ebroker, allows you to generate a task to control pending requests. The task is assigned to one or more specific users of the brokerage and the number of days from which the alarm is activated is established. In this case, we will create a task to control pending requests that are 15 days old. Title: Follow-up requests. Description: Generation of tasks to users corresponding to 15 days with requests that are still pending. Scope: Policies. Data filter: Request = Yes, Registration date = @ H15D @ (The registration date was 15 days ago), F. Cancellation = null (In this way we ensure that canceled policies do not intervene. Type of task: Internal. Type = Task Priority: Ordinary Associated template: Template of a task assigned to a specific user and Warning = Yes. Frequency: Daily Recipient: the user who created the template and the recipient users indicated therein
ebroker allows you to create a task from an incident and to be related to it. The relationship can be viewed from the task or from the issue. To register a new task, you can do it in the incident module with the option "New task" from the module's general screen or from the "Tasks" section in the incident form. New tasks can be created, modified or deleted. In the same way, you can create incidents from tasks.