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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 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.

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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

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.

Enabling Schedules

For convenience, you can enable or disable at once all schedules associated with a task. To enable or disable individual schedules, select a schedule, and then go to the Status section.

Attributes	Value	Description
Enable All	N/A	Click to activate all schedules associated with the task.
Disable All	N/A	Click to deactivate all schedules associated with the task.

Insert More Schedules

You can add more schedules to a task. The number of schedules you can add is predetermined by the template.

Attributes	Value	Description
Add Schedule	N/A	Click to add a schedule to a task.
Delete Schedule	N/A	Click to remove a schedule from a task.

Schedules Tab - General Information

Attributes	Value	Description
Name	User-defined	Specifies a unique name assigned to a task.
Is Schedule Visible in Start Task Window	N/A	Select this check box to ensure that the selected schedule appear in the list of tasks presented when you click the Start Task button.

Trigger Event

You can set an event that will activate the schedule for execution.

Property	Value	Description
Set	User-defined	Click to select a trigger event.
Clear	N/A	Click to remove the selected event.

Status

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

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