Creating scan tasks

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • Create a scan task to facilitate task assignments from the finding of a record.

    Before you begin

    Role required: scan_user

    Procedure

    1. In the navigation filter, enter scan_task_list.do.
    2. Select New to create a new scan task.
      The Scan Task form appears.
    3. Fill in the following fields in the form.
      Table 1. Scan Task form details
      Field Description
      Number Auto-generated task number
      Assigned to Person responsible to work on the task
      Assignment group Group responsible to work on the task
      Active Option to activate task
      State State of the task.
      • New
      • In Progress
      • On Hold
      • Resolved
      Short description Brief description about the task
      Description Additional information about the task
      Work notes Additional notes
      Note:
      The scan_user can assign the task only to a non-scan_user. The user to which the task has been assigned also gets the same privilege as the scan_user.