Task specifications define units of work that you can associate with activities in engineering work orders. Task specifications can include Checklist specifications that define steps that must be completed to complete the task.
See "Task Specification Editor" for reference information about the tabs you use to define a Task specification. See "Defining Task Properties" for information about selecting a checklist and defining other properties.
After you create a Task specification, you can specify its properties, including the task duration and a checklist. All of the properties are optional.
To specify task properties:
Go to the Task specification editor Properties tab.
In the Duration (in days) field, enter the estimated duration of the task.
In the Allowed User Group field, enter a user group name to restrict UIM users who can be assigned the task.
Select the Is Milestone check box if you want the task to serve as a milestone in UIM. Milestone activities are displayed as diamonds in Gantt charts.
In the Checklist field, click Select.
The Select Checklist dialog box appears.
Select a checklist and click OK.
The Checklist field is updated.
You can use the Related Specifications tab in the Task editor to relate resource specifications with Task specifications. In UIM, these relationships result in the creation of items in the Actions menu of Activity Workspace sections for activities based on the Task specification. The menu item takes UIM users directly to the New page for entity type and specification.
For example, you could relate the Cisco 3063 Logical Device specification to a Task specification in Design Studio. In UIM, users can create Cisco 3063 logical devices directly from the Activity Workspace section.
You can relate the following types of specifications with Task specifications:
Connectivity
Custom Network Address
Custom Object
Equipment
Logical Device
Logical Device Account
Media Stream
Property Location
Party
Physical Device
Pipe
Telephone Number
To relate resource specifications to Task specifications:
Go to the Task specification editor Related Specifications tab.
Click Select.
The Select Dialog dialog box appears, displaying a list of specifications in the current cartridge project.
Do one of the following:
Select a specification, and then click OK.
Click New, and then create a new specification. See "Creating New Specifications" for more information.
The specification you selected or created appears in the Related Specifications tab.
Use the Task Specification editor to define Task specifications. When working with Task specifications, see the following topics:
Use the Properties tab to define properties for the Task specification.
| Section | Use |
|---|---|
| Duration (in days) | Displays the estimated duration of the task. This duration is used for charting and workflow planning in UIM. |
| Allowed User Group | Limits the UIM users who can be assigned this task to members of the specified user group. |
| Is Milestone | Determines whether the task serves as a milestone in UIM. |
| Checklist | Displays the checklist associated with the Task specification.
Click Select to select or change the checklist. |
Use the Related Specifications tab to relate a resource specification to the Task specification. A specification listed here becomes an item in the Actions menu in the Activity Workspace section of Activity Details pages in UIM. Resource entities are not created automatically as the result of relationships defined in this tab.
| Field | Use |
|---|---|
| Specification | Displays the name of the resource specification. |
| Cartridge | Displays the name of the cartridge project into which the specification is built. |
| Type | Displays the type of the specification, such as Service specification or Place specification. |
| Select | Click to select an existing specification or to create a new one. |
| Modify | Click to modify the relationship properties. The properties related to requirements or to quantity are not meaningful in this case because UIM entities are not created automatically as the result of relationships established in this tab. |
| Remove | Click to remove the related specification. |