The Tasks dashboard shows those "tasks" that are created within the system when the essensys Platform is used to manage services, update switches, and provision and activate telephony at your site or sites.
Viewing tasks as they are completed lets you monitor the health of your system and raise issues for assistance where tasks are in the pending state.
Tip: You can filter the tasks shown on the dashboard by date, by status, by occupier, and by operator (user).
View tasks at a site
Accessing the Tasks page
From the main menu, click Operations.
The Operations page opens.Click the Tasks tab.
The Tasks page opens for the site at the top of the site list.If you want to view the tasks associated with a different site, select that site in the site list.
Viewing Tasks
Filter the dashboard to show the tasks you're interested in.
Use the Calendars to select a date range.
Optionally, select filters to reduce the number of tasks in the view.
For details of the available filters, see Task Filters.
View an individual task in the dashboard.
Each task is a single row in the table. For more information, see:Tip: If the description of the task takes up more than the space available, an ellipsis (...) is displayed at the end of the row. Hover over the ellipsis to view the full description for the task.
Raising a case
Where tasks are in a Pending state, you can raise a case with essensys support to investigate the issue.
Tip: We recommend that you wait for an hour before you raise a case against any pending task.
Hover over the task that you want to raise a case for.
The Create support case button displays.
Click the Create support case icon.
The Create a support case dialog box opens. The dialog box is automatically populated with the details of the task.Click Submit to create the case.
The case is raised with essensys. The Confirmation dialog box opens, confirming that the case is raised.Take a note of the case ID and click OK to close the notification.
Tip: Once created, you can monitor and update the case in the essensys Platform support pages. For details, see Raise a support case.
Tasks details
Note: It is important to note that there may be multiple tasks created to fulfill one action. You should review all tasks with the same, or similar, time-stamps to ensure that you understand the tasks and their interrelations.
Task Filters
The task filters above the dashboard allow you to control which tasks are shown in the dashboard.
Warning: Be aware that selecting two or more filters will apply all selections. For example, selecting to filter by the pending status and a specific occupier will result in only the tasks that match both filters (that are both pending and associated with the selected occupier) being shown.
Field | Description |
Start and End date:
| Use the two calendar tools to filter the dashboard to show only those tasks between the selected dates. By default, today's date is selected. |
Pagination:  | Where there are more tasks than fit on a single page, use the pagination controls at the top right to:
|
Task Status | The default, All statuses, shows all tasks, regardless of status. You can filter the task list to show only those tasks with one of the statuses:
|
Occupier | Filter tasks by associated occupier. The options are:
|
Operator User | Filter tasks by associated operator user. The options are:
|
Tasks Dashboard
Note: Not all columns will contain a value. For example, some tasks may not contain an associated operator or task ID. This is normal and depends on the type of task being viewed.
Field | Description |
Task Status | The status of the task can be:
Info: Where the status is Pending, you can raise a case against the task for investigation by essensys support. We recommend waiting for an hour before you raise a case against a pending task. |
Date / Time | The time and date when the task was created. |
Description | The description of the task. Indicates the data change that the task involves. Tip: If the description of the task takes up more than the space available, hover over the ellipsis (...) to view the description in full. |
Occupier | The name of the occupier that the task is associated with. |
Operator user | The name of the operator user (team member) that the task is associated with. |
Task ID | The identifier used by essensys support staff. Note: Not all tasks have a task ID. |
Message:
| This status message indicates either:
|
Raise a case | Where the task is in the Pending state, the Raise a case button is offered to allow the operator to raise a case with essensys. For details of the fields on the dialog box that opens, see Raise a case. |
Task Statuses
Field | Description |
Completed | The task was successfully completed. |
Pending | The task is currently underway, or otherwise pending completion. |
Rejected | The task has stopped, but was not completed due to a validation error. In this case, you should retry the task, checking that your details are valid. If it is rejected again, Raise a support case. |
Raise a case
All fields are populated automatically with details from the selected task, and those details cannot be edited. This ensures that the information about your task is supplied in full to the essensys support team.
Field | Description |
Occupier / Operator | The name of the occupier or operator associated with the task. |
Contact | The username of the person who initiated the task. |
Case area | Task service. |
Case reason | Pending task. |
Subject | The identification details for the task. |
Description | The full description associated with the task, as seen in the task list. |
Further information
Once a case is created, you can monitor and add comments and attachments to it in the support pages. For details, see Raise a support case.