Task
A task assigns a specific action to an individual who has to complete it within a given period of time. Operators usually create tasks from an incident report or an event and assign them to other employees. Tasks display on assignees’ home pages once they are assigned.
Go to
to see a list of assigned tasks. You can filter the list by task type, start date, due date, and status.A unique icon helps them see quickly what type of task they have been assigned. The table below describes the types of tasks you can create in IMS.
Icon | Task Type | Description |
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General Purpose |
A general purpose tasks requires users to complete a specific task, such as cleaning up after a spill. |
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Assign Training |
You are presented with two options when you select an Assign Training task. The options are described below.
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Create Injury Record |
A create injury record tasks requires an assignee to create an injury record for an injury related to the reported incident. |
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Investigation |
An investigation task requires an assignee to investigate the reported incident. You must choose the type of investigation that the assigned employee must complete as they record information about the incident. IMS includes several standard investigation forms and also allows you to create custom forms. For more details about each, see the Investigation Forms section below.
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Maintenance |
A maintenance task requires an assignee to complete a maintenance task. |
You can monitor tasks using statuses. The statuses are described below.
Icon | Status | Description |
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Not Started |
A user created and assigned the task. |
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In Progress |
The assignee opened or accepted the task. |
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Pending Verification |
The assignee indicated that he has completed the task, but the verifier has not checked it yet. This applies only if the task owner assigned a third individual to verify that the task was completed. |
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Verification Failed |
This status indicates the verifier failed the assignee’s attempt at completing the task. |
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Completed |
The status indicates that the task is complete, including verification if it was required. |