Overview
| Excerpt |
|---|
In this section, you can see how to link a task to a Visit Minute. |
Table of content
| Table of Contents | ||||
|---|---|---|---|---|
|
Step-By-Step
| Note |
|---|
|
Open your visit Minute eg.“VM-000142”
Scroll down to the “Action Plans" related list and click in "New Task”
Status colour Blue title Step 2
Status colour Blue title Step 4
Step 4 Description
2
1- In the “Grouping field”, write the name of the Action Plan”
2- Choose a Type of Action in the view menu. eg.“Commercial Follow-Up"
3- By default, the "Status" is "Open“
4- Click on the "Subject" field and write the title of the task
5- Click on the "Description" field and write the description of the task
6- Click on the "Root Cause" field and write the Root Cause of the task, if it is relevant
7- Click on the "Follow-up / Comments" field and write some comments about the task, if it is relevant
8- In order to link a task to a specific GPS axis, Click on the "GPS Axis" magnifier, if it is relevant
9- The field "Visit Minute" is automatically populated with the VM code you choose. eg.“VM-000142”
10- Click on "Save"
| Tip |
|---|
You can use the "grouping Field" as a label, in order to group different tasks for the same topic, same action plan... eg. a QM claim number. |
Status colour Blue title Step 5
Step 5 Description
Need help?
Status colour Blue title Step 6
Step 6 Description
| Include Page | ||||
|---|---|---|---|---|
|
Status colour Blue title Step 8
Step 8 Description
| Viewtracker | ||
|---|---|---|
|