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eSOP
Client Layout Configuration for eSOP Users
Client Layout Configuration for eSOP Users
Workflow Designers and Task Builders interact with Workflow differently; therefore, the instructions to set up and access eSOP are different for each user type.
Basic Settings for Building Tasks
The Task Editor is a starting point for building tasks that will be used in running workflows. Using this editor, you create and manage the configuration data in the task you are building.

Workflow Products Documentation

eSOP
- eSOP Orientation
- Client Layout Configuration for eSOP Users
  - Client Layout Configuration for eSOP Users
    Workflow Designers and Task Builders interact with Workflow differently; therefore, the instructions to set up and access eSOP are different for each user type.
    - General Controls
      When working in eSOP, it is important to save the work you do. If you do not want to save it, you can cancel it.
    - Task Editor Grid
      The Task Editor is a starting point for building tasks that will be used in running workflows. Using this editor, you create and manage the configuration data in the task you are building.
    - Basic Settings for Building Tasks
      The Task Editor is a starting point for building tasks that will be used in running workflows. Using this editor, you create and manage the configuration data in the task you are building.
    - Basic Settings for Building Task Steps
      The Task Editor is a starting point for building tasks that will be used in running workflows. Using this editor, you create and manage the configuration data in the task you are building.
    - Task Schedules in eSOP
      After you create a task, you can schedule it by designating the event that triggers it. If a task should be performed in response to more than one event, you can create multiple schedules for the task. You can also create a schedule without an associated triggering event, such as when you are configuring a task step for manual launch.
    - Task Emails in eSOP
      Email messages can be sent upon initiation and/or expiration of an overall task or individual task steps, as required.
    - Keywords in eSOP
      If the Workflow Designer has configured keyword properties for a task or task step, you view them on the Keywords tab.
    - Template Editor
      You use the Template Editor to associate a workflow with a template, customize preconfigured user controls, and indicate specific text to be replaced with live values during workflow run time.
    - Work Instructions
      The Work Instructions tab is where you can input detailed instructions for a person performing a task or task step.
    - Linked Documents in eSOP
      You can link documents or web sites in task steps.
    - Jumping Task Steps
      You can configure jumps for your task if, during run time, task steps need to be skipped or repeated.
- Design eSOP Workflows Overview
- Task Construction for Procedures
- Task Maintenance

Basic Settings for Building Tasks

The Task Editor is a starting point for building tasks that will be used in running workflows. Using this editor, you create and manage the configuration data in the task you are building.

Insert More Task Steps

You can add more task steps to a task. The number of steps you can add is predetermined by the template.

Attributes	Value	Description
Add Step	N/A	Click to add a task step to a step.
Delete Step	N/A	Click to remove a task step from the selected step.

Details Tab - General Information

To add data to a task, including adding subprocess task steps, you select a specific task that has already been entered into the system. To view task information in a table, click the Tasks button.

Attributes	Value	Description
Name	User-defined	Specifies a unique name assigned to a task.
Display Name	User-defined Workflow level	Specifies a name given to a workflow task for the user to see during run time.
Description	User-defined up to 255 characters	Provides more information about a resource that a user may find helpful.
Expiration	User-defined	Use the up and down arrows to enter an expiration day or time (hours, minutes, seconds).
Priority	User-defined	Specifies the importance of a task by indicating the preferred order that the task should be completed.
Group	User-defined	Specifies a group name for managing similar tasks. You can sort tasks based on their group. Click the drop-down arrow to select an existing group.

Categories

You can filter the Task List by preconfigured categories. These categories organize concepts or features into groups. When you apply category filters, you focus information within your Task List.

Attributes	Value	Description
Set Categories	N/A	Filter tasks or task steps by a predefined grouping.

Template

Click Set to associate a workflow template to a task.

Attributes	Value	Description
Template	User-defined	Click the ellipsis button to select a template from the Task Template folder. To remove the selection, click the Clear button.

Assignments

Task assignments include routing the task to a location or personnel resource depending on the requirement of the workflow.

Attributes	Value	Description
Personnel	User-defined	Click the ellipsis button to select the default person that tasks are routed to. To remove the selection, click the Clear button.
Location	User-defined	Click the ellipsis button to select the default location that tasks are routed to. To remove the selection, click the Clear button.