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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.

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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
ActiveX Task Controls
Service Interfaces
Operator Task List in the Workflow Client
Best Practices

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.

User Access Requirements

Workflow Designers require access to the navigator and Displays panel. The eSOP access instructions in this documentation that are specific to these users assume that the client is configured in this manner.

Task Builders require access to only the eSOP Task Editor display. The eSOP access instructions in this documentation that are specific to these users assume that the client is configured in this manner, which requires the following conditions to be in place.

A People resource for the user has been added to the Personnel model. For more information, see Add users and personnel classes.
The user's workstation has been added as a Computer resource in the Proficy System model. For more information, see Add a resource to a model.
A Group that is assigned only the default permissions associated with the System Visibility Key Set has been configured in the Personnel model. For more information, see Add Groups and Add workstations to key sets for a group.
The user has been designated as a member of the Group that is configured for default System Visibility permissions. For more information, see Add one or more users to a group.
The user's workstation has been configured to show the eSOP solution and Task Editor display upon system startup. For more information, see Configure computer startup options.
The user's workstation has been configured to hide the navigator and the Display panel either for:
- the workstation itself, if the user does not share the workstation with other users who have differing access needs (for more information, see Configure computer startup options), or
- only the user, if the user does share the workstation with other users who have differing access needs (for more information, see Override a computer's startup options).

Accessing the Task Editor from the navigator

If you do not want to limit the access of Task Builders to the eSOP Task Editor display only, you must inform them of the following steps to access this display from the navigator.

In the navigator, click eSOP > Tasks.
In the Displays panel, click Task Editor.