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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.
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.

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

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.

Task Information Grid Headings

You can see task information displayed in a grid for easy viewing. To add or modify task information, including adding a task step to a task, click the Edit button.

Attributes	Value	Description
Task	User-defined	Specifies a unique name assigned to a task.
Display Name	User-defined	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.
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.

General Controls

When you view task information in the Task Editor, several controls are available to work with the tasks.

Button	Value	Description
Edit OR Tasks	N/A	Click the Edit button to enter the configuration section for a task or task step. Click the Tasks button to view tasks in a table format.
Add	N/A	Click to add a new task.
Duplicate	N/A	Click to re-create an existing task.
Delete	N/A	Click to delete the selected existing task.