Data Acquisition - Tasks Management and Update

1. Tasks management

Info

This section is intended for Capture task Coordinators.

 

 

1.1 Task creation

Step 1 - Click on "+ NEW TASK" to create a new task from scratch in the Data Acquisition Module.

 

Step 2 - Indicate the different information related to the Data Acquisition task, at this stage, the minimum information required is the corresponding Company and the Task name. The new task created appears in the "Pending" section of Data Acquisition.

 

1.2 Task deletion

Info

Deleting a task linked to Season Planner will remove the link between the Data Acquisition task and Season Planner task. In the Season Planner, the task will have the status “No capture task” and the button “VIEW TASK” will no longer be displayed.  It will be necessary to generate the capture task again from the season planner (see Season Planner - Creation of Data Acquisition Tasks).

 

 

1.2.1 Unitary task deletion

From any view, use the 3 dots menu of the desired task and click on "Delete".

 

1.2.2 Bulk tasks deletion

In the Listing view, select the tasks you want to delete and click on "Delete tasks".

 

2. Update of task status

Info

This section is intended for Capture task Coordinators and Capture task Editors.

 

 

2.1 Unitary task rejection

Click on “REJECT TASK” from the task details page (in "Assigned" status").

 

2.2 Bulk task rejection

In the Listing view, select the desired tasks (in “Assigned” status) and click on "Reject tasks".

 

2.3 Task completion

Click “SET AS COMPLETE” on the task details page (in the “Data submitted” status).

2.4 Bulk tasks completion

In the List view, select the desired tasks (with the status “Data submitted”) and click “Complete tasks”.

 


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