Task Transactions

A new tab called 'Transaction' has been introduced to the Task feature.

Fig 1 - Task Transaction Tab

Each Transaction created will log changes to a Task such as its Status and Assigned Person. The Date, Time, Status, and User will be logged as part of the Transaction record. 

The Transaction tab will display various fields in columns to enable Users to to see what was updated in the Task and when.

Field Name	Description
ID	ID reference for each Transaction recorded
Type	The Type of Transaction record created: 'Created' - Initial Task Creation 'Assigned' - when the Task is subsequently assigned to another Person 'Status Changed' - eg. from 'New' to 'Complete'
Value	The value of the updated Task record If the Assigned Person is changed then the Value will be the new Persons name i.e. Judy Weeks If the Status of the Task is changed then the Value will be the new Status i.e. Complete
Date/Time	Date and Time the transaction was created
Task age when Transaction created	This is the age of the overall Task (in minutes) each time a Transaction is created. Each time a new Transaction is created this number will increase as the Task get older.
Transaction age when Complete	This is the age (in minutes) of THIS Transaction when the overall Task has been set to Complete
Transaction age when next Assigned	This is the age (in minutes) of THIS Transaction when the overall Task is Assigned to a new Person
Transaction age when Status next updated	This is the age (in minutes) of THIS Transaction when the overall Task changes its status.

Each Transaction will allow you to monitor and Report on such aspects as:

• How long did each of my Tasks take to Complete?

• How long did Assigned Person xyz take to Complete a Task?
• How long do my Tasks stay in 'Open' status
• How long after a Task is re-assigned does it take to Complete?

The table below provides an example set of Transactions as they could flow through the lifecycle of a Task from Created to Complete.

Date/Time	Type	Value	Task age when Transaction  created	Transaction age when status next updated	Transaction age when next assigned	Transaction age when complete
May-05-2020 08:00	Status Created	New	0 mins	30 mins	2 hrs	5 hr 30min
May-05-2020 08:00	Assigned	PDarlow	0 mins	30 mins	2 hrs	5 hr 30min
May-05-2020 08:30	Status Changed	Open	30 mins	5 hrs	1 hr 30min	4 hrs
May-05-2020 10:00	Assigned Changed	JWeeks	2 hrs	3 hr 30min	0 mins	3 hr 30 mins
May-05-2020 13:30	Status Changed	Complete	5 hrs 30	0 mins	0 mins	0 mins

Current Date/time May-05-2020 18:00  

Reporting

In order to support complex Reporting, each time a Task is assigned to a new person or its status is changed, a Transaction is created which can then be reported upon.

These fields are available in the Task Data-Set and can be used in your report as all fields for Display, Filtering and Sorting.

Fig 2 Task Transactions in Reporting