Help Desk

1. Click “Calendar” in the top navigation bar:

2. Scroll past your calendar until you see the "Calendar Items" section shown below.

3. Use the "Search" filter to locate your task:

4. Click on the specific task and it will open in a new window just above the "Actions" section. 

5. From here you can use this window to edit and update your action item, add sub-tasks, upload supporting documents, or leave a comment. These will be explained in detail further below.

Editing a Calendar Item

1. Click "Edit" in the bottom left of the task:

2. Edit your calendar item as necessary and make sure to hit Save in the bottom right corner of the form.

3. IF you are editing a task and you would like the changes to take affect on that, and all following tasks in that re-occurring series, then click the corresponding button and save your changes. 

Adding a Sub-Task

1. Click “Related" in the window above the "Actions" section.

2. Use the drop down menus on the right side of the page to pick the appropriate "Report" or "Calendar item" to relate to this task:

3. Complete the form and make sure to Click the "Save" bottom in the bottom right corner of the form before exiting.

Uploading Supporting Documents

1. Click “Supporting Documents" in the window above the "Calendar Items" section.

2. Click “Upload Document” 

3. Choose the document (or photo) from your computer and be sure to give it a name. Then Click "Upload"

Leaving a Comment

1. Click “Comments" in the window above the "Calendar Items" section:

2. Under the Comments tab, write your comment in the space provided and click “Submit”

*Note – In order for a Calendar Item to be tracked via a parent Calendar Item or Report, it MUST be added under the Related tab of the governing Calendar Item, not via the “Add Data” wizard.