Field Definitions: WF Tasklist Form

The following is a list of field descriptions for the WF Tasklist form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Checklist Item Status Type

Select one, or multiple status types for filtering. If you deselect all checkboxes, the system automatically reselects the New and In Progress boxes for the search.

  • New – Use this option to search for all task and steps with a new status.

  • In Progress – Use this option to search for all tasks and steps with an ‘in progress’ status.

  • Final – Use this option to search for all completed tasks and steps.

Search By Date

Select a date filtering option.

  • None – Select this option if you do not want to use a date filtering option.

  • Due – Select this option to search for tasks and steps based on the due date.

  • Assigned – Select this option to search for tasks and steps based on the assigned date.

If you select either Due or Assigned, specify a date range in the Beginning Date and Ending Date fields.

Beginning Date/Ending Date

If you select either the Due or Assigned radio button in the Search By Date section, specify a date range in these fields.

Note: If you do not enter a date in either field, the system automatically enters yesterday’s date in the Beginning Date field and a date fifteen days later in the Ending Date field.

Status

Enter a status for the task/step, or press F4 to select from a list of valid statuses.

If you see these codes: 999997, 999998, or 999999, you should not use them. Instead, set up status codes for New, In Progress, and Final in WF Checklist Status Codes.

Completed Date

Enter the date you completed the task.