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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.
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.

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

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.

Prerequisites: Create and link a task

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 Linked Documents tab.
Select the listing for the task step that you want to specify related external documents for.
Click Add Linked Doc.

Note: You can only add the number of documents that the related workflow (associated template) allows. You can view the maximum number at the bottom of the list pane. If the Add Linked Doc button is inactive, the maximum number of documents has been reached.
In the Display Name field, enter the name that you want to be displayed in the Task List to identify the linked document at run time.

Note:
For this and any other field containing text that may be displayed in the Task List, you can type Keywords as part of your entry. For more information, see Use keywords in eSOP task text.
Near the URL/UNC field, click Browse, and then in the displayed dialog box, navigate to and select the document.

Note: If you know the absolute path or full web site address for the document, you can enter it directly in the field instead.
Optional: To view the document or web site, click Preview.
Click Save.
To add additional external documents, perform one of the following procedures.
- For the currently selected task step, repeat steps 3 through 7.
- For a task step other than the currently selected one, repeat steps 2 through 7.