Manage Diary Tasks (Angular)

Diary tasks can also be operated using a panel displayed via the Angular UI.

The benefits of using the Angular version include easier navigation to related incidents, faults, contacts and patrols. Using the Angular resources also decreases load on the server.

Creating the Diary Tasks Web Panel

To use the Angular version of diary tasks, you will first need to create a web panel capable of displaying the Angular pages.

Go to Setup -> System Setup -> Advanced Configuration -> Setup User Defined Panels.

Note: The Menu Title field configures the section name for the custom panels when displayed in Customize View. Enter a name into this field to change the section title.

Click Add.

In the Title field, enter a name for the panel.

Enter values into the Width and Height fields to customize the panel size. To use the default size, leave these values as 0.

In the URL field, enter "https://127.0.0.1:8443/diary-task-management/". This URL allows Synergy to retrieve the files from the Apache repository in order to display the web page.

Select Chrome as the Component Type.

Select Save.

The panel is now shown in the list.

Next, go to Customize View.

Use the scroll arrows to find the Web Panels (or other custom name, if applicable) section.

The newly-created panel is shown.

Drag the panel into an empty area in the UI to open it.

The Diary Tasks Web Panel

The panel displays all current diary tasks.

Use the Search box to enter search criteria and filter the list.

Click the Date fields to enter a period to be displayed in the list.

Click on a task to edit it. To delete or duplicate a task, first select it using the checkbox to the left, then click the applicable button.

To add a new task, select Add Task.

The ID field is the unique ID assigned to this task and is automatically generated.

Enter a name for the task in the Title field.

Use the Assign to button to select whether to assign this task to a single user or to a whole user group. Use the drop-down to select the user/user group.

Select a Start Date/Time. The task will not be visible to the user until this time.

Select a Due Date/Time. The user will receive applicable notifications to complete the task before the due date.

Use the Select Workflow drop-down to attach a pre-created workflow for this task. Synergy mobile application and Synergy client users will be required to complete the workflow as part of the task.

In the Description field, enter a summary or relevant instructions for the task.

Associating Incidents

Diary tasks can be associated with existing incidents. Tasks associated with incidents can be viewed in the relevant Incident Form. For more information, see The Duties Tab on page 1.

To associate the task with an existing incident, click the blue + symbol in the Incident box.

The current incident list is displayed. Use the search functions to refine the list.

Select an incident, or click the x to return to the add task screen.

To remove an associated incident, click the gray x in the Incident box.

Associating Faults

To associate the task with an existing fault, click the blue + symbol in the Fault box.

The current fault list is displayed. Use the search functions to refine the list.

Select a fault, or click the x to return to the Add Task screen.

To remove an associated fault, click the gray x in the Fault box.

Associating Contacts

To associate the task with an existing contact, click the blue + symbol in the Contact box.

The current contacts list is displayed. Use the search functions to refine the list.

Select a contact, or click the x to return to the add task screen.

To remove an associated contact, click the gray x in the Contact box.

Associating Patrols

To associate the task with an existing patrol, click the blue + symbol in the Patrol box.

The current patrols list is displayed. Use the search functions to refine the list.

Select a contact, or click the x to return to the add task screen.

To remove an associated contact, click the gray x in the Patrol box.

Attachments

To upload files to the task from your device, click the blue + symbol in the Attachments box. The attached files will be visible to users when they view the task.

Visit us online at www.synecticsglobal.com