Introduction:
Denticon's Task Manager allows claim follow up and A/R follow up tasks to specific users. If a user is inactivated in their user setup, they will no longer show up for selection from within the Task Manager module, however the dashboard will still reflect the tasks that are assigned under them.
Process description:
To correct this, the tasks will need to be assigned to another user. However, the inactivated user will need to first be re-activated so that they can briefly appear as available for selection within the Task Manager.
Step-by-step instructions:
- Go to Setup>Security>Users, select the user.
- Click Edit and set the "Active" field to "Yes" and save.
- Go to Utilities>Launch>Task Manager.
- From the user dashboard, select the user and click on the task type.
- Select all tasks and click the "Update" button
- Re-Assign tasks to another user by changing the user in the "Assign to" dropdown.
- Go back to Setup>Security>Users, select the user.
- Click Edit and set the "Active" field to "No" and save.
Tips and best practices:
Before marking a user as inactive in the system, the office should check to ensure all open tasks assigned to the user in the Task Manager have been reassigned.
Additional information:
This issue is under review for correction in a future update but there is not an ETA yet.