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Task Construction for Procedures
Task Construction for Procedures
After templates have been developed for the various types of standard operating procedures in your organization, you can construct tasks to meet your specific operational requirements.
Add task steps
After you have created and saved a task, you can create the individual steps for the task. As part of this process, you can also specify other details related to the step, including expiration time, and you can override task-level personnel and equipment associations, as required.

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- Task Construction for Procedures
  - Task Construction for Procedures
    After templates have been developed for the various types of standard operating procedures in your organization, you can construct tasks to meet your specific operational requirements.
    - Create and link a task
      The first step in task construction is to create the task and then associate it with the applicable task template, as well as the applicable personnel and/or equipment. As part of this process, you can also specify other details related to the task as a whole, including expiration time and priority.
    - Configure category filtering in eSOP
      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.
    - Configure task emails
      You can configure email messages to be sent upon initiation and/or expiration of an overall task or individual task steps, as required.
    - Add task steps
      After you have created and saved a task, you can create the individual steps for the task. As part of this process, you can also specify other details related to the step, including expiration time, and you can override task-level personnel and equipment associations, as required.
    - Configure work instructions for task steps
      For each step in a task, you can configure work instructions to be displayed in the Task List at run time.
    - Link external documents to task steps
      For each step in a task, you can add external documents to be available from the Task List during run time. Linked documents are only available to users once a task step starts running.
    - Configure task step emails
      You can configure email messages to be sent upon initiation and/or expiration of task steps, as required.
    - Define jumps for task steps
      You can configure jumps for your task if, during run time, task steps need to be skipped or repeated.
    - Schedule a task
      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.
    - Activate a task
      When task construction is complete, you activate the task for use in your production run time environment by enabling one or more schedules associated with the task.
- Task Maintenance
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Operator Task List in the Workflow Client
Best Practices

Add task steps

After you have created and saved a task, you can create the individual steps for the task. As part of this process, you can also specify other details related to the step, including expiration time, and you can override task-level personnel and equipment associations, as required.

About this task

Note: If the Task Editor workspace displays the grid instead of the task editing interface, select the listing for the task that you want to work on, and then click the Edit button. To return to the grid interface, click the Tasks button.

Procedure

In the Task Editor workspace, click Add Step.

Note: If the Add Step button is inactive, either you have not established the required associations for the task and saved your input (see Create and link a task), or the maximum number of steps that can be configured based on the associated template (as noted under the pane that lists the task steps) has been reached.
On the Details tab, in the Name field, enter the name that the system uses to identify the task step.
In the Display Name field, enter the name that you want to be displayed in the Task List to identify the task step at run time. Do not use the same display name more than once.

Note:
For this and any other field containing text that may be displayed in the Task List, you can type Keywords as part of your entry.
Optional: In the Expiration field, use the arrow control or directly enter a value to specify the duration after which the task step should be considered expired.

Optional: If the personnel and/or equipment associated with the task are different for the task step, select the Override Assignments check box, and then in the Assignment area, change the associations.

If you want to...	Do this...
change personnel resources	In the Personnel area, click Set. The Universal Browser appears. Select Personnel, then select either People (for a single individual) or Classes (for a group of individuals), and then select the specific person or class. Click OK.
change the equipment resource	In the Personnel area, click Set. The Universal Browser appears. Select Instances, navigate through the equipment model hierarchy, and then select the specific equipment resource. Click OK.

To activate the step as part of the task, in the Status area, click the Enable button.
Click Save.
For each step you want to add to the task, repeat steps 1 through 7.