Search for a Task / Reminder

Use this procedure to search for a task and reminder.

Process Steps:

1. From the Left Navigation menu, select Tasks / Reminders, then Employee Tasks / Reminders.

   • The Employee Tasks / Reminders page displays.

2. In the Search Criteria section:

1. • Select the Task / Reminder Preferences from the dropdown menu. 

   • Enter the Employee User ID or click the search icon, enter search criteria, and select the appropriate worker identification number.

1. • Enter the Employee User ID or click the search icon, enter search criteria, and select the appropriate worker identification number.

   • Enter the Case / Application / Screening # or click the search icon, enter search criteria, and select the appropriate case, application, or waiting list screening number to narrow the search results.

   • Enter the Vendor ID or click the search icon, enter search criteria, and select the appropriate vendor number to narrow the search results.

   • Enter the user name of the individual who escalated the task and reminder in the Escalated From User field or click the search icon, enter search criteria, and select the appropriate user name to narrow the search results.

   • Select the Task / Reminder Type from the dropdown menu to narrow the search results.

   • Select the Disposition Type from the dropdown menu to narrow the search results.

   • Enter the potential starting date in the Task / Reminder Due Date Between field. The date can be entered manually using the mm/dd/yyyy format or by clicking on the calendar icon and selecting the appropriate date. 

   • Enter the potential end date in the End field. The date can be entered manually using the mm/dd/yyyy format or by clicking on the calendar icon and selecting the appropriate date. 

3. Click Search.   

   • Tasks and reminders matching the search criteria are displayed.

Results of the Procedure:

A task and reminder search is successfully completed.

Updated 05/02/2014