The procedure to create a new home buy task definition is as follows:
- Navigate to Quick Menu > Home Buy > Configuration > Home Buy Task Definition. The Home Buy Task Definition Configuration window is displayed.
- Click on New Task Definition
1. All fields are activated ready for data entry.
- Enter a Description for the home buy task definition into the field provided 2.
- Use the Information text field to add supporting contextual data that is relevant to the progression of the task i.e. an introduction to the task, as presented to the assigned owner.
- Using the Case action task cancellation reason drop-down field, select the status parameter value to be assigned to the task in the instance where it is automatically cancelled via the parent case action.
- Using the Stage action task cancellation reason drop-down field, select the status parameter value to be assigned to the task in the instance where it is automatically cancelled via the parent stage action.
- Using the Case on hold status reason drop-down field, select the status parameter value to be assigned to the task in the instance where it is automatically placed on hold via the parent case action.
- Using the Companies drop-down field, multi-select all companies for which this home buy task definition is relevant, or choose the All option, as required
1.
- Using the Available communication definition drop-down field, multi-select the subset of communications that are relevant to this home buy task, or choose the All option, as required 3 1.
- Choose an Effective from date for this home buy task definition i.e. the date on which it came into effect 4.
- Choose an Effective to date if the home buy task definition status is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the definition will never expire.
- Click on Save 5.
Tip
1 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is de-selected.
Note
1 Upon first access, all fields are automatically activated ready for data entry; hence the New Task Definition button is inactive.
2 System validation rules ensure that the description entered for each new home buy task definition is unique for the effective period.
3 Only communication definitions categorised with the Home Buy Task entity are available for selection.
4 The Effective from date defaults to the current system date and cannot be left blank.
5 To amend the details of an existing home buy task definition, expand a company heading and select a task from the alphabetical list (or enter its name into the Search Task Definitions field) and repeat steps 3 through 12. By default the list is filtered to show Current task definitions. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations. Only a limited number of fields can be updated once a record has been created.
See related topics...
Home buy task maintenance overview
To create an SLA target for a home buy task definition
To create a new communication definition
