Task inboxes

The My Tasks inbox shows all tasks assigned to you. Use the tabs at the top of the screen to switch between different types of tasks:

• To Do: Tasks and reports you need to work on
• Recently Submitted: Tasks and reports you have submitted for review

If your organization uses the Case Management module, you will see two additional tabs:

• Report Tasks: Reports you need to work on, including case documents
• Case Tasks: Case tasks you need to work on

The most recently updated tasks appear at the top of each tab. Use the filters to refine which tasks are displayed:

To Do	Report Tasks	Case Tasks	Submitted
Created By Date Assigned Date Created Date Updated Due Date Incident / Report ID Incident Report From Date Last Assigned By Report Purpose Request Date Task Action Task Type Time Report Created	Created By Date Assigned Date Created Date Updated Incident / Report ID Incident Report From Date Last Assigned By Report Purpose Time Report Created	Created By Due Date Incident/Report ID Request Date Task Action Task Type	Arrest Assignment Created By Date First Submitted Date Updated Incident / Report ID Incident Report From Date Last Approved By NIBRS Offense Category Offenses Report Purpose Task Action Time Report Created Urgency

The following information is included for each task:

Task column

• If the task is flagged as Urgent
  • These tasks appear at the top of the list.
• If the task was Recently Routed
  • The Recently Routed label appears on all tasks routed to you within the last 7 days. After 7 days have passed, the label disappears if the task is still in the inbox.

• Report information, including:
  • The task name and the Report ID
    • Selecting the task name opens the report.
  • The district
  • The offense and a summary of offense information (incident reports only)
  • The date and time the incident occurred (incident reports only)
• Associated incident information, including:
  • The Incident ID associated with the report
    • Selecting the Incident ID opens the incident profile.
  • The number of other reports associated with the incident

Author column

• Who created the report
• When it was submitted
• When it was last updated

From column

• Who assigned the task
• When the task was assigned

• Routing notes left by the user who assigned the task

Report finalized due date column

• The date the report should be finalized
  • If the date has passed, it will turn red.

Actions column

• For Write and Revise tasks, a More Actions [...] menu with reassignment and deletion options

• For Do, Review, and Rereview tasks, a Reassign button
• For case tasks and documents, an Update button that opens the task where you can begin working on it

Supervisor Tasks inbox

Supervisors responsible for reviewing reports have access to a Supervisor Tasks inbox. (This inbox name may vary by organization.) The inbox filters by default to only show the reports assigned to your District.

The three tabs at the top let you to switch between different groups of tasks:

• To Do: Reports submitted for supervisor review
• Pending Submission: Includes
  • Reports not yet submitted for review
  • Reports reviewed by a supervisor and returned to the report author/contributors for revision
• Submitted: Reports approved by a supervisor and sent to Records for review and finalization

The most recently updated tasks appear at the top of each tab. Use the filters to refine which tasks are displayed:

• Arrest
• Assignment (doesn't appear on the Pending Submission tab)
• Contributor / Author
• Date First Submitted
• Incident Report From Date
• Date Updated
• Incident / Report ID
• Report Purpose
• NIBRS Offense Category
• Task Type
• District
• Task Action
• Time Report Created (doesn't appear on the Pending Submission tab)
• Offenses
• Urgency

The following information is included for each task:

Task column

• If the task is flagged as Urgent
  • These tasks appear at the top of the list.
• Task action (Review or Rereview)
• Start/Continue Review buttons
• Assign/Reassign buttons
• A dropdown arrow that reveals all contributions that make up that report

Report column

• Report information, including:
  • The task name and the Report ID
    • Selecting the task name opens the report.
  • The district
  • The offense and a summary of offense information (incident reports only)
  • The date and time the incident occurred (incident reports only)
• Associated incident information, including:
  • The Incident ID associated with the report
    • Selecting the Incident ID opens the incident profile.
  • The number of other reports associated with the incident

Contributor column

• Who created the report
• When it was submitted
• When it was last updated

Routed By column

• Who assigned the task
• When the task was assigned

Selecting the dropdown arrow at the bottom of any task row reveals a list of all contributions in that report (if multiple users worked on the report). You can assign/reassign the review of each contribution from here.

Records Tasks inbox

Users who review and finalize reports can access the Records Tasks inbox. The inbox filters by default to only show the reports assigned to your District. The three tabs at the top let you switch between different groups of tasks:

• Unassigned: Reports submitted to Records for finalization but not yet assigned to a clerk
• Assigned: Reports submitted to Records for finalization and assigned to a reviewer (These tasks will also appear in that user’s My Tasks inbox.)
• Pending Revision: Reports reviewed by Records and returned to the report author/contributors for revision

The most recently updated tasks appear at the top of each tab. Use the filters to refine which tasks are displayed:

• Arrest
• Assignee (Assigned tab)
• Author
• Date First Submitted
• Date Updated
• District
• Incident / Report ID
• Incident Report From Date
• Last Approved By
• Last Rejected By
• NIBRS Offense Category
• Offenses
• Report Purpose
• Task Action
• Task Type
• Urgency

The Unassigned and Assigned tabs include the following information for each task:

Task column

• If the task is flagged as Urgent
  • These tasks appear at the top of the list.

