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eSOP
Task Maintenance
Task Maintenance
After initially constructing tasks, you can view basic configuration information for all tasks in a single interface, as well as perform a number of maintenance activities.
Change the personnel or equipment associated with a task
After initially linking a task with personnel and/or equipment, you can alter or break association(s).

Workflow Products Documentation

eSOP
- eSOP Orientation
- Client Layout Configuration for eSOP Users
- Design eSOP Workflows Overview
- Task Construction for Procedures
- Task Maintenance
  - Task Maintenance
    After initially constructing tasks, you can view basic configuration information for all tasks in a single interface, as well as perform a number of maintenance activities.
    - View eSOP tasks
      After constructing tasks in eSOP, a listing for each task is displayed by group in the grid interface of the Task Editor. As part of each task listing, the grid displays basic configuration information, such as display name, description, and group name.
    - Change template association
      After initially linking a task with a template, you can change the association.
    - Change the personnel or equipment associated with a task
      After initially linking a task with personnel and/or equipment, you can alter or break association(s).
    - Adjust task scheduling
      After initially scheduling a task, you can change the triggering event for a pre-existing schedule, designate additional events that should trigger the task, and/or break the association between an event and the task.
    - Delete task emails or email recipients
      After configuring email messages to be sent upon initiation and/or expiration of an overall task or individual task steps, you can remove personnel from the recipient list or delete the emails altogether.
    - Remove a task step
      If an action is no longer applicable to a procedure, you can remove the corresponding step from the task configured for the procedure.
    - Disassociate an external document and a task step
      If an external document that was previously linked to a task step is no longer applicable to corresponding action, you can break the link between the two items.
    - Delete task step jumps
      If a jump that was previously configured to facilitate skipping or repeating task steps is no longer applicable, you can delete it.
    - Duplicate a task
      If you want to use a previously created task as the basis for another task, you can duplicate the original task, and then modify the new task as required.
    - Disable a task step
      If a task step is not currently applicable to a procedure, you can disable the step so that it does not execute as part of the task at run time. You can see the activation state under the step name in the task list pane.
    - Disable a task schedule
      If a schedule is no longer applicable to a task, you can disable the schedule. If the schedule is the only one configured for the task, disabling the schedule deactivates the task. You can see schedule activation state under the schedule name on the Schedules tab.
    - Deactivate a task
      If a procedure is no longer applicable, you can deactivate the corresponding eSOP task so that it is unavailable during run time. You deactivate a task by disabling all related schedules.
    - Use keywords in eSOP task text
      For any field containing text that may be displayed in the Task List, as well as for the subject and body of task-related email messages, you can type Keywords as part of your entry. At run time, keywords are replaced in the Task List with parameter values specific to the given task or task step, such as the name of the user who is performing the current activity.

Change the personnel or equipment associated with a task

After initially linking a task with personnel and/or equipment, you can alter or break association(s).

Procedure

In the Task Editor grid, click the listing for the task you want to modify.

Tip: If the grid interface is not displayed, click the Task button. If you do not see the task listing in the grid, expand the group that the task belongs to by clicking the downward-pointing arrow beside the group listing.
Click the Edit button.
The editing interface appears in the Task Editor workspace.

On the Details tab, in the Assignment area, change the personnel and/or equipment associated with the task.

If you want to...	Do this...
change the personnel	In the Personnel area, click Set. The Universal Browser appears. Select Personnel, then select either People (for a single individual) or Classes (for a group of individuals), and then select the specific person or class. Click OK.
change the equipment	In the Location area, click Set. The Universal Browser appears. In the Location area, click Set. Click OK.
break the association between the task and personnel or equipment	In either the Personnel or Location area, click Clear. Note: The task must be associated with either a personnel or equipment resource.

Click Save.