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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.
Task Emails in eSOP
Email messages can be sent upon initiation and/or expiration of an overall task or individual task steps, as required.

Workflow IPI
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Configure Your Environment
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Building and Configuring Workflows
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

Task Emails in eSOP

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

Insert More Emails

You can add more emails to a task.

Attributes	Value	Description
Add Email	N/A	Click to add an email to a task.
Delete Email	N/A	Click to remove an email from a task.

Email Message Requirements

Enter content into each field to configure the email that you want to send.

Property	Value	Description
Subject	User-defined	Specifies the subject heading of the email message.
Event Trigger	N/A	Select the event that activates the email for sending. You can send emails at both the task and task step level. Task Started Sends an email when a task starts. Task Expired Sends an email when a task expires. Task Step Started Sends an email when a task step starts. Task Step Expired Sends an email when a task step expires.
Message	User-defined	Specifies the content in the body of the email message.
Recipients	User-defined	To include people who you want to send emails to, click Add Recipient.