SAM V1:Tasks
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The tasks table records tasks that service providers must perform as a result of a meeting or contact with students. The tasks table serves as a tickler file to record future tasks that must be completed by an established date. A task is performed for a student, thus tasks is a child table of students and many task child records may exist for a single student parent record.
Assigned To
When a task is created, an email will be sent to the individual assigned to perform the task.
Fields
The fields of the tasks table are:
Field | Description |
---|---|
Date Created | Date record was created. |
Date Modified | Date record was last updated. |
Task ID# | Unique ID# of the record. |
Record Owner | User who owns the record. |
Last Modified By | User who last modified the record. |
Assigned To | Individual responsible for completing the task. The default value is the current user. Assigned To is required. |
Cancelled Date / Time | The date and time the task was cancelled. Cancelled date / time is required if the task status is set to cancelled. |
Completed Date / Time | The date and time the task was completed. Completed date / time is required if the task status is set to completed. |
Due Date / Time | The date and time the task is due to be completed. Due date / time is required. |
Duration | The number of hours spent to complete the task. |
Group / Individual | The group or individual responsible for completing the task if the assigned to value is not a specific person. |
Notes | Notes regarding the task. The notes field is a cumulative field and date stamped with the date, time and user adding the notes. |
Status | Status of the task: Pending, Completed, Cancelled. The default value is pending. Status is required. |
Student ID | The student the task is related to. Student ID is required. |
Task | Description of the task to be performed. Task is required. |
Type | Type of task: Proctor Test, Schedule Meeting, etc. Type is required. |