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eSOP
Task Construction for Procedures
Task Construction for Procedures
After templates have been developed for the various types of standard operating procedures in your organization, you can construct tasks to meet your specific operational requirements.
Configure task emails
You can configure email messages to be sent upon initiation and/or expiration of an overall task or individual task steps, as required.

Workflow Products Documentation

eSOP
- eSOP Orientation
- Client Layout Configuration for eSOP Users
- Design eSOP Workflows Overview
- Task Construction for Procedures
  - Task Construction for Procedures
    After templates have been developed for the various types of standard operating procedures in your organization, you can construct tasks to meet your specific operational requirements.
    - Create and link a task
      The first step in task construction is to create the task and then associate it with the applicable task template, as well as the applicable personnel and/or equipment. As part of this process, you can also specify other details related to the task as a whole, including expiration time and priority.
    - Configure category filtering in eSOP
      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.
    - Configure task emails
      You can configure email messages to be sent upon initiation and/or expiration of an overall task or individual task steps, as required.
    - Add task steps
      After you have created and saved a task, you can create the individual steps for the task. As part of this process, you can also specify other details related to the step, including expiration time, and you can override task-level personnel and equipment associations, as required.
    - Configure work instructions for task steps
      For each step in a task, you can configure work instructions to be displayed in the Task List at run time.
    - Link external documents to task steps
      For each step in a task, you can add external documents to be available from the Task List during run time. Linked documents are only available to users once a task step starts running.
    - Configure task step emails
      You can configure email messages to be sent upon initiation and/or expiration of task steps, as required.
    - Define jumps for task steps
      You can configure jumps for your task if, during run time, task steps need to be skipped or repeated.
    - Schedule a task
      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.
    - Activate a task
      When task construction is complete, you activate the task for use in your production run time environment by enabling one or more schedules associated with the task.
- Task Maintenance

Configure task emails

You can configure email messages to be sent upon initiation and/or expiration of an overall task or individual task steps, as required.

Before you begin

To use the email feature in eSOP, you must perform steps 1-4 in the Send emails using the email service provider topic.

Prerequisites: Create and link a task; Add task steps

About this task

Note: If the Task Editor workspace displays the grid instead of the task editing interface, select the listing for the task that you want to work on, and then click the Edit button. To return to the grid interface, click the Tasks button.

Procedure

In the Task Editor, click the Email tab.
Select the task listing or the listing for the task step that you want to configure an email for.
Click Add Email.
In the Subject field, enter the subject of the email.

Note: Here, as well as in the email message itself (step 6), you can type Keywords as part of your entry. For more information, see Use keywords in eSOP task text.
In the Event Trigger field, select the option applicable to the configuration scenario.
To send the email when the... Select this option...
task initiates Task Started
task expires Task Expired
task step initiates Task Step Started
task step expires Task Step Expired
In the Message field, type the body of the email.
In the Recipients area, perform the following procedure.
1. Click Add Recipient.
  The Universal Browser appears.
2. 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.
3. Click OK.
4. Repeat steps a-c for each personnel resource designated as a recipient.
Click Save.
To configure additional emails, perform one of the following procedures.
- For the currently selected task, repeat steps 3-8.
- For a task other than the currently selected one, repeat steps 2-8.