condition of the filter, click the green plus button.
- The default operand for the next line is AND, you can change that to an OR by clicking on the button. Continue to create the rules associated with the filter and click the Save button.
- When you have completed the filter you have two publishing options:
- Publish to Employee - allows a team member (employee
-
Publish to Team - Allow the entire team to access and use the filter.
- Select the team or members and move them to the Publish side of the window.
- Click the Save button.
- The filter will available in the Filters selection button. click the black arrow to reveal the selections.
Removing a Filter (Un-publish and Delete)
To remove a filter from publication, perform the following:
- Click the Edit Filters button in the Filters tool ribbon.
- Select the Filter to be removed from publication.
- Click the Publish Item arrow and select Unpublish Item.
- To Delete a filter, highlight the filter and click the red X button.
- Click Yes to confirm the deletion. The filter will be removed from the list.