Location: Manage Tasks/New Task
Use the following steps as a guide to assign a task to a CPAS user:
Select the New Task event from the Manage Tasks process.
Enter the following information into the appropriate fields.
Subject (e.g. 'Add new member record' or 'Run termination calculation for Mr. John Jones').
Assigned To (Select from a list of all administrators with a User ID in CPAS).
Task Priority (Regular, Critical, Invalid).
Due Date (Use the CPAS Calendar).
Remarks (Type in any helpful information).
Attachment (Use the Browse button to select the path and name of the document to be attached).
Click Next to advance to the 'Set task details' page.
Enter the following information:
Member Key or SIN (i.e. if you are setting up as task for an existing member.)
Employer
Plan (Select from menu listing all client plans.)
Process (Select from the menu listing all of the processes that have been set up for you.)
Event (Select from the menu listing events available for the selected process.)
Click Next to view the Summary.
If the Summary is correct, click Finish.
CPAS adds your new task to the Web Administrator’s To Do List.
Build 1120
