Tasks Main Screen (App)
1. Login to the EDGEauditor app with your user credentials and resort code.
2. Select the Tasks module.
3. To add a new task, select the Add Task button.
4. To filter the view, select the FILTER button in the top right-corner.
o Available filters are Department, Area and Priority.
o To remove any applied filter(s) select the Remove Filters button when you have the filter view open.
5. All columns except ACTIONS can be sorted in ascending/descending order
6. Any tasks in red are overdue and will appear at the top.
7. Selecting the ‘gear’ icon under the ACTIONS column will display up to 3 possible actions for a task:
o View Task > Opens up a more detailed view of what the task involves, including any notes or photos that are attached. From this view, you can also toggle over to the ‘Finish Task’ screen which is described below.
o Finish Task > The staff member should select this option if they have completed this task. This is where they will record the name of the person who completed the task along with any notes (optional). From this view, you can also toggle over to the ‘View Task’ screen which is described above.
o Complete Report > This option will only be available if the action set for the task is ‘Complete Report’. Selecting ‘Complete Report’ will redirect the user to the specific report within EDGEauditor that requires completion. Once that report has been submitted the staff member will need to return to this screen and choose the ‘Finish Task’ option.
IMPORTANT NOTE: Once a staff member has selected the Submit and Finish Task button from the ‘Finish Task’ screen, the task status will be automatically changed to ‘Completed’. Performing this action will remove the task from the app so staff can stay focused on any remaining outstanding tasks.
Adding a New Task (App)
As mentioned earlier in this guide one of the benefits of the Tasks module is it empowers frontline staff to create tasks on the fly from their mobile device. Now we’ll walk through how to create a task using the app.
1. To add a new task, select the Add Task button from the main tasks screen.
2. If the task needs to be linked to an incident report, select the LINK TO INCIDENT REPORT button and input the patient last name or the incident report # to locate that report and link it to the task by selecting it from the list of options that appear.
3. Task Name
o Include a short write up of what the task is. In other words, the specific action you want the staff member to take. Examples include repair fencing on Warp Drive, clean and sanitize first aid area, shovel snow around all main entrances. This is a mandatory field.
4. Action
o A task can have an action of either ‘Complete Task’ or ‘Complete Report’.
o If ‘Complete Report’ is chosen a new field called Report Name will appear where you can select the specific report to be completed (IMPORTANT NOTE: this report needs to be added to EDGEauditor first). Action is a mandatory field.
5. Department
o You can assign tasks to different departments so when frontline staff access the Tasks module they can apply a filter to only see open tasks for their department.
6. Area
o Similar to departments, you can also link your task to a specific area so when frontline staff access the Tasks module they can apply a filter to only see open tasks for a specific area.
7. Feature
o Similar to departments and areas, you can also link your task to a specific feature. Available features are ski runs, lifts, parks, trails or signs.
o If your resort uses the same name across multiple features a short form will be added in brackets to the end of the name to indicate what feature type it is. The short forms used are as follows:
Ski Run = SR
Lift = L
Park =
Sign = S
8. Type
o This is where you can categorize the type of task being completed, such as admin, operations, inspection, accident investigation, trail checks and so on.
9. Priority
o You can assign a priority of High, Medium or Low so frontline staff know the level of urgency associated with the task.
10. Due Date
o Use the calendar picker to select the date the task is due.
11. Notes
o Allows you to add further details or instructions regarding the task.
12. Add Image
o Selecting this button allows you to attach photos to the task.
13. Create Task
o Once you have added all the information pertaining to the task (or at a minimum the mandatory fields), select the green Create Task button at the bottom of the screen. You will be redirected back to the main tasks template screen with a confirmation message that your task has been successfully created.
