Supervise Tasks

Supervise Tasks is where supervisors, team leaders, and managers can view all work outstanding, who it is assigned to and what's close to being late or is already late.

The functionality of this screen is similar to My Tasks in terms of what the user sees, it's just in the context of all user's work.

The extra functionality available is:

Reallocation

From within the Supervise Tasks screen there is a check box on the far left column. If this is clicked the 'Supervisor' can re-allocate an item or items to another officer:

Selecting some items to reallocate leads the 'Reallocate' button appearing

When the Reallocate button is clicked the user can indicate who should be reallocated the work:

Reallocating some processes

Filter by user

There is a search/filter on Supervise Tasks just like My Tasks. But with the filter on Supervise Tasks it is possible to filter the tasks by user:

Filtering results by allocated user

Note that the ability to Export to CSV is only available if you are licensed for the OpenProcess Export to CSV functionality.

Access

In order that a person can access the Supervise Tasks screen they must be assigned to a permissions group that is linked to the Supervise Tasks status on a process.