The table below displays Task Manager task types available and whether the task type is a standard feature or an add-on feature available with the Gateway Manager (GM) module. Add-On features automatically display when sourced.
For detailed information regarding each task type, review the task type’s properties, field limits, and date parameters located in the Task Manager (TM). See the Online Help and the Installation Guide for additional information regarding export functionality.
| Task Type | TM Task Type Description | Standard | GM Add-On |
|---|---|---|---|
| Auto-Alarm | Notifies for Alarms. | X | |
| Auto-Approve | Approves work code request(s). | X | |
| Auto-Assign | Automatically staffs vacancies. | X | |
| Auto-Finalize | Automatically locks Roster records. | X | |
| Auto-Fix | Automatically sets Roster records. | X | |
| Auto-Fix Vacancies | Primarily used to automatically post vacancy flags on the Personal Calendar and allow sign-up or self-fill. | X | |
| Auto-Hire | Automatically hires for vacancies; sends work offers and staffs when the candidate accepts the opportunity. | X | |
| Auto-Mask | Creates Shift Mask records. | X | |
| Auto-Notify | Notifies for vacancies. | X | |
| Auto-Repair | Repairs white check marks and crossed work code records. | X | |
| Auto-Undo | Unfixes or Unfinalizes the Roster. | X | |
| Auto-Undo Outbound | Removes Outbounds for Alarms, Notifications, and Vacancies. | X | |
| Change Logging Period | Modifies the logging period and removes static charges for the target bucket. | X | |
| Clear Audit Records | Removes audit records. | X | |
| Clear Call Log Audit Records | Removes Contact Log audit records, except the final outcome. | X | |
| Clear Expired Specialty(s) | Removes expired specialty(s) assigned to staff members. | X | |
| Clear Message Recordings | Removes recorded messages from the database. | X | |
| Clear Old Messages | Removes old messages from the database, except recorded messages. | X | |
| Clear Recent Queue Audit | Removes audit information from Outbound > Queue > Removed. | X | |
| Clear Staffing Audit Records | Removes audit records from Roster > Edit > Audit. | X | |
| Disable Expired People | Disables people that meet the given parameters. | X | |
| Disables Old Profiles | Disables personnel profiles that meet the given parameters. | X | |
| Sends messages through email. | X | ||
| Email Reports | Sends canned reports through email. | X | |
| Execute Stored Procedure | Executes a stored procedure. | X | |
| Payroll Export | Extracts standard schedule data for payroll processing. | X | |
| Person Export | Exports personnel data contained in the General and Profile tabs. | X | |
| Recalculate Logging Buckets | Recalculates logging totals by defined bucket(s). | X | |
| Re-Outbound | Places Notifications, Alarms, Vacancies back in the call queue. | X | |
| Roster 03 Export | Used to export designated fields of information from the Roster. This message format was originally designed for Firehouse. | X | |
| Roster 04 Export | Used to export designated fields of information from the Roster. This message format was originally designed for Tiburon RMS. | X | |
| Roster 05 Export | Used to export designated fields of information from the Roster. This message format was originally designed for Target Solutions. | X | |
| Roster 06 Export | Used to export designated fields of information from the Roster. This message format was originally designed for Intergraph CAD. | X | |
| Roster 08 Export | Used to export designated fields of information from the Roster for a date range. This message format was originally designed for Tritech. | X | |
| Roster 09 Export | Used to export designated fields of information from the Rosetr for a date range. This message format was originally designed for iLeads. | X | |
| Roster 10 Export | Used to export designated fields of information from the Roster for a date range. This message format was originally designed for ImageTrend. | X | |
| Roster 11 Export | Used to export designated fields of information from the Roster for a date range. | X | |
| Time and Labor 11 Export | Used to export designated portions (fields) of time and labor related information for a date range. | X | |
| Workforce Ready Person Import | Used to import new personnel from Workforce Ready. | X | |
| Workforce Ready Accrual Import | Used to import accrual time off balances from Workforce Ready. | X |