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eSOP
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.
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.

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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.
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Best Practices

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.

Prerequisites: Add task steps

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, click the Work Instructions tab.
Select the listing for the task step that you want to define work instructions for.
In the work instructions workspace, enter text.

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. For more information, see Use keywords in eSOP task text. You can also insert information copied from another application, as well as graphics.
Click Save.
For each step that you want to define work instructions for, repeat steps 3-4.