• Report information, including:
  • The task name and the Report ID
    • Selecting the task name opens the report.
  • The district
  • The offense and a summary of offense information (incident reports only)
  • The date and time the incident occurred (incident reports only)
• Associated incident information, including:
  • The Incident ID associated with the report
    • Selecting the Incident ID opens the incident profile.
  • The number of other reports associated with the incident

Date Created column

• When the report was first created

Author column

• Who created the report
• When it was submitted
• When it was last updated

Last Approved By column

• Who approved the report
• When it was approved
• Routing notes left by the user who approved the task

Assignee column

• Assign/Reassign buttons

The Pending Revision tab includes the following information for each task:

Pending Revision column

• If the task is flagged as Urgent
  • These tasks appear at the top of the list.

• Report information, including:
  • The task name and the Report ID
    • Selecting the task name opens the report.
  • The district
  • The offense and a summary of offense information (incident reports only)
  • The date and time the incident occurred (incident reports only)
• Associated incident information, including:
  • The Incident ID associated with the report
    • Selecting the Incident ID opens the incident profile.
  • The number of other reports associated with the incident

Author column

• Who created the report
• When it was submitted
• When it was last updated

Last Reviewed By column

• Who reviewed the report
• Routing notes left by the user who reviewed the report

NIBRS Disposition Review inbox

Some agencies require Records Review of NIBRS case disposition updates. Users who review and approve/reject NIBRS disposition update requests can access the NIBRS Disposition Review inbox. The four tabs at the top let you switch between different groups of tasks:

• Unassigned: Disposition update requests submitted to Records for review but not yet assigned to a clerk
• Assigned: Disposition update requests submitted to Records for review and assigned to a reviewer (These tasks also appear in that user’s MyTasks inbox.)
• Rejected: Disposition update requests that have been rejected by Records
• Approved: Disposition update requests that have been approved by Records

The most recently updated tasks appear at the top of each tab. Use the filters to refine which tasks are displayed:

• Author Submitted Date
• Assignee
• Incident / Report ID
• Incident Report From Date
• Offenses

The tabs include the following information for each task:

Task column

• The task name and the Incident ID
  • Selecting the task name opens the case profile.
• The offense and a summary of offense information

Requested Disposition column

• The NIBRS disposition that the person who updated the case has requested

Last Routed By column

• The supervisor who last routed the update request
• When it was routed
• Notes left by the supervisor who routed the request

Assignee column (only appears on the Unassigned and Assigned tabs)

• The user currently assigned to the request
• An Assign or Reassign button

Task column

• Report information, including:
  • The task name and the Report ID
    • Selecting the task name opens the report.
  • The district
  • The offense and a summary of offense information (incident reports only)
  • The date and time the incident occurred (incident reports only)
• Associated incident information, including:
  • The Incident ID associated with the report
    • Selecting the Incident ID opens the incident profile.
  • The number of other reports associated with the incident

• A dropdown arrow that reveals all contributions that make up that report and corresponding Assign/Reassign buttons

Author column

• Who created the report
• When it was submitted
• When it was last updated

Last Action By column

• Who last updated the task
• When that action was taken
• Routing notes left by the user who assigned the task

Assignee column

• For Write and Revise tasks, a More Actions [...] menu with reassignment and deletion options

• For Do, Review, and Rereview tasks, a Reassign button
• For case tasks and documents, an Update button that opens the task where you can begin working on it

The Recently completed tab includes the following information for each task:

Report column

• Report information, including:
  • The task name and the Report ID
    • Selecting the task name opens the report.
  • The district
  • The offense and a summary of offense information (incident reports only)
  • The date and time the incident occurred (incident reports only)
• Associated incident information, including:
  • The Incident ID associated with the report
    • Selecting the Incident ID opens the incident profile.
  • The number of other reports associated with the incident

Author column

• Who created the report
• When it was submitted
• When it was last updated

Finalized By column

• Who finalized the report
• When that action was taken
• Routing notes left by the user who finalized the report

Selecting the dropdown arrow at the bottom of any task row reveals a list of all contributions to that report (if multiple users worked on the report). Select Assign/Reassign to assign the review of the contribution. Select More Actions […] > Reassign contributor to assign the contribution to be written by a different user.