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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.
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.

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      If an action is no longer applicable to a procedure, you can remove the corresponding step from the task configured for the procedure.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      If an external document that was previously linked to a task step is no longer applicable to corresponding action, you can break the link between the two items.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.

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.

Procedure

If the Task Editor grid is not displayed, click the Tasks toggle button.

Navigate the grid to find the task listings to view.

If you want to...	Do this...
view a task listing that is currently hidden	Expand the group that the task belongs to by clicking the downward-pointing arrow beside the group listing.
arrange task listings within groups based on grid column	Click the column heading. The task listings within each group in the grid are sorted in ascending order based on the value in the selected grid column. Tip: To sort the task listings in descending order, click the column heading again.
show or hide all task listings	Click the double-headed arrow toggle button in the grid heading row. Each group in the grid either expands to show all task listings, or collapses to hide all task listings. Note: When you collapse all task listings, group listings are still displayed. If any of your tasks has not been assigned to a specific group, a blank group listing is displayed in the grid, under which the non-categorized task listings can be found.