You can set completion dates and alerts for tasks that users perform at runtime. You can also set up email messages, for example, to alert users that a task was not completed by its end date. Alert messages are sent after an “alert date” that you set, and are repeated until the end date is reached for a task. You must configure an email server.
To add tasks to task lists:Define a task list by selecting Actions, then Create Task List, and then entering a name.
Modify a task list to add a new task by selecting it, selecting Actions, and then Edit Task List.
From Type, select the kind of task you are creating and what it should enable users to do. For example, if you are creating a task that enables Service Administrators to modify all dimensions at runtime, select Dimension Editor:
URL—Opens a specified URL
Form—Opens a form
Business Rule—Launches a business rule
Manage Approvals—Starts the review process with a specified scenario and version
Job Console—Opens the Job Console to enable users to view a list of their jobs by type (such as copy data and push data) and by completion status (processing, or error, for example)
Copy Version—Copies the current form’s data, including supporting detail, annotation, cell text, and cell documents, for the specified source and destination versions
Dimension Editor—Enables Service Administrators to view and modify a dimension at runtime
Form Management—Enables Service Administrators to view a summary of specific forms
Process Management—Enables Service Administrators to view and modify a specific planning unit
Security Management—Enables Service Administrators to assign access to a dimension or form
Financial Reporting—Enables Service Administrators to access your Financial Reporting home page
Refresh Application—Enables Service Administrators to refresh your application to capture recent changes
Export and Import—Enables Service Administrators to import and export data and metadata via flat files.
Specify the information required for the task type using this table:
Task Type
Action
URL
Enter a fully qualified URL to associate with this task, such as http://www.company_name.com, and then go to step 8.
Form
Select the form for users to complete, and then go to step 8.
Optional: Select Set Page Member Defaults to select the member from each dimension to display as the default when the task is first opened. After you select this option, you can select the members for the page dimensions. The page member defaults apply until a user updates the form and returns to the task in another session. Where page member defaults are set, they override the most recently used settings in each session.
Business Rule
Perform these tasks: From Plan Type, select the plan type associated with the business rule to execute.
From Business Rules, select the business rule to execute.
Go to step 8.
Manage Approvals
Specify the scenario and version in which the user can start the approvals process, and then go to step 8.
Job Console
Perform these tasks: In Job Type select the kind of job, such as to Copy Decision Package, to be displayed in the console.
In Status, select the situation of the task, such as processing or in error, to be displayed in the console.
Go to step 8.
Copy Version
Enables users to copy a version of the current form's data. Select values for the following options, and then go to step 8:
Scenario
Copy From
Copy To
Dimension Editor
Enables Service Administrators to view and modify a dimension at runtime. Perform these tasks, and then go to step 8:
To enable Service Administrators to view and modify all dimensions, select All from Dimension.
To enable Service Administrators to view and modify a particular dimension, select it.
Form Management
Enables Service Administrators to view a summary of specific forms. Perform these tasks, and then go to step 8:
In Form Folder, click
to select the folder that contains the forms that Service Administrators can display and review at runtime.In Forms, click
to select the individual form that Service Administrators can review.
Process Management
Enables Service Administrators to view and modify a specific planning unit at runtime. From Planning Unit Hierarchy, select the planning unit that the user can view and modify, and then go to step 8.
Security Management
Enables Service Administrators to assign access to dimensions or forms. From Security Artifact, indicate if you want Service Administrators to assign access rights to forms or dimensions, and then go to step 8.
Financial Reporting
Enables Service Administrators to access your Financial Reporting home page. After enabling, go to step 8.
Refresh Application
Enables Service Administrators to refresh the application at runtime to capture recent changes. After enabling, go to step 8.
Export and Import
Enables Service Administrators to import and export data and metadata. From Load Method, specify what import or export task the user must perform, such as export data to a file or import metadata from a file, and then go to step 8.
In Duration, enter how long you expect it will take to complete the task. For example, if you think the task will take two weeks, enter 2 in the first field and select week(s) in the second field.
To ensure that the task is started on a certain date and then completed by a certain date, perform these tasks:
Select Start Date, then click
, and then use the calendar to specify the year, month, day, and time by which the task must begin.Select End Date, then click
, and then use the calendar to specify the year, month, day, and time by which the task should be completed. To send email messages that prompt users to finish uncompleted tasks, select Repeat Every, and then specify how often to send these emails, such as once a day.
To send email messages that prompt users that the date by which they must complete the task is approaching, select Alert, and then:
Click
to use the calendar to specify the date and time on which to start sending alert reminders.Click Repeat Every and specify the frequency for email reminders.
For example, if a task's end date is June 9 2014 at 5 PM, and you want to remind users once a day starting the week before the task is due, select June 2 2014 at 5 PM, enter 1, and then select Weeks.
To make task completion dependent on completing another primary task, click
in Dependency and then select the primary task. In the Instructions pane to the right, enter information that explains how to complete the task. Use the formatting buttons to customize the information. For example, you can modify the font, font size, and layout (as bullet points or numbered steps, for example).