Árvore de páginas

Versões comparadas

Chave

  • Esta linha foi adicionada.
  • Esta linha foi removida.
  • A formatação mudou.

 

Basic Path

 

01. Click List tasks, located in the Processes option in the main menu.

02. In the Form tab, enter the requested information regarding the subject to be parsed via an Ad Hoc process.

Expandir
titleLearn more

Subject
Subject to be parsed via the Ad Hoc process; that is, subject for which tasks will be created to solve a certain case/issue.
Details
Description of the subject to be parsed via the Ad Hoc process.
Date
Ad Hoc process start date.
End date
Estimated Ad Hoc process end date; that is, date by which all related activities should be completed.

03. Click Add tasks.

Expandir
titleLearn more

Users can start the Ad Hoc process without creating additional tasks. This type of process can be used in situations where the solution to a certain problem is already known and must only be applied. In this case, the process will follow directly to the Apply the solution, requiring only the assignment of a user to execute the activity before moving it forward.

04. Enter the requested information regarding the task to be added to the Ad Hoc process.

Expandir
titleLearn more

Action
Run the action in this task to fulfill the main objective of the Ad Hoc process, along with others.
Deadline/completion
Completion deadline for the task associated with the Ad Hoc process. When the task is complete, this field shows the respective completion date.
Person in charge
User responsible for performing all actions related to this task.

To delete a task from the process, click the delete button to the left of the task “Action” field.

05. Click the Notes tab and enter the key points for the process to be started.

06. Click the Attachments tab to add process attachments.

07. Click Add GED attachment or Add upload attachment, according to the location of the attachment to be added to the process.

08. Select the desired attachment and confirm its addition to the process.

09. Click the Process tab to view the Ad Hoc process diagram.

10. Click Send to move the process to additional task creation or to the next automatic task.

Expandir
titleLearn more

If any additional tasks are related to processes moved forward, such tasks are created and available in the Task central of the respective users in charge.
If there are no additional tasks, a user responsible for executing the next automatic task (i.e. the Apply the solution task) must be assigned. 

 


Speaking of listing tasks...

This feature allows managing a set of non-structured activities via Ad Hoc subprocesses, which cannot always be foreseen and predefined in a traditional structured model within the organizations.

Task list processes consist of grouping a series of activities that cannot be predefined. In these processes, users can define what and when to run such activity, in addition to delegating such tasks to other users within the platform.

Application examples

Assuming that a committee is analyzing a problem within an organization. The rollup regarding discussions surrounding this problem is available in the second task of the “List tasks” process. The committee discusses such problem and make a decision. If the solution to the problem is obvious, the process flow is forwarded directly to the “Apply solution” task, immediately ending the entire process.

In some cases, however, in-depth studies are required to seek information that was not available during the committee’s meeting. Therefore, several new activities must be created, where several members of the committee will perform different key tasks to achieve a solution to the problem. Such tasks generate new workflow requests within the Ad Hoc task execution internal subprocess.

After all these tasks are completed, the task organizer receives a notification and checks whether a solution can now be established. If a solution is established by completing the “List tasks” process activities, it is applied to the problem and the process is ended. Otherwise, new activities can be created to continue the search for a solution to the problem.

 

Action
Run the action in this task to fulfill the main objective of the Ad Hoc process, along with others.
Deadline/completion
Completion deadline for the task associated with the Ad Hoc process. When the task is complete, this field shows the respective completion date.
Person in charge
User responsible for performing all actions related to this task.

To delete a task from the process, click the delete button to the left of the task “Action” field.