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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.
Work Instructions
The Work Instructions tab is where you can input detailed instructions for a person performing a task or task step.

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

Work Instructions

The Work Instructions tab is where you can input detailed instructions for a person performing a task or task step.

These instructions appear as a Work Instructions button in the Task List. If no information is available, this section is not visible to an operator. The information can include anything that an operator requires to perform a workflow task or a subprocess task step, or finds useful to complete the task/task step.

Note: If content in the work instructions area exceeds a certain threshold, the editor may not perform optimally during design time, as well as in the Task List during run time. To prevent this issue, use the following recommendations: use small graphic files; use small amounts of text, or several line breaks, within the body of the work instructions area.

Updating Work Instructions During Run Time

You can use keywords to replace text in work instructions and email subjects and bodies. This text is replaced with keyword values in a workflow at run time.

For more information, see Replace keyword text during run time.

Attributes

The following table describes the available options.

Attribute	Value	Description
Task/Task Steps list	N/A	Specifies the name of the currently selected workflow, and the names of all subprocesses associated with that workflow.
Work Instructions	User-defined	Select the workflow or a subprocess, and then enter instructions related to that task or task step.