Assign to any user
in the company.
Findings are worthless if nobody actions them. Task assignment turns an observation into an owned, tracked action against a named person and, where relevant, a specific employee record, so the follow-up is visible instead of living in someone's inbox.
Every task has an assignee and a status, and can optionally be linked to the employee record it concerns. That link is what makes the task useful later: when you open a record you can see the outstanding actions attached to it, rather than searching email for what was agreed.
Tasks appear both as a company-wide page under Administration and as a tab on the employee profile, so managers and record owners work from the same list.
in the company.
so the action stays attached to the record.
from open through to completion.
as an open-task count.
The point of the module is that creating an action is quick enough that people actually do it at the moment of the finding, not later.
Yes. Each task can optionally reference the employee it concerns, so follow-ups stay visible on the profile and in the company-wide task list.
Any user in the company can raise a task when the module is active. Assignees update status from open through to completion according to their permissions.
When a task is assigned to you, Rail Intel's communications hub picks it up and notifies you by email and with an in-app system notification — so the follow-up reaches you even if you are not already in the application.