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Speaking of Viewing Due Tasks...
The Due Tasks option shows all tasks originated in process requests and assigned to the respective user. In this case, the user must execute the task in order to continue the process flow.
Whenever the respective user initiates a "List Tasks" process, a Create Task activity is assigned to due tasks. Through this main task, in the Task List tab, the requester can check the status of ongoing tasks and create new tasks which may be necessary for the process as a whole. It is also possible to cancel tasks that are no longer required for continuity of the process.
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It is only possible to move the main task to the solution application phase after all tasks previously created or generated during the process have been completed. |
Viewing Due Tasks
Basic Path
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01. From the main menu, click Task Central.
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03. Select the task to be finished. To open it, click on the code.
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When the task is | ||
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| Request codes displayed in black indicate that the activity does not have a deadline set, or that it, it indicates that it has no set deadline or is not late. Codes displayed in red indicate that the activity has exceeded the established execution deadline. |
04. In the Task List tab, click Add activity to include new activities to the process, if necessary.
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The Task List tab is only displayed when the respective task is associated to an Ad Hoc process. The tab allows adding new tasks to ongoing processes until a solution is established for the issue under assessment. |
05. Select the Form tab to complete the form.
And when it is red, it indicates that the task is behind schedule. |
Find task to complete
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01. On the Completing Tasks tab, click on the configuration icon (gear) located in the right corner of the search field that is just below the task totals.
02. Select one of the available options for finding jobs.
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The available options are: All fields: when selected, determines that the search will be performed by the contents of any field of the request only between the tasks of the current page; Request: when selected, determines that the search will be performed by the request number considering all tasks to complete; Identifier: when selected, determines that the search will be performed by the request identifier considering all tasks to complete. |
03. Enter the value by which the search will be performed, according to the selected option.
04. Activate the task location icon (magnifying glass).
05. View the localized task.
Filter tasks to complete
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01. Activate Filter, located in the action bar.
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Clicking this option displays the window where you can define criteria to apply when filtering tasks. More information can be obtained from Filters. |
View request details to which task to complete belongs
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01. In the task list to complete, select and open the task from which you want to view the details of the request to which it belongs.
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When you open the task you can view the details of the request to which it belongs, such as the process diagram, the form, the attachments, and more. More information can be found in Viewing Request Details. |
Perform task to complete
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01. In the task list to complete, trigger the code of the task to be executed.
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To perform a task you must be responsible for the current task of the request or be the process manager. |
02. Fill in the form data, if any.
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The fields displayed in the form are previously defined through using the Form Configuration feature, which allows you to standardize the format, availability and fields to be filled out in a certain activity. |
03. If desired, click on the
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Details tab to view more information about the process, its diagram and instructions.
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The flow diagram of a process facilitates the identification of the current task and the verification of the possible advance and return flows |
04. If desired, click on the Add-ons tab to view or enter comments on the task.
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This tab allows you to view the log of all the movements made |
06. Select the History tab to view the history fir the history.
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| The History tab presents the record of all movements done in the request, what were the activities run until the momentperformed to date, the person responsible and the date whenof execution of each activity was run, attachments, as well as the notesobservations made by each user. |
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To insert a note, in the field that appears, insert the comment and click Add Add.
06. If desired, click on the Attachments tab to view the documents attached to the request or attach others.
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This tab allows you to view the documents that are attached to the request. It is also possible to attach to the request any type of document that exists on the platform or to upload new files. You can also delete existing attachments. Performing these actions depends on the attachment security setting that is configured for the process. |
07. To add an attachment, click Load File - to attach a file by upload - or Search in ECM - to attach a document that is already posted to the platform.
08. Find the document and confirm.
09. Activate the AdHoc tab to view the list of activities that are composing the process and its details or add new activities in the process.
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This tab is only displayed when the task in question is related to an Ad Hoc process. In it you can add new tasks in the process in progress until a solution is found for the problem being analyzed. More details on the information requested in the inclusion of activities can be obtained in List tasks. |
10. Add activity to add new activity to the process, if necessary.
11. Activate Send.
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The Send option allows you to move the request to the next activity to be chosen in the Next Activity field of the window that will be displayed. It is also possible to only save the data entered in the task by pressing Save, displayed when triggering the arrow located on the Send side. However, this saves the entered information and the task stays in the Task Center. In addition, you can discard all changes made to the task by clicking Discard, displayed by clicking the arrow on the Send side. In this way, all modifications made to the task are discarded and it is still pending execution. |
12. In the window that appears, set the requested information.
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Next activity |
07. If annotations need to be made, access the Annotations tab.
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The Annotations tab allows the user to register the hours worked annotations in the activity execution. If the activity does not control the activity through annotations, the Annotations tab will not be displayed. To add a new annotation, you should enter the date and time spent and click the Save button. To delete an annotation, just click the recycle bin icon next to the annotation record. |
