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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.
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.

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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

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.

Details Tab - General Information

To add data to a task step, you select a specific task that has already been entered into the system. To view task information in a table, click the Tasks button.

Attributes	Value	Description
Name	User-defined	Specifies a unique name assigned to a task.
Display Name	User-defined Workflow level	Specifies a name given to a workflow task for the user to see during run time.
Expiration	User-defined	Use the up and down arrows to enter an expiration day or time (hours, minutes, seconds).

Categories

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.

Attributes	Value	Description
Set Categories	N/A	Filter tasks or task steps by a predefined grouping.

Assignments

By default, subprocess assignments are configured at the workflow level, where you can bind personnel and location properties, as well as write to the assignments from anywhere in the workflow. However, you can override these assignments for a specific subprocess and reassign the tasks to other personnel or locations.

Attributes	Value	Description
Override Assignments	User-defined	Select this check box to allow an operator to override the equipment and/or personnel resources assigned to the task step.
Personnel	User-defined	Click the ellipsis button to select the default person that tasks are routed to. To remove the selection, click the Clear button.
Location	User-defined	Click the ellipsis button to select the default location that tasks are routed to. To remove the selection, click the Clear button.

Status

You can choose whether or not a task step executes as part of the task at run time.

Attributes	Value	Description
Enable	User-defined	Click to enable the task step so that it executes as part of the task at run time.
Disable	User-defined	Click to disable the task step so that it does not execute as part of the task at run time.