You can view and edit TimeXpress SubTasks from the SubTasks configuration. Click SubTasks from the Administration menu to access SubTasks Management. The SubTasks configuration screen is shown below:
Ref | Element | Description |
A | Application Type Code | Use the dropdown to select the Application Type Code to view and edit SubTasks. The associated Tasks for that Application Type populate in the (B) Task Code dropdown. |
B | Task Code | Use the dropdown to select a Task Code to view, edit, and add SubTasks. All existing SubTasks populate in the (C) SubTask list. |
C | Task List and Filtering | Use the Filtering options to locate a specific SubTask. Select a SubTask from the list to view the details in the (D) Edit SubTask tab. |
D | Edit SubTask | Displays details for the selected SubTask. Some fields are editable. To save any changes, click Save in the (F) Actions. |
E | Add New SubTask | Click the Add New SubTask tab to add a new SubTask under the selected (B) Task. See the following sections for steps to add a new SubTask. |
F | Actions | You can take action on the selected SubTask. There are options to Save, Delete, view the Monthly Budget Plan, Adjustment of Disbursed Amount, the Beginning Balance, and the option to Clone Charge Codes. |