08. Select the Notes tab to enter notes regarding the performance of an activity.
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The Notes tab allows the user to register comments about the activity execution. These comments will be stored in the request’s history. |
09. Select the Attachments tab to add attachments to the request.
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The Attachments tab allows the user to attach any document type existing in the platform to the request or upload of new files. You can also delete existing attachments or post the attached documents by upload in the platform. The execution of these actions depends on the attachment security configuration for the process. |
10. Select the Process tab to view the process flow.
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The Process tab allows you to view the flowchart of a process, allowing for an easy identification of the current activity and verification of the forward and backward flows. |
11. In the Decision area, select an option in the Send to activity field.
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| The activities found in the selection box are the forward or backward activities that are configured for the respectiveactivity in question. |
12. In the Decision area, select an option in the field with the user.
Responsible | ||
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The chosen user will be the personresponsible for the activity chosen in the Send toNext activity "field. In some situations,There are cases where this option willis not bedisplayed . This, this occurs when the activity chosen in the "Send toNext activity "field has some assignment condition that does not need to select the user, such as a POOL assignment mechanism for Group or Rolegroup or paper pool allocation mechanism, or a joint activity for all users . You can also search for the desired user by entering his/her name in the Search field. |
13. Click Send.
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By clicking the Send button, the request will be moved to the next activity chosen in the "Send to activity" field. You can also click the Save button; however, that way the request remains in the current activity, only saving data entered. |
Alternative Path(s)
Search task
01. In the tab Due tasks, click the settings icon (gear) located on the right corner of the search field that is just below the task totals.
02. Select one of the available options to search tasks.
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Available options:
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03. Enter the value by which the search will be performed, according to the selected option.
04. Press the task search icon (magnifying glass).
05. View the task found.
Execute Movements in Block
01. Select the Task Central feature in the main menu.
02. Select Due Tasks.
03. Select the requests you wish to move in block.
. Password Appointments Repository Certificate |
13. Trigger Send.
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Shortly after triggering Send, the user can define which action to take. The available options are described below:
By clicking on the request number or on the Access request link, the user will be redirected directly to the request. |
Cancel request
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01. In the Tasks to Complete list, select one of the requests.
02. When selecting and opening the request, on the arrow next to the Send button, select the Cancel request option.
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It will be possible to cancel a request by means of the move when the requesting user or a process manager is the one who initiated the request. |
Download task to complete
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01. In the task list to complete, select the task to be transferred to another user.
02. Activate the arrow located on the right side of Send.
03. Activate Download.
04. In the window that appears, enter the user to whom the task execution will be transferred.
05. Activate Download.
06. In the confirmation message that appears, click Finish.
Export tasks to complete
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01. Activate Export, located in the action bar.
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Clicking this option generates a spreadsheet containing all the tasks to be completed by the user from which the tasks are being viewed. |
Update task list to complete
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01. Activate Update, located in the action bar.
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When this option is pressed, the completed task list is reloaded and updated. |
Perform tasks to complete in block
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01. In the to-do list, select all tasks that must be moved in bulk.
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When performing a block move the selected requests must meet the following premises:
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Upon performing a movement in block, the selected requests must comply with the following premises:
When performing a movement inblock move, it is alsowill not be possible to enter data in the form data (, if the request has a form ), and postpublish attachments. |
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02.
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05. Choose the desired activity in the Send to Activity option.
06. Select the user in the With user(s) field.
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The chosen user will be the person responsible for the activity chosen in the Send to activity" field. In some situations, this option will not be displayed. This occurs when the activity chosen in the "Send to activity" field has some assignment condition that does not need to select the user, such as a POOL assignment mechanism for Group or Role or a joint activity for all users. |
07. If necessary, fill out the Notes field (this note must be the same for all requests selected).
08. Click Confirm.
09. Upon confirming the movement in block, a screen containing the movement log for each request will be displayed.
Speaking of Viewing Due Tasks...
The Due Tasks option shows all tasks originated in process requests and assigned to the respective user. In this case, the user must execute the task in order to continue the process flow.
Whenever the respective user initiates a "List Tasks" process, a Create Task activity is assigned to due tasks. Through this main task, in the Task List tab, the requester can check the status of ongoing tasks and create new tasks which may be necessary for the process as a whole. It is also possible to cancel tasks that are no longer required for continuity of the process.
| Nota | ||
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It is only possible to move the main task to the solution application phase after all tasks previously created or generated during the process have been completed. |
Drive Block movement, located in the action bar.
03. Define the requested information.
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The information requested is: Send to activity Comments |
04. Turn on Drive requests.
05. Confirming the block move will display a screen with the number of requests and their status.
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If any of the requests present an error during the move, the other requests will be handled correctly, without interruption. In the status field, you can check the reason for the inconsistency. |
| Informações | ||
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This documentation is valid from update 1.6.4 - Waterdrop. If you use an earlier version, it may contain information different from what you see in your platform. |
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