Working on Your Tasks

To work on your task:

  1. Tap Tasks or tap QR code.

    You can:

    • View a list of tasks based on the scanned code.
    • View Records based on the scanned code.
    • Download data and view offline, clear data, and view location of BP in map view.
    • Touch and hold the Tooltip icon next to data elements where it is available. A dialog box provides information on the data element.
    • Create a BP record based on the scanned code. For more information, see Creating a BP Record.
  2. Select a tab (All, In progress, or Completed) to open the log and see your tasks.
  3. If an attachment exists, tap Paperclip to view all attachments associated with the record.
  4. Tap the task that you want to work on.
  5. Tap Accept to accept your task. On devices that support split view, select a task on the left pane and tap More and select Accept from the right pane.
  6. Review your task and make changes if needed.
  7. From the Workflow Actions drop-down list, select a workflow action.

    If there is only one possible action, the Send For field is auto-populated.

  8. Tap the Right icon to view and select assignees from a complete list of preassigned users and groups.

    The assignment of users and groups on the next step depends on the Assignment policy of the step set forth in the workflow setup. If the policy is Preassigned, the list of users and groups is displayed. If the policy is User Select, you can select the list of assignees.

    Depending on the configuration of the workflow step, you might see additional assignees, Additional Task assignees from record and tabs, and copied users, Additional CC users from record and tabs. This information is read-only; however, you can tap a linked name to view a person's user profile.

    Note: If you are requesting revision of a task, the following settings are configured for the BP, and the specified Assignee is no longer active, an alert is displayed and the To field remains empty.

    • The Assignment Policy is Preassigned.
    • The Assignees must match the Create step or the specified Step Name.
    • Step Revisiting is set to Include only previous action takers.

      If the Assignee field displays match step <creation>:

      To send an email notification about the error and appropriate action to the applicable administrator, tap Yes in the alert window. An email is sent to the active groups, users, and administrators specified in the BP set, and the alert is dismissed. To dismiss the alert without taking further action, tap No.

      If the Assignee field displays match step <any step>:

      To dismiss the alert and display a picker of active users and groups, tap OK. Select active users or groups to populate the To field. Tap Send.

  9. In the Due Date Details section, note whether the Task Due Date is editable.
    • If not, continue to the next step.
    • If so, specify the applicable due date:
      • To enter the same date for all assignees, enter the new date in the Set All Task Due Date As field.
      • To enter a date for specific assignees, select Set Individual Task Due Date As, and enter the applicable date for each assignee.

        Note: The Task Due Date usually displays the date based on the task's duration, even if it is not editable. The only exception is when a duration is not specified, in which case the system indicates that a date is not available.

  10. Tap Send.

    If you are working offline, the business record is saved in the Outbox. When you switch to Online mode, you must sync the record in Outbox to save changes in Unifier server. The record moves through the workflow only when your device is set to Online mode and has network connectivity. If you have a file with annotations, it is also sent to the server along with the BP record information.

Undoing the Acceptance of your Tasks

You can tap the Undo Accept option to reverse the acceptance of a task and restore a BP form back to its original state. Undo Accept only applies to additions or changes made during the period in which you accept the task and then select the Undo Accept option. This option is only applicable to active tasks and workflow records where you have an active task.

Undo Accept rolls back the following to their previous state:

The following changes cannot roll back to their previous state:

Any new additions are removed from the following: