Tasks Overview

Within Locata we have created a series of screens which allow you to request work to be carried out by other staff members within the Locata partnership. 

Please Note that 

There are currently two types of task which can be created, 

• General, which can be used to prompt any sort of work to be carried out.
• Verification, where requests to verify a member are set up and processed.

Below is a list of the screens you will need to access, these screens will be described and tell you how to manage tasks:

Navigation to the Tasks Screen View

The Task List Screen View

Verifying a member directly for a shortlist View

Create New Task Overview

Creating a New Task

Task Summary Screen

New Task Screen

Member Search Screen

Create Task Button

External E-mail View - Worked Example

Please Note: The following pages describes some of the pages you may see in your own back office others will be similar but different in the detail. They will do the same process, however they may be named or organised differently dependant on the scheme. The system is flexible and configurable to specific schemes and their choice and not all functionality may be present in your own scheme, the pages all perform and act in the same way so processes may vary.