To create a new ASB task definition

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The procedure to create a new ASB task definition is as follows:

  1. Navigate to Quick Menu > ASB > Configuration > ASB Task Definition. The ASB Task Definition Configuration window is displayed.
  2. Click on New Task Definition 1. All fields are activated ready for data entry and the Classification is automatically set to ASB.
  3. Using the Companies drop-down field, multi-select all companies for which this ASB task definition is relevant, or choose the All option, as required 1.
  4. Enter a Description for the ASB task definition into the field provided 2.
  5. Use the Information text field to add supporting contextual data that is relevant to the progression of the task i.e. an introduction to the task, as presented to the assigned owner.
  6. Using the Housemark action type drop-down field, select a corresponding parameter value to facilitate ASB benchmarking submissions and sector analysis 3.
  7. Where the task relates to the perpetrator in an ASB case, activate the Relates to perpetrator tick box provided.
  8. Where the task relates to the complainant in an ASB case, activate the Relates to complainant tick box provided.
  9. Where the task relates to an additional stakeholder in an ASB case, activate the Relates to associated contact tick box provided.
  10. Where progression of the task is reserved for unidentified perpetrators or complainants, activate the Create task for unknown contact tick box provided.
  11. Optionally, where the task definition can be employed repeatedly within the same overarching ASB case, activate the Allow multiple instances tick box provided.
  12. Where a Cost is associated with the progression of the task, enter the amount into the field provided; the Up and Down arrows are available to increment or decrement the value, as required. The associated Cost type must also be specified using the adjacent drop-down field 4.
  13. Where the task's conclusion will influence future decisions in the context of the wider workflow path, activate the Outcome applicable tick box provided and multi-select the relevant Outcome types using the adjacent drop-down field 5.
  14. Where task progression responsibility must remain with the assigned owner, activate the Can only be managed by owner tick box provided.
  15. Choose an Effective from date for this ASB task definition i.e. the date on which it came into effect 6.
  16. Choose an Effective to date if the ASB task definition status is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the definition will never expire.
  17. Click on Save 7.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as required; the All tick box will be automatically removed once an item is deselected.

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Task Definition button is inactive.

2 System validation rules ensure that the description entered for each new ASB task definition is unique for the effective period.

3 The system preference Use ASB Housemark fields determines the availability of this external benchmarking option.

4 These custom values can be populated by the end user via the general lookup parameter entitled ASB Cost Types.

5 These custom values can be populated by the end user via the system parameter entry form entitled System Case Task Outcome Types, selecting the ASB classification heading.

6 The Effective from date defaults to the current system date and cannot be left blank.

7 To amend the details of an existing ASB task definition, select a task from the alphabetical list (or enter its name into the Search Task Definitions field) and repeat steps 3 through 16. By default the list is filtered to show Current ASB task definitions. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations. Only a limited number of fields can be updated once a record has been created.


See related topics...

ASB task maintenance overview

To add an information field to an ASB task definition

To allocate a role to an ASB task definition

To allocate a user to an ASB task definition

To add an SLA target to an ASB task definition