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Workflow Products Documentation

Operator Task List in the Workflow Client
- Task List Overview
- General Operating Environment
- General Task Information
- Equipment Context
- Forms View
- Documents
- Operator Work Instructions
- Advanced Operator Tasks
  - Advanced Task Actions for Operators
    Operators can perform advanced operations in a Task List.
    - Access the Actions button
    - Refresh tasks
      Depending on your access permissions and client configuration, you can select either My Task List or Task Management view.
    - Add a comment to an expired task or task step
      When a task or task step has expired, you can enter a statement explaining the reason for the expiration.
    - Set a priority for a task or task step
      You can apply a numeric value for a task. This priority setting does not affect the execution of the workflow; it is used only for sorting and filtering within the Task List.
    - Cancel a task or task step
      Operators can cancel an entire task or an individual task step in the Task List.
    - Acquire a task step to perform
      You can acquire a task step when a workflow is running.
    - Release a task step
      You can release a task step from your list so that it can be acquired by another operator.
    - Jump to a task step in the Task List
      You can skip to, or jump to, a particular task in the Task List.
    - Reassign personnel for a task stepReassign a person or a class to another task step
      You can reassign a task step to a different person, as required, in the Task List.
    - Reassign a location for a task stepReassign equipment for a task step
      You can reassign a task step to different location or piece of equipment, as required, in the Task List.
    - Refresh
      You can refresh the Task List to view all of your running tasks.
    - Task/Task Step Expiration
      When a task or task step has expired, you can enter a statement explaining the reason for the expiration.
    - Priority
      You can apply a numeric value for a task. This priority setting does not affect the execution of the workflow; it is used only for sorting and filtering within the Task List.
    - Cancel
      Operators can cancel an entire task or an individual task step in the Task List.
    - Acquire and Release
      You can acquire a task step if it has not already been acquired by another operator, and then you can release it.
    - Jump
      You can skip to, or jump to, a particular task in the Task List.
    - Reassign
      You can reassign a task step to a different person, piece of equipment, or location, as required. This action is performed with an active, running workflow, and it affects only the selected task step.
- Task List Filter Actions
- Start Task
- Completed Task Information
- Electronic Signatures in the Task List

Advanced Task Actions for Operators

Operators can perform advanced operations in a Task List.

Note: Actions may or may not be available in all task lists. Click Refresh to view all relevant tasks in the task grid.

Available Actions

From the Tasks tab, you can perform advanced task or task step operations. If any of these actions require an electronic signature for verification, you will be prompted for a user name and password.

Historical Task Information

When a workflow is finished running, the related task information is available in Task History. Operators can enter expiry comments on completed or expired tasks and task steps.

User Interface

Click the Actions button to see more information.