Additional Information About Task Assist and Progress Guide (Cloud Only)

If you enabled the Task Assist and Progress Guide AI-based feature, the system automatically activates and structures an AI panel for workflow BPs. The AI panel adds Task Assist and Progress Guide tabs to individual workflow BP records and tasks. Your users can use these tabs to answer questions such as:

What is the topic of this workflow?
What is the status of the workflow. That is, how many of the steps have been completed, and who was involved?
Are there related issues that have arisen? For example, are there comments that have identified issues?
How long has the workflow been in process?

Summaries are retained for 30 calendar days. Although summaries are hidden at a certain point, they are retained in a system database to ensure that Oracle can provide required support should the need arise.

When you enable access to Task Assist and Progress Guide, it is provided globally, throughout the system. You do not have to update specific permissions for individual users. However, the permissions assigned to specific users and workflow BPs determine what information is displayed to each user when the AI options are accessed. It also determines what information is actionable and what is designated read-only. For Task Assist, the user must have access to both the Audit Log and workflow progress. For Progress Guide, the user must have access to the Audit Log. For more information, see the Unifier Modules Setup Administration Guide.

Details About Task Assist

Task Assist provides a different summary based on where the user is in the progress of the workflow BP. For example, the first time an assignee accesses Task Assist, it uses the Create step to generate a summary and describe what the user should do next. As the BP moves through the workflow, Task Assist generates a new summary based on the previous step. If the user is accessing a previously accessed step, Task Assist highlights what changed from the first time the user accessed it, such as new comments or attachments.

Summaries are retained for 30 calendar days. Access to the summary is hidden after the BP proceeds to the next step in the workflow. If the BP does not move to the next step for 30 days, the summary is deleted, and the user can generate a new one.

Details About Progress Guide

Progress Guide displays a summary of all steps in the workflow, whether it is in progress or is complete.

Summaries are retained for 30 calendar days. Any changes to a step in the workflow trigger deletion of the summary for that step. Summaries for previous steps are hidden after 30 days, no matter how long it takes to complete the BP workflow. If the workflow moves from a Complete status to In Progress, an Action Form initiates a change in the status, or the Audit Log notes more changes, the summary highlights the changes for the user who generated the summary.

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