Difference between revisions of "Multi Step Tasks"

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#* Designate it as a '''User Step''' or an '''Approval Step'''
#* Designate it as a '''User Step''' or an '''Approval Step'''
#* For an Approval Step, specify which Step is next, after a rejection.<br>(The rejection can branch backward to an earlier step, or forward to a later one.)  
#* For an Approval Step, specify which Step is next, after a rejection.<br>(The rejection can branch backward to an earlier step, or forward to a later one.)  
# To add additional steps, click '''[Add Step]]'''
# To add additional steps, click '''[Add Step]'''
# Click '''[Save]'''.<br>The underlying process is immediately launched. As each step is completed, the task for the next step is generated.
# Click '''[Save]'''.<br>The underlying process is immediately launched. As each step is completed, the task for the next step is generated.



Revision as of 23:23, 14 June 2013

About Multi Step Tasks

Like a Process, a Multi Step task can include User Tasks and Approval Steps. It can also branch backward to an earlier step when approval is refused. Just like a Process, each step in the Multi Step Task generates an entry for a designated user, either in the form of a task to carry out, or an approval to grant (or withhold) after reviewing case data.

Of course, a Multi Step Task doesn't include advanced features like parallel paths--but then, there is no need to create a flowchart (or Process Model), no need to define a Process as part of the Case Management system, and no need start the process using a Rule or an additional user action. Just create the Multi Step Task, and go!

Working with Multi Step Tasks

Creating a Multi Step Task

  1. When viewing a case, click Add Task
  2. In the dialog that appears, select Multi Step
  3. Give this (miniature) process a Title
  4. For each step:
    • Provide a Description for the task
    • Specify the User or Team assigned to carry it out
    • Optionally, specify a Due Date
    • Designate it as a User Step or an Approval Step
    • For an Approval Step, specify which Step is next, after a rejection.
      (The rejection can branch backward to an earlier step, or forward to a later one.)
  5. To add additional steps, click [Add Step]
  6. Click [Save].
    The underlying process is immediately launched. As each step is completed, the task for the next step is generated.

Completing Steps in a Multi Step Task

When viewing a case:

  • Tasks that are assigned to a specific user appear in the sidebar under My Tasks.
  • Tasks that are assigned to a team appear in the section under it: More Tasks.

User Steps are accompanied by a [Complete] button.

Approval Steps are accompanied by buttons to [Approve]] or [Reject].