1. CS3055 Beacon Module 12 Task Manager
People and Technology Creating a Safer, Cleaner Environment
Updated 6/13
Welcome to the Clean Harbors Beacon Module 12 Training – Using Task Manager in Beacon
This course is coded CS3055 and is a conducted as a one time module or refresher as needed

2. Task Manager
Task Manager is a feature that allows access to view and manage all incidents (call notes, pipelines and collection notes) assigned to yourself or other users. Queries can be saved so they can be used in the future.
Result lists can be generated by using a number of filter criteria such as:
USERS: Enables searching by incidents that are assigned to a specific user.
DATE: Time can be used to define the beginning and/or end date of your search.
CONTACT METHOD/STATUS: Enables searching incidents by a specific status setting. i.e. Face to Face or Phone
ACCOUNT CLASS/PRIORITY: Enables searching by the account class(base, prospect or re-activation).
TYPE: Enables searching indents by determined categories.
KEYWORDS: Enables searching by a Corporate Account name.
Task Manager is a feature that allows you to access, view and manage all incidents (call notes, pipelines and collection notes) assigned to you or other users. You can save queries to rerun them as needed as well.
You can generate result lists using a number of filter criteria such as:

3. Task Manager Tabs
To search using Task Manager, select at least one record type to be returned in the results list. Select the record type by clicking the check box on the tab for Pipelines, Call Notes or Collection Notes. Either a single record type can be selected for the search or any combination of record types.

4. Common Tab
The Common tab contains items that are applicable to all of the items to be considered for the search. This tab contains options for keywords and date ranges. You can also indicate whether you would like the search to return records where the selected user is a contact for the record.
Keyword: Is used for Corporate Account name only, separate multiple keywords with semi-colons.
Filter By Date: When selecting a date range, search on the insert date, update date, or recall date of the records.
In searching by Actual Dates, type the full date into the text boxes. To specify a single day, type the same date into both boxes.
In searching by Relative Dates for Insert or Update, set the search date range by selecting the number of days, weeks, or months before the current date as your starting date, and by selecting the number of days, weeks, or months before the current date as the ending date. For instance, if you want to search for records inserted in the previous 5 days, you would enter a Starting value of 6 and select Day(s) Before, and you would enter an Ending value of 1 and select Day(s) Before.
In searching by Relative Dates for Recall, the same logic applies as for Insert and Update, except that additionally set the search date range by selecting the number of days, weeks, or months after the current date as your starting date and ending date.
Include records where selected users are contacts: This check box changes the way in which the names selected in the user tree are interpreted. By default, Task Manager only retrieves the records that are assigned to the selected user names. When this box is checked, Task Manager also retrieves the items that have the selected user names listed as contacts.

5. Pipeline Tab
The pipeline tab displayed above shows criteria that can be used to filter the search results for that type. To include pipelines in the filter make sure there is a red check at the top of the tab for the incident type. Multiple tabs can be selected to be included in the filter. The list boxes for Criteria include Keyword/Type, Contact Method/Status, Account Class/Priority and Next Action.

6. Pipeline Tab
The list box Criteria for ALL incident types is the same, however, the LOV is different for every tab (Pipeline, Call Note and Collection).
Keyword/Type, Contact Method/Status, Account Class/Priority and Next Action. To select multiple criteria from any list, hold down the Ctrl key and then select/de-select by clicking your mouse on the criteria.

7. Call Notes Tab
Here is the Call Note tab and the Criteria choices available.

8. Collection Tab
Here is the Collection tab and the Criteria choices available.

9. Using Filters
Commonly used searches can be saved in filters, thereby saving the time of having to create them each time Task Manager is used. The save filters appear in a drop down list at the top of the Task Manager Pane. Click the name of a filter in the list and its criteria is automatically applied to the tabs and the user tree.

10. Saving Filters
Task Manager can be configured to load a default filter each time it opens. If no default filter exists, Task Manager reloads the last filter used for a search.
To save a set of search criteria in a filter click and the Save a Filter dialog box appears. Type a name for the filter or click an existing name in the list. To set this as default each time Task Manager is run, check default. Click to save and close the dialog box. Click to delete the active filter.