Difference between revisions of "How do I make a Private Task?"

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* Select the {{DataPrompt|Private}} check box to make the current task 'private'.
 
* Select the {{DataPrompt|Private}} check box to make the current task 'private'.
 
* If you wish to restrict access to a given {{DataPrompt|Privacy Group}}, enter the group code to the right.
 
* If you wish to restrict access to a given {{DataPrompt|Privacy Group}}, enter the group code to the right.
* Select {{Button|Done}} and {{KeyPress|Accept}} the change.
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** To add a new group you may click the dropdown then click {{Button|Add}}. See [[How do I Set Up a Privacy Group?]].
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* Click {{Button|Done}} to save the changes to the task.
  
{{Note|text='''Leavers''' - If an employee is made {{DataValue|inactive}} or leaves then their private tasks become visible to any member of staff with a higher security rating than they had when they were {{DataValue|active}}.}}
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{{Warning|text='''Leavers''' - If an employee [[How do I deactivate a user?|leaves]] and their user record made inactive, then their private tasks become visible to any member of staff with a higher security rating than they had when they were {{DataValue|active}}.}}
  
 
== See also ==
 
== See also ==
 
* [[How do I Set Up a Privacy Group?]]
 
* [[How do I Set Up a Privacy Group?]]
* [[How do I make a Private Appointment?]]
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* [[How do I make a private appointment?]]
 
* [[How do I Set a Priority on a Task?]]
 
* [[How do I Set a Priority on a Task?]]
 
* [[How do I Set a Deadline on a Task?]]
 
* [[How do I Set a Deadline on a Task?]]
 
* [[How do I View and Edit Existing Tasks in Personnel Planning?]]
 
* [[How do I View and Edit Existing Tasks in Personnel Planning?]]
* [[How do I Record a Contact Against a Customer/Supplier?]]
 
  
 
{{KB_Tags|private, task, personnel, planning, tasks, outstanding, privacy, priv}}
 
{{KB_Tags|private, task, personnel, planning, tasks, outstanding, privacy, priv}}
{{KB_PP}}
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{{How}}{{KB_PP}}
  
 
{{KB_Ref|PP01}}
 
{{KB_Ref|PP01}}

Latest revision as of 05:29, 16 October 2021

Summary

Sometimes it is necessary to make a Task 'private' so that only you can read, amend or delete it. You may also choose to make it available to select other users, as members of a "Privacy Group".

More Information

Go to " Personnel Planning Tasks Outstanding" and select the task you want to make private.

  • Select the "Private" check box to make the current task 'private'.
  • If you wish to restrict access to a given "Privacy Group", enter the group code to the right.
  • Click [Done] to save the changes to the task.
Leavers - If an employee leaves and their user record made inactive, then their private tasks become visible to any member of staff with a higher security rating than they had when they were 'active'.

See also


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Keywords AND Misspellings
private, task, personnel, planning, tasks, outstanding, privacy, priv
Tags

PP01