Changing the Status of a Task Manually

The status of a task is automatically entered into the ConnectCare service portal. However, you can change the status of a task yourself, depending on how your account was setup. An example of when a status would need to be manually changed by a user is if a task’s cycle tape was not received because the interface to the ConnectCare service portal was down.

NOTE:  The exported CSV file will show that the user manually changed the status. The Last Updated By column in the file will contain the user’s name instead of the word “System.” The Export to CSV button is located beneath the list of tasks under the Operator Assistant tab.

To change the status of a task, perform the following steps.

Steps

Step 1. Go to the Dashboard screen of the ConnectCare service portal. Near the center of the Dashboard screen, there is an area that shows a summary of various performance metrics. When the Dashboard screen opens, the Service Visits Summary (Weekly) tab is automatically selected.

Figure. Dashboard screen (Service Visits This Week tab)

Step 2. Select the Operator Assistant tab. A list of scheduled tasks displays. It is shown below.

Step 3. Find the task whose status you want to change. Place a checkmark in the checkbox of the task (first column of the row).

Step 4. Click on the button that contains the word “Status” located beneath the list of tasks. Its drop-down menu displays. The contents of the drop-down menu depend on the type of equipment and whether or not the equipment is connected.

Step 5. Select the desired menu option.  

Step 6. Click on the Save button. The status of the task is changed.

Figure. Dashboard screen (Operator Assistant tab)