Complete A Task
To complete a task:
Navigate to the Assignments tab of the selected case folder, and select the task that requires completion
Click Complete. The Complete Task pop up window appears
Use the text editor to add a message regarding the work completed for the task
To attach a file to the workflow step, click Choose Files and select the desired attachments
Click the Add Journal Entry Attachments to the Email checkbox, if necessary
Click Complete. The pop up window closes, and the task progresses to the next step in the workflow. The user tasked with completing this task receives an assignment notification
Complete and Assign
To complete and assign a task:
Navigate to the Assignments tab of the selected case folder
Click Complete and Assign (Create) Task. The Assign Task pop up window appear
Select the Task Name from the Task Name drop down list
Select the Assignee Type from the Assignee Type drop down list. This selection prompts the next field.
Click the Magnifying Glass to select the assignee.
Enter the number of days until the assignment is due in the Due Days field. Users can select the nature of these days from the drop down list next to the field, as pictured below:
NOTE: eCASE offers expanded options beyond what is featured in the Basic tab. These tabs are covered in the subsections below.
If no additional changes are required in the Advanced or Notes tabs, click Continue
Complete and Assign Task Advanced Tab
eCASE features advanced completion options beyond what is offered in the Basic tab. To utilize the Advanced tab:
Navigate to the Assignments tab of the selected case folder
Click Complete and Assign (Create) Task. The Assign Task pop up window appears
Click the Advanced tab
Click the Enable Automatic Forward of Activity to Alternate checkbox. Additional fields appear
