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.

Procedure

  1. In Task Editor grid, click Add.
    Note: If the grid interface is not displayed, click the Task button.
  2. On the Details tab, in the Template area, click Set.
    The Universal Browser appears.
  3. Select Task Templates, and then select the specific template that you want to associate the task with.
    Note: For information and restrictions related to task templates, see these topics:
    • Fixed Templates
    • Parallel Templates
    • Sequential Templates
  4. Click OK.
  5. On the Details tab, associate human and/or equipment resources with the task.
    If you want to...Do this...
    associate the task with one or more human resources
    1. In the Personnel area, click Set.

      The Universal Browser appears.

    2. 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.
    3. Click OK.
    associate the task with an equipment resource
    1. In the Personnel area, click Set.

      The Universal Browser appears.

    2. Select Instances, navigate through the equipment model hierarchy, and then select the specific equipment resource.
    3. Click OK.
    Note: You must establish the template as well as the personnel and/or equipment associations and save your input before you can configure steps for the task.
  6. In the Name field, enter the name that the system uses to identify the task.
  7. In the Display Name field, enter the name that you want displayed in the Task List to identify the task at run time.
    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.
  8. In the Description field, enter text to describe the task.
  9. Optional: In the Expiration field, enter a value or use the arrow to indicate the time span when a task expires.
  10. Optional: In the Priority field, enter the value that indicates the task's relative importance for sorting purposes when multiple tasks are listed in the Task List at run time.
    Note: You can enter whole numbers only.
  11. In the Group field, select the option that reflects the category that you want to assign the task to, or, if none of the options is appropriate, enter a new value directly in the field.
    Note: Although technically optional, this measure facilitates better viewing of tasks in the Task Editor grid interface by letting you hide or display task listings by group.
  12. Click Save.